By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
Following is a sample memorandum listing some ideal characterisitics of board members.
M E M O R A N D U M
XYZ Health Clinic
TO: Board Nominating Committee
FROM: William Moran
DATE: November 30, 2007
RE: Attributes for New Board ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
Following is a sample agenda for a Board Retreat.
Organization Name
Board Retreat Agenda
Date
I. Review of Prior Year
A) Review of financials and highlights
B) What went well? (Group)
C) What did not go ...
By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
A codicil is an amendment to one’s original will. It can be used to make simple additions or amendments, such as adding or removing an executor, or including a charitable gift to a not-for-profit organization. Each codicil must conform ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
Review lists of prospects (individuals, foundations and corporations) for your organization. Then spend five minutes “brain storming” the names of people you know. After you’ve finished this, continue with the second part of the form ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
This is a form used to report specific details of a contact with a donor.
View or Download Donor Contact Form for Planned Giving.
© 2008 The Moran ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
This SWOT form is used to solicit feedback on Strengths, Weaknesses, Opportunities and Threats to the nonprofit. Use this for board retreats or mailings to key stakeholders to get their perspective on the organization.
View or Download Continue Reading →
By Scott Sheldon, CFRE
Scottsdale Healthcare Foundation
480-882-6985
Scott Sheldon, author of Effective Corporate Fundraising: Strategies for Success, rates the likelihood that a corporation will make a gift to your organization.
View or Download Corporate Rating Worksheet.
© 2006 Kenneth Sheldon. Used with permission.
The ...
Scott Sheldon, CFRE
Scottsdale Healthcare Foundation
480-882-6985
Scott Sheldon, author of Effective Corporate Fundraising: Strategies for Success, provides a form to match your volunteers with corporate giving prospects.
View or Download Corporate Prospect Rating Form.
© 2006 Kenneth Sheldon. Used with permission.
The Moran ...
By Susan Whitmore
The Moran Company
“We find great nonprofit executives”
How do you uncover foundation prospects that might be interested in funding your nonprofit organization’s programs or operations? It may not be as difficult as you think.
The quickest and easiest way to find local, ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
Whether you have an established program or are interested in starting one, you will find these benchmarks useful as you focus on planned giving fund raising.
This worksheet will help you rate your planned giving efforts based on ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
Successful fundraising campaigns capitalize on a sense of urgency, a sense that new programs are needed now! Often there is a timely issue or challenge confronting the organization that is addressed in the campaign to give it ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
A case statement speaks to the vision and need for a fundraising campaign. Why is your nonprofit important? Why is it that the funds are needed at this time? More important, the case should reveal ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
An endowment is a fund established by a donor (or donors) for a specified purpose. Endowment assets are invested. Every year the income (or a portion of the income) is used to sustain or strengthen the program specified by ...
Continue Reading →Adapted from WELCOME TO THE BOARD by Fisher Howe (New York, 1992)
Below are seven specific responsibilities of trusteeship for the organization. The Board of Directors is the governing body for the organization. Board members set policy; the chief executive of the organization is responsible for implementing that policy.
By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
Unrestricted Bequest
“I give devise and bequest to (organization name) , (state: ” % of my estate”, “the sum of _____” or “the residue of my estate”) under this will after the deduction of all debts, funeral expenses, ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
This is a helpful form to give your planned giving donors to assist them with estate planning.
The Location of Assets Form includes two parts: 1) A page to list the location of all important financial and legal documents, and ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
The following form is a useful tool for members of the Board of Directors to utilize when evaluating a committee meeting. Participants rate committee performance on a scale of 1 to 5 with 5 representing “excellent” and ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
Sample Language for Encouraging Gifts of Stock
How to Give Stock
Gifts of appreciated stock have significant tax advantages to the donor and we are pleased to receive stock gifts to advance our program. When you make a ...
Continue Reading →By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
Here are 9 ways to reduce taxes and make a gift. This language is great for planned giving brochures.
1. GIFTS OF CASH:
If you itemize on your tax return, cash gifts can be deducted, up to 50%. ...
Use this free form to document pledges during a fundraising campaign.
Campaign Pledge Form – View or Download Form
© 2008 The Moran Company
www.MoranCompany.com
“We find great nonprofit executives”