1. KIMBERLY O’NEIL, CAUSE STUDIO FOUNDER AND MANAGING DIRECTOR
MANAGING THE CAPITAL
KIMBERLY O’NEIL, CAUSE STUDIO FOUNDER AND MANAGING DIRECTOR

2. Overview of Topics and Objectives
Managing the Capital
Objective(s)
Managing Funds Raised
Tracking Donors and Dollars
Communicating Results

3. Managing Funds Raised Accounting and Internal Controls
Hire an accountant or retain accounting services
Ensure there are clear internal controls and processes for donor funds
Get quotes and compare costs
Follow a defined procurement process
Keep detailed receipts!
Keep detailed receipts!!
Keep detailed receipts!!!

4. Managing Funds Raised Commit to Deliverables in Funding Requests
Develop a project timeline – include funder report dates
Be clear of intent
Ensure there is a solid team in place
Monitor and report progress
Evaluate outcomes
Prepare and share final report
Be sure to meet ALL deliverables outlined in your funding request
Request permission from funder if your proposal changes.

5. Tracking Donors and Dollars
Effective Finance Team and Accounting System
Funds can only be used for the purpose requested or stated
Strive for unrestricted funds whenever possible
Solid Fund Development Team
Invest in training
Treat this a priority
User Friendly Donor Management Software
Ask nonprofit peers for recommendations
Request trials or presentations from software companies
Pick a system you can grow into. Think long-term

6. Communicating Results
Share Outcomes Beyond Numbers Served
Include data that shares the story
Quantify to the extent possible
Use anecdotal stories to set the tone
Use quantifiable date to prove your impact
Prepare Annual Reports
Complete Timely Funder Progress and Final Reports
Use Visual Aids
Infographics
Pictures
Build Relationships and Engage Beyond Funding Period

7. Q&A

8. Closing