Overview Presentation

January 6, 2018 | Author: Anonymous | Category: Business, Finance, Investing
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SHARING KNOWLEDGE. GROWING IMPACT.

Activity-Based Costing Analysis Staff Time Survey Instructions

cfinsights.org CF Insights 2012

Overview

Activity-Based Costing Analysis The purpose of the Activity-Based Costing Analysis is to determine the true costs associated with each of the Foundation’s products and services. The study incorporates all the Foundation’s costs. Foundations use the results to make informed decisions about possible changes to fees, product emphasis, and services to the community.

Staff Survey In the Staff Survey, each staff member breaks out his or her time over a matrix of products and activities. The results show how staff resources are spread over the Foundation’s products and how staff time is divided among the activities.

Thank you for taking the time to participate in this important project!

2

CF Insights 2012

Products

Products for Analysis Product

Description

Fee Based Products Unrestricted Field of Interest Designated Geographic Affiliates Agency Funds Scholarship

Funds that meet community needs as they arise through the Foundation’s Grants Program and are typically held in perpetuity, producing an annual income Funds allowing donors to support a broad area of concern Funds created to ensure ongoing assistance to specific non-profit and charitable organizations, monitored to ensure that they fulfill purposes that donors intended to support

Sample product list and definitions Update to include your products and Endowment funds established by individual non-profit organizations to be held and managed by the CF. The CF makes regular reports and distributions to the organization. product definitions Funds providing an annual income to be distributed in the form of scholarships Specific fund names

Donor Advised Funds / Endowed

Funds held by the CF where the donor has specified that the fund’s income or assets be used for the benefit of one or more specific public charities or areas of interest, subject to spending policy

Donor Advised Funds/ Non-Endowed Fee for Service

Funds held by the CF where the donor has specified that the fund’s income or assets be used for the benefit of one or more specific public charities or areas of interest

Planned Giving Fundraising Funds Supporting Orgs. Fiscal Sponsorships Other

Funds which require a significantly customized set of services, including committee work, event planning Charitable trusts including Charitable Remainder Trusts and Charitable Lead Trusts Funds requiring an active fund-raising component Specific fund names Specific fund names

Community Leadership Special Initiatives Community Leadership

Specific Initiative names Activities specific to each foundation, typically resulting from its mission driven priorities. Examples include: activities that support the growth of philanthropy in the community, providing technical assistance to non-profits, convening funders through grant writing workshops and local presentations.

3

CF Insights 2012

Completing the Survey

Step 1: Review the survey to familiarize yourself with the categories of activities and products Review Foundation Products T i m e

Foundation

Fund A g e n c y

Activities T o t a l

/ N o n p r o f i t

De si gn at ed

E n d o w m e n t s N u m b e r

1

2

Staff Activities

3

4

5

6

7

8

9

1 0

1 1

1 2

1 3

1 4

1 5

1 6

1 7

Acquiring / Establishi ng a New Fund or Acquiring a New Gift

Do no r Ad vis ed

Fi el d of Int er es t

Products

and

Services

Types

Ge og ra ph ic Co m po ne nt Fu nd s / Aff ilia te s

Pl an ne d Gi vi ng

Other

Sc ho lar shi ps

Su pp orti ng Or ga niz ati on s

Un re str ict ed

Co m m un ity Le ad er sh ip

Fu nd rai si ng / Fi sc al Sp on so rs hi p

Products/Services

Fu nd rai si ng for Op er ati on s

No np rof it Re so ur ce Ce nt er

Se rvi ce s to Pri va te Fo un da tio ns

Sp eci al Ini tia tiv es (e. g. W o m en' s Fu nd , AI DS ini tia tiv e)

Ot he r Fu nd Ty pe or Se rvi ce : (Pl ea se na m e) __ __ __ __ __

Des cr iptions

Researchi ng and developing relationshi ps with donor prospects

Proactive and responsive interaction to develop trust, build relationships, and educate them about the Foundation.

