Details

An Executive's Guide to Fundraising Operations


An Executive's Guide to Fundraising Operations

Principles, Tools, and Trends
The AFP/Wiley Fund Development Series, Band 195 1. Aufl.

von: Christopher M. Cannon

43,99 €

Verlag: Wiley
Format: PDF
Veröffentl.: 25.02.2011
ISBN/EAN: 9781118030233
Sprache: englisch
Anzahl Seiten: 256

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Beschreibungen

A straightforward guide to the principles of effective fundraising operations <p><i>An Executive Guide to Fundraising Operations</i> provides fundraisers with easy-to-understand approaches to evaluate and address fundraising operations needs and opportunities. This guide simplifies and focuses on the analysis of problems and needs, allowing a quick return to fundraising.</p> <ul> <li>Provides the essential framework to improve and innovate development operations</li> <li>Includes dozens of practical tools, including sample policies for data, database, reporting, and business processes</li> <li>Offers sample workflow illustrations for gift processing and acknowledgment, report specification, and other processes</li> <li>Features sample reports for campaign management, performance management, and exception management</li> <li>Delivers effective calculators for operational rules of thumb</li> </ul> <p>No matter what the department is called, most fundraisers struggle with evaluating operational issues. This guide leads you through principles of effective fundraising operations, simplifies complicated topics, and offers solutions to some of the most vexing operations dilemmas.</p>
<p>Foreword xiii</p> <p>Preface xvii</p> <p>Acknowledgments xix</p> <p><b>CHAPTER 1 Introduction 1</b></p> <p>Supporting Fundraising 2</p> <p>What Is Fundraising Operations and Where Should It Fit in the Organization? 2</p> <p>Fundraising Operations: What’s in a Name? 3</p> <p>What Does ‘‘Fundraising Operations’’ Include? 5</p> <p>Organizational and Environmental Factors Shape Operations 8</p> <p>Using This Guide to Improve Decisions 13</p> <p><b>CHAPTER 2 Principles of Fundraising Operations 15</b></p> <p>Data, Technology, Reporting, Process, and People 16</p> <p>Data 18</p> <p>Technology 31</p> <p>Reporting 34</p> <p>Processes as Key Responsibilities 39</p> <p>People 41</p> <p><b>CHAPTER 3 Responsibilities of Your Fundraising Operations Team 51</b></p> <p>Technology Management 51</p> <p>Primary Roles in Transitions: Arbiter and Advocate 52</p> <p>Data Maintenance 68</p> <p>Gift Processing 70</p> <p>Reporting 75</p> <p>Prospect Development 79</p> <p>Stewardship 88</p> <p>Compliance 92</p> <p>IT, HR, Finance, and More 98</p> <p>A Special Note about Finance 100</p> <p><b>CHAPTER 4 Program Support 103</b></p> <p>Major Giving 104</p> <p>Annual and Unrestricted Giving 104</p> <p>Constituent Engagement Programs 107</p> <p>Events 107</p> <p>Special Initiatives or Constituencies 110</p> <p>Healthcare Fundraising and Grateful Patient and Family Programs as Special Cases 111</p> <p>Moving from Fundamentals to Innovations 113</p> <p><b>CHAPTER 5 Trends, Fads, and Staying Ahead of the Curve 115</b></p> <p>Which Curve? 116</p> <p>Applying Principles to Trends 120</p> <p>Volume, Accessibility, and Ubiquity of Data 122</p> <p>Consumer Data, Analytics, and Ethics 124</p> <p>Virtualization, Web Applications, and Mobility 127</p> <p>Social Media Mania 132</p> <p>Evolving Applications for Evolving Technologies 136</p> <p>Advances in Reporting and Analytics 143</p> <p>New Staff and Performance Considerations 148</p> <p>Fast-Moving Trends 158</p> <p><b>CHAPTER 6 Decision Advice from the Field 161</b></p> <p>Ideas from Practitioners 162</p> <p>Development Executive at a Leading Australian University 162</p> <p>Children’s Healthcare Foundation President 163</p> <p>Fundraising Operations Consultant 164</p> <p>Liberal Arts College Vice President 166</p> <p>Advancement Leadership at a Division I University 167</p> <p>University System Operations Assistant Vice President 169</p> <p>Healthcare Executive Director of Development 170</p> <p>Executive Director at a Top 10 University 171</p> <p>Development Director at a Leading Medical Center 172</p> <p>Making Your Executive Decisions 172</p> <p><b>CHAPTER 7 Tools for Fundraising Operations 175</b></p> <p>Fundraisingoperations.com 175</p> <p>Data 176</p> <p>What Are the 10 Signs of Bad Data? 176</p> <p>How Do You Know Your Data Are Accurate? 