Laying a Foundation for Growth

Money shouldn't prevent you from changing the world.

Broad Oaks Consulting and Solace Media have joined forces, bringing an affordable solution to small to medium sized nonprofits that lays a foundation for sustainable growth.

Interested in this course? Email us at angela@broadoaksconsulting.com

LFG Learning Modules

Create Organizational Continuity with Lifetime Access to our Learning Library

1. Here's How it Works
2. What Business are you In?
3. Program Overview
1. Why the Assessment Cannot be Skipped
2. Who should you Invite to your Assessment?
3. Inviting People to Participate in your Assessment
4. Identifying the Right People to Participate in your Assessment
1. Introduction to Data
2. How and What to Track about your Programs
3. Is Tracking Program Data Really that Important?
4. Homework - Program Data Questionnaire
1. Donor Data - What you need to know
2. What you - and others - need to know about your personal relationships
3. Creating Evergreen Notes
4. Establishing Connections and Giving Credit Where It's Due
5. Audience Segmentation and Attributes
6. Entering and Tracking Data about Gifts
7. Creating Organizational Continuity
8. Donor Data Homework Part 1 - About your Donor Data
9. Donor Data Homework - Part 2 - Unlocking Donor Insights
1. What if for profit businesses were funded like nonprofits?
2. Organizational Funding Data
3. Final Data Exercise: Understanding Your Revenue Mix
1. The Secret to Fundraising
2. The Power of Story
3. Storytelling: The Cornerstone to Campaigns
4. Crafting Your Story
5. Ai: The Best Campaign Hack Yet
6. Why is Direct Mail Marketing Not Dead Yet?
7. Designing Your Campaign
1. Introducing the Lifecycle of a Donor
2. The Lifecycle of a Donor
3. The Value of a Sustaining Donor Part 1
4. The Value of a Sustaining Donor Part 2
5. HOMEWORK: A Prelude to Stewardship
1. What the heck are Revenue Streams?
2. How Diversified is Your Revenue?
3. What should your revenue mix actually look like?
4. How do you grow individual giving revenue?
5. What kind of revenue should you be targeting?
6. HOMEWORK: Identify a Smart New Revenue Stream
1. What is Stewardship?
2. The Four Personality Styles
3. How do you know who has which personality style?
4. A Closer Look at Each Style
5. Which style is your donor?
6. How does this relate to good stewardship?
7. HOMEWORK: Time to Think Strategically
1. The Art and Science of Fundraising
2. What is Moves Management?
3. Major Gift Fundraising and the Personality Styles
4. Making Moves with Expressives/Talkers
5. Making Moves with Doers/Directors
6. Making Moves with Supporters/Amiables
7. Making Moves with Controllers/Analyticals
8. The Personalities and their Needs
9. HOMEWORK: Deepen Your Donor Cultivation Strategy
1. Acquiring New Donors
2. Organic Growth Through Events
3. Growing Your Social Networks
4. Paid Social Media Strategies and Why you should Invest in Them
5. Mastering Your Social Media Strategy
6. Unlock Valuable Donor Data
7. This is a Long Game
8. HOMEWORK: Expanding your Database
1. Your Board's Role in your Organization
2. Growing your Board of Directors
3. Your Board is your Team
4. NEW HOMEWORK: Building a Strategy to Increase Board Engagement
1. What have we accomplished?
2. 5 Strategies to Ensure your Success
3. What all leaders agree they need to do, and no one does
4. HOMEWORK: Back Planning for the Future
1. Introduction to the Gift Solicitation Process
2. The Gift Solicitation Process
3. Setting the Meeting
4. The Art of the Interview
5. Crafting and Asking Purposeful Questions
6. Validating and Affirming Concerns
7. Creating a Sense of Urgency
8. Putting it Together
1. How to Run an Effective Fundraising Event
2. Tools to Plan a Powerful Event
3. Power Reads for Nonprofit & Fundraising Success 📚🚀
4. Nonprofit Websites Done Right

85 lessons