Fundraising: Principles and Practice
Autor Michael J. Worthen Limba Engleză Paperback – 28 sep 2015
Worth explores donor motivations and fundraising techniques for annual giving programs, major gift programs, planned giving, and corporate and foundation giving and campaigns. Traditional methods, including direct mail and personal solicitations, are discussed as well as new tools and practices, including online fundraising, crowd-funding and social networks, analytics, and predictive modelling. Written specifically for non-profit career-oriented individuals, this book helps you become successful fundraisers.
It also:
- Blends theory and practice to provide students with comprehensive coverage of essential fundraising principles and numerous real-world applications and insights
- Emphasizes ethical and legal considerations to help readers make fundraising decisions that are both legal and ethical.
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Specificații
ISBN-13: 9781483319520
ISBN-10: 1483319520
Pagini: 504
Dimensiuni: 187 x 232 x 21 mm
Greutate: 0.73 kg
Ediția:First Edition
Editura: SAGE Publications
Colecția Sage Publications, Inc
Locul publicării:Thousand Oaks, United States
ISBN-10: 1483319520
Pagini: 504
Dimensiuni: 187 x 232 x 21 mm
Greutate: 0.73 kg
Ediția:First Edition
Editura: SAGE Publications
Colecția Sage Publications, Inc
Locul publicării:Thousand Oaks, United States
Recenzii
“This text is an excellent source of academic, theoretical and practical expertise woven into one single text. It is single-handedly a one-stop go-to book for today’s fundraising and development staff and tomorrow’s students in nonprofit management.”
“Michael Worth has made an enormous contribution to the fundraising profession with Fundraising: Principles and Practice. He brings the wisdom and perspective of decades of senior level experience as he sketches the context of fund-raising today, the centrality of the donor in all that fundraisers do, outstanding insights into capital campaigns, management, and leadership, and a systematic consideration of case studies that are analyzed drawing on his own years as a leader in the field. This is a must-read – for fundraisers who want to advance, for sure, and for managers who want to be leaders.”
“Fundraising: Principles and Practice is grounded in Michael J. Worth’s extensive experience and expertise as both a practitioner and a scholar of fundraising. His application of case studies to each topic provides a superb platform for students to develop the analytical skills they will need to function as successful nonprofit professionals. Worth’s comprehensive blend of fundraising principles and practice stands out from other books on the topic by focusing on the preparation of leaders who are able to think critically about the substantive issues in philanthropy and to move their nonprofit organizations to the next level of fundraising and organizational excellence.”
“Michael Worth has made an enormous contribution to the fundraising profession with Fundraising: Principles and Practice. He brings the wisdom and perspective of decades of senior level experience as he sketches the context of fund-raising today, the centrality of the donor in all that fundraisers do, outstanding insights into capital campaigns, management, and leadership, and a systematic consideration of case studies that are analyzed drawing on his own years as a leader in the field. This is a must-read – for fundraisers who want to advance, for sure, and for managers who want to be leaders.”
“Fundraising: Principles and Practice is grounded in Michael J. Worth’s extensive experience and expertise as both a practitioner and a scholar of fundraising. His application of case studies to each topic provides a superb platform for students to develop the analytical skills they will need to function as successful nonprofit professionals. Worth’s comprehensive blend of fundraising principles and practice stands out from other books on the topic by focusing on the preparation of leaders who are able to think critically about the substantive issues in philanthropy and to move their nonprofit organizations to the next level of fundraising and organizational excellence.”
