Direct Impact Fund Charity Navigator
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Volunteermatch $20,000
ACKNOWLEDGEMENTS This report was made possible through the generosity and support of the following: VolunteerMatch $20,000 PLATINUM SPONSORS - $10,000 Advanced Micro Devices, Inc. Neutrogena Corporation Altria Group, Inc. Shell Oil Company AT&T Corporation Verizon Communications, Inc. Deloitte & Touche LLP GOLD SPONSOR - $7,500 International Paper Company SILVER SPONSORS - $5,000 Alabama Power Company IBM Corporation American Express Company Merck & Company, Inc. BellSouth Corporation Target Corporation The Boeing Company The Timberland Company CNL Financial Group, Inc. TXU Energy Edison International Wal-Mart Stores, Inc. General Electric Company CORPORATE SPONSORS - $2,500 FPL Group, Inc. The Scott Company John Hancock Financial Services Sempra Energy Moody’s Corporation Time Warner, Inc. Prudential Financial, Inc. UST, Inc. The Charles Schwab Company WellPoint Health Networks, Inc. Equally important to the success of this study was the time, knowledge, input and guidance contributed by the following people: Dwight Adkins, Joanna Aiken, Rick Akin, Barb Alfrey, Rayna Alyward, Erika Ammons, Amy Anderson, Susan Anderson, Antoinette “Toni” Bailey, Paula Baker, Marie Barlahan, Roger Barna, Judith Binney, Becky Blumer, Mary Boehm, Carol Bolling Fulp, Mike Bradshaw, Julian Brown, Mark Chain, Mark Chow, Jill Christie, Margot Cochran, Jean Coggan, Edward Cooney, Robert “Bob” Corcoran, Pat Cundiff, Anna Cunningham, Gloria Delgado, Jocelyn Dionisio, Amy Drury, Jennifer Dwyer, Greg Elfers, Gene Endicott, Phyllis Epp, Sue Faust, Rebecca Felsen Sherman, -
A Brief Introduction to the Science of Fundraising
CASE White Paper Council for Advancement and Support of Education A Brief Introduction to the Science of Fundraising Prepared by Ashley V. Whillans Department of Psychology The University of British Columbia May 2016 © 2016 CASE. All rights reserved. No part of the material in this document may be reproduced or used in any form, electronic or mechanical, including photocopying, recording, posting or distributing, or by any information storage and retrieval system, without the written consent of the copyright holder. Limit of Liability/Disclaimer: While the publisher has used its best efforts in preparing this paper, it makes no representations or warranties with respect to the accuracy or completeness of its contents. Neither the publisher nor the author are engaged in rendering legal, accounting or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought. COUNCIL FOR ADVANCEMENT CASE Europe AND SUPPORT OF EDUCATION 3rd Floor, Paxton House 1307 New York Avenue, NW 30 Artillery Lane Suite 1000 London E1 7LS Washington, DC 20005– 4701 United Kingdom www.case.org CASE Asia- Pacific Unit 05– 03 Shaw Foundation Alumni House 11 Kent Ridge Drive Singapore 119244 CASE América Latina Berlín 18 4to piso, Colonia Juárez Código Postal 06600, México D.F. Delegación Cuauhtémoc México A Brief Introduction to the Science of Fundraising © 2016 CASE Contents Broad Overview 4 Executive Summary 4 From Research to Practice: Putting Science to Work in Fundraising 4 Introduction to the Science of Philanthropy 5 Donation Impact: Donors Like to Know They Have Made a Difference 6 Donors Like to Put in “Effort” and Have Choice over Their Donations 8 Motives Matter: Donors Prefer Messages That Fit Their Values 9 Conclusion 11 Appendix: Impact Information 13 References 14 About CASE 16 About the Author 16 3 A Brief Introduction to the Science of Fundraising © 2016 CASE Broad Overview The purpose of this practitioner report is twofold. -
FY2019 990.Pdf
