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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 9: Social Enterprise
Module 10: Online Donations
Module 11: The Board's Role in Fundraising
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Fundraising Principles and Practices
Module 8: Corporate Partnerships, Cause-Related Marketing, and Venture Philanthropy
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Required Readings:
Required online readings:
- Fundraising from Corporations: Old and New Approaches, by Richard Male, Grassroots Fundraising Journal, July-August 2004. On Blackboard: Course Documents: Corporate Partnerships folder.
- Principles for Partnership, by James E. Austin, Leader to Leader, Fall 2000.
- How can I find corporate sponsorship?, The Foundation Center.
- What is cause-related marketing?, The Foundation Center.
- Proving the Win-Win Strategy of Cause-Related Marketing, by Jessica Stannard-Friel, onPhilanthropy.com, November 5, 2004.
- A Framework for Ethical Considerations in NGO Partnerships with Corporations, by Laurie Regelbrugge.
- American Heart Association - Corporate Relations Policy
- Nonprofit Motive, by Scott Kirsner, Wired, September 1999.
- Inside Venture Philanthropy, by Peter Frumkin, for the Thomas B. Fordham Foundation. On Blackboard, Course Documents: Corporate Partnerships folder.
Optional readings:
- Flanagan, Chapters 11 and 12
- Norton, pp. 84-102
- Holloway, Chapters 10 and 14
- Holloway, Chapters 10 and 14
- Corporate Giving FAQs, Council on Foundations.
- Corporate Philanthropy: PR or Legitimate News?, by Jessica Stannard-Friel, onPhilanthropy.com, May 20, 2005.
- Building Neighborhoods: National Corporate Program with Local Focus, by Marjorie Polycarpe, onPhilanthropy.com, May 20, 2005.
- "Best and Highest", by Marilyn Laurie, Foundation News & Commentary, May/June 2005.
- The Five "R's" of Corporate Grantmaking: Tips For Developing Successful Corporate Partnerships, by Tamara Backer, onPhilanthropy.com, January 29, 2005.
- Opportunities for Business in the Fight Against HIV/AIDS,
excerpted by Connette Blake, onPhilanthropy.com, January 29, 2005.
- Tsunami Relief Update: A Compilation of Current Corporate Commitments, by Jessica Stannard-Friel, onPhilanthropy.com, January 12, 2005.
- Robin Hood in a Pin-Striped Suit?, by Carolyn Cavicchio, onPhilanthropy.com, February 25, 2005. About corporate social responsibility and Tsunami relief in Australia.
- So You Want a Job in Corporate Philanthropy, by Raeka Mallikarjun, onPhilanthropy.com, January 29, 2005.
- Who's the Best?, by Tamara Backer, research conducted by Caitlin Ryan, onPhilathropy.com, November 5, 2004.
- Big Business Doing More for Charity, by Ian Wilhelm, The Chronicle of Philanthropy, August 5, 2004.
- The Marketing of Corporate Philanthropy, by Marian Gryzlo, onPhilanthropy.com, July 16, 2004.
- U.S. Corporations Embracing Cause-Related Marketing, Association of Fundraising Professionals, July 6, 2004.
- Corporate Giving Can Encourage Customers to Give Too, CU Study Says, by Greg Swenson, University of Colorado, July 13, 2004.
- IRS Issues Revenue Rule on Joint Ventures Between Charity and For-Profit Business, by Don Kramer, Nonprofit Leader, July 2004.
- Taking the Measure of Corporate Giving, by Susan Raymond, Nonprofit Leader, January 2004.
- Global Health and Corporate Philanthropy: Fickel Funder or Lasting Partner?, by Susan Raymond, onPhilanthropy, January 11, 2002.
- What about corporate philanthropy?, by Susan Raymond, Nonprofit FAQ.
- Court Says Charity Must Control Venture, by Don Kramer, Nonprofit Leader, February 2004.
