brooklyn m4m

Transcription

brooklyn m4m
124 Brooklyn Ave. ~ Toronto, Ontario ~ M4M 2X5
416.918.7220 ~ [email protected]
www.cathymann.ca
!"#$%&'()%(*+++
,&#&%')(+'#+-.)+,/&01'#)+/%++
/22/%-"#'(-',+3/4+./22)%(5+
!"#$%&'("$&)*+,#-&."/&+(&.*01,'.&,23*4),+1&1(&
/,1,'1&1.,&4#,-,+',&(5&),1."+,&6"-&*+&1.,&"*#7&&
8"##*,/&9,$(:&6#(3+/;&9#*6.1&%,$$(:&'"+"#*,-&
-"+6&"+/&'.*#4,/&"$$&/"%7&&<(:,=,#;&1.,&9*#/->&
.*6.$%&-,+-*1*=,&),1"9($*-)&/,1,'1,/&),1."+,&
"+/&'"#9(+&)(+(?*/,&6"-&1#"',-&1."1&-*6+"$,/&
4(1,+1*"$&,?4$(-*(+-;&4(*-(+,/&"*#;&(#&9(1.7&&
@1."+A-&1(&:::74,1'"#,1*4-7+,1B&
!"#$%&'(%&#"')(*+",-*.".&/&0$1%&*'"12$,&##($*30#"32&"0(+&"43*32(&#"5"4)(21(*6"3*."#(*6(*6"3#"7&"6$"
38$-'"')&"8-#(*&##"$,"23(#(*6"%$*&9",$2"')&"43-#&#"7&"#&2/&:"""!"30#$"')(*+",-*.23(#&2#"32&"'$"')&"
4)32('380&"#&4'$2"7)3'"43*32(&#"7&2&"'$"')&"4$30"%(*&#;""3"732*(*6"#(6*30:"
C.,+&'"+"#*,-&:,#,&'(+-3),/&9%&1.,&,55,'1-&(5&'"#9(+&)(+(?*/,;&+(1&(+$%&/*/&1.,%&-1(4&
-*+6*+6;&1.,%&"$-(&-:"%,/&+(1*',"9$%&(+&1.,*#&4,#'.,-&9,5(#,&5"$$*+67&@D."+A-&"6"*+&1(&
:::74,1'"#,1*4-7+,1&5(#&1.*-&*+5(#)"1*(+7B&&&E5&"&'"+"#%&A,,$,/&(=,#;&1.,&)*+,#-&#"+&5(#&1.,*#&$*=,-7&
<=>"7&".$*?'"*&4&##32(09"#7$$*>"#739"3*."+&&0"$/&2@"')&"#&4'$2"%39"*$'"8&"(*".3*6&2"$,"&A10$.(*6"
3*."7&".$*?'")3/&"'$"B2-*",$2"$-2"0(/&#C"0(+&"')&"%(*&2#"$*4&".(.>"8-'"')&2&"(#"3"732*(*6"')&"
4)32('380&"#&4'$2"#)$-0.")&&.:"
D*&4.$'3009>"7&")&32"#'$2(&#"$,",-*.23(#&2#"0&3/(*6"')&(2"E$8#"3*."%$/(*6"$*"'$"*&7"$263*(F3'($*#"(*"
.2$/&#>"BE$8")$11&2#C"#(%109"%$/(*6"$*"'$"3"8&''&2"#30329>"$2"#$"#$%&"7$-0.")3/&"9$-"8&0(&/&:""
G-'"%9"&A1&2(&*4&"3*."%9"$8#&2/3'($*#"$,"4$00&36-&#"13(*'"3".(,,&2&*'"1(4'-2&:""D0')$-6)"!"+*$7"$,"
1&$10&"7)$"#&&%"'$")3/&"3")38('"$,"0&3/(*6"$263*(F3'($*#"H-(4+09>"!")3/&"%3*9"%$2&"4$00&36-&#"
7)$"432&"38$-'"')&"43-#&#"')&9?2&"7$2+(*6",$2"3*."7)$"36$*(F&."$/&2"')&(2".&4(#($*#"'$"0&3/&"
#)$1#>".$(*6"#$"$*09"7)&*"')&9"2&30(F&."')&9"4$-0."*$'"344$%10(#)"7)3'"')&9"7&2&")(2&."'$".$"5"
$,'&*"8&43-#&"$,"(*'&2*30"$263*(F3'($*30"(##-&#:"""
