Book Description
This groundbreaking book--now in its second edition--offers important insights, critical strategies, and useful tools to enhance your organization's performance and raise more charitable contributions.
Customer Reviews:
Necessary for Success.......2005-11-21
I have been building my professional library and count Simone's book as a "must have" and "most often consulted" on a wide range of topics. This book is in my top 5 list and on any reading list that I prepare as an adjunct to presentations. The theoretical concepts supported by practical examples makes this book a most useful resource for the new and seasoned development professional. As the number of fundraising resources grow there are numerous books on special topics. For this reason and due to the caliber of this book, I hope that it remains widely available. Pearl Veenema (Toronto, Canada)
Building the Relationship Edge.......2005-11-18
As someone who has been a subscriber to Simone Joyaux's newsletter over the last two years, I knew that her book would offer me many valuable insights into how to do my job as the Chairman of a non-profit cultural institution better. Indeed, Ms. Joyaux's book took the goal of building long term, profitable relationships-the lifeline for any non-profit-and broke it down into a step-by-step road map that our instituion was able to put into effective use immediately. All that non-profits need to know to become more financially sound is contained in this straightforward, comprehensive guide. The real life illustrations make the advice and guidance extremely compelling. An indespensible tool for serious fund-raisers!
A Must Have Resource.......2005-11-03
If you are a development director, a board member, or an Executive Director of a nonprofit organization (or someone just interested in learning more about development), you should waste no time and purchase this book. It is very comprehensive and has lots of practical tools you can use. I find myself grabbing for this book over and over. It is a wonderful, must have resource!
Groundbreaking.......1999-12-07
An important work if we are to be serious about positioning our institutions for the future. Joyaux has captured the essence of what we as development professionals should understand and be prepared to address as we look to the 21st century.
Book Description
For nonprofits, mergers mean more than leveraging resources and meeting legal requirements. In this book the author guides you through a well executed merger and the real world merger lessons learned by small foundations and large associations.
Customer Reviews:
NPOs Must Decide While They Have a Choice.......2001-04-10
Ours is an age of extensive consolidation within and often across specific industries. Regrettably, a majority of corporate mergers and acquisitions do not achieve the desired objectives. In this book, McCormick limits his attention to nonprofits, sharing many valuable lessons he learned from his involvement with various mergers such as divisions of the American Cancer Society. His approach to the subject is not from a legal perspective ("you can get a technical checklist from many competent law firms"); "it is not the contracts that make nonprofit organization (NPO) mergers work, it's the context. It's more about how it feels to the participants than how it is legally structured." (We can only speculate how many more mergers of for-profits would succeed if the focus were on the human context rather than on the legal structure.) McCormick encourages his reader to think about a merger as a strategy to "increase capacity, advance mission, and ensure long-term viability." He notes that NPOs which merge are beginning to "put pressure on small organizations and gradually out-compete them for volunteers, donors, media attention, advocacy, and impact on their cause." Moreover, mergers "produce the capital and capacity for inventiveness. Mergers take competition through cooperation to what I call `co-operation.' a nonprofit corporate structure that competes better just because of the way it is organized."
The word "mergers" is in the title but the word "partnerships" is in the subtitle and I think much of this book's substantial value is found in what McCormick has to say about partnerships or, if you prefer, strategic alliances. Great benefit can also be derived from the process of determining whether or not to merge with a given candidate. Due diligence may perhaps reveal more information about your own organization than it does about a given candidate. McCormick organizes his material within nine chapters:
Deciding to Merge
Selecting a Merger Partner
Laying the Groundwork with Staff and Volunteers
Negotiating and Determining Structure
Dissolution vs. Merger
Technical and Legal Aspects
Working with Consultants and Attorneys
Transition to Merge
Evaluation and Stewardship
After his Conclusion, McCormick provides 12 appendices which include relevant case histories, informative sample documents, and practical checklists. Who will derive the greatest benefit from this book? Obviously, governing board members as well as senior-level executives in an NPO which is an active merger candidate, either to acquire or be acquired. I also highly recommend this book to governing board members and senior-level executives of all other NPOs which could soon become involved (voluntarily or involuntarily) in merger negotiations or at least in preliminary discussions.
