AFP/Wiley Fund Development

Do you or your volunteers fear rejection or feel like a beggar when fundraising? Do you worry about soliciting donors too often? Are you tired of the relentless cycle of fundraising activities necessary to generate revenues for your programs? Beyond Fundraising: New Strategies for Nonprofit Innovation and Investment, Second Edition dispels these concerns and helps you: • Learn how to position your organization in the community as a constructive, vital, and successful social investment • Develop an investor relationship with donors and engage their values-based commitment capacity to make a difference in their communities In this revised and updated Second Edition, fundraising expert Kay Sprinkel Grace presents her internationally field-tested core beliefs, principles, and strategies for developing long-term relationships with donor-investors and volunteers. Share in the wisdom and experience that have helped countless nonprofit organizations grow their base of support and go beyond fundraising into true donor and fund development.

Part of the AFP/Wiley Fund Development Series, “Nonprofit Essentials: Major Gifts” is a professional guide to major gift fundraising, concisely presented in a format that is accessible, lively, and easy-to-read. With in-depth advice from experienced fundraiser Julia Walker, this book takes the reader from the early stages of establishing a program through the core elements of all major gift programs: identifying and rating prospects; preparing the case; training volunteers; cultivating donors; making the ask; and providing recognition and stewardship for the gift. Its nuts-and-bolts presentation focuses on how to create a prospect-centered program that develops the capacity to engage and solicit donors, effectively based on their unique interests and needs.

Written by fundraising experts Tom Ahern and Simone Joyaux, Keep Your Donors is a new, winning guide to making disappointing donor retention rates a thing of the past. This practical and provocative book will show you how to master the strategies and tactics that make fundraising communications profitable. Filled with case studies and based in part on the CFRE and AFP job analyses, Keep Your Donors is your definitive guide to getting new donors-and keeping them-for many years to come.

One of the most significant factors in the success of any fundraising program is the ability and willingness of the organization to take the time to develop an integrated development plan with realistic budgets, timelines, and areas of responsibility. Part of the AFP/ Wiley Fund Development Series, “Nonprofit Essentials: The Development Plan” takes the reader through the development planning process and helps both novice development officers and seasoned professionals to create a plan that contributes to an organization's realization of its mission. Exhorting readers to ensure their plan is a living instrument and not just a document sitting on a shelf, nonprofit expert Linda Lysakowski includes examples of typical development plan formats as well as timelines for the planning process to help users identify the level of detail that will be required. Whether large or small, your organization will benefit from “Nonprofit Essentials: The Development Plan”. This professional guide's nuts-and-bolts presentation equips your organization to create a dynamic development plan that fosters enthusiasm, cultivates a sense of confidence, and helps track success.

Fundraising Consultants Lowering net costs, realizing more money, and securing larger donations are just a few of the advantages to hiring a professional fundraising consultant. But how can you know you're picking the right consultant for your organization? Filled with invaluable information to help you identify, select, retain, and work with development/fundraising consultants, “Fundraising Consultants” includes practical advice, tips, guidelines, possible outcomes of consulting, exemplary stories, and other useful information for nonprofit organizations of any size considering the use of development/fundraising consultants. Author Eugene Scanlan-a leading fundraising consultant-offers step-by-step guidance and resources to help you in your decision to use consultants, and then shows you how to go about getting the right one for the job. Its numerous case studies and practical tools-including sample invitation letters to consultants, sample requests for proposal, sample consulting budgets, samples of reports, and recommendations-equip you to implement the concepts introduced in the book. This guide covers everything you need to know to make critical decisions for selecting and working with fundraising consultants and explores: • The request for proposal • Where to find the best consultant • Using the Internet and other sources in your search • The proposal for services • Pre- and post-proposal interviews • Selecting the right consultant • Drawing up a contract • Working with your consultant Brimming with ideas, concepts, and information that will help you and your organization through the consultant selection and working process, “Fund-raising Consultants” reveals what your nonprofit should look for when considering hiring a consultant or firm. Intended as a guide for any nonprofit organization considering hiring a consultant, to help the organization see if it is ready to raise money, to assist it in raising money, and/or accomplish the goals a good fundraising consultant can help the organization achieve, “Fundraising Consultants” is your insider guide to using fundraising consultants effectively.