Cuprins
Preface
Acknowledgments
About the Author
Introduction: From Chance to Choice
1 Overview of Fundraising and Philanthropy
Fundraising, Development, and Advancement
Philanthropy and Charity
Fundraising and Philanthropy
Fundraising Profession and Fundraising Professionals
History of American Philanthropy
Philanthropy’s Scale and Impact
Evolution of Fundraising as a Professional Field
State of the Art
Fundraising and Other Professional Fields
Proceeding With Pride
Chapter Summary
Key Terms and Concepts
CASE 1.1 THE METH PROJECT
CASE 1.2 NEW YORK CITY PARKS
Questions for Discussion
Suggestions for Further Reading
2 Understanding the Nonprofit Sector and Nonprofit Organizations
Characteristics of Nonprofits
Classifications of Nonprofits
Public Charities and Private Foundations
Nonprofit Revenue Sources
Nonprofit Financial Concepts
Explaining the Nonprofit Sector
Explaining Nonprofit Organizations
Chapter Summary
Key Terms and Concepts
CASE 2.1 THE SMITHSONIAN INSTITUTION AND THE CATHERINE B. REYNOLDS FOUNDATION
Questions for Discussion
Suggestions for Further Reading
Notes
3 Understanding Donors
Corporate Philanthropy
Foundation Giving
Characteristics of Individual Donors
Motivations of Individual Donors
Wealthy Donors
Typology of Donors
Women Philanthropists
Cultures of Giving
Generations of Donors
Donor-Centered Approach
Chapter Summary
Key Terms and Concepts
CASE 3.1 T. DENNY SANFORD
CASE 3.2 OSCEOLA MCCARTY
Questions for Discussion
Suggestions for Further Reading
Notes
4 Principles of Fundraising
Types of Gifts
Solicitation Programs
Matching Programs to Needs
Matching Prospects to Programs
Solicitation Methods
The Fundraising Pyramid
The Fundraising Process
Chapter Summary
Key Terms and Concepts
CASE 4.1 UNITED NATIONS FOUNDATION
CASE 4.2 MITCHELL FAMILY AND THE UNIVERSITY OF SOUTH ALABAMA
Questions for Discussion
Suggestions for Further Reading
Notes
5 Preparing for Successful Fundraising
Strategic Planning to Clarify Mission and Goals
Strategic Planning Process
Benefits of Strategic Planning
Developing a Fundraising Strategy and Plan
Developing the Case for Support
Creating a Culture of Philanthropy
Building the Fundraising Team
Identifying and Researching Prospects
Chapter Summary
Key Terms and Concepts
CASE 5.1 AMERICAN RED CROSS
Questions for Discussion
Suggestions for Further Reading
Notes
6 Annual-Giving Programs
Clarification of Terms
Applying Marketing Principles
Acquisition, Renewal, Upgrade
Solicitation Methods
Planning the Annual-Giving Campaign
Chapter Summary
Key Terms and Concepts
CASE 6.1 #GIVINGTUESDAY
Questions for Discussion
Suggestions for Further Reading
Notes
7 Major-Gifts Programs
Definition and Characteristics of Major Gifts
Major-Gifts Cycle
Cultivating Major-Gifts Prospects
Cultivation Strategies
Managing the Major-Gifts Program
Developing Donor Relationships
Visits and Purposes
The Ask
Anatomy of the Solicitation Visit
Follow Up, Negotiation, and Gift Agreements
Maintaining Clarity of Purpose
Chapter Summary
Key Terms and Concepts
CASE 7.1 DON R. N. BLITZER
CASE 7.2 PHILLIS N. THROPIST
CASE 7.3 MARTHA AND FRED GENEROUS
CASE 7.4 ELLEN ENTREPRENEUR
Questions for Discussion
Suggestions for Further Reading
Notes
8 Planned Giving
Definitions and Key Points
Overview of Tax Law and Implications for Giving
Types of Planned Gifts
Overview of Planned-Giving Vehicles
Characteristics and Motivations of Planned-Gift Donors
Planned-Giving Program
Recognizing Planned-Gift Donors
Working With Planned-Gift Donors
Chapter Summary
Key Terms and Concepts
CASE 8.1 MARY
CASE 8.2 TOM AND BARBARA