At this point, I presume to offer a suggestion to decision-makers in any NPO: Schedule a 2-3 day off-site workshop and require all participants to read this book in advance. Use its "Table of Contents" for the agenda. The group's objective is to collaborate on a Game Plan (if an active merger candidate) or a Contingency Plan ("just in case"). Here is how McCormick concludes: "There is an old saying that `ships are safe in port, but that is not why they are built.' Merger is a time for leadership to set sail and captain the organization to a new land. A land of opportunity is made available by the increased capacity of merger with a dynamic partner." To which I add, Bon Chance! When appropriate, Bon Voyage!
A Serious Book for Serious People.......2001-01-27
................................................... Mr. McCormick's excellent treatment of the subject. Nonprofit Mergers is also an excellent work, but very different in style and tone.
This is a serious book on a difficult subject by someone who has been there. The author's experience and his ability to weave his experience into the narrative was very helpful in establishing his credibility and his "hands-on" as well as his theoretical knowledge of the subject.
I was especially impressed by his assertion, which I share, that nonprofit mergers rarely save any significant money, and should not be advocated or undertaken for economic reasons. There's an easy 4% or so in savings that can be realized from almost any merger; expecting more usually leads to disappointment. The reasons to merge may be "positive:" enhancing efficiency, effectiveness, community image, fundraising ability, etc.; or the reasons may be "negative:" Mr. McCormick has a good explanation of how factors unrelated to mission can lead to a spiral from liability concerns to viability concerns to survivability concerns.
The merger process is detailed, with cogent explanations of the rationale for each step. There are serious legal, financial, and organizational/administrative issues to be faced all along the way, and tips on selecting and working with competent and experienced counsel are included, along with case studies, tables, forms, and samples.
His caution about using counsel specifically trained in nonprofit mergers is well-take, Many specialists in working with for-profit mergers don't appreciate the importance of the emotional issues involved in mergers, and how a single volunteer with (seemingly) no "power" can scuttle the entire process. Nonprofit mergers must be a far more open process than their for-profit counterparts' could ever be.
The book is well-sourced and well-researched, though the attributions sometimes impede the flow of the narrative. Nevertheless, it's a good "hands-on" sourcebook for serious executives and board members contemplating nonprofit mergers.
Book Description
This book is the authoritative work on developing plans, strategies, and tactics that will raise funds for capital projects.
Customer Reviews:
What a surprise!.......2001-10-19
Book Review:
Capital Campaigns: Strategies That Work
By: Andrea Kihlstedt and Catherine P. Schwartz
Edited by: James P. Gelatt
Aspen Publishers, Inc. Gaithersburg, Maryland 1997
Reviewed by: Norman Olshansky: President
NFP Consulting Resources, Inc.
...
What a surprise! With over 30 years of non profit fundraising, leadership and capital campaign consulting experience, I expected to gain little from this "how to" book which I was given to review. Boy, was I wrong.
Step by step, the authors outline and expand upon the key elements of a capital campaign; from determining whether or not your organization is ready for a campaign, to the best ways to celebrate and evaluate its conclusion.
I appreciated the amount of detail the authors included and their emphasis on organization, planning, leadership involvement and communications. They explore the basic process and then give in depth coverage of each step. In addition to sharing their own personal knowledge and expertise, they gathered much of their material by interviewing friends and clients who also had extensive capital campaign experience. They made the book more interesting, and dramatized the points they wanted to make, by the inclusion of short vignettes and quotes by volunteer and professionals, from actual campaign experiences.
Among the important subjects covered by the book are: how to select and use consultants, building the case for support, conducting a feasibility study, creating a campaign management plan, prospecting and prospect research, team building and leadership development, techniques of solicitation, campaign materials and public relations, events, thank yous, recognition, and much more. They even have a trouble shooting guide which focuses on what to do when things go wrong.
I highly recommend this handbook for volunteer leadership and staff alike (whatever their level of previous experience) who are considering a capital campaign. It is a book that should also be part of the libraries of campaign consultants. I have to admit that I picked up several great new ideas and techniques from reading the book.
Keep in mind that this is a "how to" book and will continue to be of value as a reference tool. The table of contents and index are complete and excellent in their detail.
