https://www.rootsourcefundraising.com/blog daily 0.75 2020-10-22 https://www.rootsourcefundraising.com/blog/the-importance-of-saying-thank-you monthly 0.5 2020-10-22 https://www.rootsourcefundraising.com/blog/why-a-good-mission-statement-is-important monthly 0.5 2020-09-25 https://www.rootsourcefundraising.com/home daily 1.0 2020-10-06 https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1588802985356-MB1UIY8HESXJI2RC1UAV/J0178426.jpg RootSource Fundraising - Are there foundation or government grants that your programs are eligible for, but you simply don’t have the staff or expertise to write the proposals? We have a solid track record of developing successful foundation boilerplates and/or government proposals and attachments that can help you raise the funds you need. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1588802691127-5CP6GI114RPYSLTE0NIF/publications_8679715.jpg RootSource Fundraising - Do you need important written materials or publications that will communicate your organization’s mission and services to the public? Our professional writing and graphics skills will help you clearly convey your agency’s purpose and programs to your constituency and donors. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1588875573360-999DO4XFDL9VEKMUF0EH/MPj04221840000%5B1%5D.jpg RootSource Fundraising - Do you have an important government grant application that you need help with, or assistance with setting-up compliance monitoring systems for current government contracts? We have experience in developing winning grant applications and effective monitoring protocols that can help you achieve your contract compliance goals successfully. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1588803149208-25O0ANAIXNE1TFIQYKMX/J0285014.JPG RootSource Fundraising - Does your Board need to participate more in your fundraising efforts? We can help with training that will clarify your Board’s responsibilities and help them understand the important role they must play in your organization’s fundraising endeavors. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1588803464365-P2BBDE3ZQ091FG3OP8D2/J0178868.JPG RootSource Fundraising - Do you need a clear fundraising, program development, or even a strategic plan? We can coordinate your Board and Staff into a cohesive team and facilitate a planning process that will develop a fundraising, program or strategic plan to meet your agency’s vital goals. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601516887744-EISIIF0CVEXZQAQZD3I4/image-asset.jpeg RootSource Fundraising - We have helped numerous nonprofit and academic agencies with fundraising strategies, building capacity and developing organizational systems to grow your services and make them more effective. Let use help you too? https://www.rootsourcefundraising.com/services daily 0.75 2020-09-28 https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1588810212537-308N5GXQHIYGRMJ8KF6X/J0309047.JPG Services - Fundraising, Grantwriting & Publication Development We provide agencies with effective fund development strategies and compelling written materials that attract donors aligned to the agency’s mission and goals. Prospect Research & Identification Cultivation Strategies Comprehensive Fund Development Plans Grant Proposal Boilerplates Government RFPs and Compliance Protocols Brochures, Annual Reports & Case Statements Website Text https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601251883305-YIVOM7TVW6KGSF3K5DRJ/image-asset.jpeg Services - Government Grant Identification, Proposal Development and Compliance Reporting We have years of experience identifying suitable funding possibilities, reviewing eligibility guidelines and requirements for appropriate fit, and collecting and integrating statistical data, program descriptions, logic models, evidence-based methodologies and certifications necessary for developing a well written and competitive government grant proposal. Government RFP Research, Identification & Evaluation for Fit Government Grant Proposal Writing and Applications Tracking of Deliverables, Compliance Requirements and Government Reporting https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1588810719159-TI4LPGKZD2R84WIQN8EO/MPj04068100000%255B1%255D.jpg Services - Program & Organizational Development We find ways for your agency to build and streamline its organizational procedures to meet your program goals and serve your constituents more effectively. Program Planning & Evaluation Board & Administrative Policies Fundraising Policies & Procedures Volunteer Management, Policies & Procedures Evaluation of Donor Database Needs and Entry Protocols Strategic Planning Board Development & Training https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1588810895312-QVJ13BTREZOFETVSUNCE/MPj04393740000%5B1%5D.jpg Services - Training & Workshops We furnish straight forward training and workshops that enable board and staff to create strong organizational and financial foundations for your agency’s work in the community. Board Fiduciary & Fundraising Responsibilities How to Identify & Cultivate Foundation & Individual Major Gifts Writing Successful Grants Developing Community Need & Agency Case Statements How to do Prospect Research How to Implement Small & Large Fundraising Events Planning Ahead – What to Think About When Implementing a Planning Process And more . . . Training and Workshops may be customized to meet your specific needs. https://www.rootsourcefundraising.com/testimonials daily 0.75 2020-09-30 https://www.rootsourcefundraising.com/company daily 0.75 2020-10-06 https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1588806865282-QXQPC6IJSP7DMJDKXMY9/Kim+R+-+photo+2.jpg