Showing posts with label alinea llc. Show all posts
Showing posts with label alinea llc. Show all posts

Thursday, December 13, 2012

The 12 Days of Gratitude: Day 1

Thank your smallest donors – Yes, your SMALLEST DONORS!

Many nonprofits do a great job of picking up the phone and calling people to thank them for their $1,000 or $500 donation.  Some small nonprofits may even call donors who mail in a check for $250.  Thanking “major donors” in a special way is kind of obvious don’t you think?

But what would be really different is to pick up the phone and call your 25 smallest donors, those people who sent in a $10 or $25 or $50 check.  Just think about it.  Imagine the last time you sent in a check for $25.  Hopefully, you received a thank you letter at some point, although probably not within 48 hours.  When you got the thank you letter, you probably smiled and felt appreciated.

Imagine, though getting a phone call from the president of the board thanking you for your generous $25 donation and sharing a success story about how it contributed to the life of a child!

Why should you consider thanking your smallest donors like they are major donors? 

Well, because for those donors, $25 might be a major donation, and they want to feel as appreciated and valued as a $5,000 donor.  

You also just never know what might happen because of the good will you built with that small donor. 

Let us know if you if you tried this and how YOU felt, how the small DONOR felt and what happened next.

Wishing for a Peaceful New Year!

Deb

Thursday, November 8, 2012

Is your child a casualty of our out-of-date 19th Century education system?

WATCH THIS VIDEO!

Does your son or daughter say things like?


•    I hate school

•    My teacher makes me feel stupid

•    I learn more by watching National Geographic than I do in school

•    My teacher walks by me when I raise my hand

•    My teacher pretends to care about me, but she really cares more about teaching the other kids in the class

•    I hate my life, and I don’t want to live anymore

Do you get calls from school that sound like this?


•    I have 20 other kids to teach

•    Your child is disruptive to the other kids in class

•    Your child is “making poor choices”

•    Your child doesn’t complete assignments and can’t focus for very long


Is your son or daughter . . .


•    Very bright and intense

•    Insatiably curious about how things work

•    Can’t stop talking about what he knows and asking questions about what would happen if

•    Creative with things like scotch tape, binder clips, stickers, paper, rubber bands and items like this?

•    Verbal, able to participate in conversations with adults

•    Make strange noises, break out in song walking through the house, spin, jump and just can’t sit still unless he’s rally engaged in something

•    Love to go deep into topics

•    Wants to feel normal, fit in and have friends so badly, but just can’t seem to do this successfully

•    Easily embarrassed



I’m tired of making excuses for teachers, principals, superintendents and school board members for why my son hated school and didn’t want to live anymore because going to school caused him so much anxiety, not to mention the stigma he lived with as he became a target for other children in his classroom and adults in the school building.

I could go on and on about how my son’s schools failed him, but I want to focus on inspiring and empowering people who find themselves in the same situation.  




You’re Not Alone!


1.    Always trust your instincts!  I used to give the benefit of the doubt to the teacher or principal over my son.   If you have a feeling that something isn’t right, you are most likely right. 

2.    Always advocate for your child!  Being polite and respectful, doesn’t mean going along with what the teacher says.  Keep the focus on what your child needs in order to thrive in school.  Do your homework and work with the teacher to identify when your child is engaged and learning and when he/she is not.  The answer about what he needs is in the answers to that question.  The school has promised to meet your child's needs for learning, so the focus needs to be on how to make this happen no matter what. 

3.    Don’t waste time!  Don’t stand for starting over every year with a new teacher who three quarters into the year is absolutely lost about how to meet your child's needs.  I used to give the teacher the benefit of the doubt every single year.  What I was actually doing though is putting the teacher’s need to control the situation and resist making changes above my child's needs.   Every day a child does not feel cared about in school is a tragedy.

4.    Get Involved!  In our country, we could be rushing to rebuild our education system to be the best in the world, but there’s a lot of resistance happening because it’s always hard to change.  Change will not happen without agitators and disruptors.  You’re not alone.  



If you want to learn more about the most innovative education initiatives that could be happening in your child’s school, let us know.  Send us a comment, an email, a tweet.

Thursday, November 1, 2012

ALINEA, LLC OFFERS A FREE SEMINAR ON FINANCIAL SUSTAINABILITY

 
FOR IMMEDIATE RELEASE


ALINEA, LLC OFFERS A FREE SEMINAR ON FINANCIAL SUSTAINABILITY
For staff leadership and board members of nonprofits, schools, and churches

Milwaukee, WI November 1, 2012- Deb Lukovich, Peter Larson, Heather Nill and Dan Brophey have teamed up for a free seminar taking place at 4:00 pm on November 14, 2012 at The Wisconsin Club.  Attendees will learn to see red flags in financial statements, cash flow strategies that ensure money is there when they need it, choose accounting services that save money and increase control, and how to make it easy for people to donate money and time. All attendees will receive a workbook to take back to their boards to help implement these strategies right away.