178</p> <p>Technology 178</p> <p>What Are the Five Myths of the Conversion Process? 178</p> <p>What Does a Data Exception Log Look Like? 180</p> <p>How Effective Is the Implementation of Your Database? 181</p> <p>What Does a Sample Scorecard Look Like? 182</p> <p>Reporting 182</p> <p>What Are the Seven Qualities of a Great Reporting Environment? 182</p> <p>What Are Five of the Most Important Types of Reports for Campaign and Prospect Management? 184</p> <p>What Does an Effective Data Dictionary Look Like? 189</p> <p>Processes 189</p> <p>How Can You Calculate and Establish Impact Measures for Your Operations Team? 189</p> <p>How Can You Gauge Good Training Outcomes? 190</p> <p>How Can You Evaluate Your Gift Processing? 190</p> <p>What Does the ‘‘Front-of-the-Line’’ Approach Look Like for Gift Processing? 193</p> <p>How Should Gift Processing Assess Donor’s Checks? 194</p> <p>What Does a Good Staff Survey on Operations Look Like? 194</p> <p>How Can You Start a Great Prospect Management System? 196</p> <p>Staff 199</p> <p>What Are the 10 Characteristics of Great Operations Team Members? 199</p> <p>What Are the Five Signs Team Members Are Looking for New Positions? 200</p> <p>How Can You Assess Staff Performance of the Operations and Other Teams? 201</p> <p>Epilogue 205</p> <p>Appendix A: Sample Data Dictionary 211</p> <p>Appendix B: APRA Statement of Ethics 220</p> <p>Glossary 221</p> <p>Bibliography 225</p> <p>About the Author 227</p> <p>AFP Code of Ethical Principles and Standards 229</p> <p>A Donor Bill of Rights 230</p> <p>Index 231</p>
<p><b>CHRISTOPHER CANNON, CFRE,</b> is a managing associate with Bentz Whaley Flessner, a full-service development consulting firm serving higher education, healthcare, and nonprofits. Mr. Cannon partners with clients around the world to leverage their data, technology, and processes to foster increased fundraising results. His presentations and writing, such as recent articles in <i>AHP Journal</i> and AFP's <i>Advancing Philanthropy</i>, focus the fundraiser on aligning fundraising operations with the organization's programs and mission.
<p><b>AN EXECUTIVE'S GUIDE TO FUNDRAISING OPERATIONS</b> <p>As a fundraising executive, you can quickly become mired in details, especially without the right filters and eval-uation strategies. You require the necessary tools to manage even the most complex aspects of your operations while maintaining your focus on fundraising. <i>An Executive's Guide to Fundraising Operations</i> helps you work smarter, not harder. <p>Presenting the framework, fundamentals, and details you need to manage operations, <i>An Executive's Guide to Fundraising Operations</i> is filled with hundreds of useful tricks and tips for addressing operations needs. The <i>Guide'</i>s clear, step-by-step guidance covers crucial responsibilities including program support, technology applications, data maintenance, gift processing, reporting and analytics, and compliance. <p>Author and widely regarded development leader Christopher Cannon provides invaluable resources to boost your fundraising operations, with discussion of: <ul> <li>Important parameters for fundraising operations</li> <li>A framework for assessing operational activities</li> <li>The responsibilities of the fundraising operations team</li> <li>Connecting operations to programs and integrating fundraising teams</li> <li>Emerging trends that may require your operations team to redefine its current strategies</li> <li>Tools and calculators for fundraising executives to gauge success</li> </ul> <p>No matter how your nonprofit refers to fundraising operations, the truth is most fundraisers struggle with evaluating their operational issues. Filled with case studies, best practices, and helpful evalution tools, this guide demystifies this crucial department within the nonprofit, offering solutions for some of the most vexing operations dilemmas.

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