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MODULES:
Week 1: Introduction
Week 2, Module 1: Grant Research
Week 3, Module 2: Proposal Writing
Week 4, Module 3: Capital Campaigns
Week 5, Module 4: Major Donors
Week 6: Planning for Fundraising
Module 5: Annual & Direct Appeals
Module 6: Special Events
Module 7: Planned Giving
Module 8: Corporate Partnerships
Module 9: Social Enterprise
Module 10: Online Donations
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Fundraising Principles and Practices
Module 11: The Board's Role in Fundraising
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Required Readings:
Required online readings:
- How to Get Your Board to Raise Money - Plan X, by Kim Klein, Grassroots Fundraising Journal, April 2000. On Blackboard, Course Documents: The Board's Role in Fundraising folder.
- The Board and Fundraising, by Kim Klein, in The Board of Directors, edited by Stephanie Roth and Kim Klein, Chardon Press, 2000. On Blackboard, Course Documents: The Board's Role in Fundraising folder.
- The Statement of Agreement, by Kim Klein, in The Board of Directors, edited by Stephanie Roth and Kim Klein, Chardon Press, 2000. On Blackboard, Course Documents: The Board's Role in Fundraising folder.
- Fifty-Five Ways for Board Members to Raise $500, by Kim Klein, in The Board of Directors, edited by Stephanie Roth and Kim Klein, Chardon Press, 2000. On Blackboard, Course Documents: The Board's Role in Fundraising folder.
- How Does Your Board Measure Up?, by Stephanie Roth, The Board of Directors: Grassroots Fundraising Journal Reprint Collection (1999-2000). On Blackboard, Course Documents: The Board's Role in Fundraising folder.
- Board Members Doing More Giving And Getting Now, by Todd Cohen, The NonProfit Times, April 1, 2005.
Optional readings:
- Flanagan, Chapter 2
- Mutz & Murray, Chapter 5
- Helping Board Members Ask for The Gift, by Wayne E. Groner, onPhilanthropy.com, April 15, 2005.
- Charity Integrity: The Emerging Factors in Nonprofit Governance by Robin R. Ganzert, onPhilanthropy.com, June 9, 2005.
- Banishing your expectation of board fundraising, or why does it feel so good when I stop? (Part 1 of 2), by Gayle L. Gifford, Nonprofit Boards and Governance Review, February 14, 2005.
- Banishing your expectation of board fundraising, or why does it feel so good when I stop? (Part 2 of 2), by Gayle L. Gifford, Nonprofit Boards and Governance Review, February 24, 2005.
- Rethinking "Inside-Out" from Top to Bottom, by Joel Walsh, Nonprofit Leader, July 2004.
- Boardroom Bonanza: Tips for Tapping Into the Fundraising Potential of Your Board of Directors, by Timothy Morral, Nonprofit Leader, April 2004.
- What is the board's role in fund-raising?, Delaware Association of Nonprofit Agencies.
- Maybe Fundraising Isn't the Board's Job After All, by Maureen Robinson, Contributions Magazine, November/December 2004.
- The Board and Fundraising, by Kim Klein, excerpt from The Board of Directors, Chardon Press, 2000.
- Tips for Turning Reluctant Volunteers Into Eager Fund Raisers, by Janet Tate, The Chronicle of Philanthropy's Philanthropy Careers, June 24, 2002.
- A Web Site Helps Charities and Potential Trustees Find Each Other, by Rebecca Gardyn, The Chronicle of Philanthropy's Philanthropy Careers, August 15, 2002.
- Ten Ways Board Members Can Help Raise Money Without Asking For it Out Loud, by Kim Klein, from Fundraising for the Long Haul: New Companion to Fundraising for Social Change, 2000.
- Raise the Bar: Demand Strategic Thinking and Accountability, Part I: A Diet and Exercise Regime for High Performing Boards by Terrie Temkin, Nonprofit Board and Governance Review, July 23, 2004.
