Fundraising Basics : A Complete Guide

by Ciconte, Barbara L.

Edition: 2nd

ISBN13: 9780763734466

ISBN10: 0763734462

Format: Paperback

Pub. Date: 2001-04-18

Publisher(s): Jones & Bartlett

Upgraded Edition: Click here!

Other versions by this Author

List Price: ~~$85.54~~

Rent Textbook

Select for Price

Add to Cart

There was a problem. Please try again later.

New Textbook

We're Sorry
Sold Out

Used Textbook

We're Sorry
Sold Out

eTextbook

We're Sorry
Not Available

Buy from our Marketplace starting at $9.12

Summary

The second edition of this best-selling book provides new and updated information that every beginning fundraiser or board member needs. Case studies and real-life examples provide practical guidance and an overview of the field while giving board members and development staff, managers, and directors a platform from which to operate their fundraising programs. This primer remains a must-have for anyone entering the fundraising arena or studying for the CFRE exam. Book jacket.

Author Biography

Jeanne G. Jacob is Vice President of the American Society of Civil Engineers Foundation.

Foreword	p. xiii
Preface	p. xv
Acknowledgments	p. xvii
Philanthropy-An American Tradition	p. 1
The Nonprofit Sector	p. 1
Definition of Philanthropy	p. 1
History of Philanthropy in America	p. 2
A Tradition of Volunteerism	p. 2
The Relationship between Volunteering and Charitable Contributions	p. 3
How Generous We Are as a Nation	p. 3
Profile of a Donor	p. 4
Indicators That Affect Giving and Volunteering	p. 5
How To Create a Philanthropic Environment	p. 5
A Donor Bill of Rights	p. 7
The Many Roles of Board, Staff, and Volunteers in Fundraising	p. 8
Selection of Volunteers	p. 8
Knowing Who You Need on Your Board	p. 10
Adding Diversity to the Board	p. 11
What To Look for When Recruiting Board Members	p. 11
Job Descriptions for Board Members	p. 11
Setting Clear Goals and Expectations for the Board	p. 16
Working with an Existing Board	p. 16
Techniques To Motivate the Board into Action	p. 17
Board Training and Development	p. 17
Advisory Committees to Boards for Fundraising	p. 18
Evaluating Board Members' Effectiveness	p. 19
How To Retire a Board Member	p. 19
Role of Staff in Fundraising	p. 21
Communications between Board and Staff	p. 21
Staff Expectations for Board Members	p. 22
Board Members' Expectations for Staff	p. 22
Points of Light Foundation-State Offices of Volunteerism	p. 23
State Volunteer Service Commissions	p. 24
The Development Office	p. 30
The Need for a Development Office	p. 30
Major Functions of the Development Office and Staff and Resources Needed	p. 31
The Basic Requirements for Setting Up a Development Office	p. 32
The Development Office Budget	p. 36
Various Models for a Development Office	p. 36
Knowing When To Move from the One-Person Shop to a Larger Operation	p. 40
Expectations for the Development Office	p. 41
Organizations That Help Provide Used Computers to Charities	p. 43
Companies That Provide Fundraising Software	p. 45
Using Technology in Fundraising	p. 49
The Future of Fundraising	p. 49
The Need for a Technology Plan	p. 50
Assessing Your Needs	p. 50
A Comprehensive Fundraising Data Management System	p. 51
Evaluating Fundraising Software	p. 51
Using a Service Bureau (Outsourcing)	p. 56
Working with a Technology Consultant	p. 57
Information at Your Fingertips	p. 57
An Organization's Home Page or Web Site	p. 59
E-Mail, Listservs, and Newsgroups	p. 60
Making Gifts Electronically-Electronic Funds Transfer	p. 61
E-Philanthropy-Fundraising On-Line	p. 61
Where To Find Information about Software Packages	p. 64
Organizations in Cyberspace	p. 65
Benedictine Nuns on Maryland's Eastern Shore Go "High Tech" To Raise Funds for Children with Disabilities: A Case Study	p. 67
Developing and Evaluating Your Fundraising Plan	p. 69
The Critical Need for Planning	p. 69
Determining Organizational Goals	p. 69
The Development Audit	p. 70
Setting Realistic Goals for Your Fundraising Program	p. 70
Involving Board Members and Volunteers	p. 79
Preparing a Budget	p. 79
Stages of a Development Program	p. 80
Cost-Benefit Guidelines-Return on Investment	p. 80
The Evaluation Process	p. 80
Building Relationships for Your Organization through Annual Giving	p. 86
The Role of Annual Giving	p. 86
Defining the Case for Support	p. 86
Solicitation Methods Used in Annual Giving	p. 88
Recruiting Volunteer Leaders	p. 88
Working with the Steering Committee	p. 89
Training and Managing Volunteers	p. 89
Using Gift Clubs To Motivate Increased Giving	p. 90
The Annual Campaign Calendar	p. 91
Effective Techniques To Increase Your Annual Campaign	p. 91
