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A short course of lectures
«Financial Sustainability for Nonprofit Organizations»





Planning OutreachDEFINING "INVESTMENT"Data GatheringPromotionFinancial MonitoringService SustainabilityINVESTMENT AND FINANCIAL SUSTAINABILITYEXTERNAL FACTORSFund-raisingRISK STRATEGIESEndowment FundsSTRATEGIC PLANNING AND STRATEGIC MANAGEMENTStrategy and Action Plan: Fund-raising PlanStrategic PlanningTarget PopulationInstitutional AssetsZero-Based BudgetingEnvironmental FactorsFUNDING SOURCESEVALUATION AND PROJECT OBJECTIVESStewardshipGrant FundingEFFICIENCYCOVER LETTERTHE BUDGETING PROCESS IN NONPROFIT ORGANIZATIONSCorporate DonationsOrganizational Transformation and Financial SustainabilityAsset Turnover RatioHuman Resources and Job SatisfactionPurpose and ScopeADVOCACYMANAGEMENT OF INVESTMENTPlanning PartnershipCONTINUING QUALITY IMPROVEMENTJOB SATISFACTIONDEFINE "FUND-RAISING"IntegrationINTEGRATED RISK MANAGEMENTFinancial PlanningCommunity Relations and Financial SustainabilityStrategic Marketing MixRISK MANAGEMENT AND FINANCIAL SUSTAINABILITYPerformance MeasurementBARRIERS, BENEFITS, COMPETITORS, AND INFLUENCERSCorporate Social ResponsibilityFUNDING SOURCESPLANNING PUBLIC RELATIONS PROGRAMSBENCHMARKING AND OUTCOMESASSET MAPPINGStakeholders' AccountabilityProfile of the Organization of the AgencyOrganizational ReadinessFINANCIAL ALLOCATIONAgency TheoriesService Decision PathSatisfaction of Legal RequirementsOrganizational TransformationMaster BudgetTYPES OF NONPROFIT ORGANIZATIONS IN THE UNITED STATESTYPES OF INVESTMENTSHelping EnvironmentFund-Raising and Financial SustainabilityAsset MappingThe Nonprofit Organization UniverseFinancial SustainabilityWHAT IS A BUDGET?DEFINE "PROGRAM"SOCIAL ENTERPRISE AND FINANCIAL SUSTAINABILITYBudget ApprovalIdentification and Description of the CommunityAssociational AssetsFee for ServicePROGRAM EVALUATIONFinancial ManagementEVALUATIONDEFINE "RISK MANAGEMENT"Alderfer's Existence Relatedness Growth TheoryAntecedent FactorsBUDGET AND BUDGET NARRATIVEVision and MissionLiabilitiesSOCIAL ENTREPRENEURSHIPConsensusORGANIZATIONS HAVE LIFE CYCLESPrefaceDiverse In-House-Generated Income Greater Than Public FundingBenefits of OutreachSWOT ANALYSISPurposeABOUT SUSTAINABILITYOrganization and Management PracticesFinancial Sustainability AnalysisLIFE CYCLE OF NONPROFIT ORGANIZATIONSSocial MarketingSTRATEGIC-PLANNING APPROACHES AND PROCESSESAsset Mapping and Financial SustainabilityMembershipBudget and Financial SustainabilityPerformance-Based BudgetingStructuralist PerspectiveLeadership and Financial SustainabilitySalesEvaluation Management PlanImpact StatementAcknowledgmentsEffective and Tested Risk-Management PoliciesPROFITABILITYProgramsBudget Proposal ReviewSERVICE DELIVERY AND THE STRATEGIC PLANBREAK-EVEN ANALYSISExternal EnvironmentResource-Dependence TheoriesStrategic Planning and Financial SustainabilityINCOME STATEMENT AND BALANCE SHEETTHE STRATEGIC-PLANNING PROCESSIdentity and Legal IssuesCompilationBUDGET AND STRATEGIC PLANBALANCE SHEET AND 1RS FORM 990Rainy-Day Fund at Least Equal to the 1-Year Budget for Core ExpensesSERVICE DELIVERY AND COSTSImplementationGENERIC