CASE 8.3 MILDRED AND SUE
CASE 8.4 HARRY AND BETH
CASE 8.5 NICK
CASE 8.6 ANN
CASE 8.7 EDUARDO
Questions for Discussion
Suggestions for Further Reading
Notes
9 Corporate Support
Definitions and Concepts
Historical Overview
Corporate Philanthropy
Nonprofit-Corporate Commercial Partnerships
Comprehensive Relationships
Benefits and Risks
Developing and Sustaining Successful Partnerships
Redefining Value
Chapter Summary
Key Terms and Concepts
CASE 9.1 SUSAN G. KOMEN FOR THE CURE AND KFC
CASE 9.2 NO KID HUNGRY AND DENNY’S
CASE 9.3 WWF AND AVON
CASE 9.4 LOS ANGELES PLAZA DE CULTURA Y ARTES AND
CASE 9.5 NESTLÉ AND READING IS FUNDAMENTAL
CASE 9.6 DAWN AND THE GULF OIL SPILL
Question for Discussion
Suggestions for Further Reading
Note
10 Foundation Support
Overview of Foundations
Historical Background
Issues and Impact
Overview of Foundation Giving
Seeking Foundation Support
Chapter Summary
Key Terms and Concepts
CASE 10.1 PEW CHARITABLE TRUSTS
CASE 10.2 NORTHWEST AREA FOUNDATION
Questions for Discussion
Suggestions for Further Reading
Note
11 Campaigns
Types of Campaigns
Campaign Defining Characteristics
Phases of the Campaign
Gift Table
Strategic Decisions
Campaign Pros and Cons
Twenty-First-Century Campaigns
Chapter Summary
Key Terms and Concepts
CASE 11.1 KEEPING OUR PROMISE: 40TH ANNIVERSARY CAPITAL CAMPAIGN FOR N STREET VILLAGE
CASE 11.2 OUR TRANSFORMATION: THE CAMPAIGN FOR THE NORTH CAROLINA MUSEUM OF ART
CASE 11.3 WHITE PLAINS HOSPITAL: THE TIME IS NOW CAMPAIGN
CASE 11.4 HOWARD UNIVERSITY: BRIDGING THE GAP STUDENT AID CAMPAIGN
Questions for Discussion
Suggestions for Further Reading
Notes
12 Managing Fundraising Programs
Investing in Fundraising
Evaluating Programs
Allocating Resources to Effective Programs
Benchmarking
Building a Fundraising Program
Development Operations/Advancement Services
Fundraising Policies
Chapter Summary
Key Terms and Concepts
CASE 12.1 DISABLED VETERANS NATIONAL FOUNDATION
Questions for Discussion
Suggestions for Further Reading
Note
13 Organizing and Managing Fundraising Staff
Organizing the Development Office
Understanding Motivation
Applying Theory to Fundraising Management
Compensating Fundraisers
Improving Staff Performance
Recruiting and Developing Fundraising Professionals
Chapter Summary
Key Terms and Concepts
CASE 13.1 GETTA GRANT
CASE 13.2 SUE SOCIAL
CASE 13.3 MOVIN’ BILL
Questions for Discussion
Suggestions for Further Reading
14 Legal and Ethical Considerations
State Registration Requirements
State Disclosure Requirements
Gift Substantiation Requirements
Other Governmental Influences
Ethical Codes, Standards, and Guidelines
Considering Ethical Dilemmas in Fundraising
Assuring Legal and Ethical Organizations
Chapter Summary
Key Terms and Concepts
SCENARIOS 1–12
Questions for Discussion
Suggestions for Further Reading
15 International Fundraising and Philanthropy
A Shrinking Planet
Definition and Scope of Organizations
Governing and Managing International and Global Organizations
INGO Fundraising Strategies
International Philanthropy
Global Fundraising
Fundraising as a Global Profession
Chapter Summary
Key Terms and Concepts
CASE 15.1 HAITIAN EARTHQUAKE RELIEF
CASE 15.2 THE ONE FOUNDATION AND CHINA’S SOCIAL SECTOR
Questions for Discussion
Suggestions for Further Reading
Note
Conclusion: From Technician to Leader: Reflections on the Development Officer's Role
Roles of the Development Officer
Calls for Leadership
A Fulfilling Career
Suggestions for Further Reading
Note
References
Index
Acknowledgments
About the Author
Introduction: From Chance to Choice
1 Overview of Fundraising and Philanthropy
