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Fund Advisors Toolkit

Thank you, neighbor, for all you do to lead and support our region in meaningful ways. By contributing your energy and expertise, you make a sustainable impact on the lives of those who call our community home.

The files that follow all together make up the Northwest Minnesota Foundation Fund Advisor Toolkit, as grouped by topic area. Each file is downloaded by clicking on the corresponding text.

Introduction: Begin here!

Welcome
  • Welcome letter
  • What are the toolkits?
Useful Information
  • What is a Community Foundation?
  • NMF Philanthropy handout
  • Wealth transfer analysis: A challenge and an opportunity
learning opportunities
  • Video training: Mindset Matters, May 2025
  • Video training: The Future of Volunteerism, May 2024 (appx. 1 hour, 15 minutes)
  • Video: Introduction to Fund Advisor Toolkits, December 2024 (appx. 35 minutes)
  • Slides from Secrets to Make a Thoughtful Gift Request, November 2024
  • Video training: Telling Your Fund’s Story: Communications Strategies for Success (appx. 50 minutes)
  • Slides from Telling Your Fund’s Story: Communications Strategies for Success
Fundraising Guidelines
  • Guidelines for fundraising

Operations: Important forms and processes

Useful forms
  • Final Grant Report form (online link)
  • Donations to a fund (fillable)
  • Grant recommendation form (fillable)
  • Interfund Transfer Request form (fillable)
  • Payment Request form (fillable)
NMF Forms, Policies and Procedures
  • Code of Conduct
  • NMF Fee Policy
  • Fundraising procedures for component funds
  • Sales Tax Toolkit
Useful Information
  • Fund Advisor roles (a job description)
  • Fund Advisory Committee Structure
  • How to access fund statements
  • Reading material: A donor’s bill of rights
  • How to disburse funds from your fund
  • How to set up recurring disbursements
  • Accepting charitable gifts of commodities
Community Funds
  • Brand Guidelines for Community Funds
  • Matching Gift Policy for Community Funds
DISASTER FUNDS
  • Disaster Fund Toolkit
EVENT PLANNING
  • Event checklist

Planning: Establishing a strong foundation for success

INTRODUCTION

Introduction – Strategic and Action Plans

Mission or Purpose Statements

Voting and Consensus (Fist to Five )

SETTING YOURSELF UP FOR SUCCESS

Who Should be Involved

Planning Your Success

Information to Review During the Planning Process

GOING DEEPER: IN DEPTH PLANNING TOOLS

Completing a SWOT Analysis

Goal and Action Development

STRATEGIC PLANNING

Strategic Plan Framework

Keys to a Successful Strategic Plan

Marketing: How to get the word out about your fund and impact

Introduction

How to Market Your Fund

Templates and Forms

Marketing Plan Template – Fillable

Press Release Template – Fillable

Image Release Form

FAQs and Information

What is a Component Fund

Benefits of a Component Fund

Talking Points and Addressing Questions

Marketing Plans

Keys to a Successful Marketing Plan

Creating a Marketing Plan

Marketing Plan Template – Sample

Marketing Plan Template – Fillable

Community Fund Logo Guidelines

Community Fund Logo Guidelines

Press Release Examples

Press Release Template – Fillable

Event Example

Grant Recipient Announcement Example

Request for Proposals Example

Scholarship (or new fund) Established Example

Seeking Volunteers Example

Brochures and Flyers

NMF: Community Compass/Who We Are Flyer

NMF: Philanthropy Flyer

NMF: Giving flyer

Request for Proposals Example

NMF: Ag Land Legacy

Brochure (Sample) Friend of the Fair

Brochure (Sample) Park Rapids

Brochure (Sample) Stephen

Brochure (Sample) Thief River Falls

Flyer (Sample) Community Fund

Flyer (Sample) Education Fund

Fundraising and Endowment

introduction

What is an Endowment?

How Does an Endowment Work?

Endowment Development

Building Donor Relationships

Fund Development Tips and Tech

Fund Development Goals

The Elevator Speech

Bequests

Professional Advisors

Key Ideas of a Successful “Ask”

Successful fundraising tools

Determining Fundraising Goals

Fund Advisor Script – Gift Ask or Meeting Request

How to Write a Fundraising Letter

Letter (Sample) Western Norman County

Letter (Sample) Year End Appeal to Business

Letter (Sample) Fertile-Beltrami

Letter (Sample) Crookston ECI

Remittance Envelope (Sample)

Fund Donation Form (fillable)

Gifts of Grain (commodities) Form

Gifts of Grain (commodities) One-pager

fundraising events

Special Event Fundraising

Event Checklist

Event Press Release (Sample)

Give to the Max Day

Info Sheet / Frequently Asked Questions

How-To Guide (step-by-step directions on creating a fundraiser page)

How-to VIDEO Guide (step-by-step directions on creating a fundraiser page)

Grant-making

More tools will be added soon!

Belonging

Introduction

Introduction to Diversity, Equity and Inclusion

Diversity, Equity, Inclusion, Belonging: Resources

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Bemidji, MN 56601

218-759-2057

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