Strategic Fund Development: Building Profitable Relationships That Last: Building Profitable Relationships That Last / Edition 2

by Simone Joyaux

Overview

This groundbreaking book – now in its second edition – offers important insights, critical strategies, and useful tools to enhance your organization’s performance and raise more charitable contributions. Joyaux challenges the fundraising profession to focus on organizational development rather than merely promoting fundraising technicians. Joyaux integrates staff work with that of volunteers and demands a basic change in the way we do business.

Product Details

ISBN-13:	9780834218987
Publisher:	Jones & Bartlett Learning
Publication date:	03/22/2001
Series:	Aspen's Fundraising Series for the 21st Century
Edition description:	2E
Pages:	354
Product dimensions:	0.77(w) x 8.25(h) x 11.00(d)

About the Author

Simone P. Joyaux, ACFRE Simone P. Joyaux is an internationally recognized leader in the philanthropic profession – as a consultant, volunteer, writer and teacher / presenter. Joyaux provides consulting services in fund development, board and organizational development, and strategic planning to all types and sizes of organizations. Clients include grassroots groups, major institutions, foundations and government agencies. Simone is one of a few hundred professionals worldwide who has achieved advanced certification in fundraising. She is a faculty member for the Masters Program in Philanthropy and Fund Development at St. Mary’s University, Minnesota. Joyaux regularly serves as a board member of various organizations. During her tenure as Chair of CFRE International, the baseline certification program for fundraisers worldwide, the program achieved its independence and established itself internationally. In 2000, Joyaux founded the Women’s Fund of Rhode Island, part of the global movement to level the playing field for women and girls.

Table of Contents

	Foreword	ix
	Preface	xi
	Acknowledgments	xiii
Chapter 1	Positioning Your Organization To Survive--The Four Relationships That Are Critical to Effective and Productive Fund Development	1
	Are You Slowly Going Out of Business?	1
	Philanthropy Builds Communities	2
	No More Entitlement	4
	How We Fundraise Today	5
	What We Can Do Now	6
	Develop the Four Critical Relationships	8
Chapter 2	The First Relationship--Within Your Organization: Creating the Infrastructure That Produces a Healthy Organization	13
	Topics Discussed in This Section	13
	Making Your Organization Effective	13
	Concept of a Group	15
	Shared Values	18
	The Art of Leadership	23
	The Learning Organization	36
	Ongoing Conversation	38
	Participatory Decision Making	46
	Well-Managed Change	49
	A Culture of Philanthropy	53
	A Last Word on How To Build an Organization That Will Last	54
	Summary	55
Chapter 3	The Second Relationship--With Your Community: Ensuring Your Organization's Relevance through Strategic Planning	57
	Topics Discussed in This Section	57
	Making Sure Your Organization Is Relevant to the Community	57
	What Is Strategic Planning and How Will It Benefit Your Organization?	59
	Planning Components	62
	Roles in the Planning Process	65
	Carrying Out Your Strategic Planning Process	69
	Keeping the Plan Alive	89
	Evaluating Your Strategic Planning Process	91
	Challenges to Strategic Planning	92
	Summary	93
Appendix 3-A	Kappa Alpha Theta Fraternity: Research Outline for the Strategic Planning Process	95
Appendix 3-B	Sample Constituency Surveys	100
Appendix 3-C	New Century Plan: YMCA of Greater Providence	114
Appendix 3-D	Strategic Planning at the Lucy Robbins Welles Library, Newington, Connecticut	128
Chapter 4	The Third Relationship--With Your Constituents: Developing Connections So Constituents Are Ready To Be Asked	153
	Topics Discussed in This Section	153
	Your Relations with Constituents	153
	It's Not What You're Selling That Counts	156
	Making the Process Work	165
	The Process of Constituency Development	169
	Roles in the Constituency Development Process	176
	Getting To Know Your Constituents	176
	Communicating with Your Constituents	182
	Cultivating Relationships with Your Constituents	190
	Your Constituency Development Plan	196
	Preparing To Ask	197
	Summary	200
Appendix 4-A	Identifying the Predisposed for Your Organization	202
Appendix 4-B	Constituency Development Worksheets: How We Can Build Relationships That Support Our Organization	204
Appendix 4-C	Prospect Worksheet	212
Appendix 4-D	Case Statement--Boys & Girls Club of Pawtucket	217
Appendix 4-E	Case Statement--Children's Aid and Family Services	222
Appendix 4-F	Excerpt from Boys & Girls Club of Pawtucket Fund Development Plan for Fiscal Year 1996	241
Chapter 5	The Fourth Relationship--With Your Volunteers: Enabling Them To Take Meaningful Action on Behalf of Your Organization	244
	Topics Discussed in This Section	244
	Enabling Your Volunteers	244
	Concept of Enabling	245
	Benefits of Enabling	248
	Enabling Functions	250
	Attitude, Skills, and Knowledge of an Enabler	257
	The Challenge of Enabling	259
	Strengthening Enabling	264
	Summary	266
Appendix 5-A	Passionate Board Member Running Wild: A Real-Life Story with an Enabling Response	267
Appendix 5-B	Key Roles in Fund Development: Board, Board Member, Committee, Staff	270
Appendix 5-C	Assess Your Performance as an Enabler	272
Chapter 6	Creating the Most Effective Fund Development Plan for Your Organization	274
	Topics Discussed in This Section	274
	The Most Effective Fund Development Program	274
	What Is Fund Development Planning and How Will It Benefit Your Organization?	275
	Avoiding or Compromising Fund Development Planning	276
	Planning for the Future While You Operate Today	276
	Your Fund Development Planning Process	276
	Interfacing Your Fund Development Plan with the Budgeting Process	281
	Roles in the Fund Development Planning Process	282
	Summary	284
Appendix 6-A	Women's Foundation of Southern Arizona	285
Appendix 6-B	The Fund for Community Progress	297
Appendix 6-C	Tockwotton Home	303
Appendix 6-D	Children's Aid and Family Services Development Plan for Endowment and Annual Support	311
Chapter 7	In Conclusion	326
Appendix A	Components of Fund Development	327
Appendix B	Sample Questions for a Development Audit	329
Appendix C	A Donor Bill of Rights	335
Appendix D	NSFRE Code of Ethical Principles and Standards of Professional Practice	336
Appendix E	The Accountable Not-for-Profit Organization	338
Appendix F	Thoughts about Creating a Case for Support	339
	Selected Bibliography--To Help You Be a Better Fundraiser and Organizational Development Specialist	342
	Index	345
	About the Author	354

Editorial Reviews

Directed at development officers and chief executives in not-for- profit organizations, this resource offers tools and techniques for building stronger organizations and raising more money. Chapters focus on relationships within an organization, between the organization and the community, with the constituents, and with the volunteers. This second edition also includes a chapter on fund development plans, and an expanded section on leadership. Joyaux is a consultant and a professor of philanthropy and development at St. Mary's University. Annotation c. Book News, Inc., Portland, OR (booknews.com)

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