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Full Description
This is the complete resource for fundraisers in any nonprofit organization! "Conducting a Successful Fundraising Program" outlines a unique approach to successful fundraising and features an exhaustive resource section that includes actual organization publications, direct mail samples, model case statements, telemarketing scripts, special events check-lists, and more. This all-in-one resource covers all the traditional elements of fundraising - including annual giving, major gifts and planned giving, corporate and foundation relations, prospect research and management, and fundraising literature and promotions - as well as current issues such as gift administration, technology, and the use of consultants and paid solicitors in the solicitation process. Dove identifies the ten prerequisites that predict success in fundraising and then leads the reader step-by-step through every phase of the fundraising process, and provides specific advice on the elements crucial to any program's success.
Contents
Preface
Acknowledgments
The Author
Part 1 Planning and Implementing Your Fundraising Program 1
Tables, Figures, and Exhibits in Part One 2
Introduction 5
1 Tracing Philanthropy's Origins and Defining Fundraising Basics 9
2 Choosing a Campaign Model 25
3 Building and Stating the Case for Support 42
4 Defining Roles of Leaders and Top Volunteers in Fundraising 56
5 Recruiting, Educating, and Motivating Volunteers 71
6 Coordinating the Campaign Structure and Solicitation Process 84
7 Establishing the Campaign Timeline 99
8 Constructing and Using the Standards-of-Giving Chart 118
9 Laying the Foundation: Building the Annual Fund 134
10 Identifying, Researching, and Rating Individuals as Major Gift Prospects 159
11 Cultivating and Soliciting Major Gift Prospects 183
12 Developing and Marketing a Planned Giving Program 199
13 Structuring Planned Gifts 210
14 Building Lasting Relationships and Developing Lead Gifts 242
15 Approaching Corporations and Foundations 255
16 Promoting the Campaign 269
17 Testing Fundraising Potential and Assessing Programs 280
18 Using Paid Solicitors and Consultants 293
19 Applying Technology to Fundraising 310
20 Providing Accountability and Expressing Appreciation 334
21 Concluding the Campaign and Building on the Momentum 356
Part 2 The Fundraising Resource Guide 365
Resource Guide Contents 365
1 Mission Statements 369
2 Strategic Plan 371
3 Strategic Plan Progress Report 387
4 Case Statements 411
5 Case Statement with Companion Pieces 437
6 Short-Form Case Statements 461
7 Market Survey Materials 477
8 Volunteer's Job Description 523
9 Annual Campaign Volunteer's Kit 529
10 Capital Campaign Volunteer's Kit 573
11 Annual Campaign Plan 635
12 Capital Campaign Plan 643
13 Direct-Mail Solicitation Letters: Sequential Annual Mailings 687
14 Direct-Mail Solicitation with Insert 691
15 Telemarketing Scripts 693
16 Membership Club, Donor Club, and Giving Society Brochures 699
17 Special-Events Planning Checklists 717
18 Nonprofit Key Word Search 739
19 Gift Agreement Templates 743
20 Rules Regarding Income Tax Charitable Deductions 761
21 Templates for Drafting Trusts 771
22 Letter Proposal 789
23 Full Proposal 791
24 Monthly Financial Report 805
25 Newsletters 813
26 Pledge Forms 821
27 Letterhead and Envelopes 825
28 Public Announcement Event Invitation and Program 827
29 Program Assessment 837
30 Gift Receipt Templates 851
31 Stewardship Program at the University of Florida 859
32 Post-Campaign Assessment - Annual Campaign 883
33 Post-Campaign Assessment - Capital Campaign 893
34 Final Report - Annual Campaign 907
35 Final Report - Capital Campaign 937
References 949
Index 955