Form 990 (2018) CHARITY NAVIGATOR 13-4148824 Page 2 Part III Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III X 1 Briefly describe the organization's mission: CHARITY NAVIGATOR AIMS TO MAKE IMPACTFUL PHILANTHROPY EASIER FOR ALL BY PROVIDING ACCESSIBLE INFORMATION, RATINGS, AND TOOLS FOR DONORS, AND BY PRESENTING CHARITIES WITH INFORMATION THAT HELPS THEM OPERATE MORE EFFECTIVELY. CHARITY NAVIGATOR ALLOWS DONORS TO FEEL CONFIDENT IN 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No If "Yes," describe these new services on Schedule O. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?~~~~~~ Yes X No If "Yes," describe these changes on Schedule O. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code: ) (Expenses $ 2,938,506. including grants of $ ) (Revenue $ ) CHARITY RATINGS - CHARITY NAVIGATOR AIMS TO MAKE IMPACTFUL PHILANTHROPY EASIER FOR ALL BY PROVIDING OBJECTIVE AND INDEPENDENT RATINGS AND INFORMATION TO DONORS.OUR RESOURCES EMPOWER PHILANTHROPISTS TO FEEL CONFIDENT IN THEIR DECISION-MAKING TOWARD GIVING. ADDITIONALLY, WE EQUIP CHARITIES WITH INFORMATION THAT HELPS THEM OPERATE MORE EFFICIENTLY AND EFFECTIVELY. CHARITY NAVIGATOR COLLABORATES WITH OTHER NONPROFIT MANAGEMENT EXPERTS TO EXPAND THE BREADTH, DEPTH, AND REACH OF OUR RATINGS AND INFORMATION. -
Basic Tips for Fundraising for Small Ngos/Civil Society in Developing Countries
Basic Tips for Fundraising for Small NGOs/Civil Society in Developing Countries Version January 22, 2019 by Jayne Cravens, MSc, BA, www.coyotecommunications.com THIS WORK IS COPYRIGHTED. The latest version of this document can be downloaded for FREE from www.coyotebroad.com/outreach/grants.html See the end of this document re: translation information & distribution information. Basic Tips for Fundraising for Small NGOs/Civil Society in Developing Countries © Jayne Cravens, www.coyotecommunications.com page 1 of 41 Table of Contents Warning ........................................................................................................................................ 2 Introduction & Origin Story .......................................................................................................... 2 The Challenges ............................................................................................................................. 4 Fundraising: Some Things You Should NEVER Do ..................................................................... 6 Fundraising First Step - Networking & Establishing Credibility .................................................. 7 Even More Credibility-Building ................................................................................................. 10 Examples of Guidelines for Integrity, Transparency & Accountability ....................................... 12 10 simple things to do to your web site to attract more donors.................................................... 14 Using -
Social Investment —
PIONEERS POST SPECIAL GUIDE GUIDE TO SOCIAL INVESTMENT GUIDE TO — SOCIAL INVESTMENT 1 | PPQ CONTENTS THE PIONEERS POST SPECIAL GUIDE TO SOCIAL INVESTMENT INTRODUCTION ⁄ 3 SOCIAL INVESTMENT AND GRANT-MAKING SYNERGIES ⁄ 12 Presenting our thought-provoking features and A-Z guide Philippa Charles’s perspective as a social investor and grant maker FOREWORD ⁄ 4 Mark Parsons welcomes you to the Heath Robinson-esque A NEW OPPORTUNITY FOR EVERYDAY world of social finance INVESTORS ⁄ 13 Why Triodos is into crowdfunding, by Bevis Watts THE SOCIAL INVESTMENT JOURNEY ⁄ 5 Nick Temple has some reasons to be cheerful PROFESSIONAL WOMEN WANT TO INVEST POSITIVELY ⁄ 14 WHY WE MUST EMBED THE SOCIAL IN Jessica Robinson looks at financial feminism SOCIAL INVESTMENT ⁄ 6 The social investment scales are weighted too heavily towards A GUIDE THROUGH SOCIAL INVESTMENT ⁄ 15 the elite, says Niamh Goggin Kieran Whiteside introduces Good Finance DEBUNKING THE MARKET RATES OF RETURN MYTH ⁄ 8 HAS SPRING ARRIVED FOR GENDER Abhilash Mudaliar looks back at 10 years of impact investment EQUALITY IN SOCIAL INVESTMENT? ⁄ 17 Jessica Brown points out that social investment needs to look at INSPIRING SCOTLAND: 10 YEARS ON ⁄ 9 how it represents women An insight into a decade of work in venture philanthropy, by Celia Tennant A SOCIAL FINANCE APPLICATION CHECKLIST ⁄ 19 THE EMOTIONAL HEDGE: THREE LESSONS Your social lender is on your side, explains Mark Parsons FOR INVESTORS ⁄ 11 We invest for different types of return, explains James Lawson THE SOCIAL INVESTMENT A-Z ⁄ 22 The Pioneers -
Hosted Fundraising Event: How to Secure Your Funds Vol
