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strategic planning

Mar 23

Why a Strategic Plan Is Your Most Underrated Fundraising Tool

By Sponsor Insight

By: Kristen Schunk Moreland, President and Founder of Schunk Moreland Strategies

Many nonprofit organizations do not think of their strategic plan as a fundraising tool. It is often viewed as something required by the board, something funders may request, or something that helps guide internal priorities. Once complete, it may be referenced from time to time, but it is rarely fully activated in a way that meaningfully shapes how the organization raises resources.

At the same time, these same organizations are working diligently to secure funding through grant writing, donor engagement, and campaign development, all while trying to clearly communicate why their work matters and why it deserves investment. What is often overlooked is that these two efforts are not separate. In fact, when used effectively, a strategic plan can become one of the most powerful tools an organization has to support its fundraising efforts.

This became clear to me early in my career. In 2011, I co-founded a nonprofit organization that opened after several years of planning. I remember sitting in a funder’s office with my co-founders, confident in our mission and deeply committed to the work, only to be asked a simple but revealing question: could we share our strategic plan? At the time, we did not have one. We were encouraged to return once we had clarified our priorities and could more effectively articulate our direction. That experience was a turning point, highlighting that while passion is essential, it is not sufficient on its own.

Fundraising in the nonprofit sector is, at its core, about confidence. Funders are not only evaluating the importance of your mission; they are also assessing your organization’s ability to deliver on that mission. Whether explicitly or implicitly, they are asking whether an investment will lead to meaningful and measurable impact. A strong strategic plan answers that question before it is ever asked. It demonstrates that your organization understands the environment in which it operates, has identified clear priorities, and is aligned in its approach to achieving them.

Without that level of clarity, fundraising can become reactive. Organizations may find themselves adjusting their message depending on the audience, pursuing opportunities that do not fully align with their core priorities, and describing their work in ways that feel broad rather than focused. By contrast, a well-defined strategy shifts the dynamic. It enables organizations to move beyond generalized appeals for support and instead invite funders to invest in a clearly articulated vision for impact, one that is tied to specific initiatives, outcomes, and measurable progress.

This clarity also addresses a critical, and often unspoken, concern for funders: risk. Every grant, gift, or sponsorship represents a decision about where to place trust. An organization with a clear and actionable strategic plan signals stability, alignment, and thoughtful leadership. It reassures funders that the organization is not simply responding to immediate needs, but is working toward a broader, coordinated vision with intention and discipline. In a competitive funding environment, that distinction can be decisive.

A strong strategic plan also creates the conditions for more meaningful and sustained support. Funders who are willing to make larger or multi-year commitments are not focused solely on immediate needs; they are interested in understanding where an organization is headed over time and how their investment contributes to long-term outcomes. A strategic plan provides this context, connecting present-day funding to future impact and offering a framework that extends beyond a single grant cycle.

Equally important is the role a strategic plan plays in strengthening internal alignment. When board members, staff, and leadership are unified around clear priorities, that alignment becomes evident externally. Messaging becomes more consistent, the case for support becomes more compelling, and the organization presents itself with greater clarity and confidence. Without that alignment, even the most compelling mission can appear fragmented or inconsistent.

Despite this, many nonprofits invest significant time and energy into developing a strategic plan only to treat it as a static document rather than a living tool. It becomes something that exists, rather than something that actively informs how the organization communicates, prioritizes, and engages with funders and partners. When this happens, a significant opportunity is lost. The value of a strategic plan lies not simply in its creation, but in its application. It should be embedded in donor conversations, reflected in grant proposals, and integrated into how the organization consistently articulates its work and its impact.

At its best, a strategic plan aligns mission, priorities, and funding strategy into a cohesive and mutually reinforcing approach. When this alignment is present, fundraising begins to evolve. It becomes less about repeatedly making requests for support and more about inviting others to participate in a clearly defined and thoughtfully led vision. Organizations shift from reacting to opportunities to attracting the right partners who are aligned with their direction.

If a strategic plan is not actively guiding fundraising efforts, it is not reaching its full potential. When it is fully integrated into how an organization leads, communicates, and makes decisions, it becomes more than a guiding document. It becomes the most important fundraising tool in your toolkit.

Apr 24

Transforming Strategic Goals into Achievable Outcomes: A Practical Approach

By Sponsor Insight

by Kristen Schunk Moreland of Schunk Moreland Strategies

There are few things worse than an unused plan. Navigating the complex world of nonprofit management necessitates not just the formulation of strategic visions and goals but also their effective execution. It’s one thing to craft a comprehensive strategic plan, encompassing vision, mission, and values; it’s entirely another to translate these elements into tangible results. What benefit does an exceptional strategy offer if it remains unexecuted, merely sitting on a shelf?

Enter Schunk Moreland Strategies. Consider us as your strategic partners, bridging the gap between conceptual planning and practical implementation. We extend our expertise beyond the development of strategic objectives and delve into the crucial phase of implementation planning. Our mission is to elevate the art of execution, transforming theoretical strategies into concrete achievements.

An organization’s success lies in its capacity to implement decisions and streamline processes with effectiveness, efficiency, and consistency. Central to this success is the engagement and commitment of the entire team towards the strategic goals. Involving the team in the execution process not only garners support for strategic initiatives but also imbues them with a sense of purpose. This collective endeavor enhances performance, boosts morale, and cultivates a culture of accountability and commitment.

Our experience with more than 50 nonprofits and higher education institutions underscores our ability to guide organizations toward their strategic ambitions. By facilitating inclusive planning sessions, we ensure comprehensive alignment and motivation across your team, enhancing the overall implementation process. This collaborative strategy fosters a sense of ownership among team members, propelling the organization toward its goals with increased momentum and alignment.

Schunk Moreland Strategies is dedicated to adapting our approach to fit the unique challenges and opportunities of the nonprofit sector. We customize our implementation plans to be not only realistic and actionable but also deeply reflective of your organization’s core mission and values. Our approach guarantees that strategic objectives are not merely aspirational but become active drivers of impactful change within the communities you serve.

