Completely revised and updated, the Fourth Edition of this popular resource recognizes the emerging importance of planned giving and the changes that have taken place over the last few years. The new edition now includes a convenient, easy-to-use CD-ROM filled with exhibits, documents, and forms. With a new focus on user-friendly content and helpful insights, tips, warnings, and perspectives, the new edition empowers fundraising professionals with the ability to speak the same language as donors and their advisors, while still keeping their own organization's goals in mind. Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
With more than 50,000 private foundations in the United States and the increasing scrutiny of the IRS, this much-needed, annually updated manual provides you with a wide range of tax rules and regulations for these foundations. Coauthored by a lawyer and tax accountant, the revised and expanded Third Edition includes practical tax compliance suggestions and in-depth legal explanations. Capturing all-new developments in the private foundations arena, the new edition presents you with line-by-line instructions, sample-filled IRS forms, and complete citations.
In 2007 the sale of naming rights brought an estimated $4 billion in revenue to the nonprofit sector What slice of the pie did your organization enjoy? From transformational gifts to naming traditions to pricing strategies for capital campaigns, Naming Rights offers you a vivid collection of contemporary information that your organization can use today. Can your development team quickly pull together an accurate benchmark report? Learn how to benchmark and compete with peer organizations for buildings, spaces, and named endowments. Setting the ask amounts for your naming opportunities is critical to closing the deal. Are you ready? Selling naming rights helps to boost brand name recognition in fundraising campaigns. Learn what's going on with naming rights in higher education, health care, arts and culture organizations, and a wide range of other nonprofits. Twenty-year research expert Terry Burton fills this book with practical examples that peel away the layers of complexity and offers you a handbook that exemplifies thought leadership, creativity, and innovation. Stay on the cutting edge of emerging trends. Turn naming opportunities into named gifts. Add dollars to your bottom line. Naming Rights shows you how.
Praise for Nonprofit Essentials: The Development Plan «Linda provides a very practical outlook on how to succeed in developing and implementing a fundraising plan for a nonprofit organization. The importance of the various players and their roles—staff, board, and volunteers—is critical for any nonprofit organization, and the information in Nonprofit Essentials: The Development Plan could effectively be used by any size organization to organize and execute an effective development strategy.» —Diane Hartz Warsoff, Executive Director Utah Nonprofits Association «An excellent road map for creating a development plan and building the necessary staff and volunteer ownership of the plan, Nonprofit Essentials: The Development Plan is a valuable resource for every nonprofit that wants to raise increased funds more effectively and efficiently. Its tips and real-world scenario sections help to make the case that organizations must take the time to plan adequately if they want to be successful.» —Barbara L. Ciconte, CFRE, Senior Vice President Donor Strategies, Inc. «Linda Lysakowski's Nonprofit Essentials: The Development Plan provides the resources, tools, guidance, and step-by-step processes for any organization to successfully create and manage a development plan. Her inclusion of tips and techniques, real-world stories, and her focus on organization-wide involvement make this essential reading not only for development officers, but for senior staff and board members.» —Eugene A. Scanlan, PhD, CFRE, President eScanlan Company One of the most significant factors in the success of any fundraising program is the ability and willingness of the organization to take the time to develop an integrated development plan with realistic budgets, timelines, and areas of responsibility. Part of the AFP/ Wiley Fund Development Series, Nonprofit Essentials: The Development Plan takes the reader through the development planning process and helps both novice development officers and seasoned professionals to create a plan that contributes to an organization's realization of its mission. Exhorting readers to ensure their plan is a living instrument and not just a document sitting on a shelf, nonprofit expert Linda Lysakowski includes examples of typical development plan formats as well as timelines for the planning process to help users identify the level of detail that will be required. Whether large or small, your organization will benefit from Nonprofit Essentials: The Development Plan. This professional guide's nuts-and-bolts presentation equips your organization to create a dynamic development plan that fosters enthusiasm, cultivates a sense of confidence, and helps track success.
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.
In the second edition of this best-selling Policy Governance operating manual, John Carver and Miriam Carver make this exciting approach to effective governance even more accessible and user-friendly, gleaning lessons learned in years of practice to help readers understand and use this invaluable model. Carver’s groundbreaking Policy Governance model is the best-known, respected, and talked about governance model in the world and has fundamentally influenced the way organizations are governed. Reinventing Your Board, second edition, is a hands-on, step-by-step guide that puts the model to work in the meeting-to-meeting lives of board members. It includes new policy samples and a new chapter on monitoring performance, as well as other practical “put-the-model-in-motion” advice. This popular and highly successful companion to Boards That Make a Difference contains the nuts-and-bolts materials needed for implementing Policy Governance. The authors illustrate effective board decision making, show how to craft useful policies, and offer practical advice on such matters as setting the agenda, monitoring CEO performance, defining the board role, and more. Step-by-step instructions and sample policies make this a must-have resource for boards in the public and nonprofit sectors aiming to govern their organizations with excellence.
Leveraging Good Will shows how nonprofit organizations can access the extraordinary resources of businesses, and how for-profits can benefit from partnering with nonprofits. Written by Alice Korngold—an expert in matching business professionals with nonprofit organizations—this important resource clearly demonstrates how nonprofits can gain valuable experience, expertise, relationships, and funding that will elevate and advance their organizations while businesses can build stronger relationships with the community and develop the next generation of leaders. Filled with illustrative examples and real-life success stories, Leveraging Good Will is an insider’s guide to what it takes for nonprofits to transform their organizations through partnerships with businesses. Step by step, the book outlines how to create a solid plan based on proven-in-practice techniques.
Play to Win offers nonprofit leaders the help they need to develop their organization’s unique competitive advantages and to use the power of competitive strategies to build their organization’s capacity for advancing its mission. This book offers a clear description of competition and discusses its practical, ethical, and political ramifications within the nonprofit sector. It demonstrates how, by being a more effective competitor, a nonprofit can enhance its chances for both programmatic and financial success. Play to Win is filled with practical tools for assessing a nonprofit’s position in the marketplace and developing winning competitive strategies. Read a Charity Chanel review: http://charitychannel.com/publish/templates/?a=4864&z=25 2006 Terry McAdam Award Honorable Mention: http://www.allianceonline.org/publications/mcadam06.page
Building Donor Loyalty is a hands-on guide written for professional fundraisers that outlines the factors that drive donor retention, explains how to keep donors committed to an organization, and offers suggestions for developing donor value over time. It is based on data drawn from a research program which included more than 20,000 nonprofit organizations and was funded by the Aspen Foundation and the Indiana Fund through the Center on Philanthropy at Indiana University. Building Donor Loyalty contains a variety of illustrative case studies that demonstrate the power of effective donor retention strategies and clearly explains each of the factors that can build donor retention. It includes tools and techniques that have proven successful when growing long-term relationships with donors and offers practical advice for fundraisers who want to integrate this knowledge into their own thinking, planning, and practice.
Gathered together in this unique book on evaluation and effective foundation practice are the experienced-based perspectives and measured insights of both seasoned practitioners and key philanthropic thought leaders. Foundations and Evaluation is a substantial think piece for grantmakers of any size. —Dorothy S. Ridings, president and CEO, Council on Foundations «Foundations and Evaluation explores the intersection between organizational effectiveness and evaluation and demonstrates the need for commitment to evaluation throughout the foundation. . . . A good read for both newcomers to evaluation and those with more experience, written by some of the most highly respected leaders in the field.» —Kathleen P. Enright, executive director, Grantmakers for Effective Organizations