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Jeffrey David Stauch - Effective Frontline Fundraising: A Guide for Nonprofits, Political Candidates, and Advocacy Groups

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Jeffrey David Stauch Effective Frontline Fundraising: A Guide for Nonprofits, Political Candidates, and Advocacy Groups
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Effective Frontline Fundraising: A Guide for Nonprofits, Political Candidates, and Advocacy Groups: summary, description and annotation

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Today, nearly every charitable nonprofit, advocacy group, professional group, and politicianrelies on the philanthropy of others. Whether itsa private college, a hospital or museum, a lobbying group, or a local, low-budget food shelf, operational and marketing costs and capital investments are often largely underwritten through the generous support of donors. Nonprofits need some people to write $25 checks on a regular basis, and they need others to make six-figure pledges. The bad news: Since the economic collapse of 2008, getting people to part with precious dollars has become ever more difficult. The good news is that people are still inclined to be generous to organizations, causes, and candidatesthey believe in. Effective Frontline Fundraising providesthe information youll need to set up and manage an effective development team capable of consistently raising gifts, both large and small.

Effective Frontline Fundraising will not only teach those skillsfor getting the gift you want in the short run, but it will also show how to build a meaningful, long-lasting relationship between your organization and your donor base. This book:

  • Shows how to keep that organizational lifebloodcashrunning through your vital operations
  • Explains how to create a firm foundation from which to solicit funds
  • Provides examples of successful and unsuccessful fundraising messages and plans
  • Teaches you how to ask confidently for gifts from $25 to $1,000,000 ... or more!
What youll learn

You will learn to:

  • Recruit a rock-solid development team
  • Devise and implement an annual fundraising plan
  • Craft a motivating fundraising message
  • Time your solicitations to maximize return
  • Maintain positive relationships with your donor base
  • Gain an understanding of the gift cycle
  • Leverage volunteers, events, and other development resources and opportunities
  • Build the confidence to make the big ask for major gifts
Who this book is for

Effective Frontline Fundraising is geared toward small to medium nonprofits that are just beginning to professionalize their development offices. It is for new directors of development/institutional advancement who need to build an operation from the ground up. It is for anyone raising funds for political organizations, individual candidates for public office, and advocacy groups. And it is for fundraising professionals who are just about to go after the big fish.

Table of Contents

Introduction: Theres No Such Thing as Luck
1. Nonprofits, Cash Flow, and Philanthropy:Fitting the Puzzle Pieces Together
2. The Role of a Fundraiser
3. The Gift Cycle: Setting the Foundation
4. Assembling Your Team
5. Data and Records: Basic Tools
6. Annual Planning and Goal Setting
7. Crafting Your Message
8. Stewardship: The Last and First Step in the Gift Cycle
9. Road Warriors
10. Techniques for the Face-to-Face Solicitation
11. Major Gifts: Finding Funds for Big Projects
12. Political Fundraising
13. Fundraising for Advocacy Groups
14. Conclusion:Get out There and Start Raising Money!
Appendix AResources: Books and Web Sites
Appendix BSample Effective Solicitation Pieces
Appendix CPublic Sources of Funding

About the Author

Jeffrey David Stauchreceived his BA in political science at Middlebury College and his MA in social sciences at the University of Chicago.He started his career in fundraising in Boston with Grassroots Campaigns, Inc., and Telefund, Inc.Jeffrey is currently the assistant director of principal gifts at a small, elite liberal arts college.He is also the volunteer giving officer for Betasab (www.betasab.org), a home for orphaned children in Ethiopia. When not at work, he runs, trains in the martial art of aikido, and writes creative non-fiction. He has a pet rabbit.

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Effective Frontline Fundraising: A Guide for Non-Profits, Political Candidates, and Advocacy Groups

Copyright 2011 by Jeffrey David Stauch

All rights reserved. No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval system, without the prior written permission of the copyright owner and the publisher.

ISBN-13 (pbk): 978-1-4302-3900-0

ISBN-13 (electronic): 978-1-4302-3901-7

Trademarked names, logos, and images may appear in this book. Rather than use a trademark symbol with every occurrence of a trademarked name, logo, or image we use the names, logos, and images only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark.

The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights.

President and Publisher: Paul Manning
Lead Editor: Jeff Olson
Editorial Board: Steve Anglin, Mark Beckner, Ewan Buckingham, Gary Cornell,
Morgan Ertel, Jonathan Gennick, Jonathan Hassell, Robert Hutchinson,
Michelle Lowman, James Markham, Matthew Moodie, Jeff Olson, Jeffrey
Pepper, Douglas Pundick, Ben Renow-Clarke, Dominic Shakeshaft, Gwenan
Spearing, Matt Wade, Tom Welsh
Coordinating Editor: Adam Heath
Copy Editor: Chandra Clarke
Compositor: Mary Sudul
Indexer: BIM Indexing & Proofreading Services
Cover Designer: Anna Ishchenko

Distributed to the book trade worldwide by Springer Science+Business Media, LLC., 233 Spring Street, 6th Floor, New York, NY 10013. Phone 1-800-SPRINGER, fax (201) 348-4505, e-mail .