- Raise the Bar: Demand Strategic Thinking and Accountability, Part II, by Terrie Temkin, Nonprofit Board and Governance Review, July 8, 2004.
- Raise the Bar: Demand Strategic Thinking and Accountability, Part III, by Terrie Temkin, Nonprofit Board and Governance Review, June 2, 2004.
- Getting Grassroots Boards to "Move and Shake," Part I, by Linda Lysakowski, Nonprofit Board and Governance Review, April 8, 2004.
- Getting Grassroots Boards to "Move and Shake," Part II, by Linda Lysakowski, Nonprofit Board and Governance Review, April 22, 2004.
- The Grantseeking Board, by Susan Schaefer, Grants and Foundations Review, January 13, 2004.
- Getting Your Board on Board, by Terry Axelrod, Nonprofit Leader, July 2003.
- Riding the Horse the Way It's Going: A Different Approach to Boards and Fundraising, by Hildy Gottlieb, Help4Nonprofits, 2002.
- Board Members Have Questions? We Have Answers!, by Jeane Vogel, Grants and Foundations Review, August 28, 2002.
- Is It Time To Abolish the Board Fundraising Committee?, by Gayle L. Gifford, Nonprofit Boards and Governance Review, June 6, 2002.
- The Role of the Governing Board, Part 1, by Gayle Gifford, Nonprofit Boards and Governance Review, September 5, 2002.
- The Role of the Governing Board, Part 2, by Gayle Gifford. Nonprofit Boards and Governance Review, September 19, 2002.
- Board Members (and Volunteers) as Grantwriters, by Julie Bornhoeft, Grants & Foundations Review, April 23, 2002.
- Excerpt, "The Role of the Board and Board Member," by Brian O'Connell, The Board Member's Book: Making a Difference in Voluntary Organizations, 2nd Edition, The Foundation Center, 1993.
- Sample Board Member Agreement, Board Cafe, March 2001.
- How can we get board members to help with fundraising solicitations when they've never done it before, or had a negative experience fundraising in the past?, Nonprofit GENIE, see Board Development FAQ #09.
- How do I get my board involved in fundraising and how much should a board member give?, Nonprofit GENIE, see Fundraising FAQ #03.
- How can our board members help raise money?, Nonprofit GENIE, see Fundraising FAQ #04.
- Directors' and Volunteers' Fundraising Role, Zimmerman-Lehman.
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Habits Of Highly Effective Board Members, a CASE Conference Speech Presented by Merilyn Bonney.
- Ten Tips for Staying Sane About Fund Raising and Your Board, Terry Axelrod, Raising More Money.
- Board Fundraising That Works, Terry Axelrod, Raising More Money, July 1998.
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Ask Terry #3: What Are The Roles of Board Members?, Terry Axelrod, Raising More Money.
- How To Get Your Board Involved In Fundraising. Edited Digest of Fundclass - Topic #19, October 1999. Facilitated by Kim Klein.
- When Board Members Wriggle Out of Fundraising, by Kim Klein (1989), from Raise More Money: The Best of the Grassroots Fundraising Journal, edited by Kim Klein and Stephanie Roth.
- Why Board Members Don't Like to Raise Money, by Stan Hutton, About.com
- Strengthening Your Board Through a Capital Campaign, Fund-Raising Matters, Winter 2001 (Goettler Associates).
- Are They Board or Are They Bored?!, Edited Digest of FundClass Topic #27, June 2001. Facilitated by Cynthia Armour.
- A Ten-Step Checklist for Board Recruitment, by Cynthia Armour, Canadian FundRaiser, March 15, 2000 .
- How Can I Get My Board More Involved in Fundraising?, by Cynthia Armour, Front & Centre (Canadian Centre for Philanthropy), March 1998.
- How to Develop a Board Member's Job Description, Board Development Program of Alberta Community Development (Canada), 1997.
- Job Descriptions for Officers of the Board, Board Development Program of Alberta Community Development (Canada), 1997.
