Gift Acceptance Policies

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Material on Gift Acceptance Policies including Sample Policies.

http://www.giftplanners.com/pdfs/understanding.pdf

http://www.grantspace.org/Tools/Knowledge-Base/Nonprofit-Management/Other-Nonprofit-Management-Issues/Examples-of-gift-acceptance-policies

Phonathons

Some material we've seen on Phonathons



http://www.kluth.org/fundraising/28keys4phonathons.htm

http://www.riarlington.com/files/UNCPhonathon.pdf

http://www.idealist.org/if/i/en/faq/215-241/54-85

Sample Org Charts

Some org chart examples from web resources.

http://www.giving.umich.edu/careers/orgcharts/oud_orgchart.pdf

http://web.mit.edu/ofr/docs/OFR_Org_Chart.pdf

http://foundation.pdx.edu/pdfs/org_chart.pdf

http://advancement.mst.edu/uaorgchart.html

http://www.cogmap.com/chart/non-profit

https://island.fim.ucla.edu/aboutea/orgcharts/

Development Audits

Here are some web resources on Development Audits


Development Audits

http://simonejoyaux.com/ss_files/downloads/SampleDevelopmentAudit.pdf


http://www.grantspace.org/Tools/Knowledge-Base/Nonprofit-Management/Accountability/Nonprofit-audits


http://oculusdirect.com/blog/2009/11/21/should-i-conduct-a-development-audit/

Special events

General Special Event articles

http://www.raise-funds.com/112601forum.html

http://www.markrandallcompany.com/pdf/spec%20event.pdf

http://64.233.169.104/search?q=cache:oA4eCqKVRkkJ:skyways.lib.ks.us/tricon/2007/handouts/fundnoncap.doc+fundraising+special+event+development+%22staff+time%22&hl=en&ct=clnk&cd=22&gl=us

http://www.geocities.com/ywca_berkeley/fundraisingeval.html

http://www.nationalserviceresources.org/node/17667

http://www.charityvillage.com/cv/research/rfmk11.html

Special Events Assessment

Third Party Events

Special Events Auctions

Email Marketing

Here are some web resources for Email Marketing.

Web Triggers Direct Mail Response

Are e-mail Recipients Better Direct Mail Givers?

Some material from the AFP website

Isn’t Email Just Like Regular Direct Mail—But on Steroids?'

Improving your direct mail marketing

Some material via the AFP Resource Center Blogs
http://afprc11.blogspot.com/search?q=email
http://afprc7.blogspot.com/search?q=NPEmail

From a variety of other sources

The Gilbert Email Manifesto (GEM)

The Email Savvy Organization
How to Measure the Success of Online Fundraising Using Key Metrics

E-nonprofits benchmarking study

Major Gifts

Major Gifts

From the AFP website

http://www.afpnet.org/ResourceCenter/content.cfm?ItemNumber=2890

From Andy Robinson and TGCI

http://www.tgci.com/magazine/The%20Major%20Gift%20Ask.pdf

From Tony Poderis

http://www.raise-funds.com/299forum.html

http://www.raise-funds.com/081904forum.html

http://www.raise-funds.com/exhibits/exhibit68.html

He has a variety of material on his site.

From Kim Klein

http://www.grassrootsfundraising.org/magazine/gmg_fineart.html

From Advantage

http://advantageconsulting.tripod.com/id13.html

Material on Feasibility Studies

Some Material on Feasibility Studies

http://www.zimmerman-lehman.com/feasibility.htm

http://www.nps.gov/partnerships/fundraising_feas_study.htm



Article is Before or After the Study
http://www.goettler.com/goettlerweb.nsf/0/3B00B0018EC2AE5185256F990047FF31?OpenDocument

Material on NonEvents

Here is some material on Nonevents. This includes material via the AFP Website. I hope you find this material helpful.

http://www.afpnet.org/ka/ka-3.cfm?content_item_id=24049&folder_id=2545
Please note at the bottom of the page there are attachments which include invitations.
http://www.afpnet.org/ka/ka-3.cfm?content_item_id=24171&folder_id=914
Some other web resources.
http://en.wikipedia.org/wiki/Non-event

http://frcoach.blogspot.com/2006/08/have-you-thought-of-non-event.html

In chapter 5
http://www.pch.gc.ca/progs/pc-cp/pubs/e/Fr4gras4.htm

idealist.org - The Nonprofit FAQ

A Resource from Idealist

idealist.org - The Nonprofit FAQ: "The Nonprofit FAQ (Frequently Asked Questions) is based on questions and answers about nonprofit organizations exchanged on the Internet since 1994. Suggestions and corrections are always welcome."