- Rebuilding Iraq Through Corporate Philanthropy, by Elizabeth Amery, OnPhilanthropy, April 25, 2003.
- Nonprofit Partnerships With Corporations: Caution Leads to Benefits, Shelterforce Online, July-August 2003.
- Opportunities in Cause Licensing, by Connette Blake, OnPhilanthropy, June 18, 2004.
- Growing the Philanthropy Pot Through Cause Marketing, by Ted Deutsch, OnPhilanthropy, April 23, 2004.
- Mission-Driven Giving for Business, by Doris Rubenstein, OnPhilanthropy, March 26, 2004.
- Rewarding charities with point donations, by Louise Chatterton Luchuk, CharityVillage NewsWeek, March 22, 2004.
- The Fiscal Framework for Corporate Philanthropy in CEE and NIS, by David Moore, The International Journal of Not-for-Profit Law, January 2004.
- Making The Most of Naming Opportunities, by Robert Hoak, OnPhilanthropy, March 28, 2003.
- Nonprofit Partnerships With Corporations: Caution Leads to Benefits, Shelterforce Online, July-August 2003.
- America's Corporate Foundations - An Endangered Species?, by K. Scott Sheldon, onPhilanthropy.com, July 18, 2003.
- The For-Profit Not-For-Profit (Civitas), by Curtis Sittenfeld, Fast Company, October 2002.
- Is Cause-related Marketing Right for Your Non-profit?, by Harry Gruber, PNN Online, March 25, 2002.
- Pity the CEO - Even Philanthropy Draws Criticism, by Carolyn Cavicchio, InsideGiving, November 8, 2002.
- Rewarding Employees with the Gift of Charity, by Tamara Backer, InsideGiving, November 8, 2002.
- Clouds on the Horizon: Corporate donations are unlikely to repeat last year's gains, by Debra E. Blum and Martha Voelz, The Chronicle of Philanthropy, July 25, 2002.
- Beyond Terrorism: Effective Disaster Management, by Carolyn Cavicchio, InsideGiving.com, August 16, 2002.
- How to Observe September 11th, by Carolyn Cavicchio, InsideGiving.com, June 20, 2002.
- House, Senate Differ on Disclosure of Corporate Ties to Nonprofits, OMB Watcher newsletter, OMB Watch, June 24, 2002.
- Recruiting Corporate Volunteers, by Mary Merrill, Volunteer Management Review, October 9, 2002.
- Making Room: Donating Corporate Space, by Divya Mani, InsideGiving.com, August 16, 2002.
- New Legislation Could Affect Relationships between Nonprofits and Corporations, by Elizabeth A. Amery, InsideGiving.com, May 24, 2002.
- Promoting Doing Well by Doing Good: A Q&A with the Committee to Encourage Corporate Philanthropy, by Mary Louise Fazzano, InsideGiving.com, May 23, 2002.
- Making the Case for Corporate Philanthropy, Council on Foundations.
- Philanthropy in the Entertainment Industry, The Hollywood Reporter, July 23, 2002.
Includes a Philanthropy Directory, "An A to Z resource guide to charity organizations with
significant entertainment-industry involvement."
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(Michael) Jackson's Producer Urges Sony to Let Charity Efforts Continue, PNN Online, June 14, 2002.
- Whatever Happened to (Real) Philanthropy?, by Rev. Philip T. Ellmore, onPhilanthropy.com, April 17, 2002.
- Marketing for the cause: A growing trend in corporate philanthropy, by Nicole Zummach, Charity Village, April 8, 2002.
- Non-profits in ventureland, by Bruce Sievers, Alliance (Charities Aid Foundation), June 2002. On Blackboard, Course Documents: Corporate Partnerships folder.
- Can venture philanthropy work in Argentina?, by Juan Pablo Iribarne, Alliance (Charities Aid Foundation), June 2002. On Blackboard, Course Documents: Corporate Partnerships folder.
