The Complete Guide to Fundraising Management

 
 
Standards Information Network (Verlag)
  • 4. Auflage
  • |
  • erschienen am 28. Februar 2017
  • |
  • 352 Seiten
 
E-Book | PDF mit Adobe-DRM | Systemvoraussetzungen
978-1-119-28935-7 (ISBN)
 
The real-world guide to successfully funding your nonprofit program
The Complete Guide to Fundraising Management is the comprehensive handbook for successful fundraising, with a practical focus that applies across the nonprofit sector. With a focus on planning, self-assessment, continual improvement, and high-payoff strategies, this book provides more than just ideas--it shows you the concrete, real-world actions that make it all happen, and gives you the tools you need to bring these concepts to life. This new fourth edition features the latest information about social media campaigning, internet fundraising, crowdfunding, and more. Timelines, checklists, and forms help you streamline management tasks to focus on effective development, and updated sample reports and budget information help you begin implementing these approaches quickly.
The nonprofit world is becoming increasingly competitive in terms of funding, and fundraisers are being asked to perform miracles more than ever before. This book offers a time-tested framework for fundraising success, with step-by-step guidance through the entire process from prospect to program.
* Understand and apply the major principles and best practices of fundraising
* Manage information, resources, development, and volunteers
* Adopt new approaches to relationship-building and prospect identification
* Write grants and fundraising materials that make a rock-solid case for support
There is never enough funding to go around. To survive and thrive, nonprofits must revitalize interest and generate more support. Gone are the days of door-knocking and bake sales; strategy is critical, and execution must be top-notch. The Complete Guide to Fundraising Management shows you the real-world strategies that get your programs funded.
4. Auflage
  • Englisch
  • New York
  • |
  • USA
John Wiley & Sons Inc
  • Für Beruf und Forschung
  • Überarbeitete Ausgabe
  • 7,18 MB
978-1-119-28935-7 (9781119289357)
weitere Ausgaben werden ermittelt
STANLEY WEINSTEIN, ACFRE, EMBA, retired as president of Stanley Weinstein & Co. Over forty-five years, he distinguished himself as a consultant, teacher, and author. He is founding director of Best Chance, a nonprofit organization assisting people released from prison.
PAMELA BARDEN, DBA, CFRE, is a distinguished instructor for UCLA Extension, adjunct professor at University of La Verne, a monthly contributor to npENGAGE, and a weekly columnist for NonprofitPRO.
1 - The Complete Guide to Fundraising Management [Seite 1]
2 - Contents [Seite 11]
3 - Foreword to the Fourth Edition [Seite 15]
3.1 - Foreword to the Third Edition [Seite 16]
4 - Preface [Seite 19]
4.1 - A Note about the Website [Seite 21]
5 - Chapter 1: Five Major Fundraising Principles [Seite 23]
5.1 - People Give to People to Help People [Seite 23]
5.2 - People Give Relative to Their Means [Seite 24]
5.3 - Those Closest Must Set the Pace [Seite 25]
5.4 - Successful Fundraising [Seite 25]
5.5 - The 80/20 Rule Is Becoming the 90/10 Rule [Seite 26]
5.6 - The Need for Balance [Seite 27]
6 - Chapter 2: Your Organization and the Nonprofit World [Seite 29]
6.1 - An Overview of the Sector-Broad Range of Services [Seite 29]
6.1.1 - Economic Impact [Seite 30]
6.1.2 - Voluntary Support [Seite 30]
6.2 - Opportunities and Challenges [Seite 30]
6.3 - Working Together [Seite 31]
