Resiliency Resources

Featured Resources:

Classy is a giving platform that enables nonprofits to connect with supporters through online fundraising. Get the guides, checklists, templates, stories, and tips you need to connect more supporters to your cause and unlock generosity between November 30 and December 31.

The Atlas presents an analysis of community activation trends using self-response rates (SRR) from the 2020 Census. There is a dedicated page for every city in Orange County as well as a section that allows you to compare cities based on demographic characteristics. This is a free, public tool that was developed by a group of census/data/outreach experts using some really hard-to-find data. You can use the Atlas to plan outreach initiatives over the next decade, and definitely for the next census. Pro tip: You can also use the Atlas to write grant proposals!

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Best Practices in Financial Management

Where to Start:

Nonprofit Finance Fund: NFF provides financing, consulting, training and partnership opportunities to nonprofits with the goal of connecting money to mission. Visit their website to learn more about their Full Cost Project, a powerful tool to address resource disparities and advance equity.

StrongNonprofits Toolkit: The Wallace Foundation and Fiscal Management Associates have built a library of resources to help your organization become “fiscally fit.”​

501 Commons: Financial Management Resources to amplify the strengths of nonprofits—so ALL people and communities flourish.

NonprofitReady: Free Online Fundraising Courses that cover how to create a fundraising plan, online fundraising, donations campaigns, and more!

National Council of Nonprofits’ Financial Management Guide: NCN has compiled a list of financial resources including basic policies, board involvement, and financial literacy.

Executive Director’s Guide to Financial Leadership: This expert guide outlines essential steps for EDs: transforming your annual budget analysis, deciding whether or not income diversification is the way to go, achieving a robust reserve, and equipping your board for effective financial governance.

Nonprofit Finance: 12 Golden Rules: Healthy nonprofit organizations employ financial management practices that build stability and flexibility, both today and in the future.  In this resource we set out the 12 golden rules for nonprofit finance, including budgeting, diverse funding sources, and interdependence.

Nonprofit Leaders Forecast 5 Trends That Matter Now: The Chronicle of Philanthropy shares the key trends nonprofits leaders need to know as they plan Q1 of 2022 – hybrid work, fewer in-person donor meetings, videos expand audiences, rethinking traditional galas, & prepare for the next disruption.

Who Can Help:

Small Business Development Center – Orange County: Since 1991, the Orange County SBDC has helped in stimulating economic growth within the local communities by providing entrepreneurs, small business owners, and nonprofits with the necessary resources to succeed.

Academies for Social Entrepreneurship: Developing innovative solutions to social problems by providing training and mentoring for social entrepreneurs.

Propel Nonprofits: An intermediary organization and federally certified community development financial institution (CDFI). We provide capacity-building services and access to capital to support nonprofits in achieving their missions including the ability to link strategy, governance, and finance and to support nonprofits throughout their organizational lifecycle.

Watch & Listen:

“Can Business Models Save the World?” Presented by Adlai Wertman (video)

Candid (formerly Guidestar & Foundation Center) presents Best Practices in Financial Management for Nonprofits (video)

The Chronicle of Philanthropy presents Lessons from a Pandemic: Nonprofits Reach More People Without Spending More (video & article) 

Developing an Organizational Strategy

Where to Start:

Strategic Planning in Nonprofits: The Washington Nonprofit Institute covers six planning elements: preparing, listening, envisioning, planning, executing, and evaluating.

The Sustainability Mindset: Nonprofit sustainability lies at the intersection of exceptional impact and financial viability. Best-selling authors Jeanne Bell and Steve Zimmerman present a field guide to the matrix map—a powerful tool for nonprofit strategic decision-making. The matrix map is an accessible framework that combines financial and programmatic goals into an integrated strategy. 

Strategic Planning for Nonprofits: National Council of Nonprofits has compiled a list of strategic planning resources including sample strategic plan documents and additional articles.

Propel Nonprofits’ Social Enterprise Business Plan: This outline for a social enterprise business plan is a guide for research, planning, and writing a business plan for nonprofit social enterprises.

The Bridgespan Group – Strategic Planning: A general overview of how a strategic plan is used within a nonprofit, its methodology, and additional resources linked. 

Who Can Help:

Blue Garnet: A strategy and management consulting firm for social change organizations in Southern California.

Learn from Local Leaders:

Organizational Planning in Times of Crisis with Dawn Reese, CEO of The Wooden Floor on The Leadership Voice.

Strategic Planning Tools and Best Practices with Robert Santana, CEO of the Boys & Girls Clubs of the Central Orange Coast.