Whistleblower Policies

I Whistleblower Policies

In response to some recent questions re Whistleblower policies.

For your information we post a variety of policy links elsewhere on this same Blog

http://afprc23.blogspot.com/2006/08/sampling-of-nonprofit-fundraising.html

Some sample whistleblower policies and related material are here

http://www.nonprofitquarterly.org/content/view/167/1/

http://www.dvg.org/knowledge/ForumBrief_Whistleblower_Aug07.pdf

http://www.nature.org/aboutus/leadership/art15485.html

http://nonprofitrisk.org/library/articles/employment091005.shtml

Gift Solicitation Policies

Here are some web resources on Gift Solicitation Policies.

We have related links on Development Policies elsewhere on this FAQ Blog

http://www.vpss.ku.edu/pdf/Gift_Solicitation_Policy_022206.pdf

http://supportingadvancement.com/revenue/policies/westfall_solicitation_policy_sample.htm

https://www.hvcc.edu/foundation/policies/fundraising.pdf

http://www.purdue.edu/policies/pages/advancement/ix_5_1.html

Business Plans

Some material we found on Business Plans.

http://www.managementhelp.org/plan_dec/bus_plan/bus_plan.htm
http://nonprofit.about.com/od/nonprofitbasics/f/busplan.htm


Related material on startups/establishing
http://nonprofit.about.com/od/nonprofitbasics/bb/beforenonprofit.htm

Endowments

These are some web resources on Endowments

http://www.utsystem.edu/policy/policies/uts138.html#SectionIV

http://www.dgfumc.org/community/endowment/Gift_Acceptance_Policy.pdf

http://www.raise-funds.com/1099forum.html

http://www.raise-funds.com/399forum.html

http://strategicgov.blogspot.com/2008/01/too-rich-how-big-should-our-endowment.html

http://www.kathrynmireeandassociates.com/PDF/Three%20Successful%20Models%20to%20Build%20Endowment.pdf

http://www.seattleymca.org/files/37/Endowment%20Case%20Statement.pdf

Case has some Fact Sheet links here

http://www.case.org/Content/Miscellaneous/Display.cfm?contentItemID=7665

Some sample endowment prospectus

http://www.catholicworldmission.org/site/pp.asp?c=9dJHJLPwB&b=3590239

http://silkscape.com/SMA/smafund.htm

Mission Statements

Here is some material we've recently seen on the web about Mission Statements.

http://www.afpnet.org/ka/ka-3.cfm?content_item_id=1153&folder_id=885

http://www.idealist.org/if/idealist/en/FAQ/QuestionViewer/default?section=03&item=21

http://nonprofit.about.com/od/nonprofitbasics/a/mission.htm

http://www.allianceonline.org/FAQ/strategic_planning/what_s_in_mission_statement.faq

http://www.raise-funds.com/1101forum.html

http://nonprofitmanagement.suite101.com/article.cfm/sample_mission_statements/

Q: How do I Recruit Volunteers for My Nonprofit Organization?

A: There are several ways in which to attract volunteers to your organization. Depending on your needs, here are some suggested recruitment tactics:

Warm Body Recruitment can be used to engage large numbers of volunteers for a short period of time through board dissemination of brochures, posters, public speaking engagements, media notices, and word of mouth.

Targeted Recruitment needs well planned approach and is geared towards smaller groups of potential volunteers with specific skills that relate to the mission of your organization. Questions of your specific needs and recruitment vehicles that will allow you to communication with and motivate volunteers will need to be answered.

Concentric Circles Recruitment allows your organization to network with those who are directly (or indirectly) associated with your organization so that you may contact these individual with your recruiting message. These prospects may include the family and/or friends of clients, program alumni, neighbors, and others who may have some personal vested interest in your cause.

Your recruitment message should be direct and solid, offering an explanation of why a volunteer should join your organization.