Evaluating the Campaign	p. 92
Annual Giving for Associations	p. 92
Using Direct Mail and Telemarketing To Build a Donor Base	p. 94
Using Direct Mail	p. 94
The Donor Acquisition Program-An Investment for the Future	p. 96
Testing and Analyzing Direct Mail Packages	p. 97
Types of Direct Mail Donors	p. 97
Donor Renewal Programs	p. 98
Upgrading Donors	p. 98
Reinstating Lapsed Donors	p. 100
Saying Thank You	p. 100
Trends in Direct Mail Fundraising	p. 101
Using Telemarketing in Fundraising	p. 101
Direct Mail and Telemarketing-A Winning Combination	p. 106
Working with a Telemarketing Company	p. 107
Working with Direct Mail and Telemarketing Consultants	p. 108
Case Study: Direct Mail Acquisition	p. 109
Building an Effective Renewal Program: A Case Study	p. 115
Challenge Fund Letter	p. 117
An IDC Phase I Test PHONE/MAIL Program Case Study	p. 119
Prospect Research	p. 121
Why Research Is Important	p. 121
How To Identify Prospects	p. 122
The Prospect Profile	p. 122
Staffing and Organization of the Research Effort	p. 123
Sources of Information	p. 124
Using Volunteer Screening Committees	p. 124
Public Information	p. 125
Using the Internet	p. 126
Electronic Screening	p. 127
The Role of the Development Officer	p. 128
Other Benefits of Prospect Research for an Organization	p. 128
Ethical Issues and Confidentiality	p. 128
Reference Collections Operated by the Foundation Center	p. 133
Researching Government Grants	p. 134
The Shakespeare Theatre: A Case Study	p. 136
APRA Mission Statement	p. 139
The Use of Personal Solicitation in Major Gift Fundraising	p. 141
The Importance of a Major Gifts Program	p. 141
Elements of a Major Gifts Program	p. 143
In-Depth Evaluation of Prospects	p. 143
How To Get Started	p. 143
Managing the Solicitation Process	p. 145
Why Major Donors Give	p. 145
Getting Involved-What Motivates the New Philanthropists	p. 147
An Investment Model of Giving	p. 147
Venture Philanthropy	p. 147
Ways To Involve and Cultivate Relationships with Prospects	p. 148
The Successful Solicitation-Overcoming the Fear of Asking	p. 148
The Successful Solicitation Visit	p. 149
How To Say Thank You	p. 152
Ways To Recognize Major Donors	p. 152
Stewardship-The Practice That Ensures Future Major Gifts	p. 153
Case Study: Businessman Finds It's Better To Give Back	p. 155
Corporate Fundraising	p. 157
The History of Corporate Philanthropy	p. 157
How and Why Corporations Give	p. 162
Corporate-Private Foundation Partnerships	p. 164
Research-Selecting the Right Corporation for Support	p. 164
Resources for Corporate Grant Information	p. 169
Writing the Corporate Proposal	p. 169
Submitting the Proposal	p. 171
Requests to International Corporations	p. 171
Waiting for the Decision	p. 172
Thanking the Corporate Donor	p. 173
Evaluating the Project	p. 173
Reporting to Corporations on Use of Funds	p. 173
Corporate Matching Gifts	p. 174
Cause-Related Marketing-Doing Well by Doing Good	p. 174
Corporate Sponsorships	p. 176
Noncash Assistance from Corporations	p. 179
Other Forms of Corporate Support	p. 179
Declining Corporate Support because of Mergers and Acquisitions	p. 180
The Future of Corporate Giving	p. 180
Resources for Researching Prospective Corporate Donors	p. 182
Sample Notice of Matching Gift Program	p. 184
Massachusetts Bar Association Policy for Member Benefit Programs	p. 185
Resources for Nonprofit Groups Seeking Donated Products	p. 192
Case Study: Raising Corporate Dollars for the First Time	p. 194
Raising Money from Foundations	p. 197
Definition of a Foundation	p. 197
Types of Foundations	p. 198
Planning an Effective Foundation Relations Program	p. 198
The Solicitation Process	p. 198
The Proposal Process	p. 203
The Proposal Is Accepted	p. 205
The Proposal Is Rejected	p. 206
Trends in Foundation Fundraising	p. 206
Sample Letter of Inquiry	p. 208
Delaware Valley Grantmakers Common Grant Application and Reporting Guidelines	p. 210
Sample Proposal	p. 218
Brief Proposal Letter	p. 223
Special Events-The Fun in Fundraising	p. 225
The Fun in Fundraising	p. 225
The Role of Special Events in Fundraising	p. 227
Cost versus Time of Special Events	p. 228
The Role of Volunteers	p. 228
The Role of Staff	p. 228
Donated Services and Goods	p. 229
How To Select the Best Location	p. 230
How To Budget for a Special Event and Then Manage It	p. 230
Planning the Perfect Event	p. 232
What Must Be Done after the Event Is Over	p. 237
Contracting with Outside Vendors	p. 237
Using an Event Management Group	p. 237
IRS Regulations Regarding Special Events	p. 241
Sample "Hold the Date" Card	p. 243
Case Studies	p. 244
Charitable Contributions-Substantiation and Disclosure Requirements	p. 250