Engaging with Schunk Moreland Strategies means more than securing consultancy services; it means clarity of mission, vision, and focus, with measurable outcomes. We are your surefooted partner bringing confidence and a sense of purpose that shines throughout your community, paving the way for enduring achievement.

You can reach Kristen at: Kristen@SchunkMorelandStrategies.com or learn more at: https://www.schunkmorelandstrategies.com/about

Mar 25

Building Endowment Readiness: A Strategic Imperative for Nonprofit Sustainability

By Sponsor Insight

By: Jill Robisch, First Vice President, Nonprofit Services, The National Bank of Indianapolis

In the dynamic landscape of nonprofit management, achieving sustainability is a primary goal. Endowment readiness stands as a cornerstone strategy, offering organizations a pathway to financial stability and long-term impact. By taking proactive steps to cultivate endowment readiness, nonprofits can safeguard their missions, weather economic uncertainties, and ensure their ability to serve communities for generations to come. Here are key steps to guide nonprofits on their journey towards endowment readiness:

  1. Assessment of Financial Position: The first step in building endowment readiness is to conduct a comprehensive assessment of the organization’s financial position. This includes evaluating current revenue streams, expenses, and assets, as well as identifying any existing endowment funds. Understanding the organization’s financial landscape provides crucial insights into its capacity for endowment growth and sustainability.
  2. Strategic Planning: Strategic planning lays the foundation for effective endowment development. Nonprofits should set clear, measurable goals for their endowment initiatives, aligning them with the organization’s mission and long-term vision. This involves identifying target fundraising objectives, determining investment strategies, and establishing timelines for implementation.
  3. Board and Staff Engagement: Endowment readiness requires buy-in and support from all levels of the organization, particularly the board of directors and staff. Boards play a crucial role in providing oversight and guidance on endowment-related decisions, while staff members are instrumental in implementing fundraising campaigns and managing endowment assets. Engaging both stakeholders in conversations about the importance of endowments fosters a culture of financial stewardship and philanthropy.
  4. Donor Cultivation and Engagement: Building a robust endowment necessitates cultivating relationships with donors who are passionate about the organization’s mission and willing to make long-term financial commitments. Nonprofits should develop targeted fundraising strategies, including major gift campaigns, planned giving programs, and donor stewardship initiatives. Effective communication and engagement are key to inspiring donors to contribute to the endowment fund.
  5. Investment Management: Prudent investment management is essential for the growth and sustainability of endowment funds. Nonprofits should develop investment policies that align with their risk tolerance, financial goals, and legal obligations. Diversification of investment portfolios helps mitigate risk and maximize returns over the long term. Regular monitoring and evaluation of investment performance ensure that endowment assets are managed effectively.
  6. Transparency and Accountability: Nonprofits must maintain transparency and accountability in all aspects of endowment management. This includes providing donors with regular updates on the performance of the endowment fund, as well as ensuring compliance with legal and regulatory requirements. Clear communication about how endowment funds are used and the impact they have on the organization’s mission fosters trust and confidence among stakeholders.

In conclusion, endowment readiness is a strategic imperative for nonprofit sustainability. By following these key steps and committing to proactive financial planning and management, organizations can build the foundation for a secure and impactful future. With careful stewardship and dedication, endowments can become powerful tools for advancing missions, supporting communities, and leaving a lasting legacy.

Contact Jill Robisch, The National Bank of Indianapolis, at JillRobisch@nbofi.com

Mar 13

What now?: 4 steps to revisit your vision, mission, and values

By Sponsor Insight

by Kate Brierty, consultant at Hedges

Keeping an organization aligned during times of relentless rapid change can seem like an impossible task. Yet, it’s a task that many nonprofit leaders have faced on a whole new level since our world has been repeatedly hit with landscape-shifting changes over the past few years. The most successful leaders have taken on the difficult task of finding ways to keep what’s essential to their organization, while helping their team adapt their work to make meaningful impact in this new landscape. However, kicking off the plan to revisit, update, and align what’s at the core of your organization can be daunting.

In 2021, we gave organizations 5 questions they could answer to determine if the time is right to revisit their organization’s Vision, Mission, and Values. Many of you then shared that your organization’s essential statements were overdue for a review and refresh. So, today we want to offer insights into the obvious next question: What do we do now?

Although reviewing and revising your organization’s Vision, Mission, and Values is no small undertaking, there are a few straightforward steps you can adapt to implement a successful process for your team. We’ve outlined a 4-step update process that can leave your organization feeling more aligned, relevant, and ready to take on the changing landscape with confidence.

Step 1. Design and communicate the plan

An effective Vision, Mission, and Values review-and-revision process is intentional and inclusive, which does not happen by accident. Before you jump into editing, create a game plan for your organization’s approach. There are a few key questions to consider when structuring your revision process: What is actually up for adaptation? We encourage you to be open to reviewing all components of your Vision, Mission, and Values since they are so tightly linked and are all essential to your organization’s work.

Remember that leaving a statement open for review does not necessarily mean it will lead to any edits. However, if there is a piece of your Vision, Mission, and Values that is not on the table for potential edits, you should be transparent and provide context for that decision with all process participants to avoid frustration down the line.

Which stakeholders need to be invited to the process, and at what level of participation? Consider what voices and perspectives are needed at the table and then determine the most effective ways to allow those folks to participate. If these statements were originally created by a small group, then this is the perfect opportunity to be more inclusive and allow more voices to inform the process.

How will decisions be made? Get and be clear about how input will be considered, when decisions will be made, and who will be making them.

What is the timeline and what are the resources needed for this process? Once you know who will be included and how decisions will be made, then determine the timeline and resources (financial, staffing, etc.) that will be needed to complete this process as designed. Note: If you have another planning process happening soon (like strategic planning) you can consider how to thoughtfully combine these two planning pieces to maximize the resources allocated.

