Progression Tracker
Introduction
Do You Need a Funding Plan?
Introduction to the Six Steps
Step 1: Establish Priorities
Step 2: Assess Capacity
Step 3: Set Fundraising Goals
- Creating a budget
- Calculating a fundraising goal
Step 6: Write & Implement Plan
Final Quiz
Sample Finance Plans
List of Case Studies
References & Additional Resources
Additional
Resources
These resources are suggested additional reading on topics covered throughout the module. At the beginning, we also provide references for works that were specifically cited throughout the module.
Use your browser's "Back" button to return to the previous page or the "Module Home" link at the top of the page to return to the Introduction.
Contents of this page
Works Cited
- Ciconte, B. and Jacob J. (2005). Fundraising Basics: A Complete Guide. Jones and Bartlett Publishers.
- Mastrine, B. (1976). How to develop an effective funding strategy. The Grantsmanship Center News.
- Duttweiler, M. (2004, February). Priority Setting Resources: Selected Background Information and Techniques. Ithaca, Cornell Cooperative Extension at Cornell University.
- Alliance for Nonprofit Management. About Capacity Building (adapted from definition of 'capacity'). Retrieved on April 9, 2007 from
allianceonline.org/about/capacity_building_and_1.page.
- Myrick, R. D. and Erney, T. (1985). Youth helping Youth: a Handbook for Training Peer Facilitators. Minneapolis: Educational Media Corporation. p 199.
- Seltzer, M. (2001). Securing you organization's future: A complete guide to fundraising strategies. The Foundation Center.
- Schwartz, S. (2006, Summer). Financial Management Best Practices. River Network's River Rally Handout. River Network (2005). Figure from River Voices Publication, 14(4).
- Munoz, P. & Raisbeck, L. (1996). How to Plan Your Fundraising Strategy. River Network's River Fundraising Alert, 3(3).
- Independent Sector. (2001). Giving and Volunteering in the United States: Key Findings. Retrieved November 21, 2005 from independentsector.org/programs/research/gv01main.html.
- Ciconte, . (2007). Slides from S.A.L.S.A. workshop on March 1, 2007 entitled "Fundraising Strategies 101: Part I." Ciconte, B. (2007). Slides from S.A.L.S.A. workshop on March 8, 2007 entitled "Fundraising Strategies 101: Part II."
- Independent Sector. (2001). Giving and Volunteering in the United States: Key Findings. Retrieved November 21, 2005 from independentsector.org/programs/research/gv01main.html.
- Robinson, A. (1998, Fall). Selling Social Change: How to Earn Money from your Mission. River Fundraising Alert, 5(3).
- Case study based on article: Sedivy, B. and Hixon, J. (2007, Spring). River Network's River Fundraising Alert, 14 (1).
- Barnes, D. (1996). National Fund Raising Newsletter, Vol 22, No. 5, March 1996 Supplement. Hughes, C. (2000). Fundraising-Planned Giving: The Future of Fundraising March 2000.
- Burdick, K. Roles and Responsibilities of Board Members. Retrieved on April 12, 2007 from www2.rivernetwork.org/library/index.cfm?doc_id=236.
- Ciconte, B. (2007). Slides from S.A.L.S.A. workshop on March 1, 2007 entitled "Fundraising Strategies 101: Part I."
- River Network Five Fundraising Strategies for New Watershed Groups.
- Pennsylvania Department of Environmental Protection. (2005). Watershed Stewardship a Planning and Resource Guide, Toolbox 2: Securing Financial and Human Resources, retrieved October 22, 2007 from ahs.dep.state.pa.us/newsreleases/default.asp?ID=3302&varQueryType=Detail.
- Independent Sector. (2001). Giving and Volunteering in the United States: Key Findings. Retrieved November 21, 2005 from independentsector.org/programs/research/gv01main.html.
- U.S. Environmental Protection Agency. (2005, May). Watershed Education Pays Off for the Hackensack River. Non-Point Source News-Notes, 75, 24-26. Retrieved November 21, 2005 from epa.gov/owow/info/NewsNotes/issues.htm.
- The Sophist. (2002, January). Social Entrepeneurship and Earned-income Strategies: The Next Wave. 2. Retrieved April 12, 2007 from isophinstitute.com/sophist_no2_entrepreneurship.aspx.