- Prophets for non-profits? by Nicole Etchart and Lee Davis, Alliance (Charities Aid Foundation), June 2002. On Blackboard, Course Documents: Corporate Partnerships folder.
- Corporate Donations Cool Off, by Debra Blum and Martha Voelz, The Chronicle of Philanthropy, July 26, 2001.
- How Good Can Beget Good in the Business World, by Richard Steckel, Business Spirit Journal Online. Excerpted from Making Money While Making a Difference, 1999.
- Adding Cause to Branding, by Kartikeya Kompella, BrandChannel.com
- About Cause-Related Marketing (Cavill & Co., Australia).
- Cause-marketing Works for Small Businesses, by Lisa Buckley, InsideGiving.com, April 26, 2002.
- Mexico's Consumer Survey on Cause-Related Marketing 1999 (Promoting Public Causes)
- The positive effects of cause-related marketing, by Monique Reece Myron & Pamela Larson Truax, The Denver Business Journal, August 22, 1997.
- Charity for Profit, by Mark Dowie, Grantsmanship Center Magazine, WInter 1998.
- Cause Related Marketing Issue Brief, Business for Social Responsibility (BSR), n.d.
- Procter and Gamble and Save the Children (Australia): Cause Related Marketing Case Study, Cavill & Co (Australia).
- Changing Roles, Changing Relationships: The New Challenge For Business, Nonprofit Organizations and Government, The Independent Sector [pdf].
- Cashing in on Charity's Good Name, by Susan Gray and Holly Hall, Chronicle of Philanthropy, July 30, 1998.
- Strategic Philanthropy: An Opportunity for Partnerships Between Corporations
and Health and Human Services Agencies, by Jerry Marx. Nonprofit Sector Research Fund [PDF file].
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Venture Philanthropy, The Catalogue of Philanthropy, 2001.
- Challenge of Change: Implementation of a Venture Philanthropy Strategy, by Jed Emerson. (rtf file).
- The U.S. Nonprofit Capital Market: An Introductory Overview of Developmental Stages, Investors and Funding Instruments, by Jed Emerson.
- The Charitable Gift Fund Phenomenon: Is it a boon for nonprofits or a ploy for investors?, by Mary Williams Walsh, Grantsmanship Center Magazine, Winter 2000.
- The New Face of Philanthropy, The Grantsmanship Center Magazine, Winter 1998.
- Venture Dollars Come with a Helping Hand, by Tom Pope, The NonProfit Times, April 1, 2001.
- Venturing a Bet on Giving, by Thomas J. Billitterri, The Chronicle of Philanthropy, June 1, 2000.
- Putting Venture Philanthropy Into Perspective, by Vartan Gregorian, The Chronicle of Philanthropy, April 19, 2001.
- Venture Philanthropy: Management, Measurement, and Results, by Susan Raymond, Ph.D.,
Changemakers.net (Ashoka)
- Venture Philanthropy: Strategic Investments for Social Progress, by Mario Morino, Changemakers.net (Ashoka)
- Unleashing New Resources and Entrepreneurship for the Common Good:
A Scan, Synthesis, and Scenario for Action, (Executive Summary), by Tom Reis & Stephanie Clohesy, W.K. Kellogg Foundation.
- Venture Philanthropy: The Black Sheep in Wolves Clothing, by Lee Davis and Nicole Etchart, International Venture Philanthropy Forum (NESsT, Nonprofit Enterprise and Self-sustainability Team).
- Venture Capital and Philanthropy: A Bad Fit, by Mark Kramer, The Center for Effective Philanthropy, in The Chronicle of Philanthropy, April 22, 1999. On Blackboard, Course Documents: Corporate Partnerships folder.
- Partners in Time? Business, NGOs and Sustainable Development, by David Murphy and Jem Bendell, UNRISD Discussion Paper No. 109, The United Nations Research Institute for Social Development, August 1999. On Blackboard, Course Documents: Corporate Partnerships folder.
- Do fair trade partnerships work?, by Anne Tallontire, id21.
