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August 2014 Discounted Products and Services through the GuideStar Exchange
| Date post: | 21-Dec-2014 |
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Government & Nonprofit |
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August 2014
Discounted Products and Services through the GuideStar Exchange
Erinn Andrews Senior Director, Nonprofit StrategyGuideStar
http://www.guidestar.org/ManageNonprofitReports.aspx
June 19, 2013 we launched the new GuideStar Exchange:
Organizations must update their profile at least every two years to maintain their participation level.
GuideStar Exchange Benefits and Requirements
How to access your benefits
How to access your benefits
The Corrington Group reduces general operating expenses in approximately 25 different categories. We quickly identify cost savings for your organization with experts in each category. Fees are based on a percentage of realized savings; therefore, our engagements are cash flow positive for our clients.
Expense Reduction Process
Discovery
Corirington Group performs a
rigorous financial review of your
expenses and identifies categories
for savings
Client meeting to discuss sourcing
strategy, expense categories to be
investigated, project objectives and
timing
We collect invoices, contracts and
other relevant data
Timing: 1-2 weeks
Negotiation Savings
Corrington Group executes multiple-
vendor sourcing process, including
the incumbent, for each expense
category
All vendors required to meet or
exceed desired service levels and
performance
Thorough contract negotiations with
both incumbent and prospective
vendors ensures best-in-class
pricing
Timing: 2-3 weeks
Client is presented with all
alternatives uncovered for each
expense category investigated
Client decides which
recommendations to implement
Corrington Group ensures smooth
and timely implementations
Corrington Group audits and
monitors savings
Timing: 1-3 weeks
We deliver significant cost reductions in as few as 4 to 8 weeks.
Case Study – Summary AnalysisObjective: Significant savings with minimal change management.Results: 27.3% reduction in spend, $639,184+ in annual ongoing savings; 1 in 7 vendors switched.
Exclusive GuideStar Benefits
Savings on Credit Card Donations!
Save on your credit card donations processing fees with the Corrington Group. More donors are making contributions to their favorite charities via credit cards online. Unfortunately, processing fees can be as high as 5-8% of the donation.
The Corrington Group allows nonprofits to combine their buying power to reduce the cost of the fees. This means you will pay less for processing a donation via credit card and your organization will receive more of the donation. And there are no membership fees for GuideStar Exchange Silver and Gold Participants!
Exclusive GuideStar Benefits
Retain more Credit Card Donations.
• Detailed, upfront savings analysis
• Transparent rates
• Transaction approval in 1.9 seconds or less
• Receive e-deposits directly to your bank account
• Compliance with PCI standards
Unparalleled Compatibility.
• Integrates with 99%+ of donation software providers
Representative ClientsA few would include:
Andrew Schwalm
Manager, Marketing & Communications
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What is CNAP Online?
• The only nationally recognized certification program for nonprofit accounting professionals.
• Provides comprehensive training on every component of nonprofit financial management.
• For CPAs -- FMA is authorized to offer CPE (Continuing Professional Education) credit through the National Association of State Boards of Accountancy (12.5 CPEs are available)
The course is delivered via seven live webinars using GoToMeeting on Thursdays from 2-4pm ET -- September 4, 11, 18, and October 2, 9, 16 and 23. Our staff respond to questions at intervals throughout the webinar.
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CNAP for GuideStar Exchange Participants
• GuideStar Exchange Silver and Gold participants are eligible to attend the Online version of our Certified Nonprofit Accounting Professional Course (CNAP ) for $465 (normally $775)
COMING SOON!
“Accelerated CNAP” will meet twice a week and is also available at this discount to Exchange Silver and Gold participants.
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Why CNAP?
• CNAP can help nonprofit leaders and executives address issues like:
– Financial Reporting
– Internal Controls
– Budget Development
– Governance
– IRS Form 990
• The course also has a built in self-assessment component that gives participants the ability to immediately apply their new knowledge against their organization’s capacity and leave the program with an action plan.