6.4 - Importance of Strategic Management [Seite 32]
6.4.1 - Strategic Management Process [Seite 33]
6.5 - Be Sure Your Institution Is Worthy of Support [Seite 34]
7 - Chapter 3: Managing the Resource Development Function [Seite 39]
7.1 - Analysis and Planning [Seite 39]
7.2 - Effectiveness: Doing the Right Things [Seite 43]
7.3 - Efficiency: Doing Things Right [Seite 45]
7.4 - Budgets and Financial Resources [Seite 47]
7.4.1 - The Fundraising Budget [Seite 48]
7.5 - Setting Fundraising Goals [Seite 52]
7.5.1 - Cost Effectiveness of Various Fundraising Strategies [Seite 55]
7.5.2 - Monitoring the Budget [Seite 56]
7.6 - Fundraising Modes [Seite 58]
7.6.1 - The Annual Fund Drive [Seite 59]
7.6.2 - The Capital and Endowment Campaign [Seite 60]
7.6.3 - Special Project Support [Seite 61]
7.6.4 - Hybrid Models [Seite 61]
7.6.5 - Annual and Capital Campaigns [Seite 62]
7.6.6 - Annual Fund and Special Project Support [Seite 63]
7.6.7 - The Comprehensive Approach [Seite 64]
7.7 - Special Issues Related to Small and Large Operations [Seite 64]
7.8 - Ethics [Seite 67]
7.9 - Evaluation [Seite 71]
8 - Chapter 4: The Case for Support and Fundraising Materials [Seite 73]
8.1 - The Case Statement [Seite 73]
8.2 - The Comprehensive Formal Case Statement [Seite 74]
8.3 - The Case Statement Process [Seite 76]
8.4 - Market- and Situation-Specific Case Statements [Seite 77]
8.5 - Presentations and Presentation Materials [Seite 77]
8.5.1 - Printed Materials [Seite 77]
8.5.2 - DVDs [Seite 78]
8.5.3 - Group Presentation Techniques [Seite 81]
9 - Chapter 5: Managing Information [Seite 83]
9.1 - Record Keeping [Seite 84]
9.2 - Supporting Fundraising Strategies [Seite 84]
9.3 - Acknowledgments [Seite 85]
9.4 - Reports [Seite 86]
9.4.1 - Scorekeeping Reports [Seite 86]
9.4.2 - Attention-Directing Reports [Seite 86]
9.4.3 - Problem-Solving Reports [Seite 88]
9.5 - Targeted Communications [Seite 88]
9.6 - The System [Seite 95]
9.7 - Establishing the Information System [Seite 96]
9.7.1 - New Database Purchase [Seite 97]
9.7.2 - Procedures, Entry, and Reporting [Seite 97]
9.7.3 - Integrity of Data [Seite 98]
9.8 - File Systems and Procedures [Seite 99]
10 - Chapter 6: Prospect Identification, Research, and Segmentation [Seite 101]
10.1 - The Best Prospects [Seite 102]
10.1.1 - Constituents [Seite 102]
10.1.2 - Current and Former Board Members [Seite 102]
10.1.3 - Key Volunteers [Seite 102]
10.1.4 - Staff [Seite 103]
10.1.5 - Current Donors [Seite 103]
10.1.6 - Lapsed Donors [Seite 103]
10.1.7 - Vendors [Seite 104]
10.1.8 - Those Generous to Similar Organizations [Seite 104]
10.1.9 - Affluent Individuals with Whom Someone in the Organization Has a Peer Relationship [Seite 104]
10.2 - Prospect Research [Seite 105]
10.3 - Prospect Ratings and Evaluations [Seite 106]
10.3.1 - Determining the ``Ideal´´ Volunteer Solicitor [Seite 110]
10.3.2 - Determining the Capacity to Give [Seite 112]
10.3.3 - Determining the Request Amount [Seite 114]
10.4 - Know the Prospective Donor as a Person [Seite 116]
11 - Chapter 7: Nurturing Relationships [Seite 119]
11.1 - Friend-Raising Activities [Seite 119]
11.1.1 - Newsletters and General Mailings [Seite 119]
11.1.2 - Emails and E-newsletters [Seite 120]
11.1.3 - Telephone Calls [Seite 120]
11.1.4 - Highly Personalized Mailings That Do Not Request Funds [Seite 120]
11.1.5 - Invitations to Tour the Nonprofit Organization's Facilities [Seite 121]
11.1.6 - Social and Informative Gatherings [Seite 121]
11.1.7 - Breakfasts and Luncheons [Seite 124]
11.1.8 - Focus Groups [Seite 124]
11.1.9 - Invitations to the Annual Meeting [Seite 124]