Fundraising, Development, and Advancement
Philanthropy and Charity
Fundraising and Philanthropy
Fundraising Profession and Fundraising Professionals
History of American Philanthropy
Philanthropy’s Scale and Impact
Evolution of Fundraising as a Professional Field
State of the Art
Fundraising and Other Professional Fields
Proceeding With Pride
Chapter Summary
Key Terms and Concepts
CASE 1.1 THE METH PROJECT
CASE 1.2 NEW YORK CITY PARKS
Questions for Discussion
Suggestions for Further Reading
2 Understanding the Nonprofit Sector and Nonprofit Organizations
Characteristics of Nonprofits
Classifications of Nonprofits
Public Charities and Private Foundations
Nonprofit Revenue Sources
Nonprofit Financial Concepts
Explaining the Nonprofit Sector
Explaining Nonprofit Organizations
Chapter Summary
Key Terms and Concepts
CASE 2.1 THE SMITHSONIAN INSTITUTION AND THE CATHERINE B. REYNOLDS FOUNDATION
Questions for Discussion
Suggestions for Further Reading
Notes
3 Understanding Donors
Corporate Philanthropy
Foundation Giving
Characteristics of Individual Donors
Motivations of Individual Donors
Wealthy Donors
Typology of Donors
Women Philanthropists
Cultures of Giving
Generations of Donors
Donor-Centered Approach
Chapter Summary
Key Terms and Concepts
CASE 3.1 T. DENNY SANFORD
CASE 3.2 OSCEOLA MCCARTY
Questions for Discussion
Suggestions for Further Reading
Notes
4 Principles of Fundraising
Types of Gifts
Solicitation Programs
Matching Programs to Needs
Matching Prospects to Programs
Solicitation Methods
The Fundraising Pyramid
The Fundraising Process
Chapter Summary
Key Terms and Concepts
CASE 4.1 UNITED NATIONS FOUNDATION
CASE 4.2 MITCHELL FAMILY AND THE UNIVERSITY OF SOUTH ALABAMA
Questions for Discussion
Suggestions for Further Reading
Notes
5 Preparing for Successful Fundraising
Strategic Planning to Clarify Mission and Goals
Strategic Planning Process
Benefits of Strategic Planning
Developing a Fundraising Strategy and Plan
Developing the Case for Support
Creating a Culture of Philanthropy
Building the Fundraising Team
Identifying and Researching Prospects
Chapter Summary
Key Terms and Concepts
CASE 5.1 AMERICAN RED CROSS
Questions for Discussion
Suggestions for Further Reading
Notes
6 Annual-Giving Programs
Clarification of Terms
Applying Marketing Principles
Acquisition, Renewal, Upgrade
Solicitation Methods
Planning the Annual-Giving Campaign
Chapter Summary
Key Terms and Concepts
CASE 6.1 #GIVINGTUESDAY
Questions for Discussion
Suggestions for Further Reading
Notes
7 Major-Gifts Programs
Definition and Characteristics of Major Gifts
Major-Gifts Cycle
Cultivating Major-Gifts Prospects
Cultivation Strategies
Managing the Major-Gifts Program
Developing Donor Relationships
Visits and Purposes
The Ask
Anatomy of the Solicitation Visit
Follow Up, Negotiation, and Gift Agreements
Maintaining Clarity of Purpose
Chapter Summary
Key Terms and Concepts
CASE 7.1 DON R. N. BLITZER
CASE 7.2 PHILLIS N. THROPIST
CASE 7.3 MARTHA AND FRED GENEROUS
CASE 7.4 ELLEN ENTREPRENEUR
Questions for Discussion
Suggestions for Further Reading
Notes
8 Planned Giving
Definitions and Key Points
Overview of Tax Law and Implications for Giving
Types of Planned Gifts
Overview of Planned-Giving Vehicles
Characteristics and Motivations of Planned-Gift Donors
Planned-Giving Program
Recognizing Planned-Gift Donors
Working With Planned-Gift Donors
Chapter Summary
Key Terms and Concepts
CASE 8.1 MARY
CASE 8.2 TOM AND BARBARA
CASE 8.3 MILDRED AND SUE
CASE 8.4 HARRY AND BETH
CASE 8.5 NICK
CASE 8.6 ANN
CASE 8.7 EDUARDO
Questions for Discussion
