cole reese e portfolio assignment 2

A look at the key themes in Resource Development

Management (NMP 623)Prepared by Cole Reese

11/14/2013

Week 1: Review of Fundraising Basics & Principles

The contemporary context for philanthropy and fundraising

The 90/10 Rule Prerequisites in fundraising success Influential factors in successful fundraising

Words of wisdom from the pastA review of Rosso’s philosophy of fundraising

“Fundraising is values-based; values must guide the process”

"fundraising is the gentle art of teaching people the joy of giving“

"The American spirit of giving is known and admired in other nations“

Current state of the business

Recovery from the recession has continuedTechnology is presenting new challenges and

opportunities in the nonprofit sectorThe Chronicle of Philanthropy shows that

there has been an increase in online givingDirect Mail responses continue to decline.

Week 2: Making the Case & Marketing your Fundraising Efforts

Essential fundraising materialsAn effective Case for SupportMission Statements and Vision StatementsPresentation materialsBranding and messaging

The mission statement Your mission statement is your organization’s reason

for existenceThis should be a living, dynamic document that adjusts

to match the changing needs in your communityYou mission statement is also why your donors give to

the organization.

Marketing for nonprofitsMarketing is not a four letter word for

nonprofitsMarketing allows your organization to

connect with the right crowd at the right time to make the right statement

Week 3: Management Basics

The total development planEvaluation and analysisEfficiency and Effectiveness – models in

strong managementFundraising Modes

Staff RetentionOn average a fundraiser will only stay with

an organization for two yearsTurnover makes stewardship challenging, but

encourages good record keeping.

Week 4: Solicitation & Cultivation Vehicles

Giving Methodologies Development DepartmentsSpecial Events

Special EventsTypes of events

CultivationSolicitationStewardshipIntegrated

Week 5: Relationship Building & Fundraising Ethics

StewardshipProfessional EthicsTainted Money

Ethics in fundraising Ethics are what determine your integrity as a

professional, and what give donors the faith to invest in your organization

Ethics are the bedrock to a successful fundraising operation

StewardshipGood stewardship is good businessStewardship is as much about the donor as it

is about the donation

Week 6: Organizational Issues

LeadershipOrganizational Strengths & WeaknessesBudgeting / Overhead CostsHuman Resources

Fundraising CostsFundraising costs are an investment in the

organization, but this is not understood by all donors.

Costs must be able to be justified

Budgeting/Overhead costsOrganizations are incentivized by websites

like CharityNavigator.com to keep overhead costs low

This does not always equate to good business, and can result in deflated salaries

Week 7: Information Management & Technology

Record keepingControlsEstablishing strategies and systemsDonor confidentiality

Donor informationWith great power comes great

responsibility. We must hold our donors information with great security

Also- databases.

Being strategic about informationDatabases are key for managing information

effectively. Without databases we end up with datasausage- results that taste good, but we don’t know how we got there

Week 8: Giving Trends & Latest Research

Generational ChangesWomen as donorsEthnicity and givingHigh Net Worth Donors

What makes a good fundraiser?Ethics must be at the core of one’s existence.

There is too much money involved in this job to not have a strong moral compass

One must be able to ask in order to receive