Building awareness of the Foundatio n and creating desired perception s am ong potential donors

Includes positioning, marketing campaign, advertising, public relations targeted to donors, speaking engagements, press releases; etc. (EXCLUDING seminars)

Developin g and m aintainin g relationshi ps with Profession al Advisors, including providing inform atio n

Developing professional advisor network through proactive contacts and presentations (EXCLUDING seminars) in order to build trust and educate them about the Foundation. This includes responding to inquires, distributing materials, and providing professional development opportunities through Advisor newsletter, Planned Giving Design Center, etc.

Conductin g sem inars for nonprofits and profession al advisors

Donor services first meeting with a new donor

Establishin g new investm ent relationshi ps/alliance s

Merrill

Creating and sending m arketing m aterials to potential donors

Includes brochures, newsletters, white papers, and other mailings (electronic and hard copy)

Creating and sending m arketing m aterials to current donors

Includes brochures, newsletters, white papers, and other mailings (electronic and hard copy)

Establishin g deferred gifts

Including CGAs, Pooled Income Fund, Insurance, CRT, CLT, working with Planned Giving Services, etc.

Setting up a new fund, including ack nowled gem ent correspon dence

Includes preparing new fund checklist, letter of directions, and fund file and mailing welcome letter

Lynch,

etc.

Conductin g an introductor y m eeting with a new donor Processin g standard gifts, including gift receipt and pledges

Includes gifts

Processin g m atching gifts or grants

Includes corporate

Processin g stock gifts through custodian

Public ly traded stocks, mutual funds, closely held stock, etc.

Processin g stock gifts through outside brok erage

Public ly traded stocks, mutual funds, closely held stock, etc.

MC/Visa

match

Processin g real estate gifts Processin g other non-liquid assets Processin g gift reports

4

CF Insights 2012

Completing the Survey

Step 2: Indicate your name, position, and FTE status FTE: Area: Functional

Total Cost (salary plus benefits): Name:

Time

Foundation Products and Services Fund Types

Activities Total

Number

Acquiring / Establishing a New Fund or Acquiring a New Gift

Suggested Allocation Rule

Descriptions Proactive and responsive interaction to develop trust, build relationships, and educate them about the Foundation.

1

Researching and developing relationships with donor prospects

2

Includes positioning, marketing campaign, advertising, public Building awareness of the Foundation and creating desired perceptions among relations targeted to donors, speaking engagements, press potential donors releases; etc. (EXCLUDING seminars)

3

Developing professional advisor network through proactive contacts and presentations (EXCLUDING seminars) in order Developing and maintaining to build trust and educate them about the Foundation. This relationships with Professional Advisors, includes responding to inquires, distributing materials, and including providing information providing professional development opportunities through Advisor newsletter, Planned Giving Design Center, etc.

4 5

Agency / Nonprofit Endowments

Conducting seminars for nonprofits and Donor services first meeting with a new donor professional advisors Establishing new investment Merrill Lynch, etc. relationships/alliances

5

CF Insights 2012

D e s i g n

Completing the Survey

Step 3: Highlight the activities that you conduct in your role Number

Acquiring / Establishing a New Fund or Acquiring a New Gift

Descriptions Proactive and responsive interaction to develop trust, build relationships, and educate them about the Foundation.

1

Researching and developing relationships with donor prospects

2

Building awareness of the Foundation and creating desired perceptions among potential Includes positioning, marketing campaign, advertising, public relations targeted to donors, donors speaking engagements, press releases; etc. (EXCLUDING seminars)

3

Developing professional advisor network through proactive contacts and presentations Developing and maintaining relationships with Professional Advisors, including providing (EXCLUDING seminars) in order to build trust and educate them about the Foundation. This information includes responding to inquires, distributing materials, and providing professional development opportunities through Advisor newsletter, Planned Giving Design Center, etc.

4

Conducting seminars for nonprofits and professional advisors

Donor services first meeting with a new donor

5

Establishing new investment relationships/alliances

Merrill Lynch, etc.

