Strategic Fund Development: Building Profitable Relationships That Last

by Joyaux, Simone

• ISBN13: 9780834218987
• ISBN10: 0834218984
• Edition: 2nd
• Format: Paperback
• Copyright: 2001-03-22
• Publisher: Jones & Bartlett Learning

Summary

Want to raise more money for your nonprofit? Then get ready to change the way you do your fund development. Now more than ever, your organization has to be relevant To The community. And this book tells you how to design and facilitate a strategic planning process to assure that you are relevant. Fund development is not just about fundraising techniques. The most effective fund development focuses on organizational development first and foremost. Organizational performance depends upon shared values and participatory decision-making. You need to apply the best thinking from experts like Peter Drucker and Peter Senge, Dee Hock and John Gardner To The way your organization does it work. This groundbreaking book now in its second edition offers important insights, critical strategies, and useful tools to enhance your organizationrs"s performance and raise more charitable contributions. Joyaux challenges the fundraising profession to focus on organizational development rather than merely promoting fundraising technicians. Joyaux integrates staff work with that of volunteers and demands a basic change in the way we do business. This groundbreaking book now in its second edition offers important insights, critical strategies, and useful tools to enhance your organizationrs"s performance and raise more charitable contributions. Joyaux challenges the fundraising profession to focus on organizational development rather than merely promoting fundraising technicians. Joyaux integrates staff work with that of volunteers and demands a basic change in the way we do business. Yours"ll learn: How to design and facilitate an institution-wide strategic planning process to determine the direction and vision of your organization. How to enhance your organizationrs"s performance through shared values, participatory decision-making, board and staff dialogue, effective leadership, and well-managed change. How to identify those who may be interested in your organization, cultivate relationships, and enhance communications so these individuals and groups are ready to be asked and asked for more. How to turn volunteers into powerful fundraisers, and staff into effective enablers. How to create the best infrastructure to build a healthy organization. How to create a fund development plan that produces ownership and results. Also included: Fund development job descriptions, tips on how to write better, worksheets to manage donor and prospect cultivation, development audit, sample fund development plans, organizational assessment surveys, customer satisfaction surveys, focus group questions, hundreds of hands-on tips and checklists that you can adapt and use for your organization.

Table of Contents

Foreword	ix
Preface	xi
Acknowledgments	xiii
Positioning Your Organization To Survive --- The Four Relationships That Are Critical to Effective and Productive Fund Development	1	(12)
Are You Slowly Going Out of Business?	1	(1)
Philanthropy Builds Communities	2	(2)
No More Entitlement	4	(1)
How We Fundraise Today	5	(1)
What We Can Do Now	6	(2)
Develop the Four Critical Relationships	8	(5)
The First Relationship --- Within Your Organization: Creating the Infrastructure That Produces a Healthy Organization	13	(44)
Topics Discussed in This Section	13	(1)
Making Your Organization Effective	13	(2)
Concept of a Group	15	(3)
Shared Values	18	(5)
The Art of Leadership	23	(13)
The Learning Organization	36	(2)
Ongoing Conversation	38	(8)
Participatory Decision Making	46	(3)
Well-Managed Change	49	(4)
A Culture of Philanthropy	53	(1)
A Last Word on How To Build an Organization That Will Last	54	(1)
Summary	55	(2)
The Second Relationship---With Your Community: Ensuring Your Organization's Relevance through Strategic Planning	57	(96)
Topics Discussed in This Section	57	(1)
Making Sure Your Organization Is Relevant to the Community	57	(2)
What Is Strategic Planning and How Will It Benefit Your Organization?	59	(3)
Planning Components	62	(3)
Roles in the Planning Process	65	(4)
Carrying Out Your Strategic Planning Process	69	(20)
Keeping the Plan Alive	89	(2)
Evaluating Your Strategic Planning Process	91	(1)
Challenges to Strategic Planning	92	(1)
Summary	93	(60)
Kappa Alpha Theta Fraternity: Research Outline for the Strategic Planning Process	95	(5)
Sample Constituency Surveys	100	(14)
New Century Plan: YMCA of Greater Providence	114	(14)
Strategic Planning at the Lucy Robbins Welles Library, Newington, Connecticut	128	(25)
The Third Relationship---With Your Constituents: Developing Connections So Constituents Are Ready To Be Asked	153	(91)
Topics Discussed in This Section	153	(1)
Your Relations with Constituents	153	(3)
It's Not What You're Selling That Counts	156	(9)
Making the Process Work	165	(4)
The Process of Constituency Development	169	(7)
Roles in the Constituency Development Process	176	(1)
Getting To Know Your Constituents	176	(6)
Communicating with Your Constituents	182	(8)
Cultivating Relationships with Your Constituents	190	(6)
Your Constituency Development Plan	196	(1)
Preparing To Ask	197	(3)
Summary	200	(44)
Identifying the Predisposed for Your Organization	202	(2)
Constituency Development Worksheets: How We Can Build Relationships That Support Our Organization	204	(8)
Prospect Worksheet	212	(5)
Case Statement---Boys & Girls Club of Pawtucket	217	(5)
Case Statement---Children's Aid and Family Services	222	(19)
Excerpt from Boys & Girls Club of Pawtucket Fund Development Plan for Fiscal Year 1996	241	(3)
The Fourth Relationship---With Your Volunteers: Enabling Them To Take Meaningful Action on Behalf of Your Organization	244	(30)
Topics Discussed in This Section	244	(1)
Enabling Your Volunteers	244	(1)
Concept of Enabling	245	(3)
Benefits of Enabling	248	(2)
Enabling Functions	250	(7)
Attitude, Skills, and Knowledge of an Enabler	257	(2)
The Challenge of Enabling	259	(5)
Strengthening Enabling	264	(2)
Summary	266	(8)
Passionate Board Member Running Wild: A Real-Life Story with an Enabling Response	267	(3)
Key Roles in Fund Development: Board, Board Member, Committee, Staff	270	(2)
Assess Your Performance as an Enabler	272	(2)
Creating the Most Effective Fund Development Plan for Your Organization	274	(52)
Topics Discussed in This Section	274	(1)
The Most Effective Fund Development Program	274	(1)
What Is Fund Development Planning and How Will It Benefit Your Organization?	275	(1)
Avoiding or Compromising Fund Development Planning	276	(1)
Planning for the Future While You Operate Today	276	(1)
Your Fund Development Planning Process	276	(5)
Interfacing Your Fund Development Plan with the Budgeting Process	281	(1)
Roles in the Fund Development Planning Process	282	(2)
Summary	284	(42)
Women's Foundation of Southern Arizona	285	(12)
The Fund for Community Progress	297	(6)
Tockwotton Home	303	(8)
Children's Aid and Family Services Development Plan for Endowment and Annual Support	311	(15)
In Conclusion	326	(1)
Appendix A---Components of Fund Development	327	(2)
Appendix B---Sample Questions for a Development Audit	329	(6)
Appendix C---A Donor Bill of Rights	335	(1)
Appendix D---NSFRE Code of Ethical Principles and Standards of Professional Practice	336	(2)
Appendix E---The Accountable Not-for-Profit Organization	338	(1)
Appendix F---Thoughts about Creating a Case for Support	339	(3)
Selected Bibliography---To Help You Be a Better Fundraiser and Organizational Development Specialist	342	(3)
Index	345	(9)
About the Author	354