LEARN THE SECRETS TO BUILDING AND MANAGING A SUCCESSFUL ANNUAL SUPPORT CAMPAIGN FOR YOUR NONPROFIT ORGANIZATION Whether your organization is building its first annual support campaign or working on its hundredth, “The Annual Campaign” offers a fresh look at how your organization can raise the most money possible by effectively engaging staff, board, volunteers, donors, and prospects in embracing your mission and rallying to its cause. This nuts-and-bolts book presents practical advice on: • The secrets to running an effective, well-coordinated annual campaign • Why your annual campaign needs a strong support base • How to know when your organization is ready to launch its campaign • Best practices for growing human relationships-and big pledges and gifts • How to get your volunteer force purposefully engaged Brimming with step-by-step guidance and practical tools, including checklists for annual support campaigns, assessments for campaign readiness, sample pledge cards, cultivation tips for obtaining larger gifts, and much more, “The Annual Campaign” is the only guide you'll need to launch a successful-and abundantly lucrative-annual campaign.

Create powerful strategies for your nonprofit organization to achieve breakthrough performance in mission impact Does your nonprofit have a reliable way of knowing the impact its making? Beginning with an eye-opening discussion of what strategy is, Mission Impact: A Breakthrough Strategy for Nonprofits reveals how the process of strategy development should be designed with authoritative coverage of mission impact, vision, five year strategic stretch goals, strategy implementation, and management. • Step-by-step guidance and practical tools • Integrates the very best current thinking on performance and strategy available, drawing from both the corporate and nonprofit worlds • Cutting-edge ideas presented in a user-friendly fashion The deteriorating quality of life in our communities screams out for immediate action — for breakthrough improvement, not just incremental changes. Mission Impact: A Breakthrough Strategy for Nonprofits will lead you and your organization to achieve breakthrough performance for maximum mission impact. Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

At a time of intense competition, low barrier to entry, and lightning-quick brand recognition, leading nonprofits are building more value-rich branding programs. They are proactively creating business models that bring their brand to life in the hearts and minds of their stakeholders. “Breakthrough Nonprofit Branding” demonstrates how a constituency-focused, compelling brand can revolutionize an organization and the way people view and support it. As practiced in real life, most nonprofits define "branding" as their visual identity produced to aid in awareness and fundraising. However important logos and trademarks are, this limited perspective leaves a significant amount of value on the table. Visionary, mission-driven organizations recognize brand as a bigger canvas for their work. To them, branding is the daily expression of their purpose and a way to communicate their promise to stakeholders. Their brand is their trust mark-their commitment to consistently deliver on who they are, what they stand for, and their unique benefits. Drawing on their combined seventy plus years of experience in the nonprofit and corporate sectors, the authors studied eleven visionary nonprofits to reveal the seven principles for transforming a brand from ordinary trademark to strategic competitive advantage. The groups profiled reflect a variety of sizes, breadths, regions, and issues. The common thread is that their brand work has resulted in greater social impact and vibrant growth. Through the use of case studies, Breakthrough Nonprofit Branding reveals how: • A nonprofit put its renewed brand to work to propel its organization forward-despite inconsistent community support • Renewed brand meaning heightened stakeholder commitment, stabilized an organization's financial position, and empowered it to weather a roiling economy • A small organization's brand campaign resulted in exceptional growth • A re-brand transformed a nonprofit, enabling it to expand from a regional to national footprint • One of the largest nonprofits lost momentum and regained direction through a revitalized brand process “Breakthrough Nonprofit Branding” shows you how to create a brand that creates unique value, builds deep relationships, fosters loyal communities, and increases social impact. It offers a practical road map and essential tool for nonprofit leaders, board members, and volunteers, as well as communications professionals, development consultants, marketing agencies, academics, students, and all those interested in catalyzing dynamic results for the organizations they serve.