Company - Kim Alaine Rathman, Ph.D., has almost 40 years of experience in fundraising, organizational development and strategic planning. She has a doctorate in Ethics and Public Policy from the cooperative program between the Graduate Theological Union and the University of California, Berkeley, and has worked with numerous nonprofit and educational institutions, including: Call State LA, Family Connects International (Duke University), KidSpace Children’s Museum, Mount St. Mary’s University, and St. Vincent de Paul. Dr. Rathman also has taught classes in community organizing, nonprofit administration and fundraising, as well as academic courses in ethics, economics and human values. https://www.rootsourcefundraising.com/contact daily 0.75 2020-10-19 https://www.rootsourcefundraising.com/portfolio daily 0.75 2020-10-01 https://www.rootsourcefundraising.com/program-organizational-development daily 0.75 2020-10-01 https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601254686134-BUDTWF3SPS8ISPWU83HL/image-asset.jpeg Program & Organizational Development - Board Assessment, Recruitment & Training Finding dedicated board members with the range of expertise and skills your organization needs to function effectively, is one of the greatest challenges facing nonprofits. In today’s world, nonprofits also must increasingly rely upon their board members for help in identifying and garnering financial support from individuals, companies, and private foundations in order to sustain and grow the critically important services being provided to the community. As a result, these board members require an initial orientation that clearly spells out their important roles and responsibilities within the organization, particularly in relation to governance and fundraising; paramount to the health of your nonprofit. RootSource Fundraising will assess and identify your board’s strengths and capacity for fulfilling its responsibilities to your organization, and determine where opportunities exist for expanding their skills and abilities through both training and the recruitment of new members. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601445661031-CAVO3Z1S6QN3BGQY7G7L/Program+Evaluation+2.png Program & Organizational Development - Program Planning & Evaluation Developing new programs involves multiple steps and substantial planning, including: identifying the community problem to be addressed determining the program’s goals, objectives and activities required for implementation ascertaining the appropriate measurable outcomes assessing the resources available for implementation and ultimately how the program will be evaluated. We will work with your organization’s management and program staff to establish your program’s goals, objectives, implementation activities, timelines and benchmarks, measurable outcomes, evaluation methodology and resources required that will help your agency develop a strong and successful program. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601264070197-WY5JBW2LV7OFEE6729AT/image-asset.jpeg Program & Organizational Development - Fundraising Policies & Procedures Every successful nonprofit development department requires a strong administrative framework and tools to support its fundraising efforts. This includes procedures that: help elicit timely thank your letters assist with scheduling and organizing regular cultivation events and site visits; provide effective grant submission protocols furnish stewardship guidelines develop sound donor tracking documents for new major gift cultivation and solicitation and generate appropriate gift acceptance policies. RootSource Fundraising will help you develop the back office structures, tools and strategies your nonprofit needs to support an efficient fundraising program. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601263621619-R4GD3QA2IEXR35J8MGU4/image-asset.jpeg Program & Organizational Development - Evaluation of Donor Database Needs, Development of Attribution Categories & Entry Protocols The use and maintenance of an organization’s donor database system is an essential part of a nonprofit’s fundraising success. Dynamic fundraising departments require appropriate donor tracking software that fits the size and needs of your organization in order to monitor the progress of your fundraising activities and ensure that your organization is continuing to develop strong relationships with your donors. RootSource Fundraising has assisted numerous organizations with finding the right donor software, configuring their current software’s backend attributes for more effective donor tracking and fund accounting, and/or customizing entry protocols to ensure greater consistency with their data. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601264561161-95INUUYPTCV8G9HTJYPD/MPj04221190000%255B1%255D.jpg Program & Organizational Development - Comprehensive Fund Development Plans Having an effective and professional development department that can diversify and increase your organization’s funding sources to include a larger percentage of funds from; foundations and corporations, acquisition mailings to cultivate and expand new individual donors, and major and planned gifts from individuals, is crucial to the sustainability and growth of any nonprofit organization. RootSource Fundraising will work with your board and development staff to create and implement a one to three-year fundraising plan that works for your agency and current donors, as well as builds a supportive development structure to bring in new donors dedicated to your mission. