DOCSLIB.ORG

~Form990-PF Or Section 4947(Ax1) Nonexempt Charitable Trust Treated As a Private Foundation

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
~Form990-PF Or Section 4947(Ax1) Nonexempt Charitable Trust Treated As a Private Foundation Return of Private Foundation OW No 15454M ~Form990-PF or Section 4947(ax1) Nonexempt Charitable Trust Treated as a Private Foundation DeprtEnantInternal of the Tnavny Note : The organization may be able to use a cop of this return to satisfy state 2002I Rwewa SONIC* .a or tax G Check all that apply Initial return Final re Name Uu the IRS label SCHAEFFER FAMILY FOUNDATION Telephone wmMr (xa Otherwise,print 716 N MAPLE DR ortype BEVERLY HILLS, CA 90210 See Specific C If exemption application is pending check here Instructions D 1 Foreign organizations, check here 2Foreipn organizations meeting the 85% test, check O here and attach computation method E If private foundation status was terminated (from Part ll, column ; line 16) under section 507(b)(1)(A), check here F II the foundation is in a 60-month lamination 1--1 ~nAer eaelinn N7/H\111IG\ eAmL Anrn t I 1 (e) Revenue and (b) Net investment (c) Adjusted net I (d) Disbursements i05 (The total of amounts m expenses per books income income for charitable b, c, and d may not neces- purposes jal the amounts in column a ) (cash basis only) 1 CantriWhoro, gift, 9nnh, at, mnrvM (att sN) Ck " n d the IwM is not reQ N off Sdi B 2 Distributions from split-interest trusts 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities Sa Gross rents moffat rental b (loss) 6 , Net qaiNQms) to. .1. of assets not on Im. 10 R b Gnsa sales vas for an E III on line fia 28,919 . V Capital. ... gain nil income (from Part IV, line 2) E 8 Net short term capital gain N 9 Income modifications U E l0 a Gross sales less r turns and aYlawances 6 Less Cost of goods sold 0 0 c Gross profit/(lass) (att sch) N 11 Other income (attach schedule) SEE STATEMENT 2 1,097 . 0 12 Total Add lines 1 through 11 13 Compensation of officers, directors, trustees, etc V1 14 Other employee salaries and gaga A 15 Pension plans, employee benefits D N 16 a Legal tees (attach schedule) Q I x b Accounting fees (attach sch) o i c Other prof less (attach sch) SEE ST 3 P S T 77 Interest A A 18 Taw (attach schedule) SEE STMT 4 T T 19 Depreciation (attach schedule) and depletion 4 J 1 i sip x v 20 Occupancy vi c E 21 Travel, conferences, and meetings A E N 0 P E N 399 . S E and s 2 , 728 . 6 1 174 974 . -6zb~s~a a'~$ 1,177 202 . 0 . 1 .174 .474 . a a Excess of revenue over expenses and disbursements -35 263 . es~ bustles, i~t~rat lecamai(I npabVe, "lr -0 ) WWWWWI 15 733 . `~~E g It Act Notice, sea tons. TEEAO`A3LT 10422002 ^ Form 990-PF (200 '`I 95-4785084 Page 2 Atda~.e .rr.mw. .oe .~ti h n. e..c.ivho~ Beginning of year End of JjM Balance Sheets column should W for endof year amwnb only (s.. inswcoona ) (s) Book Value 1 Cash - non interest bearing 26 , 551 2 Savings and temporary cash investments 43 188 3 Accounts receivable ~ ° `s Less allowance for doubtful accounts ~ 4 Pledges receivable ` Less allowance for doubtful accounts ~ 5 Grants receivable 6 Rxervables due from offices, directors trustees , end other disqualified persons (attach schedule) ~stt insWClians) 7 Other notes and loans receivable (attach sch > p ---------- ' Less allowance for doubtful accounts ~ S 8 Inventories for sale or use TE 9 Prepaid expenses and deferred charges 5 10a Investments - U S and state government obligations (attach schedule) bInvestments -corporate stock (attach schedule) STATEMENT 7 345 , 148 eInvestments -corporate bonds (attachschedule) STATEMENT 8 200 000 11 Investments - land, buildings, and ~ ~"o cF .~$~o" ng<< equipment basis ---_-____- ~§M,'s~o~r,xg~, ~3~ Less accumulated deprecation (attach schedule) 12 Investments - mortgage loans 13 Investments - other (attach schedule) 74 Land, buildings, and equipment basis .aaa ---------- a Less accumulated depreciation (attach schedule) 15 Other assets (describe ~ ) 16 Total assets (to be completed by all filers - see instructions Also, see page 1, item I 614 , 887 L 17 Accounts payable and accrued expenses A 18 Grants payable B 19 Deferred revenue L 20 Loans tram officers, directors, trustees, 8 other disqualified paeans T 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe ~ ) 0rganiutions that follow SFAS 117, check hers and complete lines 24 through 26 and lines 30 and 31 N F 24 Unrestricted E U y T N Temporarily restricted D 26 Permanently restricted 0rganl~tions that do not follow SFAS 117, check hero ~ X 5 p and complete lines 27 through 31 . L T A 27 Capital stock, trust principal, or current lands 614 887 . 