Matthew Wiltshire

📄 Drafting an effective Request for Proposal (RFP) is crucial for selecting the right investment advisor for your organization. Our time-tested RFP template ensures you ask the right questions and can objectively compare potential advisors, making informed decisions with confidence. 🚀 Learn more about the RFP process and download an RFP template here: https://lnkd.in/gX28Dp5M #Nonprofit #InvestmentManagement #RFP #FinancialPlanning #NonprofitAdvisors #InvestmentAdvisor #eCIO #FinancialStrategy #NonprofitFinance

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"You can't manage what you can't measure." But, measuring the RIGHT metrics is also important for managing effectively. Are you measuring and valuing the right metrics? This article points out a few.

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Book Launch: Building The Infrastructure For Successful Nonprofit Fundraising https://lnkd.in/g_eFXbpC Tracy Vanderneck, President of Phil-Com debuts her new book on The Nonprofit Show! Building The Infrastructure For Successful Nonprofit Fundraising: 10 Essential Building Blocks For Nonprofit Fundraising takes readers through the structure needed to raise money. Learn from a Nonprofit Thought Leader on how organizations can take a strategic approach to crafting a fundraising model that lasts.

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The National Network of Consultants to Grantmakers (NNCG) and 21/64 are partnering on a survey to assess the practice of philanthropy by understanding the behavior and attitudes of grantmakers and the consultants and advisors who serve them. If you are a donor, staff at a grantmaking institute, or a consultant or advisor who works in the field of philanthropy, take this survey and share your insights on the role of consultants and advisors in helping Grantmakers advance their philanthropy:

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The National Network of Consultants to Grantmakers (NNCG) and 21/64 are partnering on a survey to assess the practice of philanthropy by understanding the behavior and attitudes of grantmakers and the consultants and advisors who serve them. If you are a donor, staff at a grantmaking institute, or a consultant or advisor who works in the field of philanthropy, take this survey and share your insights on the role of consultants and advisors in helping Grantmakers advance their philanthropy:

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The Far Side of Fundraising Tip of the Week Transactional fundraising leads to high rates of donor loss. Most organizations lose 4 out of 5 first-time donors. The more rapidly and impersonally we secure support, the more we sub-optimize giving potential and the more rapidly donors depart. High rates of donor attrition, coupled with the continue contraction of giving households, spell long-term disaster for most nonprofits. Don't follow the transactional lemmings as they plunged into the sea. Adopt sustainable practices. You may be in the minority but you will help your organization survive and eventually thrive. This one requires that you closely to see who stands out in adopting sustainable practices.

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🎇 🎇 As acquisition gets harder and retention rates fall, don't you think it's time to reimagine our grassroots and mid-level fundraising approaches? 🎇 🎇 ➡ We built our very successful direct-response fundraising programs to appeal to the Greatest and Silent generations. 🚩 BUT today our prospect pool (and a lot of our donor pools) are made-up of Baby Boomers and older GenX'ers. Even Millenials and Gen Z are starting to donate. The biggest changes in how folks behave are not where you shop, political affiliation, or demographics (to name a few). Yes, these things influence behavior and may be part of the broad makeup of your donor base. ❓❓ ❓ So, what's the biggest factor? GENERATION. 🔥🔥🔥 💭💭 Some food for thought: ▶ The Greatest Generation: 💠 Motivated by a sense of duty and tradition 💠 Often supported the same causes throughout their lives 💠 Giving was usually more private 💠 Regular donations (i.e., strong retention!) 💠 Volunteered as part of the community, especially with religious or service organizations ▶ Baby Boomers: 💠 Engage with causes that resonate with their personal values and experiences 💠 Participate in recurring giving programs 💠 Use digital media, but prefer traditional methods 💠 Volunteer with causes they support 💠 Couple their donations with volunteerism Have you changed your fundraising strategies AND metrics to accommodate the newest group of prospects and donors?

