Now that you've got an appointment with a decision maker for the NPO you want to work with, what do you do?
You may need to send (or take) a letter about UBIT (unrelated business income tax) or MPM's status. You can find these in NPO Q&A (see menu to the left).
You may also want to take a formal proposal with you. We have created two proposals for you to download and customize with your information. They are basically the same, except for one major difference.
The template called "Power of 5" is a generic proposal with numbers already factored in.
The template called "Setting Your Own Figures" allows you to take numbers provided for you by the organization and "crunch the figures" so they more accurately reflect MPM's potential specifically for that organization.
2 - Customize itwith the organization's name, your domain name or URL, your name and contact information, and if you are using the "Setting Your Own Figures" document, deleting the lines and then filling in the correct numbers. Don't forget to customize the very first page.
3 - Print in color on nice paper. And print one for yourself (can be in black & white) if you will be going over it at the appointment. That way the person you are meeting with can look at his/her copy as you go through the proposal using your own copy. This also means you will have copies of proposals you make. You can always add notes to your copy of the proposal during the appointment (if you are asked questions you need to research) or in your car after the appointment.
4 - Place it in a presentation folder. Give your presentation the finishing touch by presenting it in a folder. It doesn't have to be expensive - one with a clear front would be a good choice since the Proposals have a nice title page. This will not only give a great first-impression and keep it looking nice, it will make it easy to find on a desk or in a stack of papers (heaven forbid!). :-)
Now we’re going to share some wisdom, tips and tricks from the folks who have been working with Non-Profits for several years through Together We Can Change The World, Inc. They have some incredible things to share. Click Here to find out just what they are.
To download all training for working with NPOs in Manual form go here.
