Conducting a Successful Major Gifts and Planned Giving Program

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Author :
Publisher : Jossey-Bass
ISBN 13 :
Total Pages : 584 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis Conducting a Successful Major Gifts and Planned Giving Program by : Kent E. Dove

Download or read book Conducting a Successful Major Gifts and Planned Giving Program written by Kent E. Dove and published by Jossey-Bass. This book was released on 2002-03-18 with total page 584 pages. Available in PDF, EPUB and Kindle. Book excerpt: Conducting a Successful Major Gifts and Planned Giving Program— the fifth volume in the groundbreaking Dove on Fundraising Series—is a complete guide to establishing and sustaining a major gifts and planned giving program in a nonprofit organization. Written by master fundraiser Kent E. Dove and coauthors Alan M. Spears and Thomas W. Herbert, this essential resource includes the information needed to build a viable major gifts and planning giving program and offers a clear understanding of the law as it pertains to a variety of planned giving. The authors address the full spectrum of major gifts and planned giving principles, including research, cultivation, solicitation, and stewardship. Conducting a Successful Major Gifts and Planned Giving Program describes how to involve a governing board in the program and craft a gift acceptance policy. It also outlines how to manage the program, develop a budget, set goals, define what resources are needed, and determine when to use consultants. Conducting a Successful Major Gifts and Planned Giving Program also includes a resource section that contains a wealth of illustrative real-world examples.

Developing an Effective Major Gift Program

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Author :
Publisher :
ISBN 13 :
Total Pages : 156 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis Developing an Effective Major Gift Program by : Roy Muir

Download or read book Developing an Effective Major Gift Program written by Roy Muir and published by . This book was released on 1993 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: This publication contains 15 papers concerned with the establishment at colleges and universities of new major gift programs or the improvement of existing programs. The papers, all by development professionals in higher education, are as follows: (1) "An Introduction to the Major Gift Process" (Jon Cosovich); (2) "Strategic Management of a Major Gift Program" (David R. Dunlop); (3) "Developing Major Gift Staff" (Carol L. O'Brien); (4) "Setting Guidelines: Assessing and Directing Major Gift Staff for Optimal Results" (Don Myers); (5) "Prospect Research: Key Methods for Discovering and Targeting Donors" (John Gliha); (6) "Prospect Management: Tracking and Coordinating Information" (Carole W. Karsch); (7) "Prospect Identification and Assessment: Using Prospect Meetings and Peer Review" (Linda J. Marks); (8) "Using Volunteers in the Major Gift Program" (David G. Pond); (9) "Narrowing the Major Gift Market: Principal Gifts" (William F. Dailey, Lucretia L. Martin, and Dennis J. Caplis); (10) "An Effective Model of Principal Gift Program" (William H. Boardman Jr.); (11) "Developing Prospect Strategies" (Marjorie E. Millar); (12) "Factors of Engagement: Using Volunteer Committees and Special Events to Cultivate Donors" (Charlotte B. Heartt); (13) "Asking for Major Gifts" (A. H. "Bud" Edwards and William Outhouse); (14) "Major Gift Case Studies" (James W. Osterholt and Roger A. Meyer); (15) "Stewardship of Major Donors" (William R. Haden). Includes a bibliography of major donor research resources. (JB)

Major Gift Fundraising for Small Shops

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Author :
Publisher :
ISBN 13 : 9781938077562
Total Pages : 170 pages
Book Rating : 4.0/5 (775 download)

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Book Synopsis Major Gift Fundraising for Small Shops by : Amy Eisenstein

