Building Your Endowment
Building Your Endowment

Author: Edward C. Schumacher

Publisher: Jossey-Bass

Published: 2003-02-12

Total Pages: 0

ISBN-13: 9780787960100

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This practical workbook will help you put in place the last component of a comprehensive development office-- an endowment program. Building Your Endowment gives development professionals, executive directors, consultants, and volunteers the information needed to understand and implement an endowment program that will get bottom-line results. Based on the philosophy and teachings of Henry R. Rosso-- founder of the Fund Raising School and the preeminent twentieth century fund raising educator-- Building Your Endowment is infused with Rosso's views, approaches, and perspectives on fund raising. Building Your Endowment * Offers systemic approaches to developing an endowment fund raising program * Includes the strategic choices an organization faces when developing endowments * Contains a proven approach to endowment donors that has been successful for other organizations * Gives a summary of the unique components of endowment and how it is different from other kinds of fund raising

Nonprofit Essentials
Nonprofit Essentials

Author: Diana S. Newman

Publisher: John Wiley & Sons

Published: 2005-03-10

Total Pages: 278

ISBN-13: 0471678465

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Praise for Endowment Building "This comprehensive work shows how endowments can provide multiple opportunities for donor involvement when the solicitation program is well designed and integrated with other fund development and program goals. Emphasizing the critical ethical issues inherent in marketing and structuring endowment gifts, it is an excellent reference manual and training guide." --Joanne Scanlan, PhD, Senior Vice President for Professional Development Council on Foundations, Washington, D.C. "Endowment Building provides both practical, hands-on advice and a philosophical, inspirational framework to guide novice and experienced mission-based organizations. Given the demographic opportunities and challenges facing the nonprofit world, this book is a must-read." --Nancy Herrold Strapp, Executive Vice President and Chief Development Officer Buckhorn Children & Family Services, Louisville, Kentucky "A comprehensive guide on how to start, grow, and maintain an endowment. It shows how to put theory into practice with numerous real-life examples and success stories." --Joe Bull, Director of Planned Giving, The Ohio State University, Columbus, Ohio "After you read this book, you will know what to do and how to do it. It is a wonderful tool for new and emerging community foundations!" --Kay M. Marquet, President and CEO, Community Foundation Sonoma County, California "Endowment Building is an insightful, succinct, easy-to-read resource on building successful endowment programs. It's a well-organized guide containing practical suggestions and reminders of things development professionals know but some-times forget." --Jeff W. Smith, Vice President and Trust Counsel, Baptist Foundation of Texas, Dallas

Building an Endowment
Building an Endowment

Author: Lynda S. Moerschbaecher

Publisher: Taylor Trade Publishing

Published: 2001

Total Pages: 0

ISBN-13: 9780944496688

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You often begin the monumental task of building an endowment with few resources, little support and even less time. In this book you will learn how to overcome these pressures and also learn the process of setting up and securing an endowment fund. We will examine where money comes from, where it goes and how it grows. We will set forth rules and guidelines for its management. We will unlock and outline the ways in which an endowment fund can become a most effective fundraising investment.After reading this book, you will not only have a solid grasp of what endowment is and how it works, you will be ready to build an endowment right from the start.

Fundraising for Social Change
Fundraising for Social Change

Author: Kim Klein

Publisher: John Wiley & Sons

Published: 2016-04-18

Total Pages: 594

ISBN-13: 111920979X

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The bible of grassroots fundraising, updated with the latest tools and methods Fundraising for Social Change is the preeminent guide to securing funding, with a specific focus on progressive nonprofit organizations with budgets under $5 million. Used by nonprofits nationally and internationally, this book provides a soup-to-nuts prescription for building, maintaining, and expanding an individual donor program. Author Kim Klein is a recognized authority on all aspects of fundraising, and this book distills her decades of expertise into fundraising strategies that work. This updated seventh edition includes new information on the impact of generational change, using social media effectively, multi-channel fundraising, and more, including expanded discussion on retaining donors and on legacy giving. Widely considered the 'bible of grassroots fundraising,' this practically-grounded guide is an invaluable resource for anyone who has to raise money for important causes. A strong, sustainable fundraising strategy must possess certain characteristics. You need people who are willing to ask and realistic goals. You need to gather data and use it to improve results, and you need to translate your ideas in to language donors will understand. A robust individual donor program creates stable and long-term cash flow, and this book shows you how to structure your fundraising appropriately no matter how tight your initial budget. Develop and maintain a large base of individual donors Utilize strategies that pay off sooner rather than later Expand your reach and get your message out to the donor pool Translate traditional fundraising methods into strategies that work for social justice organizations with little or no front money Basing your fundraising strategy on the contributions of individual donors may feel like herding cats—but it's the best way for your organization to maintain maximum freedom to pursue the mission that matters. A robust, organized, planned approach can help you reach your goals sooner, and Fundraising for Social Change is the field guide for putting it all together to make big things happen.