579 624 . S C 28 Paid in or capital surplus, or land, building, and eqmpmmt fund 0 E 29 Retained earnings, accumulated income, endowment or other fund: R S 30 Total natassets orfund balances (seeinsWCUOns) 614 887 . 579 624 . 31 Total liabilities and net assetsltund balances (see instructions) I 614, 887 . I 579, 624 . Pa[t 11t° Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end of year figure reported on prior year's return) 1 2 Enter amount from Part I, line 27a 2 3 Other increases notincluded inline 2(demae} ~ ______-- S 4 Add lines 1, 2, and 3 4 5 Dxreasanotincluded inline 2(item¢e) - --------__-__ 5 6 Total net assets or land balances at end of ear line 4 minus line - Part II, column , line 30 6 BAA rEEAa3oa iaraAx Form 990-PF (200 of (a) List and describe the kinds) day, Wd 2 story brick warehouse, or common b c a e (e) Gross sales pace m (g) Cost or other basis (h) Gain or pons) plus expense of sale (e) plus (Q minis (9) a _'M b .S. in column (h) and o (I) Gains (Column (h) Adjmted basis (I) Excess of column (i pain minus column (k), but rot less as of 12/31/69 G as of 12/31/69 over column Q), if any than -Q) or Laws (from column (h)) _,)n oc c o i i If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) {If (loss), enter 0 in Part I, line 7 -24 .891 . 3 Net short term capital gain or poss) as defined in sections 12220 and (6) If gsin, also enter in Part I, line 8, column (c) (see instructions) If (loss), enter -0- m Part I, line 8 -24 .891 . Qualification Under Section 494U(e) for Fteaucea i ax on net investment income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income ) N/A II section 4940(d)(2) applies, leave this part blank Was the organization liable for we section 4942 tax on the disUibutable amount of any year in the base periods ~ Yes ~ No If 'Yes' the organization does not quaky under section 4940(e) Do not complete this part 1 Enter the appropriate amount in each column for each year, see instructions before making any entries I (b) I W (d) Base period years I Adjusted qualifying distributions Net value of Distribution ratio Calendar year (or tax year I nonchariWble sue assets (column (b) divided by column (c)) beginning in) 2001 1998 2 Total of line 1, column (d) 3 Average distribution patio for the 5 year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years 33 4 Enter the net value of noncharilable use assets for 2002 from Part %, line 5 5 Multiply line 4 by line 3 6 Enter 1 % of net investment income (1 °b of Part I, line 27b) 7 Add lines 5 and 6 L 8 Enter qualifying distributions from Part %1I, line 4 I n I If line 8 is equal to or greater than line 7, check the box in Part VI, line I to, and complete that part using e 1 % tax rate See the Part VI instructions BAA Form TEEA0303l 101D/V2 1 a Exempt operating foundations described in section l910(dxZ), check hue ~ U and cola N/A' an line I Date of ruling letter - _ _- _ _ _ (attach copy of ruling latter If necessary - sae Instructions) b Domestic organizations that meet tie section 4940(e) requirements in Part V, 315 . check here 11'r Fland enter 1 % of Part I, line 27b c All other domestic organizations enter 2% of line 27b Exempt foreign orpanvalions enter 1% of Part I, line IZ column (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter 0 ) 3 Add lines 1 and 2 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter ~0-) 5 Tax based on Investment Income. Subtract line 4 from line 3 If zero or less, enter 0 6 Credits/Payments a 2002 estimated tax pmts and 2001 overpayment credited to 2002 tie b Exempt foreign organizations - tax withheld al source 6b c Tax paid with application for extension of time to file (Form 8868) tic d Backup withholding erroneously withheld 6d 7 Total credits and payments Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated tax Check here n d Form 2220 is attached 9 Tax due If the total of lines 5 and 8 is more than line 7, enter amount awed 10 Overpayment If line 7 is mare than the total of lines 5 and 8, inter the amount overpaid 11 Enter the amount on line 101o be Credited to 2003 estimated tax lor 1 e During the tax year, did the organization attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign b Did it spend mare than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? 1/ the answer is 'Yes' to la or 76, attach a detailed description o/ the activities and copes of any materials published or distributed by the organization in connection with the activities c Did the organization file Form 1120-POL for this year d Enter the amount (if any) of tax on political expenditures (section 495 imposed during the year (1) On the organization ~ $ 0 .
