E-Portfolio Assignment #1

Crystal D. Brown

NMP 621 –Z2Introduction to

Philanthropy & Fundraising Fundamentals 

Core Class:

If an organization is “ready” to begin an effective fundraising program. From our reading:

1. Everyone in your organization needs to know and be able to repeat why we as an organization exist.

2. Organizations need to think about how they exist in a larger context as an industry as a whole.

3. Think big…and be specific.4. Build relationships.

(Source: Class powerpoint)

NMP 621 helps to students to determine

Understand how nonprofit managers raise

funds

Understand the historical, organizational, legal, and ethical contexts of fundraising for nonprofits

Understand the process of raising gifts.

NMP 621 also teaches students how to

Charitable giving patterns and trends in the

United States.

Students will also understand

Source: 2013 NMP 621 powerpoint)

The purpose and elements of a well-developed fundraising

plan. Fundamentals of an effective fundraising program including

organizations readiness principles and guidelines. Well-tested fundraising program management principles and

practices. The philosophical, historical, and religious contexts for the

practice of fundraising in American society.

The legal and ethical contexts and constraints which inform fundraising.

(from NMP 621 syllabus)

Students will also understand (cont.)

Finally, the student will be able to determine:Donor motivation, giving theories and patterns.

Source: http://www.miratelinc.com/blog/5-areas-of-interest-for-nonprofit-fundraising-from-the-millennial-impact-report-2012/

Models and Theories presented in NMP 621

Driven by the desire for self-actualization. Maslow describes self-actualizing people as: They embrace the facts and realities of the world (including

themselves) rather than denying or avoiding them. They are spontaneous in their ideas and actions. They are creative. They are interested in solving problems; this often includes the

problems of others. Solving these problems is often a key focus in their lives.

They feel a closeness to other people, and generally appreciate life. They have a system of morality that is fully internalized and

independent of external authority. They have discernment and are able to view all things in an

objective manner.

Theory: Maslow’s Hierarchy of Needs

Source: http://csi.gsb.stanford.edu/why-do-people-give-charity

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Model: Rosso’s Concentric Circles

Constituency

Source: Henry A. Rosso, 1991. Achieving Excellence in Fund Raising

1. The Communitarian: Doing Good Makes Sense2. The Devout: Doing Good is God’s Will3. The Investor: Doing Good is Good Business4. The Socialite: Doing Good is Fun5. The Altruist: Doing Good Feels Right6. The Repayer: Doing Good in Return7. The Dynast: Doing Good is a Family Tradition

Theory: Prince: The 7 Faces of Philanthropy

Source: Prince & File The Seven Faces of Philanthropy: A New Approach to Cultivating Major Donors

“According to Frumkin, the wisest choice is a hybrid that "pursues a compromise position that combines both the expressed desires of the local community and [the donor's] own convictions, balancing, at the same time, the latest research and science with the most powerful and compelling moral arguments made on behalf of others." (152).

Model: Frumkin’s Philanthropic Diamond

Source: “Notes on Frumkin’s Diamond” http://johnurschel.blogspot.com/2012/01/notes-on-frumkins-diamond.html

MEMBER OBLIGATIONS1. Members shall not engage in activities that harm the members’ organizations, clients or

profession.

2. Members shall not engage in activities that conflict with their fiduciary, ethical and legal obligations to their organizations, clients or profession.

3. Members shall effectively disclose all potential and actual conflicts of interest; such disclosure does not preclude or imply ethical impropriety.

4. Members shall not exploit any relationship with a donor, prospect, volunteer, client or employee for the benefit of the members or the members’ organizations.

5. Members shall comply with all applicable local, state, provincial and federal civil and criminal laws.

6. Members recognize their individual boundaries of competence and are forth-coming and truthful about their professional experience and qualifications and will represent their achievements accurately and without exaggeration.

AFP Code of Ethics

Source: AFP Code of Ethics http://www.afpnet.org/files/ContentDocuments/CodeofEthics.pdf

7. Members shall present and supply products and/or services honestly and without misrepresentation and will clearly identify the details of those products, such as availability of the products and/or services and other factors that may affect the suitability of the products and/or services for donors, clients or nonprofit organizations.

8. Members shall establish the nature and purpose of any contractual relationship at the outset and will be responsive and available to organizations and their employing organizations before, during and after any sale of materials and/or services. Members will comply with all fair and reasonable obligations created by the contract.

9. Members shall refrain from knowingly infringing the intellectual property rights of other parties at all times. Members shall address and rectify any inadvertent infringement that may occur.

10. Members shall protect the confidentiality of all privileged information relating to the provider/client relationships.

AFP Code of Ethics

Source: AFP Code of Ethics http://www.afpnet.org/files/ContentDocuments/CodeofEthics.pdf

I. To be informed of the organization's mission, of the way the organization intends to use

donated resources, and of its capacity to use donations effectively for their intended purposes. II. To be informed of the identity of those serving on the organization's governing board, and to

expect the board to exercise prudent judgment in its stewardship responsibilities. III. To have access to the organization's most recent financial statements. IV. To be assured their gifts will be used for the purposes for which they were given. V. To receive appropriate acknowledgement and recognition. VI. To be assured that information about their donation is handled with respect and with

confidentiality to the extent provided by law. VII. To expect that all relationships with individuals representing organizations of interest to the

donor will be professional in nature. VIII. To be informed whether those seeking donations are volunteers, employees of the

organization or hired solicitors. IX. To have the opportunity for their names to be deleted from mailing lists that an organization

may intend to share. X. To feel free to ask questions when making a donation and to receive prompt, truthful and

forthright answers.

Framework: Donor’s Bill of Rights

Source: Association of Fundraising Professionals

Articulate an understanding of the history, theory, scope, unique role, and significance of philanthropy, voluntarism, and nonprofit sector organizations within the North American and global context.

NMP Framework #1

Describe the history, role, and function of governance and executive leadership in achieving the mission and vision of nonprofit organizations

NMP Framework #2

Analyze, design, implement, maintain, and evaluate problems/solutions in the key nonprofit functional areas including fundraising, planning, financial management, board governance, volunteer management, and information management.

NMP Framework #7

NMP 621 Syllabus, 2013

AFP Code of Ethics http://www.afpnet.org/files/ContentDocuments/CodeofEthics.pdf Accessed 8 Nov. 2013

Donor’s Bill of Rights http://www.afpnet.org/ethics/enforcementDetail.cfm?ItemNumber=3359, Accessed 8 Nov. 2013

Notes on Frumkin’s Diamond, http://johnurschel.blogspot.com/2012/01/notes-on-frumkins-diamond.html Accessed 8 Nov. 2013

Prince, Russ Alan. The Seven Faces of Philanthropy: A New Approach to Cultivating Major Donors Jossey-Bass Pfeiffer

Why do people give to charity? Stanford University. http://csi.gsb.stanford.edu/why-do-people-give-charity

Miratel Inc:, http://www.miratelinc.com/blog/5-areas-of-interest-for-nonprofit-fundraising-from-the-millennial-impact-report-2012/

References