Pioneering Portfolio Management
Pioneering Portfolio Management

Author: David F. Swensen

Publisher: Simon and Schuster

Published: 2009-01-06

Total Pages: 433

ISBN-13: 1416554033

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In the years since the now-classic Pioneering Portfolio Management was first published, the global investment landscape has changed dramatically -- but the results of David Swensen's investment strategy for the Yale University endowment have remained as impressive as ever. Year after year, Yale's portfolio has trumped the marketplace by a wide margin, and, with over $20 billion added to the endowment under his twenty-three-year tenure, Swensen has contributed more to Yale's finances than anyone ever has to any university in the country. What may have seemed like one among many success stories in the era before the Internet bubble burst emerges now as a completely unprecedented institutional investment achievement. In this fully revised and updated edition, Swensen, author of the bestselling personal finance guide Unconventional Success, describes the investment process that underpins Yale's endowment. He provides lucid and penetrating insight into the world of institutional funds management, illuminating topics ranging from asset-allocation structures to active fund management. Swensen employs an array of vivid real-world examples, many drawn from his own formidable experience, to address critical concepts such as handling risk, selecting advisors, and weathering market pitfalls. Swensen offers clear and incisive advice, especially when describing a counterintuitive path. Conventional investing too often leads to buying high and selling low. Trust is more important than flash-in-the-pan success. Expertise, fortitude, and the long view produce positive results where gimmicks and trend following do not. The original Pioneering Portfolio Management outlined a commonsense template for structuring a well-diversified equity-oriented portfolio. This new edition provides fund managers and students of the market an up-to-date guide for actively managed investment portfolios.

Foundation and Endowment Investing
Foundation and Endowment Investing

Author: Lawrence E. Kochard

Publisher: John Wiley & Sons

Published: 2010-12-28

Total Pages: 325

ISBN-13: 1118045009

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In Foundation and Endowment Investing, authors Lawrence Kochard and Cathleen Rittereiser offer you a detailed look at this fascinating world and the strategies used to achieve success within it. Filled with in-depth insights and expert advice, this reliable resource profiles twelve of the most accomplished Chief Investment Officers within today’s foundation and endowment community—chronicling their experiences, investment philosophies, and the challenges they face—and shares important lessons that can be used as you go about your own investment endeavors.

Strategic Leadership and Management in Nonprofit Organizations
Strategic Leadership and Management in Nonprofit Organizations

Author: Martha Golensky

Publisher: Oxford University Press

Published: 2020-01-30

Total Pages: 393

ISBN-13: 0190097868

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Nonprofit organizations need smart, informed managers. This comprehensive introductory textbook aims to expose students to the range of responsibilities expected from modern nonprofit organizations and their boards, executive management, frontline staff, and community volunteers. Section 1 focuses on the characteristics of a nonprofit organization, with an explanation of the specific attributes of both charitable and member-serving nonprofits. It considers the historical development of the nonprofit sector as a whole and of the human services subsector in particular, culminating with a review of the political and economic climate in which nonprofits operate. Section 2 considers theories of leadership. The multiple roles of the nonprofit professional leader are delineated, to recognize that the same person may serve as manager and administrator, motivated by different priorities when functioning in each capacity. Ethical issues are also considered, along with the theoretical and practical aspects of decision-making, and the relationship between organizational culture and organizational change. Sections 3 and 4 address the specific skills of the nonprofit leader involved in securing material resources and managing human resources, respectively. The book concludes with a focus on the role of volunteers and the need for organizations to provide them good experiences if they want volunteers to keep coming back. Featuring an extended case study, this book is a useful guide for students and professionals new to the workplace on topics such as successfully managing change, strengthening programs, nurturing a dynamic board of directors, diversifying revenues, and building a strong, committed staff and volunteer corps.

International Experience in Developing the Financial Resources of Universities
International Experience in Developing the Financial Resources of Universities

Author: Abdulrahman Obaid AI-Youbi

Publisher: Springer Nature

Published: 2021-10-04

Total Pages: 134

ISBN-13: 3030788938

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This open access book aims to present the experiences and visions of several world university leaders, providing strategies and methods used to find various income sources for their institutions. The expansion of a university system requires a corresponding increase in funding. Consequently, university administrators all over the world are in a constant search for additional funds. If higher-level institutions are expected to deliver high-quality education and research, their sustainable funding is crucial to the development of the countries they serve. While governmental sources are a major part of the funding of most universities, economic downturns as in the case of the COVID-19 crisis may reduce governmental contributions in this and cause administrators to look for various alternative sources to help them compete in a global setting. This book offers valuable information and guidance to university leaders and administrators worldwide especially at a time when university budgets are under stress due to the COVID-19 pandemic with its dire financial and economic consequences.

Abundance
Abundance

Author: Michael R. Ward

Publisher: Fortress Press

Published: 2020-01-07

Total Pages: 209

ISBN-13: 1506461425

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This book by pastor and certified fund raising executive (CFRE) Michael R. Ward provides church leaders a resource to lead their congregations to a new culture of generosity and abundance that raises more money as well as more disciples. Written specifically with pastors, congregation councils, finance committees, and stewardship teams in mind, this book encourages and guides a process of study, reflection, and action that is clear and practical. Ward taps into years of experience fundraising in the nonprofit sector to address the ongoing challenges of financing ministry. His goal is to empower congregations and other nonprofit organizations to expect and plan for generosity. The book moves from grounding stewardship ministry biblically and theologically to setting up the basic building blocks for strong stewardship, including board development, stewardship planning, and strategic planning. From there, it addresses practical tactics, such as case development, communication, donor mentality, roadblocks, volunteers, and steps to a gift. Real-life stories and examples of growing stewardship programs and capital campaigns are provided along with practical hands-on tools to help groups plan, develop, and implement stewardship plans.