Some information about Board Fundraising

Here are some articles about Board Fundraising
Standard disclaimer applies.


Special Report Engaging Board Members in Fundraising

The board should Raise Money:True or False

From Advancing Philanthropy

http://www.nxtbook.com/nxtbooks/afp/ap_2013winter/index.php?startid=16&qs=engaging+board+members#/20

Other material from the AFP website

 http://www.afpnet.org/ResourceCenter/content.cfm?ItemNumber=2854

http://www.afpnet.org/ResourceCenter/ArticleDetail.cfm?ItemNumber=3479

Also from the AFP website from the AFP Information exchange( this requires member login)

The 4 I’s of Good Board Members

http://www.afpnet.org/files/secure/index.cfm?FileID=12209 

Other sources.
http://www.greenlights.org/blog/2011/06/27/the-board-giving-fallacy-%E2%80%93-stop-asking-the-wrong-questions/

http://www.cdsfunds.com/the_three_gs_versus_the_three_ts.html

http://www.hurwitassociates.com/l_fundraising_trustees.php

http://www.richnerrichner.com/documents/RichnerRichner-Board_Giving.pdf

http://www.fundraisingsuccessmag.com/article/getting-board-members-give/1

and also the related topic of The Development Committee

http://www.raise-funds.com/999forum.html

http://www.ncsu.edu/policies/governance_admin/bot/POL01.05.4.php

http://www.juniorlinks.com/fundraising/fullView.cfm?aid=403

http://www.ndhrc.org/Goals/Development%20Committee%20&%20Volunteers%20Description.pdf

http://www.calarchivists.org/inside/handbook/hbdev.pdf

and under Fundraising Committee
http://www.compasspoint.org/boardcafe/details.php?id=67

Tags: NPBoardfundraising, NPDevelopmentCommittee, NPFundraising

Naming Opportunities and Policies

Agreements

<http://supportingadvancement.com/more_with_less/policies/uv_sample_gift_agreement.htm>

<http://supportingadvancement.com/more_with_less/policies/phillips_gft_agreement_individual.pdf>

http://www.dkv.columbia.edu/demo/admin_policy/site/policies/pdfs/GiftAgreementRev06.pdf

http://blink.ucsd.edu/sponsor/gift-processing/agreement-templates.html

http://www.utfi.org/staff-resources/business-office/gift-agreements/

******************From AFP

http://www.afpnet.org/ResourceCenter/ArticleDetail.cfm?ItemNumber=3907

From the AFP Information Exchange

Your Name in Lights! The Role of Naming Opportunities for Prospects and Donors - ME&V Fundraising Advisers/Michele Brock (Posted 08/19/13)

A sample Naming Policy from the AFP Samples Hot Topic (http://www.afpnet.org/bbtdetail.cfm?itemnumber=4544)

                                http://www.afpnet.org/files/ContentDocuments/MikuskaSamplePolicyonNamingofBuildings.pdf

Policies

http://web.baldwinlib.org/web/live/about_bpl/policies/Naming_Policy.pdf

from our blogs

http://afprc23.blogspot.com/2009/04/naming-policies.html

Here is some material about shorter term naming opportunities.

There is a section on duration of naming rights here.  See number 6

http://www.schoolboardpolicies.com/p/7.03

Naming a building/gift levels

http://www.phillipsontheweb.com/monographs/April08.html

http://adminrecords.ucsd.edu/ppm/docs/410-4.html

 

Other web resources

http://www.insidehighered.com/blogs/reality_check/naming_names_ten_rules

http://www.academicimpressions.com/news/crafting-naming-opportunities-plan

http://tax.cchgroup.com/images/FOT/JPEP%20Manterfield%20charitable%20planning.pdf

*****************************************************************************************

Our related Hot Topic.

Donor Relations/Stewardship

http://www.afpnet.org/HotTopic/DonorRelations

Relationships are critical in fundraising.  The focus of philanthropy must be relationship-building that is customized to the needs and desires of the donor. Individuals have different motivations for and patterns of giving. The more an organization knows about potential donors' motives and how they like to give, the better positioned it is to make effective solicitations.