11.1.10 - Individualized Strategies [Seite 125]
11.1.11 - Publish Names and Photographs of Donors and Potential Donors [Seite 125]
11.1.12 - Prompt and Generous Acknowledgment of Every Contribution [Seite 125]
11.1.13 - A Host of Other Personalized, Genuine Contacts [Seite 126]
11.1.14 - Relationship-Building Activities Must Be Scheduled and Monitored [Seite 126]
11.2 - Moves Management-Cultivating Real Relationships [Seite 127]
11.3 - Donor Acknowledgment [Seite 127]
11.4 - Four Parts of an Acknowledgment Program [Seite 132]
11.4.1 - Donor Recognition [Seite 132]
11.4.2 - Donor Benefits [Seite 133]
11.4.3 - Permanent Recognition [Seite 134]
11.4.4 - Involvement Opportunities [Seite 135]
12 - Chapter 8: Major Gift Fundraising [Seite 137]
12.1 - When Major Gift Strategies Are Appropriate [Seite 138]
12.1.1 - Sponsorships [Seite 138]
12.1.2 - Funds for Special Projects from Individuals or Corporations [Seite 138]
12.1.3 - Pacesetting Repeatable Contributions for Operations [Seite 138]
12.1.4 - Capital and Endowment Campaigns [Seite 139]
12.2 - Preparing for a Major Gift Initiative [Seite 139]
12.2.1 - Research, Ratings, and Solicitor Assignments [Seite 139]
12.2.2 - Solicitation Timing [Seite 140]
12.2.3 - Materials Preparation [Seite 143]
12.2.4 - Solicitor Makes Financial Commitment [Seite 147]
12.2.5 - Getting the Appointment [Seite 148]
12.3 - The Solicitation Interview (How to Ask for a Major Gift) [Seite 149]
12.3.1 - Build Rapport [Seite 149]
12.3.2 - State the Case for Support [Seite 149]
12.3.3 - Encourage Involvement [Seite 150]
12.3.4 - Summarize Benefits and Close [Seite 152]
12.3.5 - Be Quiet [Seite 154]
12.3.6 - Respond Appropriately [Seite 155]
12.4 - After the Solicitation [Seite 156]
12.5 - Solicitation Training and Role-Playing [Seite 156]
13 - Chapter 9: Direct Response: Mail and Online [Seite 159]
13.1 - Acquisition Mailings [Seite 160]
13.2 - Renew and Upgrade [Seite 163]
13.3 - Lapsed Donors [Seite 165]
13.4 - Public Relations and Information [Seite 166]
13.5 - Frequency [Seite 167]
13.6 - Ensuring Success [Seite 168]
13.7 - Elements of the Appeal Package [Seite 169]
13.7.1 - Outside Envelope [Seite 169]
13.7.2 - Appeal Letter [Seite 170]
13.7.3 - Response Device [Seite 172]
13.7.4 - Return Envelope [Seite 175]
13.7.5 - Additional Possible Enclosures [Seite 176]
13.8 - Mail Lists [Seite 177]
13.8.1 - In-House List [Seite 178]
13.8.2 - Lists Provided by Supporters or Otherwise Made Available [Seite 178]
13.8.3 - Lists Rented from List Brokers [Seite 179]
13.8.4 - List Exchanges [Seite 180]
13.9 - Mail Preparation: What to Do In-House [Seite 181]
13.9.1 - Post Office [Seite 183]
13.9.2 - Email Appeals [Seite 184]
13.10 - Social Media and Text-to-Give [Seite 185]
13.11 - Newsletters-Print and Electronic-as Part of the Direct Response Program [Seite 186]
13.12 - Websites [Seite 188]
14 - Chapter 10: Telemarketing as a Relationship Building Tool [Seite 191]
14.1 - The Law and Telephone Solicitation [Seite 191]
14.2 - Volunteer Phone-a-Thon [Seite 192]
14.3 - Volunteer Phone-a-Thon Overview [Seite 193]
14.4 - Volunteer Recruitment [Seite 194]
14.5 - Orientation [Seite 195]
14.6 - Managing the Process [Seite 199]
14.7 - Phone and Mail Campaign Coordination [Seite 201]
14.8 - Ad-Hoc Volunteer Calls [Seite 201]
14.9 - Professional Telephone Solicitation Campaigns [Seite 202]
15 - Chapter 11: Special Event Fundraising, Cause-Related Marketing, and Crowdfunding [Seite 205]
15.1 - Special Events: Choosing the Event [Seite 206]
15.2 - Implementing the Event [Seite 208]
15.3 - Cause-Related Marketing [Seite 211]
15.4 - Crowdfunding [Seite 212]