6

Creating and sending marketing materials to potential donors

Includes brochures, newsletters, white papers, and other mailings (electronic and hard copy)

7

Creating and sending marketing materials to current donors

Includes brochures, newsletters, white papers, and other mailings (electronic and hard copy)

8

Establishing deferred gifts

9

Setting up a new fund, including acknowledgement correspondence

Number

Including CGAs, Pooled Income Fund, Insurance, CRT, CLT, working with Planned Giving Services, etc. Includes preparing new fund checklist, letter of directions, and fund file and mailing welcome letter

Maintaining Funds

Descriptions

25

Responding to donor inquiries / requests regarding current funds (reactive and transactional)

Excludes any responsive maintenance with intent of new gift or donor engagement. Includes changing fund, payout options

26

Proactively maintaining relationships with current donors

Proactively providing information regarding additional ways for donors to accomplish their charitable goals while enhancing relationship with the Foundation.

27

Planning and holding events or educational programs for donors or potential donors

Includes lunches, award events, educational sessions, donor site visits/ donor tours, etc.

28

Providing support services for planned/deferred gifts

Including CRT, CLT, Gift Annuities, Insurance, etc.

29

Producing and sending fund statements

Includes quarterly fund statements, quarterly donor report, specialized fund statements, audit confirmation replies, etc.

30

Reconciling nonpooled investments

Separate trusts, advised funds, and supporting organizations

31 32

Reconciling pooled investments Conducting asset transfers and annual rebalancing calculations

Your time will be broken out over the highlighted activities 6

Completing the Survey

Step 4: Consider how 100% of your time breaks up among the five major categories Number

≈ 25%

1 2 3

Number

≈ 10%

25 26 27

Number

≈ 15%

50 51 52

Number

≈ 20%

53 54 55



Maintaining Funds

Descriptions

Responding to donor inquiries / requests Excludes any responsive maintenance with intent of new gift Proactively maintaining relationships with Proactively providing information regarding additional ways for Includes lunches, award events, educational sessions, donor Planning and holding events or



Making Grants

Descriptions

Providing general information to potential Outreach to potential grantees, responding to inquiries, Responding to donors' inquiries or pro-actively providing Providing grantmaking consulting or Connecting donors to community grantmaking programs Partnering with donors



Providing Non-Grant Services to the Nonprofit Community Holding and attending events or Defining and participating in community Conducting or producing research

Descriptions Hosting or attending community events; convening on social Includes work both internal and external to the Foundation

… Number

≈ 30%

Acquiring / Establishing a New Fund or Descriptions Acquiring a New Gift Proactive and responsive interaction to develop trust, build Researching and developing Includes positioning, marketing campaign, advertising, public Building awareness of the Foundation Developing and maintaining relationships Developing professional advisor network through proactive

56 57 58

Other Staff Activities Providing management and supervision Receiving or providing professional Attending internal staff or committee

Descriptions Includes performance reviews, goal setting by supervisors Includes training, annual goal setting, attending external Includes general staff communications, including all staff



100% This provides a rough guideline; these numbers will probably change as you spread your time over individual activities 7

Completing the Survey

Step 5: In the TOTAL column, enter the percent of your total time spent on each highlighted activity over the past year

Number

Acquiring / Establishing a New Fund or Acquiring a New Gift

Descriptions

1

Researching and developing relationships with donor prospects

Proactive and responsive interaction to develop trust, build relationships, and educate them about the Foundation.

2

Building awareness of the Foundation and creating desired perceptions among potential donors

Includes positioning, marketing campaign, advertising, public relations targeted to donors, speaking engagements, press releases; etc. (EXCLUDING seminars)

15%

3

Developing and maintaining relationships with Professional Advisors, including providing information

Developing professional advisor network through proactive contacts and presentations (EXCLUDING seminars) in order to build trust and educate them about the Foundation. This includes responding to inquires, distributing materials, and providing professional development opportunities through Advisor newsletter, Planned Giving Design Center, etc.

