The Philanthropic Planning Companion

The Philanthropic Planning Companion

Author: Brian M. Sagrestano

Publisher: John Wiley & Sons

Published: 2016-03-17

Total Pages: 464

ISBN-13: 1118235495

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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.


Inspired Philanthropy

Inspired Philanthropy

Author: Tracy Gary

Publisher: John Wiley & Sons

Published: 2008-11-03

Total Pages: 342

ISBN-13: 0470447362

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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.


Fundraising

Fundraising

Author: Michael J. Worth

Publisher: SAGE Publications

Published: 2024-08-06

Total Pages: 549

ISBN-13: 1071930117

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The Second Edition of Fundraising: Principles and Practice by best-selling author Michael Worth offers an updated comprehensive introduction to fundraising that focuses on both theory and practice. The text is designed to engage students in thinking critically about issues in fundraising and philanthropy to prepare them for careers in the nonprofit sector. Worth explores key topics like donors, annual giving programs, major gift programs, and corporate and foundation giving and campaigns. A chapter on international and global fundraising and philanthropy covers key considerations, obstacles, and strategies for managing international NGOs and global organizations, and coverage of planned giving and digital fundraising reflect important current trends.


Philanthropy Study Key

Philanthropy Study Key

Author: Rachel M. Reis

Publisher: Rachel M. Reis, MPA, CFRE

Published:

Total Pages: 200

ISBN-13:

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Philanthropy Study Key was created by a CFRE for aspiring CFREs. The mission of Philanthropy Study Key is to provide high-quality, low-cost CFRE study guides for those who are preparing to take the test after they passed the application stage. Simply put -Philanthropy Study Key wants you to pay less and focus on doing more good. Read more about the story behind it at www.philanthropystudykey.com. This 200 page study guide will go over all domains of the CFRE: Domain 1: Current & Prospective Research (14% / 28 questions) Domain 2: Securing the Gift (23% / 46 questions) Domain 3: Relationship Building (26% / 52 questions) Domain 4: Volunteer Involvement (8%/ 16 questions) Domain 5: Leadership & Management (19% / 38 questions) Domain 6: Ethics (10% / 20 questions) Disclosures: This product is not endorsed by CFRE and I do not disclose any questions in this guide.


Creating Philanthropic Capital Markets

Creating Philanthropic Capital Markets

Author: Lucy Bernholz

Publisher: John Wiley & Sons

Published: 2004-04-26

Total Pages: 266

ISBN-13: 0471648574

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Through a coherent framework for pursuing such far-ranging changes, this easy-to-understand book addresses new ways for individuals and organizations to invest grant funds, approach regulatory structures that guide giving, and define their goals, activities, outcomes, and achievements. The author applies basic principles of industrial theory and evolution to examine, with a trained scholar’s eye, how individual organizations, associations, and the philanthropic infrastructure can work more effectively. Order your copy today!


Strategic Planning for Nonprofit Organizations

Strategic Planning for Nonprofit Organizations

Author: Michael Allison

Publisher: John Wiley & Sons

Published: 2015-04-06

Total Pages: 304

ISBN-13: 1118768140

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The bestselling guide to nonprofit planning, with proven, practical advice Strategic Planning for Nonprofit Organizations describes a proven method for creating an effective, organized, actionable strategy, tailored to the unique needs of the nonprofit organization. Now in its third edition, this bestselling manual contains new information about the value of plans, specific guidance toward business planning, and additional information about the strategic plan document itself. Real-world case studies illustrate different planning and implementation scenarios and techniques, and the companion website offers templates, tools, and worksheets that streamline the process. The book provides expert insight, describing common misperceptions and pitfalls to avoid, helping readers craft a strategic plan that adheres to the core values of the organization. A well-honed strategic plan helps nonprofit managers set priorities, and acquire and allocate the resources necessary to achieve their goals. It also provides a framework for handling challenges, and keeps the focus on the organization's priorities. Strategic Planning for Nonprofit Organizations is an excellent source of guidance for managers at nonprofits of every size and budget, helping readers to: Identify the reasons for planning, and gather information from internal and external stakeholders Assess the current situation accurately, and agree on priorities, mission, values, and vision Prioritize goals and objectives for the plan, and develop a detailed implementation strategy Evaluate and monitor a changing environment, updating roles, goals, and parameters as needed Different organizations have different needs, processes, resources, and priorities. The one thing they have in common is the need for a no-nonsense approach to planning with practical guidance and a customizable framework. Strategic Planning for Nonprofit Organizations takes the fear out of planning, with expert guidance on the nonprofit's most vital management activity.