I felt the authors could have put more emphasis on and expand the section on feasibility studies, or as I like to call them, pre-campaign assessments. Too many organizations try to avoid this important process thinking that they already know they need to know. They feel the pre-campaign study will take unnecessary time and resources. A good study not only sets the stage for a successful capital campaign and determines a realistic goal, but also provides invaluable information about the way the organization is perceived in the community, potential for major support, and extent to which leadership and staff are ready or capable to do what is necessary for success.
Organizational culture, leadership styles, personality management and what is often referred to as organizational politics are other areas which I felt deserved expanded coverage by the authors. Human factors, organizational history, and communication styles are all addressed in the book but are not given as extensive or in depth presentation as is warranted.
In summary, this book not only meets, but exceeds its very appropriate title: Capital Campaigns-Strategies that Work.
Better than expected!.......2001-10-16
What a surprise! With over 30 years of non profit fundraising, leadership and capital campaign consulting experience, I expected to gain little from this how to book which I was given to review. Boy, was I wrong.
Step by step, the authors outline and expand upon the key elements of a capital campaign; from determining whether or not your organization is ready for a campaign, to the best ways to celebrate and evaluate its conclusion.
I appreciated the amount of detail the authors included and their emphasis on organization, planning, leadership involvement and communications. They explore the basic process and then give in depth coverage of each step. In addition to sharing their own personal knowledge and expertise, they gathered much of their material by interviewing friends and clients who also had extensive capital campaign experience. They made the book more interesting, and dramatized the points they wanted to make, by the inclusion of short vignettes and quotes by volunteer and professionals, from actual campaign experiences.
Among the important subjects covered by the book are: how to select and use consultants, building the case for support, conducting a feasibility study, creating a campaign management plan, prospecting and prospect research, team building and leadership development, techniques of solicitation, campaign materials and public relations, events, thank yous, recognition, and much more. They even have a trouble shooting guide which focuses on what to do when things go wrong.
I highly recommend this handbook for volunteer leadership and staff alike (whatever their level of previous experience) who are considering a capital campaign. It is a book that should also be part of the libraries of campaign consultants. I have to admit that I picked up several great new ideas and techniques from reading the book.
Keep in mind that this is a how to book and will continue to be of value as a reference tool. The table of contents and index are complete and excellent in their detail.
I felt the authors could have put more emphasis on and expand the section on feasibility studies, or as I like to call them, pre-campaign assessments. Too many organizations try to avoid this important process thinking that they already know they need to know. They feel the pre-campaign study will take unnecessary time and resources. A good study not only sets the stage for a successful capital campaign and determines a realistic goal, but also provides invaluable information about the way the organization is perceived in the community, potential for major support, and extent to which leadership and staff are ready or capable to do what is necessary for success.
Organizational culture, leadership styles, personality management and what is often referred to as organizational politics are other areas which I felt deserved expanded coverage by the authors. Human factors, organizational history, and communication styles are all addressed in the book but are not given as extensive or in depth presentation as is warranted.
In summary, this book not only meets, but exceeds its very appropriate title: Capital Campaigns-Strategies that Work.
Average customer rating:
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Successful Special Events: PLANNING, HOSTING, AND EVALUATING (Aspen's Fund Raising Series for the 21st Century)
BARBARA R. LEVY
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Fundraising Fundamentals: A Guide to Annual Giving for Professionals and Volunteers
ASIN: 0834209357 |
Book Description
This book helps you navigate today's rough leadership waters and explains how to take the reins of leadership, educate your board members, initiate long-range planning, and get the most out of your staff.
Customer Reviews:
Debunking Nonprofit Management Exhortations.......2002-04-01
Nonprofit organizations employ 1 in every 14 American workers, generate 6% of the gross domestic product, and mobilize the efforts of an army of 84 million adults volunteering 15 billion hours each year for their communities. While a large number of these institutions employ a chief professional officer (often called the executive director), a small proportion of the burgeoning supply of nonprofit management publications focus on that job. The few authors that do tend to tackle this topic in either an academic or hortatory manner characterized by heaping doses of prescriptions and generalities. Once readers put these pedantic, ponderous publications down, they are hard to pick up again.