A fresh step-by-step guide for identifying your nonprofit's planned giving prospects and inspiring them to give generously “Donor-Centered Planned Gift Marketing” helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Here, nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts. You will learn about various donor-centered marketing channels and techniques, as well as how to generate internal support for an improved planned gift marketing effort. • Full of useful and proven tips you can implement for immediate results • Offers practical tools including forms and checklists • Includes a worksheet to help organizations calculate their planned giving potential Sharing the latest research findings, this book shows you how to identify who your planned giving prospects are. You will learn how to effectively focus on them through meaningful communication that ultimately inspires them to give and give more.

A comprehensive workbook covering all aspects of successful nonprofit development One of the most significant factors in the success of any marketing and fundraising program is the ability and willingness of the organization to take the time to develop an integrated development plan with realistic budgets, timelines, and areas of responsibility. The Nonprofit Development Companion examines all aspects of successful development and includes useable templates and examples that can be adapted for application within any nonprofit organization. • Covers a specific element in each chapter, including mission, strategic planning, case for support, marketing/communications, use of volunteers, fundraising program, recordkeeping system, CEO, governing board, and development staffing • Includes templates and samples to provide specific examples to use right away • Offers a new approach to nonprofit fundraising and marketing Based on sound development principles, this book gives you the step-by-step guidance you need to build and run a successful development program.

A straightforward guide to the principles of effective fundraising operations “An Executive Guide to Fundraising Operations” provides fundraisers with easy-to-understand approaches to evaluate and address fundraising operations needs and opportunities. This guide simplifies and focuses on the analysis of problems and needs, allowing a quick return to fundraising. • Provides the essential framework to improve and innovate development operations • Includes dozens of practical tools, including sample policies for data, database, reporting, and business processes • Offers sample workflow illustrations for gift processing and acknowledgment, report specification, and other processes • Features sample reports for campaign management, performance management, and exception management • Delivers effective calculators for operational rules of thumb No matter what the department is called, most fundraisers struggle with evaluating operational issues. This guide leads you through principles of effective fundraising operations, simplifies complicated topics, and offers solutions to some of the most vexing operations dilemmas.

A donor-centered guide to charitable gift planning for fundraisers and professional advisors “The Philanthropic Planning Companion” compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. Whether you are building your practice to work with high-net-worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand. • Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented • Explores the latest research focuses on donor behavior For fundraisers and professional advisors alike, “The Philanthropic Planning Companion” is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives.

Everything you need to know as a nonprofit board member to raise more money and help your organization succeed in meeting its goals. Engaging and informative, this practical guide to fundraising contains valuable insights that nonprofit boards need to succeed in raising money in today's dynamic economic environment. While written expressly for board members, this useful handbook also provides advice to executive directors and advancement staff on how to partner with your board to build an unstoppable fundraising team. “A Fundraising Guide for Nonprofit Board Members” shows you how to raise more money by building board leadership and skills in fundraising. This book covers it all-the board's leadership role in fundraising; how to organize and train your board to raise funds; building a team with board and staff; raising funds for operations, major gifts and capital campaigns; how to ask for gifts; plus a guide for conducting a board retreat that will lead to fundraising success. • Demystifies the ask by providing a straightforward guide on how to ask for, and close, gifts • Features case studies, real life examples, and checklists in an easy to reference format • Offers sample materials for a board retreat on building the successful fundraising team.