D#"('"'-2*#"$-'>"2&#&324)"(*.(43'&#"')3'",-*.23(#&2#"#'39"!"#$%&"'(")*$+,"(*"')&(2"1$#('($*#"')3*"*$*I
,-*.23(#&2#:""!*"3"2&4&*'"#'-.9J"$,",-*.".&/&0$1%&*'"12$,&##($*30#>"')&"3/&236&".-23'($*"$,"#&2/(4&"
$,"2&#&324)"132'(4(13*'#"'$"3*"$263*(F3'($*"73#"K:L"9&32#:"""
M)(#"73#"#0(6)'09"%#$%+,&')3*"')&"3/&236&"0&*6')"$,"#&2/(4&"3%$*6"300"#&4'$2#"N12(/3'&>"6$/&2*%&*'"
3*."*$*I12$,('O:""P&2)31#"')&"231",-*.23(#&2#"6&'"3#"E$8")$11&2#"(#"(00I.&#&2/&.:"""
Q&#1('&"7)3'"')&"#'3'(#'(4#"#)$7"$2"7)3'"$-2"1&24&1'($*#"%39"8&>"')&2&"(#"#'(00"3*"(##-&"'$"8&"
3..2&##&.;""K:L"9&32#"(#"832&09"0$*6"&*$-6)",$2"3",-*.".&/&0$1%&*'"12$,&##($*30"'$"&#'380(#)"3*."
42&3'&"#'2$*6"2&03'($*#)(1#"7(')".$*$2#"3*."')&*"#'&732."')$#&"2&03'($*#)(1#"'$",34(0('3'&"
%&3*(*6,-0"#-11$2'"'$"3*"$263*(F3'($*:"""""
D44$2.(*6"'$"')&"38$/&I%&*'($*&."#'-.9>"')&"'$1"'7$"2&3#$*#",-*.".&/&0$1%&*'"12$,&##($*30#"4('&"
,$2"0&3/(*6"')&(2"E$8#"32&"J:""')&"$11$2'-*('9"'$"%3+&"%$2&"%$*&9"3*."R:"",2-#'23'($*"7(')"')&"7$2+"
&*/(2$*%&*':"""
M)&2&?#"12$83809"3*$')&2"32'(40&"N$2"'2&3'(#&>"&/&*O"'$"8&"72(''&*"38$-'"')&"#3032(&#"$,",-*."
.&/&0$1%&*'"12$,&##($*30#:""NS30329"23*6&#"#&&%"'$"6$",2$%"')&"2(.(4-0$-#"'$"')&"#-80(%&>"&#1&4(3009"
(*"3"%32+&'"0(+&"M$2$*'$:O""!"8&0(&/&"%3*9",-*.23(#&2#"7$-0."#'39"(*"')&(2"$263*(F3'($*#"0$*6&2"(,"')&9"
7&2&"#3'(#,(&."7(')"')&(2"E$8#>".&#1('&"%3+(*6"0&##"%$*&9"')3*"')&9"4$-0."(,"')&9"7$2+&."&0#&7)&2&:""
NQ$*?'"6&'"%&"72$*6>"')&2&"(#"6$$."2&3#$*"'$"#'3*."-1",$2"9$-2"2(6)'"'$"%3+&"3"2&3#$*380&"736&>"
8-'"3'"3"4&2'3(*"1$(*'>"!"8&0(&/&"%3*9"$,"-#"(*"')&"#&4'$2"32&"%$2&"%$'(/3'&."89"%3+(*6"3".(,,&2&*4&"
'$"$-2"4$%%-*('(&#"')3*"%3+(*6"3*"(*42&%&*'3009")(6)&2"736&:O"
S$>"7)3'".$&#"('"'3+&"'$"+&&1",-*.23(#&2#"(*"$263*(F3'($*#T""U$7"(#"')(#",$2"3"#'32'T""V3*9"$,"-#"73*'"
'$"7$2+",$2"$263*(F3'($*#;""
• ')3'"32&"2&0&/3*'"'$"')&"4$%%-*('9"DWQ"$1&23'&"&,,&4'(/&09@""
• 7)&2&"3"4-0'-2&"$,"1)(03*')2$19"&A(#'#"7(')"12$623%"#'3,,>",-*.".&/&0$1%&*'"#'3,,"3*."