Load more

Recommended publications
  • 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.
    [Show full text]
  • 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.
    [Show full text]
  • Corporate Philanthropy in Asia: Innovations That Unlock the Resources of Business for the Common Good
    Corporate Philanthropy in Asia: Innovations that Unlock the Resources of Business for the Common Good Entrepreneurial Social Finance in Asia: Working Paper No. 5 asia centre for ocial Our Entrepreneurial Social Finance working papers explore the role of philanthropy in s supporting entrepreneurial social ventures in Asia. We previously reported on the social entrepreneurship & fnance ecosystem, innovative models of philanthropy including collective giving, and how hilanthropy angel investing for impact can beneft social enterprise. This paper examines the particular p role of corporate business as provider of philanthropic capital – fnancial, human and intellectual. In addition to using traditional grant funding, we found that some corporations invest in early stage ventures that reach the poorest with afordable goods and services, or outsource their business processes to social enterprise vendors. Businesses increasingly see skilled volunteering and giving circles as new approaches to community engagement that Corporate Philanthropy in Asia motivate and retain employees. Innovations that Unlock the Resources of Business By way of 23 case studies drawn from Australia, China, Hong Kong, India, Japan, the Philippines for the Common Good and Singapore, we illustrate in this report the various ways these businesses engage with high-potential social organisations and ofer recommendations on ways the corporation can Entrepreneurial Social Finance in Asia: Working Paper No. 5 creatively deploy its resources for public good in Asia. Rob John Audrey Chia Ken Ito ISBN 978-981-11-2708-3 May 2017 acsep: knowledge for good acsep: knowledge for good ACSEP The Asia Centre for Social Entrepreneurship and Philanthropy (ACSEP) is an academic research centre at the National University of Singapore (NUS) Business School, stafed by an international multi-disciplinary research team.
    [Show full text]
  • Principles for Statutory Regulation and Self-Regulation of Fundraising
    PRINCIPLES FOR STATUTORY REGULATION AND SELF-REGULATION OF FUNDRAISING Authors: Eszter Hartay, European Center for Not-for-Profit Law Stichting Francesca Fanucci, European Center for Not-for-Profit Law Stichting Kristen McGeeney, International Center for Not-for-Profit Law Core group of experts: Eva E. Aldrich, CFRE International Oonagh B. Breen, Sutherland School of Law, University College Dublin Pia Tornikoski, Finnish Fundraising Association Usha Menon, Usha Menon Management Consultancy (Asia) Editor: Alexander Carter Published in April 2020 This document was developed as part of the Sustainable Frameworks for Public Fundraising, managed by the European Center for Not-for-Profit Law Stichting (ECNL). The project is made possible by the International Center for Not-for-Profit Law (ICNL) through the Civic Space Initiative, financed by the Government of Sweden. The Government of Sweden does not necessarily share the opinions here within expressed. The author bears the sole responsibility for the content. This publication was produced partially with the financial support of the European Union. Its contents are the sole responsibility of ECNL and ICNL and do not necessarily reflect the views of the European Union. Co-funded by the European Union Copyright © 2020 by the European Center for Not-for-Profit Law Stichting and the International Center for Not-for-Profit Law. All rights reserved. Table of Contents ACRONYMS _______________________________________________ 4 I. INTRODUCTION __________________________________________ 5 II. RELATIONSHIP BETWEEN STATUTORY REGULATION AND SELF- REGULATION ______________________________________________ 11 III. PRINCIPLES FOR STATUTORY REGULATION AND SELF-REGULATION OF FUNDRAISING _____________________________________________ 14 III.1. FUNDAMENTAL GUARANTEES ______________________________________ 14 III.2. FUNDRAISING METHODS __________________________________________ 18 III.3.
