Building Forward Series

building forward

About the Series

As society begins to emerge into a post-COVID world, nothing will actually go "back to normal" - so how do organizations proactively manage these changes so they don't fall behind? We will be tackling new topics in a series of discussions with VISIONALITY's Founder, Emily Barany, and Senior Project Manager, Kristiana Almeida.

And because we're all super over Zoom meetings right now, we promise to keep our presentations to 25 minutes or less.

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Upcoming Sessions

Wednesday, 9/15 - 10AM: How Do I Sell this to My Board?
  • How to get your board to think about different benchmarks for success
  • How to convince them you have a good idea
  • How to prove your idea worked!
Wednesday, 9/29 - 10AM: Stop Investing All Your Extra Money in Programs—Invest it in Your PEOPLE
  • Having more programs doesn't mean you'll serve more people
  • How Happy Employees means you WILL serve more people
  • How to sell this to your Board
YOU ARE INVITED!
Wednesday, 10/13 - 12PM: VISIOALITY's 10 Year Anniversary Virtual Celebration
Topic: The Future of Philanthropy 

Recent Sessions & Take-Aways

What are the most common shiny objects we hear about?

  • Katy Perry/Royalty/Oprah
  • Text2Give
  • Go Fund Me
  • Taxes/set up improperly
  • Not tax-deductible if not set up by a c3
  • Facebook Fundraiser
  • No donor info
  • Doesn’t work if you’re under a fiscal sponsorship
  • Viral things like the Ice bucket challenge
  • Not on mission
  • You can’t “make” something viral

Things you DO need!

  • Ongoing engagement with donor and supporter community
  • TY/acknowledgment of gifts within 48 business hours
  • Clean, usable database with AT LEAST 2 people who know how to work it
  • Annual giving program THAT YOU USE
  • 100% board giving AND volunteerism
  • Many organizations were able to build bigger tables during COVID by removing costs to attend fundraising events, reach people from geographically diverse areas, or offer conferences at lower prices - don't let the table shrink post COVID.
  • Hybrid events are likely going to be VERY important through 2022 - however, the cost will be more to ensure your digital experience is comparable to your in-person experience. But this is a great way to continue to engage more people at different price points (especially for conferences)
  • If you're figuring out digital/hybrid events, make sure you pick a digital platform that matches your goals...more bells and whistles isn't always better.
  • Have a "Blue Water" strategy for your end of year campaign - do not try to compete with the big sharks for #GivingTuesday dollars
  • Have a multi-faceted campaign that covers the main areas of your mission, then use the donor data to segment your email lists
  • Have an IMMEDIATE stewardship strategy to execute - do NOT wait until January of February for your second touchpoint with donors

 

 

 

 

 

 

 

 

  • The term “hybrid” has been tossed around a lot lately. A true hybrid event is a physical gathering in which an online audience also participates in real-time. (People often think that they have checked that box by simply recording and uploading their event online…but a true hybrid experience allows both audiences to connect & interact as your event is happening, live.)
  • Offering your audience, a virtual attendance option in addition to attending in-person creates a more accessible and equitable experience for all.
  • Many people want things to go back to “normal” and the way things were. Things will never be “normal” again. Don’t let the lessons your organizations learned during the pandemic be tossed to the wayside. This work isn’t always hard. You can start this work by taking baby steps—try to make your next board meeting or annual retreat hybrid! Now is the time to implement systemic change within your organization.
  • Revenue diversification is an investment in the stability and sustainability of your organization, and it takes time to bear fruit. Identify Key Performance Indicators (KPIs) for your new revenue streams and progress milestones to help your Board see growth beyond simply dollars raised.
  • Before adding new revenue streams, review your existing income and consider:
    • What are we doing well? Is there an opportunity to automate these processes to increase efficiencies and ROI?
    • What can we do better? We all like to add the new sparkly thing to our portfolio. Focus on nailing your existing revenue opportunities before adding new programs.
    • What aren't we doing at all? Are there simple expansions of existing revenue programs that you can enact to grow your reach?
  • Creating a membership program is a great revenue opportunity for organizations whose mission makes a values statement and creates a sense of community -- think NAACP, Montecito Trails Foundation, etc. Think: could this be a bumper sticker?
  • Revenue diversification is an investment in the stability and sustainability of your organization, and it takes time to bear fruit. Identify Key Performance Indicators (KPIs) for your new revenue streams and progress milestones to help your Board see growth beyond simply dollars raised.
  • Before adding new revenue streams, review your existing income and consider:
    • What are we doing well? Is there an opportunity to automate these processes to increase efficiencies and ROI?
    • What can we do better? We all like to add the new sparkly thing to our portfolio. Focus on nailing your existing revenue opportunities before adding new programs.
    • What aren't we doing at all? Are there simple expansions of existing revenue programs that you can enact to grow your reach?
  • Creating a membership program is a great revenue opportunity for organizations whose mission makes a values statement and creates a sense of community -- think NAACP, Montecito Trails Foundation, etc. Think: could this be a bumper sticker?
  • Maintaining a remote or hybrid workplace is a major pillar in every organization's DEIJ work. It increases equity and access for employees with disabilities, neurodiversity, parents and caretakers, supports work/live balance and reduces burnout.
  • To feel connected as a remote team, it's important to lean into casual interactions and creative team fun. Check out the sandwich kit we sent to Kristiana! It shows up on your profit & loss as an increased expense, however it should reduce employee turnover and increase productivity.
  • You will need a new set of tools to support a remote team. Again -- this will show up on your financial statement as increase software/tool costs, however you will see an increase in productivity.