- Independent Sector (2001). Giving and Volunteering in the United States: Key Findings. Retrieved November 21, 2005 from independentsector.org/programs/research/gv01main.html.
- Ciconte, B. and Jacob, J. (2005). Fundraising Basics: A Complete Guide. Jones and Bartlett Publishers.
- Foundation Center. Establishing a Nonprofit Organization (online tutorial). Retrieved on October 22, 2007 from foundationcenter.org/getstarted/tutorials/establish/
-
- Ciconte, B. (2007). Slides from S.A.L.S.A. workshop on March 1, 2007 entitled "Fundraising Strategies 101: Part I." 0'Connell, L. (2007). Slides from S.A.L.S.A workshop on March 14, 2007 entitled "Changing Faces of Philanthropy: Trends impacting the Nonprofit Sector and Development" Hailman, S. (2003). Understanding Trends Impacting Nonprofit Organizations' Budgets. Campaign Consultation Inc. Retrieved April 20, 2007 from nationalserviceresources.org/epicenter/practices/index.php?ep_action=view&ep_id=935
- Data for graph from:
- National Center for Charitable Statistics (NCCS). (2004). (nccsdataweb.urban.org/NCCS/Public/index.php
)
- Independent Sector. (2001). New Nonprofit Almanac and Desk Reference and Giving and Volunteering in the United States, 1999. independentsector.org/PDFs/inbrief.pdf.
- National Center for Charitable Statistics (NCCS). (2004). (nccsdataweb.urban.org/NCCS/Public/index.php
- Ciconte, B. (2007). Slides from S.A.L.S.A. workshop on March 1, 2007 entitled "Fundraising Strategies 101: Part I." 0'Connell, L. (2007). Slides from S.A.L.S.A workshop on March 14, 2007 entitled "Changing Faces of Philanthropy: Trends impacting the Nonprofit Sector and Development" Hailman, S. (2003). Understanding Trends Impacting Nonprofit Organizations' Budgets. Campaign Consultation Inc. Retrieved April 20, 2007 from nationalserviceresources.org/epicenter/practices/index.php?ep_action=view&ep_id=935
- Ciconte, B. (2007). Slides from S.A.L.S.A. workshop on March 1, 2007 entitled "Fundraising Strategies 101: Part I."
- 0'Connell, L. (2007). Slides from S.A.L.S.A workshop on March 14, 2007 entitled "Changing Faces of Philanthropy: Trends impacting the Nonprofit Sector and Development." Ciconte, B. (2007). Slides from S.A.L.S.A. workshop on March 8, 2007 entitled "Fundraising Strategies 101: Part II." Swelwach, C. (2006, July to September). Developing Cultural Competence: Attracting Multicultural Staff, Donors, Members and Volunteers. Page 15.
- Association of Fundraising Professionals. FAQ: Evaluating Fundraising Costs. Retrieved on April 10, 2007 from afpnet.org/ka/ka-3.cfm?content_item_id=1095&folder_id=907;
Greenfield, J. M. (1996). Fundraising Cost Effectiveness. Wiley and Sons.
- From 2005 River Network data for groups seeking assistance with River Network and other trainers in the Watershed Support Network, featured in River Network's River Fundraising Alert, 13(1&2).
- Seltzer, M.. (2001). Securing you organization's future: A complete guide to fundraising strategies. The Foundation Center.
- Munoz, P. & Raisbeck, L. (1996, Fall). How to Plan Your Fundraising Strategy. River Network's River Fundraising Alert, 3(3).
- Gill Foundation. (2005). Dive into Development Planning: A Learning Laboratory.
- Calendar graphic created by Tetra Tech based on a PowerPoint presentation entitled "Grassroots Fundraising Training" in April 2004.
Web Sites and Tools
- Watershed Funding (epa.gov/owow/funding.html) is a Web site created by the Sustainable Watershed Finance team at EPA. It includes resources and tools
for both funders and fundees.
- Catalog of Federal Funding for Watershed Protection (cfpub.epa.gov/fedfund) is a searchable database of financial assistance sources (grants, loans,
cost-sharing) available to fund a variety of watershed protection projects.