- Business-NGO Relations and Sustainable Development, by Jem Bendell, Greener Management International: The Journal of Corporate Environmental Strategy and Practice, Issue 24, December 1998.
- NGO-Business Environmental Partnership, United States-Asia Environmental Partnership (US-AEP).
Describes Asia Foundation grant program, with examples.
- Partnerships with the Private Sector, BOND Guidance Note Series 2 (British Overseas NGOs for Development).
- Venturing a Bet on Giving, by Thomas Billiteri, The Chronicle of Philanthropy, June 1, 2001.
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Philanthropy: Moving from Reaction to Pro-Action, by Jennifer Ladd, SocialFunds.com
- How to Profit with a Nonprofit Partner, by Richard Steckel, Robin Simons, Jeffrey Simons, and Norman Tanen, from Making Money While Making a Difference,1999.
- Assessing Venture Philanthropy, by Christopher Capers, Michael Collins, Shahna Gooneratne, prepared for Professor James Austin, Harvard Business School course on "Entrepreneurship in the Social Sector," 1998.
- What Makes A Successful Signature Program?, by Carolyn Cavicchio and Lisa Buckley, InsideGiving.com, November 21, 2001.
- Venture Philanthropy: An Idea Whose Time Has Come, by Susan Raymond, onPhilanthropy.com, August 15, 2000.
- Venture Philanthropy - It's An Idea, But Is It A Good Idea?, by Susan Raymond, onPhilanthropy.com, August 29, 2000.
- Venture Philanthropy: Internet Resources from a Fundraiser's Point of View, by Susan Muldoon, onPhilanthropy.com, March 2, 2001.
- Charity logos on food 'misleading', Guardian Unlimited (UK), April 23, 2002.
- Marketing Hypocrisy and Breast Cancer, by Peggy Orenstein, Common Dreams, October 9, 2002.
- Attracting, Securing, and Keeping the Corporate Gift. Edited Digest of FundClass Topic #24, January 2001. Facilitated by Don Murray.
- Venture Philanthropy: Leveraging Compassion with Capacity, an address by Mario Morino, Chairman of the Morino Institute, for the Northern Virginia Technology Council (NVTC), Titans of Technology, March 8, 2001.
- Venture Philanthropy: Internet Resources from a Fundraiser's Point of View, by Susan Muldoon, onPhilanthropy.com, March 2, 2001.
- Strategic Philanthropy for Business, Keynote Address by Robert B. Zoellick, President and CEO, Center for Strategic & International Studies (CSIS), to the Business-Humanitarian Forum
Geneva, Switzerland, January 27, 1999.
- Statistics on Corporate Giving in Canada, 1988-1998, Canadian Centre for Philanthropy.
- The 7 Ps of corporate community investment: The many ways companies can make a difference,
by Maxwell Brem, Canadian Centre for Philanthropy.
- A new era of business-charity relationships?, Corporate Citizenship Briefing, The Corporate Citizenship Company (UK), October 2000.
- Principles and good practice for cause related marketing, Corporate Citizenship Briefing, The Corporate Citizenship Company (UK), October 1998.
- Selling the cause short, Corporate Citizenship Briefing, The Corporate Citizenship Company (UK), December 1996.
- Putting Your Employees in The Driver Seat: Matching Gifts and Grassroots Corporate Philanthropy, by Divya Mani, InsideGiving.com, July 20, 2002.
- Workplace Giving: A Source for Arts Support, by Consuelo Underwood. "A study of an eight-year-old workplace giving program to support the arts in the Silicon
Valley Region, describing the experiences in creating and implementing a plan to expand the program and how these efforts increased the revenue raised in the campaign." (National Endowment for the Arts).
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The International Venture Philanthropy Forum: Exploring New Investment Models for the Non-Profit Sector, SEAL (Social Economy And Law Journal), European Foundation Centre, Autumn 2000.
- Reflections on Ukrainian Corporate Philanthropy, by Svitlana Kuts, Center for Philanthropy Director,
NGO Donors' Gateway (Ukraine).