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CNAP is…
• CNAP is for you if you’re…• Taking on new fiscal responsibilities at your organization• Managing a program budget• Just interested in learning more about the finances of
your organization
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CNAP is…
• What is the difference between contributions that are Unrestricted, Temporarily Restricted and Permanently Restricted, and how should they be tracked in both internal and external reports?
• How do I measure the fair market value of contributed goods and services?
• What are the important features of a Cash Flow projection?
• What is a compensating control and when do I need one?
• What reports should I expect to get from my accounting software?
• How should we approach the annual budgeting process?
• What’s the difference between an Operating Budget, a Capital Budget and a Cash Budget?
CNAP helps explain--and provides practical tools for answering--critical questions of an operational, compliance and strategic nature. For example:
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CNAP is part of the solution!
Communicating about nonprofit finance is difficult, whether externally or internally. CNAP makes sure you have as many tools as possible at your disposal.
We invite you to join the more than 1300 of your colleagues across the nonprofit sector who have become Certified Nonprofit Accounting Professionals!
Contact me, Andrew Schwalm, at [email protected], 212.931.9112 or find me at www.fmaonline.net if you have any questions.
Grantseeker Training With Foundation Center
Welcome to
In partnership with GuideStar
Foundation Center was established in 1956.
We are the leading source of information on philanthropy worldwide.
Through data, analysis, and training, we connect people who want to change the world to the resources they need to succeed.
Who are we?
Because of our reputation in the field andinsider’s perspective of the foundation world, we provide you with valuable knowledge to increase your chances of securing funding.
Our courses and webinars are practical, giving you tips and tools that you can put to good use.
Why train with us?
What we offer
In-Person Proposal Writing Training
Yes, you will write!
Proposal Writing Bootcamp—3 days!• Proposal writing, budgeting, and funder research• Features hands-on writing time and
a mock proposal review panel
Proposal Writing Workshop• Hands-on writing time• Complete a full proposal outline
What we offer
Other in-person training• Foundation Fundraising Essentials• Foundation Research Master Class• Outcome Thinking and Management• Securing Corporate Partnerships
GuideStar Exchange Silver and Gold participants get a 20% discount on all in-person training and webinar series.
If you can’t be there in person…
• Sustainable Funding Equals Greater ImpactSeptember 16, 23, and 30
• More Asking, Less Writing: A Time-Efficient Approach to Grant FundraisingOctober 8, 15, 22, and 29
Upcoming webinar series
GuideStar Exchange Silver and Gold participants get a 20% discount on all in-person training and webinar series.
Q&A
For more information, contact: Caroline Herbert, Instructional Design Manager,
Foundation [email protected]
Training at Foundation Center:foundationcenter.org/training
Finding Funders With Foundation Directory Online
Welcome to Foundation Center’s
In partnership with GuideStar
For 15 years, Foundation Directory Online has been the nonprofit grantseeker’s best resource for finding foundation funders.
In the years since, we’ve added grant records, profiles of corporate and public charity funders, and international foundations.
From 10,000 at launch, there now over 130,000 grantmaker profiles available.
Foundation Directory Online’s history
• Over 130,000 foundations, corporate funders, and grantmaking public charities
• Nearly 3.7 million grants
• Over half a million funder trustee, officer, and donor names
• Over 1 million IRS 990s—fully keyword-searchable
• Powerful search taxonomy plus keyword search
Features/Benefits of Foundation Directory Online
• Power Search nine Foundation Center databases
• Maps & charts to view foundation grants by location or subject
• Update Central: Customized reports by state on new, high-growth, and recently updated grantmakers
• Personalized My FDO folder to manage your saved searches, tagged records, and e-mail alerts
Features/Benefits of Foundation Directory Online
Foundation Directory Online
GuideStar Exchange Gold and Silver participants get 10% off FDO Professional annual and 2-year plans (new subscriptions only).
