Writing an effective appeal letter is a crucial skill to increase donations and donor involvement. However your outreach efforts are made, through letters, emails, or even through your website, an appeal letter is your chance to update your members and community on the work you’re doing and how their support can help. Use this ten-step […]
To set fair and equitable compensation, it’s essential to take time to be clear on your philosophy and develop a transparent policy. The following resource and samples will help you develop strong, fair, and transparent compensation.
To promote belonging and to create an equitable and inclusive culture across your organization, it’s important to review your holiday and paid-time-off policies and ask yourself these questions and more. This resource will aid you in assessing your holiday and paid time off policies, consider revisions to your it, and offers a sample policy.
Fund development staff can play an integral role in implementing DEI in their work by using an equity lens to review your practices, outreach, and decisions. This resource offers questions to ask yourself, your team, and your organization to ensure that an equity lens is applied to your fund development efforts and internal work.
This tutorial walks you through a solution for U.S organizations to show grant revenue from one year to the next that won’t mess up your bottom line. It will also leave your organization an easy way to read and understand accurate financial reports.
This in-depth, step-by-step tutorial on tracking restricted funds in QuickBooks for US-based Organizations will help you easily create detailed reports using the customer feature. You’ll be able to get full expense and budget to actual reports for your grants, as well as restricted fund balances.
Paid sabbaticals provide many benefits for organizations and their staff. This resource will help your organization develop or revise a sabbatical policy by guiding you through considerations to take into account and offering a sample sabbatical policy to review.
While your appeals letter is the most significant piece to send in your outreach, don’t miss the chance to create an easy way to increase your donations and engage donors with a remittance envelope. This resource helps you with the basics and walks you through creating a remit envelope that will surely help you with your next appeal.
Do you know which of your funds are restricted? How to track them? What types are there? This tutorial answers all those questions and also will start you down the path to robust financial systems.
Shared Allocation is the process of spreading your shared expenses such as rent and utilities across your programs and other cost centers. By using shared allocation, each program shows its full costs. This toolkit shows you why this is important and how to do it.
Resources are tight, and conservation groups need a robust budget tool designed to help them plan for the year ahead. TREC’s budget template is an easy-to-use budgeting tool that makes developing a budget more accurate while using far less staff time to prepare it.
Decisiveness is one of the most valued traits in a leader. Learn more about the process of how we make decisions, where we can get hung up, and how to become more decisive, as well as to create clearer decision-making processes amongst your team. In this tutorial, Kristi also unpacks the ways that our identities affect our relationship to decisiveness.
Wondering when to delegate, when not to, and how to delegate in a way that sets people up for success so that you get the results you’re hoping for? This tutorial walks you through how to set your team and staff up for success through clear, intentional delegation, which not only builds your organization’s ability to increase your impact and achieve results, but also builds the skill and the strength of the movement more broadly.
Two essential traits effective leaders demonstrate are dedication to their organization’s mission and finances, and the ability to evoke trust in effectively leading both. This tutorial will cover what to do and continue doing, and what you may be doing to undercut that leadership, and offer six steps to improve your financial leadership to your staff and board.
Diversifying revenue is a good idea for many organizations; however, implementing diversification is not a one size fits all solution for every organization. This tutorial looks into when, why, and how your organization can benefit from diversifying revenue sources.
Fiscal controls are critical to every organization to protect against fraud and also create solid financial systems and procedures. This short tutorial covers the how and why of fiscal controls.
Most conservationists and activists don’t have degrees in management, so we can struggle to create processes to set our staff up for success. This tutorial walks through a straightforward, five-part process that demystifies supervision and increases your ability to create a foundation for your staff that leads to more impact and less time spent dealing with personnel challenges.
Since many organizations are grant dependent, meaning they rely upon grants for a large percentage of their revenue, it’s essential that these grants be formed in such a way that they sustain the organization overall. This short tutorial covers how to calculate and include the full costs of your programs into your grant budgets.
The first of two short and informative video tutorial that walks you through the necessary steps you and your organization need to take to hire an individual to complement your organization. This tutorial covers Preparing, Seeking, and Assessing candidates.