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601352123333-XJNKQZJPIBVRT2UIIW8A/Board-meeting%2B2.jpg Program & Organizational Development - Strategic Planning Strategic planning is a systematic management tool requiring a long-term, team effort among the organization’s board, staff and community stakeholders. It is a data driven, meticulous process that helps an organization paint a realistic picture of its present position and effectiveness in the community, and assists it in developing a detailed blueprint and vision for the future. RootSource Fundraising will work with your board and staff in focusing on your agency’s current mission, vision, organizational goals and program priorities, and help you identify their strengths and weaknesses related to the community’s needs and how you wish to address those needs. We, then, assist your team in the development of a full, five-year operating plan that delineates core strategies, phases and activities for program implementation, and provides explicit timelines and milestone that will allow you to measure and evaluate your progress. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601254846785-XFKIT6O1CRMXW5S0EUFP/image-asset.jpeg Program & Organizational Development - Succession Planning Succession planning is a strategy for identifying and developing future leaders at your nonprofit, for both the executive and upper management positions. Such a plan can give your agency a road map for training current employees to meet the future leadership challenges and find advancement within your organization. Working in conjunction with your nonprofit’s strategic plan, board and management staff; RootSource Fundraising will develop a succession plan that evaluates your internal talent and future needs, and maps out a course for developing your employees’ skills appropriately for what lies ahead. https://www.rootsourcefundraising.com/government-grant-identification-proposal-development-and-compliance-reporting-1 daily 0.75 2024-08-06 https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601345102145-F9U8W1CUZB2UK7QRICM2/research.png Government Grants Identification, Proposal Development and Compliance Reporting - Government RFP Research, Identification & Evaluation for Fit The regulations for submitting government applications are many times long and involved, and require an understanding of how to interpret them correctly to ensure that your nonprofit actually is a good fit for that funding opportunity. Moreover, finding an appropriate government funding opportunity can be like searching for the proverbial “needle in a haystack” as numerous government entities, local, state and federal, have funding available at various times of the year on each of their websites. So where do you go? RootSource Fundraising will conduct the prospecting work for government grant opportunities that align with your organization’s mission and needs. We have knowledge of the various online sites to search, and experience interpreting eligibility guidelines, service deliverables and certification criteria to make sure a certain government grant opportunity is a viable option for your organization. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601348185419-XQHCNYD3KOG3OA0YYVKM/J0308892.JPG Government Grants Identification, Proposal Development and Compliance Reporting - Government Grant Proposal Writing and Applications Government grants are far more competitive than private foundation grants and usually require substantial paperwork including: Application Forms; Budgets and Budget Narratives, Memoranda of Understanding (MOU) Logic Models; Goal, Measurable Objective and Activity Charts Demographic information on the population being served Lobbying and Indirect Cost Certifications, etc. These grants also require additional work related to registering and certifying your organization with the government, including acquiring a DUNS Number, a government account on the various grant submission sites and SAM Registration. Teamwork is absolutely critical to developing a successful government grant, and RootSource Fundraising will work with your staff and oversee all the essential elements and document requirements needed for producing an effective, competitive proposal. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601256179187-L4XFFODATU3DHS9F9CN5/image-asset.jpeg Government Grants Identification, Proposal Development and Compliance Reporting - Tracking of Deliverables, Compliance Requirements and Government Reporting Once your organization has received a government grant; the hard work really begins. RootSource Fundraising has helped many clients with their government contract negotiations, compliance and reporting by: writing and reviewing negotiation briefings ahead of time with management and program staff developing lists and tracking charts for contract service deliverables to help with monitoring program progress and quarterly reporting and creating internal reporting forms to assist development staff with the collection of contract deliverables information from multiple program departments. We also have assisted clients with the organizing of compliance documentation for five-year Federal OMB A133 Audits. https://www.rootsourcefundraising.com/fundraising-grant-writing-publication-development daily 0.75 2024-02-28 https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601265161095-2US4OD7W4X2G94J8DOYR/image-asset.jpeg Fundraising, Grant Writing & Publication Development - Development Assessment We will conduct an evaluation of your development practices, reviewing current donors and fundraising activities, along with interviews of organizational stakeholders that include board, staff and volunteers to determine the efficacy of your current fundraising program and the next steps needed to increase your fundraising results. