Tools, Templates & Tips

Fundraising

Fundraising

Name: Accounting for Costs of Activities of Not-for-Profit Organizations and State and Local Governmental Entities That Include Fund Raising - SOP 98-2
Author: N/A
Publisher: American Institute of Certified Public Accountants
Type of material: paperbound
Cost of material: $14.00 (AICPA members), $17.50 (non-Members)
Primary audience:
Where it can be obtained: http://www.cpa2biz.com/AST/Main/CPA2BIZ_Primary/Accounting/Standards/AICPASOPsAccounting/PRDOVR~PC-014887PDF/PC-014887PDF.jsp

Summary: Statement of Position No. 98-2 amends existing guidance in AICPA Audit and Accounting Guides Health Care Organizations, Not-for-Profit Organizations, and Audits of State and Local Governmental Units. SOP 98-2 helps CPAs create accurate financial statements that apply appropriate allocation methods and include necessary disclosures. Illustrations of financial applications and methods are included.

Name: Boards That Love Fundraising: A How-To Guide For Your Board
Author: Robert Zimmerman and Ann Lehman
Publisher: Jossey-Bass
Type of material: paperback/128 pages
Cost of material: $28.00
Primary audience: board members
Where it can be obtained: http:// www.zimmerman-lehman.com/pubs.htm

Summary: This workbook offers inspiring examples of boards that have grown from fear and loathing of fundraising to eager anticipation. This inspiration is accompanied by practical advice and exercises for boards based on the authors' extensive experience in working with nonprofits of all sizes.

Name: Ethical Fundraising: A Guide for Nonprofit Boards and Fundraisers (AFP Fund Development Series)
Author: Janice Gow Pettey
Publisher: Jossey-Bass
Type of material: hardcover, 256 pages
Cost of material: $45.00
Primary audience:
Published: April 2008
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470225211.html
Also available in E-Book format: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470289902.html

Summary: Practical tools and techniques to incorporate ethical standards and practices in nonprofit fundraising Featuring contributions from a host of well-known and respected senior-level fundraising professionals, several of whom are members of the AFP ethics committee, Ethical Fundraising provides clear and concise explanations of common ethical fundraising challenges along with practical case studies to stimulate thought and discussion.

Name: Fearless Fundraising for Nonprofit Boards, Second Edition
Author: David Sternberg
Publisher: BoardSource
Type of material: Book (61 pages) w/ CD-ROM
Cost of material: $40.00 (members), $60.00 (non-members)
Primary audience:
Published: 2008
Where it can be obtained: http://www.boardsource.org/Bookstore.asp?Item=1085

Summary: This best-selling books explains how board members, development officers, and chief executives can clarify the process of successful fundraising, target and approach potential funders, and increase levels of support. They will discover why some donors give...and why others do not.

Name: Funding Effectiveness: Lessons in Building Nonprofit Capacity
Author: Grantmakers for Effective Organizations
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/176 pages
Cost of material: $32.00
Primary audience:
Published: January 2004
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787968161.html
Also available in E-book format: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787972517.html

Summary: Written for leaders of both grantmaking and nonprofit organizations who are dedicated to improving the sector's effectiveness, "Funding Effectiveness" offers a compelling collection of essays from many of the most highly regarded practitioners in the field.

Name: Invest in Charity: A Donor's Guide to Charitable Giving
Author: Ron Jordan and Katelyn L. Quynn
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/264 pages or e-Book
Cost of material: $29.95
Primary audience:
Published: July 2001
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0471414395.html
Also availble in E-book format: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0471217379.html

Summary: A complete guide to personal philanthropy.

Name: Planned Giving for Small Nonprofits
Author: Ronald R. Jordan and Katelyn L. Quynn
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/323 pages
Cost of material: $55.00
Primary audience:
Published: June 2002
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471212091.html
Also available in E-book format: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471421111.html

Summary: Proven methods for launching-and growing-a planned giving program.

Name: Planned Giving: A Guide to Fundraising and Philanthropy, 4th Edition
Author: Ronald R. Jordan and Katelyn L. Quynn
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/805 pages
Cost of material: $225.00
Primary audience:
Published: May 2009
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0470436301.html

Summary: Guide to all aspects-management, marketing, and law-of a successful planned giving program.

Name: ROI For Nonprofits: The New Key to Sustainability
Author: T. Ralser
Publisher: Jossey-Bass
Type of material: E-book
Cost of material: $50.00
Primary audience:
Published: November 2007
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470168870.html
E-book available: http://www.wiley.com/WileyCDA/WileyTitle/productCd-047022374X.html

Summary: Explore the methods and processes to help nonprofits raise money in an environment that increasingly demands accountability, transparency, and results. The realities of today's economic environment have required that nonprofits, and those that raise money for them, make their case for support as strongly as possible. Warm and fuzzy appeals that tug at the heart strings have met with limited success. Assuming that funding targets intuitively know the value of the good work being done is unrealistic. The Key to Nonprofit Sustainability offers an abundance of pragmatic tips, tools, case studies, and techniques to make the process easy to understand and implement.

Name: Speaking of Money: A Guide to Fund-Raising for Nonprofit Board Members (DVD)
Author: BoardSource
Publisher: BoardSource
Type of material: 30-minute video, plus 20-page user's guide
Cost of material: $22.00 (members), $33.00 (non-members)
Primary audience:
Published: 1996
Where it can be obtained: http://www.boardsource.org/Bookstore.asp?Item=172

Summary: ABC News journalist Hugh Downs walks viewers through a series of candid interviews in which real board members explain why fundraising is an essential board responsibility, how board members work in partnership with staff, why each board member should make a personal contribution and how to ask for a gift.