DebLukovich is the Founder/Owner of alinea, LLC and also author of The Secret to Better Schools; A New Mindsetfor Engaging the Community.  PeterLarson is the Senior Wealth Planner at PNC Bank, Heather Nill is the VP Business Banking at PNC Bank and Dan Brophey is Partner at Reilley, Penner andBenton.  

Together, the speakers will address common mistakes organizations make along with providing guidance to success. Lukovich stated, "I look forward to leading this super inspiring and useful workshop.  Attendees will walk out of the session with specific actions to take to improve their financial position."  All participants such as board members, key volunteers and leaders of nonprofits, schools and churches will receive a free workbook to implement the strategies.

alinea, LLC loves helping schools and nonprofits attract more resources.  They teach clients how to inspire people with stories, be clearer about what they need and how to help, and strategically cultivate relationships.  The philosophy of alinea is Optimism + Engagement = Unlimited possibilities. 
# # #

To order free tickets and find more information about this event please visit secret2sustainability.eventbrite.com.  If you would like more information about this topic or to schedule an interview with Deb Lukovich, please call alinea, LLC at (414) 803-3229 or visit www.alineaconnect.com.


Wednesday, February 29, 2012

Looking for great schools to support?

alinea on the road


Since the overwhelming response to my session at the WI Education Convention just five weeks ago, I've already visited three amazing school districts.  I just have to share all the amazing things that are happening in education around Wisconsin.

alinea will be starting work with the Montello School District in March.  Just 40 minutes east of Wisconsin Dells, this small community has launched The Montello Idea, an initiative to involve the entire community in building an innovative and world-class education program.  In addition, to amazing collaborations with stakeholders, the district recently launched a charter school focused on the community's natural resources, and they are reaching out to homeschoolers.  Instead of seeing parents who homeschool as a threat to the public school system, they are welcoming these families into the schools to offer students who are being home schooled the opportunity to benefit by group activities and providing support that parents need.

The Wisconsin Dells School District is so unique in how it attracts young people from all over the world to work during the tourism season, as well as the work experience that local students receive.  Those huge water parks and other businesses are owned by people who have history in the area, and they are discussing very innovative ways to partner with the school district to inspire and empower students to become the next generation of business owners and entrepreneurs.

The Altoona School District is not only passionate about welcoming older adults into the schools to share their experiences and perspectives with younger people, but they also offer programs that allow older adults to continue learning and growing.  In addition, I have never come across a school district that is collaborating with other school districts - the Chippewa Valley in this case - for the benefit of all of the students.  This area of the state is talking about empowering schools in the three separate school districts to specialize and allowing families to choose the school - no matter what school district - that is the best match for their child.  This is amazing!  It takes a lot of courage to focus on student needs in a system that allocates resources based on enrollment for individual schools.

Oh, and I almost forgot about Brown Deer School District right outside of Milwaukee.  About five years ago, Deb Kerr, the new superintendent descended on the community like a huge breath of fresh air.  During the last five years, the community and staff members have launched so many initiatives during a time of decreasing budgets.  They have not sacrificed anything that benefits the students.  Instead, they have figured out ways to use their money more widely.  In addition, the community recently passed a $22 million referendum.  The district has relationships with local churches to offer mentoring to students, attracts volunteers with mental health expertise to provide support to their students, and has the most amazing diversity.  Other schools should be envious of the district's diversity - 40% of the students quality for free and reduced lunch, and there are about 26 different languages spoken among the student population.  And the art program . . .

How you can help

I think we all seem to hear more about the schools that are struggling than those that are "doing it for the kids."  It seems to feel like a big black hole for most people with no way out.  But believe me, there are amazing thins going on in our own state, and with alinea's help, some of our own small communities are going to put themselves on the map as innovative and world-class schools.  Instead of feeling threatened by another school's effectiveness, it would be great if other schools got out of their four walls and went to visit successful schools to see how it's done.

If you are looking for an opportunity to invest in or support a cutting edge school, please let me know.  You may have ties to some of these communities.

Stay tuned.  I'll continue to share with you how these schools are innovating.  I believe Milwaukee and some of the other bigger cities in Wisconsin have a lot to learn from smaller communities in our state.




Friday, February 3, 2012

WASB Wisconsin State Education Convention 2012

Lots of Innovation Happening in Small Communities


When I submitted my proposal to present a seminar about sustainability through community engagement at this year’s WASB State Education Convention, I didn’t really expect to get an invitation. 