____________________________________________________________________________________________________________________

Some related material on Donor Recognition and Donor Intent and restricted giving

 We have a variety of resources via links listed on our blogs   Some of these may overlap.

http://afprc7.blogspot.com/search/label/NPRestrictedGift

 http://afprc7.blogspot.com/search/label/NPDonorIntent

http://afprc23.blogspot.com/search?q=donor+recognition

From AFP

http://www.afpnet.org/Audiences/ReportsResearchDetail.cfm?ItemNumber=3576

http://www.afpnet.org/Audiences/NewsReleaseDetail.cfm?ItemNumber=2188

http://www.afpnet.org/ResourceCenter/ArticleDetail.cfm?ItemNumber=3647

 From other sources

 http://www.financehub.org.uk/selling_goods_and_services/grantsorcontracts/accountingissuesrestrictedandunrestrictedfunds.aspa

http://www.nonprofitsassistancefund.org/files/MNAF/ArticlesPublications/Managing_Restricted_Funds.pdf

http://www.donorpowerblog.com/donor_power_blog/2006/12/5_donorfriendly.html

http://www.donorpowerblog.com/donor_power_blog/2009/07/why-you-need-to-raise-restricted-funds.html

http://www.nonprofitsassistancefund.org/pages/FMN_restricted_funds

http://www.nonprofitlaw.com/quicktipsrfund.shtml

http://www.auburn.edu/administration/business_office/pdf/restricted-transfer.pdf

http://forums.blackbaud.com/forums/t/6124.aspx

http://www.calfund.org/give/types_restricted_funds.php

--------------------------------------------------------------------------------------------------------

Real Estate Nonprofit Gift Acceptance

http://www.blackbaud.com/files/resources/downloads/WhitePaper_WhyYouNeedGiftAcceptancePolicies.pdf
We have collected a variety of Fundraising Policy material as a Hot Topic on the AFP website. (This material requires login)
http://www.afpnet.org//bbtdetail.cfm?itemnumber=4287
Some sample policies which have Real Estate sections
http://www.mcht.org/support_mcht/gift_acceptance_policies.html
http://www.henrycountycf.org/index.php?submenu=Donor&src=gendocs&ref=RealEstateGiftAcceptance&category=Donor
http://www.wisconservation.org/index.php?page=Gift_Acceptance_Policy

The NonProfit Times - "7 Things To Consider For Your D&O Policy

The NonProfit Times - The Leading Business Publication For Nonprofit Management: "7 Things To Consider For Your D&O Policy

Times are tough and budgets are tight but if you think you’ll save a few bucks by cutting Directors and Officers (D&O) liability insurance, you might want to think again.

Though D&O insurance might make up a large percentage of a small nonprofit’s budget, an organization would find it difficult to attract board members without it, according to Katherine Berkman, chairman of San Francisco-based Calender-Robinson Co. “It’s hard to get qualified board members to sit on your board (without D&O insurance),” she said."

How to manage interest conflict at nonprofits - Business - Starbulletin.com

This link is no longer working.


Some Conflict of Interest Policy material

How to manage interest conflict at nonprofits - Business - Starbulletin.com: "A conflict of interest (COI) policy applies to situations in which the interests of the board, management, staff or volunteers of an organization come into conflict - or appear to come into conflict - with the mission and goals of that organization."

Donor Privacy

Web resources on donor privacy

From the AFP Website

http://www.afpnet.org/Audiences/PublicPolicyIssueDetail.cfm?ItemNumber=2292

From other sources.

http://library.findlaw.com/2000/Sep/1/126521.html

http://wikimediafoundation.org/wiki/Donor_Privacy_Policy

http://www.nptimes.com/Jan05/npt2.html

http://www.blackbaud.com/company/pci/faq.aspx

http://www.charitynavigator.org/index.cfm/bay/glossary.word/word/Donor%20Privacy%20Policy/print/1.htm

http://nonprofitconsultant.blogspot.com/2006/08/donor-care-privacy.html