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    • USD Nonprofit 's Library

    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

    Diocese of San Diego Policies

    Completed by: Nada Bakir, Michael Angelo Camacho and Henok Getaneh

    As requested, we have evaluated the following existing documents, and have provided suggestions to make them more detailed and specific: conflict of interest, document retention and destruction, and
    whistleblower policies. We have also created Emergency Loan and... (continued)

    Taggedpolicies

    Casa de Milagros – Breaking Good

    Completed by: Desiree Del-Zio, David Drazenovich, Suzanne Person, Ashley Rodriguez

    Although MAAC has successfully operated Casa, and a similar facility for men, empowering individuals to achieve the goal of long-term sobriety, the organization wants to better understand if Casa fits within the mission of MAAC, and to assess its... (continued)

    TaggedResearch DesignProgram Design and Evaluation

    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

    Integrated Marketing and Fundraising Plan

    The development of this marketing and fundraising plan has helped to clarify important factors which must be considered by PIQE San Diego. After analyzing the lengthy process it will take the executive
    director to develop a strong local donor base and given the program’s limited resources, it may be a more... (continued)

    Taggedfundraisingmarketing

    HandsOn San Diego Plan-to-Plan Report - Spring 2014

    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.

    Creative Commons Attribution-NonCommercial 3.0 United States License
    This work is licensed under a Creative Commons Attribution-NonCommercial 3.0 United States License.

    TaggedPlan to Plan

    Integrated Marketing & Fundraising Plan

    Completed by: Sarah Adams, Jennifer Fleming, Daniel Romero

    University of San Diego (USD) student consultants from the Nonprofit Leadership and Management (NPLM) program assisted City Heights Community Development Corporation (CHCDC) with the development of a marketing and fundraising plan.

    Creative Commons Attribution-NonCommercial 3.0 United States License
    This work is licensed under a Creative Commons Attribution-NonCommercial 3.0 United States License.

    Taggedfundraising planmarketing planUSD Nonprofit

    A Spotlight on San Diego's Third Sector - November 2006

    In conjunction with the University of San Francisco's Institute for Nonprofit Organization Management, the Center produced a report focused on the contributions of the San Diego nonprofit sector to the local economy. This report's intent is to create an understanding of the nonprofit sector, measure its capacity... (continued)

    TaggedUSD NonprofitCaster CenterSpotlightA Spot Light on San Diego's Third Sectornonprofitsan diego

    Initial Market Survey

    To ensure the center provides products that meet the demands of its constituents, a market survey has been mailed to 1,500 San Diego nonprofits. The results of this survey will help to define the scope of services offered through the Center, and will be used to guide decisions on future topics of study. The survey focuses on services in the... (continued)

    TaggedUSD NonprofitCaster Centersan diegoMarket Surveynonprofit

    Report on Nonprofit Executive Transition

    Recent national studies of executives in the nonprofit field have indicated that the sector will soon be facing a massive transition in leadership. In this study, the Center sought to define and understand the challenges posed by executive transition, and how it pertains specifically to San Diego nonprofit sector. Particular... (continued)

    TaggedUSD NonprofitCaster CenterNonprofit Executive Transitionnonprofitsan diego

    Beyond Regulation: Tools for Promoting Ethical Action in Nonprofit Organizations

    For a full year more than 168 nonprofit practitioners participated in a dialogue series about nonprofit ethics that culminated in a large-scale forum on October 27, 2006. The result of this thoughtful deliberation was a discussion guide that can be used by nonprofits during board and/or... (continued)

    TaggedUSD NonprofitCaster CenterBeyond RegulationEthical Actionnonprofit

    Alumni Perspectives: Evaluation of the Nonprofit Leadership and Management Masters Program

    In spring 2008 the Caster Family Center for Nonprofit and Philanthropic Research, along with the SOLES Director of Assessment, completed an alumni survey. The survey focused on how well the Nonprofit Leadership and Management program learning outcomes prepared the alumni for... (continued)