The reason?  While there is no shortage of small groups of people and individual schools doing creative and successful things to raise the bar for student achievement, you usually don’t see that type of passion and enthusiasm for change at the school district level. 

I was asked to be prepared for 75 attendees; I brought enough materials for 100 and it wasn’t enough.  There weren’t even enough chairs for the more than 110 people who attended my seminar titled Sustainability through Community Engagement.  Not only that, more than 30 people bought my book *The Secret to Better Schools; a New Mindset for Engaging the Community, and 24 schools requested a free consultation to learn about how alinea can help them secure community support to achieve their amazing visions for their schools.

 The energy in the room was hopeful, exciting and contagious.  One of the attendees, a school board member in one of these amazing communities hurried up to me after the seminar exclaiming, “I want to join your team and do this amazing work!”  And guess what?  This past week she joined alinea, LLC for her first team meeting. Stay tuned for more developments!

Shortly after, we headed back to the booth, where a steady stream of principals, superintendents and school board members proudly shared the exciting initiatives and public-private partnerships they were already forming.  It was so exciting, and even hugs were shared.

My team and I have always enjoyed working with schools in smaller communities.  It doesn’t take long to experience the unique personality of a community, nor does it take long for people to step up once there is a clear vision.  We talked with education leaders from the top of the state like Bayfield, Washburn, Drummond and Manitowish to the tip of Door County like Oconto, Gibralter, Little Chute, Seymour and Crandon to the west of Milwaukee like Wisconsin Dells and Montello. 

The passion and optimism of these school leaders was so refreshing!  All they need is a little confidence to know that the community will be there for them if they can learn how to ask for support.  That’s were alinea comes in.  We love helping schools attract resources by teaching them how to inspire people with their stories, be clearer about what they need and how people can help, and strategically cultivate relationships.

We’re so excited to hit the road and bring our proven model to school districts all over the state!     

*P.S.  Following the conference, "The Secret to Better Schools" made it onto Bobby Tanzilo's OnMilwaukee.com blog!  What a great way to start 2012.  

Stay tuned for more developments, we have a lot to share! 

Wednesday, November 23, 2011

The SOS Center - Finding the Sustainability to Continue to Touch Lives

Happy Thanksgiving everyone!  Today I am sharing with you the story of one of my clients, the SOS Center, a non-profit that has worked in the community of Milwaukee for 30 years.  

The SOS Center of Milwaukee 

For nearly 30 years, SOS Center has been empowering children and adults to overcome poverty through their education programs. 

Thirty percent of households in the surrounding area earn less than $15,000 a year.  Neighborhood students are part of the MPS school district, where overall proficiency/advanced rates reach only 62% in reading at the 8th grade level and only 50% in Math in 8th grade.

Through its GED Preparation Classes, After School Homework Program, Adult Basic Education, Youth Summer Camp, English as a Second Language and Sewing Classes, the SOS Center touches the lives of each child and adult they connect with and support. 

Just ask Darlene, who dropped out of school in the 10th grade and by the age of 16 was pregnant and married. After raising two children as well as grandchildren and working as a housekeeper for over 20 years, she signed up for free GED classes at the SOS Center at the age of 52.  Though she felt at times she felt like giving up, she completed her GED, and scored a rare perfect 800 on her Reading Test, where only a score of 410 was required to pass.

But as with any non-profit organization, the key to continuing to touch the lives of people like Darlene is financial sustainability.  With this understanding, Jodi Kessel Lyon, the Executive Director of the SOS Center, signed up for Deb Lukovich’s alinea seminar, “Learn the Secret to Sustainability.” After attending, Jodi learned that the key to financial sustainability was relationship fundraising and that her board members needed to adopt this new mindset. She knew her board and staff needed to find a better way of telling the story of SOS Center’s hard and dedicated work.
“While we knew we were doing good work, we were stuck on how to share our story,” Jodi said. “We would meet someone and be so focused on ‘we need money.’ We needed to build relationships, but struggled with the conversations we needed to have. We didn’t know how to get there.”

After selling this idea to her board, alinea was hired to work with SOS Center on strategic relationship cultivation as well as to create a compelling professional case statement to use to inspire people with their story. As soon as the case statement was created and presented to the board, Jodi already saw a renewed sense of engagement among them. 

“I think they’re getting it.  In August, one of the board members immediately contacted an old family friend and brought her in as a new board member. One of our committed board members felt uncomfortable asking for anything.  After she learned how to talk about SOS Center, she was able to get donations and now feels very comfortable talking about the Center.  Her husband became involved and after he learned how to tell our story, solicited a number of auction items for our fundraiser,” continued Jodi.

