Where’s Sara?: Hartford Foundation for Public Giving’s Social Enterprise Accelerator

Since November, I’ve been honored to be a part of the Hartford Foundation for Public Giving’s (NSP) Social Enterprise Accelerator. This exciting initiative is part of the Foundation’s Nonprofit Support Program. Starting with a series of educational labs, nonprofits were challenged to think differently. Ten nonprofit organizations were selected to complete the business planning process.… Read More

4 Keys for Planning a Successful Staff Team Retreat

It’s easy to get caught up in the day-to-day at your organization – doing what you have to do to get through the day and make our community a better place. Then, someone decides that all your team needs is a staff retreat to get everyone back on the same page and focused on what… Read More

3 Ways to Be Present at Your Board Retreat

The annual board retreat is coming up! You’ve found the perfect date (you still can’t believe it worked for everyone!), location (the perfect mix of relaxation and work space) and the yummy food is set to be delivered. The board leadership has worked with your board retreat facilitator to create an agenda that lets the… Read More

Don’t Say “No” for Your Prospect

Me: “Let’s brainstorm on who might invest in your social enterprise startup capital.” NPO: “We should ask Mrs. Brown. She’s a great prospect for this. But then again, now isn’t a good time for her because she has moved recently. And, she makes a generous gift to our golf tournament. And, she might not like… Read More

Help – Thanks – Wow

Last month I completed my term as president of the AFP Suncoast Chapter. That milestone led me to reflect on my term and write some closing thoughts. I’m currently reading Anne Lamott’s book “Help Thanks Wow.”  Her writing inspired my thoughts about the past two years in our AFP chapter. Help The board members and volunteers… Read More

Wait, Don’t Just Pick Up the Phone

  So, you have decided to move forward with a call to a prospective foundation funder (after considering this information we shared in our last post, Call Me… Maybe: Determining If You Should Call a Foundation Prospect). The most important thing to remember: the contact you make with a potential funder can make or break… Read More

Call Me… Maybe: Determining If You Should Call a Foundation Prospect

To contact or not to contact? That’s the million-dollar question (okay, let’s be realistic – the $40,000 question). You’ve identified a new private foundation that might fund your organization, so you want to make contact with them right away and tell them all the ways your organization is a great investment opportunity for them. Now’s… Read More

Stewardship of Social Enterprise Investors

Successful social enterprise requires capital investment. I am honored to work with the organizations participating in The Patterson Foundation’s Margin Mission Ignitioninitiative. My role is to support their capital investment fundraising efforts. Social enterprise business planning is hard work and not coincidentally, raising the capital can be hard work, too. Once the business plan is… Read More