Nonprofits′ behind–the–scenes fundraising functions–information systems, development technologies, research, managing prospects, and stewardship–not only support their organizations′ overall development efforts but also are key to their long–term success. Conducting a Successful Development Services Program, a first–of–its–kind resource, draws together in one book a tremendous body of knowledge of these functions to planning and managing an innovative and effective development services program. Using Conducting a Successful Development Services Program as a guide, nonprofits will be able take a holistic approach to the process of identifying, researching, and managing prospects; creating, storing, and using data and information; and, properly administering gifts and showing appreciation to donors. Conducting a Successful Development Services Program also includes an extensive resource section filled with a wealth of examples from real–life organizations.
"This is a must–have book for every nonprofit organization in America. For the first time, small– and mid–sized nonprofits as well as the larger ones have an all–in–one resource that will enable them to handle donors and gifts in ways that ensure both donor satisfaction and the growing body of rules and regulations that govern all nonprofits."
M. Scott Mitte, executive director, The Roy F. and Joann Cole Mittee Foundation
About the Authors.
PLANNING AND IMPLEMENTING YOUR DEVELOPMENT SERVICES PROGRAM.
Selecting and Building the Best Information Management Systems.
Selecting and Building Your Donor Database.
Choosing Technologies to Support Communication.
Learning More About Your Donors.
Establishing Your Research Infrastructure.
Conducting Prospect Research.
Managing Prospects Systematically.
Sustaining the Gift.
Stewarding Gifts: Mary M. Bonk, Kent E. Dove.
Stewarding Donors: Sarah C. Beggs, Kent E. Dove.
THE DEVELOPMENT SERVICES RESOURCE GUIDE.
Financial Report Forms.
Data Elements and Codes.
Information Services Project Log.
APRA Skills Sets: Basic, Advanced.
Research Request Forms.
Research Orientation Materials.
Vision and Mission Statements.
Research Department Procedures.
Statement of Ethics: APRA, CASE, NSFRE.
CASE Educational Partners Vendor List.
Estimating Net Worth.
Research Profile Formats.
Wall Street Terminology You Need To Know.
Corporate Research Resources.
Nonprofit Key Word Search.
Useful Bookmarks for Doing On–line Research.
Prospect Management Protocols General Policy Moves Management Tracking Practices, Policies and Forms.
Rules Regarding Charitable Tax Deductions.
IRS Publications and Forms: IRS Form 8283, IRS Form 8282, IRS Form 8233, IRS Form 1099–Misc, IRS Form 1042, and Form 1042–S.
Gift Agreement Templates.
Gift Receipt Samples.
Corporate Matching Gift Company Listing.
Corporate Matching Gift Form.
Forty–seven Ways to Steward Donors.
Forms of Donor Recognition: Donor Wall, Donor Plaque, Named Facility, Named Natural Space, Seat Plate, Book Plate, Donor Tree, Donor Medallion, Personal Items, Donor Certificate.
Honor Roll of Donors.
Special Event Invitations.
Vicky Martin is director of research management and information services at the Indiana University Foundation.
Kathy Wilson is the former director of the office of development services at the Indiana University Foundation.
Mary M. Bonk is executive director of information and technology services at the Indiana University Foundation.
Sarah C. Beggs is coordinator of special projects at the Indiana University Foundation.