The Fundraising Planner: A Working Model for Raising the Dollars You Need (Jossey-Bass Nonprofit and Public Management Series.)

Book Description

A good fundraising plan can make a vital difference in the quality of a nonprofit organization's programs and services. It can be the map by which the organization charts and secures its future. This step-by-step guide is designed to help you and your organization construct an operational fundraising plan that is appropriate to your specific funding needs. From meeting deadlines and scheduling special events to creating an overall plan for fundraising activities, The Fundraising Planner ensures that all activities fit together as a whole and support each and every program.

The model presented in this workbook is flexible and suited to multiple purposes. Use The Fundraising Planner and learn how to:

Create an effective overview plan
Formulate a calAndar of events, mailings, and strategies to attract contributions
Draw fundraising ideas from financial data
Strengthen your donor and prospect lists
- Survey your board to refine its mission
Produce a basic funding proposal and press kit
Prepare clear status reports for the board, development staff, and key fundraising participants
Track progress towards your funding goal

The authors have organized the workbook into four sections corresponding to the main stages of designing a fundraising plan:

Understanding the Big Picture
Deciding Plan Inputs
Putting the Plan Together
Monitoring the Plan

Within each section, chapters detail how to master an essential fundraising skill and offer "To Do" exercises to reinforce learning. The exercises allow you to build a cogent, practical fundraising plan. Additionally, there are real-life examples reflecting current fundraising issues across the country. The Fundraising Planner provides easy-to-follow advice to fundraisers from organizations of all sizes. With this valuable guide, you and your team can achieve greater efficiency in the day-to-day challenges of fundraising.

Customer Reviews:

Fundraising Plan.......2007-04-23

Great tool for fundraising planning. Workable model for creating a donation and fundraising plan for nonprofit companies.

Plan, plan, plan!.......2004-12-30

The Fundraising Planner does a nice job covering the "particulars" of planning without losing sight of the bigger picture. Like other titles in the Jossey-Bass series, this guide is helpful in structuring an approach and strategy for raising funds. Practical and well-written.

Good Intro Book.......2004-01-31

This is a pretty solid introductory book to fundraising, donor management, proposals, etc. If you are new to the business I would definitely recommend it, though more experienced people might not find it quite as helpful. (though there are still a some good nuggets of information)

A "real" working model.......2001-05-24

Terry & Doug Schaff have provided a virtual road map in The Fundraising Planner. The information is presented in a clear and well thought out manner presenting information that can be seamlessly inserted into your current programs. The planner illustrates how to develop, plan and implement the strategies necessary to conduct successful and accountable fundraising activities.

This book truly has something for everyone. From the neophyte to the seasoned professional, the Schaffs have provided a tool that will take your plans to the next level. The planner truly is a step-by-step guide that does not insult the reader with coddling phrases and usless data. Each chapter delves ever deeper into the raison d'etre for each mechanism used to move the fundraising process.

As a Development Director I found many applications within the planner that I can utilize to complement my planning activities. The real world applications provided after each step are valuable exercises as you facilitate your yearly planning process. The information presented is very timely, relevant and useful.

Book Description

In this comprehensive reference, Roy T. Meyers provides an invaluable tool for anyone who wants to learn how the government budgeting process works, where it doesn't work, and how it can be improved. Filled with insights and wisdom from thirty-six contributors, this book presents an encyclopedic account of budgeting innovations today. Seven sections and twenty-nine chapters cover everything from current basic processes to the uncertain future of budgeting. Handbook of Government Budgeting is the definitive resource for anyone interested in the ways governments acquire and spAnd money.

Nationally and internationally respected experts such as Bob Bland, Naomi Caiden, James Chan, Philip Cooper, Larry Jones, A. Premchand, Irene Rubin, and Barry White offer the reader a full spectrum of information and ideas gleaned from a broad base of practice and research. The contributors are authorities in the fields of political science, economics, accounting, and management. They include executives, managers, analysts, consultants, and academics who have studied or worked with governments. The combined wisdom of these experts ensures the most concise, complete, and thought-provoking compilation concerning government budgeting today.

Each section of the Handbook of Government Budgeting presents multiple chapters offering different perspectives on budgetary subjects. Topics include: an overview of government budgeting; credit markets, the economy, and budget balancing; taxation in budgeting; the informational foundations of budgeting; budgeting by institutions; politics, management, and analysis in budgeting; and budgeting over time for large amounts. This comprehensive volume will prove a priceless tool to government professionals as well as professors of budgeting courses. Budgeting students and practitioners will find up-to-date information on the latest budget issues and politics in governments across federal, state, and local levels.

The teaching supplement is available directly from the author.