- Charity Channel (http://charitychannel.com/DiscussionForums/tabid/3245/Default.aspx)
hosts subscription-based lists dedicated to some aspect relevant to nonprofit/NGO-sector professionals, including fund development and support. It is possible to preview the lists before paying the fee.
- The Charity Navigator (charitynavigator.org/)
provides free financial evaluations of America's charities. It provides insight on what donors look for in an organization.
- Combined Federal Campaign (CFC) (opm.gov/cfc/) provides information on the largest workplace giving campaign, including specific resources for charities interested in participating in the CFC.
- Compass Point nonprofit services (compasspoint.org/research/)
provides timely electronic newsletters for board members, books on nonprofit finance, research reports on topics like nonprofit staffing.
- Directory of Watershed Resources (http://efc.boisestate.edu/efc/)
is a searchable database of resources available to assist with a variety of environmental projects. The database, created by the EFC Network, includes information on federal, state, private, and other funding sources and assistance. Users can search for programs through a targeted search, keyword search or through an index of federal, state and private sources
- Environmental Finance Center (EFC) Network (epa.gov/efinpage/) is a university-based program that provides financial outreach services to regulated communities. The Network consists of ten EFCs that provide advisory services; education, publications, and training; technical assistance; and analyses on financing alternatives.
The EFC Network currently includes:
- University of Southern Maine (efc.muskie.usm.maine.edu/)
- Syracuse University (www.maxwell.syr.edu/efc/)
- University of Maryland (efc.umd.edu/)
- University of North Carolina at Chapel Hill (www.efc.unc.edu/index.html)
- University of Louisville (cepm.louisville.edu/contact.htm)
- Great Lakes EFC at Cleveland State University (urban.csuohio.edu.edu/glefc/)
- New Mexico Institute of Mining and Technology (http://nmefc.nmt.edu/home.php)
- California State University at Hayward (efc9.org)
- Boise State University (efc.boisestate.edu/efc/)
- Environmental Financing Information Network (EFIN) (epa.gov/efinpage/efin.htm) is an outreach service offering electronic access to many types of environmental financing information for state and local environmental programs and projects. EFIN maintains a Web site of environmental financial tools, including links to A Guidebook of Financial Tools.
- Environmental Support Center (ESC) (envsc.org/)
strives to improve the quality of the natural environment, human health, and community sustainability by increasing the organizational effectiveness of local, state, and regional organizations working on environmental issues and for environmental justice. ESC offers a variety of training opportunities, loans, and grants to help these organizations become better managed, funded and equipped.
- Fundraising Success Magazine (fundraisingsuccessmag.com/)
provides nonprofits with the most useful and pertinent information, strategies and expert advice to help them generate the necessary fundraising revenue to fulfill their mission.
- Grassroots Fundraising Journal (grassrootsfundraising.org/)
offers articles with practical, how-to instruction on fundraising strategies such as direct mail, special events, major gift campaigns, and online fundraising. It also offers tools to help you build a board of directors that is willing to raise money, choose a database to track donors, manage your time effectively, and ultimately develop a successful fundraising program.
- Guidebook of Financial Tools (efc.boisestate.edu /efc/Tools /GuidebookofFinancialTools/ tabid/83/ Default.aspx)
is a reference work intended to provide an overview of a wide range of ways and means that are useful in paying for sustainable environmental systems. It presents approximately 340 financial tools that include traditional means of raising revenue, borrowing capital, enhancing credit, creating public-private partnerships, and ways of providing technical assistance as well as financing tools that are, or might soon be, available to address significant environmental priorities.
- Help for Nonprofits Community Driven Institute Library (help4nonprofits.com/H4NP.htm)
provides articles on a variety of topics includes boards/governance, fundraising, and marketing.
- Institute for Conservation Leadership (ICL) (icl.org/) empowers leaders with training and builds volunteer institutions that protect and conserve the environment. ICL does this by helping leaders lead better, building connections between groups with similar goals, and supporting groups' progress with fundraising, board development, and other activities. Its Complete Fundraiser Program (icl.org/programs/complete.php) is a 12-month program which provides fundraising skills, training, and consulting support to participants and their organizations as they implement new fundraising efforts and transition to more systematic and sustainable fundraising.