PM World Journal Hosted Fundraising Event: How to secure your funds Vol. VII, Issue I – January 2018 by Christelle Leonetti www.pmworldjournal.net Student Paper Hosted Fundraising Event: How to secure your funds1 Christelle Leonetti ABSTRACT Nonprofit organizations and non-governmental organizations (NGOs) represent more than 10 million organizations throughout the world and most of them use fundraising to collect money for their programs. However, they do not use the same methods or have the same results. Fundraising can fail and let the organization without fund and with a negative cashflow depending of the method used and the event planned. Therefore, this paper is developed to analyze the different methods used to raise funds using Multi-Attribute Decision making and determine which one is the best and most effective to use to create a fundraising contract. Based on the analysis, only using one method ensures a low rate of success therefore organizations must be creative when creating their fundraising strategy and aimed at organizations as well as individuals. Key Words: fundraising, event planning, termination, funds, contract, relative weighting INTRODUCTION The American Association of Fundraising Professionals’ 2016 “the Fundraising Effectiveness Survey” report states that the amount raised between 2014 and 2015 by 9,922 nonprofit organizations in the United States is $8,628,240,699. How do those organizations raise so much money? They use online fundraising (Causes, Crowdrise), grants, financial endowment or they use their network to communicate directly with potential donors by organizing events that combine a just cause with a moment of sharing. Those events can be categorized in 3 different types: self- managed events that the organization manages by itself to raise money, one of the most famous being the “Monaco Red Cross Ball” organized yearly since 1948 by the Red Cross. -
MAJOR GIFT FUNDRAISING: Unlocking the Potential for Your Nonprofit
MAJOR GIFT FUNDRAISING: Unlocking the Potential for Your Nonprofit By Dr. Adrian Sargeant, Amy Eisenstein, ACFRE, and Dr. Rita Kottasz This project was made possible by the following sponsors: For a copy of the full report, including the literature review, visit the Mastering Major Gifts website at www.masteringmajorgifts.com/report/. Our Study Major gift philanthropy plays a highly on individual experiences that may or may not significant role in the United States’ be representative of the sector as a whole. As nonprofit sector and in many other a consequence, it can be difficult to generalize countries around the world. In 2013, their conclusions and recommendations. nearly $17 billion was given in million-dollar (or above) donations in the United States — the In this report, we draw together — for the highest figure in five years, according to a 2014 first time — the existing literature to identify report released by Coutts. what the critical success factors might be in the context of major gift fundraising and, in While these figures are impressive, the particular, what they might be in smaller majority of research work in this sector tends organizations reporting an income of $10 to focus on highly publicized giving by the million or less. We then supplement this data ultra-wealthy to, in most cases, larger with 10 qualitative interviews of leading nonprofits. In many countries, for example, fundraisers or consultants with experience at gifts of over $1 million are now recorded and smaller fundraising organizations and analyzed to provide insight into the patterns employ the resultant data to conduct a survey of such giving. -
Audit Technique Guide – Fundraising Activities
