Page 2 - Nonprofit Fundraising Guide
P. 2

FROM THE EDITORS                                                                                                                                                                                                                                                                                               2
                               CERINI & ASSOCIATES, LLP
                               CERTIFIED PUBLIC ACCOUNTANTS
                                                                                                       FUNDRAISING TRENDS:                                                                      INFLUENCER MARKETING FOR NONPROFITS:

                                                                                    Exploring key fundraising trends, including economic strategies,                               Highlighting strategies to engage influencers and maximize outreach in the
                                                                                    AI-driven  donor  engagement,  diversified  donor  bases,  social                              digital age.                                                                              TABLE OF CONTENTS
                                                                                    media leverage, and connecting  with all generations to boost
                                                                                    support.                                                                                                  LEVERAGING AI FOR FUNDRAISING AND EVENTS:
                                                                                                                                                                                                                                                                           FUNDRAISING TRENDS                                       3-6
                                                                                            MAXIMIZING YOUR NONPROFIT’S SUCCESS                                                    Exploring  the  potential  applications  of  artificial  intelligence  to  enhance
                                                                                                        ON GIVING TUESDAY:                                                         fundraising efforts and event management.                                               GIVING STATISTICS                                        7-8

                                                                                    Offering  guidance  to  help  your  nonprofit  succeed  on  Giving                                            UNLOCKING THE POTENTIAL OF GRANTS:                                       MAXIMIZING YOUR NONPROFIT’S                              9-12
                                                                                                                                                                                                                                                                           SUCCESS ON GIVING TUESDAY 2024
                                                                                    Tuesday with strategies for engaging donors, boosting visibility,
                                                                                    leveraging  gift  matching,  setting  SMART  goals,  and  creating                             Explore  how  to  identify  grant  opportunities,  craft  tailored  proposals,  and     UNDERSTANDING YOUR DONORS:                               13-16
                                                                                                                                                                                                                                                                           TAILORING OUTREACH FOR EACH GENERATION
                                                                                    impactful visuals.                                                                             navigate  the  application  process  to  secure  funding  for  your  nonprofit’s
                                                                                                                                                                                   mission.                                                                                UNDERSTANDING THE GREAT WEALTH TRANSFER                  17-18
                                                                                                                                                                                                                                                                           AND ITS SIGNIFICANCE
                                                                                      UNDERSTANDING DONORS AND TAILORING OUTREACH
         I   n a challenging philanthropic landscape where the need for                                FOR EACH GENERATION:                                                        We believe that this fundraising guide will prove instrumental in amplifying            GIFT ACCEPTANCE POLICIES                                 19-20
                                                                                                                                                                                                                                                                           FUNDAMENTAL CONSIDERATIONS
                                                                                                                                                                                   the  impact  of  nonprofit  organizations  and  fostering  a  thriving  ecosystem
             services has outpaced government funding, compounded by                                                                                                               of  support  for  critical  causes.  Your  commitment  to  philanthropy  and  the       YOUR FUNDRAISING STRATEGY & YOUR BOARD:
        the economic implications of inflation, the vital contributions from        Equipping  organizations  with  knowledge  to  comprehend  donor                               betterment of our society is truly inspiring, and we are eager to assist you in         STOP LEAVING MONEY ON THE TABLE                          21-24
        donors have become increasingly crucial to the sustained success            behavior and implementing effective online fundraising strategies.                             achieving your fundraising objectives through this invaluable resource.
        of nonprofit organizations. Unfortunately, we are seeing a squeeze                                                                                                                                                                                                 ONLINE GIVING STATISTICS                                 25-26
        in middle market gifts, with less people contributing on an annual            UNDERSTANDING THE GREAT WEALTH TRANSFER AND                                                  Should you have any inquiries or require further assistance, please do not
        basis.  While  giving  in  2024  and  2025  are  expected  to  be  up,                           ITS SIGNIFICANCE:                                                         hesitate to connect with us. We look forward to your continued success in               USING AI FOR FUNDRAISING AND EVENTS                      27-28
        much of that increase is coming from larger gifts, which creates a                                                                                                         your noble endeavors.
        concern for those organizations that do not have access to higher           Gain an understanding of the $84.4 trillion Great Wealth Transfer                                                                                                                      INFLUENCER MARKETING FOR NONPROFITS                      29-30
        net worth individuals.  In response to these shifting dynamics and          and  how  nonprofits  can  secure  funding  by  engaging  younger                                                                                                                      UNLOCKING THE POTENTIAL OF GRANTS FOR NONPROFITS:
        the evolving nature of fundraising, Cerini and Associates, LLP, has         donors,  leveraging technology,  and enhancing  planned  giving                                                                                                                        A COMPREHENSIVE GUIDE TO EFFECTIVE GRANT PROPOSALS       31-34
        taken proactive steps to address the unique challenges faced by             programs.
        nonprofits  in  the  current  fundraising  landscape.  We  recognize                                                                                                                                                                                                           THANK YOU TO OUR GUEST CONTRIBUTORS
        the need for comprehensive and insightful resources to empower                           GIFT ACCEPTANCE POLICIES AND                                                                                                                                              CHRISTINE DESKA                    DAVID GOLDSTEIN
        organizations like yours to navigate this changing environment                                WEALTH TRANSFERENCE:                                                                                                                                                 CO-FOUNDER & PRESIDENT             PARTNER
        effectively.                                                                                                                                                             CPA, CFP, FABFA   MATTHEW BURKE   MAHNAZ CAVALLUZZI   TANIA QUIGLEY   LAUREN GRANDINETTI   BELLESBOARD                       CERTILMAN BALIN ADLER
                                                                                                                                                                                  KEN CERINI
                                                                                                                                                                                                                                                                           & NONPROFIT SECTOR STRATEGIES
                                                                                                                                                                                                                                                                                                              & HYMAN, LLP
                                                                                                                                                                                                                                           CPA
                                                                                                                                                                                                                                                             CPA
                                                                                                                                                                                                                         CPA
                                                                                                                                                                                                      CPA, CFE
                                                                                    Providing guidance on crafting effective gift acceptance policies                           MANAGING PARTNER      PARTNER           PARTNER           PARTNER           MANAGER
        To assist nonprofit organizations in adapting and thriving within           and understanding the transfer of wealth dynamics.
        this dynamic ecosystem, we have leveraged our extensive network                                                                                                                                                                                                    NICK LYNCH                         DARREN PORT
        of professionals  and collaborated to craft a comprehensive                     YOUR FUNDRAISING STRATEGY AND YOUR BOARD:                                                                                                                                          CEO                                CEO & FOUNDER
                                                                                                                                                                                                                                                                                                              POWERED BY PROFESSIONALS
                                                                                                                                                                                                                                                                           COLLIDESCOPE.IO, INC.
        fundraising  guide.  This  guide  encompasses  a  wide  array  of
        essential topics, aiming to equip nonprofits with knowledge and             Gain  insights  on  how  to  effectively  involve  your  board  in  your
        strategies that can drive successful fundraising efforts. Some of           fundraising strategies and leverage their strengths to maximize
        the key areas covered in this guide include:                                success.
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