For those readers who either serve as or work with a nonprofit chief executive, aspire to become one, or merely like to study these interesting creatures, along comes Robert Lewis to save the day. Effective Nonprofit Management: Essential Lessons for Executive Directors is a practical, informative, and often hilarious look at one of the most interesting and grueling jobs in the U.S. economy. Lewis brings extraordinary perspectives to this topic as a scholar of ancient Greek, a playwright, a teacher, a former lawyer, a former stage performer, and a gifted comedian. Most of all, he brings years of experience as a practitioner who has served on the governing boards of many organizations with different missions, structures, traditions, leaders, and cultures. The result is that I often found myself wondering whether Socrates, Mel Brooks, and Henry Kissinger might have sat down together to collaborate on this entertaining and educational set of lessons for nonprofit administrators.
Lewis wisely focuses on what will be one of the make-or-break performance measures in the tenure of any executive director -- his or her relationship with the governing board. His central premise is that "Your board will be able to provide you (the executive director) with the rational, consistent, high quality support to which you're entitled only when it has the tools for making good decisions." He also recognizes what too many non-practitioners don't get -- the executive director will play a profound role in the education, performance, and character of that board. His advice on how to exploit this reality is delivered with wit and wisdom, spiced with stories from his current work as a consultant, teacher, and administrator at the Mandel Center for Nonprofit Organizations of Case Western Reserve University; his past life as a Vaudeville performer and World War II soldier; and literary citations ranging from Zeus to Marx (Groucho that is).
One of Lewis's greatest gifts to the field is the way he debunks the mind-numbing myths and simple slogans that have characterized too much of the nonprofit management and governance literature to date. His well-developed sense of the absurd blends well with the ambiguities and paradoxes surrounding the rewarding (but often bizarre) experiences of millions of people reporting to, serving on, or working with the individuals who make up the board of a nonprofit organization. I have a feeling that I would have enjoyed this book almost as much even if I had not shared these experiences in multiple roles as a chief executive, trustee, administrator, and consultant. The author's insights about the interpersonal relationships and group dynamics embedded in every nonprofit organization are applicable to so many other parts of our lives as human beings.
Good news and bad news about this book !.......2002-02-23
Effective Nonprofit Management: Essential Lessons for Executive Directors
Robert L. Lewis
Copyright 2001 Aspen Publishers
300 pages
Reviewed by Norman OlshanskyPresident, NFP Consulting Resources Inc.
As a professional who has served as an executive director and consultant to many non profit organizations, I looked forward to reading Robert Lewis's book. Mr. Lewis has an impressive background as an attorney, board member, and chair of several organizations. More recently, he has served as a consultant to nonprofits and is an educator with the Mandel Center for Nonprofit Organizations at Case Western Reserve University.
Mr. Lewis has a very "folksy" way of telling his "lessons" about the trials and challenges of nonprofit leadership from the perspective of the board member and executive director. It is easy to relate to many of the examples he shares from the real world. He even shares several of his own consulting experiences to make his point.
He gives proper emphasis to the different roles and power relationships that exist between board members and the Executive. He debunks the myth of "partnership." Such cannot exit between non-equals, especially when the Board can fire the Executive but not vice versa. He follows up by giving tips on how to maximize effective working relationships and establish appropriate roles and responsibilities.
I especially liked his emphasis on the importance of being mission-driven.
He covers some very important issues such as:
Getting started on the right foot
Remembering roles
The nitty-gritty of the ED's job
Board Relations
Vision and Leadership
Accountability
He poses ten very good questions which should be asked of every board member to determine if they are serious and able to serve in a meaningful way. He also offers an appendix on tax compliance, accounting, and budgeting issues.
The strengths of the book, however, were diminished by the style of presentation and lack of depth of content. Mr. Lewis rambles on as a story teller, going off on tangents that are difficult to follow and often do not relate to the subject at hand. Readers will learn about Greek mythology, the Latin derivatives of words, and techniques of stage savvy. After all, he also has a vaudeville background.
