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Topical Resource Lists

Developing a Fundraising Plan

The following bibliography was created to help grantmakers and grantseekers keep up with the latest developments in fundraising planning. This resource list contains citations to selected works from the Foundation Center's Catalog of Nonprofit Literature, as well as links to useful Web resources. For additional reports, articles, and other materials on the topic, search the Catalog with the subject "Fundraising--planning"


Overview

Cannon, Christopher M. An Executive's Guide to Fundraising Operations: Principles, Tools and Trends. Hoboken, NJ: John Wiley & Sons, 2011. Call Number: 710 CAN
Provides a hands-on look at ways in which operations can build stronger fundraising programs now and in the decades ahead. Presents a framework for assessing operational activities, examines the responsibilities of the fundraising operations team, discusses program support types, covers emerging trends, and offers advice from the field as well as tools and calculators for fundraising executives.

Eisenstein, Amy M. 50 Asks in 50 Weeks: a Guide to Better Fundraising for Your Small Development Shop. Rancho Santa Margarita, CA: CharityChannel Press, 2010. Call Number: 710 EIS
Written for the small development office, this book provides basic fundraising advice and tips on creating a development plan, identifying new prospects, board fundraising, and hiring development staff. Also covers special event planning and grant research.

Joyaux, Simone P. Strategic Fund Development: Building Profitable Relationships That Last. 3rd ed. Hoboken, NJ: John Wiley & Sons, 2011. Call Number: 710 JOY 2011
Discusses the four relationships that are critical for a nonprofit organization's survival. The first relationship is within the organization and involves creating a healthy infrastructure. The second is with the community, which evolves through strategic planning. The third is with the organization's constituents so they will be ready to give. Finally, the fourth is with the organization's volunteers to enable them to take action on behalf of the organization. Concludes with recommendations for creating a successful development plan.

Klein, Kim. Fundraising for Social Change. 6th ed. San Francisco, CA: Jossey Bass Publishers, 2011. Call Number: 710 KLE 2011
Explains community-based fundraising techniques for small nonprofit groups with budgets under $2.5 million. Recommends fundraising strategies that have been successful for low-budget groups. Divided into eight major sections: framework, strategies to acquire and keep donors, strategies to upgrade donors, fundraising campaigns, fundraising management, development staffing, budgeting and planning, and special circumstances.

Lysakowski, Linda. Nonprofit Essentials: The Development Plan. Hoboken, NJ: John Wiley & Sons, 2007. Call Number: 710 LYS
The book covers the steps involved in designing and implementing an integrated development plan, with timetables and areas of responsibility. Includes many worksheets, exhibits, and other planning tools.

Novom, Martin L. (ed.) The Fundraising Feasibility Study: It's Not About the Money. Hoboken, NJ: John Wiley & Sons, 2007. Call Number: 713 NOV
The authors of this primer discuss how and when to undertake a fundraising feasibility study for a capital campaign. The step-by-step model covers the timeline for a feasibility study, development assessment, how to delegate tasks within the organization, and using consultants. Appendices include sample forms and study reports.

Powell, William H. and Paul J. Kirpes Raising Money for Mighty Missions: Steps to Success--Doing What Matters Most: How Charitable, Non-Profit and Faith-Based Organizations Can Raise More Money to Fulfill Their Missions. Bella Vista, AR: Powell Publications. 2011. Call Number: 710 POW
Breaks successful fundraising into eight simple steps, and provides advice on cases for support, biblical stewardship principles, friend-raisers, holding prospecting parties, and thanking donors. Also provides strategies to jumpstart fundraising efforts for boards, staff and volunteers.

Roth, Stephanie; Ho, Mimi; Hung, Priscilla. "Fundraising Planning Worksheet". Grassroots Fundraising Journal September–October 2007, p. 12–5.
A six-step organizational tool for developing an annual fundraising plan. Aims to use expenses, fundraising history, available resources, strategy ideas and more as factors to chart what fundraising activities an organization should pursue and how it can effectively set a plan into motion.