Download or read book Major Gift Fundraising for Small Shops written by Amy Eisenstein and published by . This book was released on 2014-02 with total page 170 pages. Available in PDF, EPUB and Kindle. Book excerpt: Amy Eisenstein guides you, in only five hours a week, to safely and surely meet the challenges of getting your organization ready for major gift fundraising, all the way up to that all-important ask--and beyond. If you've been in fundraising for any length of time, you've no doubt heard of the "90/10 Rule." In its simplest terms, it means that 90 percent of the funding comes from 10 percent of our donors. Yet far too often, the majority of our time is spent focused on low-yield fundraising activities, such as events. Amy argues that the key to successful long-term, sustainable fundraising lies in dramatically increasing your fundraising income from individual donors. And savvy fundraisers will do well to heed her advice. But how can you get started? With Amy at the helm, guiding you in developing your organization's major gifts program, you'll find it's absolutely doable. Amy doesn't pull any punches. She makes it clear, if you're going to succeed in major gifts, that everyone will need to be on board and that effective and consistent fundraising training is a must. It's a commitment. Throughout the book, she explains key fundraising concepts, the difference between major gifts and capital campaigns, how to determine exactly what constitutes a major gift for your organization, the importance of gift acceptance policies, job responsibilities for your major gift team, the role of online fundraising in major gifts fundraising, the role of direct mail, maintaining your database, and more. In short, she cuts to the chase to show you that major gift fundraising is something that, yes, you can do. It just takes focus and Amy's know-how, marvelously outlined within these pages. Part One-- You Can Raise Major Gifts in Only Five Hours per Week! Chapter One: The Secret to Successful Fundraising: Creating a Culture of Philanthropy and Professionalism at Your Organization Chapter Two: Creating Your Strategy Chapter Three: The Secret Weapon of Major Gifts: Engaging Your Board Chapter Four: Creating an Army of Advocates and the Role of Social Media Chapter Five: What Does Bulk Mail Have to Do with Major Gifts? Part Two-- Are You Ready to Ask for a Major Gift? Preparing to Ask Chapter Six: Who Will You Ask for Major Gifts? Chapter Seven: Researching Your Prospects: The Fine Line between Professional and Creepy Chapter Eight: The Art and Science of Getting a Meeting: How to Meet With People You Know--and with People You Don't Chapter Nine: How to Build Deeper Relationships with Major Gift Prospects Part Three-- The Moment of Truth: Asking and Beyond Chapter Ten: Get Ready to Ask Chapter Eleven: The Moment of Truth (Time to Ask) Chapter Twelve: More Than Simply Thank You Part Four-- Taking Your Organization to the Next Level Chapter Thirteen: Considering a Capital Campaign? Chapter Fourteen: Can a Small Shop Really Do Planned Giving? Chapter Fifteen: Moving on Up: Taking Your Organization to the Next Level

Developing Major Gifts

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Author :
Publisher : Jones & Bartlett Learning
ISBN 13 : 9780834218291
Total Pages : 262 pages
Book Rating : 4.2/5 (182 download)

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Book Synopsis Developing Major Gifts by : Laura Fredricks

Download or read book Developing Major Gifts written by Laura Fredricks and published by Jones & Bartlett Learning. This book was released on 2001 with total page 262 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book has the insightful and cost-effective techniques you can use today that will deliver tremendous returns for years to come.

Establishing a Successful Major Gifts Program

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Publisher :
ISBN 13 :
Total Pages : 94 pages
Book Rating : 4.:/5 (15 download)

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Book Synopsis Establishing a Successful Major Gifts Program by : Rebecca L. Machamer

Download or read book Establishing a Successful Major Gifts Program written by Rebecca L. Machamer and published by . This book was released on 2018 with total page 94 pages. Available in PDF, EPUB and Kindle. Book excerpt: A high performing individual and major gifts program is critical to the success of every nonprofit. While major gift fundraising has been in practice for many centuries, the academic research around this topic is relatively young. What do the experts and researchers say are the most effective components of major gift fundraising? How is a successful major gifts program established? This paper provides a synopsis and analysis of research and best practices in major gift fundraising and outlines five essential steps to implementing a successful program in a mid-size nonprofit fundraising department.