Once this plan is mapped, ensure that it is communicated to all relevant audiences in advance of asking them to participate. No one should find out about the process for the first time while being asked to give input on drafts. Thoughtful planning and communication can make sure no one feels blindsided or marginalized. Before the process begins, let your team know:

  • How the process will look and who will be involved
  • What about the Vision, Mission, and Values is actually up for review and adaptation
  • Who will make decisions and how the decisions will be made
  • How they specifically will be invited to participate throughout the process

Step 2. Answer core questions

Although it can be tempting to jump right into editing your current statements, consider beginning with an open conversation about what should be true for your organization’s Vision, Mission, and Values.

Revisit the definition of each of these statements and invite your team to answer the central questions that define them:

  • Vision- If your organization were successful, what would the new reality look like for your community?
  • Mission- What role does your organization play in helping create that new reality?
  • Values- What beliefs and principles are central to how you do your work and operate in the community?

Whether you find that your team’s responses are perfectly aligned or very different, taking the time to openly answer these questions from the outset can help inform and strengthen the rest of your process. If you see lots of alignment, this can help you prioritize those concepts most important to people across your organization. If there is a great deal of misalignment across responses, it can pinpoint areas where you will need to put in effort to help everyone understand and get inspired by your organization’s updated Vision, Mission, and Values.

Step 3. Re-visit each statement in your current context.

Now you can draft updated statements in an informed way by bringing together your current statements, your team’s reflections from Step 2, and any other research and data you have available. While each statement should be tailored to meet the unique needs of your organization and its context, there are some tips to consider to help you draft the strongest statements with your team:

  • Strong vision statements…
    • are specific and simple, so everyone can easily understand this essential message.
    • provide a challenge by describing the ideal reality your organization wants to see.
    • inspire action and attract people to your cause.
  • Strong mission statements…
    • are succinct enough to be remembered and repeated by your team.
    • utilize positive language to describe the important work your organization does.
    • balances the emotional and pragmatic aspects of your work to ensure it is engaging but practical.
  • Strong Values Statements…
    • help to tell your organization’s story by expressing who you are and how you want to be known in your community.
    • have enough context to help folks understand what this value means to your specific organization.
    • can be utilized to guide decision-making and measure how these values show up in your work at the team and individual level.

Once these statements are drafted, be sure to follow the inclusive review and revision process that you mapped out and communicated in Step 1. It can be helpful to remind folks of the research and feedback steps that informed these updated drafts when you share them out.

Step 4. Share and incorporate

This is the easiest but often the most skipped step for a successful update process- Once you have these updated statements finalized, you should utilize them!

  • Be thoughtful about how you want to roll out these updated statements with internal and external audiences:
    • Consider how you can use these updated statements to help better align your current stakeholders and attract new supporters to your work.
    • Be sure that stakeholders who were involved in the update process are thanked for their perspectives and time when these new statements are shared.
    • Be proactive about providing context for any significant content changes you made, so that folks can understand the intentionality behind any of those larger edits. For Example- If you changed the way you identify the audience you serve in your Mission Statement, then you should be proactive in the way you communicate why the change was made and why you’re excited about it.
  • Update all tools that are tied to your Vision, Mission, and Values to ensure these updated statements are guiding your work:
    • Update all digital and printed materials to reflect your refreshed statements.
    • Utilize the updated statements to help guide decision-making across the organization. Make sure leadership is modeling how these statements are used in critical full-team decisions and planning as well.
    • Revise the structures and tools utilized to recruit, train, and evaluate the entire team- including staff, board, and volunteers- to ensure alignment with your organization’s updated Vision, Mission, and Values.

The best part is that these simple steps are also a cyclical process that can keep your organization ready for whatever changes come your way in the future. Consistently utilizing these updated statements (as outlined in Step 4) should help you easily identify when your organization has grown to the point where a Vision, Mission, and Values review and revision process might be needed again.

When you do determine it’s time for that update, you can simply repeat these 4 steps to help you shape a process that will leave you with a more invigorated and aligned organization primed for even greater impact. If you are interested in how Hedges can help your team engage in this 4-step process, please reach out to me at kateb@hellohedges.com so we can find a time to chat.

Kate Brierty is passionate about asking the right questions to help groups have conversations and make decisions that will create real impact for the people they serve. She has lived out this passion for over a decade in education and nonprofit spaces in Charlotte, Detroit, and Indianapolis. In all her work as a consultant at Hedges, Kate is focused on pursuing meaningful results while keeping people at the center of her work.

Feb 27

Expanding the mission without bricks and mortar

By Feature

Raphael Health Center meets community’s growing health needs through strategic partnerships

by Shari Finnell, editor/writer, Not-for-profit News

On a day-to-day basis, the staff at Raphael Health Center gets an intimate look at the challenges facing residents impacted by social determinants of health — the conditions and environments that can contribute to disproportionately higher rates of heart disease, diabetes, high blood pressure, infant mortality, and other health risks. The center, located at 401 E. 34th St., is in the heart of a neighborhood with a median income of $56,563 — significantly lower than the national median income of $69, 021.

In recent years, the nonprofit comprehensive care facility which focuses on providing care to underinsured and uninsured households, has seen medical needs significantly increase within the community it serves, according to Sherry Gray, Raphael Health Center’s CEO, and Lauren Scharenbrock, project manager of a new strategic partnership, 34th and Beyond.

Gray, along with other members of the Raphael team, recently announced the launch of the initiative, which will provide medical services to an increasing number of patients without expanding the medical facility.

“We’ve been looking at our building and looking at the needs in our community, and we’re seeing a disconnect,” Scharenbrock said. “There’s a lot going on in a small space. We can only serve so many people in this location. We only have so many rooms, we only have so much space, and we have used every last inch of it.”

Instead of focusing on plans to expand its current building or developing a new medical center, the Raphael team looked at its partners as a way to provide medical, behavioral health, optometry, and dental care to individuals and families more cost effectively.

Through a pilot program with Salvation Army’s mental recovery house, the center will focus on sending medical providers to various partner sites one day or two days a week to meet patients where they’re at, Scharenbrock said.