    [Show full text]
  • Oxfam Accountability Report 2015/16
    2015 - 2016 HOME / CONTACT CONTACT We value your feedback on the information contained in this annual Accountability Report. Please contact Ali Henderson ([email protected]) with any comments or suggestions you may have. Oxfam is an international confederation of 17 organizations or ‘affiliates’ networked together in 90 countries. The Oxfam International Secretariat provides co-ordination and support to the confederation. This report has been prepared on behalf of the Oxfam confederation by the Oxfam International Secretariat, the registered office of which is Oxfam House, John Smith Drive. Contact details for individual affiliates can be found at www.oxfam.org OXFAM ACCOUNTABILITY REPORT 2015 - 2016 2 HOME / CONTENTS CONTENTS MESSAGE FROM THE CHIEF EXECUTIVE (INGO CHARTER PROFILE DISCLOSURE REF: 1.1) 6 1 SCOPE OF THIS REPORT (INGO CHARTER PROFILE DISCLOSURE REF: 2.4, 2.6, 2.9, 3.1-3.12) 8 2 ABOUT OXFAM 10 WHO WE ARE & WHAT WE DO (INGO CHARTER PROFILE DISCLOSURE REF: 2.1-2.3) 10 HOW WE WORK - ONE OXFAM (INGO CHARTER PROFILE DISCLOSURE REF: 2.5) 11 WHERE WE WORK (INGO CHARTER PROFILE DISCLOSURE REF: 2.7) 12 OXFAM STRATEGIC PLAN AND GOALS (INGO CHARTER PROFILE DISCLOSURE REF: 2.2) 14 INCOME & EXPENDITURE (INGO CHARTER PROFILE DISCLOSURE REF: 2.8, NGO8) 15 STAFF & VOLUNTEERS (INGO CHARTER PROFILE DISCLOSURE REF: 2.8) 17 3 GOVERNANCE 18 STRUCTURES (INGO CHARTER PROFILE DISCLOSURE REF: 4.1, 4.2, 4.3, 4.4, 4.5) 18 ENSURING EFFECTIVE DECISION-MAKING (INGO CHARTER PROFILE DISCLOSURE REF: 4.1, 4.2, 4.4, 4.6, 4.10) 19 MEMBERSHIP OF EXTERNAL
    [Show full text]
  • The Salvation Army Trust Report and Financial Statements for the Year Ended 31 March 2020
    The Salvation Army United Kingdom Territory The Salvation Army Trust Report and Financial Statements for the year ended 31 March 2020 Charity Registration No: 214779 Scottish Charity Registration No: SC009359 Principal Office Territorial Headquarters: 101 Newington Causeway, London SE1 6BN www.salvationarmy.org.uk CONTENTS Trustees’ Report .......................................................................................... 3 What We Do ............................................................................................ 4 Introduction from the Territorial Commander ..................................................... 5 Explaining our Strategy, Structure and Operation ................................................. 6 2019/2020: A year in Review – Highlights, Achievements and Impact .......................... 9 Energising Church life ................................................................................. 9 Homelessness – our church-based response ........................................................ 10 Engaging Community action .......................................................................... 14 Fighting Poverty ....................................................................................... 15 Combatting Modern Slavery ......................................................................... 18 Overcoming Disability ................................................................................ 19 Celebrating Children and Young People ...........................................................
    [Show full text]
  • Solid Foundations Crowdfunding Finance Adding Social Value
    Solid foundations Crowdfunding finance Adding social value Positive returns offered by Crowdfunding for charities as The social economy is on the commercial property investment a test bed for fundraising skills march to build a stronger society August/September 2014 l www.charitytimes.com EDITORIAL COMMENT Editor Andrew Holt [email protected] Positive mergers 020 7562 2411 Contributing Writers Dawn Austwick, Rachael Badger, Anna Bloch, One interesting but little focused on trend, is the Dan Corry, Nicola Davies, Harry de Ferry Foster, one that highlighted charities involved in mergers Peter Holbrook, Julie Howell, Tris Lumley, transferred over £225m to form new organisations Paul Palmer, Jayne Phenton, Antony Savvas, last year. This is considerable. Asheem Singh, Sam Simmons Together, the 189 organisations undertaking mergers Design & Production turned over almost £1bn, or some 2.4 per cent of Matleena Lilja total voluntary sector income. This was according to [email protected] The Good Merger Index, the first overview of charity 020 7562 2400 sector mergers, produced by management consultancy Commercial Manager Eastside Primetimers. Cerys Brafield There was significant activity amongst health and social care organisations, [email protected] which accounted for more than 50 per cent of mergers, with a disproportionate 07766 662 610 bias towards mental health and disability charities, reflecting commissioners’ Advertising Manager preoccupation with lower costs and pan-disability provision. Sam Ridley The Good Merger Index also revealed comparatively high levels of merger [email protected] 020 7562 4386 activity in supported housing, community development, minorities, intermediary and religious charities. Subscriptions Broken down into approaches: mergers represented: 23 per cent, takeovers: Joel Whitefoot 43 per cent, subsidiaries: 23 per cent; group structures 7 per cent and asset [email protected] 020 8950 9117 exchanges 5 per cent.
