F. Warren McFarlan

Effective Fundraising


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      Table of Contents

      1  Cover

      2  Title Page

      3  Copyright

      4  Dedication

      5  Foreword

      6  Preface Note

      7  Acknowledgments

      8  1 Asking for Money Three Propositions Different Organizations and Their Needs How to Get Started Making the Ask Your Role as a Solicitor Book Organization Notes

      9  2 Governance Governance Committee Composition A Case Study Board Recruiting and Structure Term Limits Trustee Career Path Building Trustee Engagement Donor Recognition Multigenerational Trustees Summary

      10  3 The Players The Development Director Head of Development Committee The CEO Chair of the Governance Committee Chairman of the Board Head of Capital Campaign Committee Summary Note

      11  4 The Annual Fund Last Year's Target and Results Performance Against Similar Organizations Are There Special Opportunities This Year? Are We Getting the Right Amount from Our Constituencies? Is Our Budget Reasonable Given the Economy? Annual Fund Staffing Adequacy Stage of Development of Annual Fund Picking the Annual Fund Chair Logistics Campaign Mission and Theme Prelaunch Solicitation Formal Launch Tracking Asks Persistence Is Critical Volunteer Training Cold-Call Telethons Donors You Know Initial Nonrespondents Humans Have Habits Donor Education Emotional Impact Transparency on Sources of Support Tonality Stewardship Progress Measurement Summary

      12  5 Capital Campaign Campaign Feasibility Campaign Setup Conclusion Note

      13  6 Planned Giving and Foundations Traditional Gift Approaches Major Planned Giving Tools Foundations Summary Notes

      14  7 Events Board Events Annual Events