Executive''s Guide to Fundraising Operations - Principles, Tools, and Trends

Informationen zum Autor CHRISTOPHER CANNON, CFRE, 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 AHP Journal and AFP's Advancing Philanthropy , focus the fundraiser on aligning fundraising operations with the organization's programs and mission. Klappentext AN EXECUTIVE'S GUIDE TO FUNDRAISING OPERATIONS 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. An Executive's Guide to Fundraising Operations helps you work smarter, not harder. Presenting the framework, fundamentals, and details you need to manage operations, An Executive's Guide to Fundraising Operations is filled with hundreds of useful tricks and tips for addressing operations needs. The Guide' s clear, step-by-step guidance covers crucial responsibilities including program support, technology applications, data maintenance, gift processing, reporting and analytics, and compliance. Author and widely regarded development leader Christopher Cannon provides invaluable resources to boost your fundraising operations, with discussion of: Important parameters for fundraising operations A framework for assessing operational activities The responsibilities of the fundraising operations team Connecting operations to programs and integrating fundraising teams Emerging trends that may require your operations team to redefine its current strategies Tools and calculators for fundraising executives to gauge success 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. Zusammenfassung A straightforward guide to the principles of effective fundraising operations An Executive Guide to Fundraising Operations provides fundraisers with easy-to-understand approaches to evaluate and address fundraising operations needs and opportunities. Inhaltsverzeichnis Foreword xiii Preface xvii Acknowledgments xix Chapter 1 Introduction 1 Supporting Fundraising 2 What Is Fundraising Operations and Where Should It Fit in the Organization? 2 Fundraising Operations: What's in a Name? 3 What Does ''Fundraising Operations'' Include? 5 Organizational and Environmental Factors Shape Operations 8 Using This Guide to Improve Decisions 13 Chapter 2 Principles of Fundraising Operations 15 Data, Technology, Reporting, Process, and People 16 Data 18 Technology 31 Reporting 34 Processes as Key Responsibilities 39 People 41 Chapter 3 Responsibilities of Your Fundraising Operations Team 51 Technology Management 51 Primary Roles in Transitions: Arbiter and Advocate 52 Data Maintenance 68 Gift Processing 70 Reporting 75 Prospect Development 79 Stewardship 88 Compliance 92 IT, HR, Finance, and More 98 A Special Note about Finance 100 Chapter 4 Program Support 103 Major Giving 104 Annual and Unrestricted Giving 104 Constituent Engagement Programs 107 Events 107 Special Initiatives or Constituencies 110 Healthcare Fundraising and Grateful Patient an...

List of contents

Foreword.
 
Preface.
 
Acknowledgments.
 
Chapter 1: Introduction.
 
Supporting Fundraising.
 
What is Fundraising Operations and Where Should It fit in the Organization?
 
Fundraising Operations: What's in a Name?
 
What Does "Fundraising Operations" Include?
 
Organizational and Environmental Factors Shape Operations.
 
Using this Guide to Improve Decisions.
 
Chapter 2: Principles of Fundraising Operations.
 
Data, Technology, Reporting, Process, and People.
 
Data.
 
Technology.
 
Reporting.
 
Processes as Key Responsibilities.
 
People.
 
Chapter 3: Responsibilities of Your Fundraising Operations Team.
 
Technology Management.
 
Primary Roles in Transitions: Arbiter and Advocate.
 
Data Maintenance.
 
Gift Processing.
 
Reporting.
 
Prospect Development.
 
Stewardship.
 
Compliance.
 
IT, HR, Finance, and More.
 
A Special Note about Finance.
 
Chapter 4: Program Support.
 
Major Giving.
 
Annual and Unrestricted Giving.
 
Constituent Engagement Programs.
 
Events.
 
Special Initiatives or Constituencies.
 
Healthcare Fundraising and Grateful Patient and Family Programs as Special Cases Moving from Fundamentals to Innovations.
 
Chapter 5: Trends, Fads, and Staying Ahead of the Curve.
 
Which Curve?
 
Applying Principles to Trends.
 
Volume, Accessibility, and Ubiquity of Data.
 
Consumer Data, Analytics, and Ethics.
 
Virtualization, Web Applications, and Mobility.
 
Social Media Mania.
 
Evolving applications for evolving technologies.
 
Advances in Reporting and Analytics.
 
New Staff and Performance Considerations.
 
Fast-moving Trends.
 
Chapter 6: Decision Advice from the Field.
 
Ideas from Practitioners.
 
Development Leader at a Leading Austrailian University.
 
Children's Healthcare Foundation President.
 
Fundraising Operations Consultant.
 
Liberal Arts College Vice President.
 
Advancement Leadership at Division I University.
 
University System Operations Assistant Vice Ppresident.
 
Healthcare Executive Director of Development.
 
Executive Director at a Top 10 University.
 
Development Director at a Leading Medical Center.
 
Making Your Executive Decisions.
 
Chapter 7: Tools for Fundraising Operations.
 
FundraisingOperations.com.
 
Data.
 
What are the ten signs of bad data?
 
How do you know your data are accurate?
 
Technology.
 
What are the five myths of the conversion process?
 
What does a data exception log look like?
 
How effective is the implementation of your database?
 
What does a sample scorecard look like?
 
Reporting.
 
What are the seven qualities of a great reporting environment?
 
What are five most important types of reports for campaign and prospect management?
 
What does an effective data dictionary look like?
 
Processes.
 
How can you calculate and establish impact measures for your operations team?
 
How can you gauge good training outcomes?
 
How can you evaluate your gift processing?
 
What does the "front of the line" approach look like for gift processing?
 
How should gift processing assess donor's checks?
 
What does a good staff survey on operations look like?
 
How can you start a great prospect management system?
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Product details

• Authors: Cannon, Christopher M Cannon, Christopher M. Cannon, CM Cannon, Cannon Christopher M.
• Publisher: Wiley, John and Sons Ltd
• Languages: English
• Product format: Hardback
• Released: 05.04.2011
• EAN: 9780470610015
• ISBN: 978-0-470-61001-5
• No. of pages: 256
• Series: The AFP/Wiley Fund Development Series; AFP/Wiley Fund Development; The AFP/Wiley Fund Development Series
• Subjects: Social sciences, law, business > Business > Management; Business & management, Wirtschaft u. Management, Gemeinnützige Organisationen / Mittelbeschaffung, Non-Profit Organizations / Fundraising & Grantsmanship, Mittelbeschaffung