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The complete guide to fundraising management / Stanley Weinstein, Pamela Barden.
Author
Weinstein, Stanley, 1943-
[Browse]
Format
Book
Language
English
Εdition
Fourth edition.
Published/Created
Hoboken, New Jersey : Wiley, 2017.
©2017
Description
1 online resource (349 pages)
Details
Subject(s)
Fund raising
—
United States
—
Management
[Browse]
Nonprofit organizations
—
United States
—
Finance
—
Management
[Browse]
Author
Barden, Pamela
[Browse]
Series
THEi Wiley ebooks.
[More in this series]
Summary note
"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"-- Provided by publisher.
"The Complete Guide to Fundraising Management focuses on planning, self-assessment, continual improvement and high payoff cost effective fundraising strategies"-- Provided by publisher.
Notes
Includes index.
System details
Access using campus network via VPN at home (THEi Users Only).
Source of description
Description based on print version record.
Contents
The Complete Guide to Fundraising Management
Contents
Foreword to the Fourth Edition
Foreword to the Third Edition
Preface
A Note about the Website
Chapter 1: Five Major Fundraising Principles
People Give to People to Help People
People Give Relative to Their Means
Those Closest Must Set the Pace
Successful Fundraising
The 80/20 Rule Is Becoming the 90/10 Rule
The Need for Balance
Chapter 2: Your Organization and the Nonprofit World
An Overview of the Sector-Broad Range of Services
Economic Impact
Voluntary Support
Opportunities and Challenges
Working Together
Importance of Strategic Management
Strategic Management Process
Be Sure Your Institution Is Worthy of Support
Chapter 3: Managing the Resource Development Function
Analysis and Planning
Effectiveness: Doing the Right Things
Efficiency: Doing Things Right
Budgets and Financial Resources
The Fundraising Budget
Setting Fundraising Goals
Cost Effectiveness of Various Fundraising Strategies
Monitoring the Budget
Fundraising Modes
The Annual Fund Drive
The Capital and Endowment Campaign
Special Project Support
Hybrid Models
Annual and Capital Campaigns
Annual Fund and Special Project Support
The Comprehensive Approach
Special Issues Related to Small and Large Operations
Ethics
Evaluation
Chapter 4: The Case for Support and Fundraising Materials
The Case Statement
The Comprehensive Formal Case Statement
The Case Statement Process
Market- and Situation-Specific Case Statements
Presentations and Presentation Materials
Printed Materials
DVDs
Group Presentation Techniques
Chapter 5: Managing Information
Record Keeping
Supporting Fundraising Strategies
Acknowledgments
Reports
Scorekeeping Reports
Attention-Directing Reports.
Problem-Solving Reports
Targeted Communications
The System
Establishing the Information System
New Database Purchase
Procedures, Entry, and Reporting
Integrity of Data
File Systems and Procedures
Chapter 6: Prospect Identification, Research, and Segmentation
The Best Prospects
Constituents
Current and Former Board Members
Key Volunteers
Staff
Current Donors
Lapsed Donors
Vendors
Those Generous to Similar Organizations
Affluent Individuals with Whom Someone in the Organization Has a Peer Relationship
Prospect Research
Prospect Ratings and Evaluations
Determining the ``Ideal´´ Volunteer Solicitor
Determining the Capacity to Give
Determining the Request Amount
Know the Prospective Donor as a Person
Chapter 7: Nurturing Relationships
Friend-Raising Activities
Newsletters and General Mailings
Emails and E-newsletters
Telephone Calls
Highly Personalized Mailings That Do Not Request Funds
Invitations to Tour the Nonprofit Organization's Facilities
Social and Informative Gatherings
Breakfasts and Luncheons
Focus Groups
Invitations to the Annual Meeting
Individualized Strategies
Publish Names and Photographs of Donors and Potential Donors
Prompt and Generous Acknowledgment of Every Contribution
A Host of Other Personalized, Genuine Contacts
Relationship-Building Activities Must Be Scheduled and Monitored
Moves Management-Cultivating Real Relationships
Donor Acknowledgment
Four Parts of an Acknowledgment Program
Donor Recognition
Donor Benefits
Permanent Recognition
Involvement Opportunities
Chapter 8: Major Gift Fundraising
When Major Gift Strategies Are Appropriate
Sponsorships
Funds for Special Projects from Individuals or Corporations
Pacesetting Repeatable Contributions for Operations.