According to Jesse Links, manager of rehabilitation services for the Salvation Army’s Adult Rehabilitation Center, 711 E. Washington St., the 34th and Beyond initiative has already produced results.

“We saw an increase in our completion percentage, and an increase in retention, and an increase in new people coming into the program,” said Links, noting that the medical center provided on-site services during 75 appointments in January.

Fulfilling an expanding need

As part of the 34th and Beyond initiative, Raphael Health Center also plans to provide a range of comprehensive services to clients served by other partner nonprofit organizations, including Gennesaret Free Clinics and Pathway to Recovery.

Scharenbrock said that the initiative enables patients to receive services more quickly by eliminating the barriers many of them face when seeking medical care.

While receiving comprehensive quality healthcare can be challenging for many American households, it can be particularly difficult for individuals facing homelessness or who are impoverished.

“Healthcare, in general, is too expensive,” she said. “But many of the people we serve don’t have insurance or transportation. Getting them here can be difficult sometimes. We may need to give them bus passes or arrange for them to come by Lyft.

Scharenbrock also noted that many people are not aware of the options available to them.

“We are focused on bridging that gap by going to where they are,” she said. “It reduces the financial barriers, the transportation barriers, and the fear of the unknown because they’re already in a place that is familiar. We’re really hoping to use the trust the partner organizations have with their clients and build upon that to connect them with the services that they need.”

Effective partnerships built upon trust

The comprehensive services provided by Raphael Health Center is an added tool that Salvation Army clients can rely on for help when they’re struggling, Links said.

Links said that communication and trust have been essential in continuing a partnership that could help serve its rehabilitation program clients with co-occurring conditions, such as behavioral health challenges, substance abuse, and psychological disorders.

“We’re not a clinical treatment program,” he noted. “We are a faith-based rehabilitation program. There was a gap in some of the types of services we could offer individuals. We were looking for one place that could meet our men’s needs.”

“Communication is key — being open and meeting our guys where they’re at,” he said. “They never turn them away, whether they’re insured or not insured.”

Jan 23

Lessons learned from Wall Street

By Sponsor Insight

Strategic planning can help organizations navigate unexpected challenges

by Jan Frazier, owner, PlanningPlus

While home with COVID-19 during December, I watched nearly every movie made about the 2008 housing crisis: Boiler Room, Wall Street, Margin Call, Too Big to Fail, The Big Short, The Wolf of Wall Street. It was interesting looking back at the beginnings of that financial disaster now that we have lived through it. But what I found most interesting was that every movie espoused the same philosophies — greed and self-interest. And that’s not just my interpretation: Every movie actually had those words spoken by one or more characters.

Times have changed … sort of. The 2008 financial crisis, in which little people got hurt but those too big to fail didn’t, was only a precursor to what would become an even worse economic crisis in this country, caused not by corporate greed but by a virus.

A lot of people got hurt, primarily those lowest on the economic scale in service and retail jobs. The government stepped in with myriad loans and stimulus payments, yet we are now hearing of rampant fraud and how some of that money was actually spent. Greed and self-interest?

So, I ask myself, what did we fail to learn? Or better yet, how can we take those lessons as leaders into our organizations?

Lesson 1. One of the critical mistakes Wall Street made prior to the housing crisis was to believe “housing never goes down.” They took their historic understandings of the market and assumed it would be business as usual. Of course, it wasn’t. They failed to consider threats, unknowns, and possible risks when making corporate decisions. They never considered the fact that the housing market would collapse.

As leaders, we must never assume anything. The donor who just loves us passes away or, worse, sends money elsewhere. Or the grant we have received for the last 20 years disappears, with little warning. A regulatory change upends everything. Hence, one of the key purposes of strategic planning. During an effective planning session, you will be asked to think about what might be the unthinkable — both wonderful and tragic — then consider the value of creating a Plan B. It’s important to look outward instead of focusing primarily inward and only what we can see.

Lesson 2. There was much behind-the-scenes juggling going on between the investors on Wall Street, the banks, and the government. Who wins? Who loses? Who is the example? It is critical to understand who your partners are, how you are valuing them, and establishing relationships so that a call or email gets answered. Identify a confidante or two since it’s lonely at the top. Again, during effective strategic planning, review who your partners are and how well you are connected because we often take those relationships for granted.

Lesson 3. Those who entered the housing market as buyers were treated as commodities, lumped together. Personal stories held no sway. Be sure that you treat each of your stakeholders as unique, whether large funder or individual donor. A prequel to any strategic plan should be to ensure the entire leadership staff knows who their stakeholders are and treat each one with respect.

Of course, as strategic planners, these issues tend to jump out at me and my colleagues. And we all need to be reminded during these uncertain times that if we don’t learn lessons from the past we are certainly doomed to repeat them.

Sep 19

3 challenges a strategic planning process can solve amid financial uncertainty

By Sponsor Insight

How nonprofits can position themselves for success as the pandemic subsides

Alexis Kollay D’Ettorre, consultant, Hedges

Is anyone else feeling a bit of déjà vu after hearing ongoing news reports of an impending recession? You too? It feels as though we just finished with a recession … because we did.

The greatest economic downturn since the Great Depression, The Great Recession, took place from 2007 to 2009, and was marked by financial decline worldwide. From a global economic standpoint, identifying causes of The Great Recession can help us avoid similar events … or to recover more quickly if we do. That approach could be especially helpful given that economy experts predict a continued financial slump and possibly another recession.

The good news is that nonprofits can learn from our experiences rebounding from The Great Recession too. Having experienced that financial decline, funders’ responses to crisis, and surviving the worst of the pandemic, how will nonprofits use that knowledge to not just survive but sustain and thrive?