Jodi saw by September that board members were more engaged in identifying relationships and positive where they hadn’t ever been before.  “Shemagne from alinea kept us on task and truly got to know us. We even found the process fun.  Everyone came up with contacts they had, thinking outside the box.  The more they talked the more excited they got. One idea led to another. Being this engaged in the positive at a board meeting hadn’t happened in a year,” Jodi exclaimed. “This was exciting!”

With a renewed passion from her board and a new approach of telling stories, Jodi feels excited and knows that SOS Center is on the right track.  While SOS will always be fundraising, in the future Jodi plans to find more sustainable fundraising to get beyond a critical point to allow SOS to concentrate more on programming. In 2012, SOS Center would like to expand the Adult Basic Education Program, recruit more board members and volunteers as well as secure resources for ongoing capital improvements.

“After working with alinea, we learned that we need the knowledge, and the commitment. We need the tools and skills,” Jodi said.  “And we need to keep a relationship with alinea because this is just a tip of the iceberg of what we are capable of!”

Sunday, November 20, 2011

How to Attract and Keep AWESOME Volunteers!

Are You Treating Your Volunteers Like MAJOR DONORS?
You should be!  A little inspiration and genuine relationship building goes a long way!

Does any of the following sound familiar to you?

 “After I learned about a XYZ organization, I called right away to find out how I could volunteer.  I left a voicemail for someone, but I never got a call back.”

“While I was at an event, I met someone who worked for XYZ organization.  I was really impressed, but when I asked how I could help, the person wasn’t sure.” 

“I was really excited about volunteering for XYZ organization, but I thought I would get to do more than stuff envelopes.”


How about these comments?

“We don’t have enough volunteers.”

“We have lots of volunteers, but they don’t want to do what we need them to do.”

“I can’t believe that when volunteers sign up to do something that they show up late or not at all.”

If this is what’s happening in your organization, you are not seeing people as the potential gold mine they could be for your organization. 

If you’ve read my other blog postings, you will be familiar with my philosophy of long-term sustainability for nonprofits and schools being dependent on effective community engagement.  Sustainability is not just about dollars, but also about people, partnerships, materials, internships and other kinds of resources. 

That means the process of attracting and keeping volunteers is just like the process of attracting and building financial donations.  The formula for effective community engagement = Story + Direction + Relationships. 

Let’s apply this same formula to volunteers and see what it looks like.

Step #1 – Story – You need to be able to tell your story in a way that inspires people to want to help.
Step #2 – Direction – You need to be able to answer the question, “What are your top three priorities, what do you need to achieve them, and how can people help?”
Step #3 – Relationships – You need to build a genuine and mutually beneficial relationship with each individual volunteer.    


8 Steps to attracting and keeping awesome volunteers (Part I)

  1. Get out of the office.  If you’re hoping to recruit the best volunteers from the comfort of your office, you’ve got it all wrong.  Begin to see that every moment of every day is an opportunity to share your organization’s story, make a connection and identify an opportunity to bring volunteer talent to your organization.  
For example, one day our client was paging through M Magazine when he came upon an article about a local TV reporter and her quote, “I love Jesus and laughing children.” 

Our client immediately felt a connection and wrote her a personal letter suggesting that they both had this in common.  This principal of a school asked the TV reporter in his letter if she would be willing to tour his school.  After coming on a tour and becoming inspired about what this school was doing for children, the TV reporter did a two-part TV story on its students and has been volunteering ever since. 


  1. Imagine that every possible volunteer could make a donation of $10,000.  You just never know. 
One of my favorite people is Pat Molter!  She’s helped start two nonprofit organizations and is one of the best outreach people I’ve ever met because she treats volunteers like they are the most critical part of the organization.

In fact, my team member Shemagne met Pat while working out at a local Curves.  She immediately became genuinely interested in Shemagne’s life and what she did for a living.
Then she went on to inspire Shemagne with the stories of about three oganizations doing amazing things in Milwaukee.

Pat recently shared this story with me.  House of Love, her organization serving teen girls in foster care who need a group home environment, had just purchased a four apartment building that has now become a transition program for teen girls who become 18 and age out of the foster care system. 

After they purchased it, they found out that they needed to replace the roof in addition to making many, many repairs.  The apartment building had previously been inhabited by drug users as well as a hoarder.  “It was just disgusting,” Pat remarked. 

On this particular day, Pat was cleaning inside while an older group of  men volunteers were busy building shelves in the garage.  Pat is very adamant about always taking the time to meet with the volunteers to share the House of Love story and ensure they understand how important they are to the success of the organization.  Well, Pat was feeling pretty disgusted after cleaning the inside of the apartment building and just wanted to go home and shower.  But one of the organization’s staff people reminded her that she needed to go talk to the volunteers first. Pat went out to greet the group of volunteers, share the House of Love story and shared her appreciation for their contribution before returning home to shower.