#&*($2"/$0-*'&&2#@""
• 7)&2&"')&",-*.".&/&0$1%&*'"12$,&##($*30#"32&"3"132'"$,"')&"$263*(F3'($*?#".&4(#($*"%3+(*6"
12$4&##@"
• 7)&2&"')&"XY<"B6&'#C",-*.23(#(*6"3*."(#"3112$12(3'&09"(*/$0/&.:"
"
Z&'"2&30>"9$-?2&"#39(*6"'$"9$-2#&0,:""<*09"3"#-1&2)-%3*"XY<"43*".&0(/&2"')3'"+(*."$,"$263*(F3'($*:""
[&00>")$7?#"')(#",$2"6$(*6"$-'"$*"3"0(%8;""-(.+"#+/+(0(12*3,0#!+,(40*()*"'(.+(0!($))3(0!(&%+(567(
,2**#*$(&%+(),$0*#80&#)*9"""
M$"H-$'&"S(%$*&"\$93-A>"BP2$83809"%$2&"')3*"]L^"$,"B,-*.23(#(*6"12$80&%#C"32&"*$'",-*.23(#(*6"
12$80&%#"3'"300:""M)&9"32&"$263*(F3'($*30".&/&0$1%&*'"(##-&#"5"')3'"3,,&4'",-*.23(#(*6_C""N!"7(#)"!")3."
#3(."')3':O""!,"]L^"$,",-*.23(#(*6"12$80&%#"32&"$263*(F3'($*30".&/&0$1%&*'"12$80&%#>"9$-"*&&."3"
6$$."XY<"'$"3..2&##"')&%:"""
S$>"23')&2"')3*"1$(*'"')&"803%&"#$0&09"3'",-*.23(#&2#>"')&"4)32('380&"#&4'$2"*&&.#"'$"#&&"')&"
1&24&(/&."'23*#(&*4&"$,",-*.".&/&0$1%&*'"12$,&##($*30#"3#"3"#9%1'$%>"*$'"3#"3"#'3*."30$*&"
12$80&%:""S'-.(&#")3/&"8&&*".$*&",$2"9&32#"(*.(43'(*6"')&2&"(#"3"0&3.&2#)(1".&,(4('"(*"')&"4)32('380&"
1
(see the summary of The Revolving Door: A Study on the Voluntary Turnover (Intent to Stay) of Fundraisers
in the Nonprofit Sector at http://www.afpnet.org/ka/ka-3.cfm?content_item_id=24109&folder_id=2326)
416.918.7220 ~ [email protected]
2
#&4'$2:""[(')"')&"&A$.-#"$,"')&"8389"8$$%&2"6&*&23'($*",2$%"')&"7$2+",$24&"(*"')&"4$%(*6".&43.&>"
')&"/$0-*'329"#&4'$2"7(00"8&"0&,'"7(')"%3*9"9$-*6&2"3*."0&##"&A1&2(&*4&."%3*36&2#"0&3.(*6"$-2"
$263*(F3'($*#:"
!,"')3'"(#"')&"43#&>"('"%39"8&"3*"$11$2'-*('9"'$"23(#&"3732&*&##"$,"')(#"(##-&"#$"&A(#'(*6"0&3.&2#"3*."
')&"')$-#3*.#"$,"&%&26(*6"0&3.&2#"7)$"7(00"0&3."')&"')(2."#&4'$2"(*"')&",-'-2&")3/&"')&"7)&2&7(')30"
'$"3..2&##"(':"""
S$>"7)3'"43*"#&*($2"0&3.&2#"(*"')&"#&4'$2"8&".$(*6"'$"+&&1"')&(2"6$$.",-*.".&/&0$1%&*'"
12$,&##($*30#"3*."&*)3*4&"')&"$263*(F3'($*?#"4)3*4&#"$,"#-44&##,-0",-*.23(#(*6"(*"')&"12$4&##T"
•
•
"
•
"
•
S&*($2"0&3.&2#"*&&."'$"&*#-2&"')3'"')&"]L^"$,",-*.".&/&0$1%&*'"(##-&#"')3'"32&"2&3009"
$263*(F3'($*30"(##-&#"N#&&"38$/&O"6&'"3..2&##&."#$"')&"$263*(F3'($*"43*"6&'"'$"')&"'3#+"$,"
12$/(.(*6"('#"4$2&"#&2/(4&"3*."23(#(*6",-*.#"I"(*#'&3."$,"73#'(*6"&*&269"1-''(*6"$-'",(2&#:"""
"
G$32."%&%8&2#>"XY<#"3*."#&*($2"#'3,,"*&&."'$"-*.&2#'3*."')&",-*.".&/&0$1%&*'"12$4&##:""U$7"
&0#&"7(00"')&9"&/30-3'&"E$8"1&2,$2%3*4&"3*."#&'"2&3#$*380&"&A1&4'3'($*#T"[(')$-'"3*"
-*.&2#'3*.(*6"$,"')&"4$%10&A('(&#"3*."/$0-%&"$,"7$2+"2&H-(2&."'$".&/&0$1"2&03'($*#)(1#"3*."
