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What's a Mission Statement Worth?

Wed, Nov 04, 2015 at 1pm EDT / 10am PDT

Does your mission statement differentiate your nonprofit clearly and concisely? Could it describe any of several other organizations? If you're clear about your value to your community, stakeholders and/or cause, why bother to “wordsmith” your mission statement? The answers to these questions can... (continued)

Taggedmissionmission statementstrategybrand identity

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Effective Strategic Planning Part 3: Measure, Monitor, Report

Wed, Sep 16, 2015 at 1pm EDT / 10am PDT

No matter how rewarding a planning process is in cultivating your stakeholders, focusing your board and staff, and developing your organization, and no matter how promising the goals and objectives of your plan, strategic planning cannot be successful unless it drives... (continued)

Taggedstrategic planningmetricsPlan Implementationorganizational development

Getting All Your Ducks in a Row: How to Plan for Grant Proposal Success

Wed, Aug 26, 2015 at 1pm EDT / 10am PDT

As a grant professional, you should never have to worry about being unprepared for a grant proposal, grant report, or conversation with a grantmaker. In this webinar we will discuss the planning you’ll need to do to make sure you’re ready to take on the world. This session is designed to give... (continued)

Taggedgrant writinggrant writing traininggrant writing & seekinggrantwritinggrant writing & proposal developmentgrant proposalgrantsfundraising planninggrant proposal planning

Ellen Donohue

Ellen’s 30 plus years of experience in the non-profit community offers you a unique opportunity to have one of the most experienced fundraisers and trainers in the business work for you.
Ellen is a leader in the development, training and implementation of capital and major gift campaigns, board development and retention, strategic planning and the infrastructure... (continued)

The Leader as Coach: Guiding Your Team in Dynamic Change

Wed, Aug 05, 2015 at 1pm EDT / 10am PDT

It's virtually impossible to fulfill your mission over the long haul without change. Key people come and go, the economy surges and lags, new ways to engage donors or members emerge seemingly every day, and the imperative to operate cost-effectively is ever-present. ... (continued)

TaggedleadershipCEOchangestrategyboardorganizationworkforcecoachingmanagementchief executive officer

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Effective Strategic Planning Part 2: Plan Development & Implementation

Wed, Jul 29, 2015 at 3pm EDT / 12pm PDT

Strategic planning has a dicey reputation for any number of reasons:

  1. it often is tedious and time-consuming;
  2. the issues it identifies are either obvious or not critical to the mission (or both);
  3. the actions it specifies are vague and unmeasurable;
  4. it... (continued)

Taggedstrategic planningplan developmentstrategyorganizational development

The Hour Series Training Modules: #1-14

Updated 2016 version, includes hyperlinks in guides and updated information. Includes all 14 of the Hour Series training modules: board development, community problem solving, ED performance review, financial management, management excellence, marketing, nonprofit start-up, outcomes measurements,... (continued)


TaggedNonprofit TrainingManagement Trainingboard developmentexecutive director performance reviewfinancial managementaccountingrisk managementstrategic planningpersonnel managementhuman resources

Strategic Planning Training Module

The updated 2016 version includes hyperlinks in the guides. Based on the award-winning Hour Series guide, "The Six-Hour Strategic Plan," the module is ideal for the small to mid-sized nonprofit new to strategic planning. Includes: Power Point, sample agenda, instructor notes, handouts, and the Hour Series guide.


Taggedstrategic planningassessment

The One-Hour Organizational Assessment

The updated 2016 version includes hyperlinked text for easier access to information. Also included in "The Six-Hour Strategic Plan" guide, this assessment provides a comprehensive evaluation of all aspects of a nonprofit for board members and staff.



The Six-Hour Strategic Plan

The 2016 version includes hyperlinked text for easier access to information. This award-winning simplified planning process is perfect for small to mid-sized nonprofits who have not done a formal strategic plan. Included are sample agendas, assessments and forms.


Taggedstrategic planning

6 Critical Tips for Your IRS Form 990

Wed, Jun 10, 2015 at 1pm EDT / 10am PDT

Your nonprofit’s IRS Form 990 is easily available to the general public on guidestar.org and many state government websites. This is a big surprise for many nonprofit leaders. Armed with this knowledge, a nonprofit has a terrific opportunity to tell its story as compellingly as possible by thinking strategically about how... (continued)


Donor Retention Solution Kit

If you’re like most nonprofits, your donor bucket is leaking like a sieve.

