1. “How to Communicate with a Donor to Build ‘Relationship.’” Thinking, speaking and writing. Challenges people to see from Donor’s perspective to understand what they want, are looking for, need, etc. Stresses importance sharing relationship aspect from Donor’s perspective in an “other-orientation” to use in person, mailing and even submitting online. Includes assessing position in community through Pillars of Poverty. Also, see #16.
ᴏ 01a Building Relationships with Donors. The Chapter Overview/Summary.”
in MSWord, 6 pages, read first--Important. SAME Document: 16d.
ᴏ 01b Grant Proposal Shell Template in MSWord October 2018”
in MSWord, 9 pages. SAME Document: 03a, 16c.
ᴏ 01c Submitting a Proposal Online. Thoughts and Guidance”
in MSWord, 2 pages. SAME Document: 03c.
ᴏ 01d Pillars of Poverty Categories Jan 2019 Overview/Summary”
in MSWord, 2 pages. Read first—Important! SAME Document: 13a.
2. “Assessing and Documenting Community Impact and Transformation for Supporters.” Why do we do what we do? Why should we do it? What are the needs? How does my C.R.P. Warehouse make a difference? What qualities does it take to serve? Assumptions? (Volunteer hours, documenting value of product, mileage, etc.) and how to share it “in good faith.” Documenting Volunteer hours for churches AND nonprofits to demonstrate impact and transformation for use with supporters and Year-Beginning and Year-End Reports and Grant Proposals. This is a brief Overview of Values and Documentation for Community Impact and is clearly a subjective summary—NOT comprehensive (involves estimating).
ᴏ 02a Being a Community Change Agent for GOOD!” 2019. Overview/Summary
in MSWord, 6 pages, read first--Important. SAME Document: 03b, 13b.
ᴏ 02b The Value and Documentation of Volunteer Hours.” Jan 2019
in MSWord, 6 pages, read first--Important.
ᴏ 02c Sample Community Impact of a Project Connect EVENT” Monetize Community Transformation?
in EXCEL.
ᴏ 02d How a Warehouse and Project Connect work together January 2018 Grant Request"
in MSWord, 3 pages. SAME Document: 17b, 18b.
ᴏ 02e Items that cannot be purchased with Food Stamps one pager"
in MSWord, 1 page.
3. “Sharing Your Vision for Funding Opportunities.” With Corporations, Foundations, Individuals in your community that give money, match Volunteer hours of their employees, retirees and stockholders with money for you, finding them and connecting with them. Also, the “Matching Dollar for Dollar” list. This written document is Overview for Nonprofits to know what Donors Want and Need to know. Currently in MSWord and is a chapter in numerous books and training manuals.
ᴏ 03a Grant Proposal Shell template in MSWord”
in MSWord, 9 pages, read first. SAME Document: 01b, 16c.
ᴏ 03b Being a Community Change Agent for GOOD! Overview/Summary”
in MSWord, 6 pages, read first--Important. SAME Document: 02a, 13b.
ᴏ 03c Submitting a Proposal Online. Thoughts and Guidance”
in MSWord, 2 pages. SAME Document: 01c.
4. “The Types of AND Community Impact of Thank You Notes.” Why are Thank Yous important? 1. a sufficient Thank You, 2. Thank You ANYWAY, 3. Volunteer Thank You, 4. handwritten thank you. Make it personal (printing on your computer, showing value and educating your donor, using blue ink and being timely) NOT business. Document, quantify and share your story!
ᴏ 04a The Power of a Thank You & Thank You Request Note Card Overview/Summary”
in MSWord, 3 pages, read first--Important.
ᴏ 04b First Sufficient Thank You Sample Tax Receipt Letter 2018”
in MSWord, 2 pages, read first--Important.
ᴏ 04c Second Sufficient Thank You Sample Tax Letter”
in MSWord, 2 pages.
ᴏ 04d First Volunteer Thank You Sample 2018”
in MSWord, 2 pages.
ᴏ 04e Second Volunteer Thank You Sample 2018”
in MSWord, 2 pages.
ᴏ 04f First Thank You Anyway Sample 2018”
in MSWord, 2 pages, read first—Important.
ᴏ 04g Second Thank You Anyway Sample 2018”
in MSWord, 2 pages.
5. “Developing a Printed Brochure Sharing Your C.R.P. or Organization.” Also, educating your community with and a Response Card for supporters, Items Needed List, etc.).
ᴏ 05a Jacks Warehouse Brochure Nov 2018 Bobs Final Brochure SAMPLE DRAFT with Inserts”
in MSWord, 4 pages.
