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Strategic Fund Development: Building Profitable Relationships That Last, Third Edition

Book Description

The completely revised and expanded edition of a fundraising classic

Strategic Fund Development became an instant classic the day the first edition was released. Now in this expanded third edition, it has been revised cover-to-cover with relevant new information and useful new tools and resources.

The book addresses the needs for fundraisers of every level of expertise. Experienced development officers find this an invaluable reference tool for educating their colleagues and boards. New fundraisers get firm grounding in best practice and what it really takes to do this work. Executive directors learn how fundraising fits into the organization and what it takes to make fundraising productive.

  • Contains in-depth analysis about what makes organizations effective, including things like leadership, organizational culture, decision-making processes, systems thinking, and well-managed change
  • Offers comprehensive strategic planning insights, with detailed steps, sample research tools, retreat agendas, and complete plans
  • Includes the same tools and resources for fundraising planning

This ebook does not include access to the companion materials.

Table of Contents

  1. Cover
  2. Endorsement
  3. Title Page
  4. Copyright
  5. Dedication
  6. Foreword
  7. Preface
    1. A Note on This Book’s Companion Website
  8. Acknowledgments
  9. About the Author
  10. Chapter 1: Let’s Start Here
    1. Where to Start
    2. What’s Happening Out in the World
    3. Defining Philanthropy and Fund Development
    4. Why Does This Sector Matter?
    5. Why Does This Sector Matter? Redux
    6. A Sad Truth
    7. Basic Principles of Fund Development
    8. Nothing Can or Should Substitute for Philanthropy
    9. In Conclusion
    10. Summary
  11. Chapter 2: Positioning Your Organization to Survive and Thrive
    1. Are You Slowly Going Out of Business?
    2. Philanthropy Builds Communities
    3. Challenging Philanthropy and the Nonprofit/NGO Sector
    4. Isolating Fundraisers and Fund Development
    5. What You Can Do Now
    6. A Fundamental Truth
    7. Summary
  12. Chapter 3: The First Relationship—Within Your Organization
    1. Making Your Organization Effective
    2. Concept of a Group
    3. Components of an Effective Infrastructure
    4. Shared Values
    5. The Art of Leadership
    6. Commitment to Process
    7. The Learning Organization
    8. Conversation Is a Core Business Practice
    9. Participatory Decision-Making
    10. Well-Managed Change
    11. A Culture of Philanthropy
    12. A Last Word on How to Build an Organization That Will Last
    13. Summary
  13. Chapter 4: The Fund Development Professional
    1. Strengthen the Professional Fundraiser
    2. Look at Your Organization
    3. How Technical Fundraisers Affect the Bottom Line
    4. The Accomplished Fundraiser
    5. The Road to Transformation
    6. Learning Outside the Nonprofit/NGO Sector and the Fund Development Field
    7. Fundraisers as Leaders
    8. Fundraisers and Power
    9. Defining a Profession
    10. Fundraising as a Vocation
    11. Defining Your Philosophy
    12. Summary
  14. Chapter 5: The Art of Leadership
    1. What Is Leadership?
    2. What Do Leaders Do?
    3. Leadership and Diversity
    4. A Special Obligation of Leadership
    5. Leadership in Philanthropic Organizations
    6. Attributes and Skills of Leaders
    7. Leadership and Intelligences
    8. Leaders as Critical Thinkers
    9. Leaders as Reflective Practitioners
    10. Leaders as Communicators
    11. Chaordic Leadership: Understanding Complexity
    12. Connective Leadership
    13. Is Charisma Essential to Leadership?
    14. P.S. Does Leadership Guarantee Success?
    15. Summary
  15. Chapter 6: The Second Relationship—With Your Community
    1. Make Sure Your Organization Is Relevant to the Community
    2. Defining the Process and Benefits for Your Organization
    3. Components of the Written Plan
    4. Roles in the Planning Process
    5. Principal Components of an Effective Strategic Planning Process
    6. Carrying Out Your Strategic Planning Process
