Conducting a Successful Development Services Program

by Dove, Kent E.; Martin, Vicky L.; Wilson, Kathy K.; Bonk, Mary M.; Beggs, Sarah C.

• ISBN13: 9780787956240
• ISBN10: 0787956244
• Edition: 1st
• Format: Paperback
• Copyright: 2001-12-17
• Publisher: Jossey-Bass

Summary

Nonprofits' behind-the-scenes fundraising functions--information systems, development technologies, research, managing prospects, and stewardship--not only support an organizations' overall development efforts but also are key to long-term success.A first-of-its-kind resource, Conducting a Successful Development Services Program draws together in one book a tremendous body of knowledge on planning and managing an innovative and effective development services program. Written by master fundraiser Kent Dove, the book guides you through the process of identifying, researching, and managing prospects; creating, storing, and using data and information; and, properly administering gifts and showing appreciation to donors. An extensive resource section offers you a wealth of examples from real-life organizations.

Author Biography

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.

Table of Contents

Preface	xi
Acknowledgments	xv
The Authors	xvii
Introduction	1	(6)
PART ONE: PLANNING AND IMPLEMENTING YOUR DEVELOPMENT SERVICES PROGRAM	7	(172)
Tables, Figures, and Exhibits in Part One	9	(4)
Selecting and Building the Best Information Management Systems
Selecting and Building Your Donor Database	13	(24)
Choosing Technologies to Support Communication	37	(18)
Learning More About Your Donors
Establishing Your Research Infrastructure	55	(14)
Conducting Prospect Research	69	(20)
Managing Prospects Systematically	89	(27)
Sustaining the Gift
Stewarding Gifts	116	(33)
Stewarding Donors	149	(30)
PART TWO: THE DEVELOPMENT SERVICES RESOURCE GUIDE	179	(428)
Resource Guide Contents	181	(4)
Financial Report Forms	185	(18)
Data Elements and Codes	203	(12)
Information Services Project Log	215	(4)
Position Descriptions	219	(24)
Research Request Forms	243	(12)
Research Orientation Materials	255	(38)
Vision and Mission Statements	293	(4)
Research Department Procedures	297	(14)
Statements of Ethics	311	(10)
CASE Educational Partners Vendor List	321	(68)
Estimating Net Worth	389	(4)
Web-Based Research	393	(6)
Research Profile Formats	399	(12)
Wall Street Terminology You Need to Know	411	(10)
Corporate Filings	421	(20)
Corporate Research Resources	441	(6)
Nonprofit Keyword Search	447	(4)
Useful Bookmarks for Doing On-Line Research	451	(6)
Prospect Management Protocols	457	(32)
Rules Regarding Charitable Tax Deductions	489	(10)
IRS Publications and Forms	499	(8)
Gift Agreement Templates	507	(18)
Gift Receipt Samples	525	(8)
Corporate Matching Gift Company Listing	533	(14)
Corporate Matching Gift Form	547	(8)
Acknowledgment Letters	555	(6)
Forms of Donor Recognition	561	(8)
Newsletters	569	(4)
Media Coverage	573	(8)
Honor Roll of Donors	581	(12)
Event Planning Calendar	593	(4)
Special Event Invitations	597	(6)
Donor Survey	603	(4)
References	607	(2)
Index	609