Audit Technique Guide – Fundraising Activities Introduction This guide addresses examining tax exempt organization fundraising and provides: Background information Audit guidelines Audit techniques Audit procedures This guide is not all-inclusive and doesn’t intend to limit agents to identifying issues or using techniques not listed in this guide. For information on fundraising issues involving political organizations, see the Audit Technique Guide for Political Organizations. For information on fundraising issues involving gaming activities, see the Audit Technique Guide for Organizations Conducting Gaming Activities. This manual is organized into five sections: Background information Activities (professional fundraisers, fundraising events, internet fundraising) Records (solicitations, disclosures, cash contributions, non-cash contributions) Reporting (Form 990-EZ, Form 990: Core Return, Schedule G, Schedule M, Form 990-PF, Form 990-T) Audit procedures (pre-audit, field/OCEP, penalty considerations, case closing) Background Most, if not all, tax exempt organizations need money. Many exempt purposes can only be achieved via the application of money. Thus, large numbers of organizations devote significant resources to acquiring money. These organizations use various methods to obtain funds, ranging from selling a product or service, conducting a fundraising event, to just asking for money. Traditional methods of obtaining funds include soliciting donors via the mail, phone calls, newspapers, radio, television, and now via the Internet. Organizations have become creative over the years, conducting activities and events, such as the sales of foodstuffs, car washes, raffles, casino nights, auctions, and pledge drives, evolving towards more sophisticated ways to fundraise, such as targeting solicitations, using patronage levels, crowd-funding, and tax planning, such as conservation easements, lending arrangements, and charitable gift annuities. -
Submission to the Senate Ctte. on Charity Fundraising in the 21St Century
Submission to the Senate Ctte. on Charity Fundraising in the 21st Century Background to the PFRA The Public Fundraising Regulatory Association (PFRA) is the self-regulatory body for face to face fundraising in Australia. Face to face fundraising is one of a number of methods used by charities across Australia to generate funding. It provides significant funding that allows charities to provide vital services for local communities and to help solve some of the greatest global issues. Established in February 2015, the role of the PFRA is to make sure that the right balance is maintained between the duty of charities to ask for donations and the right of the public to experience high standards of behaviour from our members’ fundraisers. The PFRA is a charity-led, membership-based association. Members include those charities that benefit from face to face fundraising and the professional fundraising suppliers that support charities in this work. A complete list of PFRA charity members is available as Annex B. The PFRA is governed by a Board of Directors elected PFRA members. The current members of the PFRA Board include senior fundraisers from Plan International, Australian Red Cross, and Peter MacCallum Cancer Foundation. The PFRA is unique in the fundraising sector in that it is the only organisation that has been established specifically to regulate one type of fundraising and ensure compliance with a Standard. In addition to setting standards for face to face fundraisers, the PFRA rigorously checks that fundraisers comply with its Standard through a quality assurance program, as well as enforcing the Standard through a penalty, sanctions and remediation regime. -
Can a Park Have Too Much Money? a Watchdog Group Says Friends of the Public Garden Is Hoarding Donations, but the Charity Says It's Being Safe
THIS STORY HAS BEEN FORMATTED FOR EASY PRINTING CONSUMER BEAT Can a park have too much money? A watchdog group says Friends of the Public Garden is hoarding donations, but the charity says it's being safe By Bruce Mohl, Globe Staff | August 13, 2006 Just as the Friends of the Public Garden is about to broaden its campaign to raise $6.5 million for the preservation of Boston Common, the Public Garden, and the Commonwealth Avenue mall, a watchdog group is saying the charity already has more money than it needs. Charity Navigator, a New Jersey nonprofit that analyzes the financial underpinnings of charities, says the Friends of the Public Garden is hoarding donors' money. The watchdog group says charities should build endowments and save for tough times, but the Friends of the Public Garden has enough working capital, essentially cash on hand, to stay in business close to 15 years, even if it doesn't raise another penny. The group