2%

4

Conducting seminars for nonprofits and professional advisors

Donor services first meeting with a new donor

5

Establishing new investment relationships/alliances

Merrill Lynch, etc.

6

Creating and sending marketing materials to potential donors

7

Creating and sending marketing materials to current donors

8

Establishing deferred gifts

9

Setting up a new fund, including acknowledgement correspondence

Includes brochures, newsletters, white papers, and other mailings (electronic and hard copy) Includes brochures, newsletters, white papers, and other mailings (electronic and hard copy) Including CGAs, Pooled Income Fund, Insurance, CRT, CLT, working with Planned Giving Services, etc. Includes preparing new fund checklist, letter of directions, and fund file and mailing welcome letter

8% 5%

If your activities are consistent over extended periods of time, it is helpful to think about how your time is spent over a day, week, or month and allocate percent of time over that period. However, if some of your activities are cyclical, like responsive grantmaking or working on special initiatives, you will need to account for the percent of time spent on these activities annually.

Continued on Next Slide… 8

Completing the Survey

Step 5 Continued: Time Conversions 1 Hour per week every week =

2.50%

1 hour per year =

0.05%

2 Hours per week every week =

5.00%

2 hours per year =

0.10%

3 Hours per week every week =

7.50%

3 hours per year =

0.14%

4 Hours per week every week =

10.00%

4 hours per year =

0.19%

5 Hours per week every week =

12.50%

5 hours per year =

0.24%

6 Hours per week every week =

15.00%

6 hours per year =

0.29%

1 Day per month every month =

4.62%

7 hours per year =

0.34%

2 Days per month every month =

9.23%

8 hours per year =

0.38%

1 Day per week every week =

20.00%

9 hours per year =

0.43%

2 Days per week every week =

40.00%

10 hours per year =

0.48%

3 Days per week every week =

60.00%

20 hours per year =

0.96%

4 Days per week every week =

80.00%

30 hours per year =

1.44%

1 Day per year =

0.38%

40 hours per year =

1.92%

1 Week per year =

1.92%

50 hours per year =

2.40%

1 Month per year =

8.33% Assumptions

Do not factor in vacation or sick time.

• Based on 40 hour work week • 2080 Hours per Year • 175 Hours per Month • 5 Days per Week

9

Completing the Survey

Step 6: Familiarize yourself with the "Foundation Products and Services" across the top, thinking about how to allocate your time across the products and services. Foundation Products and Services

Time Fund Types

Other Products/Services

Activities Total

Number

Acquiring / Establishing a New Fund or Acquiring a New Gift

Descriptions

2

Includes positioning, marketing campaign, advertising, public Building awareness of the Foundation and creating desired perceptions among relations targeted to donors, speaking engagements, press potential donors releases; etc. (EXCLUDING seminars)

3

Developing professional advisor network through proactive contacts and presentations (EXCLUDING seminars) in order Developing and maintaining relationships to build trust and educate them about the Foundation. This with Professional Advisors, including includes responding to inquires, distributing materials, and providing information providing professional development opportunities through Advisor newsletter, Planned Giving Design Center, etc.

5 6 7 8

Conducting seminars for nonprofits and professional advisors Establishing new investment relationships/alliances Creating and sending marketing materials to potential donors Creating and sending marketing materials to current donors Establishing deferred gifts

Processing stock gifts through custodian Publicly traded stocks, mutual funds, closely held stock, etc.