A Nonprofit Quarterly study of nonprofit funding trends following The Great Recession illuminates potential trends as we navigate this economic downturn with no clear end date. While the rate of nonprofit closure was 13.5 percent during the peak of the recession (2008-2010), the rate was only 3.3 percent higher than it was two years prior and only 5.3 percent higher than it was the two years after. And, because new organizations were launched just as often as they were closed, the number of nonprofits remained relatively steady before, during, and after the recession. This study also found that the most stable organizations during The Great Recession were human service organizations. They experienced the lowest rate of closure and the smallest losses overall. Seems promising, right?

But it’s also important to consider that, on average, Great Recession recovery time for nonprofits lasted about five years, from 2010 to 2015. According to nonprofit fundraising software expert Classy, recessions last 15 months on average. In today’s terms, considering 2020 to be the start of the economic downturn, we’re potentially looking at being in recovery mode through 2027. If we want to be part of the 86.5 percent of nonprofits that weather the recession, clear well-thought-out goals, and actions to carry us through to stability are exactly where to start.

Until a decade ago, Hedges primarily provided grants-related services, but as we saw funders begin to show a deepened interest in nonprofits with active strategic plans, we established a service line dedicated to the inclusive, community research-based strategic planning processes that funders and organizations alike were calling for. Today, we’re seeing this need remain as strong as it was then, maybe even stronger. Whether an organization has a strategic plan is still one of funders’ most frequently asked questions.

When inching our way out of the pandemic, a meaningful strategic plan is an extremely effective springboard toward greater strength. On one hand, some nonprofits experienced significant funding gaps during the pandemic that have left them struggling to remain stable. On the other hand, other nonprofits were grateful to receive a healthy number of unexpected gifts as a reaction to the limited finances nonprofits then faced and the higher need for nonprofit services. But, as we begin to leave behind pandemic-bound operations and related funds have gone by the wayside, how will we re-establish financial security in this new climate? Here are three challenges an effective strategic planning process can solve for nonprofits amid the economic uncertainty we’re facing.

Challenge #1: Not being financially prepared

As the time in which many funders granted nonprofits unrestricted pandemic-related funds to address any need ends, it’s still unclear if funders will return to their pre-pandemic gift restrictions, including requiring that nonprofits fully align with their own priorities. But, so far, that seems to be the trend.

Large U.S. foundation funding increased from 2020 to 2021, but COVID-19-specific funding dropped 31 percent between the same fiscal years. Additionally, corporate foundation funding dropped even more drastically, by a rate of 76 percent. While foundations and corporations continue to give, it can be assumed that the unrestricted funding of the most difficult pandemic years will continue to decline.

Understanding what questions funders are asking now is a solid starting point for preparing your organization to manage financial instability. Many of the trending questions we are seeing benefit nonprofits greatly (and, subsequently, the participants who seek their services) include:

  • Describe your efforts to incorporate DEI into your organization’s work as well as your action plan for addressing your DEI limitations. Of course, this concept was coming into focus well before the pandemic, but as the COVID-19 crisis exposed how acutely present disparities in healthcare, education, and opportunities of all kinds are for people of color, funders and organizations alike are no longer able to place this issue on the backburner. Change must happen now.
  • How will your organization sustain this effort after funding has ended? This is a fairly common question, but it’s more important now than ever. This is your chance to feature the ways you were able to weather the pandemic storm and therefore be resilient and better equipped for continued bad financial weather. Strategic plans play a substantial part in an organization’s sustainability. When we set goals and keep our attention focused on them, we don’t stray toward flashy and potentially unbeneficial opportunities. We build strength and consistency leading to long-term sustainability.
  • Tell us how your initiative is innovative. Highlight your efforts to shift practices amid the pandemic to address community needs and then shift back s (i.e., how nimble is your nonprofit, which may predict your continued ability to sustain during the ongoing financial crisis).

As a part of your strategic plan, be sure to address the critical issue of maintaining funder cultivation and stewardship. While this is Fundraising 101 outside of financial insecurity, it’s easy to set aside relationship development when fires are blazing around us. However, nonprofits that don’t maintain communication and relationship with their individual, corporate, and foundation funders in times of challenge will lose their attention to other organizations who prioritize remaining top of mind.

“Trust, security, and stability” are three key factors Classy describes as essential to retaining and engaging donors in a pandemic and post-pandemic environment. Even as individuals reduce their amount of giving to nonprofits, they will still find a way to give to organizations that they trust. In other words, organizations that continually communicate with them, offer secure and streamlined donation methods, and show stability amid the crisis will earn their trust.

A strategic plan not only speaks volumes for your longevity and vision for the future, but it creates a set of instructions for how you’ll obtain and/or maintain stability. We learned earlier that recessions last about 15 months, and recovery time afterward is about 5 years. It would be wise to set financial goals for the coming three to five years which is, coincidentally, the typical timeframe of a strategic plan, and even beyond.

Challenge #2: Impulsively returning to pre-pandemic methodology

We’ve heard it said in countless ways: The COVID-19 pandemic brought our world to a screeching halt and then turned it upside down. While we’re grateful to have the worst of the pandemic in the rearview mirror, we’re still managing the after-effects, including a struggling economy. It’s safe to say that we will be for some time. Nonprofits shifted their practices in record time to continue their work in a tremendously challenging time. In many cases, organizations changed their methods of implementing existing programs and, in other cases, many established new programs to meet new needs. Regardless of whether organizations wanted to make those changes or not, we’re now faced with identifying how well those changes served us during the pandemic and now, as we move out of the pandemic.

With little certainty about what turn our economy will take next, it is critical that nonprofits analyze how they provided services before and during the pandemic. That analysis can help them determine how they can most effectively meet participant needs in the future. The sooner this is determined, the sooner organizations can operationalize their methodology and stabilize funding sources to match that need.

Holy Family Shelter is an excellent example of commitment to evaluating their service methods before, during, and while recovering from the pandemic, to identify ideal next steps. A program of Catholic Charities Indianapolis, Holy Family Shelter operates as an emergency shelter specifically for families, regardless of religious affiliation, serving as a safe refuge for those facing homelessness and supporting them as they seek permanent housing and self-sufficiency.