For information on translations, please e-mail .

Apress and friends of ED books may be purchased in bulk for academic, corporate, or promotional use. eBook versions and licenses are also available for most titles. For more information, reference our Special Bulk SaleseBook Licensing web page at www.apress.com/bulk-sales.

The information in this book is distributed on an as is basis, without warranty. Although every precaution has been taken in the preparation of this work, neither the author(s) nor Apress shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the information contained in this work.

To my teachers:
JDS

Contents
About the Author

Jeffrey David Stauch received his BA in political science at Middlebury College - photo 2Jeffrey David Stauch received his BA in political science at Middlebury College and his MA in social sciences at the University of Chicago. He started his career in fundraising in Boston with Grassroots Campaigns, Inc., and Telefund, Inc. Jeffrey is currently the assistant director of principal gifts at a small, elite liberal arts college. He is also the volunteer giving officer for Betasab (www.betasab.org), a home for orphaned children in Ethiopia. When not at work, he runs, coaches youth hockey, trains in the martial art of Aikido, and writes creative non-fiction. He has a pet rabbit.

Acknowledgments

I would like to begin by acknowledging the team at Apress, specifically Jeff Olson and Adam Heath for their guidance and patience while this book came together. Chandra Clarke made us all look good with her expedient and thorough copyediting. Special thanks to Jeff for trusting that we could pull this off in the first place, and for giving me the opportunity to put my thoughts to paper.

I would also like to thank my mentors past and presentLisa, AJ, Hyam, Mama Duck, Stephanie, Matt, Meghan, Mike, and Sue K (twice now!)for being generous with their time and wisdom over the years. Much of what is expressed in this book is owed to the lessons that I learned under these very talented fundraisers.

And, of course, thanks to all those donors who support the important work of the nonprofits out there.

Introduction
There's No Such Thing as Luck

My first job as a fundraiser was not glorious. I was working for a for-profit company that contracted with progressive nonprofits that had opted to outsource their fundraising operations. While the job was far from glamorous, it was a great training ground, and I was fortunate to meet many people dedicated to what we called internally the movement, or the left-wing conspiracy.

My first year, I was put in charge of directing the street canvassing office in Boston, in the lead-up to the mid-term US elections. Our client at the time, not surprisingly, was the Democratic National Committee (DNC). I worked six to seven days a week, averaging more than 60 hours a week (and oftentimes pushing 80). Three or four of those days, I was out with my crew, clipboard in hand in a bright blue DNC t-shirt, waving down pedestrians with a smile and a question along the lines of, Do you have a minute for the Democrats? or Have a second to talk about the mid-terms?

The work was grueling, and there were certainly moments when I questioned what I was doing. Back at the office, the saying went: The hours are long, and the work is thankless, but at least the pay sucks.

One of the first lessons I learned, direct from the mouth of one of the vice presidents of the company, let's call him Stan, during our week of intense training in Newton, Massachusetts, was there's no such thing as luck. It was an interesting thought, and just counterintuitive enough to make all the young, starry-eyed liberals in the room pause for a second to internalize what exactly that meant.

Stan's point was that becoming an effective fundraiser is about developing a skill set, just as in any other job. His conviction proved true first in my job canvassing on the streets of Boston, then down the hall as I grew the call center of the canvassing company's sister organization, and now, at a small college in New England, soliciting six- and seven-figure gifts and coordinating eight-figure solicitations in collaboration with the college administration.

We often get into fundraising by accident; that was certainly the case for me. I was fresh out of graduate school, and I took the first job I was offered. Despite the long hours and lackluster paycheck, I was fortunate to have a solid training program and great supervisors who were goal driven and checked in weekly on how my staff was doing (or more frequently if performance was down). In most of the nonprofit world, this type of diligence and attention to quantitative data, at least with respect to the development shop, is rare.

Granted, this organization was a for-profit, whose sole duty was to raise money for nonprofits. The fact that nonprofits are outsourcing, however, is a sign that they aren't terribly good at doing the development work themselves. This can bring with it a number of problems, especially as an organization first turns toward making its fundraising department a professional shop. Many clients that this company brought on were quite large: the American Civil Liberties Union (ACLU), the Sierra Club, Save the Children, the Democratic National Committee. All of these organizations were able to make that investment to outsource significant components of their development operations to a third party.

Smaller, younger nonprofits do not have that luxury. First, you might not have the money to spend to pay the vendor. Second, and more important, it is unlikely that you would be taken on as a client. The company I worked for operates on a profit motive, so it wants to concentrate on clients that already have name recognition, nonprofits readily recognizable to the average passerby on the street as canvassers like me tried day after day to flag someone down. Name recognition matters. In fact, the company I used to work for is now turning away business. So instead, young, protean nonprofits are left to their own devices when it comes to fundraising.

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