Two weeks later, Pat got a call from one of the gentlemen.  He told her, “I haven’t been able to sleep for two weeks, until finally I received a message from God that I was to help House of Love.”  Pat got excited thinking, “Maybe this means a $1,000 donation,” which would be a major gift.  But to her surprise, her jaw dropped when he told her, “Pat, God has even given me an amount - $50,000.” 

As you can see, the House of Love story really resonated with this man and his wife, who had been abandoned themselves as children. 
  
  1. Be genuinely interested in people (without an agenda).  People volunteer and make donations to organizations because it fills a need for them.  While some people feel they have been blessed and compelled to give back to the community, for others, a specific issues they have personally been impacted by are what resonate.  In addition, others are looking for an organization that currently needs their talents.  In order to attract the volunteer that is a match for your organization, you need to know a lot about the other person. 
When I was asked to run for president of The Park People, I immediately knew that they were a match for my talents, and that I would really blossom professionally through this experience.  However, I wasn't sure if they were ready for me.  Before I allowed them to vote me into this position, I laid out my philosophy, plans and my expectations of them in the process I was about to take them through.  Only after their agreement did I accept the challenge. 

In my position as President of the organization, I actively sought out new people to sit on the board.  I wasn’t as interested in their resume as I was in their desire to use specific skills and talents, and how they saw themselves contributing.  The first thing I did was ask them to talk about themselves.  Then I shared The Park People story, our plans for the future and how their specific talents, skills and desires fit into achieving our goals. 

If I thought they would have a meaningful experience AND would contribute toward achieving the organization’s goals, then I would recommend to the board that we consider voting them on as a board member. 


  1. It’s not about asking . . . for anything.  It’s about being clear about your priorities, what is needed to achieve them and how people can help.  The purpose of sharing your story is to inspire people to want to help.  But if you stop there, the person doesn’t know how to help, so they may walk away and you lost an opportunity.  Your story needs to also lay out your organization’s top priorities, what needs to happen to achieve them and how they can help. 
Did you know that there are more people volunteering than ever right now?  Some people are looking for an opportunity to make a meaningful contribution.  Others are looking for ways to keep their skills fresh or learn new skills that could lead to a change in career.  And many college age students and young professionals are looking for a chance to develop their leadership skills.  If volunteers can clearly match their skills to your opportunities, the relationship will prove mutually beneficial.


Let me know how your organization recruits and retains volunteers, what you have found successful and if you have you tried any of the above steps. I always love hearing about different ways organizations work with volunteers to creatively engage their communities.







    



Thursday, October 13, 2011

Part III: #1 Fundraising Tool, Your Professional Case Statement




Writing Your Success Stories, Goals, How You Can Help, and Credibility Text Box

Your case statement is almost ready!  In my previous two posts, you learned how to write your Did You Know, Mission, Vision and Unique Approach Sections. Now I will show you have to complete your case statement through writing a compelling success story, articulating specific and measurable goals, how people can help your organization and what you need to include in your credibility text box located on the left hand side of your page.


Section #5 – Success Stories 

The purpose of your professional case statement is to inspire people to want to help.  Nothing inspires people more than bringing your mission to life through stories.  Your case statement should include at least one success story that illustrates the magic of your unique approach.  The formula for an effective success story is:  What was the situation or challenges before this person came to your school or organization + What happened at your school or organization + What does the future look like now and what are the person’s goals after benefiting by your organization’s mission. 

Example – SOS Center  www.soscenterinc.org

“I dropped out of school when I was in the 10th grade.  By 16, I was pregnant and married.  I raised two children who finished school and some college.  I took care of my grandchildren so that my children could work. I’ve been a housekeeper for over 20 years.
Now I find myself at 52, divorced and no more children to care for.  One day I passed the SOS Center and saw a sign on the lawn, Free GED Classes.  I went in and signed up.  I’ve been going to the classes three days a week, for a year.  The classes are not easy; I can’t tell you how many times I’ve wanted to just give up, but I keep coming back because I’m doing this for me, and I want a victory!
I’m so grateful for this lab; I have this opportunity to achieve something that I passed up a long time ago.  I’m sure everyone here feels the same way.  Thank you for your continued support of the lab.”
Darlene has since earned her GED in June 2011.  But the big news is that she scored a perfect 800 on her Reading Test where a score of 410 is all that is required to pass!

