Conducting a successful development services program : a comprehensive guide and resource / Kent E. Dove ... [and others].

Format:

Book

Contributor:

Dove, Kent E., 1945-

Series:

Dove, Kent E., 1945- Dove on fundraising series

The dove on fundraising series

Language:

English

Subjects (All):

Fund raising.

Nonprofit organizations.

Physical Description:

xix, 620 pages : illustrations ; 25 cm.

Edition:

First edition.

Place of Publication:

San Francisco : Jossey-Bass, [2002]

Summary:

With the publication of Conducting a Successful Capital Campaign, Kent E. Dove introduced the definitive guide to every aspect of a capital campaign. Drawing on the same fundamental principles that form the core of any successful development program, Dove now applies his proven techniques to the full spectrum of fundraising. Conducting a Successful Development Services Program -- the fourth volume of the comprehensive Dove on Fundraising Series -- offers the most complete guidance on creating, implementing, and sustaining a fundraising program that is fully supported by a professional development services program.

Nonprofits' behind-the-scenes fundraising functions -- information systems, development technologies, research, managing prospects, and stewardship -- not only support their organizations' overall development efforts but also are key to their long-term success. Conducting a Successful Development Services Program, a first-of-its-kind resource, draws together in one book a tremendous body of knowledge of these functions to guide the process of planning and managing an innovative and effective development services program. Using Conducting a Successful Development Services Program as a guide, nonprofits will be able take a holistic approach to the process of identifying, researching, and managing prospects; creating, storing, and using data and information; and properly administering gifts and showing appreciation to donors. Conducting a Successful Development Services Program also includes an extensive resource section filled with a wealth of examples from real-life organizations.

Contents:

Part 1 Planning and Implementing Your Development Services Program 7

Selecting and Building the Best Information Management Systems

1 Selecting and Building Your Donor Database 13

2 Choosing Technologies to Support Communication 37

Learning More About Your Donors

3 Establishing Your Research Infrastructure 55

4 Conducting Prospect Research 69

5 Managing Prospects Systematically 89

Sustaining the Gift

6 Stewarding Gifts 116

7 Stewarding Donors 149

Part 2 The Development Services Resource Guide 179

1 Financial Report Forms 185

2 Data Elements and Codes 203

3 Information Services Project Log 215

4 Position Descriptions 219

5 Research Request Forms 243

6 Research Orientation Materials 255

7 Vision and Mission Statements 293

8 Research Department Procedures 297

9 Statements of Ethics 311

10 CASE Educational Partners Vendor List 321

11 Estimating Net Worth 389

12 Web-Based Research 393

13 Research Profile Formats 399

14 Wall Street Terminology You Need to Know 411

15 Corporate Filings 421

16 Corporate Research Resources 441

17 Nonprofit Keyword Search 447

18 Useful Bookmarks for Doing On-Line Research 451

19 Prospect Management Protocols 457

20 Rules Regarding Charitable Tax Deductions 489

21 IRS Publications and Forms 499

22 Gift Agreement Templates 507

23 Gift Receipt Samples 525

24 Corporate Matching Gift Company Listing 533

25 Corporate Matching Gift Form 547

26 Acknowledgment Letters 555

27 Forms of Donor Recognition 561

28 Newsletters 569

29 Media Coverage 573

30 Honor Roll of Donors 581

31 Event Planning Calendar 593

32 Special Event Invitations 597

33 Donor Survey 603.

Notes:

Includes bibliographical references (pages 607-608) and index.

ISBN:

0787956244

OCLC:

48144327