Step-by-step guidance to key fundraising methods to attract, engage, and retain donors of all ages “Fundraising and the Next Generation” brings readers up to date on cases, research, opportunities, and challenges regarding philanthropy's next generation. Readers will learn practical strategies for cultivation, solicitation, and stewardship of Gen X and Y philanthropists using new technologies and traditional tools. “Fundraising and the Next Generation” covers the behaviors, key characteristics, and approaches for working with philanthropists under the age of forty. In addition, other age cohorts will be discussed to provide perspective, comparison, and related strategies. • Includes step-by-step tools for setting up next gen technology in your organization and engaging Gen X and Y as donors • Features a glossary of social media terms, a list of academic resources for development and professional advancement, and an assessment toolkit • Defines the key characteristics of the four current generations, their habits for charitable giving, and how every development office can successfully engage them in philanthropy • Provides a website with additional information beyond the book Savvy fundraising leaders understand that successful and sustained philanthropy is not just an issue for today. Long-term planning and diversified strategies allow fundraisers to access every prospective contribution possible. Timely and relevant, “Fundraising and the Next Generation” brings readers up to date on cases, research, opportunities, and challenges regarding philanthropy's next generation.

A practical guide to the challenges and successes of global fundraising, written by an international team of highly respected philanthropy professionals and edited by two of the leading nonprofit thinkers, “Global Fundraising” is the first book to genuinely offer a global overview of philanthropy with an internationalist perspective. As the world becomes more interdependent, and economies struggle, global philanthropy continues to increase. More than that, nonprofits are taking up roles that have traditionally been filled by the government-including social welfare, healthcare, and human rights. “Global Fundraising” provides complete coverage of the implications of this growth for nonprofit culture and how it drives changes in fundraising practices. • Organized into thematic chapters, a mixture of geographic and topical issues, it places North American philanthropy in a wider context • It features a companion website with a variety of online tools and materials • The book includes contributions by international leading experts Matt Ide, Mair Bosworth, Usha Menon, Anup Tiwari, Paula Guillet de Monthoux, Angela Cluff, Norma Galafassi, Mike Muchilwa, Tariq Cheema, Lu Bo and Nan Fang, Masataka Uo, Chris Carnie, Sean Triner, Andrea McManus, Marcelo Inniarra, Ashley Baldwin, Rebecca Mauger, YoungWoo Choi, R.F. Shangraw, Jr., Sudeshna Mukherjee, and Anca Zaharia. The book skillfully tracks how the world of fundraising is changing rapidly due to a number of factors including: continuing growth of great wealth, non-profit innovation emerging everywhere, growth of indigenous NGOs, increased professionalism in fundraising, and the value and role of new and social technologies. Written by a team of philanthropy leaders, Global Fundraising offers timely coverage of fundraising around the world. A must-have for INGO leaders and anyone, anywhere, interested in the future of philanthropy and effective fundraising practices.

Strategic planning and tactical fundraising can maximize income and minimize costs Fundraising is the lifeblood of the nonprofit, and, successful or otherwise, determines the organization's ability to provide for the group it serves. Every organization attempts to lower overhead while increasing donations, but this often proves to be impossible within existing frameworks. Effective fundraising, increasing donations while engaging more donors and lowering costs, requires a sound strategy that turns major roadblocks into minor hurdles that are easily overcome. It's not about trying harder, it's about working smarter. “Fundraising the Smart Way” provides the groundwork for a complete revamp of organizational fundraising systems. Author Ellen Bristol applies twenty years of corporate sales experience and eighteen years in fund development consultation to the problem of inefficient fundraising. Bristol turns her extensive sales expertise toward the perspective of "selling" an organization to potential donors, increasing the donor pool, and lowering the cost of fundraising. The book details the questions every nonprofit should be asking to maximize the effectiveness of fundraising efforts, and encourages systematic strategy development by zeroing in on key factors such as: • Organizational goals, strengths, and weaknesses • Donor actions and motivations • Workload management and results QA • Opportunity evaluation and organizational action The book outlines clear, concrete, actionable steps that can be immediately implemented to escalate income growth. Effective fundraising is sustainable, consistent, and on-target. It must exceed current need and expand to fill future need. “Fundraising the Smart Way” represents a true breakthrough in that it lays a foundation for true systemic overhaul, and can be the catalyst for the growth of any nonprofit.

