https://bloomerang.co/resources/webinars/ Marie Palacios will explain what donors want to know, why it is crucial, and how to share your past achievements, so donors contribute to your future goals.

1. Measure of Success:
Creating Tools & Processes to
Report Impact
Funding For Good

2. Funding For Good
Owner, Mandy Pearce
Lead Consultant, Marie Palacios
O | 704.614.8703
E | team@fundingforgood.org
W | www.fundingforgood.org

3. TODAY’S TOPICS
Impact Reporting- What it is and why it is important
SMART Goals
Segmenting Data
Systems to Track and Evaluate Data
Sharing Impact with Stakeholders

4. “Having a
strong effect
on someone
or
something”

5. Why is reporting impact
so important?

7. How to know what to track?
Donor Focused
Internal Evaluations for Daily Operations
Strategic Plan Driven for Capacity Building
Community Engagement

8. SERVICE VS. ENGAGEMENT VS. IMPACT
Service – Delivery of programs
or goods (tangible or non-
tangible).
Engagement - Interaction or
introduction of the
organization’s mission
Impact – The extended effect of
programs delivered

9. SMART Goals
Specific
Measurable
Action-driven
Realistic/Relevant
Timely

10. Quantitative Data is a
collection of hard facts that
are numerical, can be
counted/ordered, and help
depicts the ‘big’ picture.
Examples
• Client services rendered (units)
• Attendance records in programs
• # of volunteers
• # of volunteer hours contributed
• # of miles driven
• # of meals served
• # of nights of lodging provided

11. Qualitative Data provides
details/descriptions/depth
Is NOT numerical
Data cannot be
counted/ordered
Helps you see the “HUMAN”
component
Examples
• Client experiences
• Donor experiences/expectations
• Volunteer incentives
• Impressions, opinions, views of
stakeholders
• Increase in Knowledge
• Change in Behavior
• Achievement of Personal Goals

12. Data Tracking Options
▪ Excel
▪ Salesforce for Nonprofits
▪ SureImpact
▪ Microsoft Access
▪ Kaleidacare
▪ Sumac
▪ Google Forms/Docs/Sheets
▪ Trello
▪ Fluxx

14. “UNLESS someone like you cares a
whole awful lot, nothing is going to
get better. It’s not. “ – The Lorax
SO WHAT????
14

15. SAMPLE CONTENT:
CHARITY WATER
How do we tackle the water crisis?
“We work with [how many?] local experts
and community members to find the best
sustainable solution in each place where
we work, whether it’s a well, a piped
system, a BioSand Filter, or a system for
harvesting rainwater.
With every water point we fund, our
[description?] partners coordinate
sanitation and hygiene training and
establish a local Water Committee to help
keep water flowing for years to come.”

16. SAMPLE CONTEXT
CHARITY WATER
Health
“Diseases from dirty water kill
more people every year than
all forms of violence,
including war.
43% of those deaths are
children under five years old.
Access to clean water and
basic sanitation can save
around 16,000
lives every week.”

18. Donor-Specific
Messaging
Past Impact = Assure
Present Impact = Engage
Future Impact = Inspire
18

19. Sample
Metrics
▪ Total number of clients served
▪ Demographic data
▪ Major achievements
▪ Increase in capacity of your board,
staff, programs, etc.
▪ Positive changes in the community

20. Where to
share data
▪ Marketing materials
▪ Fundraising appeals
▪ Partnership agreements
▪ Grant proposals
▪ Annual “Impact / Generosity Report”
▪ Social Media
▪ Outreach/Awareness Campaigns
▪ Websites
▪ Strategic Plan

21. Capturing Impact: Brainstorming Exercise
What do we do? Why is it important? Measurable impact?

22. Donor
Impact
Handout

23. Alternative Needs
List

24. Here’s Your
Chance to….
By donating cash instead of food, we will
S-T-R-E-T-C-H your contribution.
Through Second Harvest Food Bank, we can turn
a $5.92 donation into $219.04 and a $4.32
donation into $116.54!
A donation of $5.92 allows us to purchase 37 jars
of peanut butter. A donation of $4.32 allows us
to purchase 27 boxes of cereal.

25. SAVE THEM ALL® GRANT
APPLICATION
Proposed projects MUST
demonstrate a direct
impact on saving lives
and/or leading to a
reduction in shelter deaths.

26. Examples Of Impact From Grants
Spay/Neuter - $500 funds 5 spay surgeries. In our experience, a street dog has 2 litters of approximately 6
puppies 2x a year, which is 96 puppies over her lifetime. Thanks to this grant, 480 puppies will not be facing life
on the street (and this number does not include the offspring of those puppies!).
Filters for Families, proposes to improve the health of 500 Liberian families by installing a
compact/portable water filter in each home. For only $50/filter, we can provide more than 250
gallons daily/ 912,500 gallons of safe drinking water per family over the 10-year lifespan of the
filter.
Last year, elementary students in the Opening Doors Program achieved an average increase of 10.53 points
in reading skills and 8.35 points in math skills allowing them to graduate to the next grade level.

27. Tools For
Sharing
Impact
Mission Moments-
Storytelling
Unique Factor
Wow Factor Stats
The Power of your
Dollar
Press Releases,
Human Interest
Stories, Radio
Newsletters, Direct
Mail, Generosity
Reports

28. IMPACT TRACKING
CHECKLIST
▪ Who are you reporting to?
▪ What are you reporting about?
▪ When does it have to be, tracked?
▪ Can you eliminate unnecessary data fields?
▪ Who is responsible for collecting data?
▪ What things might you need to track for future
fundraising?
▪ How will data be evaluated?
▪ How will data be organized?
▪ How will data be converted into IMPACT reporting?

29. https://fundingforgood.org/training/webinar-series/nonprofit-leadership-development/
Learn how to build a positive culture of leadership to fulfill your mission.
Our 2022 monthly webinar series is designed to help refocus, recharge, and redirect
energy so you and your team can create even more impact.
We’re covering everything nonprofit leadership: strategic planning, roles, board
development, time management, and more.

30. Funding For Good
Lead Consultant,
Marie Palacios
E | marie@fundingforgood.org
W | www.fundingforgood.org
Work with Marie
Program Design | Template Creation
Grant Writing | Board Development |
Strategic Planning
Set up a free strategy call with Marie:
www.connectwithmarie.as.me/

31. Funding For Good
Owner, Mandy
Pearce
E | mandy@fundingforgood.org
W | www.fundingforgood.org
Work with Mandy
Development Coaching | Grant Writing
| Budgeting | VIP Days | Business
Coaching | Consultant Boot Camps |
Strategic Planning