Achieving Excellence in Fundraising

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Strategies and concepts for mission-based fundraising
Achieving Excellence in Fundraising
Achieving Excellence in Fundraising
Achieving Excellence in Fundraising

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Tables

Chapter reference Title
18.1 The Evolution of Fundraising as an Organizational Function in the United States, 1900–2000
18.2 Characteristics of Successful Fundraisers from Research
19.1 Management versus Leadership Activities
19.5 Effectiveness of Dimensions of Power for Fundraising Leaders
22.3 Example Annual Fund Gift Range Chart, $60,000 Goal
24.1 Levels of Organizational Engagement in Content Creation
26.1 Individual Donor Resources That Can Enable Charitable Giving
29.1 Overall Giving by Household's Race
29.2 Informal Giving Incidence by Household's Race
31.2 Giving Rates and Average Giving Amounts across Four Generational Cohorts
32.1 High Net Worth Household Charitable Giving by Sector (Overall Mean and Median)
32.2 High Net Worth Household Charitable Giving by Sector and Race/Ethnicity
32.3 High Net Worth Household Giving Vehicles
32.4 High Net Worth Household Motivations for Giving
32.5 High Net Worth Households' “Demotivations” for Giving (Why not Give?)
33.3 Essential Shifts from Transactional to Transformational Relationships
35.4 Potential Gift Range Chart for a $10 Million Campaign
37.1 Overview of DAF Sponsor Types
38.1 Foundation Types, Financing, and Requirements

Figures

Chapter reference Title
4.1 Model of Identification Theory
6.1 Seven Roles of Philanthropy​
12.1 The Fundraising Cycle
12.2 The Four‐Legged Stool of Fundraising
12.3 Donor Pyramid of Fundraising Strategies
13.1 Ad from Dana‐Farber Cancer Institute
14.1 Rosso Constituency Model
14.2 Wheel of Roles and Responsibilities
14.3 Wheel Example Family 1
14.4 Wheel Example Family 2
16.1 Brand Pyramid Indiana University Lilly Family School of Philanthropy
19.4 Four Roles of the Nonprofit – Including Fundraising – Leader ​
20.1 Eight‐Step Board Recruitment Process
20.3 Eight Stages of Board Retention
21.1 Six Steps for Successful Volunteer Fundraiser Involvement
22.1 Profile of the Annual Fund
22.2 Annual Fund Profile Shapes
22.4 Donor Retention Calculation and Example
24.2 Peer‐to‐Peer Fundraising
24.3 Percentage of Social Media Users in General Population, by Age
26.2 Eight Mechanisms That Drive Charitable Giving
26.3 Spiderplot of Mechanisms for Giving
30.1 Partial Pooling Financial Management
31.1 Generational Cohorts in Historical and Social Context
33.1 Intersection Where Major Gifts Occur
33.2 Transactional to Transformational Fundraising
33.4 The Eight‐Step Major Gift Management Cycle
34.1 A Process for Preparing, Formulating, and Making the Invitation to Give
35.1 Sample Campaign Progress Chart for a $10 Million Campaign
35.2 Phases of a Campaign

Exhibits

Chapter reference Title
2.1 Proposed Beneficiary Bill of Rights
15.1 The Departmental Budget Worksheet
15.2 Fundraising Fitness Test Top Indicators Tab
15.3 Time Study Factor Worksheet, Part 1
15.4 Time Study Factor Worksheet, Part 2
15.5 Time Study Factor Worksheet, Part 3
15.6 Fundraising Net Analyzer – MFE Calculating Fundraising Measures
19.2 Fundraising Plan Template
19.3 Sample Fundraising Timeline
20.2 Board Needs Matrix
20.4 Board Resource Development Commitment and Tracking Form
35.3 Campaign Readiness Test (adapted from Rosso 1991)

FOREWORD

This book is a critical resource in a time when many institutions are struggling to demonstrate their relevance to rapidly changing social and economic conditions. This fifth edition of Achieving Excellence in Fundraising meets the challenge of responding to such concerns by combining rigorous research with the insights of exceptional practitioners. As lead editor of the prior three editions and intellectual successor to Hank Rosso, Dr. Gene Tempel is also welcoming a generational change with three new editors who bring fresh topics and perspectives to the endeavor. Tempel provides a valuable bridge from the founding vision of the publication to current and future practice. He has ensured that the book's enduring values continue to guide an engaging journey of discovery into what it means to excel in fundraising.

Professor Genevieve Shaker, the lead co‐editor, represents the next generation of leadership on the faculty of the Indiana University Lilly Family School of Philanthropy at IUPUI. Her research focuses on fundraising and fundraisers, philanthropy in higher education, philanthropy education, and the ways people give in the workplace, drawing also on two decades of experience as a practitioner in the field. Dr. Sarah Nathan leads a community foundation while continuing her passions for teaching and scholarship, following her curiosity about those who choose fundraising as their calling. She also draws on her experiences developing cutting‐edge academic curricula on fundraising as well as professional development programs for The Fund Raising School. For over six years, Professor Bill Stanczykiewicz has been leading The Fund Raising School to new levels of innovation and prominence while taking on additional responsibility for the Lilly Family School's fundraising and communications programs. As a faculty member he has strengthened the leadership and fundraising aspects of the academic curriculum, drawing on his research into board dynamics as well as many years of experience serving as chief executive of a youth‐focused nonprofit.

What our new editors share with Gene Tempel is an intimate immersion in the intellectual life of the Lilly Family School, as well as a deep commitment to engaging those who fundraise as a way to improve our world. Their collaboration reveals that running deep and strong across generations is a desire to show how the joy of discovery leads to success in the field, and that the worlds of research and doing continue to build on each other in pursuit of excellence. As the founding dean of the Lilly Family School and president emeritus of the Indiana University Foundation – as a scholar and fundraiser – Tempel sets a high standard for the new generation of editors in integrating theory with practice.

This book was produced during a global pandemic, the likes of which we have not faced in living memory. The pandemic also became the stage for social justice movements based on dramatic incidents calling attention to racial and gender inequity and injustice, vivid signs of systemic discrimination, and increased political polarization. All have intensely affected the institutions most dependent on philanthropy. In normal times, keeping abreast of research and evolving practice is taxing enough. Doing so during the pandemic required additional efforts – not only because of the very human challenges our editors and authors faced, but also because the nonprofit sector and those who seek to engage it experienced novel stresses and strains that shifted the ground we seek to understand.

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