15 16 17

Processing stock gifts through outside brokerage Processing real estate gifts Processing other non-liquid assets Processing gift reports

18

Processing memorials/honorariums

Includes preparing letters and other reports

19

Creating and maintaining electronic or paper records of gifts

Includes activity not associated with specifics listed above

20

Reporting to the Board of Trustees on issues related to gift or fund acquisition

Includes preparation of reports, meeting preparation related to acquiring/establishing new gifts or funds

Supporting endowment building efforts and planned giving for nonprofit agencies Providing fundraising or fiscal agent services Other Acquiring New Gifts/Funds 1: Other Acquiring New Gifts/Funds 2:

Services provided to nonprofit agencies to help build planned giving programs and establish a long term funding strategy and planned giving Includes set up, brochures, events, gift receipt, compliance, financial reports, etc. ______________________________(Please specify) ______________________________(Please specify)

14

21 22 23 24

Number

25

26

Maintaining Funds

Unrestricted

Suggested Allocation Rule

Includes brochures, newsletters, white papers, and other mailings (electronic and hard copy) Includes brochures, newsletters, white papers, and other mailings (electronic and hard copy) Including CGAs, Pooled Income Fund, Insurance, CRT, CLT, working with Planned Giving Services, etc. Includes preparing new fund checklist, letter of directions, and fund file and mailing welcome letter

13

11

Scholarships

Community Leadership

Merrill Lynch, etc.

12

10

Donor Advised

Supporting Organizations

Donor services first meeting with a new donor

Setting up a new fund, including acknowledgement correspondence Conducting an introductory meeting with a new donor Processing standard gifts, including gift Includes MC/Visa gifts receipt and pledges Includes corporate match Processing matching gifts or grants

9

Designated

Geographic Field of Interest Component Planned Giving Funds / Affiliates

Proactive and responsive interaction to develop trust, build relationships, and educate them about the Foundation.

1

Researching and developing relationships with donor prospects

4

Agency / Nonprofit Endowments

Publicly traded stocks, mutual funds, closely held stock, etc.

Descriptions

# of new gifts/funds # of new gifts/funds

Suggested Allocation Rule

Responding to donor inquiries / requests Excludes any responsive maintenance with intent of new gift regarding current funds (reactive and or donor engagement. Includes changing fund, payout transactional) options Proactively providing information regarding additional ways for Proactively maintaining relationships with donors to accomplish their charitable goals while enhancing current donors relationship with the Foundation.

The list of products and services has been customized for the Foundation 10

Fundraising / Fiscal Sponsorship

Fundraising for Nonprofit Operations Resource Center

Services to Private Foundations

Special Other Fund Type Initiatives (e.g. or Service: Women's Fund, (Please name) AIDS initiative) __________

Completing the Survey

Step 7: Spread the time in the “Total” column over the "Foundation Products and Services" as relevant. For each activity, try to spread the total time completely over the products and services, so that the percentages of time allocated to each product and service add up to the total time spent on that activity. It’s okay to leave a blank for some products and services, as long as all the products and services add up to the number in the “Total” column for that activity. Foundation Products and Services

Time Fund Types Activities Total

Number

Agency / Nonprofit Endowments

Designated

Donor Advised Field of Interest

Geographic Component Planned Giving Funds / Affiliates

Scholarships

Maintaining Funds

25

Responding to donor inquiries / requests regarding current funds (reactive and transactional)

26

Proactively maintaining relationships with current donors

27

Planning and holding events or educational programs for donors or potential donors

28

Providing support services for planned/deferred gifts

29

Producing and sending fund statements

30

Reconciling nonpooled investments

31

Reconciling pooled investments

32

Conducting asset transfers and annual rebalancing calculations

10%

0.50%

8%

0.70%

1.5%

0.20%

1%

0.30%

0.50%

0.30%

2%

3%

Continued on Next Slide… 11

Supporting Organizations

Unrestricted

Completing the Survey

Step 7 Continued: Some Activities Cannot be Allocated to Products Spread an activity completely or not at all. If you do not know how to allocate your time on a particular activity to specific products across the row, or feel it would not make sense to do so, do not enter any numbers under the list of “Foundation Products and Services”. For example, it may not be possible to assign time spent "Maintaining information systems" or "Creating Annual Report" to specific products. In that case, leave all the Products and Services columns blank in that row. Foundation Products and Services