When facing the pandemic, Holy Family Shelter was forced to temporarily limit on-site sheltering for those experiencing homelessness since their facility includes congregated communal eating and bathroom spaces. If Holy Family Shelter were to simply stop serving clients because of their facility limitations, more than 750 individuals could be without housing and a long-term support system to meet their self-sufficiency goals. Rather than simply stop partnering with those seeking their services, Holy Family Shelter leaned into what was once a much smaller-scale transitional housing program and worked with existing landlords to ensure clients could remain in their spaces.

They also diverted them to hotels and other safe, temporary alternative housing when no other options were available. Meeting basic needs and providing intensive case management services and long-term support toward permanent housing and self-sufficiency remained a critical component of Holy Family Shelter’s partnership with clients, even in this non-traditional service model, because much of it could be done virtually.

Even as the pandemic-related restrictions were lifted, Holy Family Shelter staff members analyzed their pre- and mid-pandemic methods and determined that they can serve far more clients by continuing to use their new methods than they could before, while beginning to re-integrate on-site housing as well. As a result, what came to be known as the Sustain, Support, and Divert program became a central approach. While these major changes certainly required a significant operational adjustment, returning to pre-pandemic programming practices would simply diminish the impact they could have.

Holy Family Shelter’s experience is a prime example of why strategic planning is so critical. Rather than continue along the same path we always have, strategic planning processes allow us to ask critical, and sometimes tough, questions about why and how we do what we do as well as set a realistic plan for operationalizing new methods. And, when new operations, methods, and funding are required, a strategic planning process gives us dedicated time to set goals and related actions that will progressively move us toward our end point.

As you embark on a strategic planning process and evaluate former and current programming, you might ask yourself questions like:

  • What has changed for our participants since the pandemic began?
  • What will never return to how it was before the pandemic (for example, increased use of digital methods, increased knowledge of race/ethnicity-based disparities)?
  • Can our pre-pandemic methods still meet participants’ needs in this new climate?
  • What methods did we shift toward amid the pandemic that have worked well for our participants?
  • Are there programs we implemented before the pandemic that are no longer as relevant? Would other methods be better to solve those issues now?

Challenge #3: Operating in a vacuum

One of the most critical elements of a successful strategic plan is that it’s well-informed by a variety of voices and ample data. Through a community research-based strategic planning process, organizations will hear from stakeholders about what they need to change, and funders will be able to view the organization as sustainable beyond the pandemic. This introspection should be inclusive of both internal and external research.

Internal research will involve taking a close look at your strengths, challenges, and opportunities. It also will provide insights about what are you doing well, what hazards may come in your way (such as shifting funder priorities), and what exciting prospects are on the horizon (such as a sector-wide shift toward virtual services seen during the pandemic)? It’s also important to include your own staff and board. After all, these are the internal crew members who see your work, day in and day out. When invited to share anonymous and authentic feedback, we see crews impart their passion for the cause, the brilliant ideas they’ve been waiting to share, and constructive methods for improving overall organizational success.

This is where welcoming in an external entity to lead your strategic planning process is so important. As my colleague Hannah Gooding shared, a third-party facilitator provides “the necessary neutrality to collect real information.” Someone not currently close to your organization can serve as a “buffer,” making it possible to obtain honest feedback and share it in a productive way.

This comes into play just as much for external data collection. We must take time to ask intentional questions and gather information from sources we don’t connect with every day. External data collection may include surveying and speaking with clients, families of clients, volunteers, partner organizations, funders, donors, and more. You might also consider looking into the practices of similar organizations and gathering current data on best practices in your field.

Summing it up

If we were to magically jump ahead five years and you had made no changes to your nonprofit’s current operations, what would your reflections be? Would your existing finances and fundraising efforts have sustained you? Would your programs remain relevant if you made no changes to their implementation? Would you have all the information needed to address the true needs in our community?

Of course, as we’ve learned through a global pandemic and looming recession, we can’t possibly predict all conditions that would help answer these questions. But gathering data, making predictions, and implementing a plan that prepares our organizations for greater security, sustainability, and impact for years to come will leave us in an incredibly powerful position despite economic turbulence.

Alexis Kollay D’Ettorre has more than 15 years of experience serving dozens of nonprofits. Her passion for people contributes to strong partnerships with organizations across Central Indiana and beyond as they grow their capacity.

Apr 25

Re-imagining an environmental mission with a lens on equity

By Feature

Keep Indianapolis Beautiful outlines a strategic plan focused on vulnerable neighborhoods

by Shari Finnell, editor/writer, Not-for-Profit News

When developing its current strategic plan, team members of Keep Indianapolis Beautiful, Inc., (KIB) had no intention of overhauling the mission that had served the organization for more than 40 years — making it Indiana’s largest environmental community engagement organization.

Yet, they understood the critical need to advance racial and social equity in the wake of increased awareness about those challenges in recent years, according to KIBI President & CEO Jeremy Kranowitz.

Jeremy Kranowitz, KIB President & CEO

That type of work wasn’t necessarily new to KIB. “We have always looked at parts of the city that needed to improve tree canopy and focused our energy there,” Kranowitz said. “There’s more to do in some parts of the city than in areas like Eagle Creek or Geist.”

After devoting months to shaping its strategic plan, the KIB mapped out a four-page document that clearly outlines a path for further investing in vulnerable neighborhoods. The plan, which includes a commitment to in-depth research and agency-wide awareness about its mission, has given KIB a deeper appreciation for how its environmental mission can positively impact vulnerable neighborhoods in more ways than its founders had originally imagined, according to Kranowitz.

Through new partnerships, research, and projects, KIB is increasingly realizing that the practice of planting trees and creating green spaces has more than aesthetic value, Kranowitz said. These types of environmental projects can enhance well-being and health outcomes as well as contribute to a decrease in criminal activity, he added.