ᴏ 05b Sample Community Impact Brochure 2018 Bobs Final DRAFT”
in MSWord, 2 pages.
ᴏ 05c Placemat for Open Door DRAFT 2018”
in MSWord, 1 page.
6. “Using Templates, Another Organization’s ‘Stuff’ and Best Practice Guides.” Don’t be offended and take it personal! Stay teachable and know that people want to help you to help yourself—utilize Skype, Zoom, Go to Meeting, etc.
ᴏ 06a Website or Facebook and doing your own for very little money”
in MSWord, 2 pages.
ᴏ 06b Press Releases and sharing your story—Several Samples”
in MSWord, 4 pages.
7. “Website or Facebook—Communicating Today. Donors want BOTH!” With ideas of how to do your own for very little money.
ᴏ 07a Using Templates and not reinventing the wheel and self-building options"
in MSWord, 2 pages.
8. BUT What are In-Kind Gifts and How Do I Track Their Value?
ᴏ 08a In Kind Donations and Giving” Blog Article Overview/Summary.
in MSWord, 2 pages.
ᴏ 08b Understand, Acknowledge, Value and Track In-Kind Gifts”
in MSWord, 3 pages.
ᴏ 08c Sample in-kind Donation Value Guide for IRS Goodwill and Salvation Army combined”
in MSWord, 1 page.
ᴏ 08d Sample Tracking Truck Load Pick Up and Store Pick Up
in MSWord, 1 page.
9. “Good Samaritan Legal Document and Benefits of Donating to a C.R.P. OR Your Organization.”
ᴏ 09a Good Samaritan Laws Overview/Summary and Definitions April 2018”
in MSWord, 4 pages, read first—Important!
10. “Sample of C.R.P. Set-up: How to track and document product and make it work.” Still in development with Good360.
ᴏ 10a Good360 Melissa Sample Ideas and Potential Layout for Products 2019”
in MSWord, 3 pages.
11. “Other Community Grants and ‘Lower-Hanging Fruit’ to Explore (with Lists).” Banks, Rotary, Civic Clubs, Chambers of Commerce, United Way-Type Agencies, Walmart/Sam’s local store giving, Costco, etc. Also, Matching Gifts for Retirees, Employees, Stockholders, etc.
ᴏ 11a Companies and Websites for Local Community Giving Jack Bob Jan 2019”
in Excel, 7 pages. Read first.
ᴏ 11b Newer Matched Givers List January 2019”
in MSWord, 7 pages.
ᴏ 11c Shop with Script Company Listing January 2019”
in pdf, 10 pages.
ᴏ 11d Store Front Half-Page flier Nov 2018 Bobs FINAL”
in MSWord, 1 page.
ᴏ 11e SAMPLE Walmart Online Community grant” BEFORE HITTING SUBMIT—budget, board, etc.,
in MSWord, 5 pages.
12. “Board Responsibilities and Actions with Guidelines.”
ᴏ 12a Board Member Roles and Responsibilities Overview/Summary”
in MSWord, 2 pages Read first—Important! SAME Document: 15i.
ᴏ 12b Board Member Bio Format and Samples Feb 2019”
in MSWord, 2 pages. SAME Document: 15g.
13. ‘Pillars of Poverty” Explanation Summary Document. Understanding and Sharing Community Support. The larger picture of cooperating and collaborating to meet needs in your community OVERVIEW. Also, Characteristics of a Community Social Change Agent. This is a brief Overview of Pillars of Poverty and Character Qualities Needed in order to address the issues.
ᴏ 13a Pillars of Poverty Categories Jan 2019 Overview/Summary”
in MSWord, 2 pages. Read first—Important! SAME Document: 01d.
ᴏ 13b Being a Community Change Agent for GOOD!”
in MSWord, 5 pages. SAME Document: 02a, 03b.
14. “The Value of Letters of Endorsement and Support.” EVERYONE should have 7 to 10 letters to demonstrate and build community support.
ᴏ 14a Letters of Endorsement and Support 2019 Overview/Summary with Samples”
in MSWord, 5 pages. Read first.
The following Manuals and toolkits are a LOT of pages BUT are on the USB for anyone who may be interested in them:
15. “Becoming an Independent Nonprofit Organization.” Filing State-level Articles of Incorporation, E.I.N., By Laws, completing the 1023 (I.R.S. application), and the I.R.S.-required expanded Explanations. Whether a new organization OR starting a “Network” to work together and start a C.R.P. OR Starting ANY Nonprofit in the United States or Abroad. This packet is an Overview of what needs to be thought through, filed and completed. Something changed in one file MUST be consistently changed in the others. Contact Bob for guidance and questions prior to starting your own.