Example – Mt. Lebanon Lutheran School 
Twins, Miguel and Tito, came to Mt. Lebanon for 4th grade barely reading at a 2nd grade level, way behind in math and not engaged in school.  Being premature babies, tragically, their family was told not to expect high academic success.  Immersed in a culture of high expectations and nurturing support they needed from teachers, today in 8th grade, Miquel and Tito are internally motivated to succeed, and Tito will make the honor role this quarter.  Miguel and Tito plan to attend WI Lutheran H.S.

Example – Victory Christian Academy  www.vcaschool.org
Naomi arrived at VCA in 4th grade illiterate and with severe discipline and emotional issues.  A well mannered and respected student of her peers and teachers, as well as scoring proficient in reading, language arts, math, science and social studies (WKCE 2009), she will graduate in just a few days and attend WI Lutheran High School.  Naomi plans to study criminal justice. 


Section #6 – Achievements
I’m always surprised at how difficult it is for nonprofits and schools to identify their successes and accomplishments.  They are always focused on doing a better job, which is a good thing, but people want to support an organization that has shown it can be successful.  It doesn’t matter if you’re not as far along as you would like.  Share your successes to get people excited about what your organization is capable of.   Here are some examples of client successes.


Example – Day Care Services for Children, Inc. – www.daycareservicesforchildren.com
  • Ninety percent of our children are determined to be  “ready for school” according to the Chicago Early Assessment and child developmental assessment administered five times during the school year.

  • Collaborate with more than 60 partners, including physicians, nurse practitioners, dentists and the Milwaukee Health Department to provide immunizations, physical and dental exams and support services to 100% of our children at our sites. 

  • Staff people are among the most qualified in the field. One Hundred percent of center managers and administrative staff have bachelor’s degrees; more than 70% have associate degrees, and of that 40% are working toward bachelor’s degrees; one-third have worked at DCSC for more than 15 years.

Example – Connecting Youth, Inc. 

§  Served more than 150 young men since founding in 2002.
§  99% of these men successfully achieved their program goals and were reunited with their families.
§  Tens of young men continue their relationship with our staff, reporting education and employment success and seeking guidance in overcoming challenges
§  100% of staff people have at least three years experience working with at-risk youth, are enrolled in the Youth Professional Development Program (School of Continuing Education at UW-Milwaukee) and complete 50 continuing education hours yearly.

Example – A2 Charter and Jackson Elementary Schools 

  • Jackson’s Magic Tree House Reading Center Project featured on the August of 2008 cover of “Teaching Today” magazine.
  • 2008 Recipient of Sheboygan County Green Scene Grant Award.
  • Known for strong education programming and extensive free-of-charge after-school enrichment activities.  Only elementary school in the Sheboygan Area School District with a student-run newspaper and Yearbook Club.
  • 98% parent and student satisfaction for 2007-2008 school year.


Section #7 – Goals
Remember the formula for sustainability through effective community engagement?  Story + Direction + Strategic Relationship Cultivation.  Direction means being clear about what your organization needs and how people can help.  Everyone inside your building plus your ambassadors must be able to articulate your top three priorities when it comes to recourses.  If not, you will surely miss some opportunities when someone at the next cocktail party says, “How can I help?”  Some client examples.

Example – TBEY (Tessas’ Black Entertainment & Youth Center)  www.tbey.org
 
  • Provide a $3,000 annual stipend to every instructor, totaling $60,000.
  • Increase our scholarship fund by $14,400 to allow 40 additional students to attend TBEY.
  • Grow annual revenue to $200,000 in 2012/2013.

Example – Wauwatosa School of the Trades

  • Educate the public about trades as a true profession and trades unions as community partners
  • Increase enrollment by 60% by eventually adding freshman and sophomore classes
  • Increase trades instructor  teaching days by 20 – $15,000
  • Recruit Co-op Placement Partners to provide more opportunities to work while in school
  • Transportation for students to trades training centers - $5,000
  • Library renovation including trades books and journals and full library- $10,000
  • Consumable materials and technology upgrades annually - $15,000
  • CAD program and the training certification for teachers to teach it - $7,000


Section #8 – How You Can Help

When people finish skimming your case statement and they become inspired, they should know exactly what they can do to help.  This section should contain specific items that people can help with immediately.  Here are some client examples.

Example – Divine Savior Academy – www.divinesavioracademy.com 

  • Visit!  Tour our school and witness excellent education and student success in person.
  • Donate!  Help expand our science and music programs. 
  • Serve!  Contribute your talents by joining our Marketing or Fund Development Committees.
  • Sponsor!  Connect with our students, families, faculty and supporters by sponsoring one of our events, like Winter Festival or one of our Parent Sharing Nights.