23(#&",-*.#>"('"(#"&3#9"'$"(%1$#&"-*2&30(#'(4"6$30#"-1$*"')&",-*.".&/&0$1%&*'".&132'%&*':""
U-%3*"*3'-2&"(#"#-4)"')3'"$*&"43*"$*09",3(0"'$"2&34)"-*34)(&/380&"6$30#",$2"#$"0$*6"8&,$2&"
8-2*(*6"$-'>"2&#&*'(*6"')$#&"7)$"(%1$#&."')&"6$30#"(*"')&",(2#'"1034&"$2"6(/(*6"-1:"W$*&"$,"
')$#&"#4&*32($#"%3+&",$2"3",-*.23(#&2"9$-"73*'"32$-*."$2"3"#-44&##,-0",-*.".&/&0$1%&*'"
12$623%:""S$"7)9"42&3'&"3*"&*/(2$*%&*'"')3'"6&*&23'&#"')$#&"2&#-0'#T""
S&*($2"0&3.&2#"%-#'"7$2+"7(')",-*.".&/&0$1%&*'"#'3,,"'$"42&3'&"3"4-0'-2&"$,"1)(03*')2$19"
')2$-6)$-'"')&"$263*(F3'($*:""M)&"1&$10&"3'"')&",2$*'"0(*&#"$,"')&"#&2/(4&".&0(/&29"%-#'"8&"
3732&"$,"')&"42('(430"2$0&"')&9"43*"1039"(*"')&",-*.".&/&0$1%&*'"12$4&##>"7)&')&2"('?#"%&.(430"
12$,&##($*30#>"343.&%(4#"$2"#$4(30"#&2/(4&"12$623%"#'3,,:""D"#-44&##,-0",-*.".&/&0$1%&*'"
12$623%"(#"3"'&3%"&,,$2':"S&*($2"0&3.&2#"32&"(*"3"1$#('($*"'$",34(0('3'&"3"4-0'-2&"')3'"&*4$-236&#>"
$2"8&''&2"9&'>"(*#(#'#"$*"42$##I1$00(*3'($*"8&'7&&*",-*.".&/&0$1%&*'"#'3,,"3*."$')&2"#'3,,"3*."
/$0-*'&&2#:"
Y.-43'($*30"12$623%#"'23(*(*6"3*."'&34)(*6"')(#"3*."')&"*&A'"6&*&23'($*"$,"4)32('380&"#&4'$2"
0&3.&2#"*&&."'$"(*4$21$23'&"#&##($*#"$*"#&*($2"%3*36&2#?"2$0&#"/(#"3"/(#",-*.23(#(*6:""S-44&##,-0"
,-*.23(#(*6"(#"3"'&3%"&,,$2'"3*."&/&29$*&"%-#'"8&"3732&"$,"3*.")3/&"')&"#+(00#"'$"1&2,$2%"')&(2"
2$0&"(*"$2.&2"'$"#-44&&.:"
"
6789+:;<=>?<@A@B@9C+D>+E;F+8<+=7@B8?97:>=C+=:>G;<<@>?8B<+78H;5""S-2&09>"7&"32&"*$'"803%&0&##"3*."
%-#'".$"$-2"$7*"132'"'$"%3+&"3".(,,&2&*4&:"
• `(2#'09>"7&"*&&."'$"8&"3732&"$,"$-2"#+(00#"3*."0(%('3'($*#:""M)&2&"32&"%92(3."$11$2'-*('(&#",$2"
,-*.".&/&0$1%&*'"12$,&##($*30#"(*"X3*3.3:""G&43-#&"$,"')&"#)$2'36&"$,"&A1&2(&*4&."
