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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

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

Module 11:
The Board's Role
in Fundraising

Blackboard

Fundraising Principles and Practices
Week 6: Planning and Managing Fundraising

Required Readings:
  • Seltzer, Chapter 22

Required online readings:

  • Choosing the Right Fundraising Strategy, by Kim Klein and Stephanie Roth, Grassroots Fundraising Journal, July 1999. On Blackboard: Course Documents: Planning and Managing Fundraising folder.
  • Fundraising Readiness: How does your agency stack up?, by Brigette Sarabi, The Grantsmanship Center Magazine, Summer 1997.
  • The Perennial Question of Clean and Dirty Money, by Kim Klein, Grassroots Fundraising Journal, April 2000. On Blackboard: Course Documents: Planning and Managing Fundraising folder.
  • Let Ethics be Your Fundraising Guide, by Paulette Maehara, Association Management, July 2002. On Blackboard: Course Documents: Planning and Managing Fundraising folder.

Optional readings:

Competencies:
  • develop a strategic plan for fundraising, including performing a SWOT analysis, choosing funding partners, setting fundraising goals, identifying constituencies and determining a strategy for individual and institutional support
  • establish a set of ethical principles to guide an organization's fundraising efforts

    Demonstration of Competencies:

  • write a plan for a selected organization's ongoing fundraising efforts, including a SWOT Analysis, a proposed funding mix, and a calendar for the coming year
  • identify an ethical principle from one of the readings and explain how you would incorporate it into your fundraising practices (post in online discussion (Blackboard)

    Useful Links:

    Philanthropic Advisory Service (Council of Better Business Bureaus).

    Givewell (Australia). "Givewell is the first organisation in Australia to provide a comprehensive research service for informed giving."

    Association of Fundraising Professionals (AFP)

    Institute of Fundraising (UK)

    Australian Taxation Office: Non-Profit Organisations

    Bibliography:

  • Anderson, Albert, Ethics for Fundraisers: A Practitioner's Guide to Ethics in Nonprofit Organizations, Indiana University Press: Bloomington, IN 1996.
  • Briscoe, Marianne, Ethics in Fundraising, Jossey-Bass: San Francisco 1994.
  • Carlson, Mim with Cheryl Clarke, Team-Based Fundraising Step by Step, Jossey-Bass: San Francisco 2000.
  • Dove, Kent et al., Conducting a Successful Development Services Program, Jossey-Bass: San Francisco 2001.
  • Elliott, Deni, ed., Ethics of Asking: Dilemmas in Higher Education Fundraising, Johns Hopkins University Press: Baltimore 1995.
  • Fischer, Marilyn, Ethical Decision Making in Fundraising, Wiley: New York 2000.
  • Grace, Kay Sprinkel, Beyond Fundraising, Wiley: New York 1997.
  • Greenfield, James, Fund-Raising: Evaluating and Managing the Fund Development Process, Wiley: New York
  • Hodiak, Diane & John Ryan, Hidden Assets: Revolutionize Your Development Program with a Volunteer-Driven Approach, Jossey-Bass: San Francisco
  • Joyaux, Simone, Strategic Fund Development: Building Profitable Relationships That Last, Aspen: Frederick, MD
  • Lindahl, Wesley, Strategic Planning for Fund Raising: How to Bring In More Money Using Strategic Resource Allocation, Jossey-Bass: San Francisco 1992.
  • Nichols, Judith, Transforming Fundraising, Jossey-Bass: San Francisco 1999.
  • Schaff, Terry & Doug Schaff, The Fundraising Planner: A Working Model for Raising the Dollars You Need, Jossey-Bass: San Francisco 1999.
  • Wagner, Lilya, Careers in Fundraising, Wiley: New York 2001.
  • Wagner, Lilya and Patrick Ryan, eds., Fundraising as a Profession: Advancements and Challenges in the Field, Jossey-Bass: San Francisco 2004.
  • Warwick, Mal, The Five Strategies for Fundraising Success: A Mission-Based Guide to Achieving Your Goals, Jossey-Bass: San Francisco 1999.
  • Warwick, Mal & Stephen Hitchcock, Ten Steps to Fundraising Success: Choosing the Right Strategy for Your Organization, Wiley: New York 2001.
  • Weinstein, Stanley, The Complete Guide to Fund-Raising Management, Second Edition, Wiley: New York 2002.



    Go to online conference: Blackboard





    URL: http://www.sover.net/~paulven/sit/planning.html