recommends that charities have at least six months to a year of working capital. Tax filings of the Friends of the Public Garden indicate its revenue more than doubled to $1.9 million between 2001 and 2004, the latest year available, while spending on programs plunged 40 percent to $215,000. As of Aug. 31, 2004, the Friends of the Public Garden had $6.8 million in net assets, up 59 percent from 2002. ``They're raising more and more and spending less and less," said Trent Stamp , executive director of Charity Navigator. ``It's something donors should know about." Henry Lee , the president and guiding spirit of the Friends of the Public Garden for the last 36 years, makes no apologies for the charity's conservative financial philosophy. -
Philanthropy©
JUNE 28, 2012 THE CHRONICLE OF PHILANTHROPY t 21 THE CHRONICLE OF PHILANTHROPYM ANAGING © The Newspaper of the Nonprofit World Governance and Regulation Volume XXIV, No. 14 • June 28, 2012 An MBA’sCharity SleuthingDonors Help WatchdogSkills Put Sniff Charities Out Financial on Waste the and Hot Abuse Seat Continued from Page 1 Bytute Suzanne of Philanthropy, Perry it has just adopted a snazzier name, CharityWatch,CHICAGO and a new logo featuring a black dog against a red background (Mr. Borochoff says the ROWING UP JEWISH in Tulsa, Okla., color signifies “Alert! Pay Attention!”). Daniel BorochoffIt is also giving learned its Web two site lessonsa face- that helpedlift so itprepare can offer him more for information the role on he G each charity it rates, for example, by has chosen to postingplay in the life—that sometimes-revealing of the charity notes world’s most persistentthat are attached watchdog. to audited financial statements. First, he says, thereBut otherwise,were not manyCharityWatch other Jewsto- there, so he gotday used operates to being much different. the same as it did when Mr. Borochoff started it two de- “I can be in acades room ago. where The group every examines single the person tax disagrees with forms,me; that’s financial okay,” statements, he says. and an- nual reports of national charities, quiz- Second, he found at a young age that asking tough questions couldUnder pay CharityWatch’s off. When he got argumentativestandards, a ingroup Sunday that school, he says, his teacherspends would less shipthan him60 percent off to the rabbi. But that wasof aits plus budget because on programs he could have a more sophisticatedis in discussion line for a bad with grade. -
2009 CEO Compensation Study
CHARITY NAVIGATOR 2009 CEO Compensation Study August 2009 2009 CEO Compensation Study PAGE 1 Introduction Charity Navigator has completed its fifth annual CEO Compensation Study. This year’s study exam- ined the compensation practices at 5,4481 mid to large sized U.S. based charities that depend on sup- port from the public. Our analysis revealed that the top leaders of these charities earn an average salary of $158,0752 representing a pay raise of 6.1% over the previous year studied. We know from the conversations taking place in the comment section of our charity ratings pages that many donors will be appalled by this figure. They believe that charity leaders should all but work for free. But these well-meaning donors fail to consider that these CEOs are running multi-million dollar operations that endeavor to change the world. Leading one of these charities requires an individual that possesses an understanding of the issues that are unique to the charity’s mission as well as business and management expertise similar to that required of for-profit CEOs. Attracting and retaining that type of talent requires a certain level of compensation. While there are nonprofit salaries that we would all agree are out-of-line, it is important for donors to come to terms with charity executives earning a fair wage – which is roughly $160,000 according to our research. This report offers insight into how a charity’s mission, size, and location impact its CEO’s salary. It also highlights some questionable salaries, such as those that approach and exceed a million dollars, and sus- pect compensation policies, such as charities that have multiple highly-paid family members on staff.