  • After the first gift, your bucket of first-time donors will be only about a quarter full.
  • Median retention for all donors is just 43%.
  • For multi-year donors it will be just a little over half full. *The likelihood a donor will make... (continued)

Taggedclaire axelradclairificationfundraisingdonor retentionretentiongratitudedonor acknowledgmentrenewalDonor relationshipsstewardship

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Strategic Planning Part 1: Cultivation & Organization

Wed, Jun 03, 2015 at 1pm EDT / 10am PDT

Strategic planning should be a means not only to produce a strategy, but also to engage and cultivate stakeholders, develop leadership, and generate new energy, commitment and consensus around mission. Its primary product is not a written plan, but strategic thinking within the organization, which is achieved through a... (continued)

Taggedstrategic planningPlan Implementationorganizational development

10 Minute Board Exercise on Building Trust with Incoming Leadership

The purpose of this exercise is to help your board transition seamlessly from one leader to the next by building immediate trust. Whether using this activity with an incoming executive director or board president, identifying ways to capitalize on opportunities and culture changes will keep your board and staff on track to meet their strategic objectives.

Taggedboard of directorsleadershipsuccession planningboard engagementboard presidentexecutive directorincoming leader

Peter J. Heller


Peter J. Heller Consulting helps nonprofits with their fundraising strategies. We are located in Manhattan with clients primarily in New York City and throughout the Northeast. We build teams of consultants to meet the custom needs of each client.

The company is run by Peter Heller who has maintained a successful career over
25 years... (continued)

Your ‘Easy Money’ Strategy: 9 Keys to Retaining Donors

Wed, Mar 25, 2015 at 1pm EDT / 10am PDT

This Webinar is all about how strategic donor-centered stewardship will improve your donor retention. This is big! If you can retain just 10% more of your supporters you can increase their lifetime value by 200%.

Are you even measuring donor retention, or just dollars raised? The problem with the latter is... (continued)


Taggeddonor retentionretentionwebinargratitudeclairificationmajor giftstewardshipdonor centerednext giftrenewal

10 Ways to Use Your Strategic Plan Video

Explains strategic planning to non-believers. Shows, in a 7 minute video, how a non-profits can use a strategic plan and therefore, why it matters.


Taggedstrategic planningplanningmonitoringstrategicexecutive

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Webinar: Before You Hire an Architect: Reduce Costs and Risks, Produce Better Results

Wed, Mar 11, 2015 at 1pm EDT / 10am PDT

Before launching a facility project, nonprofit boards and CEOs should have a clear sense of the entire process, with its opportunities and pitfalls, so they can maximize value while minimizing costs, risks and stress. This webinar will address the critical... (continued)


Taggedfacility planningarchitectural programming and budgetingarchitect selectioncapital projects

Board Development Roadmap

Completed by: Desirée Pavlik & Sarah Adams

Change in Action (CIA) is at a point where board recruitment is needed. This project details the current transition point in the organization’s lifecycle and looks ahead to the next two stages to provide a roadmap for strategic board development, which in turn will support the organization’s... (continued)

Taggedboard development

Philanthropy's Next Generation Now

For the first time in history, there are four generations in philanthropy: Traditionalists, Baby Boomers, Gen X and Gen Y (Millenials)… and coming soon Gen Z. Although each generation is philanthropic, they have individual preferences for how they are engaged by... (continued)

Taggednonprofitnext gen donorsphilanthropymillenialsfundraisinggovernancesocial media

Maritime Museum Performance Audit

Completed by: Johanna Pope, Teresa Drew, David O’Brien, Krista Fiser,
Michele Palma

The Consulting Team (hereinafter referred to as the “Team”) utilized the Standards of Excellence Institute's Ethics and Accountability Code for the Nonprofit Sector (Standards) and the American Alliance of Museum’s (AAM) reference guide on... (continued)

Taggedperformance audit

HandsOn San Diego Plan-to-Plan Report

Completed by: Sarah Adams, Jessica Green, and Laura Purdom

A USD consultant team worked with HandsOn San Diego to collect preliminary research that would lay the foundation for future strategic planning. HandsOn San Diego’s mission is to strengthen communities through volunteer action and leadership development. The research... (continued)

Taggedstrategic planning

Nonprofit Webinar: Engage Investors with Powerful, Passionate Copywriting!

Wed, Feb 04, 2015 at 1pm EDT / 10am PDT

Do you want to position your social enterprise work as cutting-edge and worthy of new investment? Do you want to become a respected thought leader in your field? In the marketplace of ideas, those who write well are seen as the “experts” at much more than putting words on a page. (The words... (continued)


Taggedsocial enterprisesocial entrepreneurwritingcopywritingbrand

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