Strategies and concepts for mission-based fundraising

From the world’s first school of philanthropy, Achieving Excellence in Fundraising is the leading fundraising textbook based on research and steeped in practical expertise. It has long been the go-to reference for fundraising principles, concepts, and techniques. Topics include donor motivations and behaviors, engaging donors at all levels, inclusive and ethical fundraising, and more, with contributions from noted experts in the field. You'll gain insight into the practice of fundraising and the fundraising cycle, reinforced by discussion questions, application exercises, and research-based recommendations.

This 5th edition of Achieving Excellence in Fundraising is reimagined to meet the needs of today’s fundraisers, their nonprofit employers, and the causes they serve, while maintaining key concepts that stand the test of time. Compelling and timely topics new to this edition include donor-advised funds, crowdfunding, raising money in challenging times, fundraising for social advocacy, and more. The needs of fundraising educators are also a central consideration in the book's organization and contents. Discover why Achieving Excellence in Fundraising is the leading textbook and reference in the field!

Learn the key principles and techniques of philanthropic fundraising, from the experts at the Indiana University Lilly Family School of Philanthropy
Consider today's most pressing issues in fundraising—using research and data to inform practice, engaging a diversity of donors, expressing gratitude effectively, and much more
Utilize research-based fundraising strategies to enhance the success of your organization’s efforts and to achieve your professional goals

Chapters are written by faculty, alumni, and associates of the prestigious Lilly Family School of Philanthropy. The newest edition of this trusted work is an essential source of information for anyone in the fundraising space.

GENEVIEVE G. SHAKER is Associate Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy, a frequent contributor to The Fund Raising School, and a former fundraiser with twenty years of experience.

EUGENE R. TEMPEL is Professor and Founding Dean Emeritus of the Indiana University Lilly Family School of Philanthropy, and is one of the nation’s foremost thought leaders on fundraising and philanthropy. He is also President Emeritus of the Indiana University Foundation.

SARAH K. NATHAN served five years as the Associate Director of The Fund Raising School where she specialized in developing research-based and applied learning experiences for fundraisers. She currently leads the Middletown Community Foundation in Ohio.

BILL STANCZYKIEWICZ is Director of The Fund Raising School, Clinical Associate Professor, and Senior Assistant Dean of the Indiana University Lilly Family School of Philanthropy. His 25-year career includes serving as CEO of a statewide nonprofit.

List of Tables, Figures, and Exhibits

Foreword

Preface

Acknowledgements

The Editors

Author Bios

PART ONE: PHILANTHROPIC CONCEPTS FOR FUNDRAISING

Chapter 1 Developing a Personal Philosophy of Fundraising

Eugene R. Tempel and Sarah K. Nathan

Chapter 2 A Commitment to Ethical Fundraising

Anne Bergeron and Eugene R. Tempel

Chapter 3 Legal Aspects of Fundraising

Philip M. Purcell

Chapter 4 Theory in Fundraising

Ruth K. Hansen

Chapter 5 The Joy of Giving

Sara Konrath

PART TWO: CONTEMPORARY DYNAMICS OF FUNDRAISING

Chapter 6 The Philanthropic Context for Fundraising

Pat Danahey Janin and Dwight F. Burlingame

Chapter 7 Fundraising in Challenging Times: Crisis, Survival, and Transformation

Amir Pasic

Chapter 8 Fundraising across Nonprofit Subsectors

Anna Pruitt

Chapter 9 Global Philanthropy and Cross-Cultural Fundraising

Charles Sellen and Lilya Wagner

Chapter 10 Fundraising for Advocacy and Social Change

Shariq Siddiqui and Katherine Badertscher

PART THREE: AN ORGANIZATIONAL FOUNDATION FOR FUNDRAISING

Chapter 11 Preparing the Organization for Fundraising

Jane Chu

Chapter 12 Building a Comprehensive Fundraising Program

Jeri-Patricia Gabbert and Paula J. Jenkins

Chapter 13 Articulating a Case for Support

Timothy L. Seiler

Chapter 14 Identifying and Qualifying Potential Donors

Catherine Brown and LaKoya S. Gardner

Chapter 15 Budgeting and Evaluation in Fundraising

Erik J. Daubert

Chapter 16 Marketing for Strategic Fundraising

Aja Pirtle and Margaret M. Maxwell

Chapter 17 Integrating Principles of Donor Relations

Patrick C. Dwyer and Susan B. Perry

PART FOUR: THE FUNDRAISING TEAM

Chapter 18 Fundraisers: Stewards of Philanthropy

Genevieve G. Shaker and Sarah K. Nathan

Chapter 19 Fundraising Planning, Management, and Leadership

Bill Stanczykiewicz

Chapter 20 Engaging the Board for Fundraising

M. Gasby Brown

Chapter 21 Working with Volunteer Fundraisers

Tyrone McKinley Freeman and Beth Breeze

PART FIVE: BUILDING AND SUPPORTING THE DONOR BASE

Chapter 22 The Annual Giving Program

Sarah K. Nathan

Chapter 23 Crafting Compelling Appeals

Heather A. O'Connor

Chapter 24 Developing Digital Fundraising Strategies

Nathan Hand and Yannan Li

Chapter 25 Planning Events with Purpose

Roberta L. Donahue and Caitlin Deranek Stewart

PART SIX: ENGAGING THE DIVERSITY OF INDIVIDUAL DONORS

Chapter 26 Understanding Individual Donors

Pamala Wiepking

Chapter 27 The Role of Religion in Giving

David P. King and Rafia Khader

Chapter 28 Women and Philanthropy

Jeannie Infante Sager and Debra J. Mesch

Chapter 29 Philanthropy among Communities of Color

Una Osili and Sarah King Bhetaria

Chapter 30 LGBTQ Philanthropy

Elizabeth J. Dale

Chapter 31 Differentiating Generations and Their Giving

Patricia Snell Herzog

Chapter 32 High-Net Worth Household Giving Insights

Patrick Rooney, Kidy Yasin, and Lijun He

PART SEVEN: STRATEGIES FOR MAJOR DONORS AND INSTITUTIONAL FUNDERS

Chapter 33 Co-creating Major Gifts

Maarten Bout and James M. Hodge

Chapter 34 The Invitation to Give

Genevieve G. Shaker

Chapter 35 Campaign Essentials

Aaron Conley

Chapter 36 Planned Giving Principles

Russell N. James III

Chapter 37 Donor-Advised Fund (DAF) Basics

Danielle Vance-McMullen and H. Daniel Heist

Chapter 38 Overview of Grantmaking Foundations

Pat Danahey Janin and Angela R. Logan

Chapter 39 Business Sector Fundraising

Dwight F. Burlingame and Bill Stanczykiewicz

References

Index

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Achieving Excellence In Fundraising

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Summary

Author Biography

Table of Contents

Supplemental Materials

Rewards Program