Nonprofit Essentials

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Publisher : John Wiley & Sons
ISBN 13 : 1118428986
Total Pages : 168 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis Nonprofit Essentials by : Julia I. Walker

Download or read book Nonprofit Essentials written by Julia I. Walker and published by John Wiley & Sons. This book was released on 2012-06-25 with total page 168 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Major gifts are at the heart of any coordinated, successful fundraising effort. Julie Walker shows you how to do it all-- find the prospects, staff the program, and ask for the money. The sidebar stories and real-world examples sprinkled throughout the book are entertaining, yet still make a point. I would buy it for the advice and keep it for the anecdotes." --Duris Holmes, Chairman of the Board Benjamin Franklin High School New Orleans, Louisiana Part of the AFP/Wiley Fund Development Series, Nonprofit Essentials: Major Gifts is a professional guide to major gift fundraising, concisely presented in a format that is accessible, lively, and easy-to-read. With in-depth advice from experienced fundraiser Julia Walker, this book takes the reader from the early stages of establishing a program through the core elements of all major gift programs: identifying and rating prospects; preparing the case; training volunteers; cultivating donors; making the ask; and providing recognition and stewardship for the gift. Its nuts-and-bolts presentation focuses on how to create a prospect-centered program that develops the capacity to engage and solicit donors, effectively based on their unique interests and needs.

Capital Campaigns: Strategies that Work

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Publisher : Jones & Bartlett Publishers
ISBN 13 : 1449684815
Total Pages : 439 pages
Book Rating : 4.4/5 (496 download)

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Book Synopsis Capital Campaigns: Strategies that Work by : Andrea Kihlstedt

Download or read book Capital Campaigns: Strategies that Work written by Andrea Kihlstedt and published by Jones & Bartlett Publishers. This book was released on 2009-02-06 with total page 439 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the best selling books in its series, Capital Campaigns: Strategies that Work, Third Edition has served as a guide for campaigns of all sizes and configurations from small start-ups to colleges and universities. This book is a practical, hands-on guide to capital campaigns. It covers the field in its entirety and provides a useful, friendly, well-organized resource for novices and experienced professionals alike. Now in its third edition, Capital Campaigns: Strategies that Work, Third Edition has become a standard reference on this topic. It outlines step by step what you need to know to conduct a capital campaign and gets the point across with real life stories about campaigns. Charts, check-lists, timetables, budgets, and worksheets provide formats and samples that the reader can use or adapt for her campaign. This reference has also been updated to reflect the most recent trends in capital campaigns and now includes a CD-ROM full of reference material.

Developing a Major Gift Program at the Local Level of the American Cancer Society

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Author :
Publisher :
ISBN 13 :
Total Pages : 194 pages
Book Rating : 4.:/5 (31 download)

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Book Synopsis Developing a Major Gift Program at the Local Level of the American Cancer Society by : Bette A. Forberg

Download or read book Developing a Major Gift Program at the Local Level of the American Cancer Society written by Bette A. Forberg and published by . This book was released on 1994 with total page 194 pages. Available in PDF, EPUB and Kindle. Book excerpt: The purpose of this study was to develop an effective model for local units of the American Cancer Society to use in identifying and soliciting prospective major gift donors. A literature review identified ten components which are normally part of a successful major gifts program. Interviews of executive directors of other nonprofit organizations were conducted, and these determined that when an organization's major gift program contains the ten components, it is more successful in obtaining major gift donations. District representatives with fund raising responsibilities for the Minnesota Division of the American Cancer Society were surveyed to determine their experience with and attitude toward major gift programs.

Fired-Up Fundraising

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Publisher : John Wiley & Sons
ISBN 13 : 9780470116630
Total Pages : 0 pages
Book Rating : 4.1/5 (166 download)

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Book Synopsis Fired-Up Fundraising by : Gail A. Perry