Book Description

Hands-on guidance to help nonprofits through the tax filing maze

Forms 990 provide a wealth of financial and programmatic information to enable government regulators, funders, journalists, and the interested public to measure a nonprofit's performance. A copy of the forms must be provided to anyone who asks; charities' forms are now posted for public view on the Internet courtesy of Guidestar.org. These forms are the most widely used tools for evaluating tax-exempt organizations. Schools, health and welfare organizations, business leagues, civic associations, museums, parent groups, garden clubs, private foundations, and the myriad of other nonprofit organizations recognized under section 501 of the federal tax code must file this form annually. Clear, correct, and concise preparation of Forms 990-EZ, 990, 990-PF, and 990-T is important, not only as financial documents, but also as a means of communicating an organization's mission and accomplishment to the public.

Demystifying the Forms 990 for financial professionals and nonprofessionals alike, this user-friendly handbook walks you through the federal tax compliance process to assure maintenance of tax-exempt status. Blazek is widely recognized for her ability to translate complicated concepts into understandable language and explain the why and how Forms 990 should be prepared. In this book, readers will find:

Comprehensive, fill-in forms with line-by-line instructions including a synopsis of applicable tax issues
Explanation of consequences of answers that can have several consequences
Suggestions for dealing with the IRS as an organization grows and changes
Ways to maximize deductions in calculating tax due on unrelated business income
Tips for successful navigation of the interactive parts of Form 990-PF and reducing excise tax

Customer Reviews:

It's boring, but then, so is air and water.......2001-05-04

It's hardly the most sexy book I've reviewed, but it may be among the most useful if you are involved with a US nonprofit organization, or know someone who is. 990 Handbook is a line-by-line approach to the annual IRS Form 990.

Written by Jody Blazek, the book is a self-contained soup-to-nuts guide to completing these annual forms correctly.

Blazek accomplishes what she set out to do, as stated in the book's Preface: "My goal for this handbook is to demystify the Forms 990 for financial professionals and nonprofessionals alike - to make it easy for a nonprofit organization to achieve the best possible presentation of their financial activity and mission accomplishments for all to see."

Book Description

Here is the first really practical book on major gift fundraising. It is a step-by-step guide to ensuring a success.

Customer Reviews:

Worth the Price?.......2006-04-23

Good book for someone getting started in major gift fundraising. Also a good refresher for the old pro, but same information is availabe in other books at a significantly lower price.

How do you get a copy of this book?.......2005-05-02

I loved this book. It came highly recommended from another development director and I checked it out from the library. But I see that Amazon does not carry it. Where can I purchase a copy of this book?

A great resource for board, staff & volunteers.......2002-10-31

If you believe that the best fundraising comes from personalized stewardship, you should read this book. Sturtevant takes his years of experience in the higher education fundraising circle, and translates many of the best practices into a format that anyone can use. He offers a great understanding to the novice fundraiser (be they board, staff or volunteer) and really helps humanize an otherwise scary endeavor.

Even the seasoned fundraiser will learn much from his experience, though you may notice redundancy toward the beginning of the last half of the book. Skip over the stuff you know, and you will still be pleased with the outcome.

I've successfully used this book to help train members of my board and to aid in the development of a pro-fundraising philosophy around the office.

Excellant compilation of knowledge on donor cultivation........1998-11-03

This book was loaned to me and now I have got to have a copy for my own library! Sturtevant not only tells what he is doing he tells us why and starts at the very beginning. He draws extensively on other heavyweight fundraising authors so reading this book is really giving you the info from 3 or 4 of the top fundraisers in the country. A "must have" in any development office.

Budgeting and Financial Management Handbook for Not-For-Profit Organizations

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Budgeting and Financial Management Handbook for Not-For-Profit Organizations
Edward J. McMillan
Manufacturer: American Society of Association Executives
ProductGroup: Book
Binding: Paperback

Corporate Finance | Finance | Business & Investing | Subjects | Books

General | Business & Investing | Subjects | Books

Budgets: An Analytical and Procedural Handbook for Government and Nonprofit Organizations

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Budgets: An Analytical and Procedural Handbook for Government and Nonprofit Organizations
Michael Babunakis
Manufacturer: Greenwood Pub Group
ProductGroup: Book
Binding: Hardcover

Public Finance | Economics | Business & Investing | Subjects | Books

Fund-Raising Regulation: A State-By State Handbook of Registration Forms, Requirements, and Procedures (Nonprofit Law, Finance, and Management)

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Fund-Raising Regulation: A State-By State Handbook of Registration Forms, Requirements, and Procedures (Nonprofit Law, Finance, and Management)
Seth Perlman , and Betsy Hills Bush
Manufacturer: John Wiley & Sons
ProductGroup: Book
Binding: Hardcover