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Discover how to strengthen your nonprofit’s financial stability by establishing a clear and effective policy for managing funds across cash, reserves, and long-term assets. 💼 Empower your organization with the tools needed for financial resilience and strategic fund management. 🌟 #NonprofitFinance #InvestmentManagement #FundMovementPolicy #FinancialStability #NonprofitLeadership #LongTermAssets #CashReserves #eCIO #NonprofitSuccess https://hubs.la/Q02T0GJ90

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Discover how to strengthen your nonprofit’s financial stability by establishing a clear and effective policy for managing funds across cash, reserves, and long-term assets. 💼 Empower your organization with the tools needed for financial resilience and strategic fund management. 🌟 #NonprofitFinance #InvestmentManagement #FundMovementPolicy #FinancialStability #NonprofitLeadership #LongTermAssets #CashReserves #eCIO #NonprofitSuccess https://hubs.la/Q02T0s8l0

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With an estimated $68-$84 trillion poised to change hands in the next two decades, the role of planned giving in nonprofit fundraising has never been more crucial. Learn how your organization can leverage this shift to secure a lasting legacy in the article below.

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#2 Consider establishing or using a donor-advised fund account, making tax-deductible contributions before year-end, and deciding on grant recommendations next year and beyond.    One powerful way to give smartly is through Donor-Advised Fund (DAF) grants. By leveraging your DAF, you can make a difference in our community while enjoying immediate tax benefits and the flexibility to support multiple causes over time. If you don’t yet have a DAF, reach out to Kitsap Community Foundation, and we can help you set one up before the end of the year. If you already have a DAF outside of KCF, you can recommend a grant to KCF to support ALL the nonprofits in Kitsap and North Mason Counties. It's a win-win for you and the causes you care about. Learn more at https://lnkd.in/gXa9tsQD. Any contributions of cash or non-cash assets received by December 31 are eligible for a 2024 tax deduction. Donors may then take time to develop a strategic giving plan and recommend grants to charities in 2025 using the charitable dollars set aside in 2024. Please don’t hesitate to reach out for more information or to discuss options. We can be reached at info@kitsapfoundation.org or (360) 698-3622. Or learn more at https://lnkd.in/gSAZUKvk.

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During Small Business Month, it's an excellent moment to contemplate integrating the WOSB certification into your portfolio. The Women-Owned Small Business (WOSB) Certification presents a chance to tap into government contracts, as annually, the government aims to allocate 5% of all contracts to Women-Owned Small Businesses, offering numerous opportunities to deserving small businesses like yours. This initiative aims to bolster female representation in the business sector and to furnish opportunities that may have been previously unavailable. If your business is majority-owned and operated by women (51%), you may qualify to access a portion of these funds. At Women's Business Council Southwest, we provide this certification. It can bring opportunities that you didn't know existed.

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My latest article on place-based economic development. “Policy advocacy is most effective when it is grounded in evidence and community voices. Innovative place-based initiatives provide the proof points needed to drive legislative action. My experience has shown that when nonprofits, businesses, and policymakers collaborate on localized solutions, the resulting policies are not only more equitable but also more impactful.” #Innovation #PlaceBasedDevelopment #EconomicMobility #PolicyAdvocacy

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As a proud member of National Network of Consultants to Grantmakers (NNCG), we recommend participating in this ten-minute survey to inform the 2024 Philanthropy Benchmark Survey: Insights on the Role of Consultants and Advisors in Advancing Giving. Link to survey here: https://lnkd.in/ggYjtX-H The results will help assess the practice of philanthropy by understanding the behavior and attitudes of grantmakers and the consultants and advisors who serve them. #philanthropy #funding #grantmakers

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Sponsors, foundations, and individual funders don't care as much about your cause as they do about your company/organization results. Trust-based funding after years of being a funder and getting funded means doing the work to understand how you are transforming your community while helping funders to take partial owness. #funding #sponsors #socialimpact #nonprofit #mobilize #eventplanning #politics #events

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DMGroupConsulting presents "About Fundraising: The Podcast" This podcast shares some great, useful advice on how to get the most from your nonprofit board of directors. Does each board member have an individual board engagement plan? What are the pros and cons of board term limits? We talk about all that and more in this episode with Benjamin Mohler ACFRE. https://lnkd.in/gCG-iJej #podcast #Nonprofits #philanthropy #board #boardmember #engagement #BoardOfDirectors #usefuladvice #APC #associationofphilanthropiccounsel

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