Download or read book Fired-Up Fundraising written by Gail A. Perry and published by John Wiley & Sons. This book was released on 2007-03-23 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for Fired-Up Fundraising: Turn Board Passion into Action "Fired-Up Fundraising is honest, realistic, practical, and inspiring. It transforms the whole concept of fundraising from obligation and drudgery into passion and fun. Every CEO, development director, development consultant, and board chair needs to have and use this book." —Charles F. (Chic) Dambach President and CEO, Alliance for Peacebuilding Former Senior Consultant, BoardSource "A breakthrough! Fired-Up Fundraising takes the mystery out of engaging your board in the ongoing work of fundraising. In this well-organized little book, Gail Perry lays out a commonsense, four-step process that will fire up your board and help you meet your fundraising goals, year after year." —Mal Warwick author of How to Write Successful Fundraising Letters "Fired-Up Fundraising: Turn Board Passion into Action is by far the best book I have ever read on how to involve board members in the entire process of fundraising, from identifying prospects, cultivating them, and finally making 'the ask.' Just as important, it is an invaluable guide on how to select, enlist, train and especially inspire board members so they take ownership of their institutions. Every nonprofit CEO and development officer should read this book." —Robert L. Gale President Emeritus, Association of Governing Boards of Universities and Colleges and founder of BoardSource (formerly known as the National Center for Nonprofit Boards) "This is the book for which EVERY nonprofit chief executive has been yearning since time immemorial. Every nonprofit needs money to survive and thrive, and every nonprofit has a board of trustees to help raise it, but few nonprofits come anywhere near using their boards to maximum benefit. Fired-Up Fundraising, a reader-friendly, realistic, and practical playbook written by a richly experienced, highly literate fundraiser turned consultant, takes readers by the hand and leads them step-by-step through eminently doable ways of inspiring the greatest possible engagement of-and return from-their trustees. It will instantly become the gold-standard guide for building successful boards." —Joel Fleishman Professor of Law and Public Policy and Director, The Foundation Research Program, Duke University

Fundraising Principles and Practice

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119196493
Total Pages : 757 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Fundraising Principles and Practice by : Adrian Sargeant

Download or read book Fundraising Principles and Practice written by Adrian Sargeant and published by John Wiley & Sons. This book was released on 2017-03-06 with total page 757 pages. Available in PDF, EPUB and Kindle. Book excerpt: The complete guide to fundraising planning, tools, methods, and more Fundraising Principles and Practice provides a unique resource for students and professionals seeking to deepen their understanding of fundraising in the current nonprofit environment. Based on emerging research drawn from economics, psychology, social psychology, and sociology, this book provides comprehensive analysis of the nonprofit sector. The discussion delves into donor behavior, decision making, social influences, and models, then uses that context to describe today's fundraising methods, tools, and practices. A robust planning framework helps you set objectives, formulate strategies, create a budget, schedule, and monitor activities, with in-depth guidance toward assessing and fine-tuning your approach. Coverage includes online fundraising, major gifts, planned giving, direct response, grants, corporate fundraising, and donor retention, with an integrated pedagogical approach that facilitates active learning. Case studies and examples illustrate the theory and principles presented, and the companion website offers additional opportunity to deepen your learning and assess your knowledge. Fundraising has become a career specialty, and those who are successful at it are among the most in-demand in the nonprofit world. Great fundraisers make an organization's mission possible, and this book covers the essential information you need to help your organization succeed. Adopt an organized approach to fundraising planning Learn the common behaviors and motivations of donors Master the tools and practices of nonprofit fundraising Manage volunteers, monitor progress, evaluate events, and more Fundraising is the the nonprofit's powerhouse. It's the critical component that supports and maintains all activities, and forms the foundation of the organization itself. Steady management, clear organization, effective methods, and the most up-to-date tools are vital to the role, and familiarity with donor psychology is essential for using these tools to their utmost capability. Fundraising Principles and Practice provides a comprehensive guide to all aspects of the field, with in-depth coverage of today's most effective approaches.