Nonprofit Organizations & Charities | Industries & Professions | Business & Investing | Subjects | Books

Advertising | Marketing & Sales | Business & Investing | Subjects | Books

General | Law | Subjects | Books

Labor & Employment | Business | Law | Subjects | Books

General | Reference | Subjects | Books
ASIN: 0471142530

Inspired Philanthropy: Your Step-by-Step Guide to Creating a Giving Plan and Leaving a Legacy (Kim Klein's Chardon Press)

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Inspired Philanthropy: Your Step-by-Step Guide to Creating a Giving Plan and Leaving a Legacy (Kim Klein's Chardon Press)
Tracy Gary , and Nancy Adess
Manufacturer: Jossey-Bass
ProductGroup: Book
Binding: Paperback

General | Popular Economics | Business & Investing | Subjects | Books

General | Business & Investing | Subjects | Books

Nonprofit Organizations & Charities | Industries & Professions | Business & Investing | Subjects | Books

Motivational | Management & Leadership | Business & Investing | Subjects | Books

Philanthropy & Charity | Social Sciences | Nonfiction | Subjects | Books
ASIN: 0787996521

Book Description

This newest edition of the classic book shows how anyone can align and integrate values, passions, and dreams for their communities and families into their plans. Inspired Philanthropy explains how to make a difference by creating giving and legacy plans, tells what questions to ask nonprofits, and spells out how to help partner with advisors and nonprofit leaders for inspired outcomes. In addition to overall updates to statistics, the new edition includes a discussion of the implications of the Buffett gift to the Gates Foundation; new legacy planning tools; expanded resources on youth, giving circles, and communities of color; key questions for advisors and donors; and worksheets and resources available on the enclosed CD.

The Nonprofit Handbook, 2002 Supplement: Fund Raising (AFP/Wiley Fund Development Series) (Wiley Nonprofit Law, Finance and Management Series)

Average customer rating:

It isn't just a book; it's a fund raising curriculum . . . .

The Nonprofit Handbook, 2002 Supplement: Fund Raising (AFP/Wiley Fund Development Series) (Wiley Nonprofit Law, Finance and Management Series)

Manufacturer: Wiley
ProductGroup: Book
Binding: Paperback

General | Popular Economics | Business & Investing | Subjects | Books

General | Business & Investing | Subjects | Books

Nonprofit Organizations & Charities | Industries & Professions | Business & Investing | Subjects | Books

All Titles | Qualifying Textbooks - Fall 2007 | Stores | Books

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Nonfiction | Qualifying Textbooks - Fall 2007 | Stores | Books
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ASIN: 0471419397

Book Description

The Third Edition of this invaluable handbook provides a complete overview of the entire development function, from management and strategic planning to hands-on, practical guidance for the various kinds of fundraising. Written by leading fund-raising professionals and edited by James M. Greenfield, this volume is a classic in the field of fundraising.

Customer Reviews:

It isn't just a book; it's a fund raising curriculum . . . ........1998-01-19

One of the most experienced and respected fund-raising professionals in the United States, James M. Greenfield, ACFRE, FAHP, has assembled the best wisdom 42 other highly-regarded and experienced fund-raising leaders, into a comprehensive handbook covering nearly every conceivable aspect of fund development. The Nonprofit Handbook: Fund Raising isn't just a book; it's a fund raising curriculum between two covers. Indeed, I am unaware of any other volume which attempts -- and successfully so, I might add -- to map the entire scope of fund raising so thoroughly. A warning, though: It would be a monumental task to read this book in its entirety. Rather, its best use is as a fund raising reference - a one-volume library for articles covering just about any topic fund development professionals are likely to encounter. For example, folks who are involved with an annual fund will want to focus on Part III, entitled "Annual Giving Program." The section contains articles on "Overview of Annual Giving," "Direct Mail," "Benefit Event Fundamentals," "Benefit Event Enhancements," Telemarketing," and "Volunteer-Led Solicitations." To take another example, folks looking for major donors will turn to Part IV, entitled "Major Giving Programs," containing thorough treatments on these topics: "Overview of Major Giving," "The Corporate Support Marketplace," "The Grant-Seeking Process," "Major Gifts from Individuals," "Capital Fund Appeals," "Planned giving: Gift Vehicles," and "Planned Giving: Management and Marketing." One drawback is its price. At $210, it's one of the pricier books in fund raising. However, this is a two-volume set. I've described only the "Fund Raising" volume; there is also Management volume, covering -- again, in encyclopedic fashion -- all aspects of nonprofit management. We'll be reviewing that in the next installment of "We Review." Despite the price of the set, I cannot imagine any well-equipped fund development department not having these volumes available to the staff.

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