    TaggedUSD NonprofitCaster Centersan diegoAlumni Survey

    The Grantmaking Report: Foundation and Corporate Giving in the San Diego Region

    This report is a collaboration between San Diego Grantmakers and the Caster Family Center for Nonprofit and Philanthropic Research. The overriding questions that this research leads us to ask are how can our community leverage our growing philanthropic resources, inspire more giving... (continued)

    TaggedusdNonprofit InstituteCaster CenternonprofitgrantmakingFoundation and Corporate Givingsan diegoSan Diego Grantmakers

    Looking for the Upside in the Downturn: Time-Tested Models of Nonprofit Innovation

    We searched the country (including our own backyard) to select a handful of time-tested strategies that nonprofits have been using to improve their operations. We hope your organization will find the information useful as well.

    Completed: June 2009
    Creative Commons Attribution-NonCommercial 3.0 United States License
    This work is licensed under a Creative Commons Attribution-NonCommercial 3.0 United States License.

    TaggedusdNonprofit InstituteCaster CenterUS BankModels of Nonprofit Innovationsan diegononprofit

    Applied Projects Organizational Impact Report 2009

    The Caster Family Center for Nonprofit and Philanthropic Research, along with the SOLES Director of Assessment Support conducted an evaluation of the applied projects portion of the Nonprofit Leadership and Management Masters Program. This study determined whether student-led projects had an impact on the nonprofit... (continued)

    TaggedusdNonprofit InstituteCaster Centersan diegoApplied ProjectsOrganizational Impact report

    Operating in Uncertain Times: How Economic Conditions Have Affected San Diego County's Nonprofit and Philanthropic Sectors

    How have San Diego County's nonprofit and philanthropic organizations been managing during the economic downturn? This report: Operating in Uncertain Times, highlights the strategies and approaches taken by some of the County's largest nonprofit and philanthropic providers.
    Completed: January 2010

    Creative Commons Attribution-NonCommercial 3.0 United States License
    This work is licensed under a Creative Commons Attribution-NonCommercial 3.0 United States License.

    TaggedusdNonprofit InstituteCaster CenternonprofitEconomic Conditionssan diego

    2011 National Nonprofit Employment Trends Survey

    The 2011 national Nonprofit Employment Trends Survey™ is intended to provide a snapshot of current employment practices and discuss the economic trends and implications of employment practices in the sector. This report, which has been produced annually by Nonprofit HR Solutions since 2007, includes responses from... (continued)

    TaggedusdNonprofit InstituteCaster CenterNational Nonprofit Employment Trends Surveynonprofitemploymentnonprofit hr solutions

    Applied Projects Organizational Impact Report 2011

    For USD's Nonprofit Leadership and Management Graduate Program.

    In fall 2010, the Caster Center for Nonprofit and Philanthropic Research administered a survey to explore the impact of student-led applied projects on client organizations and the local community. The survey is the second part of a community impact... (continued)

    TaggedusdNonprofit InstituteNonprofit Leadership and ManagementCaster CenterApplied Projects Organizational Impact ReportApplied ProjectsCommunity Impact

    The Grantmaking Report: Foundation Giving in the San Diego Region{by

    Foundation grantmaking in San Diego plays a critical role in furthering the efforts of the nonprofit sector. These efforts, which range from the provision of human services to arts and culture initiatives, affect the lives of all San Diegans. The Grantmaking Report periodically benchmarks foundation giving in the San Diego region.

    Creative Commons Attribution-NonCommercial 3.0 United States License
    This work is licensed under a Creative Commons Attribution-NonCommercial 3.0 United States License.

    TaggedusdNonprofit InstituteCaster Centersan diegononprofitFoundation grantmakingSan Diego Foundations

    Annual State of Nonprofits 2013

    It is hard to believe, but prior to the Caster Center’s first publication in 2006, A Spotlight on San Diego’s Third Sector, nobody knew how many nonprofits were located in San Diego County, let alone anything about their major activities, capacity, or contributions to our larger economy. Since that time, the Caster Center team has... (continued)

    TaggedusdNonprofit InstituteState of NonprofitsCaster CenterQuarterly IndexTrend ReportersState of Nonprofits Quarterly Indexsan diegononprofit

    Board of Trustees Manual

    Board of Trustees Manual completed by Laura Purdom for St. Madeleine Sophie's Center.