Capital and Endowment Campaigns
Preparing for a Major Gift Initiative
Research, Ratings, and Solicitor Assignments
Solicitation Timing
Materials Preparation
Solicitor Makes Financial Commitment
Getting the Appointment
The Solicitation Interview (How to Ask for a Major Gift)
Build Rapport
State the Case for Support
Encourage Involvement
Summarize Benefits and Close
Be Quiet
Respond Appropriately
After the Solicitation
Solicitation Training and Role-Playing
Chapter 9: Direct Response: Mail and Online
Acquisition Mailings
Renew and Upgrade
Public Relations and Information
Frequency
Ensuring Success
Elements of the Appeal Package
Outside Envelope
Appeal Letter
Response Device
Return Envelope
Additional Possible Enclosures
Mail Lists
In-House List
Lists Provided by Supporters or Otherwise Made Available
Lists Rented from List Brokers
List Exchanges
Mail Preparation: What to Do In-House
What to Do with a Mail House
Post Office
Email Appeals
Social Media and Text-to-Give
Newsletters-Print and Electronic-as Part of the Direct Response Program
Websites
Chapter 10: Telemarketing as a Relationship Building Tool
The Law and Telephone Solicitation
Volunteer Phone-a-Thon
Volunteer Phone-a-Thon Overview
Volunteer Recruitment
Orientation
Managing the Process
Phone and Mail Campaign Coordination
Ad-Hoc Volunteer Calls
Professional Telephone Solicitation Campaigns
Chapter 11: Special Event Fundraising, Cause-Related Marketing, and Crowdfunding
Special Events: Choosing the Event
Implementing the Event
Cause-Related Marketing
Crowdfunding
Chapter 12: Grants
What Is a Grant?
Government Grants and Contracts
Foundations
Foundation Research
Project Development
The Application.
Acknowledgment and Reporting Requirements
Donor-Advised Funds
Chapter 13: Planned Giving
Defining Planned Giving
Importance of Planned Giving
Charitable Gift Instruments-Ways of Giving
Current Gifts
Bequests
Charitable Gift Annuities
Charitable Remainder Trusts
Charitable Remainder Unitrusts
Charitable Remainder Annuity Trusts
Wealth Replacement Trusts
Gifts of Real Estate
Gifts of Life Insurance
Donor Education and the Planned-Giving Program
The Board's Role and Buy-In
Planned-Giving Committee
Seminars
Print Materials and Publications
Importance of Personal Contact
Endowment Fund
Sample Marketing Plan for Charitable Gift Annuities
Initial Activities
Response to Inquiry
Completion of Gift
Follow-Up
Planned-Giving Societies
Chapter 14: Capital and Endowment Campaigns
Requirements for a Successful Campaign
Chronological Steps for Success
Prestudy Phase
Planning Study
Advancement (``Quiet´´) Phase
Intermediate Phase
Public Phase
Building Endowments
Institutional Differences
Churches, Synagogues, and Houses of Worship
Hospitals
Universities
Community and Online Colleges
Private Schools
Arts Institutions
Social Service and Youth Groups
Campaign Organization and Structure
Chapter 15: Human Resources
The Board of Directors
Ideal Characteristics
The Nominating Process
Recruitment
Motivation and Involvement
Board and Staff Retreats
The Resource Development Staff
Organization and Growth
The Search Process
Retention and Maturation
Volunteers
Roles
Recruitment and Retention
Working with Consultants
Selection and Contracting
Implementing Recommendations
Chapter 16: Successful Fundraising in Large and Small Nonprofits
What Every Fundraiser Should Monitor.
Decision Making
Small Shop Fundraising
The Job-and the Joy-of Fundraising
About the Authors
Index
End User License Agreement.
Show 241 more Contents items
ISBN
9781119289364
111928936X
9781119289371
1119289378
OCLC
974642350
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The complete guide to fundraising management / Stanley Weinstein, ACFRE, EMBA, Pamela Barden, DBA, CFRE.
id
99101763093506421