Conducting a Successful Development Services Program / Edition 1

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With the publication of Conducting a Successful Capital Campaign, Kent E. Dove introduced the definitive guide to every aspect of a capital campaign. Drawing on the same fundamental principles that form the core of any successful development program, Dove now applies his proven techniques to the full spectrum of fundraising. Conducting a Successful Development Services Program -- the fourth volume of the comprehensive Dove on Fundraising Series -- offers the most complete guidance on creating, implementing, and sustaining a fundraising program that is fully supported by a professional development services program.

Nonprofits' behind-the-scenes fundraising functions -- information systems, development technologies, research, managing prospects, and stewardship -- not only support their organizations' overall development efforts but also are key to their long-term success. Conducting a Successful Development Services Program, a first-of-its-kind resource, draws together in one book a tremendous body of knowledge of these functions to guide the process of planning and managing an innovative and effective development services program. Using Conducting a Successful Development Services Program as a guide, nonprofits will be able take a holistic approach to the process of identifying, researching, and managing prospects; creating, storing, and using data and information; and properly administering gifts and showing appreciation to donors. Conducting a Successful Development Services Program also includes an extensive resource section filled with a wealth of examples from real-life organizations.

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Product Details

  • ISBN-13: 9780787956240
  • Publisher: Wiley
  • Publication date: 12/17/2001
  • Edition description: 1 ED
  • Edition number: 1
  • Pages: 640
  • Product dimensions: 7.60 (w) x 9.30 (h) x 1.50 (d)

Meet the Author

Kent E. Dove, one of America's most successful and respected fundraisers, is Senior Adviser and Executive Director, Campaign Planning, for the Indiana University Foundation. He has served on the educational fundraising committee of the Council for Advancement and Support of Education (CASE) as well as on the board of directors of the Association of Fundraising Professionals (AFP). Dove is the author of several books on fundraising, including Conducting a Successful Annual Giving Program and Conducting a Successful Fundraising Program, both from Jossey-Bass.

Vicky Martin is director of research management and information services at the Indiana University Foundation.

Kathy Wilson is the former director of the office of development services at the Indiana University Foundation.

Mary M. Bonk is executive director of information and technology services at the Indiana University Foundation.

Sarah C. Beggs is coordinator of special projects at the Indiana University Foundation.

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Table of Contents

Preface xi
Acknowledgments xv
The Authors xvii
Introduction 1
Part 1 Planning and Implementing Your Development Services Program 7
Tables, Figures, and Exhibits in Part One 9
Selecting and Building the Best Information Management Systems
1 Selecting and Building Your Donor Database 13
2 Choosing Technologies to Support Communication 37
Learning More About Your Donors
3 Establishing Your Research Infrastructure 55
4 Conducting Prospect Research 69
5 Managing Prospects Systematically 89
Sustaining the Gift
6 Stewarding Gifts 116
7 Stewarding Donors 149
Part 2 The Development Services Resource Guide 179
Resource Guide Contents 181
1 Financial Report Forms 185
2 Data Elements and Codes 203
3 Information Services Project Log 215
4 Position Descriptions 219
5 Research Request Forms 243
6 Research Orientation Materials 255
7 Vision and Mission Statements 293
8 Research Department Procedures 297
9 Statements of Ethics 311
10 CASE Educational Partners Vendor List 321
11 Estimating Net Worth 389
12 Web-Based Research 393
13 Research Profile Formats 399
14 Wall Street Terminology You Need to Know 411
15 Corporate Filings 421
16 Corporate Research Resources 441
17 Nonprofit Keyword Search 447
18 Useful Bookmarks for Doing On-Line Research 451
19 Prospect Management Protocols 457
20 Rules Regarding Charitable Tax Deductions 489
21 IRS Publications and Forms 499
22 Gift Agreement Templates 507
23 Gift Receipt Samples 525
24 Corporate Matching Gift Company Listing 533
25 Corporate Matching Gift Form 547
26 Acknowledgment Letters 555
27 Forms of Donor Recognition 561
28 Newsletters 569
29 Media Coverage 573
30 Honor Roll of Donors 581
31 Event Planning Calendar 593
32 Special Event Invitations 597
33 Donor Survey 603
References 607
Index 609
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