For more information, please consider the following sources:

http://www.networkforgood.org/npo/volunteers/

http://nonprofit.about.com/od/volunteers/bb/beforerecruit.htm

Nonprofit Software

Here are some web resources on the topic of Nonprofit Software.

http://www.idealware.org/articles/ten_common_mistakes_in_selecting_donor_databases.php

http://techsoup.org/learningcenter/software/page7379.cfm

http://techsoup.org/learningcenter/databases/page4798.cfm

http://www.compasspoint.org/askgenie/details.php?id=55

http://www.tgci.com/magazine/Selecting%20Fundraising%20Software.pdf

http://nosi.net/projects/primer

http://www.idealware.org/IW_software_survey_report.pdf

http://www.blackbaud.com/files/resources/whitepapers/WP_SelectingSoftwareForYourNonprofit.pdf

Nonprofit Impact

Interested in the Impact of Nonprofits. Here are some recent stories we've seen that were postedd on our Recent News of Note Blog.
http://afprc7.blogspot.com/search/label/NPImpact

Donor Recognition

here are some web resources which discuss donor recognition.

http://www.plannedgivingpulse.com/May2005/May05_article2.htm

From Guidestar

http://www.guidestar.org/news/features/donor_recognition.jsp

From other sources.

http://www.charityvillage.com/cv/archive/acov/acov00/acov0021.html

Annual Reports

Here are some web resources we have seen about Annual Reports.

http://contributionsmagazine.com/featured/annualreport.html

http://www.nonprofitmarketingguide.com/blog/2008/10/14/video-annual-reports-tips-for-nonprofits-who-want-to-try-it/

http://www.frogloop.com/care2blog/2009/7/24/how-should-nonprofits-post-annual-reports-online.html

http://nonprofitconsultant.blogspot.com/2006/10/posting-annual-reports-online-and.html

http://www.gettingattention.org/my_weblog/2008/04/how-to-make-you.html

http://philanthropy.com/live/2008/09/annual_report/

http://www.writing911.com/blog/2006/08/08/annual-reports-how-many-pages-per-section/

http://www.writing911.com/blog/2007/01/04/10-annual-report-mistakes-nonprofits-make/

http://thecharitysleuths.blogspot.com/search?q=annual+reports

http://www.idealist.org/npofaq/01/08.html

http://nonprofit.about.com/od/nonprofitpromotion/a/annualreps.htm

Some material on 509a3

Some material on509a3 Type 1,2 and 3.
We also have some material on 5o1 C's here

Just a reminder that nothing we provide should be considered or should substitute for legal advice.

From the IRS

http://www.irs.gov/pub/irs-tege/509a3guidesheet.pdf

http://www.irs.gov/charities/article/0,,id=137609,00.html

http://www.irs.gov/irm/part7/36016001.html

From Wikipedia

http://en.wikipedia.org/wiki/Supporting_organization_(charity)

From other sources.

http://www.pgdc.com/usa/item/?itemID=379917

http://www.liebertpub.com/pgtoday/pgt/articles/how_to_entice_your_entrepreneurial_donors.htm

Here for the first time

Hello. If you are here for the first time or just have a commentwe would enjoy hearing them. Please leave feedback for us using the comments feature by clicking on comments at the bottom of this posting.

Thanks,
AFP Resource Center

Canadian Giving Trends

Here are some online references to Canadian Giving Trends.

From AFP

This article discusses Canadian Giving

http://www.afpnet.org/ka/ka-3.cfm?content_item_id=24283&folder_id=1325

this article discusses Canadian Giving for Health Care.

http://www.afpnet.org/ka/ka-3.cfm?content_item_id=24266&folder_id=2345

A variety of resources here

http://nonprofitscan.imaginecanada.ca/en/nsgvp

Including the link below with reference to page 11.

http://www.givingandvolunteering.ca/pdf/CSGVP_Highlights_2004_en.pdf

Establishing a Nonprofit Organization

Q: How do I begin to establish my nonprofit organization?
A: There are several steps that will need to be taken before incorporating your nonprofit organization. This process will include creating a name for your nonprofit organization, applying for tax-exempt status with the IRS, considering board members or advisory groups as required by state law, writing a mission statement and articles of incorporation, etc.

You will also need to hire a lawyer to help with tax-exemption application and institution of personnel policies. An accounting system and property, health and life insurance will be required as well. Please be sure to consult your secretary of state’s office for specific requirements.

Here are some useful links to consider for more information:

http://www.wikihow.com/Start-a-501c3-Nonprofit-Organization
http://nonprofit.about.com/od/nonprofitbasics/bb/beforenonprofit.htm
http://fdncenter.org/getstarted/faqs/html/starting_nonprofit.html
http://www.mncn.org/info_start.htm
http://www.boardsource.org/Knowledge.asp?ID=3.367

AFP Ready Reference Series

Q: I’ve heard great things about the AFP Ready Reference Series. Where can I get more information/order a copy of these materials?

A: For more information about the AFP Ready Reference Series, please visit the AFP National website at: http://www.afpnet.org/ka/ka-3.cfm?content_item_id=19988&folder_id=1845
You may also contact the AFP Professional Advancement Department at readyref@afpnet.org with any questions, concerns and/or orders.