- Internet Prospector (internet-prospector.org/)
is an online, monthly newsletter for nonprofit fundraisers. It provides information on fundraising and links to various types and sources of funding.
- Management Assistance Program for Nonprofits' Nonprofit Fundraising and Grantwriting (managementhelp.org/fndrsng/np_raise/np_raise.htm)
provides information and links on a variety of fundraising related topics.
- NonProfit Times (www.nptimes.com)
is a free newspaper that covers nonprofit news and fundraising advice.
- Plan2Fund (efc.boisestate.edu /efc /Tools /Plan2Fund /tabid /104 /Default.aspx) is a watershed planning tool developed by the Environmental Finance Center (efc.boisestate.edu/ efc/Home /tabid/37/ Default.aspx) at Boise State University that helps your organization develop and implement a long term financial strategy to meet strategic goals. Plan2Fund walks users through estimating the costs of their watershed program plan's goals and objectives, assessing any local matches, and determining funding needs to meet users' goals and objectives. Download a copy of Plan2Fund at sspa.boisestate.edu /efc /Tools_Services /Plan2Fund /plan2fund_registration.htm.
- Plan2Fund Objective Prioritization Tool (OPT) (efc.boisestate.edu/opt) is a watershed planning tool developed by the Environmental Finance Center (efc.boisestate.edu/efc/Home/tabid/37/Default.aspx) at Boise State University that helps your organization develop and implement a long term financial
strategy to meet strategic goals. Specifically, Plan2Fund OPT helps you develop priorities for an implementation plan using decision rules that you create.
This web-based decision model can generate comparative reports based on the decision rules you invent, the scores that you give to your objectives according
to those rules, and the weight that you give each decision rule.
- River Network (rivernetwork.org/) works to protect and restore America's rivers by building the capacity of grassroots organizations and acquiring threatened riverlands. River Network offers publications, fundraising tips, technical assistance and resources, and opportunities to network with other groups across the
country. River Network's Resource Library provides tools on how to raise more money, build stronger organizations, and protect rivers and their watersheds.
- The River Advocates Fundraising Guide (www2.rivernetwork.org/fundraisingguide) contains information, case studies, and lists of resource on a wide range of fundraising topics.
- The Directory of Funding Sources (rivernetwork.org/resource-library.php?ResourceID=643) lists over 300 private, corporate and federal funding sources for river and watershed groups.
- Tech Soup: the technology place for nonprofits (techsoup.org/) provides a range of technology services for nonprofits, including news and articles, discussion forums, and discounted and donated technology products.
- Training Resources for the Environmental Community (trec.org/research/index.htm/)
provides multiple reports for nonprofit environmental groups.
Annual Membership
- "The Ten Most Important Things You Can Know About Fundraising," by Kim Klein, 2004. Grassroots Fundraising Journal 23 (1).(grassrootsfundraising.org/howto/v23_n1_art03.pdf)
Klein walks through ten things you should know about soliciting donors effectively.
- Fundraising Basics: a complete guide (Second Edition), by Barbara L. Ciconte and Jeanne G. Jacob, 2005. Chapter 6 of this book (pp 86-92) explains how to create an annual campaign and motivate increased giving. Chapter 7 (pp 94-119) details donor renewal and direct mail.
Board and Staff Fundraising
- Big
Gifts for Small Gifts: A Board Member's 1-Hour Guide to Securing Gifts of $500-$5,000,
by Andy Robinson, 2004. This book offers board members useful tips to become confident
fundraisers.
- Fundraising Basics: a complete guide (Second Edition),
by Barbara L. Ciconte and Jeanne G. Jacob, 2005. Chapter 2 of this book (pp 8-24)
details the roles of board, staff, and volunteers in fundraising for the organization.
- "How
Board Members Can Become Effective Fundraisers" by Tony Poderis, 2007.
(raise-funds.com/111203forum.html).
This article details how to give board members the tools and guidance they need to be effective at raising funds for your organization.
Budget
- "Organizational Slack (or Goldilocks and the Three Budgets)" by Woods Bowman, 2007. The
Nonprofit Quarterly 14(1). (http://www.thecentrepoint.ca/email_brdcasts/centrepoint_focus/fall_2007/organizational_slack.pdf)
This is a great article that addresses surplus and an organization's financial capacity.