Name: Special Events: Proven Strategies for Nonprofit Fundraising, 2nd Edition
Author: Alan L. Wendroff
Publisher: Jossey-Bass
Type of material: hardcover w/CD-Rom, 272 pages
Cost of material: $60.00
Primary audience:
Published: October 2003
Where it can be obtained: http:// www.josseybass.com/WileyCDA/WileyTitle/productCd-0471462357.html

Summary: "Special Events: Proven Strategies for Nonprofit Fundraising, Second Edition" is the complete guide to making your next nonprofit event the rousing success it can be. Packed with author and development professional Alan Wendroff s realistic insights and pointers, this text provides a logical and comprehensive outline of event planning, with a special emphasis on fitting these events into the larger framework of the nonprofit s organizational goals.

Name: Storytelling for Grantseekers: The Guide to Creative Nonprofit Fundraising, 2nd Edition
Author: Cheryl A. Clarke
Publisher: Wiley/Jossey-Bass
Type of material: paperback/224 pages
Cost of material: $29.95
Primary audience:
Published: January 2009
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0470381221.html
E-book available: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0470395877.html

Summary: Grantseekers who have used this unique process discover that telling the organization's story in narrative form (complete with settings, characters, antagonists, and resolutions), can help them connect with grantmakers and ultimately have greater success with funders.

Name: Strengthening Nonprofit Performance -- A Funder's Guide to Capacity Building
Author: Paul Connolly and Carol Lukas
Publisher: Amherst H. Wilder Foundation
Type of material: 176 pages, softcover
Cost of material: $41.95
Primary audience:
Where it can be obtained: http://www.fieldstonealliance.org/productdetails.cfm?PC=40

Summary: This practical guide synthesize the most recent capacity building practice and research into a collection of strategies, steps, and examples that funders can use to get started on or improve their funding to strengthen nonprofits.

Name: Successful Corporate Fund Raising: Effective Strategies for Today's Nonprofits
Author: K. Scott Sheldon
Publisher: Jossey-Bass
Type of material: e-book, 191 pages
Cost of material: $50.00
Primary audience:
Published: March 2000
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0471350168.html
E-book available: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470353503.html

Summary: "Successful Corporate Fund Raising" provides in-depth answers to these and all your questions about finding and winning corporate funds. The distillation of Scott Sheldon's more than two decades of experience as a corporate fund raiser, it provides a complete blueprint for developing and maintaining successful corporate fund-raising programs at nonprofits of all sizes.

Name: Legal Answers Book for Fund-Raisers Set, Set Contains: First and Second Legal Answers Books for Fund-Raisers
Author: Bruce R. Hopkins
Publisher: Wiley/Jossey-Bass
Type of material: paperbound/288 pages & 304 pages
Cost of material: $160.00
Primary audience:
Published: November 2001
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-047122622X.html

Summary: Legal information for enhancing and expanding the activities of charitable fund-raisers. Books can also be purchased seperately.

Name: The Law of Fundraising, 4rd Edition
Author: Bruce R. Hopkins
Publisher: Wiley/Jossey-Bass
Type of material: Hardcover/ 680 pages
Cost of material: $250.00
Primary audience:
Published: April 2009
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471274852.html

Summary: Contains summaries of each state's Charitable Contribution Solicitation Act, the most important regulation impacting the fundraising practice and professionals within each state.

Name: The Nonprofit Handbook: Fund Raising (AFP/Wiley Fund Development Series), 3rd Edition
Author: James M. Greenfield (Editor)
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/1,176 pages
Cost of material: $175.00
Primary audience:
Published: March 2001
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471403040.html

Summary: The book provides a complete overview of the entire development function, from management and strategic planning to hands-on, practical guidance for the various kinds of fundraising.

Name: Understanding the Needs of Donors: The Supply Side of Charitable Giving: New Directions for Philanthropic Fundraising, No. 29
Author: Eugene R. Tempel and Dwight F. Burlingame (editor)
Publisher: Wiley/Jossey-Bass
Type of material: paperback/120 pages
Cost of material: $29.00
Primary audience:
Published: October 2001
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787956368.html

Summary: Outlines important steps needed in order to develop successful giving-receiving or gift relationships. Provides a framework for donors to determine comfort levels of giving and illustrates how tax changes influence giving. Proposes a meaningful-action paradigm to better understand why donors give, providing a useful guide for fundraising practice and research. Concludes with a challenge to donors to move from a "checkbook philanthropy" to a "citizenship philanthropy."

Name: Winning Grants Step-by-Step, 3rd Edition
Author: Mim Carlson, The Alliance for Nonprofit Management
Publisher: Wiley/Jossey-Bass
Type of material: paperback/128 pages
Cost of material: $30.00
Primary audience:
Published: October 2008
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0470286377.html

Summary: In the highly competitive arena of grantseeking, fundraisers need resources in order to win grants and fulfill their organization s mission. This new, thoroughly updated edition of the bestseller offers a guide that any organization can use to secure funding from private foundations or the government. Filled with updated examples, this guide directs the novice grantseeker and offers a refresher course for experienced grantwriters. Following the process presented will improve anyone s ability to transform an idea that needs support into a proposal that demands funding, "Winning Grants Step by Step" is part of the new Jossey-Bass Nonprofit Guidebook Series.

 

Author: 
Jeremy S. Parmer
Author's Organization: 
Rubino & McGeehin