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Aperio Guide: Event Assessment + Goal Setting

Aperio Guide: Event Assessment + Goal Setting

Events can be important to an organization, but they are expensive. It is critical to take time regularly to assess performance and set goals. In this Aperio Guide, you’ll find factors to consider, as well as two tools to use in your planning: a Strategic Event Planner and Multi-Year Event Evaluation Tool.

Aperio Guide: Board Engagement & Pledge Form

Aperio Guide: Board Engagement & Pledge Form

Board members are among the most important—if not the most important—supporters an organization has. It incumbent on organizations to continually ask: how can we make board service fulfilling? An annual conversation about goals, ideas, and philanthropy goes along way to creating a meaningful board experience.

Aperio Guide: Fundraiser-Executive Partnership

Aperio Guide: Fundraiser-Executive Partnership

Leadership involvement is crucial to relationship-based fundraising. But nonprofit executives are pulled in so many directions, donor relationships easily slip off the to do list. Fundraisers can help. This guide provides a framework for fundraiser-executive partnership to move relationships forward.

Aperio Guide: Casting Your Vision

Aperio Guide: Casting Your Vision

You’re ready to create a major gifts program, or grow your program to the next level. But first, it’s time to get clear about how you would use the additional funding. This guide provides a series of conversation topics to work through with your team. You’ll emerge with a clear vision and the language to share it with donors.