- Business companies' charitable activity in Ukraine, NGO Donors' Gateway (Ukraine).
- Corporate Support to Ukrainian NGOs, by David Koenig, Philanthropy Program Co-ordinator,
NGO Donors' Gateway (Ukraine).
- How big is the Canadian sponsorship pie?, The Sponsorship Report (Canada).
- Sponsorship? Charitable contribution? Corporate philanthropy? Does it matter what we call it?,
The Sponsorship Report (Canada).
- Corporate Partnership and Sponsorship Policy, Canadian Council for International Co-operation, December 1998.
- In-Kind Giving: It's a Beautiful Thing, by Elizabeth A. Amery, InsideGiving.com, May 7, 2001.
- Expanding the Strategic Role of In-kind Giving, by Elizabeth A. Amery, InsideGiving.com, April 1, 2001.
- Can global business help make the world a better place?, by Shankar Venkateswaran, Global Connections, April 2002 (Resource Alliance).
- How does good image build successful corporate alliances?, by Norma Galafassi, Global Connections, April 2002 (Resource Alliance).
- Venturing a Bet on Giving: 'Investment' grants are booming, but can they bring real change?" by Thomas Billitterri, The Chronicle of Philanthropy, June 1, 2000.
- Motivators and Barriers to Giving by Entrepreneurs in Canada, CharityVillage NewsWeek, November 20, 2000.
- The Promise of Venture Philanthropy, by Edward Skloot. Keynote address at the Sixth Annual Nonprofit Executive Series: Building the Entrepreneurial Nonprofit, Seattle, WA, April 10, 2000.
- Community Partnership Sources, by Luis Mojica, Multicultural Music Group, Echoing Green Graduate Fellow, 1997.
- Finding and Securing Corporate Partnerships, generated from an interview with Jim Pitofsky, 1993 echoing green fellow, echoing green foundation.
- Helping Art Museums Get on the Venture Philanthropy Boat, by Rachel Orlins Bergman, Qm2 - Quality Management to a Higher Power.
- 25 Ideas for Publicizing Corporate Sponsorship, Gill Foundation.
- Sample Corporate Recognition Benefits, Gill Foundation.
- Business and NGOs must seize the day, by Colleen du Toit and Eugene Saldanha, Business Day (South Africa), July 29, 2002.
- Corporate Philanthropy Research (in Bulgaria), Bulgarian CAF (Charities Aid Foundation), September 2000.
- In Business with WWF - an overview of corporate relationships with WWF (WWF International).
- The Giving Boom: How the New Philanthropy Will Change America, transcript of broadcast of Think Tank (PBS), July 12, 2001.
- Corporate Philanthropy - An Integral Part of Corporate Social Responsibility, Acumen Fund, November 21, 2001.
- Socially Responsible Investing: An Imperfect World for Planners and Clients, by Bruce W. Most, Journal of Financial Planning, February 2002.
- Non-Profit partnership and Bendigo Bank launch 'Community Sector Banking', CAF Australia, July 25, 2002.
- The Business of Philanthropy, by Katrina Barnas, Fast Company.
Competencies:
explain why and how businesses and corporations support nonprofits
distinguish between corporate sponsorship and charitable contributions
describe the advantages and drawbacks of corporate support for nonprofits
determine a nonprofit's eligibility for corporate support
define criteria a nonprofit would use in selecting a business partner and managing the relationship
Demonstration of Competencies:
research and write an original case study of an unpublished cause-related marketing effort or partnership between a business and a nonprofit or NGO; include a section on your recommendations for what guidelines a nonprofit or NGO should use in choosing a business partner (three-to-five pages)
OR
interview a business person and/or nonprofit administrator about their experience in a corporate-nonprofit partnership or cause-related marketing effort and report the results of that interview in a three-to-five-page paper
AND, with either assignment,
complete an online exam for this module
Useful Links:
Mission & Market (Independent Sector)
Corporate Appeals Response Online (CARO) (Charities Aid Foundation).