Fundraising in Times of Crisis

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 0787977020
Total Pages : 191 pages
Book Rating : 4.7/5 (879 download)

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Book Synopsis Fundraising in Times of Crisis by :

Download or read book Fundraising in Times of Crisis written by and published by John Wiley & Sons. This book was released on 2004-05-21 with total page 191 pages. Available in PDF, EPUB and Kindle. Book excerpt: In today's uncertain environment, where nonprofits find themselves grappling with the continued dowturn in the economy, the ongoing war on terrorism, government's cutbacks in social services, and a wave of organizational scandals--groups everywhere are straining to keep up with the increased demand for their services while struggling to generate funding. Fundraising in Times of Crisis draws on renowned consultant Kim Klein's more than twenty-five years of fundraising experience. This much-needed resource shows troubled groups how to identify what is really going on and how to assess the damage. Fundraising in Times of Crisis helps executive directors and development professionals of nonprofit organizations plan for both the short and long term and explains how to evaluate the success of their efforts. Checklists, tips, action steps and a wealth of examples walk you through the process of self-assessment and map out a road to recovery. No matter what your particular crisis--the sudden loss of an executive director, a public scandal, a major donor attrition, or a daunting increase in the demand for services--this book will show you how to survive and thrive in tough times.

It's NOT JUST about the Money

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Author :
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781503290976
Total Pages : 0 pages
Book Rating : 4.2/5 (99 download)

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Book Synopsis It's NOT JUST about the Money by : Richard Perry

Download or read book It's NOT JUST about the Money written by Richard Perry and published by Createspace Independent Publishing Platform. This book was released on 2014-12-16 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you searching for the next big idea in fundraising to help your organization soar? It's actually right under your nose in your database. Major Donors. Right here, right now, you have the donors who have the capacity to give five, six, and yes, seven figure gifts. This book tells you how to find them, and what to do once you have them. Richard Perry and Jeff Schreifels tell you everything you need to do to take your organization to a new level of performance in major gifts. This book is packed with easy to implement ideas and strategies to create, build, and manage a robust major gift program. You won't put this book down. You'll be entertained and helped. You will learn how to create a culture that puts relationships with donors above everything else. You will be left inspired to succeed; because, ultimately, it's NOT just about the money.

It's Not JUST About the Donor

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Author :
Publisher :
ISBN 13 :
Total Pages : 289 pages
Book Rating : 4.6/5 (924 download)

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Book Synopsis It's Not JUST About the Donor by : Jeff Schreifels

Download or read book It's Not JUST About the Donor written by Jeff Schreifels and published by . This book was released on 2020-10-07 with total page 289 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you a non-profit leader or manager who wants to know how to effectively lead your mid, major or planned giving team? Or, are you someone who aspires to be a non-profit leader and you're searching for knowledge on how major gift programs work? This book is for you. Richard Perry and Jeff Schreifels, after writing their highly successful first book, It's Not JUST About the Money, which helped thousands of non-profit's launch their major gift programs have now written their second book, "It's Not JUST About the Donor", the ultimate leadership and management guide in how to lead a successful major gift program. This book has been called a manifesto on how leadership and management can support mid, major and planned giving teams to successfully build authentic relationships with donors. This book will inspire you to become the supportive leader and manager your staff need in order for them to be successful and it gives you all the tools to do it! Your soul will be uplifted while your brain will be filled with practical knowledge for how to lead your team and execute strategies that will lead to more NET revenue for your mission.

Planning and Implementing Your Major Gifts Campaign

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Author :
Publisher : Jossey-Bass
ISBN 13 : 9780787957087
Total Pages : 0 pages
Book Rating : 4.9/5 (57 download)

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Book Synopsis Planning and Implementing Your Major Gifts Campaign by : Suzanne Irwin-Wells

Download or read book Planning and Implementing Your Major Gifts Campaign written by Suzanne Irwin-Wells and published by Jossey-Bass. This book was released on 2001-12-17 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning and Implementing Your Major Gifts Campaign is partof the Excellence in Fund Raising workbook series. Thismuch-needed guide is designed to help fund raisers demystify theprocess of major gifts fund raising and conduct a major giftscampaign that will get results. Using an accessible workbookformat, Suzanne Irwin-Wells, a well-respected fund raising expert,shows step by step how to identify prospects, select and trainvolunteers, increase the confidence of solicitors, and plan andimplement an effective major gifts campaign. The book is filledwith helpful worksheets, checklists, and real-life examples.