,-*.23(#&2#>"')&"$11$2'-*('9"'$"344&1'"3"E$8"8&9$*."$*&?#"#+(00"0&/&0"(#"3/3(0380&:""[&".$"
$-2#&0/&#>"$-2"12$,&##($*>"')&"$263*(F3'($*"')3'")(2&."-#"3*."')&"#&4'$2"3".(##&2/(4&"&34)"'(%&"
7&"344&1'"3"E$8",$2"7)(4)"7&"32&"*$'"12&132&.:""!,"9$-?2&"$,,&2&."3"1$#('($*"')3'"(#"8&9$*."9$-2"
#+(00"0&/&0>"%3+&"#-2&"9$-")3/&"')&"#-11$2'"9$-"*&&."#$"9$-"43*"0&32*"$*"')&"E$8"3*."62$7"
12$,&##($*3009"(*#'&3."$,"#(%109"8&(*6"(*"$/&2"9$-2")&3.:"
"
416.918.7220 ~ [email protected]
3
• Q$"9$-2")$%&7$2+"38$-'"3*"$263*(F3'($*"8&,$2&"'3+(*6"')&"0&31"'$"')&"*&A'"E$8:""Q$"7)3'&/&2"
.-&".(0(6&*4&"9$-"43*"8&,$2&"9$-"%$/&"'$"%(*(%(F&"')&"1$##(8(0('9"')3'"')&"4-0'-230"B,('C"(#"*$'"
2(6)'"5",$2"9$-"$2"')&"$263*(F3'($*:"
"
• Z&'"')&"82$3.&2"#+(00#"9$-"*&&."'$".$"3*"&,,&4'(/&"E$8:""Q$*?'"2&#'"#(%109"$*"8&(*6"3"6$$."
,-*.23(#(*6"'34'(4(3*:"!,"9$-?2&"6$(*6"'$"#-11$2'"')&"#&4'$2"7&00>"9$-"%-#'"30#$"8&",3%(0(32"7(')"
$263*(F3'($*30"(##-&#"8&9$*.",-*.23(#(*6;"6$/&2*3*4&>",(*3*4&>"4)3*6&"%3*36&%&*'a"M)&"0(#'"
6$&#"$*:""[(')"62$-*.(*6"(*"$263*(F3'($*30".&/&0$1%&*'"3*."$')&2"#+(00#>"9$-"43*"1039"3"%$2&"
%&3*(*6,-0"2$0&"(*"9$-2"$263*(F3'($*:"
"
• [&"*&&."'$"&.-43'&"$-2"4$00&36-&#>"8$##&#"3*."/$0-*'&&2#"')3'",-*.23(#(*6"4-'#")$2(F$*'3009"
342$##"3*"$263*(F3'($*:""[)3'")311&*#"(*"$*&"32&3"3,,&4'#"$')&2"32&3#>"(*40-.(*6",-*.23(#(*6:""
S$>"7&"*&&."'$"8&"(*/$0/&."(*".&4(#($*#"(*"32&3#"$')&2"')3*",-*.23(#(*6>"#(*4&"')&9"(%134'"$*"$-2"
38(0('9"'$".$"$-2"E$8:""[&"*&&."'$"3./$43'&",$2"$-2"2(6)'"'$"8&"3'"')&"'380&"7)&2&"$263*(F3'($*30"
.&4(#($*#"32&"8&(*6"%3.&:"""
"
[&"43*"')2$7"-1"$-2")3*.#"3*."8&%$3*"3"034+"$,"0&3.&2#)(1>"/$0-*'&&2#"7)$".$*?'"-*.&2#'3*."
,-*.23(#(*6"$2"#&*#3'($*30"%&.(3"#'$2(&#"')3'"#&&%"'$"H-&#'($*"')&"(*'&62('9"$,"')&"#&4'$2"3#"3"
7)$0&:"""
<2>"7&"43*".$"$-2"8&#'"'$"%3+&"3".(,,&2&*4&:"
D#")-%3*#>"7&"(*/32(3809".$"8$'):""!*"')&",-'-2&>"%39"7&"300".$"%$2&"$,"')&"03''&2"3*."0&##"$,"')&"
,$2%&2:"
416.918.7220 ~ [email protected]
4

Similar documents

Nuts and Bolts of Strategic Planning for Fundraising

Nuts and Bolts of Strategic Planning for Fundraising 124 Brooklyn Ave. ~ Toronto, Ontario ~ M4M 2X5 416.918.7220 ~ [email protected] www.cathymann.ca

More information