ISBN-10:
0787956244
ISBN-13:
9780787956240
Pub. Date:
12/17/2001
Publisher:
Wiley
Conducting a Successful Development Services Program / Edition 1

Conducting a Successful Development Services Program / Edition 1

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Overview

Conducting a Successful Development Services Program / Edition 1

Nonprofits' behind-the-scenes fundraising functions—informationsystems, development technologies, research, managing prospects,and stewardship—not only support an organizations' overalldevelopment efforts but also are key to long-term success.

A first-of-its-kind resource, Conducting a Successful DevelopmentServices Program draws together in one book a tremendous body ofknowledge on planning and managing an innovative and effectivedevelopment services program. Written by master fundraiser KentDove, the book guides you through the process of identifying,researching, and managing prospects; creating, storing, and usingdata and information; and, properly administering gifts and showingappreciation to donors. An extensive resource section offers you awealth of examples from real-life organizations.

Product Details

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

About the Author

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

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

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

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

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

Table of Contents

Preface.

Acknowledgements.

About the Authors.

PLANNING AND IMPLEMENTING YOUR DEVELOPMENT SERVICES PROGRAM.

Selecting and Building the Best Information ManagementSystems.

Selecting and Building Your Donor Database.

Choosing Technologies to Support Communication.

Learning More About Your Donors.

Establishing Your Research Infrastructure.

Conducting Prospect Research.

Managing Prospects Systematically.

Sustaining the Gift.

Stewarding Gifts: Mary M. Bonk, Kent E. Dove.

Stewarding Donors: Sarah C. Beggs, Kent E. Dove.

THE DEVELOPMENT SERVICES RESOURCE GUIDE.

Financial Report Forms.

Data Elements and Codes.

Information Services Project Log.

APRA Skills Sets: Basic, Advanced.

Positions Descriptions.

Research Request Forms.

Research Orientation Materials.

Vision and Mission Statements.

Research Department Procedures.

Statement of Ethics: APRA, CASE, NSFRE.

CASE Educational Partners Vendor List.

Estimating Net Worth.

Web-based Research.

Research Profile Formats.

Wall Street Terminology You Need To Know.

Corporate Filings.

Corporate Research Resources.

Nonprofit Key Word Search.

Useful Bookmarks for Doing On-line Research.

Prospect Management Protocols General Policy Moves ManagementTracking Practices, Policies and Forms.

Rules Regarding Charitable Tax Deductions.

IRS Publications and Forms: IRS Form 8283, IRS Form 8282, IRS Form8233, IRS Form 1099-Misc, IRS Form 1042, and Form 1042-S.

Gift Agreement Templates.

Gift Receipt Samples.

Corporate Matching Gift Company Listing.

Corporate Matching Gift Form.

Acknowledgement Letters.

Forty-seven Ways to Steward Donors.

Forms of Donor Recognition: Donor Wall, Donor Plaque, NamedFacility, Named Natural Space, Seat Plate, Book Plate, Donor Tree,Donor Medallion, Personal Items, Donor Certificate.

Newsletters.

Media Coverage.

Honor Roll of Donors.

Event Calendar.

Special Event Invitations.

Donor Survey.

What People are Saying About This

From the Publisher

"This is a must-have book for every nonprofit organization inAmerica. For the first time, small- and mid-sized nonprofits aswell as the larger ones have an all-in-one resource that willenable them to handle donors and gifts in ways that ensure bothdonor satisfaction and the growing body of rules and regulationsthat govern all nonprofits."
— M. Scott Mitte, executive director, The Roy F. and JoannCole Mittee Foundation

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