He describes himself as a meandering octogenarian. He is someone I would love to meet and talk to about his experiences. Unfortunately, he misses the mark in this book -- not so much for what he says, but how he presents his material. If you are looking for a good book on nonprofit management, this is not one of the first ones to read. It is too rambling for the beginner and not substantive enough for the experienced veteran of nonprofit leadership.
Book Description
This book has the insightful and cost-effective techniques you can use today that will deliver tremendous returns for years to come.
Book Description
In this easy-to-read guide, Kay Lautman, a renowned direct-response fundraising consultant maps out everything you need to know to prospect for new members renew memberships, and conduct house appeals.
Book Description
This book reveals the power of high-impact governance. The author helps nonprofits reach beyond success to develop dynamic leadership that makes the board a true asset in leading change and achieving unprecedented results.
Customer Reviews:
A Top Notch Blueprint.......2001-07-30
Doug Eadie's book contains important "how to" information for all those school boards out there who are trying to bring stability to their district. The plan is clear and the argument is convincing. My suggestion is that every school superintendent and every board member read the book with an open mind. Then, go for it if your board needs improvement. Mr. Eadie's insightful treatment of human interactions is without equal in this realm. My only criticism is that the publisher needs to employ a talented editor to go through the text of the book for the next edition.
A Practical Guide to High-Impact Performance.......2001-04-10
This is a book which should be read by anyone who is a member of the governing board of an organization. Eadie examines what he calls "seven keys to high-impact governance." He organizes his excellent material within six chapters, several of which conclude with "A Closing Word", "In Conclusion" or "In Closing" commentary which summarizes key points. Here are the six chapter titles:
Getting a Handle on the Work of Governing
Developing the Board as a Human Resource
Building and Maintaining the Board-CEO Relationship
Developing Your Board's Structure and Performance Management Capacity
Involving Your Board in Leading Innovation
Involving Your Board in Operational Planning and Management in the External Area
Eadie then provides a "Suggested Bibliography" for those in need of additional information sources. The book is primarily intended for those who are members of what Eadie calls a "strategic leadership team" such as a governing board member, CEO, or senior manager.
As promised in the Preface, he provides practical, down-to-earth guidance that will help them build governing boards of directors and trustees that are extraordinary at doing their basic job: governing. Eadie acknowledges that his book is based on several "critical assumptions": boards are organizations that can produce significant impact if they are systematically designed and developed; boards are above all else people; building extraordinary, high-impact boards is a team activity; and finally, the CEO should be the prime mover in developing a high-impact board. What Eadie provides is a comprehensive and cohesive guide. With regard to the aforementioned seven "keys" to extraordinary board leadership, they are: understanding in depth what governing is all about and generally how to develop a board's governing capacity; getting the right people to serve on the board and developing their governing skills; building and maintaining a strong board-CEO relationship; assembling a well-structured board which manages its own performance; having the board play a leading role in the organization's process for regularly generating significant innovation in an ever-changing, always-challenging environment; having the board play a strong, creative role in operational planning and budget preparation as well as operational oversight; and finally, having the board also play a creative role in external relations and financial resource development (i.e. fundraising). With eloquence and insight, Eadie explains HOW.
After many years of either serving on a governing board or reporting to one, I am convinced that this book will also be of substantial value to staff members who have little (if any) direct contact with governing board members. In an ideal world, everyone involved in an organization (top to bottom) should think and behave as if she or he were entrusted with the authority and responsibility which almost all governing board members now have. In a less-than-ideal world such as ours, the value of this book is even greater. You may also wish to check out "What Business Can Learn from Nonprofits", one of the essays anthologized by Nan Stone in Peter Drucker on the Profession of Management. I also highly recommend Dan McCormick's Nonprofit Mergers which examines the power of successful partnerships and explains how such power can be developed and then leveraged.
Book Description
Whether you're just beginning an annual giving program, or trying to improve an existing one, this is the one book you must have. With Donor Focused Strategies for Annual Giving, you'll take a fresh look at annual giving from the donor's perspective, which will enable you to better match donor interests to your organization's needs. Most important, you'll learn how to implement a significant new model--the annual integrated development program--today's most donor-sensitive, effective fund raising strategy for the long term.
