Fundraising resources

List of Leads to Research

The database of our contacts is available for review on AirTable

>>> AirTable Database - please request access from [e-mail]

Prior engagement history and the contact details of individuals and organizations is stored on SalesForce. This database is a legacy storage of messages since 2010.

>>> SalesForce Login - please request access from [e-mail]

Also, don’t forget that there might be FactSheets available if we made prior proposals to the organization. This can be extremely helpful if reapplying to an organization. See them in the Leads and Research folder on the G-Drive.

>>> Leads and Research Folder

WHAT’S MISSING? QUESTIONS?

• SETTING A TIME WITH GREG

• SUBMIT THROUGH THE FORM/RESEARCH

• HOW TO MAKE CHANGES

ADDITIONAL RESOURCES

To Help Make Sure You Are On The Same Page Here Are Some Starting Resources

Getting Started

• Who is oikos? - on-boarding from Greg Vrient

• How is oikos working? - Intro to oikos and User Guides

  • Be sure to check out

    • Teams and Roles

    • Internal Communication

    • How we Use AirTable

• How to get access and start fundraising:

  • Email - Get your oikos address [e-mail]

  • Miro - Sign up and join the HomeBase

  • Discord - communication channel Request Invite

  • Website - short-bio and picture Add Website -

  • AirTable - research Submission Form

  • AirTable - update Leads and Research

  • SalesForce - review for prior contacts Login

• Read about oikos Fundraising Ethical Principles

  • Final Ethical Criteria Guideline

• Learn about details and process for Fundraising with our Field Guide

  • oikos Fundraising FIELD GUIDE

• Check out some General Fundraising tips to help you

Main Platforms

HomeBase - Finance Lab Miro

Airtable - Fundraising Leads & Field Guide-Air Table Fundraising User Guide

SalesForce - Past Contact Info & Field Guide- SalesForce Notes

Meetings

2022 Circle Notes - Fundraising Focus Circle - Continuous Meeting Minutes FF Circle

Volunteer Check-Ins - Volunteer Fundraising - Continuous Meeting Minutes 2022

Alternative Fundraising Meetings - 2022 Alternative Fundraising Strategy

Co-President Check-Ins - Fundraising Support - ongoing minutes

Volunteers

> Role Descriptions - Fundraising Volunteer

> Onboarding Checklist -Volunteer Onboarding

> Applications - Airtable of Volunteers

> Job Portals:

• Benevity

• Idealist

• NonProfitCareer Network

• Volunteer Match

• Work for Good

Initiative Specific Fundraising Documents

• LEAP Tracks Advance, Researchers, Life

• Transforming Education

  • oikos Camp Fundraising

• Alternative Fundraising

Budgeting and Administration

• oikos Budget Docs oI Budget 2022 and oI Budget 2023

• Salary Tracking oikos Salaries 2022 and ADD 2023 DOCUMENT

• Projection of Cash FlowsoI Gross Monthly Costs (multiple years)

Now You Should Have Sufficient Background To Start Fundraising

For More Details Check Out The oikos Fundraising FIELD GUIDE