Sponsorshiponline(UK)
Cause Related Marketing web site (Business in the Community, UK)
The Cause Marketing Forum
Marketplace: The What Why, How (Business in the Community/Business Impact, UK).
Cause-Related Marketing (Fred Hutchinson Cancer Research Center)
Cause Related Marketing (CSR Europe)
Cause-Related Marketing (CharityVillage.com library)
Cause Related Marketing [Public Service Advertising (PSA) Bibliography].
Cause-related marketing: examples from The Nature Conservancy.
International Venture Philanthropy Forum
- Conference, "Exploring New Capital Models for the Nonprofit Sector," October 1-3, 2001, Budapest, Hungary.
- Publishes Not Only for Profit: Innovative Mechanisms for Philanthropic Investment (2001), English, and Spanish editions.
Venture Philanthropy Partners, Inc.
- A Rising Tide of Engaged Philanthropy. Proxicom Chairman and Chief Executive Officer Raul Fernandez's remarks about VPP and venture philanthropy at the Business Philanthropy Summit, March 30, 2001.
- Venture Philanthropy: Leveraging Compassion with Capacity (webcast), Mario Morino, Chairman, Morino Institute, March 8, 2001. Requires Windows Media Player to view.
- Venture Philanthropy 2001: The Changing Landscape [PDF files]
- Venture Philanthropy: Leveraging Compassion with Capacity in the National Capital Region. An address by Mario Morino, Chairman of the Morino Institute, for the Washington Regional Association of Grantmakers Annual Meeting, June 21, 2000.
- Venture Philanthropy Resources, Fast Company, courtesy of Venture Philanthropy Partners.
Venture Philanthropy (About.com)
The Initiative on Social Enterprise, Harvard Business School.
The Center for Venture Philanthropy (CVP), an initiative of the 35 year-old Peninsula Community Foundation.
Echoing Green Foundation
New Profit Inc.
Robin Hood Foundation
Calvert Foundation
AgeConcern (UK)
Ufadhili- The Center for Philanthropy and Social Responsibility (Kenya)
Venture Philanthropy Guide (CharityVillage)
Manifest (Canadian social marketing firm)
Real Assets (Canada). "Real Assets is the first full-service investment management firm in Canada to focus entirely on Socially Responsible Investing (SRI)."
Cause Partners (social marketing firm)
Cavill & Co. (Australia).
Asia-Pacific Centre for Philanthropy and Social Investment, Swinburne University (Australia).
Acumen Fund (venture philanthropy fund)
Bibliography:
- Adkins, Sue, Cause Related Marketing: Who Cares Wins, Butterworth Heinemann: London 1999.
- Austin, James, The Collaboration Challenge, Jossey-Bass: San Francisco 2000.
- Martin, Patricia, Made Possible By: Succeeding with Sponsorship, Jossey-Bass: San Francisco, 2003.
- Murray, Vic, Improving Corporate Donations: New Strategies for Grantmakers and Grantseekers , Jossey-Bass: San Francisco 1991.
- Rubinstein, Doris, The Good Corporate Citizen: A Practical Guide, Wiley & Sons: New York, 2004.
- Sagawa, Shirley, Eli Segal, and Rosabeth Moss KanterCommon Interest, Common Good: Creating Value Through Business and Social Sector Partnerships, Harvard Business School Press: Boston 1999.
- Shannon, James, ed., The Corporate Contributions Handbook: Devoting Private Means to Public Needs, Jossey-Bass: San Francisco 1991.
- Sheldon, K. Scott, Successful Corporate Fund Raising, Wiley: New York 2000.
- Steckel, Richard, et al., Making Money While Making a Difference: How to Profit with a Nonprofit Partner, High Tide Press: Homewood, IL 1999.
Go to online conference:
URL: http://www.sover.net/~paulven/sit/corporate.html
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