Effective fundraising the trustees roleand beyond

"This book is about development. In Joining a Non-Profit Board: What You Need to Know we laid out three roles for the board of trustees: 1. The definition and approval of the organization's mission and the strategy to achieve it. 2. The selection, coaching and evaluation of the CEO. 3. The...

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Detalles Bibliográficos
Otros Autores: McFarlan, F. Warren author (author)
Formato: Libro electrónico
Idioma:Inglés
Publicado: Hoboken, New Jersey : Wiley [2021]
Materias:
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009645678206719
Tabla de Contenidos:
  • Cover
  • Title Page
  • Copyright Page
  • Contents
  • Foreword
  • Preface
  • Acknowledgments
  • Chapter 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
  • Chapter 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
  • Chapter 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
  • Chapter 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
  • Chapter 5 Capital Campaign
  • Campaign Feasibility
  • Campaign Setup
  • Silent Phase
  • Public Phase
  • Ending the Campaign
  • Conclusion
  • Chapter 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
  • Chapter 7 Events
  • Board Events
  • Annual Events
  • Special Events
  • Trips
  • Capital Campaigns
  • Summary
  • Chapter 8 Information Support
  • Website
  • Communications
  • Database Management
  • Handheld Portable Intelligence
  • Changing Donor Contact
  • Summary
  • Chapter 9 Micro Social Enterprise Issues
  • Chapter 10 What Can I Do?
  • Summary
  • Bibliography
  • Index
  • EULA.