    [Show full text]
  • Quarterly Report on Private Sector Partnerships and Fundraising Strategy for the Executive Board
    Quarterly report on private sector partnerships and fundraising strategy for the Executive Board Quarter 3: July-September 2020 Note on the third quarterly report to the Executive Board on the private sector partnerships and fundraising strategy for 2020–2025 Attached is the third quarterly report on the private sector partnerships and fundraising strategy for 2020–2025. A brief overview of the third quarter from July to September 2020 was presented at the recent informal session with the Executive Board on the implementation of the strategy. This report provides the same level of information and detail as did the two previous quarterly reports, following a similar format. The next report, which will be issued in 2021, will cover all of 2020, the first year of the five-year strategy, and will therefore be more comprehensive. Another informal session with the Executive Board will be scheduled to present that annual report. Management acknowledges the overall comments during the discussion of the second quarterly report at the Board’s second session, in particular in relation to pillar 1 on impact. Management is eager to receive member feedback and specific proposals for changes in the way that information on impact is reported. At the recent informal session, Executive Board members suggested various approaches, including reporting focused on region and thematic area. This is an opportunity to consider a full range of options and ensure that the level of information reported meets Executive Board needs during the second year of the strategy. Questions regarding the third quarterly report may be sent directly to Tim Hunter, Director, Private Sector Partnerships and Fundraising, at [email protected].
    [Show full text]
  • FACE to FACE FUNDRAISING TODAY – CRISIS OR EVOLUTION? Daryl Upsall Finstf Daryl Upsall & Associates SL
    FACE TO FACE FUNDRAISING TODAY – CRISIS OR EVOLUTION? Daryl Upsall FInstF Daryl Upsall & Associates SL 21 November 2017 1 © Daryl Upsall & Associates SL 1 Hei © Daryl Upsall & Associates SL 2 DARYL UPSALL FInstF • Daryl is a senior international fundraiser with over 34 years of experience most of which at a director level. • Former International Fundraising Director, Greenpeace International. Known for his leadership & innovation he pioneered digital fundraising and is a co-creator of what is known as face to face fundraising during the 1990s. • Led the “Votes for Freedom” election fundraising campaign for Nelson Mandela and the ANC…in his spare time. • Co-owns fundraising agencies in Spain, Portugal, Italy, Colombia, Mexico and Peru. • His is a Fellow of the UK Institute of Fundraising (UK) & until last year, Vice-Chair, Association of Fundraising Professionals (USA) responsible for education & professional development. © Daryl Upsall & Associates SL 3 WHAT WE DO Daryl Upsall Consulting International and Daryl Upsall & Associates provide practical support to help non profit organisations (NPOs) boost their income and organisational growth. We have worked with the world’s leading INPOs & UN agencies, as well as smaller national NPOs in more than 60 FUNDRAISINGcountries: Market Assessment MARKET STUDIES RECRUITMENT Mentoring Fundraising & Training Strategy Recruitment © Daryl Upsall & Associates SL 4 WHERE IT ALL BEGAN….20 YEARS AGO © Daryl Upsall & Associates SL 5 5 WHERE IS F2F NOW… …and China too © Daryl Upsall & & Associ Associatesates
    [Show full text]
  • SCSE•CSES Sprott Centre for Social Enterprises Centre Sprott Pour Les Entreprises Sociales
    SCSE•CSES Sprott Centre for Social Enterprises Centre Sprott pour les entreprises sociales Fundraising Methods: Past, Present, Future Leighann Neilson François Brouard Anahit Armenakyan SCSE-CSES RESEARCH REPORT October 2012 Funded by: Applied Research Funding Program Fundraising Methods: Past, Present, Future Fundraising Methods: Past, Present, Future Leighann Neilson François Brouard Anahit Armenakyan Sprott Centre for Social Enterprises / Centre Sprott pour les entreprises sociales Sprott School of Business Carleton University Leighann Neilson, PhD Associate Professor and Member SCSE/CSES Sprott School of Business, Carleton University 913 Dunton Tower, 1125 Colonel By Drive, Ottawa Ontario, K1S 5B6 [email protected] Phone: (613) 520-2600, ext. 8511 François Brouard, DBA, FCPA, FCA Associate Professor and Director SCSE/CSES Sprott Centre for Social Enterprises / Centre Sprott pour les entreprises sociales Sprott School of Business, Carleton University 824 Dunton Tower, 1125 Colonel By Drive, Ottawa Ontario, K1S 5B6 [email protected] Phone: (613) 520-2600, ext. 2213 Anahit Armenakyan, PhD Assistant Professor and Member SCSE/CSES School of Business, Nipissing University 100 College Drive, Box 5002, North Bay, Ontario, P1B 8L7 [email protected] Phone: (705) 474-3450, ext. 4280 The authors gratefully acknowledge the financial support of the Institute for Nonprofit Studies, Mount Royal University and Sprott Centre for Social Enterprises / Centre Sprott pour les entreprises sociales, Sprott School of Business, Carleton University. © Leighann Neilson, François Brouard and Anahit Armenakyan October 31, 2012 Page 2 Fundraising Methods: Past, Present, Future ABSTRACT The term ‘fundraising methods’ refers to the tactics used by charities to generate current or future monies and gifts in kind to provide services to clients, fund research, and cover administrative costs.