Example – Shiocton International Leadership Academy

§  Visit!  See hands-on learning and global awareness in action.
§  Give!  Your time, money and talent can make a huge difference.
§  Volunteer!  Offer your home to a foreign exchange student. 

Example – BHK Child Development Board  www.bhkfirst.org

  • AmeriCorps: Make a difference by serving in a school, child care center or community agency in the western Upper Peninsula and receive a $12,700 living allowance and a $4,725 education award for one year of service. For more information contact Chrissy Karry at (906) 482-3663.

  • Volunteer: Assist in the classroom, extend school activities at home, participate in home visits, be a bus monitor, attend parent meetings or share your talents and gifts in other ways.  For more information contact Lisa Schmierer at (906) 482-3663.

  • Donate: The BHK Foundation was founded in 2006 by community leaders and parents to meet the need for excellent early childhood programs and educational support in our community.  Your gift will directly support local children's services and scholarships for area students. Please send your tax deductible contribution to: BHK Foundation, 700 Park Avenue, Houghton, MI 49931.


Section #9 – Credibility Text Box 

Your case statement should include a text box on the left side of the front page, which lists the leadership, board members, major donors and supporters and contact information.  People like to see what other people they respect are supporting.  For example, if you have received a grant from the Walton Family Foundation, that fact adds credibility to your case for a lot of potential supporters.  

You are now finished!  Make sure you present this document to your organization’s board for feedback, input and agreement.  Once approved it is time to put this document in the hands of as many people as possible so that they in turn learn how to speak of your organization, just as I described in the first posting of this series. 

If you would like to see examples of some case statements, please email me at Deborah@alineaconnect.com.

I look forward to hearing from you!

Thursday, October 6, 2011

Part II: #1 Fundraising Tool: Your Professional Case Statement


Writing Your Mission, Vision and Unique Approach


In my previous post, How to Build the 10 Sections of Your Case Statement, I discussed with you why it is so important for your story to be clearly articulated by as many people as possible in order to cultivate the relationships you need in order to attract resources.  With a compelling and concise case statement to put in the hands of as many people as possible, you will be on the path of attracting resources in places you might never even expect.  So many of my clients have been surprised by the resources they have attracted once they learned to tell their story.  If you haven’t already, check out my blog, Making Relationship Fundraising Work for your Non-Profit or School, for more inspiration!

I also discussed the keys to grabbing your reader’s attention in the beginning of your document with a “Did you know?” section that also emphasizes the need for the work your school or organization does.  Now it is time to discuss the next 3 sections of your case statement:

  1. Your mission and how you achieve your mission  
  2. Your vision for the future 
  3. Your unique approach

Let’s get started!

Section #2 – Mission and how you achieve your mission

Your mission should be short and sweet and clearly describe why your nonprofit exists.  It is extremely important though that your mission statement never says you do more than three things. As much as we would like, people will never be able to remember more.  You should also use language that everyone can understand.  The language we use within our field could sound completely foreign to someone outside of it. 
Next, following your mission statement should be no more than three bullets that describe how you achieve your mission.  Here are some examples from our clients’ case statements to give you a better idea.


Example – Wisconsin Child Care Administrators Association www.wccaa.org     

The Wisconsin Child Care Administrators Association (WCCAA) collaborates with government, individuals, agencies and companies to increase access to quality early care and education for all families.  We achieve our mission in three ways:

  • WCCAA influences public policy to increase standards, quality and access to early care and education for all families.
  • WCCAA provides professional development on early care and education to strengthen best practices and increase quality.
  • WCCAA supports its members via access to a network of center administrators.


Example – Center for Teaching Entrepreneurship  www.ceoofme.biz

The Center for Teaching Entrepreneurship (CTE) empowers young people ages 9-24 to see themselves as the CEO of Me as they experience personal and professional growth through programs and coaching related to financial literacy and entrepreneurship.

We accomplish our mission through:

  •  Personal and professional enrichment experiences that allow young people to see themselves in a variety of roles and build personal character traits like self-discipline, business etiquette and perseverance.
  • Entrepreneurship and financial literacy programs that teach young people how to launch small businesses, manage and invest money and develop critical thinking skills.
  • Individualized coaching to prepare young people for success as entrepreneurs and professionals in contemporary business settings. 

Example – BHK Child Development Board – www.bhkfirst.org

BHK Child Development Board serves children and families through innovation, collaboration and comprehensive services that set high standards of excellence.

We accomplish our mission through:

  • Bay

     
    Child Development and Education Programs for Children that are research-based best practices taking place in a caring and nurturing environment in order to build a solid foundation for each child's success. 

  • Programs for Families that transform ordinary interactions with their child into extraordinary learning experiences!