Major Donors

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 0470036117
Total Pages : 320 pages
Book Rating : 4.4/5 (7 download)

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Book Synopsis Major Donors by : Ted Hart

Download or read book Major Donors written by Ted Hart and published by John Wiley & Sons. This book was released on 2006-06-22 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: Boost Your Nonprofit's Success! Written by a sterling group of experts for their nonprofit peers, Major Donors: Finding Big Gifts in Your Database and Online supplies all types of nonprofit organizations with the best strategies for navigating the ever-changing world of fundraising on the Internet. Truly international in its examples, research, advice, and knowledge, this book is rich with avenues and ideas about approaching prospective givers--and generous with cross-cultural tips about conducting cultivation and solicitation in various countries. "At last, a practical book that helps us move our thinking in the critical future area of major gift fundraising. As one of the oldest techniques in the fundraiser's armory, we have sat for too long using the same frameworks and techniques; this book offers new thinking, new insights, and new approaches that will help fundraisers harness the potential of the growing band of high-net-worth individuals within their country and internationally. This book is packed with up-to-the-minute, practical information that will enhance existing major gift programs as much as it will help beginners get their head around where to start." --Tony Elischer, Managing Director, THINK Consulting Solutions "Institutional advancement is a deeply personal process that requires in-depth understanding of our supporters, to the degree to which specific aspects of our own priorities reflect our donors' personal aspirations and interests. Prospect research is indispensable to this process and to identifying possible supporters from thousands of possible donors--it would have been impossible for the University of Toronto campaign to have succeeded in the absence of our investment in prospect research." --Dr. Jon S. Dellandrea, Pro-Vice-Chancellor, Development and External Affairs, University of Oxford "Major Donors offers some of the best advice from some of the world's leading prospect researchers, and it will help you to become a much better fundraiser. It is a great resource and an important part of any fundraising library. When you follow the advice in this book, you will raise much more money." --Harvey McKinnon, President, Harvey McKinnon Associates author of Hidden Gold and How Today's Rich Give, and coauthor of the international bestseller The Power of Giving

Fundraising Analytics

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 111978235X
Total Pages : 243 pages
Book Rating : 4.1/5 (197 download)

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Book Synopsis Fundraising Analytics by : Joshua M. Birkholz

Download or read book Fundraising Analytics written by Joshua M. Birkholz and published by John Wiley & Sons. This book was released on 2020-09-01 with total page 243 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fundraising Analytics: Using Data to Guide Strategy Fundraising Analytics shows you how to turn your nonprofit's organizational data—with an appropriate focus on donors—into actionable knowledge. The result—A vibrant, donor-centered nonprofit organization that makes maximum use of data to reveal the unique diversity of its donors. It provides step-by-step instructions for understanding your constituents, developing metrics to gauge and guide your success, and much more.

Opening the Door to Major Gifts

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Author :
Publisher :
ISBN 13 : 9781938077104
Total Pages : 114 pages
Book Rating : 4.0/5 (771 download)

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Book Synopsis Opening the Door to Major Gifts by : John Greenhoe

Download or read book Opening the Door to Major Gifts written by John Greenhoe and published by . This book was released on 2013-04-01 with total page 114 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you are not feeding new prospective major gift donors into your pipeline on a regular and systematic basis, sooner or later your efforts are going to stall. So, whether you are new to fundraising or have been active in the profession for years, this is a resource that can help you build new relationships and add good prospects to your portfolio. The book provides specific strategies that will increase your odds for success when you are ready to meet your donors. You will learn to "warm" your prospects so they are receptive to your outreach, to make allies of the gatekeepers who control access to the decision makers, and to conduct a qualification call that is both casual and purposeful. All of these methods are designed to initiate a comfortable and meaningful relationship that will one day result in a significant philanthropic investment.