Executive's Guide to Fundraising Operations : Principles, Tools and Trends

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  • Format: Hardcover
  • Copyright: 2011-03-29
  • Publisher: Wiley

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A straightforward guide to the principles of effective fundraising operationsAn Executive Guide to Fundraising Operations provides fundraisers with easy-to-understand approaches to evaluate and address fundraising operations needs and opportunities. This guide simplifies and focuses on the analysis of problems and needs, allowing a quick return to fundraising. Provides the essential framework to improve and innovate development operations Includes dozens of practical tools, including sample policies for data, database, reporting, and business processes Offers sample workflow illustrations for gift processing and acknowledgment, report specification, and other processes Features sample reports for campaign management, performance management, and exception management Delivers effective calculators for operational rules of thumbNo matter what the department is called, most fundraisers struggle with evaluating operational issues. This guide leads you through principles of effective fundraising operations, simplifies complicated topics, and offers solutions to some of the most vexing operations dilemmas.

Author Biography

Christopher Cannon, CFRE, is a managing associate with Bentz Whaley Flessner, a full-service development consulting firm serving higher education, healthcare, and nonprofits. Mr. Cannon partners with clients around the world to leverage their data, technology, and processes to foster increased fundraising results. His presentations and writing, such as recent articles in AHP Journal and AFP's Advancing Philanthropy, focus the fundraiser on aligning fundraising operations with the organization's programs and mission.

Table of Contents

Forewordp. xiii
Prefacep. xvii
Acknowledgmentsp. xix
Introductionp. 1
Supporting Fundraisingp. 2
What Is Fundraising Operations and Where Should It Fit in the Organization?p. 2
Fundraising Operations: What's in a Name?p. 3
What Does ˘Fundraising Operations÷ Include?p. 5
Organizational and Environmental Factors Shape Operationsp. 8
Using This Guide to Improve Decisionsp. 13
Principles of Fundraising Operationsp. 15
Data, Technology, Reporting, Process, and Peoplep. 16
Datap. 18
Technologyp. 31
Reportingp. 34
Processes as Key Responsibilitiesp. 39
Peoplep. 41
Responsibilities of Your Fundraising Operations Teamp. 51
Technology Managementp. 51
Primary Roles in Transitions: Arbiter and Advocatep. 52
Data Maintenancep. 68
Gift Processingp. 70
Reportingp. 75
Prospect Developmentp. 79
Stewardshipp. 88
Compliancep. 92
IT, HR, Finance, and Morep. 98
A Special Note about Financep. 100
Program Supportp. 103
Major Givingp. 104
Annual and Unrestricted Givingp. 104
Constituent Engagement Programsp. 107
Eventsp. 107
Special Initiatives or Constituenciesp. 110
Healthcare Fundraising and Grateful Patient and Family Programs as Special Casesp. 111
Moving from Fundamentals to Innovationsp. 113
Trends, Fads, and Staying Ahead of the Curvep. 115
Which Curve?p. 116
Applying Principles to Trendsp. 120
Volume, Accessibility, and Ubiquity of Datap. 122
Consumer Data, Analytics, and Ethicsp. 124
Virtualization, Web Applications, and Mobilityp. 127
Social Media Maniap. 132
Evolving Applications for Evolving Technologiesp. 136
Advances in Reporting and Analyticsp. 143
New Staff and Performance Considerationsp. 148
Fast-Moving Trendsp. 158
Decision Advice from the Fieldp. 161
Ideas from Practitionersp. 162
Development Executive at a Leading Australian Universityp. 162
Children's Healthcare Foundation Presidentp. 163
Fundraising Operations Consultantp. 164
Liberal Arts College Vice Presidentp. 166
Advancement Leadership at a Division I Universityp. 167
University System Operations Assistant Vice Presidentp. 169
Healthcare Executive Director of Developmentp. 170
Executive Director at a Top 10 Universityp. 171
Development Director at a Leading Medical Centerp. 172
Making Your Executive Decisionsp. 172
Tools for Fundraising Operationsp. 175
Fundraisingoperations.comp. 175
Datap. 176
What Are the 10 Signs of Bad Data?p. 176
How Do You Know Your Data Are Accurate?p. 178
Technologyp. 178
What Are the Five Myths of the Conversion Process?p. 178
What Does a Data Exception Log Look Like?p. 180
How Effective Is the Implementation of Your Database?p. 181
What Does a Sample Scorecard Look Like?p. 182
Reportingp. 182
What Are the Seven Qualities of a Great Reporting Environment?p. 182
What Are Five of the Most Important Types of Reports for Campaign and Prospect Management?p. 184
What Does an Effective Data Dictionary Look Like?p. 189
Processesp. 189
How Can You Calculate and Establish Impact Measures for Your Operations Team?p. 189
How Can You Gauge Good Training Outcomes?p. 190
How Can You Evaluate Your Gift Processing?p. 190
What Does the ˘Front-of-the-Line÷ Approach Look Like for Gift Processing?p. 193
How Should Gift Processing Assess Donor's Checks?p. 194
What Does a Good Staff Survey on Operations Look Like?p. 194
How Can You Start a Great Prospect Management system?p. 196
Staffp. 199
What Are the 10 Characteristics of Great Operations Team Members?p. 199
What Are the Five Signs Team Members Are Looking for New Positions?p. 200
How Can You Assess Staff Performance of the Operations and Other Teams?p. 201
Epiloguep. 205
Sample Data Dictionaryp. 211
APRA Statement of Ethicsp. 220
Glossaryp. 221
Bibliographyp. 225
About the Authorp. 227
AFP Code of Ethical Principles and Standardsp. 229
A Donor Bill of Rightsp. 230
Indexp. 231
Table of Contents provided by Ingram. All Rights Reserved.

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