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601186801073-YJX2AILK9EJQZGUR8RZA/image-asset.jpeg Fundraising, Grant Writing & Publication Development - Prospect Research & Donor Identification Prospect research is invariably time-consuming and complex, as each piece of research needs to be tailored to the relevant needs of your organization and the funding agency being researched, but it is a proven cost-effective way of raising significant funds. RootSource Fundraising will identify and research prospective funding sources, such as foundations, corporations, individuals and/or government agencies, with a view to maximizing their support for your organization https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601345624300-UYTWWRML7QL7E2J79XG0/Charts+3.png Fundraising, Grant Writing & Publication Development - Master Prospect Lists, Proposal Submission Schedules & Grant Report Monitoring Once you have a list of prospective donors, it is important to have a system in place that allows your staff to solicit them in a timely manner, and monitor your progress and follow-up with them. We will develop master and trustee prospect lists, grant proposal submission schedules and grant report monitoring systems to help your organization stay on track with funding deadlines and follow-up reports to funders that ensure your organization’s sustainability. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601263025426-Z1M0TA0L8H14VMYV01C2/MPj04395220000%5B1%5D.jpg Fundraising, Grant Writing & Publication Development - Cultivation Strategies & Briefing It is vital that your organization’s board and staff have the necessary training, skills and tools to communicate their passion and commitment to your mission with potential donors. RootSource Fundraising will assist you in structuring your message and create moves management strategies devised to help you and your leadership cultivate, solicit, recognize and continue to steward donors making large gifts to your agency https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601263088128-LGI0HDRIX7UK6CGU57ZY/MPj04221190000%255B1%255D.jpg Fundraising, Grant Writing & Publication Development - Comprehensive Fund Development Plans Having an effective and professional development department that can diversify and increase your organization’s funding sources to include a larger percentage of funds from; foundations and corporations, acquisition mailings to cultivate and expand new individual donors, and major and planned gifts from individuals, is crucial to the sustainability and growth of any nonprofit organization. RootSource Fundraising will work with your board and development staff to create and implement a one to three-year fundraising plan that works for your agency and current donors, as well as builds a supportive development structure to bring in new donors dedicated to your mission. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601187180360-W8L6508U9J02B0I38LDD/image-asset.jpeg Fundraising, Grant Writing & Publication Development - Relationship Building with Institutional Funders Because having a relationship with an institutional funder can make all the difference in receiving a positive response to your grant proposal, we will assist your organization with contacting and building essential relationships with foundation and corporate funders that match your organization’s mission and types of support your organization needs (whether general operating, program, evaluation or capital support). https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601187237837-O439BVC7RTVTBY7U5EZ6/image-asset.jpeg Fundraising, Grant Writing & Publication Development - Grant Proposal Boilerplates RootSource Fundraising will design effective grant proposals for your organization by conducting statistical research on the specific community needs that your program or project is trying to meet, and working with your staff using interviews, questionnaires and activities charts to acquire the information needed to produce compelling organization and program descriptions for funding institutions that align with your mission and goals. https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601262559539-WJMHD248XH0VOLYCAXX5/image-asset.jpeg Fundraising, Grant Writing & Publication Development - Brochures, Annual Reports, Case Statements & Website Text Strong marketing materials are an essential element of every fundraising department. If your agency is doing great work in the community, it needs to communicate that through letters, brochures, case statements, newsletters, social media and news broadcasting when possible. This will raise the community’s awareness of the vital role your agency plays within the community, as well as increase your fundraising. We will assist your organization in developing collateral materials that will help your agency, and the work it does, stand out from the crowd. https://www.rootsourcefundraising.com/grants daily 0.75 2020-10-04 https://www.rootsourcefundraising.com/training-workshops daily 0.75 2020-10-01 https://images.squarespace-cdn.com/content/v1/5e892b8e1e8c3436e9df8818/1601445830769-G0W9FSGFGVFD8V7Q888E/Program+Evaluation+4.png Training & Workshops - Training and workshops may be customized to meet your specific needs and can include: Board Fiduciary & Fundraising Responsibilities Board Development & Recruitment How to Identify & Cultivate Foundation & Individual Major Gifts Writing Successful Grants Developing Community Need & Agency Case Statements How to Conduct Prospect Research How to Implement Small & Large Fundraising Events Planning Ahead – What to Think About When Implementing a Planning Process And more . . .