Lemonade Planning (Post-COVID Planning): This episode of Zoot Velasco’s 501(c)3(b)s Podcast focuses on creating post-CoVID interim plans (making lemonade from our lemons).

Also Check Out:

Inside Social Innovation Podcast: Talks and lectures by leaders of social change, from Stanford Social Innovation Review.

Operating Models: How Nonprofits Get from Strategy to Results: This article from The Bridgespan Group describes eight best practices for designing an operating model to fit a nonprofit’s strategy.

Lessons From Casey’s Strategic Coinvestor Approach to Community Change: When the Annie E. Casey Foundation joined local partnerships in three communities through its Family-Centered Community Change™ (FCCC) initiative, it did so with a new approach called strategic coinvesting. A two-page infographic describes this approach, as well as lessons for both communities and funders gleaned from an evaluation of the seven-year effort.

Blue Avacado’s Social Transformation for Your Nonprofit– Live Q&A: We encourage nonprofit leaders wanting to address racial equity to attend to learn more about the role of anti-racist community organizing in social transformation and advancing racial equity. When registering, please submit a question that you are hoping to be addressed during the webinar on Thursday, Dec. 9th, at 11 AM – Noon PST.

Fundraising & Telling Your Story

Where to Start:

Association of Fundraising Professionals – Orange County Chapter: AFP is the leading organization for fundraising professionals, providing innovative educational programs and events to help fundraisers reach their goals.

Nonprofit Tech for Good: A digital marketing and fundraising resource for nonprofits.

Who Can Help:

Charitable Ventures: Charitable Ventures helps nonprofit clients address social challenges through capacity building services.

The Mark USA: A women owned and managed evaluation firm focused on social outcomes, and passionate about bringing different or divergent interests together as one to define your impact.

Lumos Marketing: Strategically growing your community and attracting the needed resources to turn your cause into a movement.

Watch & Listen:

Invest in Results Podcast: This podcast series grew out of a multi-year partnership between NFF and the Federal Reserve Bank of San Francisco, exploring the benefits and challenges of outcomes-based funding. It features social sector leaders on topics like measuring outcomes, funding with unrestricted operating support, and building trust into nonprofit-funder relationships. 

What We’re Reading:

The Role of Brand in the Nonprofit Sector: This article published in the Stanford Social Innovation Review (SSIR) shares examples of nonprofits that are developing a broad, strategic approach to managing their brands to create greater social impact and tighter organizational cohesion.

As Giving Tuesday Approaches, What’s New in Digital Fundraising?: This article published by LAPA Fundraising covers recent digital fundraising trends nonprofits should be aware of and provides a downloadable workbook to assist in building your Giving Tuesday campaign.

Leadership Cultivation & Talent Development

Where to Start:

BoardSource: BoardSource is the leading organization focused on strengthening nonprofit board leadership. Check out their latest blog article by Marcus Walton on Purpose-Driven Leadership.

NonprofitReady: Free online training for the nonprofit professional.

Nonprofit Learning Lab: A national nonprofit that connects and trains leaders in the nonprofit sector.

Who Can Help:

OneOC: With a mission to accelerate nonprofit success, OneOC offers over 120 trainings a year for nonprofit professionals.

Executive Coaches of Orange County: Developing nonprofit leaders in Orange County for maximum impact through no-cost executive coaching services.

Fieldstone Leadership Network: Strengthening the nonprofit community by providing a continuum of programs that develop executive leadership, increase agency capacity, and sustain a collaborative and vibrant network. 

Orange County Nonprofit Professionals Network: Inspiring, connecting and elevating nonprofit professionals through experiential learning opportunities.

The Bridgespan Group: We work with nonprofits, foundations, investors, philanthropists, & corporations to provide strategy consulting and leadership development that addresses opportunities and challenges related to scaling social impact.

What We’re Reading and Watching:

Leading With Intent: Leading with Intent: BoardSource Index of Nonprofit Board Practices answers these questions as the latest in BoardSource’s series of studies tracking and analyzing trends in nonprofit board leadership since 1994.

Connecting Boards with The Communities They Serve: In this webinar, BoardSource’s Jim Taylor and Valerie Threlfall, Managing Director of Listen4Good, explore questions revolving around board community involvement in-depth with Dan Rhoton, Executive Director of Hopeworks Camden.

The Four Principles of Purpose-Driven Board Leadership: In the face of increasingly pressing systemic inequities, nonprofit boards must change the traditional ways they have worked and instead prioritize an organization’s purpose, show respect for the ecosystem in which they operate, commit to equity, and recognize that power must be authorized by the people they’re aiming to help.