Sargeant, Adrian; Shang, Jen. Fundraising: Principles and Practice. San Francisco, CA: Jossey Bass Publishers, 2010. Call Number: 710 SAR FUN
This textbook offers an in-depth look at all areas of the fundraising process. The book features chapters on donor behavior, fundraising ethics, planning, methods, management, special events, philanthropy's role in society, and more.

Seltzer, Michael. Securing Your Organization’s Future: A Complete Guide to Fundraising Strategies. (Rev. edition). New York, NY: Foundation Center, 2001. Call Number: 710 SEL REV
A step-by-step approach to creating and sustaining a network of funding sources. Discusses major organizational tasks to address before applying for funding; techniques for approaching individuals and institutions for support; how to create a funding mix that succeeds. Information for the Foundation Center’s class “Introduction to Fundraising Planning” is taken from this book. Chapter 22 “Choosing the Funding Mix” is available at foundationcenter.org/getstarted/onlinebooks/seltzer/text.html

Weinstein, Stanley. The Complete Guide to Fundraising Management. 3rd ed. New York, NY: John Wiley & Sons, 2009. Call Number: 710 WEI
A comprehensive treatment of fundraising principles and practices, including information about creating case statements, record keeping, prospect research, cultivating donors, major gifts, grantsmanship, direct mail, telemarketing, special events, planned giving, and capital campaigns. Covers management and human resources issues, planning, budgeting, ethics, and evaluation of a fundraising program.

Case Statements

Ahern, Tom; Joyaux, Simone Keep Your Donors: The Guide to Better Communications and Stronger Relationships. Hoboken, NJ: John Wiley & Sons, 2008. Call Number: 743 AHE
The guide contains a chapter on building a case for support and briefly describes the different types of case statements.

DeWitt, Brydon M. The Nonprofit Development Companion : a Workbook for Fundraising Success. Hoboken, NJ: John Wiley & Sons, 2010. Call Number: 710 DEW
This guidebook touches upon numerous aspects of development, including the mission and case statements, planning, annual fund and major gifts drives, recordkeeping, utilizing volunteers, role of the board, and the professional staff. Sample documents supplement each chapter.

Panas, Jerold. Making the Case : the No-Nonsense Guide to Writing the Perfect Case Statement. Chicago, IL: Institutions Press, 2003. Call Number: 765 PAN

Seiler, Timonth L. Developing Your Case for Support. San Francisco, CA: Jossey-Bass Publishers, 2001. Call Number: 710 SEI
Seiler explains how the case statement is related to the overall fundraising efforts. He outlines the steps involved in establishing the components of the case, which includes goals, mission statements, finances, etc. Explains how the case is used.

Mission Statements

Angelica, Emil. The Wilder Nonprofit Field Guide to Crafting Effective Mission and Vision Statements. St. Paul, MN: Amherst H. Wilder Foundation, 2001. Call Number: 680 ANG WIL
A how-to guide that explains the process for developing both mission and vision statements.

Grace, Kay Sprinkel. The Nonprofit Board’s Role in Setting and Advancing the Mission. Washington, DC: BoardSource, 2002. Call Number: 610 BOA GOV 2008 Book 5
Discusses the importance of an organization’s mission, vision, and values. Describes how to develop a mission statement, explaining how it guides an organization’s decision making, advocacy efforts, and board recruitment.

Sheehan, Robert M. Mission Impact : Breakthrough Strategies for Nonprofits. Hoboken, NJ: John Wiley & Sons, 2010. 292 p. Call Number: 660 SHE
This nonprofit strategy guide discusses numerous topics, including strategy development, implementation, and management. The volume also explores the role of the mission statement, organizational vision, goals, as well as internal and external assessments.

