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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. -
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 -
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. -
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. -
Fundraising Model Policy (PDF File)
Disclaimer: Please note that the USOE model policies and proce- dures are general guidelines. These model policies are suggested best practices, and LEAs are not required to use or adopt these specific policies. LEAs are encouraged to modify these policies and procedures to adapt to the current environment of each specific LEA. Not every LEA has the same personnel positions as listed in the model policies and procedures, please modify the positions to conform to your LEA’s circumstances and size. Fundraising Model Policy A. PURPOSE The purpose of this policy is to establish LEA policy and procedures governing the initia- tion, authorization, and review of all fundraising activities of the LEA and individual schools. This policy is intended to create practices that adequately safeguard public funds, provide for accountability, and ensure compliance with state and federal laws. The LEA encourages community and business partnerships that enhance and supplement the public education system. The LEA also desires to protect students, parents, teachers, and school administrators from over-commercialization and fundraising efforts that are coercive and disruptive to the education processes, threatening to the health and welfare of students, or lacking in educational merit. B. SCOPE This policy applies to all LEA administrators, licensed educators, staff members, students, organizations, volunteers and individuals who initiate, authorize, or participate in fundrais- ing events or activities for school-sponsored events. It is expected that in all dealings, LEA and school employees will act ethically and consis- tent with the LEA’s ethics training, the Utah Educators Standards, the Public Officers’ and Employees’ Ethics Act, and State procurement law. -
Head of Fundraising Responsible To: Director of MYH Hours
58-60 Fitzroy Street 0207 435 8171 London [email protected] W1T 5BU myh.org.uk Job Description Job title: Head of Fundraising Responsible to: Director of MYH Hours: 5 days/week (some evening and weekends required) Salary: Competitive Contract: Permanent full time Holiday entitlement: 20 days (excluding bank holidays) Overview of role The Muslim Youth Helpline (MYH) is a national award winning charity providing faith and culturally sensitive support services to young people in the UK. Its core service is a free and confidential helpline open seven days a week via telephone, email, internet chat and text. MYH is a dynamic organisation that puts service to its clients at the heart of everything that it does. The Head of Fundraising will lead, develop and implement the MYH fundraising strategy to raise significant funds and awareness of MYH’s work; manage fundraising information and data ensuring donor information is kept up to date; co-ordinate fundraising volunteers and develop fundraising tools and resources to support MYH’s fundraising strategy; and build trusted relationships with donors and partners. MYH is looking for a passionate, responsible individual to lead the fundraising function of the organisation. There is a high level of responsibility as the new recruit creates the fundraising strategy along with the Director of the organisation. We envision a community based approach, and a concerted effort to maintain a balance between grant funding and community funding. The long term sustainability of the organisation is paramount. We also envision the establishment of regional outposts and fundraising activity, so some travel may be required. -
Event-Based Fundraising
Raise more money for your cause! About Nonprofit Fundraising 101 Based on expert advice and insights from a variety of respected industry experts, Nonprofit Fundraising 101 is an essential text for nonprofit professionals, volunteers, activists, and social entrepreneurs who want to leverage best practices to promote their cause. Built upon the success of the best-selling Nonprofit Management 101, this easy to digest book provides practical, comprehensive guidance for nonprofit fundraising around the globe. With tips and tools, expert advice, and real-world insights from almost fifty industry leaders, this robust resource addresses the entire spectrum of fundraising for nonprofits, including: • Planning, hiring, and tracking progress • Individual donors, major gifts, events, and direct mail • Board and volunteer engagement • Foundation and government grants • Corporate partnerships • Online and email fundraising • Social media and mobile crowdfunding • Earned income and social enterprise Written by and for front line practitioners and geared towards a global audience of emerging and established leaders, this field guide offers step- by-step formulas for success. Nonprofit Fundraising 101 features a foreword by fundraising guru and Soul of Money author Lynne Twist, insights from notable non-profit professionals such as CNN's Van Jones, and an afterword by Kiva.org Co-Founder & President Premal Shah. This book also provides indispensible ideas and diverse case studies ranging from grassroots efforts to the ALS Ice Bucket Challenge, and advice -
Newsletter & Bids 17 2017
Newsletter & Bids 17 2017 April 23 2017 Newsletter Dear Members, This week’s newsletter bids, grants and Funds come to you in conjunction with our sponsors London Based Manley Summers Training. Well to any of you who did the Marathon and I know a couple did then congratulations to you all. Also Retained clients and RoAPT clients received a Special offer and a CODE to use please use this prior to the 2nd of May. This week going out to 3,675 organisations and people in the Industry, many people ask why this number changes - well we have people leave and join each week and of course some companies buy out other companies or people leave companies. This week’s Bids Grants and Funds has some 38 Pages. Current apprenticeship frameworks in Health and Social Care and in Care Leadership and Management will be withdrawn by Skills for Care and Development on 29 December 2017. In-line with government changes, the planned closure comes after the approval of the new employer-led apprenticeship standards at levels 2, 3, 4 and 5. Level 2 and 3 are already open for registration and level 4 and 5 are anticipated in the very near future. This means that no one will be able to start an apprenticeship on the framework after the end of this calendar year, and all apprentices starting after that date will do so through the new standards. The world of Training and Development has been turned upside down this however is sometimes a perfect time to take advantage. We have run Peer Meet Ups for some time and indeed we have our next one scheduled for Birmingham on Thursday the 25th of May. -
The Scope and Activities of 501(C)(3) Supporting Organizations by Thomas H
The Scope and Activities of 501(c)(3) Supporting Organizations By Thomas H. Pollak and Jonathan D. Durnford National Center for Charitable Statistics at the Urban Institute May 31, 2005 SUMMARY OF FINDINGS Supporting organizations provide a broad array of services, including grants and other financial benefits, to the organizations they support. This study found that nearly 92 percent of the large supporting organizations with no apparent grants in our sample did, in fact, provide significant financial services and benefits to their supported organizations. Complex business and legal reasons similar to those found in the for-profit world appear to lie behind the activities of most of these organizations. OVERVIEW In section 509(a)(3) of the Internal Revenue Code, Congress established a category of public charities commonly referred to as “supporting organizations” that are operated “exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more [public charities].” The implementing regulations written by the Treasury Department are extensive. They include numerous definitions and examples and span more than eight pages of small type in a popular version of federal tax regulations. (See I.R.C. § 1.509(a)-4 in RIA Federal Tax Regulations.) The law and its corresponding regulations give broad latitude to the types of support that such organizations may provide to their supported organizations. Supporting organizations are grouped by statute into three types, conveniently called Types I, II, and III. Types I and II are closely controlled by their supported organization or organizations. Type I supporting organizations are “operated, supervised or controlled by” their “parent” supported organizations.