CONTENTS OF A GRANT PROPOSALPriority-Based BudgetingFinancial DecisionsSOCIAL ENTERPRISE AND COSTSCommunication and ImplementationEmotions and ResponsesFUND-RAISINGVisioningHUMAN RESOURCES MANAGEMENT AND HUMAN RESOURCE INFORMATION SYSTEMSValuesSocial IssuesFUND-RAISING PROPOSALLeadershipFund Mix RatioINVESTMENT ANALYSISINVESTMENTFINANCIAL SUSTAINABILITY ANALYSISINFORMATION TECHNOLOGY AND FINANCIAL SUSTAINABILITYPurposeSocial Marketing and Financial SustainabilityRISK AND ACCOUNTABILITY ISSUESFinancial Sustainability PlanORGANIZATIONAL TRANSFORMATIONSUSTAINABLE BUSINESSFinancial AccountabilitySTRATEGIC GOALS AND OBJECTIVESLiabilities and insurancePoliticsINTEGRATED RISK MANAGEMENT AND GOVERNANCEOUTREACH AND FINANCIAL SUSTAINABILITYGOALPROGRAM EVALUATION AND THE LOGIC MODELStewardshipNeed StatementVariable CostsHUMAN RESOURCES, DIVERSITY, AND CULTURAL COMPETENCEOther RevenuesWHAT ARE SERVICES?Fiscal YearFINANCIAL MANAGEMENTBusiness PlanWHAT IS A RISK?InvestmentNONPROFIT CORPORATION AS NONPROFIT ORGANIZATIONLEADERSHIP IS ESSENTIAL TO FINANCIAL VIABILITY AND SUSTAINABILITYGoals and ObjectivesASSET-BASED MODELInherent FactorsABOUT THE GRANT-SEEKING PROCESSManagementFunctionalist PerspectivePlanning Program EvaluationDEFINE "COMMUNITY RELATIONS"Rewards and BenefitsBorrowingPUBLIC RELATIONS AND FINANCIAL SUSTAINABILITYGoal TheoryEvaluation and GrowthBUDGET FORMATSIndividual DonationsProductSelf-Insurance FundsINDIVIDUAL AND COMMUNITYPRINCIPLES OF NONPROFIT GOVERNANCEFINANCIAL RATIOS ANALYSISMEASURES OF JOB SATISFACTION FUND-RAISING AND TECHNOLOGYSWOT AnalysisJob Satisfaction as a Predictor VariableNONPROFIT AND FOR-PROFIT CORPORATIONSSOCIAL ENTERPRISE DEVELOPMENT FRAMEWORKGovernance and Financial SustainabilityTax DeductibilitySustained Increase in SolvencyIdentification and Planning of the Resources Needed to Collect the DataPROGRAM EVALUATION AND PERFORMANCE MEASUREMENTINDICATORS OF FINANCIAL SUSTAINABILITYDEFINE "SOCIAL ENTERPRISE"WHAT IS HUMAN RESOURCE MANAGEMENT?SERVICE DELIVERY AS A SYSTEMSpecial GiftsMaslow's Need-Hierarchy TheoryLocationProgram EvaluationGenerally Accepted Accounting PrinciplesInvestmentsOrientationSTRATEGIC PRIORITIES AND CHOICESNEEDS ASSESSMENT AND FINANCIAL SUSTAINABILITYSITUATION AND PRIORITIESFINANCIAL MANAGERSActivitiesExpenses or ExpendituresEARLY LEADERSHIP THEORIESOVERVIEW OF NONPROFIT CORPORATE FINANCECOMMUNITY RELATIONS AND FINANCIAL SUSTAINABILITYFINANCIAL SUSTAINABILITY PLANWHY A BUDGET?Internal Stakeholder InputsDimensions of Information SystemsADVOCACY, LOBBYING, AND THE IRSGOVERNANCE AND BOARD OF DIRECTORSIncome or RevenuesHuman Resources, Job Satisfaction, and Financial SustainabilityPriceThe Job Characteristics ModelEvaluation QuestionsORGANIZATIONAL CAPABILITYDeclineGoal SettingINPUTSHelping BehaviorNONPROFIT ORGANIZATION AS ORGANIZATIONBudget TimelineWHAT IS FINANCIAL MANAGEMENT?Outstanding Level of Staff Satisfaction and Commitment Equal to or Greater Than 90%JOB ANALYSISFinancial StatementsAdministrative ExpensesBENEFITS OF THE LOGIC MODELABOUT LEADERSHIPFINANCIAL MANAGEMENT SYSTEMSData AnalysisBUDGETCollateral FactorsEconomicsTypes of Program EvaluationBUDGETNonprofit AccountingShort-Term Investment