Customer Reviews:
One of the best resources.......2002-03-15
Karla Williams has introduced an extremely practical and well written book for those of us who seek to raise the bar in the arena of Annual Funds and Donor Development. I have many, many books in my library that focus on fund-raising strategies, and this is the primary one that I will be using to train my staff and volunteers. Why? Ms. Williams not only presents a world-view that is compatible with our organization but then presents very practical, step by step strategies to implement this vision of donor development. She begins with a fairly in depth and clear presentation of the history of fund-raising (which helps to put things into perspective) and then moves on to what she believes is the most effective and responsible paradigm for funding non-profits: one that honors and respects the donor constituency in addition to raising the needed funds for our various causes. The book features numerous case illustrations, easy to interpret graphs, and an integrated annual develoment strategy that can be fine tuned for any organization. Bottom line: Yes it may seem expensive but it is simply one of *the* best resources for annual funds on the market today.
Donor Focused Strategies for Annual Giving.......2000-06-27
I highly recommend this book. The author has a very accessible, clear writing style. She lays out the pros and cons of various options very well. It has really helped me plan and improve my annual campaign.
Book Description
This book is the premier resource that will provide all you need for successful development of your planned giving programs.
Customer Reviews:
A Great Place to Start.......2002-04-19
I used the acid test for considering how well written a technical book is about my business - I gave it to my wife when she asked me some questions one day.
I have had this book on my shelf for several months and found it extremely valuable in doing some quick general research and in exploring a variety of concepts dealing with planned giving. Written for the small shop (in my opinion) that needs to develop a planned giving program, this is a well-written and easily read book covering A to Z.
Topics start with what is planned giving, move through defining and discussing philanthropy, setting up a planned giving program (first steps), pitfalls to avoid, marketing planned giving and even sample gift instruments. These are but a few of the chapters in what I think is an excellent starting point for someone new to planned gifts and how to promote them (or even a pro looking for some fresh ideas).
Ah yes, my wife. For her, this was a bit of a liberating experience - she now has a good grasp of what I do. She can converse with friends about the business of planned giving very comfortably with a much better understanding of the basics.
Books:
- Strategic Fund Development, 2nd Edition: Building Profitable Relationships That Last (Aspen's Fund Raising Series for the 21st Century)
- Strategic Planning for Public and Nonprofit Organizations: A Guide to Strengthening and Sustaining Organizational Achievement, 3rd Edition
- Talking Back to OCD: The Program That Helps Kids and Teens Say "No Way" -- and Parents Say "Way to Go"
- Teaching Every Student in the Digital Age: Universal Design for Learning
- The Art of Innovation: Lessons in Creativity from IDEO, America's Leading Design Firm
- The Board Member's Guide to Fund Raising (JOSSEY-BASS NONPROFIT SECTOR SERIES)
- The Book of Irish Families, Great & Small (Third Edition, Expanded)
- The Budget-Building Book for Nonprofits: A Step-by-Step Guide for Managers and Boards (Jossey-Bass Nonprofit & Public Management Series)
- The California Landlord's Law Book: Evictions (California Landlord's Law Book. Vol 2 : Evictions, 7th ed)
- The DAM Book: Digital Asset Management for Photographers (O'Reilly Digital Studio)
Books Index
Books Home
Recommended Books
- An Introduction to Systems Biology: Design Principles of Biological Circuits
- Saracens, Demons, and Jews: Making Monsters in Medieval Art
- Fast Track Careers: A Guide to the Highest Paying Jobs
- Heartbreaker
- History: Fiction or Science
- The Comedy of Errors
- National Electrical Code 2005 Softcover Version
- Dog Is My Co-Pilot: Great Writers on the World's Oldest Friendship
- Financial Derivatives: An Introduction to Futures, Forwards, Options and Swaps
- Peace Breaks Out: A Novel
Fundraising Basics: A Complete Guide
Conducting a Successful Major Gifts and Planned Giving Program: A Comprehensive Guide and Resource (Dove on Fund Raising)
Donor Focused Strategies for Annual Giving (Aspen's Fund Raising Series for the 21st Century)
Relationship Fundraising: A Donor Based Approach to the Business of Raising Money
How to Write Successful Fundraising Letters