Capacity Assessment
- Strategic Analysis (Environmental Scan and SWOT) (managementhelp.org /plan_dec /str_plan /str_plan.htm #anchor970692)
provides additional information on SWOT and information on another strategic assessment tool, Environmental Scan.
Capital Campaigns
- "12 Things you should know about setting a capital campaign goal." by Tony
Poderis, 2007. (raise-funds.com /998forum.html)
This article provides advice for the capital campaign goal-setting process.
- "Capital Campaigns: building for now," by Tony Poderis, 2007. (raise-funds.com/1099aforum.html)
This article provides some useful tips in creating a capital campaign."
- Fundraising Basics: a complete guide (Second Edition), by Barbara L. Ciconte and Jeanne
G. Jacob, 2005. Chapter 14 of this book (pp 291-314) describes the process
of creating an effective capital campaign.
Corporate and Business Donations
- "Building Business Members in River and Watershed Organizations," by Don Elder, 1996. River Fundraising Alert v3n2, 1996. (rivernetwork.org/resource-library.php?ResourceID=641)
This article discusses the challenges in partnering with business organizations and ensuring you are staying true to your organization's mission.
- Fundraising Basics: a complete guide (Second Edition),
by Barbara L. Ciconte and Jeanne G. Jacob, 2005. Chapter 10 of this book (pp 157-194)
describes the process of writing proposals to corporations and forming long-term
relationships with businesses.
- Securing
Your Organization's Future: A Complete Guide to Fundraising Strategies,
by M. Seltzer, 2001. Chapter 16 of this book (pp 409-451) describes how
to approach corporations for support.
Earned Income
- New
Social Entrepreneurs: The Success, Challenge, and Lessons of Nonprofit Enterprise
Creation by
Jed Emerson and Fay Twersky, 1996.
This is a free book that can be read or downloaded at redf.org/download/nse/redf_intro.pdf
- Nonprofit Organizations in a Market Economy: Understanding New Roles, Issues, and Trends,
by David C. Hammack and Dennis R. Young, 1993.
- Securing
Your Organization's Future: A Complete Guide to Fundraising Strategies,
by M. Seltzer, 2001. Chapter 14 of this book (pp 335-207) describes how
to decide to have a earned income strategy and provides background on the range
of nonprofit enterprises.
- Social Enterprise Alliance (se-alliance.org/index.cfm)
supports the efforts of nonprofit organizations and funders to advance earned income strategies. This Web site contains publications, resources, and case studies on social entrepreneurship and earned income strategies.
Estimating Returns
- Fundraising Basics: a complete guide (Second Edition), by Barbara L. Ciconte and Jeanne G. Jacob, 2005. Chapter 5 of this book (pp 80-85) mentions ideas for evaluating
cost effectiveness and offers guidelines for costs of various types of fundraising
activities.
- "Rating and Evaluating Prospects: Whom Do You Ask For How Much," by Tony Poderis,
2007. (raise-funds.com/498forum.html)
This article provides some guidance on establishing how much money to seek from grantmakers and individual donors.
Federal and Foundation Grants and Loans
- Catalog of Federal Funding for Watershed Protection (cfpub.epa.gov/fedfund/) is a searchable database of financial assistance sources (grants, loans, cost-sharing)
available to fund a variety of watershed protection projects.
- Clean Water State Revolving Fund (epa.gov/OWM/cwfinance/cwsrf/index.htm) provides a short description of the types of watershed projects that CWSRF funds and provides links for CWSRF contacts, states’ Web pages, project success stories, and relevant factsheets.
- Federal Grants: Clean Water Act (epa.gov/owow/nps/cwact.html) offers guidelines and forms for applying for Clean Water Act Section 319 grants.
- Drinking Water State Revolving Fund (epa.gov/safewater/dwsrf/index.html) provides a short description of the types of watershed projects that DWSRF funds and provides links for DWSRF contacts, program guidance, information for tribal/territorial programs, and relevant factsheets.
- The Foundation Center
(foundationcenter.org/)
offers a comprehensive database on U.S. grant-makers and their grants. It has a free search tool, and you can receive additional information on grant-makers for a monthly fee. For established organizations interested in family foundations, the 990 Finder (foundationcenter.org/findfunders/990finder/) allows you to research the 990 forms of organizations.