Fundraising Techniques

Bray, Ilona M. Effective Fundraising for Nonprofits : Real-World Strategies That Work. 3rd ed. Berkeley, CA: Nolo Press, 2010. Call Number: 710 BRA EFF
This handbook covers the various tools in a fundraising arsenal, including planning, soliciting individual donors, encouraging major donors, attracting planned giving and bequests, mounting special events, creating and sustaining earned income, and securing foundation and corporate grants. The importance of communicating with multiple stakeholders is emphasized. Also discusses website design and outreach by traditional and new media.

Bray, Ilona M. The Volunteers' Guide to Fundraising : Raise Money For Your School, Team, Library, or Community Group. Berkeley, CA: Nolo Press, 2011. Call Number: 710 BRA VOL
Provides advice on fundraising methods for volunteer-led efforts and small groups, and shows how to fundraise without running afoul of the law or getting into financial trouble. Chapters cover strategy, sponsorships and business support, selling goods or services, requesting donations, event-planning, dinners and food events, auctions, fairs and festivals, benefit concerts and lectures, home and garden tours, walkathons and related sporting events, and foundation grants. Includes sample forms and letters.

Ciconte, Barbara L. and Jeanne G. Jacob Fundraising Basics: a Complete Guide. 3rd ed. Sudbury, MA: Jones and Bartlett Publishers, 2009. Call Number: 710 CIC
This comprehensive guide provides an overview of the field and gives development staff, managers, and directors a platform from which to operate their fundraising programs. The new edition's primary theme is ethics and accountability, and it offers practical information on developing a case for support, giving trends, donor motivations, planning, setting up a development operation, email and online fundraising, return on investment estimates, and workflow timetables.

Greenfield, James (ed.). The Nonprofit Handbook: Fundraising. 3rd ed. New York, NY: John Wiley and Sons, 2001. Call Number: 710 GRE NON 2001
The compilation provides contributions from numerous experts who share information on the entire scope of fundraising. An encyclopedia of fundraising techniques.

Klein, Kim. Reliable Fundraising in Unreliable Times. San Francisco, CA: Jossey-Bass Publishers, 2009. Call Number: 710 KLE REL
Provides advice to help organizations strengthen their financial positions and overcome fundraising challenges.

Levy, Reynold. Yours for the Asking: An Indispensable Guide to Fundraising and Management. Hoboken, NJ: John Wiley & Sons, 2008. Call Number: 703 LEV
Levy's book covers individual prospects, corporate and foundation fundraising, special events, direct mail, the role of volunteers, as well as numerous personal anecdotes.

Tempel, Eugene R. (ed.); Seiler, Timothy L. (ed.); Aldrich, Eva E. (ed.) and Hank Rosso. Achieving Excellence in Fund Raising. 3rd ed. San Francisco, CA: Jossey-Bass Publishers, 2010. Call Number: 710 ROS ACH 2010
This updated edition explains the fundraising profession's major principles, concepts and techniques. Articles by leaders in the field demonstrate why fundraising is a strategic management discipline, and elucidate each step in the fundraising cycle: assessing human and societal needs, setting goals, selecting gift markets and fundraising techniques, soliciting new gifts, and encouraging renewals. Using practical examples, the authors explain the reasoning behind the planning and selection of strategies for all fundraising activities.

Warwick, Mal. Fundraising When Money is Tight: a Strategic and Practical Guide to Surviving Tough Times and Thriving in the Future. San Francisco, CA: Jossey-Bass Publishers, 2009. Call Number: 710 WAR FUN
Part One contains chapters that discuss scenario planning and various fundraising strategies. Part Two outlines nine steps nonprofits can take to help them survive for the short and long term. The chapters cover a number of topics, including: resource allocation, direct mail, cost reductions, donor segmentation, donor relations, questionnaires, online fundraising, and other areas.


Web Resources:

GrantSpace
A service of the Foundation Center, GrantSpace offers information and resources that are specifically designed to meet the needs of grantseekers. Knowledge Base Articles include "Where can I learn more about fundraising planning?", "Where can I learn about nonprofit mission statements?", and "What is a case statement? Where can I learn more about it?" Each article provides advice from staff members and points to useful links and books on the topic.

Other sites:

 
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