    7. Keeping the Plan Alive
    8. Evaluating Your Strategic Planning Process
    9. Challenges to Strategic Planning
    10. Really Important Musings
    11. Summary
  16. Chapter 7: The Third Relationship—With Your Constituents
    1. More Thinking Since the Previous Edition
    2. Defining Constituency Development
    3. Your Relations with Constituents
    4. It’s Not What You’re Selling That Counts
    5. Understanding Marketing
    6. What Donors Want
    7. What Donors Want Might Not Be What You Want
    8. Challenges to Constituency Development
    9. Roles in the Constituency Development Process
    10. The Process of Constituency Development
    11. Getting to Know Your Donors and Prospects
    12. Relationship Building through Communications
    13. Make Sure They Hear You
    14. Building Relationships through Cultivation
    15. Creating Extraordinary Experiences
    16. A Side Step: The Asking Part
    17. Summary
  17. Chapter 8: The Fourth Relationship—With Your Volunteers
    1. Enabling Your Volunteers
    2. Benefits of Enabling
    3. Enabling Functions
    4. Attitudes, Skills, and Behaviors of Enablers
    5. The Challenge of Enabling
    6. Strengthen Enabling
    7. Summary
  18. Entr’acte
    1. Creating the Most Effective Fund Development Program
  19. Chapter 9: Creating the Most Effective Fund Development Plan for Your Organization
    1. The Most Effective Fund Development Program
    2. Defining the Process and Benefits for Your Organization
    3. Our Really Big Fundraising Mistake
    4. Involving the Board and Individual Board Members
    5. The Written Fund Development Plan
    6. Your Fund Development Planning Process
    7. Measuring and Benchmarking for Fund Development
    8. Interfacing Your Fund Development Plan with Your Budgeting Process
    9. Summary
  20. Chapter 10: Going Back to the Beginning
  21. List of Appendices on the Companion Website
    1. Chapter 1: Let’s Start Here: An Important Introduction
    2. Chapter 2: Positioning Your Organization to Survive and Thrive: The Four Relationships That Are Critical to Effective and Productive Fund Development (and Healthy Organizations)
    3. Chapter 3: The First Relationship—Within Your Organization: Creating the Infrastructure That Produces a Healthy Organization
    4. Chapter 4: The Fund Development Professional: Choosing Your Road—Organizational Development Specialist or Just Another Fundraising Technician
    5. Chapter 5: The Art of Leadership: A Critical Element of the First Relationship—Within Your Organization
    6. Chapter 6: The Second Relationship—With Your Community: Ensuring Your Organization’s Relevance through Strategic Planning
    7. Chapter 7: The Third Relationship—With Your Constituents: Nurturing Relationships to Build Loyalty
    8. Chapter 8: The Fourth Relationship—With Your Volunteers: Enabling Them to Take Meaningful Action on Behalf of Your Organization
    9. Chapter 9: Creating the Most Effective Fund Development Plan for Your Organization: A Plan That Produces Ownership and Results
  22. Notes
    1. Chapter 1: Let’s Start Here: An Important Introduction
    2. Chapter 2: Positioning Your Organization to Survive and Thrive: The Four Relationships That Are Critical to Effective and Productive Fund Development (and Healthy Organizations)
    3. Chapter 3: The First Relationship—Within Your Organization: Creating the Infrastructure That Produces a Healthy Organization
    4. Chapter 4: The Fund Development Professional: Choosing Your Road—Organizational Development Specialist or Just Another Fundraising Technician
    5. Chapter 5: The Art of Leadership: A Critical Element of the First Relationship—Within Your Organization
    6. Chapter 6: The Second Relationship—With Your Community: Ensuring Your Organization’s Relevance through Strategic Planning
    7. Chapter 7: The Third Relationship—With Your Constituents: Nurturing Relationships to Build Loyalty
    8. Chapter 8: The Fourth Relationship—With Your Volunteers: Enabling Them to Take Meaningful Action on Behalf of Your Organization
    9. Chapter 9: Creating the Most Effective Fund Development Plan for Your Organization: A Plan That Produces Ownership and Results
  23. Index