Fundraising Publications	p. 253
The Need for Publications in Development	p. 253
Publications Represent the Organization	p. 257
How To Produce Low-Cost, High-Quality Pieces	p. 257
Use of Consultants in Writing Publications	p. 258
Coordinated Efforts among Departments	p. 261
Sample Fundraising Brochure	p. 262
Sample Capital Campaign Question-and-Answer Brochure	p. 281
Sample Capital Campaign Pledge Form	p. 284
Samples of Special Event Invitation and Reply Cards Providing Specific Information	p. 285
Sample Annual Appeal Response Card	p. 290
Capital Campaigns	p. 291
What Is a Capital Campaign?	p. 291
Rules for Capital Campaigns	p. 292
The Relationship between Capital Campaigns and Annual Campaigns	p. 292
Campaign Readiness	p. 293
The Feasibility Study	p. 295
Developing a Case Statement	p. 296
Campaign Structure and Timetable	p. 298
Methods of Giving to a Campaign	p. 301
Using Commemorative Opportunities To Encourage Gifts and Recognize Donors	p. 302
Campaign Materials	p. 302
Setting up Internal Systems	p. 305
Maintaining Relationships with Leadership Donors	p. 306
What To Do When Campaign Momentum Wanes	p. 306
Campaign Evaluation	p. 307
Case Study: Getting Ready When You Are Not Ready	p. 309
Capital Campaign Phases	p. 311
Campaign Activities Timetable	p. 312
Donor Gift Recognition Opportunities Guide	p. 314
The Basics of Planned Giving	p. 319
Definition of Planned Giving	p. 319
The Steps To Establish a Successful Planned Givng Program	p. 319
Identifying the Best Prospects	p. 321
Marketing Your Planned Giving Program	p. 321
The Role of Volunteers	p. 327
The Bequest Society: The Simplest Way To Begin	p. 327
How Planned Giving Fits into a Major Gifts Program	p. 329
Case Study: The Development of a Planned Giving Program	p. 331
Gift Acceptance Policies and Procedures	p. 333
Association Foundation Fundraising	p. 336
Overview of Association and Foundation Structures	p. 336
The Foundation's Relationship with Its "Parent" Association	p. 337
Trends in Accountability	p. 338
Board Integration	p. 339
Foundation Staffing	p. 339
Core Funding for the Foundation	p. 339
Overview of Financial Resources	p. 339
Fundraising Integration with the Association	p. 341
Types of Fundraising Available to Association Foundations	p. 341
Promotion and Marketing	p. 349
Forging a Future Together	p. 349
Association Foundation Group 1999 Membership Survey	p. 351
Case Study: Should an Association's Dues Increase Take Precedence over the Foundation's Annual Appeal?	p. 356
Sample of an Association's Dues Notice with a Voluntary Contribution Checkoff To Support the Association's Foundation	p. 358
Sample Association Annual Appeal Brochure	p. 359
Sample Sponsorship Opportunities Package	p. 362
Working with Consultants: Hiring and Using Consultants in Your Fundraising Programs	p. 370
Determining the Need for a Consultant	p. 370
What Consultants Can Offer to a Development Operation	p. 371
How To Convince Your Board and Staff To Use a Consultant	p. 371
What To Expect from a Consultant	p. 371
How To Find a Consultant Who Can Work with You	p. 371
How To Hire a Consultant	p. 372
How To Develop Trust with a Consultant	p. 373
Determining the Amount To Pay Consultants	p. 373
The Contract	p. 374
Fees and Expenses	p. 376
Evaluating the Work of a Consultant	p. 376
Employee or Consultant According to the IRS	p. 377
When To Use a Consultant	p. 378
Criteria for Retaining Fundraising Counsel	p. 379
Sample Contract between a Consultant and an Association	p. 380
Fundraising as a Career	p. 382
The Characteristics of a Successful Fundraiser	p. 382
Career Mapping	p. 382
Career Questions for All Disciplines	p. 384
Ethics in Fundraising	p. 385
The Fundraiser as a Donor Steward	p. 386
Growing Career Opportunities	p. 387
Conducting a Job Search	p. 387
The Importance of Networking	p. 388
Certification	p. 389
Education	p. 391
College and University Centers Specializing in the Study of Philanthropy	p. 392
Fundraising and the Law	p. 395
Roles and Responsibilities of Development Professionals	p. 399
Philanthropic-Related Organizations	p. 405
Glossary	p. 408
Bibliography	p. 419
Index	p. 425
About the Authors	p. 437
Table of Contents provided by Ingram. All Rights Reserved.

Men

Women

For You

For Your Car

For Your Home

Holiday

Mascot

Graduation Gifts

General Supplies

School Supplies

Fundraising Basics : A Complete Guide

Rent Textbook

New Textbook

Used Textbook

eTextbook

Summary

Author Biography

Table of Contents

Fundraising Basics : A Complete Guide

Rent Textbook

New Textbook

Used Textbook

eTextbook

How Marketplace Works:

Summary

Author Biography

Table of Contents

Digital License