ᴏ 15a Want to be a Nonprofit and Incorporate? Jan 2019”
in MSWord, 5 pages. Read first—Important!
ᴏ 15b Template Articles of Incorporation January 2019”
in MSWord, 4 pages.
ᴏ 15c Template Bylaws January 2019”
in MSWord, 9 pages.
ᴏ 15d SAMPLE 1023 IRS Application January 2019”
in pdf, 29 pages. (This 1023 is the Actual core application that goes with Attachments to the I.R.S.)
ᴏ 15e Template Attachment to explain 2% and major donors Jan 2019”
in MSWord, 1 page.
ᴏ 15f Template Attachment to 1023 January 2019”
in MSWord, 8 pages.
ᴏ 15g Board Member Bio format and Samples Feb 2019 for 1023 Attachment”
in MSWord, 2 pages. SAME Document: 12b.
ᴏ 15h Instructions to mail to IRS completed packet March 2019”
in MSWord, 2 pages.
ᴏ 15i Board Member Roles and Responsibilities Overview/Summary”
in MSWord, 2 pages Read first—Important! SAME Document: 12a.
16. “Artful Askers Building Relationships with Donors Workshop Part I and II” (and flier for Hosting a capacity-building and sustainability workshop in your city). This one-day workshop teaches people everything from working together, to gleaning and leveraging, to writing grants and developing relationships with Doers and Donors to access resources. This Workbook is a printed manual of 124 pages and goes with a DVD Series.
ᴏ 16a Artful Askers Workbook” with updated Gardner address and
in pdf, 124 pages. This is Overall Process of Building Relationships with Donors.
ᴏ 16b Sample Flier for Artful Askers Workshop in your city”
in MSWord, 1 pages.
ᴏ 16c Grant Proposal Shell template in MSWord October 2018”
in MSWord, 9 pages. SAME Document: 01b, 03a.
ᴏ 16d Building Relationships with Donors. The Chapter Summary.”
in MSWord, 2 pages. SAME Document: 01a.
17. “In-Kind Giving, Gleaning and Leveraging—Starting A Warehouse Toolkit!” Helping Children, Youth and Families, People with Disabilities, Seniors, Low-Income and the ‘Working Poor’ to Better Health and Better Living. 50 pages of information and tips, instructions and 50 pages of Appendix of various articles, summaries, samples, etc. Starting a Warehouse—Basic level education (NOT graduate level education). This is a handbook of “how to do it yourself in your community” includes many Samples, Templates, etc. Available in MSWord. Was written on a grant.
ᴏ 17a FINAL Warehouse Toolkit 1st round Edits May 13 2018 Gleaning and In Kind Giving”
in pdf, 99 pages.
ᴏ 17b How a Warehouse and Project Connect work together January 2018 Grant Request"
in MSWord, 3 pages. SAME Document: 02d, 18b.
18. “Project Connect Community Toolkit: Set-up a One-Day, One-Stop Shop Day of Hope in Your City.” To meet the needs of underserved and uninsured people with critical needs and to empower communities to enhance the lives and health of their neighbors. 40 pages of directions and guidelines. 80 pages of Appendix of various articles, summaries, samples, etc. Hosting a Project Connect Event a coordinated one-day effort to serve the uninsured, the underinsured and the less fortunate in your city! This is a handbook of “how to do it yourself and do one in your community” includes many Samples, Templates, etc. Available in MSWord. Was written on a grant.
ᴏ 18a FINAL Project Connect Toolkit 1st round Edits May 12 2018”
in pdf, 124 pages.
ᴏ 18b How a Warehouse and Project Connect work together January 2018 Grant Request"
in MSWord, 3 pages. SAME Document: 02d, 17b.
19. “Skill-Based Resume—A ‘New Style.’ Make Your Own and Engage in the Process!” 15 pages of Overview about Resumes, Cover Letters, Questions You Should Expect to Be Asked, What to Wear and Not Wear for Interview, etc. Then, 30 pages of Appendix of various samples from which to cut-and-paste a good resume. . . Everyone should have a good resume on hand for MANY reasons BUT as you apply for grants, funders request one often for the leader of the organization. A good resume can help you AND a bad resume can hurt you.
ᴏ 19a Skill Based Resume Guide with 30 pages of Samples November 2018”
in MSWord, 40 pages.
ᴏ 19b Shell template Skill Based Resume in MSWord 2019”
in MSWord, 4 pages.
