F. Warren McFarlan - Effective Fundraising

1 Cover

2 Title Page F. WARREN MCFARLAN

3 Copyright

4 Dedication

5 Foreword

6 Preface Note

7 Acknowledgments

8 1 Asking for Money Three Propositions Different Organizations and Their Needs How to Get Started Making the Ask Your Role as a Solicitor Book Organization Notes

9 2 Governance Governance Committee Composition A Case Study Board Recruiting and Structure Term Limits Trustee Career Path Building Trustee Engagement Donor Recognition Multigenerational Trustees Summary

10 3 The Players The Development Director Head of Development Committee The CEO Chair of the Governance Committee Chairman of the Board Head of Capital Campaign Committee Summary Note

11 4 The Annual Fund Last Year's Target and Results Performance Against Similar Organizations Are There Special Opportunities This Year? Are We Getting the Right Amount from Our Constituencies? Is Our Budget Reasonable Given the Economy? Annual Fund Staffing Adequacy Stage of Development of Annual Fund Picking the Annual Fund Chair Logistics Campaign Mission and Theme Prelaunch Solicitation Formal Launch Tracking Asks Persistence Is Critical Volunteer Training Cold-Call Telethons Donors You Know Initial Nonrespondents Humans Have Habits Donor Education Emotional Impact Transparency on Sources of Support Tonality Stewardship Progress Measurement Summary

12 5 Capital Campaign Campaign Feasibility Campaign Setup Conclusion Note

13 6 Planned Giving and Foundations Traditional Gift Approaches Major Planned Giving Tools Foundations Summary Notes

14 7 Events Board Events Annual Events Special Events Trips Capital Campaigns Summary

15 8 Information Support Website Communications Database Management Handheld Portable Intelligence Changing Donor Contact Summary Note

16 9 Micro Social Enterprise Issues Note

17 10 What Can I Do? Summary Note

18 Bibliography

19 Index

20 End User License Agreement

1 Chapter 2 Figure 2.1 Partial Organization Chart

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2 Table of Contents

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F. WARREN MCFARLAN

Foreword by Abby Falik

Copyright © 2021 by John Wiley & Sons, Inc. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

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Library of Congress Cataloging-in-Publication Data Names: McFarlan, F. Warren (Franklin Warren), author . Title: Effective fundraising : the trustees role and beyond / F. Warren McFarlan . Description: Hoboken, New Jersey : Wiley, [2021] | Includes bibliographical references and index .

Identifiers: LCCN 2020046372 (print) | LCCN 2020046373 (ebook) | ISBN 9781119772286 (cloth) | ISBN 9781119772309 (adobe pdf) | ISBN 9781119772293 (epub)