    [Show full text]
  • Fundraising Self-Regulation: an Analysis and Review
    Fundraising self- regulation: An Analysis and Review Fundraising self-regulation: An Analysis and Review Authors: Ian MacQuillin, Rogare – The Fundraising Think Tank Dr Adrian Sargeant, Director -Institute for Sustainable Philanthropy Harriet Day, Institute for Sustainable Philanthropy Published: November 2019 This report was developed as part of the ‘Sustainable Frameworks for Public Fundraising’ project, managed by the European Center for Not-for-Profit Law Stichting (ECNL). The project is made possible by the International Center for Not-for-Profit Law (ICNL) through the Civic Space Initiative This publication is wholly financed by the Government of Sweden. The Government of Sweden does not necessarily share the opinions here within expressed. The author bears the sole responsibility for the content. Copyright © 2019 by the European Center for Not-for-Profit Law Stichting. All rights reserved. 2 Contents 1.0 Introduction ..................................................................................................................... 5 2.0 Self-regulation .................................................................................................................. 8 2.1 What is self-regulation? ................................................................................................. 8 2.2 Standards ................................................................................................................... 10 2.3 Compliance and enforcement .....................................................................................
    [Show full text]
  • Preparing the Ground for Change
    Amnesty International UK Section Report 2012 PREPARING THE GROUND FOR CHANGE Amnesty International UK Section Report 2011 1 CONTENTS INTRODUCTION 01 TAKING ACTION: CASES AND CAMPAIGNS 04 BUILDING SUPPORT FOR HUMAN RIGHTS 23 LEARNING ABOUT HUMAN RIGHTS 30 FUNDRAISING 34 THE GLOBAL MOVEMENT 38 LOOKING AHEAD 40 UK MAP SHOWING AMNESTY ACTIVIST GROUPS Local groups Student groups Youth groups Amnesty International is a movement of ordinary people from across the world standing up for humanity and human rights. Our purpose is to protect individuals wherever justice, fairness, freedom and truth are denied. INTRODUCTION AN ANNIVERSARY TO REMEMBER AMNESTY AT 50 CELEBRATIONS WHERE IT ALL BEGAN The 50th birthday party on 28 May 2011 went back to Amnesty’s roots at St Martin-in-the-Fields church, Trafalgar Square, where our founder Peter Benenson first envisaged the movement. There were speeches, music, readings and a gigantic cake. The guestlist included former prisoners of conscience, members of the Benenson family, activists and supporters such as children’s author Michael Morpurgo and actors Tim McInnerny and Eva Birthistle. POSTER POWER The 50th anniversary provided a great excuse to delve into in © Reuben Steains Steains Reuben © St Martin-in-the-Fields, 28 May 2011, left to right: singer Reem Kelani, campaigner the Amnesty archives and pull and artist Dan Jones, ex-prisoner of conscience and human rights activist Maria out some hidden gems. We Gillespie, Kate Allen, author Michael Morpurgo, Amnesty secretary general Salil mounted a touring exhibition of 50 Shetty, actor Julian Rhind-Tutt, Manya Benenson, daughter of Amnesty’s founder posters showing first in London and Belfast, then other venues Amnesty’s 50th year was a memorable one.
    [Show full text]