Collaborating on a shared vision

For example, through a partnership with Indiana University-Purdue University Indianapolis (IUPUI), KIB is helping to analyze levels of lead in the soil of underserved communities. As part of the transformation of an abandoned lot into a green space in a Far Eastside neighborhood, KIB and IUPUI will measure the lead content in the soil before and after the development to determine if levels diminished. The project is being funded by a $10,000 grant from CareSource.

“Exposure to environmental contaminants severely impacts brain development of children in many neighborhoods, and this impact is seen disproportionately in lower income communities of color,” said Dr. Gabriel Filippelli, executive director of Indiana University’s Environmental Resilience Institute. “By engaging with community members in the process of collecting and interpreting environmental data, we can help to activate communities for positive change — including supporting the expansion of urban green spaces, which improve community health and counteract negative effects from climate change.”

If the development of the green space results in lead abatement in the previously abandoned lot, the team will identify other sites that meet similar criteria for intervention, Kranowitz said.

The partnership came naturally, Kranowitz recalled. “There’s an interesting overlay between health and environment,” he said. “The project grew out of some conversations about shared concerns. It was interesting to us because we were creating a great space there. We didn’t we didn’t write the strategic planning with the intent of getting the grant.”

The identified neighborhood also was of interest to CareSource because the insurance company has numerous clients who live in the area.

Kranowitz said that KIB will continue to explore how its focus on environmental projects can have positive outcomes beyond those it already has identified. In addition to health benefits, KIB is seeking to better understand the impact of environment projects on levels of crime.

He noted that a team at the University of Michigan, which has been researching various ways to reduce violent crime, found that incidents declined in urban neighborhoods where vacant lots were regularly mowed, compared to vacant lots that remained neglected.

Kranowitz believes that type of research can have a far-reaching impact if further explored. “What if we’re planting pollinator friendly plants and fruit-bearing trees, installing play areas, and creating a space where the community can intentionally engage in a previously abandoned lot? Is that going to create an even bigger drop in violent crime?” Kranowitz asked. “My hypothesis is that it will.”

A user-friendly strategic plan

In developing its strategic plan, KIB also recognized the advantages of keeping it concise and user-friendly, Kranowitz said. The condensed four-page document outlines KIB’s mission and vision as follows:

Mission: KIB’s mission is to engage diverse communities to create vibrant public places, helping people and nature thrive.

Vision: KIB sees a beautiful Indianapolis that is loved, cared for, and ecologically rich. A city defined by strong neighborhoods, inspired places, and a clean, flourishing environment. KIB will engage and empower people to improve environmental equity throughout the city.

One of the key components of KIB’s strategic plan is the Key Neighborhood Identification Tool (KNIT), an approach that ensures impact in vulnerable neighborhoods in intentional, rather than incidental, helping the organization identify neighborhoods throughout Indianapolis where KIB resources can have the greatest positive impact.

As a result of using the tool, KIB was able to identify 10 focus areas “where social vulnerability is highest, tree canopy coverage is lowest, litter is highest, and KIB’s past involvement and use of resources has been lowest.” The strategic plan also emphasizes the importance of building relationships among the residents of each area, ensuring that any projects are collaborative.

Kranowitz said that the concise strategic plan ensures that every employee understands where they fit within the organization.

“There are a few key objectives that we’re trying to reach within each of those goals,” he said. “They are made evident to everyone on staff. An entry-level employee will understand where they fit in, how their job helps us accomplish this objective, which is helping us achieve this overarching goal, which is making a difference in Indianapolis. Everyone understands the role they’re playing and how that helps us achieve and accomplish our mission.”

Feb 21

Strategic planning enabled food bank to readily expand operations during pandemic

By Feature

Retiring Gleaners Food Bank of Indiana CEO John Elliott reflects on his tenure

by Shari Finnell, editor/writer, Not-for-profit News

Note: Listen to the full interview with Gleaners’ John Elliott, who talks about strategic planning and provides advice for other nonprofits as they plan for upcoming years.

By any definition, Gleaners Food Bank of Indiana faced a nightmarish situation during the early months of the pandemic in 2020. While demand for food surged to unprecedented numbers, the organization’s typical sources of donations — particularly those from grocery stores — plunged to zero, recalled President and CEO John Elliott, who recently announced his retirement. At the same time, the food bank’s volunteer force dwindled in the face of lockdown orders and the uncertainty around the deadly disease.

Faced with similar daunting circumstances, many food banks temporarily or permanently closed their doors. In New York City, for instance, 39 percent of food banks were closed during the height of the pandemic.

An ambitious strategic plan that had been developed years prior to the pandemic allowed Gleaners to not only keep its doors open but serve 103 million nutritious meals in 2020 — up from 20 million in 2016, said Elliott, who plans to hand over the leadership reins to his successor in September.

“Strategy is absolutely our roadmap,” Elliott said. “We started our strategic plan in February 2019. At that time, we began a lot of change and growth planning, and set a goal of closing the meal gap and keeping it closed. That meant, after 2019, we would need to do 2 ½ that year’s food distribution, sustain it and do it in the right way.”
Along the way, the team also focused on significantly increasing efficiency.

“We did not expect to get 2 ½ times the donations that people have historically given us so we did dozens of things to improve our efficiency,” Elliott said. “We went from 41 cents a meal when I got here to 12 cents a meal last year. There wasn’t one magic thing that led to that, but dozens of dozens of things across the entire organization.

“After about nine months of the pandemic, we didn’t update that strategic plan,” he added. We found ourselves, in a sort of an intriguing way, checking off 2023 strategic plan goals early.”

With the implementation and acceleration of the strategic plan, Elliott said the food bank has undergone a permanent transformation.

“You cannot quintuple your distribution, while simultaneously have dramatically improved the nutritional quality and unprecedented variety of foods,” he said. “We have absolutely left behind the old food banking model of passively waiting to see what loose cans and boxes people choose to donate and then that’s what we distribute. We’ve proactively even maybe aggressively gone after financial resources to shop for food at the lowest cost and at the best nutritional variety we can try to create for the families we’re privileged to serve.”