Time Fund Types Activities Total

Number

Agency / Nonprofit Endowments

Designated

Donor Advised

Field of Interest

0.50%

8%

0.20%

0.70%

1.5%

Geographic Component Planned Giving Funds / Affiliates

Scholarships

Supporting Organizations

Unrestricted

Maintaining Funds

25

Responding to donor inquiries / requests regarding current funds (reactive and transactional)

26

Proactively maintaining relationships with current donors

27

Planning and holding events or educational programs for donors or potential donors

28

Providing support services for planned/deferred gifts

29

Producing and sending fund statements

30

Reconciling nonpooled investments

31

Reconciling pooled investments

32

Conducting asset transfers and annual rebalancing calculations

10%

1%

0.30%

0.50%

0.30%

2%

3%

OK For activities that are not spread over the products, costs will be allocated based on predetermined allocation rules. Please try to allocate your time if at all possible. 12

Completing the Survey

Step 8: Once you have completed this exercise with the paper copy, open the Excel document and enter your time allocations into the spreadsheet

Total Cost (salary plus benefits):

$5.00

Functional Area:

Name: Foundation Products and Services

Time Fund Types

Other Products/Services

Activities Total

Number

Acquiring / Establishing a New Fund or Acquiring a New Gift

Descriptions

Researching and developing relationships with donor prospects

2

Includes positioning, marketing campaign, advertising, public Building awareness of the Foundation and creating desired perceptions among relations targeted to donors, speaking engagements, press potential donors releases; etc. (EXCLUDING seminars)

3

Developing professional advisor network through proactive contacts and presentations (EXCLUDING seminars) in order Developing and maintaining relationships to build trust and educate them about the Foundation. This with Professional Advisors, including includes responding to inquires, distributing materials, and providing information providing professional development opportunities through Advisor newsletter, Planned Giving Design Center, etc.

24

Other Acquiring New Gifts/Funds 2:

25

26

27

Number

50

51 52

Number

53 54 55

Number 70 71 72

Maintaining Funds

Designated

Donor Advised

$0.00

$0.00

$0.00

Geographic Field of Interest Component Planned Giving Funds / Affiliates

Scholarships

Supporting Organizations

$0.00

$0.00

Unrestricted

Community Leadership

Fundraising / Fiscal Sponsorship

$0.00

$0.00

$0.00

Fundraising for Nonprofit Operations Resource Center

Services to Private Foundations

Special Other Fund Type Initiatives (e.g. or Service: Women's Fund, (Please name) AIDS initiative) __________

Suggested Allocation Rule

Proactive and responsive interaction to develop trust, build relationships, and educate them about the Foundation.

1

Number

Agency / Nonprofit Endowments

______________________________(Please specify)

# of new gifts/funds

Descriptions

Suggested Allocation Rule

Responding to donor inquiries / requests Excludes any responsive maintenance with intent of new gift regarding current funds (reactive and or donor engagement. Includes changing fund, payout transactional) options Proactively providing information regarding additional ways for Proactively maintaining relationships with donors to accomplish their charitable goals while enhancing current donors relationship with the Foundation. Planning and holding events or Includes lunches, award events, educational sessions, donor educational programs for donors or site visits/ donor tours, etc. potential donors

Making Grants

Descriptions

Suggested Allocation Rule

Outreach to potential grantees, responding to inquiries, Providing general information to potential providing pre-grant technical assistance, sending letters, grantees advertising funding availability, finding potential scholarship recipients, etc. ALL PRE-GRANT Responding to donors' inquiries or pro-actively providing Providing grantmaking consulting or advice to donors or potential donors information to donors Partnering with donors

Providing Non-Grant Services to the Nonprofit Community

Connecting donors to community grantmaking programs

Descriptions

Suggested Allocation Rule

Holding and attending events or Hosting or attending community events; convening on social convening constituencies and funders in issues and to leverage funding (not passive) the community Defining and participating in community Includes work both internal and external to the Foundation initiatives Conducting or producing research