- Foundation Search (foundationsearch.com/) includes a database driven tool for identifying funding sources and analyzing their historical giving trends. This includes locating grants by type, value,
year, recipient, donor and other criteria. Foundation Search also includes a comprehensive
source of indexed and fully searchable IRS Form 990PF returns representing all
United States' private foundations - over 87,000 - and spanning their most recent
tax reporting years. Fee for membership.
- Fundraising Basics: a complete guide (Second Edition) ,
by Barbara L. Ciconte and Jeanne G. Jacob, 2005. Chapter 11 of this book (pp 197-223)
explains the solicitation process for applying for foundation grants.
- Grants.gov (grants.gov/) offers a database to find and apply for Federal government grants. There are over 1,000 grant programs
offered by all Federal grant making agencies. Grants.gov allows organizations
to electronically find and apply for more than $400 billion in Federal grants.
- Grantsmanship Center (tgci.com/)
offers good training classes and very practical advice on government and foundation grant writing. Search their article archives on the Web site.
- Nonprofit guides (npguides.org/)
are free web-based grant-writing tools for nonprofit organizations, charitable, educational, public organizations, and other community-minded groups.
- Securing Your Organization's Future: A Complete Guide to Fundraising Strategies,
by M. Seltzer, 2001. Chapters 15 (pp 363-408) and 17 (pp 453-483) describe
how to approach foundations and government for grant support.
- Targeted Watershed Grants
(epa.gov/owow/watershed/initiative/)
offers guidance about applying for EPA's Targeted Watershed Grants Program, which
is a competitive grant program that provides funding to community-driven, environmental
results oriented watershed projects. The program also provides capacity building
grants to service provider organizations that can deliver training and tools for
all watershed organizations across the country.
Fundraising Environments
- Fundraising Basics: a complete guide (Second Edition), by Barbara L. Ciconte and Jeanne G. Jacob, 2005. Chapter 1 of this book (pp 1-6) discusses the current state of philanthropy in the US and explains how to create a philanthropic environment for your organization.
General Publications
- The
Five Strategies for Fundraising Success, by Mak Warwick, 2000. This book provides strategies for successful fundraising,
as well as extensive sections on estimating costs and evaluating success through
benchmarks.
- Fundraising
for Social Change (Fourth Edition), by Kim Klein, 2000. This book provides
organizations that have budgets of less than $1 million (including much less
than that) with the information they need to establish, maintain and expand a
successful community-based fundraising program.
- Grassroots
Grants: An Activist's Guide to Grantseeking, 2nd Edition, by Andy Robinson,
2004. Andy Robinson walks you through the challenges of incorporating
grants into a complete fundraising program, using grant proposals as organizing
plans, designing fundable projects, building proposals piece by piece, and
fostering effective communication with funders who support the activist community.
This edition contains all new budgets and model proposals, interviews with
funders from the grassroots community and timely information about grantseeking
on the Internet.
- The Nonprofit Membership Toolkit, by Ellis M.M. Robinson, 2003. Step-by-step, the Nonprofit Membership Toolkit shows how to create, manage, and
sustain a dynamic membership program. Written for both new and well-established organizations, this book is grounded in proven marketing techniques.
- Securing Your Organization's Future: A Complete Guide to Fundraising Strategies,
by M. Seltzer, 2001. This book offers a step-by-step approach to guide
organizations to achieve long-term financial well being. Throughout the text,
worksheets help you to formulate a plan for your organization's needs. Available
from the Foundation Center's Marketplace(fdncenter.org/marketplace/index.jhtml).
Indirect Costs
- Understanding
Indirect Costs (tgci.com/magazine/03summer/indirect1.asp)
by Henry Flood and Richard W. Phelps in The Grantmanship Center Magazine, Summer 2003.
- EPA's Office of Grants and Debarment Desktop Resource: Sample Indirect Cost Proposal Format for Nonprofit Organizations (epa.gov/ogd/recipient/sample1.htm) In developing you programs' budgets, remember to include both primary programs, such as environmental education, stream restoration, and support programs, such as fundraising and administration.
