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Our organization has a small pool of funders and would like to increase it to improve the long-term viability of the organization. What specific recommendations or resources would you suggest to aid in that process?

Posted on by Gina

Answer: Diversifying your revenue sources is an critical step in ensuring your organization’s sustainability.  It is important to explore a mix of: funders or funding sources, such as individuals/households, government, businesses/corporations, private and public foundations funding types, such as ongoing funding (annual giving, multi-year grants), episodic or one-time funding; a capital campaign (if applicable); and bequests/planned giving self-generated…

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Can you please describe the roles that staff and board members play in the strategic planning process?

Posted on by Gina

Answer: Thank you for your question, Susan. As you are aware, strategic planning is the process of establishing longer-term goals for an organization – typically for a three period. Strategic planning is important for all organizations as it helps to provide a context for the day-to-day efforts of staff and volunteers, and ensure that these…

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Question: My board wants to be involved in the day-to-day decisions of the organization. How do I help them to understand their role?

Posted on by Gina

Answer: It is common in the voluntary sector for boards to want to involve themselves in day-to-day issues, especially with smaller organizations and those in the early stages of development. However, there are risks associated with this approach, especially if it goes on for too long. If the board is focusing on operational or even…

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Question: How do I create a reserve fund and how much do I need?

Posted on by Gina

Answer: Every organization should have a reserve fund for contingencies, very much in the same way that every individual should have savings.  A contingency fund can be used for emergencies, unplanned expenses, revenue short-falls, cash flow, legal issues, and closures. Reserve funds also can be created for specific projects, as long as the amount of…

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