Global Fundraising

Global Fundraising

Author: Penelope Cagney

Publisher: John Wiley & Sons

Published: 2013-02-25

Total Pages: 269

ISBN-13: 1118417267

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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.


The Complete Guide to Fundraising Management

The Complete Guide to Fundraising Management

Author: Stanley Weinstein

Publisher: John Wiley & Sons

Published: 2017-02-28

Total Pages: 311

ISBN-13: 111928936X

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The real-world guide to successfully funding your nonprofit program The Complete Guide to Fundraising Management is the comprehensive handbook for successful fundraising, with a practical focus that applies across the nonprofit sector. With a focus on planning, self-assessment, continual improvement, and high-payoff strategies, this book provides more than just ideas—it shows you the concrete, real-world actions that make it all happen, and gives you the tools you need to bring these concepts to life. This new fourth edition features the latest information about social media campaigning, internet fundraising, crowdfunding, and more. Timelines, checklists, and forms help you streamline management tasks to focus on effective development, and updated sample reports and budget information help you begin implementing these approaches quickly. The nonprofit world is becoming increasingly competitive in terms of funding, and fundraisers are being asked to perform miracles more than ever before. This book offers a time-tested framework for fundraising success, with step-by-step guidance through the entire process from prospect to program. Understand and apply the major principles and best practices of fundraising Manage information, resources, development, and volunteers Adopt new approaches to relationship-building and prospect identification Write grants and fundraising materials that make a rock-solid case for support There is never enough funding to go around. To survive and thrive, nonprofits must revitalize interest and generate more support. Gone are the days of door-knocking and bake sales; strategy is critical, and execution must be top-notch. The Complete Guide to Fundraising Management shows you the real-world strategies that get your programs funded.


Catalysts for Change

Catalysts for Change

Author: Maria Martinez-Cosio

Publisher: Routledge

Published: 2013-05-29

Total Pages: 209

ISBN-13: 1134112149

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Winner of the Community Development Society's 2014 Current Research Award! 21st Century Philanthropy and Community fills a gap in the literature on philanthropic organizations and how they intertwine with community development. Drawing first on the history of philanthropic funding, Maria Martinez-Cosio and Mirle Bussell look at developments in the last twenty years in detail, focussing on five key case studies from across America. The authors use their own first hand experiences and research to forge a new path for academic research in an area where it has been lacking. With the current economic climate forcing shrewd spending, foundations need all the guidance they can find on how to appropriately channel their funds in the best way. But how can these sorts of community projects be analyzed for effectiveness? Is there a quantitative rather than qualitative element which can be studied to give real feedback to those investing in projects? Arguing against a one-size-fits-all model, the authors illustrate the importance of context and relationships in the success of these projects.


Reimagining Global Philanthropy

Reimagining Global Philanthropy

Author: Kirk Bowman

Publisher: Columbia Business School Publishing

Published: 2021

Total Pages: 256

ISBN-13: 9780231200103

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Applying lessons from the success of community banks, Kirk S. Bowman and Jon R. Wilcox develop and implement a new model that significantly raises philanthropic efficacy. Their straightforward and rigorously tested approach calls for community members to take the lead while outside partners play a supporting role.