In-kind Donations
- "FAQ: What are in-kind gifts and how can I find out more about them?" by the Foundation Center, 2007. (foundationcenter.org/getstarted/faqs/html/inkind.html)
This Web site goes through the basics of in-kind donations and offers resources to help you get started.
License Plate Programs
- University of Washington's License Plate Program (uwfoundation.org/license_plates/license_plates.asp)
is a Web site that provides an example of how a license plate program is marketed to potential buyers.
Major Donors
- Fundraising
Basics: a complete guide (Second Edition), by Barbara L. Ciconte and Jeanne
G. Jacob, 2005. Chapter 9 of this book (pp 141-155) explains how to research
and approach prospective donors.
- The Millionaire Next Door, by Thomas J. Stanley and William D. Danko, 2003. William and Danko summarize findings from their research into the key characteristics that explain how the elite club of millionaires have become "wealthy" and what characteristics they tend to have in common
Online Giving
- Charity
Finders (charityfinders.com)
is an example of an organization that helps nonprofits build their Web sites to further their mission. They offer simple Web site building tools, workshops, and consulting.
- Firstgiving
(firstgiving.com)
is an example of a Web site where individuals raise money online for any nonprofit organization in the US. Fundraisers set up an online fundraising page using a simple template and send it with a personal message to family and friends to ask for support.
- Fundraising
Basics: a complete guide (Second Edition) ,
by Barbara L. Ciconte and Jeanne G. Jacob, 2005. Chapter 4 of this book (pp 44-67)
explains how to use technology in fundraising and the mechanics of online
giving.
- "Fundraising
Online Using Internet/Web," by Free Management Library, 2007. (managementhelp.org/fndrsng/np_raise/np_raise.htm#anchor911975)
This Web site provides a variety of links to articles regarding online giving, ranging from the basics to advanced donation systems.
- Securing Your Organization's Future: A Complete Guide to Fundraising Strategies, by
M. Seltzer, 2001. Chapter 13 of this book (pp. 307-333) describes how
to start an internet fundraising program
Operating Reserves and Endowments
- "Reserves and Endowments: Creating a Financial 'Nest Egg'" by Pat Munoz, 2003.
River Fundraising Alert 10(2). (www2.rivernetwork.org/library/fra2003v10n2.htm)
This article provides more in-depth descriptions of how to build reserves and endowments, as well as references to additional information.
Partnerships with Local Governments
- Stormwater Utility in Anne Arundel County. Materials from the Chesapeake Bay Journal (bayjournal.com/article.cfm?article=2901)
and the South River Federation(southriverfederation.net/WatershedRestorationFund.php)
show how Anne Arundel country watershed groups worked with voters to support a storm utility proposal that would fund backlogged river restoration projects.
- "Natural
Lands Trust Fund, Ocean County, NJ: Property Tax Increases and Bonding Authorization Referendum" by The Trust for Public Land, 2007. (tpl.org/tier3_cdl.cfm?content_item_id=947&folder_id=707)
This article provides an example of using taxes to preserve open lands.
Planned Giving
- Barrett Planned Giving goes through a definition of planned giving, some of the major types, and the
greatest myths about planned giving. (barrettplannedgiving.com/planned_giving_defined.html)
- Fundraising Basics: a complete guide (Second Edition), by Barbara L. Ciconte and Jeanne G. Jacob, 2005. Chapter 15 of this book (pp 319-333) describes how to create
a planned giving program and identifying the best prospects.
- PG Calc provides its clients with products and services for charitable gift planning and planned gift administration. (pgcalc.com/pginfo/pginfo.htm)
- Planned Giving Today (liebertpub.com/pgtoday)
is a monthly publication serving the planned giving community. PGT provides education and information about planned giving, and helps gift planners.
- Securing Your Organization's Future: A Complete Guide to Fundraising Strategies, by M. Seltzer, 2001. Chapter 12 of this book (pp 273-305) describes the various types of planned giving and offers advice on launching a planned giving program.
Special Appeals
- "Special
Appeal Letters Are Worth It! How to Interest Your Membership in Contributing More
than Once a Year" by Pat Munoz, 1996. River Fundraising Alert 3(4). (www2.rivernetwork.org /library /fra1996v3n4.pdf)
This article discusses how to decide if a special appeal is appropriate and how to write a great special appeals letter.
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