  • Health and Wellness Programs that  help families, staff and health professionals overcome barriers that prevent families and children from receiving needed health services.


Example – Red Cedar Environmental Institute 

Through a hands-on learning community focused on understanding the Earth’s systems, Red Cedar Environmental Institute provides middle school students with an academic experience tailored to inspire and challenge every single student.

How we achieve our mission:

  • Engaged students – We tailor our curriculum to students who learn better through hands-on projects and scientific inquiry.  No matter a student’s starting point, they will be challenged accordingly and be free to maximize their progress according to their ability.

  • Project-based learning – Projects related to natural resources in the Chetek area will act as the vehicle to learn core subjects like math, reading and language arts as well as 21st Century skills of collaboration, problem solving and communication.

  • Earth’s systems – Focusing on the natural resources of the Chetek area inspires projects that will benefit our local community and allowing students to deeply research projects empowers them to make their own conclusion. 



Section #3 – Vision for the Future

People are much more inspired by your vision for what the world looks like because of your nonprofit that what you actually do.  Your work is important, but often nonprofits lose sight of what their ultimate goal is.  Your vision for the future should paint a colorful picture of the impact you hope your organization will have.  Ideally, your stakeholders (people and organizations that are impacted by your organization) should contribute to this vision.  If they do, they will feel like they have ownership of helping make it happen. 
Here are some examples of compelling vision statements:



Example – Wisconsin Child Care Administrators Association  www.wccaa.org

All children are prepared for personal and educational success

  • WCCAA is a global model for collaboration to influence public policy and professional development to impact best practices for early care and education.

  • WCCAA inspires a family-friendly philosophy empowering early care and education centers to care for children and assist businesses to achieve goals through secure and productive employees.


Example – St. Marcus Lutheran School & Church www.stmarcus.org

St. Marcus is a nationally recognized leader in urban educational reform and a welcoming and inviting force of transformation for the Milwaukee Community.


Example – CAPITA Productions, Inc.  www.capitalproductions.org

Through world-wide support of its endowment and scholarship fund, CAPITA offers unlimited opportunities for people seeking to grow as performers and as members of diverse communities.  

CAPITA’s unique inclusive approach to uniting communities through meaningful theatre experiences is a model adopted by communities around the world.

Through its quality productions, mentoring and touring opportunities, CAPITA is a pipeline of talented performers for professional performing arts companies around the world.  



Section #4 – Unique Approach

Funders don’t like duplication.  If your nonprofit is addressing a similar issue as others, it will be very important to distinguish your organization from others.  What is special about your approach to the same issue?  For example, St. Marcus Lutheran School emphasizes a “no-excuses” philosophy, and if a child is not succeeding it means that St. Marcus is not succeeding.  They don’t care what the background of the child is, and once that student enters the building their focus is on educating that child.  Bottom line, they focus on the students inside the building.  Mt. Lebanon Lutheran School requires that its teachers and staff appreciate how poverty impacts the students they service, and offers programs to families in order to increase the likelihood that students receive support at home.  They focus on students inside the school but also try to impact the support they receive at home for their education. 

Here are some other examples of how our clients describe their unique approach.



Example – Shiocton International Learning Academy www.silacharter.com

Our learning model takes personalized learning to a whole new level.  There are three key components of our model that ensure students are maximizing their learning: 

  • Project-based learning allows students to explore areas of personal interest deeply and use a variety of learning styles to master core subjects key abilities.  Community partnerships provide mentors and opportunities to take learning out of the classroom to engages students and offer opportunities to apply knowledge to real-life scenarios.
  • Additional support is offered immediately when it becomes apparent that students lack a particular skill.  For example, a short-term seminar may be used to teach a specific skill.  Or a web-based computer program, partnered with standardized testing, will identify remaining knowledge gaps to be used to further tailor learning for that student.
  •  Accountability:  Five-year student achievement goals are included on our website.  Progress toward achievement goals will be published on the website and updated annually. 


Example – House of Love  www.house-of-love.org

Loving Family Environment + Personal Development Plans = Successful Independent Living:

  • A safe and loving family environment full of positive encouragement, clear expectations and immediate feedback allow our youth to gain confidence and preparation for adulthood.
  • Self sufficiency is achieved through individual personal development plans and rigorous support services in the areas of
o   life skills
o   education
o   holistic health


Take some time to review your Mission, Vision and Unique Approach to make sure they fit within these guidelines and are agreed upon with your board.   Once again, all sections should be compelling, concise and communicate the essence of your organization.  Please feel free to contact me for advice or even share your work here!  I’d love to learn more about your organization!


In my next post I will be discussing the final sections of your case statement.  You are well on your way to begin relationship fundraising!