    This manual is intended to provide you with information about SMSC and the importance of your role as a member of the Board of Trustees. The first section explains the rich history of SMSC and our role in serving adults with developmental disabilities.... (continued)

    TaggedBoard of Trustees Manual

    Red ASER: Brochure & Sample Letter of Intent (English & Spanish)

    Red ASER documents completed by Michelle Luellen and Christine Mailloux.

    Red ASER is a coalition of nonprofit organizations in Tijuana who joined together to create impact and advocate for the nonprofit sector in the border region of San Diego/Tijuana.

    The enclosed documents are:

    1. An... (continued)

    TaggednonprofitTijuanaimpactadvocateborder regionSan Diego/TijuanaspanishLetter of IntentLOIRed ASER

    Casa Familiar Case Statement

    Casa Familiar Case Statement completed by: Jessica Bird, Jessica Green and
    Teresa Smith

    “We strongly believe that people determine their own future, family, and community. The goal is to find tools to achieve this.”
    -Andrea Skorepa, Chief Executive Officer

    Vision: To organize and empower residents in San Ysidro and... (continued)

    TaggedCasa FamiliarSan YsidroHispanicspanishservice and community development organizationcivic engagementarts & cultureeducationcommunity engagementsocial services

    Nonprofit Collaboration Toolkit

    Collaboration is not easy or linear, but when done right organizations can accomplish things they couldn’t do on their own. This toolkit aims to provide nonprofits with information and resources that can help them avoid some bumps along the collaboration journey. First, the toolkit explains what collaboration is and suggestions for... (continued)

    TaggednonprofitcollaborationtoolkitLaura PurdomusdUniversity of San DiegoNonprofit Institute

    COLLABORATION: Meeting Strategic Goals

    The Journey to Collaboration

    Stage 1:  Envision Results by Working Individual-to-Individual **
    
    Stage 2:  Empower Ourselves by Working Individual-to-Organization
    
    Stage 3:  Ensure Success by Working Organization-to-Organization
    
    Stage 4:  Endow Continuity by Working Collaboration-to-Community
    

    Creative Commons Attribution-NonCommercial 3.0 United States License
    This work is licensed under a Creative Commons Attribution-NonCommercial 3.0 United States License.

    TaggedcollaborationMeeting Strategic GoalscooperationcoordinationDevelopmental Continuum of change strategies

    Bylaws: United Cerebral Palsy of San Diego County (UCP)

    Revised Bylaws for United Cerebral Palsy (UCP) of San Diego

    Bylaws and Articles of Incorporation are the primary guiding documents for a corporation, whether it is for-profit or nonprofit. Bylaws primarily state the governance functions of the organization and its Board of Directors. The particular... (continued)

    TaggedgovernancebylawsUnited Cerebral Palsy of San Diego CountyUCP

    Performance Audit: Coronado SAFE

    SAFE: Student And Family Enrichment

    To ensure that Coronado SAFE is operating at the highest standard of excellence. Andrea Webster, Executive Director, enlisted consulting group Coletta Boone, Timothy Strysko, and Ali Wolters to complete an agency performance audit to determine next steps for organizational growth.... (continued)

    TaggedCoronado SAFEStudent And Family Enrichmentperformance auditThe Standards for Excellence Institute: An Ethics and Accountability Code for the Nonprofit Sector®Standards®

    Advocacy: F.Y.I. (Foster Youth Investment)

    Allocating funding for housing until the age of 25, for those foster youth who are enrolled as full-time students, would create opportunities for them to graduate from college so they may lead sustainable lives. By amending Assembly Bill 12 in order to address this issue, an unnecessary gap will be filled, thus creating... (continued)

    TaggedF.Y.I.FYIFoster Youth InvestmentSustaining HousingIncrease college graduation ratesfoster youthhigher educationacademicshousing supportFoster Youth Students

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