The essential guide for nonprofits wanting to manage their Internet applications in a coordinated, cost-effective, and efficient manner. The rapid onset of increasingly advanced and complex technologies has challenged nonprofits to invest with their sparse resources in attempting, and failing, to keep pace with for-profit companies, with the result that most now cannot compete with new commercial products and commercial applications. “Nonprofit Internet Management” reveals how current technologies can be utilized in full measure most effectively by nonprofits and addresses how to manage various applications for maximum benefit to internal operations and community service. • Covers management models, social networking information, case studies, fundraising strategies, collaboration and coordination examples, and sample communications techniques • Includes chapters written by leading Internet professionals • In-depth discussion of Website design, technology trends, social networks, managing the organization using online tools, E-governance and board leadership, prospect research and donor modeling, volunteer recruitment and management, mobile technology, stewardship and relationship management, and green technology applications Filled with case studies, “Nonprofit Internet Management” also includes screenshots, tables, worksheets and checklists. It's an essential resource for every nonprofit organization operating in our modern wired world.

Practical tools and techniques to incorporate ethical standards and practices in nonprofit fundraising. “Nonprofit Fundraising Strategy” is a helpful and inspiring resource for nonprofits large and small, young and mature, local and international. The insightful guidance and case studies found within these pages will help you understand how to address specific ethical issues within your nonprofit and leave plenty of food for thought and discussion. • Adds new materials on new business practice codes, the Ethics Assessment Inventory, coverage of new ethics standards • Now includes an ethics assessment tool on the Ethical Fundraising, Second Edition companion website • Considers essential topics including: appearance of impropriety, rights of donors, tainted money, using donations as intended, choosing a leadership role, ethical decision-making, restoring public confidence in the nonprofit sector, and the ethics of grant making and grant seeking • Written by luminaries in the field of ethics in fundraising • Explores a topic that all professional fundraisers must engage with in order to build the trust and confidence of the giving public • Offers an invaluable collection of essays based on the rich experience of philanthropic leaders • Presents wise reflections on the central role of ethics in fundraising Featuring contributions from a host of well-known and respected senior-level fundraising professionals, several of whom are members of the AFP Ethics Committee, “Nonprofit Fundraising Strategy” features a wealth of practical tools to help fundraising practitioners, board members, and governing boards implement these essential concepts into their own organizations.

Essential tools for implementing right-sized prospect research techniques that help nonprofit organizations reach their fundraising goals. Written especially for front-line fundraisers, “Prospect Research for Fundraisers” presents a practical understanding of prospect research, prospect management, and fundraising analytics, demonstrating how research can be used to raise more money. Filled with examples, case studies, interviews, and stories, this unique book is structured around the fundraising cycle and illustrates the myriad of current and ever-changing prospect research tools and techniques available to boost an organization's fundraising effectiveness. From essential overviews to how-to-search skills, this practical book gives development officers the tools to understand how to use prospect research in ways that best fit their goals for each stage of the fundraising cycle. • Provides practical insight to understand the best use of each prospect research tool and technique • Features a companion website with a variety of online tools to help readers implement key concepts • Part of the AFP Fund Development Series “Prospect Research for Fundraisers” provides fundraisers with an understanding of what prospect research is and which resources are available to small organizations that have limited internal capacity, medium-sized organizations building capacity, and large organizations wanting to maximize their strengths. It offers a practical understanding of the relevant tools at the disposal of development officers and managers responsible for hiring, outsourcing, purchasing, managing, and implementing prospect research within their organizations.

Fundraising Analytics: Using Data to Guide Strategy Fundraising Analytics shows you how to turn your nonprofit's organizational data-with an appropriate focus on donors-into actionable knowledge. The result-A vibrant, donor-centered nonprofit organization that makes maximum use of data to reveal the unique diversity of its donors. It provides step-by-step instructions for understanding your constituents, developing metrics to gauge and guide your success, and much more.