VehiclesResearchCOMMUNITY ASSET MAPPING FOR FINANCIAL SUSTAINABILITYNONPROFIT GOVERNANCE: AN ECLECTIC PERSPECTIVEConceptual FrameworkNONPROFIT BOARD POLICIESDocumentationCulture of Strategic Planning and Performance MeasurementSERVITIZATIONPREREQUISITES TO DEVELOPING A BUDGETAssessingINFORMATION TECHNOLOGY AND FUND-RAISING: DONOR MANAGEMENT SYSTEMINFORMATION TECHNOLOGY AND SERVICE DELIVERYCHARACTERISTICS OF SOCIAL ENTERPRISECurrent RatioFINANCIAL STATEMENT ANALYSISImplementation StrategiesCOMMUNITY ASSET MAPPING AND FINANCIAL SUSTAINABILITYGENERIC CUSTOMER-CENTRIC SERVICE DESIGNAltruismHUMAN RESOURCES AND FINANCIAL SUSTAINABILITYINFORMATION TECHNOLOGY AND NONPROFIT ORGANIZATIONSPROBLEM STATEMENTInstruments of Data CollectionGOVERNANCE AND FINANCIAL SUSTAINABILITYGovernment GrantsSERVICE DELIVERY AND FINANCIAL SUSTAINABILITYBudget ProposalTYPES OF SOCIAL ENTERPRISESolicitationNONPROFIT GOVERNANCE AND BYLAWSJob Satisfaction as a Criterion VariableBalanceService DeliveryCompassionWHAT IS A NEEDS ASSESSMENT?BALANCE SHEETCalendar of ImplementationFORMATIVE RESEARCHSCOPE OF THE NONPROFIT SECTOR IN THE UNITED STATESShort-Term Investment StrategiesVerificationGOALS AND OBJECTIVESRisk Management and Financial SustainabilityTITLE AND ABSTRACTRISK-MANAGEMENT OPTIONSWHY DO PEOPLE DONATE TO NONPROFIT ORGANIZATIONS?PROJECT DESCRIPTION OR ACTIVITIESParticipationMonitoringFinancial SustainabilityMethodologyImplementationOutstanding Level of Program Efficiency and Effectiveness Equal to or Greater Than 90%Pension FundsProgram Evaluation and Financial SustainabilityWHAT IS A FINANCIAL SUSTAINABILITY PLAN?BudgetINFORMATION TECHNOLOGY AND ASSET MAPPINGFixed CostsRECENT LEADERSHIP THEORIESNeeds AssessmentStewardship TheoriesOperating BudgetStaff Turnover and Its ImpactsPROBLEM OR NEEDS STATEMENTEvaluation PlanSOLVENCYMANAGEMENT STRUCTURESORGANIZATIONAL AMBIDEXTERITYWHAT IS A NEED?PARTNERSHIPSFINANCIAL SUSTAINABILITY IMPLICATIONS IN THE REAL LIFE OF A NONPROFIT ORGANIZATIONConducting a SWOT AnalysisAssetsNONPROFIT GOVERNANCEGovernanceWHAT IS STRATEGIC PLANNING?ORGANIZATIONAL TRANSFORMATION ELEMENTSABOUT THE TERM "NONPROFIT ORGANIZATION"LEGAL ASPECTS OF HUMAN RESOURCES MANAGEMENTLONG-TERM INVESTMENT STRATEGIESCrisisExpectancy TheoryProgram BudgetJOB SATISFACTION THEORIESFINANCIAL LEADERSHIP PREVENTS POOR FISCAL MANAGEMENTUSE OF SOCIAL MARKETINGService TargetWHAT IS GOVERNANCE?Service Delivery and Financial SustainabilitySocial Enterprise and Financial SustainabilityACTION PLANWHAT IS A COMMUNITY?Purpose and FocusCase StatementFACTORS AFFECTING FINANCIAL SUSTAINABILITYCORPORATE GOVERNANCELine-Item BudgetCAPITAL BUDGETStructuro-Functionalist PerspectiveGRANT SEEKING AND FINANCIAL SUSTAINABILITYPROGRAM EVALUATION AND FINANCIAL SUSTAINABILITYThe Situational Occurrences TheoryTYPES OF ASSETSIdentificationBenefits of Information SystemsCOLLATERAL FACTORSSETTING STRATEGIC GOALS AND OBJECTIVESGRANT SEEKINGStrategy and Action Plan: Strategic PartnershipsASSET-MAPPING PROCESSBUDGET AND FINANCIAL SUSTAINABILITYInformation Technology and Financial SustainabilityEvaluationRULES TO CALCULATE PERCENTAGE CHANGEAccountabilityImplementation PlanSustained Increase in LiquidityService