16 - Chapter 12: Grants [Seite 215]
16.1 - What Is a Grant? [Seite 215]
16.2 - Government Grants and Contracts [Seite 216]
16.3 - Foundations [Seite 217]
16.4 - Foundation Research [Seite 218]
16.5 - Project Development [Seite 219]
16.6 - The Application [Seite 220]
16.7 - Acknowledgment and Reporting Requirements [Seite 223]
16.8 - Donor-Advised Funds [Seite 223]
17 - Chapter 13: Planned Giving [Seite 225]
17.1 - Defining Planned Giving [Seite 225]
17.2 - Importance of Planned Giving [Seite 225]
17.3 - Charitable Gift Instruments-Ways of Giving [Seite 226]
17.3.1 - Current Gifts [Seite 226]
17.3.2 - Bequests [Seite 227]
17.3.3 - Charitable Gift Annuities [Seite 228]
17.3.4 - Charitable Remainder Trusts [Seite 230]
17.3.5 - Charitable Remainder Unitrusts [Seite 230]
17.3.6 - Charitable Remainder Annuity Trusts [Seite 232]
17.3.7 - Wealth Replacement Trusts [Seite 233]
17.3.8 - Gifts of Real Estate [Seite 234]
17.3.9 - Gifts of Life Insurance [Seite 235]
17.4 - Donor Education and the Planned-Giving Program [Seite 235]
17.4.1 - The Board's Role and Buy-In [Seite 235]
17.4.2 - Planned-Giving Committee [Seite 236]
17.4.3 - Seminars [Seite 237]
17.4.4 - Print Materials and Publications [Seite 238]
17.4.5 - Importance of Personal Contact [Seite 241]
17.5 - Endowment Fund [Seite 241]
17.6 - Sample Marketing Plan for Charitable Gift Annuities [Seite 242]
17.6.1 - Initial Activities [Seite 242]
17.6.2 - Response to Inquiry [Seite 244]
17.6.3 - Completion of Gift [Seite 244]
17.6.4 - Follow-Up [Seite 245]
17.7 - Planned-Giving Societies [Seite 246]
18 - Chapter 14: Capital and Endowment Campaigns [Seite 247]
18.1 - Requirements for a Successful Campaign [Seite 247]
18.2 - Chronological Steps for Success [Seite 252]
18.2.1 - Prestudy Phase [Seite 252]
18.2.2 - Planning Study [Seite 256]
18.2.3 - Advancement (``Quiet´´) Phase [Seite 259]
18.2.4 - Intermediate Phase [Seite 262]
18.2.5 - Public Phase [Seite 262]
18.2.6 - Follow-Up [Seite 263]
18.3 - Building Endowments [Seite 264]
18.4 - Institutional Differences [Seite 267]
18.4.1 - Churches, Synagogues, and Houses of Worship [Seite 267]
18.4.2 - Hospitals [Seite 268]
18.4.3 - Universities [Seite 268]
18.4.4 - Community and Online Colleges [Seite 269]
18.4.5 - Private Schools [Seite 270]
18.4.6 - Arts Institutions [Seite 270]
18.4.7 - Social Service and Youth Groups [Seite 270]
18.5 - Campaign Organization and Structure [Seite 271]
19 - Chapter 15: Human Resources [Seite 275]
19.1 - The Board of Directors [Seite 275]
19.1.1 - Ideal Characteristics [Seite 276]
19.1.2 - The Nominating Process [Seite 279]
19.1.3 - Recruitment [Seite 283]
19.1.4 - Motivation and Involvement [Seite 284]
19.1.5 - Board and Staff Retreats [Seite 286]
19.2 - The Resource Development Staff [Seite 293]
19.2.1 - Organization and Growth [Seite 295]
19.2.2 - The Search Process [Seite 296]
19.2.3 - Retention and Maturation [Seite 299]
19.3 - Volunteers [Seite 300]
19.3.1 - Roles [Seite 301]
19.3.2 - Recruitment and Retention [Seite 302]
19.4 - Working with Consultants [Seite 303]
19.4.1 - Selection and Contracting [Seite 305]
19.4.2 - Implementing Recommendations [Seite 309]
20 - Chapter 16: Successful Fundraising in Large and Small Nonprofits [Seite 311]
20.1 - What Every Fundraiser Should Monitor [Seite 312]
20.2 - Decision Making [Seite 326]
20.3 - Small Shop Fundraising [Seite 327]
20.4 - The Job-and the Joy-of Fundraising [Seite 328]
21 - About the Authors [Seite 331]
22 - Acknowledgments [Seite 333]
23 - Index [Seite 335]
24 - End User License Agreement [Seite 349]

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