Q&A
For more information, contact: George Ford, Product Manager, Foundation Center
About Foundation Directory Online: fconline.foundationcenter.org
Grow with
The Grassroots.org Advantage
We connect non-profits to:• Free technology tools & services• Thousands of volunteers & interns • New donors & stakeholders • Other non-profit leaders & peers• Resource tracking, research & data
Ray Henderson, Executive [email protected]
For Guidestar Silver & Gold ParticipantsFrom Grassroots.org
Free Website Builder
Free Web Hosting Services
Free Social Venture Consulting with MBA Students
Free SEO Site Report / Analysis & 1 Hour Consultation
Play Bluehost / Grassroots.org Video
• https://www.youtube.com/watch?v=oY9dX3gSZco#t=14
GuideStar Benefits for GuideStar Exchange
Participants
Erinn Andrews Senior Director, Nonprofit Strategy
GuideStar
1Benefits available to all Bronze, Silver, and
Gold Participants
1. Participation widget
2. Outreach toolkit• Template press release• Sample Tweet• Sample Facebook post• Sample newsletter article or e-mail• GuideStar Exchange logos for print publications
1Benefits available to all Bronze, Silver, and Gold
Participants (cont.)
3. Nonprofit Alerts
4. First Access to GuideStar webinars: Topics of fundraising, nonprofit compensation, efficient marketing, and more. You’ll receive e-mail notifications to register for webinars specifically for nonprofits before the rest of our GuideStar users, so you’ll be guaranteed a spot.
2Benefit available to Gold Participants:
Premium Subscription Advanced Search Tools
Affiliation Type Nonprofit Search People Search
Research Tools Long tail financial and people
data Documents
Forms 990/990T Letters of Determination Audited Financials Annual Reports
Analysis Tools Saved Organizations Saved Searches (People and
Organizations) Organization Download Download Modules Select and Compare
2Benefit available to Gold Participants:
Premium Subscription Advanced Search Tools
Affiliation Type Search for and quickly
identify Parent or Subordinate Organizations
Nonprofit Search 17 Advanced Search Criteria
People Search Search by name, keyword
(such as title) or organization
2Benefit available to Gold Participants:
Premium Subscription Research Tools
Long tail financial and people data Access to ALL available
digitized data Documents:
Forms 990/990T Letters of Determination Forms 1023/1024 Audited Financials Annual Reports
2Benefit available to Gold Participants:
Premium Subscription Analysis Tools
Saved Organizations Save thousands of
organizations for future reference
Saved Searches (People and Organizations)
Organization Download Download 5k per month
Download Modules Download up to five years
of financial and people data for individual organizations
Select and Compare Select up to 4 to compare
side by side
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PhilanTrack® Grant Management Software
Dahna GoldsteinFounder and [email protected] x703
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GuideStar Exchange Benefits
• setup fee• license fee
(monthly or annual)
10% discount• setup fee• license fee
(monthly or annual)
20% discount
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Full Lifecycle Grants Management
9/2/2014 529/2/2014 52
Full Lifecycle Grants Management
9/2/2014 539/2/2014 53
9/2/2014 549/2/2014 54
9/2/2014 559/2/2014 55
9/2/2014 569/2/2014 56
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Shari Tishman
Director, Engagement
VolunteerMatch
g
415-241-6884
http://www.volunteermatch.org/nonprofits
Be a Community Leader!
• For Gold and Silver GuideStar Exchange participants
• Turbo-charge yourvolunteer engagement:
– Reposting Privileges
– Custom Question Manager– Greeting Manager
– Monthly Account Summary– Syndication Tool
http://www.volunteermatch.org/nonprofits
http://www.volunteermatch.org/nonprofits
And there’s more…
• VolunteerMatch Learning Center
>learn.volunteermatch.org
• Connect with 300M+ skilled professionals on LinkedIn – auto-magically.
http://www.volunteermatch.org/nonprofits
Questions?
Thank you!