ProceduresSERVICE DELIVERY COORDINATIONDonor-Advised FundLife CyclesHiringWHY ARE BOARDS IMPORTANT?Budget and Budget JustificationOUTCOMESOUTPUTSKEY ITEMS OF A LOGIC MODELINCOME STATEMENT AND FORM 990TechnologyPlanning the Process of Information GatheringStrategy and Action Plan: Organizational SustainabilityORGANIZATIONAL TRANSFORMATION AND FINANCIAL SUSTAINABILITYStart-up and ImplementationMonitoringAnalysis of the Social ProblemSymbolic PerspectiveFINANCIAL MANAGEMENT AND NONPROFIT FINANCIAL MANAGERSSOCIAL ENTERPRISEProgram Evaluation ReportORGANIZATIONAL MANDATESRISK MANAGEMENTRISK MANAGEMENT AND RISK-MANAGEMENT POLICYSustained High Profitability (Growth)Internal EnvironmentWHAT IS A FINANCIAL STATEMENT?WHY IS A NEEDS ASSESSMENT NECESSARY?Content TheoriesPurpose StatementTechnologyDebt-to-Equity (Fund Balance) RatioIMPORTANCE OF STRATEGIC PLANNINGJustification or RationaleFUND-RAISING SOURCESSTATEMENT OF CASH FLOWINVESTMENT POLICIES AS STRATEGY FOR LONG-TERM INVESTMENTSCOMMON AREAS OF RISKS FOR NONPROFIT ORGANIZATIONSDEFINE "SOCIAL MARKETING"GRANT, CALL FOR PROPOSAL, AND GRANT WRITINGAction PlanSOCIAL MARKETING PLANQuick (Acid-Test) RatioINFORMATION TECHNOLOGYCONTRIBUTION MARGINDebt RatioPURCHASE INSURANCE OR SELF-INSURE?LEADERSHIP AND STRATEGIC PLANNINGJUSTIFICATIONCulture of Stewardship and AccountabilityPUBLIC RELATIONSJOB RETENTIONGOVERNANCE IN NONPROFIT ORGANIZATIONS AND THE "FUNDER SYNDROME"THE COMMITTEESIncremental BudgetingINFORMATION SYSTEMSInherent FactorsHertzberg's Two-Factor TheoryGOVERNANCE THEORIESTYPES OF BUDGETSTradingSERVICE DELIVERY AS OPERATIONS MANAGEMENTDescription of the ProgramHUMAN RESOURCES PLANNINGSTATEMENT OF CASH FLOW AND 1RS FORM 990Determination of Direct Program BeneficiariesPast Budget AnalysisJustificationService QualityBUDGET APPROACHESPlanning the Use and Strategies of Disseminating the FindingsEFFECTIVENESSNeeds Assessment and Financial SustainabilityABOUT SOCIAL MARKETINGInvestment and Financial SustainabilitySTAFF RETENTION PROCESS AND/OR LEVELINFORMATION TECHNOLOGY AND HUMAN RESOURCES MANAGEMENTGrant Seeking and Financial SustainabilityResearch DesignDiagnosisPlanningIMPLEMENTATION PLAN OR OPERATIONAL PLANNet Working CapitalCash BudgetStakeholder TheoriesGoals and ObjectivesSITUATIONAL THEORIESPROCESS THEORIESPolicies and ProceduresDEFINE OR REVISE MISSION, VISION, AND STATEMENTSCAPITALIZATION STRUCTURESINVESTMENT POLICY STATEMENTFINANCIAL MANAGEMENT AND FINANCIAL SUSTAINABILITYCommunity RelationsFund Balance or Net Assets or Net WorthELEMENTS OF A FINANCIAL SUSTAINABILITY PLANLEADERSHIP AND COMMUNITY RELATIONSPlacePersonnelGifts and DonationsGOVERNANCE STRUCTURESIndividual AssetsOUTREACHINCOME STATEMENTSTARTING A NONPROFIT ORGANIZATIONSOCIAL MARKETING AND FINANCIAL SUSTAINABILITYPARTNERSHIP AND FINANCIAL SUSTAINABILITYSTRATEGIC PLANNING AND FINANCIAL SUSTAINABILITYFactors of TurnoverENVIRONMENTAL FACTORSStrategizingTIMELINERISK IDENTIFICATIONINFORMATION TECHNOLOGY AND FINANCIAL MANAGEMENTFUND-RAISING AND FINANCIAL SUSTAINABILITYPrivate GrantsNEEDS ASSESSMENT: AN OVERVIEW OF THE PROCESSStrategy and Action Plan: Social Enterprise and Investment Portfolio
 
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