Fundraising
- Creating a fundraising plan—designing a process and leading you
through it
- Diversifying your funding base—helping you reduce dependency on
foundations and build your individual donor base
- Auditing your current fundraising programs—determining areas for
improvement and growth
- Training your staff and board in fundraising—helping them get
and stay involved in building your organization’s financial health
- Helping you design and manage a fundraising campaign for
operating needs or a special project
- Coaching on solicitation strategies such as membership, major
gifts, planned giving, foundation fundraising, and capital campaigns
Community Engagement
TREC's newest program, offering highly customized community engagement
services to Wilburforce grantees in designated regional conservation
initiatives (high priority regions). This service is designed to
increase conservation gains "on the ground."
- Focus Groups and Stakeholder Surveys
TREC can help you
"listen" to your members, donors or new constituencies to learn
their attitudes and perceptions about your organization,
conservation or specific issues. The information can assist
organizations in evaluating and designing membership outreach, test
issues and value messages and identify potential new members,
leaders and organizational allies.
- Hiring and Mentoring Organizers
TREC can help you
develop job descriptions, screen applicants and hire organizers. And
TREC can help you develop organizers through on site and telephone
mentoring and coaching to conservation organizers with the goal of
increasing on the ground organizing effectiveness. TREC’s staff has
over thirty years of experience organizing in a variety of settings
and campaigns.
Legacy Gifts/Planned Gifts
A small group, four session series designed to lay the groundwork
for understanding the role of legacy gifts (bequests and planned
gifts) for environmental groups in the west.
You’ll learn how to jumpstart your own legacy gifts work. Explore
myths that can hamper the success of legacy gift efforts, the truth
about the tremendous wealth transfer on the horizon, and other
opportunities in coming years.
Find out what other successful organizations – small and
intermediate sized – are doing right.
Learn how to:
- Create a clear path to obtaining your next five legacy gifts
- Increased knowledge and skills so that you will be able to
integrate legacy gift opportunities into your day to day work
- Build donor loyalty and trust – a critical building block
for successful legacy gift fundraising
- Create the basic materials you need
- Set reasonable goals
- Understand the planned gift marketplace
- Where you can get help
This series is designed to give a strategic overview tailored
for:
Executive directors
Directors of development
Board members and volunteers
Key staff members
Many nonprofits of all sizes miss opportunities that legacy and
planned gifts present. Have you asked yourself, "Why not us?" This
could be your answer.
Leadership development
- Coaching and personal work planning
- Skill building for leaders within your organization
- Evaluation using 360 degree methodology
Governance/Board development
- Creating a stronger Board, defining roles and responsibilities,
recruitment strategies
Meeting facilitation
- Retreats, Bard meetings, coalition and network meetings
Strengthening your financial system
- Enhancing and upgrading your financial systems to reflect your
organization’s changing needs
- Budgeting as an integrated part of your financial management
system
- Creating strong internal controls
- Staff training and supervision
- Enhanced financial reporting
- Audit preparation
Managing employees
- Staff evaluation, morale-building, recruitment, personnel
systems, team development
Planning
- Defining your challenge—vision, mission and goal-setting
- Setting the stage for planning success—pre-planning preparation
and research
- Building your plans—strategic plans, fundraising plans, campaign
plans, annual operating plans, and long-term plans
- Keeping your plan relevant—assistance with implementation,
evaluation and modification
Program Evaluation
- Survey design, dissemination, and data collection
- Interview and focus group facilitation
- Salary surveys and analysis
- Outcomes evaluations
- Benchmarking
For more information on TREC’s customized services contact: Jeff
DeBonis, Senior Associate.
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