A renewed focus on employees

Human resources was another key focus of Gleaner’s strategic plan — which also significantly paid off when faced with the challenges of the past two years, Elliott noted.

“We invested in our people,” he said. “We redefined every job, every role in the organization and some of the more impactful ones when the pandemic came along.”

As part of that plan, program staff members served as local service managers of assigned geographies, Elliott said.

“They were out in the field, interacting and working with our partners, understanding the neighborhoods, understanding the counties, and knowing exactly what they needed from us to succeed — not confined by historically what we had done for them or with them. But what did they actually need to do their part of closing the meal gap in their area, providing wraparound interconnected solutions.”

Since that work started in 2019, the team was better prepared to meet the needs of the community. “By the time the pandemic hit in early 2020, we already were equipped with that information. Also, if we had not moved to this current location with this facility in 2010, we absolutely could not have handled the pandemic response. We might very well have done what happened at some food banks and many food pantries around the country, which was temporary shutdowns, limiting our response, and running out of food distributions. But that didn’t happen. We were able to handle it because we were already on a growth and change trajectory.”

As part of the strategic plan, employees were evaluated to ensure they were in the right positions. The organization also hired new employees who would be equipped to handle demands well into the future — not simply fulfill the duties of the previous employees, Elliott said.

“In many ways, we started from an organization that was financially at risk in 2016 to one that is very stable and solid now. It was a financial journey. That financial journey began with my doubling the fundraising team when I got here and, much like corporations will use a dramatic increase in sales to turn the company around, we used a dramatic increase in fundraising to give us the resources to do all of the other things.”

Lilly Endowment, Inc., and other organizations provided the funds needed to expand its team, Elliott noted. “But, from there, we had to earn our own way.”

Looking to the future

Elliott noted that some nonprofits could be shortchanging themselves by focusing on challenges instead of future-setting goals.

“If you have a mindset as a nonprofit that, ‘Well, we’re short-staffed,’ or ‘We don’t have enough funding,’ you can diminish what you get versus if you’re more optimistic and project a vision your stakeholders see, hear and respond to.”

By establishing a vision that Gleaners needed to run at 2 ½ to 3 times the distribution it had in 2019, the food bank was equipped to handle even more under pressure, he said. “Now, we know we can do it in normal times.”

Jun 07

Build resiliency into your nonprofit strategic planning

By Sponsor Insight, Uncategorized

by Angela E. White, CRFE, Johnson Grossnickle and Associates

Life is full of opportunities and challenges, and we certainly faced our share in 2020. However, not everything we’ve gone through in the last year is negative. There are some lessons learned we may want to keep — opportunities to capitalize on in the future. It is important to learn from each challenge so you can prepare, mitigate, and more easily turn the next challenge into an opportunity. That’s called resiliency. It sounds easy — but let’s be honest, it isn’t.

Resiliency is the ability to recover from a setback, adapt to new challenges, and keep going in the face of adversity. In a nonprofit, as a staff or volunteer leader, one of the best tools to foster resiliency no matter what is thrown at your organization — internally or externally— is a strategic plan, which:

  • Provides a road map to lead your organization from where you are now to where you would like to be in the future;
  • Sets priorities and focuses your organization’s resources; and
  • Establishes measurable goals and a template to evaluate progress and adapt to a changing environment.

During a recent JGA webinar, I shared six tips to help you create a resilient organization by building resiliency into your strategic planning:

  1. Prepare for the unexpected. Include learning sessions at the beginning of your strategic planning process to provide the knowledge you need to make your organization more resilient.
    a. Acknowledge internal and external threats,
    b. Consider different scenarios and plans,
    c. Stay informed about trends, and
    d. Identify lessons learned.
  2. Concentrate on the customer experience: For nonprofits to be resilient, it is important to think about who your core “customers” are and who your potential “customers” might be as you think about implementing your mission and opportunities for growth.
    a. Provide excellent customer service,
    b. Help your customers (constituents, donors, etc.) make their lives easier,
    c. And anticipate their needs.
  3. Find a niche: Finding your niche doesn’t mean staying stagnant — or just doing what you’ve always done. This is where your mission statement is key. Let it serve as your anchor in this process.
    a. Establish what is unique about your organization and bolster your special traits,
    b. Strengthen and create partnerships, and
    c. Continue to strengthen financial sustainability.
  4. Invest in good tech: Put technology in place to implement a business continuity plan to make your organization resilient and to best position yourself to implement your strategic plan.
    a. Put the right technology in place,
    b. Ensure technology helps you, and
    c. Don’t spend time doing tasks that take you away from your constituents.
  5. Cultivate a productive work culture: The values section of your strategic plan is key to strengthening your work culture and helping you build resiliency. Keep those values central to your future planning and invest in your people as they are the ones who are going to make your strategic plan a reality.
    a. Build a resilient culture through open communications and trusting relationships,
    b. Prioritize learning opportunities, and
    c. Foster team building.
  6. Give back to the community: In your strategic plan, make certain you have embedded opportunities for staff and volunteers to touch and feel your mission, so they understand their role in giving back to the community and supporting the important work you do.
    a. Provide opportunities for staff and volunteers to engage with the mission,
    b. Serve the community, and
    c. Be transparent to foster trust in your organization by stakeholders and the public.

You can learn more about weaving resiliency into your organization’s plans by listening to the complete Nonprofit Resiliency and Strategic Planning webinar recording. If you’d like to discuss undertaking a strategic planning process, creating a short-term plan tailored to your changing environment, or gathering strategic intelligence to inform decision making, we’ve put together a list of special fast-track packages to help you in 2021.

Angela E. White, CFRE, serves as Senior Consultant and CEO of Johnson, Grossnickle and Associates. She previously served as Executive Director for Institutional Advancement at the University of Indianapolis and Vice President of Institutional Advancement at Saint Mary-of-the-Woods College. Angela is a faculty member at The Fundraising School at the IU Lilly Family School of Philanthropy, presents on behalf of the Women’s Philanthropy Institute, and serves on the Committee on Directorship for CFRE International.