Posts Tagged "Standards & Practices"

Privacy Policies

Posted by on Dec 12, 2017 in Featured | 4 comments

Privacy Policies

From my In-Box not too long ago… We have a volunteer (who helped us get accredited), addressing the revised standards and practices, one of which is a donor policy. She’s collecting examples of different orgs’ policies and I’m wondering if you have any suggestions. Perhaps a future blog post theme? I searched “privacy policy” on your blog and found no results. Thanks, H   Land Trust Alliance hired me to write the Guidance Documents for the revised Standard 5 on Fundraising, and it included a section on Privacy. Of the sections in the Standard, this was the...

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Strategic Planning and Haircuts

Posted by on Jan 12, 2016 in Board Development, Communication, Development Audit, Donor Cultivation, Featured, Foundations, Membership, Plans and Budgets, Staff Development, Uncategorized | 1 comment

Strategic Planning and Haircuts

Depending on your experience, Strategic Planning is either your organization’s most important activity every three to five years, a necessary evil that must be endured even though it totally gets in the way of everything important, or the bane of your existence to be avoided at all costs – and expensive consultants just make it all the worse. As a veteran of good, bad, and ugly strategic planning processes, here’s the most important thing I’ve learned about Strategic Planning: Assuming the process has integrity (and that is not a trivial consideration), Strategic Planning takes...

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Board Policy on Grant Administration

Posted by on Dec 17, 2014 in Board Development, Development Audit, Featured, Foundations, Plans and Budgets, Staff Development, Uncategorized | Comments Off on Board Policy on Grant Administration

Board Policy on Grant Administration

“Claire” posted the following question recently, based on an article that I wrote for the Summer 2014 issue of Saving Land. My Board is considering adopting a resolution that stipulates that 20% of every grant will be used for admin purposes unless otherwise stipulated in writing after reading the “Operations Fundraising” article in the Summer 2014 issue of Saving Land. How many organizations have adopted such a resolution and what are some positive and negative benefits you’ve seen? Does anyone have a sample resolution they could share? Thank you for any advice. To the...

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One Time to Give the Money Back

Posted by on Sep 23, 2014 in Board Development, Communication, Development Audit, Donor Cultivation, Featured, Uncategorized | Comments Off on One Time to Give the Money Back

One Time to Give the Money Back

It comes up periodically, and it came up again at this year’s Rally, the national land trust conference. Someone asked how they should handle it when a major donor requests that their gift be treated as anonymous – even from the board. And I answered the question directly and bluntly: “Give the money back.” Huh? I waited until the gasp had made its way through the session participants, and then explained why. “Your Board Members are the final authority for anything that happens at the organization. The buck stops there. There should be NOTHING whatsoever that they are not allowed to know,...

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See you at Rally!

Posted by on Sep 9, 2014 in Board Development, Communication, Featured, Membership, Staff Development, Uncategorized | Comments Off on See you at Rally!

See you at Rally!

Next week is Rally week. Rally, the National Land Conservation Conference, is in Providence, Rhode Island this year. I am looking forward to spending most of next week in the east. This year will be first year in some time that I will not be presenting my Fundraising that Matters workshop. Instead, my colleague and good friend Anita O’Gara and I will team up to present The Surprising Secrets of Direct Mail Success on Friday. Anita is a mail marketing wizard who has built a membership for Iowa Natural Heritage Foundation that now numbers more than 6,000. We’ll touch on membership systems and...

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