- Resolving the fundraising board/staff conflict, Canadian FundRaiser, August 15, 1995.
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Engaging the Board of Directors in Fundraising (Echoing Green)
- Getting your board to help with fund raising, by Diane Hodiak, DrCharity.com, 2001-02.
- What are the main responsibilities of a Non-Profit Board of Management?, ourcommunity.com (Australia), December 13, 2001.
- To Fundraise or Not to Fundraise, by Martha Curgin, Hilary Bates Neary and Carmen Sprovieri, Access, Autumn 1998, Southern Ontario Library Service.
- Fundraising Responsibilities Of A Board Member, Profit Quests Fundraising.
- How Much Money Should You Be Raising?, by Michael Maude, Partners in Philanthropy.
Competencies:
define the role of the nonprofit board in organizational fundraising, including the respective roles of a fundraising committee and individual board members
explain how to recruit and orient appropriate board members to the organization
develop a plan for training and supporting board members in fundraising
describe the role of the board in ensuring the organization complies with all applicable local, state and national laws regulating fundraising
Demonstration of Competencies:
develop a plan for a selected nonprofit organization or NGO for recruiting, orienting, training, and supporting board members, with special attention to their fundraising responsibilities (three-to-five pages).
OR
interview a nonprofit board member about their role in fundraising; you should ask how they define their responsibilities, how the board structures and organizes its fundraising efforts, and how its efforts are evaluated. If you can, attend a board meeting discussing fundraising. Report the interview and/or discussion in a three-to-five-page paper.
AND, with either assignment,
find and summarize one local, state or national law regulating fundraising, other than one listed in the Seltzer book (one page or less).
AND
complete an online exam for this module.
Useful Links:
Board Cafe (e-mail newsletter) (BoardSense, formerly the National Center for Nonprofit Boards)
BOARD-SENSE (listserv) (Andrew Swanson)
To subscribe you send an e-mail to board-sense@listserv.azstarnet.com
Leave the subject line blank.
In the message type subscribe board-sense your e-mail address
The command is "subscribe", the name of the list is board-sense and the last item is your own E-Mail address.
Charity Governance (a blog)
Bibliography:
George, G. Worth, Fearless Fund-Raising, National Center for Nonprofit Boards: Washington, DC 1996.
Greenfield, James, Fund-Raising Cost-Effectiveness: A Self-Assessment Workbook, Wiley: New York 1996.
Greenfield, James, ed., Financial Practices for Effective Fundraising, New Directions in Philanthropic Fundraising (Jossey-Bass: San Francisco), Spring 1994.
Hopkins, Bruce, The First Legal Answer Book for Fund-Raisers, Wiley: New York 2000.
Hopkins, Bruce, The Second Legal Answer Book for Fund-Raisers, Wiley: New York 2000.
Hopkins, Bruce, The Law of Fund-Raising, Second Edition, Wiley: New York
Hopkins, Bruce, The Tax Law of Charitable Giving, Second Edition, Wiley: New York 2000.
Howe, Fisher, The Board Member's Guide to Fundraising, Jossey-Bass: San Francisco 1991.
Howe, Fisher, Fund-Raising and the Nonprofit Board, Revised Edition, National Center for Nonprofit Boards: Washington, DC 1998.
Lansdowne, David, Fund Raising Realities Every Board Member Must Face, Emerson & Church: Medfield, MA 1997.
Perlman, Seth & Betsy Hills Bush, Fund-Raising Regulation: A State-by-State Handbook of Registration Forms, Requirements, and Procedures, Wiley: New York
Tempel, Eugene, The Development Committee, National Center for Nonprofit Boards: Washington, DC 1996.
Zimmerman, Robert and Ann Lehman Boards That Love Fundraising: A How-To Guide for Your Board, Jossey-Bass: San Francisco, 2004.
Go to online conference:
URL: http://www.sover.net/~paulven/sit/board.html
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