Other Staff Activities Providing management and supervision of staff Receiving or providing professional development Attending internal staff or committee meetings

Descriptions

Suggested Allocation Rule

Includes performance reviews, goal setting by supervisors Includes training, annual goal setting, attending external workshops, etc. Includes general staff communications, including all staff meetings, etc. Total (Must match total above) Total check

$0.00 Allocation Under

13

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Completing the Survey

Step 9: Check that the “Total” column sums to 100% and that the product allocations sum to the correct total for each activity. Error messages will appear if the “Total” column or any rows do not add up. Total Cost (salary plus benefits):

$5.00

Functional Area:

Name: Foundation Products and Services

Time Fund Types

Other Products/Services

Activities Total

Number

Acquiring / Establishing a New Fund or Acquiring a New Gift

Descriptions

2

Includes positioning, marketing campaign, advertising, public Building awareness of the Foundation and creating desired perceptions among relations targeted to donors, speaking engagements, press potential donors releases; etc. (EXCLUDING seminars)

3

Developing professional advisor network through proactive contacts and presentations (EXCLUDING seminars) in order Developing and maintaining relationships to build trust and educate them about the Foundation. This with Professional Advisors, including includes responding to inquires, distributing materials, and providing information providing professional development opportunities through Advisor newsletter, Planned Giving Design Center, etc.

24

Other Acquiring New Gifts/Funds 2:

25

26

27

Number

50

51 52

Number

53 54 55

Number 70 71 72

Donor Advised

Field of Interest

$0.00

$0.00

$0.00

$0.00

Geographic Component Planned Giving Funds / Affiliates

Scholarships

Supporting Organizations

Unrestricted

Community Leadership

Fundraising / Fiscal Sponsorship

$0.00

$0.00

$0.00

$0.00

$0.00

Fundraising for Nonprofit Operations Resource Center

Services to Private Foundations

Special Other Fund Type Initiatives (e.g. or Service: Women's Fund, (Please name) AIDS initiative) __________

Suggested Allocation Rule

Researching and developing relationships with donor prospects

Maintaining Funds

Designated

Proactive and responsive interaction to develop trust, build relationships, and educate them about the Foundation.

1

Number

Agency / Nonprofit Endowments

______________________________(Please specify)

# of new gifts/funds

Descriptions

Suggested Allocation Rule

Responding to donor inquiries / requests Excludes any responsive maintenance with intent of new gift regarding current funds (reactive and or donor engagement. Includes changing fund, payout transactional) options Proactively providing information regarding additional ways for Proactively maintaining relationships with donors to accomplish their charitable goals while enhancing current donors relationship with the Foundation. Planning and holding events or Includes lunches, award events, educational sessions, donor educational programs for donors or site visits/ donor tours, etc. potential donors

Making Grants

Descriptions

Suggested Allocation Rule

Outreach to potential grantees, responding to inquiries, Providing general information to potential providing pre-grant technical assistance, sending letters, grantees advertising funding availability, finding potential scholarship recipients, etc. ALL PRE-GRANT Responding to donors' inquiries or pro-actively providing Providing grantmaking consulting or advice to donors or potential donors information to donors Partnering with donors

Providing Non-Grant Services to the Nonprofit Community

Connecting donors to community grantmaking programs

Descriptions

Suggested Allocation Rule

Holding and attending events or Hosting or attending community events; convening on social convening constituencies and funders in issues and to leverage funding (not passive) the community Defining and participating in community Includes work both internal and external to the Foundation initiatives Conducting or producing research

Other Staff Activities Providing management and supervision of staff Receiving or providing professional development Attending internal staff or committee meetings

Descriptions

Suggested Allocation Rule

Includes performance reviews, goal setting by supervisors Includes training, annual goal setting, attending external workshops, etc. Includes general staff communications, including all staff meetings, etc. Total (Must match total above) Total check

$0.00 Allocation Under

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

100% If necessary, adjust numbers to fix discrepancies 14

CF Insights 2012

$0.00

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