cole reese e portfolio assignment 2
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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