Effective Fundraising
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Оглавление
F. Warren McFarlan. Effective Fundraising
Table of Contents
List of Illustrations
Guide
Pages
EFFECTIVE FUNDRAISING. THE TRUSTEE’S ROLE AND BEYOND
Foreword
Preface
Note
Acknowledgments
1 Asking for Money
Three Propositions
Different Organizations and Their Needs
How to Get Started
Making the Ask
Your Role as a Solicitor
Book Organization
Exhibit 1.1: The Solicitor
Exhibit 1.2: The Connector
Notes
2 Governance
Governance Committee Composition
A Case Study
Board Recruiting and Structure
Term Limits
Trustee Career Path
Building Trustee Engagement
Donor Recognition
Multigenerational Trustees
Summary
Exhibit 2.1: Governance—Levers That Can Be Activated
Questions a trustee should ask about governance
3 The Players
The Development Director
Managing an Annual Fund
Managing Major Gift and Capital Campaign Officers
Managing Research
Supervising Operations
Stewardship
Sourcing Matching Gifts
Establishing Giving Societies
Creating Corporation/Overseer Support
Advisory Committees
Appropriately Distributing and Coordinating Development Staff
Head of Development Committee
Great Interpersonal and Listening Skills
Highly Persuasive but Sensitive
Persistence
Fearlessness
Comfortable in a Networked Environment
The CEO
Chair of the Governance Committee
Chairman of the Board
Head of Capital Campaign Committee
Summary
Questions a trustee should ask about the players
Note
4 The Annual Fund
Last Year's Target and Results
Performance Against Similar Organizations
Are There Special Opportunities This Year?
Are We Getting the Right Amount from Our Constituencies?
Is Our Budget Reasonable Given the Economy?
Annual Fund Staffing Adequacy
Stage of Development of Annual Fund
Picking the Annual Fund Chair
Logistics
Campaign Mission and Theme
Prelaunch Solicitation
Formal Launch
Tracking Asks
Persistence Is Critical
Volunteer Training
Cold-Call Telethons
Donors You Know
Initial Nonrespondents
Humans Have Habits
Donor Education
Emotional Impact
Transparency on Sources of Support
Tonality
Stewardship
Progress Measurement
Summary
Questions a trustee should ask about the annual fund. Strategic Questions
Participation Questions
Logistical/Operational Questions
Staff Support Questions
5 Capital Campaign
Campaign Feasibility
Campaign Setup
Silent Phase
Public Phase
Ending the Campaign
Conclusion
Questions a trustee should ask about a capital campaign
Note
6 Planned Giving and Foundations
Traditional Gift Approaches
Cash Gift Issues
Appreciated Stock
Bequests
Life Insurance
Major Planned Giving Tools. IRA (Individual Retirement Account)
Irrevocable Charitable Remainder Trust
Irrevocable Charitable Lead Trust
Charitable Annuity
Donor-Advised Fund
Foundations
Summary
Questions a trustee should ask about planned giving and foundations
Notes
7 Events
Board Events
Scheduled board meals are important
Board corporation/overseer events are important
Unscheduled time is important
Annual Events
Special Events
Trips
Capital Campaigns
Summary
Questions a trustee should ask about events
8 Information Support
Website
Communications
Database Management
Handheld Portable Intelligence
Changing Donor Contact
Summary
Exhibit 8.1
Questions a trustee should ask about information support
Note
9 Micro Social Enterprise Issues
Questions a CEO and trustee should ask
Note
10 What Can I Do?
Summary
Note
Bibliography
Index
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