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May 2003                      
      >>>>>>back to e-newsletter

SPRING TIPS, UPDATES, and SERVICES from LAPA  

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IN THIS ISSUE:

-- Getting Results from Your Staff and/or Board Retreats

-- How to Use the Web to Fundraise Effectively

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WELCOME!

Spring greetings from Laurence A. Pagnoni and Associates, Inc. (LAPA). Our e-newsletter is designed to provide you with updates about our current services and to keep you informed about LAPA’s take on innovations in nonprofit management.

Please forward this to others whom you feel it would benefit. If you would like to be removed from our list, please follow the instructions at the end of the page. Thank you and enjoy!

Laurence A. Pagnoni, MA, MPA

lapagnoni@mindspring.com

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On Our Web Site: Exchange Links With Us!

LAPA offers a Link Exchange Program for the purpose of increasing awareness of available services and sharing information with other management, consulting, and philanthropic groups on the Internet. We encourage you to contact us to exchange links. If you would like us to link to your site please call LAPA’s Executive Assistant, Katie McMullen, at (212) 932-8001 x6. We also have HTML code available to help you with adding our link.

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GETTING RESULTS FROM YOUR STAFF AND/OR BOARD RETREATS

If you are like many nonprofits, you have a retreat coming up this Spring. The period between now and July is one of the busiest times of the year for Board, staff, and executive retreats. Unfortunately, many people leave such events feeling that their time was not productively used, and that the retreat did not spur action.

LAPA strongly believes that effective planning and facilitation can solve these problems. This belief arises from our experience in working with various organizations on the three most common types of retreats:

-- Board Retreats involve an organization’s directors and executive staff, and should focus on development of governance mandates and initiatives.

-- Executive Staff Retreats give EDs the opportunity to catalyze discussion among senior officers on objectives for the organization.

-- Staff and Board Retreats are broader, involve the entire staff, and should focus on macro-level goals.

Understanding the different purposes of these retreats is important to assure the best organizational intervention. LAPA believes that three other considerations are vital as well:

1) Implementation Strategy: Often, organizations conduct retreats without giving forethought to the implementation strategy to be used after the event. LAPA suggests that organizations build in such a strategy from the beginning. For example, the approach of going into a retreat with a list of recommendations for action, and having Board or staff members react to these recommendations, is much more action-oriented than simply hoping that something will happen. Unless you prime the pump, implementation may never occur.

2) Gender and Racial Parity: We believe in gender parity of the retreat facilitators, and in having multi-cultural and multi-racial facilitation when it makes sense. Gender balance, in particular, often helps to create greater sensitivity to personality differences among your participants (see #3 below). In our experience with one organization, we found that having a native Spanish-speaker translate retreat presentations for a diverse Board of Directors greatly enhanced the experience for several individuals, and also prompted better discussion. The organization had not previously considered translation a necessity.

3) Personality Differences: We structure our approach with attention to personality differences, based on the Myers-Briggs inventory. Some people don’t place much credence in these measures. However, we think that they are good indicators of how participants absorb information differently.

Understanding personality differences means more than alternating use of oral presentation, visual material, and facilitated discussion. It also involves encouraging better participation. For example, when one group member remains quiet throughout most of a retreat, it may reflect a preference for analyzing and synthesizing data before speaking. The group benefits tremendously if a facilitator knows when to turn to such a person for his/her depth of knowledge.

It is in the interest of all organizations to dispel the idea that retreats are a waste of time, and to make these events into springboards for action. LAPA can provide additional resources on retreat planning by request. Please call LAPA’s Senior Associate, Melissa Shurkin, at 212-932-8001 x4 to learn more.

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HOW TO USE THE WEB TO FUNDRAISE EFFECTIVELY

Despite the heady optimism of the late 1990s, the Internet has yet to become the holy grail of fundraising. Most small- and medium-sized nonprofits do not raise a significant amount of money through on-line fundraising. Lack of understanding about how to use the Web effectively creates many missed opportunities. Even organizations that do take the initiative to develop Web-based fundraising often do so in isolation, without integrating it with personalized efforts to contact donors. One of LAPA’s fundraising fundamentals is that people give to people. If you don’t have a way to follow-up web contacts with personalized attention, your fundraising will be much less successful in the long term.

LAPA has had the privilege of working with many nonprofits on using the Web to enhance fundraising. From this experience, we have drawn several important lessons that could be valuable for your organization:

1) Use On-line Donation Portals: LAPA recommends using giving portals like CharityWave (www.charitywave.com) and Network for Good (www.networkforgood.org). These allow people to donate to your organization on-line, through a secure credit card transaction. There’s no need to worry about security, as giving portals have excellent reputations for safeguarding data.

In addition, giving portals can be useful as an administrative tool. If your organization receives a credit card donation over the phone or in the mail, you can enter the information into the portal yourself to process the credit card without paying a fee.

2) Communicate with the Public: Many prospective donors do research on-line before giving. Organizing your Web site so that visitors can quickly find information about your mission, programs, and finances is vital in promoting donations.

3) Build Your Network of Supporters: Mailing lists give individuals the opportunity to sign up for more information about your organization. List-building features on your Web site can collect appropriate names and contact information from interested site visitors.

Of course, once visitors supply this information, it is your responsibility to follow-up. In-house fundraising staff or outside consultants who are diligent in providing visitors with the information that they need make all the difference in separating effective on-line strategies from the many fancy but ineffective Web pages that now exist.

4) List Yourself With Search Engines to Position Your Organization as a Leader: Only by taking this step will you allow people doing research in your field to find you. LAPA has researched the search engines that are worthwhile for those on a limited budget. This analysis is available free of charge by calling us.

5) Register with GuideStar: LAPA is shocked at how few organizations have registered at GuideStar, the leading on-line database for nonprofits. Donors visit the site to obtain general information as well as your completed Form 990. Having this information readily available enhances your credibility and donor-friendliness. You can register on-line at (www.guidestar.org). All LAPA clients are automatically registered for free.

We believe that on-line giving strategies can directly complement your organization’s continuous efforts to cultivate individual donors and volunteers. In fact, they should be designed to do just that.

LAPA is available to help you with these tasks. Call Bodi Luse at 212-932-8001 x5 for a free consultation on how your organization can make the Web an effective tool for fundraising.

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LAPA associates may be reached as follows:

Enid Harlow, MA: eharlow@lp-associates.com

Melissa Shurkin, MMHS: mshurkin@lp-associates.com

Bodi Luse, MS: bluse@lp-associates.com

Mark Engler, BA: mengler@lp-associates.com

Katie McMullen, BA: kmcmullen@lp-associates.com

Elsa Rios, MSW: elsarios7@aol.com

Julia Ritchie, CSW: ritchieinc@aol.com




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