Suggestions for Further Reading
Notes
9 Corporate Support
Definitions and Concepts
Historical Overview
Corporate Philanthropy
Nonprofit-Corporate Commercial Partnerships
Comprehensive Relationships
Benefits and Risks
Developing and Sustaining Successful Partnerships
Redefining Value
Chapter Summary
Key Terms and Concepts
CASE 9.1 SUSAN G. KOMEN FOR THE CURE AND KFC
CASE 9.2 NO KID HUNGRY AND DENNY’S
CASE 9.3 WWF AND AVON
CASE 9.4 LOS ANGELES PLAZA DE CULTURA Y ARTES AND
CASE 9.5 NESTLÉ AND READING IS FUNDAMENTAL
CASE 9.6 DAWN AND THE GULF OIL SPILL
Question for Discussion
Suggestions for Further Reading
Note
10 Foundation Support
Overview of Foundations
Historical Background
Issues and Impact
Overview of Foundation Giving
Seeking Foundation Support
Chapter Summary
Key Terms and Concepts
CASE 10.1 PEW CHARITABLE TRUSTS
CASE 10.2 NORTHWEST AREA FOUNDATION
Questions for Discussion
Suggestions for Further Reading
Note
11 Campaigns
Types of Campaigns
Campaign Defining Characteristics
Phases of the Campaign
Gift Table
Strategic Decisions
Campaign Pros and Cons
Twenty-First-Century Campaigns
Chapter Summary
Key Terms and Concepts
CASE 11.1 KEEPING OUR PROMISE: 40TH ANNIVERSARY CAPITAL CAMPAIGN FOR N STREET VILLAGE
CASE 11.2 OUR TRANSFORMATION: THE CAMPAIGN FOR THE NORTH CAROLINA MUSEUM OF ART
CASE 11.3 WHITE PLAINS HOSPITAL: THE TIME IS NOW CAMPAIGN
CASE 11.4 HOWARD UNIVERSITY: BRIDGING THE GAP STUDENT AID CAMPAIGN
Questions for Discussion
Suggestions for Further Reading
Notes
12 Managing Fundraising Programs
Investing in Fundraising
Evaluating Programs
Allocating Resources to Effective Programs
Benchmarking
Building a Fundraising Program
Development Operations/Advancement Services
Fundraising Policies
Chapter Summary
Key Terms and Concepts
CASE 12.1 DISABLED VETERANS NATIONAL FOUNDATION
Questions for Discussion
Suggestions for Further Reading
Note
13 Organizing and Managing Fundraising Staff
Organizing the Development Office
Understanding Motivation
Applying Theory to Fundraising Management
Compensating Fundraisers
Improving Staff Performance
Recruiting and Developing Fundraising Professionals
Chapter Summary
Key Terms and Concepts
CASE 13.1 GETTA GRANT
CASE 13.2 SUE SOCIAL
CASE 13.3 MOVIN’ BILL
Questions for Discussion
Suggestions for Further Reading
14 Legal and Ethical Considerations
State Registration Requirements
State Disclosure Requirements
Gift Substantiation Requirements
Other Governmental Influences
Ethical Codes, Standards, and Guidelines
Considering Ethical Dilemmas in Fundraising
Assuring Legal and Ethical Organizations
Chapter Summary
Key Terms and Concepts
SCENARIOS 1–12
Questions for Discussion
Suggestions for Further Reading
15 International Fundraising and Philanthropy
A Shrinking Planet
Definition and Scope of Organizations
Governing and Managing International and Global Organizations
INGO Fundraising Strategies
International Philanthropy
Global Fundraising
Fundraising as a Global Profession
Chapter Summary
Key Terms and Concepts
CASE 15.1 HAITIAN EARTHQUAKE RELIEF
CASE 15.2 THE ONE FOUNDATION AND CHINA’S SOCIAL SECTOR
Questions for Discussion
Suggestions for Further Reading
Note
Conclusion: From Technician to Leader: Reflections on the Development Officer's Role
Roles of the Development Officer
Calls for Leadership
A Fulfilling Career
Suggestions for Further Reading
Note
References
Index
Notă biografică
Descriere
Taking a balanced perspective and applied approach, this text encourages you to think critically about issues in fundraising and philanthropy to prepare you for a career in the nonprofit sector.