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Financial Management

[Tip Sheet]

20 Questions You Should Be Able to Answer About Your Org's Financial Health

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20 Questions That You Should Be Able to Answer At Any Given Time About Your Organization's Financial Health

  1. For each revenue line item, are we meeting our goals? If not, how much are we off, and do we have an explanation for why?


  2. What are acceptable variations and fluctuations in expected revenue?  
    3. Read more



[Private Vault Tool]


Budget Worksheet

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The budget should accurately reflect the direct costs of the project.

Typical budgets are divided into two parts:  Read more


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[Tip Sheet]

Budgeting Tips

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  1. Make sure the development office creates its own budget or has significant input into the budget process. Don’t set the development goal by looking at the organization’s income and expenses and expect the development office to make up the deficit, based on that information alone.
    2. Read more

      


[Private Vault Tutorial]


Database/Records Management

By Linda Lysakowski, ACFRE
CAPITAL VENTURE, CEO/President

It is important to have the structure of the development office in place before beginning a capital campaign. It is the foundation for any fundraising/development program. The composition of the development office should include:

  • Development Plan
  • Structure — staff & workflow
  • Operations — policies and procedures
  • Systems Management-based upon a database/fundraising software program
  Read more


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[Private Vault Tool]


Development Budget Worksheet

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A worksheet for creating your Development Office budget and tracking it through the year.  Read more


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[Private Vault Tool]


Development Committee Organizational Chart

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Organizational flow chart for the Development Committee.  Read more


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Development Office Start Up Special Offer!

If your organization is planning to start a development office this year, don’t miss this opportunity for savings! CAPITAL VENTURE is offering our start up program at a discounted price for clients who schedule before June 30, 2009 for start up before August 31, 2009.

In today’s economy, we know how important it is for you to maximize your budget and for your office to be cost-effective and successful immediately. The CAPITAL VENTURE program is a culmination of years of experience setting up development offices for nonprofits covering every area of interest and service.  Read more



[Tutorial]

Establishing the Development Budget

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Average: 3.3 (3 votes)
By Linda Lysakowski, ACFRE
CAPITAL VENTURE CEO/President

Establishing the development office budget needs to be done by the development officer and the administrative team of the organization. It is unrealistic to think that a development program can succeed without making an investment in the development office. It often takes two to three years for a development office to be bringing in sufficient funds to cover expenses. Start up costs may be substantial and it may take a while to develop a donor base. Some things that need to be included in the budget are:Read more



[Private Vault Tool]


Finance Committee Chair Job Description

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Finance Committee Chair Job Descripition



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