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Intermediate Fundraising
ISBN: [Inter_Fund_c]

Acquiring New Donors; Bequests & Legacies;
Direct Mail; Fundraising from Wealthy Individuals;
Making the Ask; Understanding Fundraising;
Relationship Fundraising; Donor Service


ACQUIRING NEW DONORS

Includes:

  1. Introduction.
  2. Why Grow or Build a Supporter Base?
  3. Evaluation Benefits of a Campaign.
  4. Profiles of Potential Donors.
  5. Motivating People to Support Your Cause.
  6. Campaign Methods.
  7. Evaluating Methods and Timing.
  8. Donor Retention.
  9. The Creative Brief.
  10. Goal Setting and Evaluation.
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Author:
Graham McKern
Reviewed by:
Michelle Campbell
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What will you learn? How to find new donors, campaigns which will attract them to your cause, how to keep them, evaluating the success of your campaign and much more. Because Graham is a fundraiser who works for a charitable organisation, he understands the needs of charitable organisations in a very real and practical way. You can pick up his Guide and plan your campaign, holding it one hand and doing the work in the other.

BEQUESTS AND LEGACIES

Includes:

  1. What is Bequest / Legacy Fundraising?
  2. Importance of the Will.
  3. Types of Bequests / Legacies.
  4. Researching Capacity to Give.
  5. Marketing Collateral.
  6. Key Influencers.
  7. Stewarding the Bequest.
 

Author: Margaret Burke
Reviewed by: Kathryn Aldridge
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Many donors may be willing to provide for an organisation in their Wills. This Guide discusses the motivation behind leaving a gift at death and how that motivation impacts and is impacted by your organisation, the types of gifts that donors can leave at death and the tax and legal implications related to them and how to discuss the possibility with potential donors. The Guide then discusses the various elements that are needed for developing a bequest/legacy programme including staff requirements, written materials, and relationships with legal advisors and ‘influencers' – those professionals who might influence their clients to support your organisation in this way. Finally, there are recommendations for ensuring a good relationship between the potential donor and your organisation.

DIRECT MAIL FUNDRAISING

Includes:

  1. Introduction
  2. Raising Funds by Mail
  3. Recruiting New Donors
  4. Reciprocal Mailings
  5. Appeals to Current Donors
  6. Encouraging Regular Giving
  7. Treating Different Donors Differently
  8. Thanking Your Donors
  9. Using an Agency
  10. Using a Mailing House
  11. The Mailing Pack
  12. Monitoring a Direct Mail Campaign
  13. Data Protection and Privacy
  14. Conclusion
 

Author: John Baguley
Reviewed by: Graham McKern
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This Guide will help you decide whether direct mail would be useful to your organisation, how you can use it, detailed information about the various elements of a direct mail package, using a mailing house and evaluating the result of a direct mail programme.

FUNDRAISING FROM WEALTHY INDIVIDUALS

Includes:

  1. Researching.
  2. Connections.
  3. Friend-raising.
  4. Communication.
  5. Approaching.
  6. Soliciting.
  7. Stewardship and Involvement.
 

Author: Julian Smyth
Reviewed by: Frank Opray
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Every organisation wants large donations from wealthy individuals. This Guide gives you the steps necessary to make that desire a reality.

In logical sequence the QuickGuide takes you through:

Researching – Ascertaining individuals’ capacity to give, connections to your organisation and propensity they have to give to you.

Friend-Raising - Opportunities to inform strangers about what and who you are, what good work you do, how much you are willing to listen as well as talk, and what the defined need is for your organisation.

Communicating – How to communicate effectively and appropriately with donors and prospective donors.

Approaching – The actual solicitation and preparation for same.

Stewardship – Ensuring the donor remains a friend and supporter

MAKING THE ASK

Includes:

  1. The Prospects.
  2. Preparation.
  3. The Approach.
  4. Donor Recognition.
  5. Tax Deductibility.
  6. The Ask Itself.
  7. The Response – “Silence”.
  8. Debriefing.
  9. Thanking.
 

Author: Frank Opray
Reviewed by: Suze Jones
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Fundraising comes down to the moment when the fundraiser asks the donor for the donation. Use the valuable advice in this guide to ensure you’re properly prepared and ready for the crucial ‘Ask’.

Focusing on research, preparation and information, the Guide ensures that no fundraiser sits in a room with a prospective donor without all the ammunition possible to ensure a successful outcome.

UNDERSTANDING FUNDRAISING

Includes:

  1. Setting the Scene.
  2. Getting the Words Right.
  3. Getting the Goals Clear.
  4. Essential Building Blocks.
  5. Relationship Building and Stewardship.
  6. Conclusion.
 

Author: Adrienne Hall
Reviewed by: Gerlinde Scholz
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This thoughtful analysis of the fundraising process will make experienced fundraisers better, novice fundraisers good. It will make you think ‘why’ you do what you do and ‘how’ to do it better.

Do you know the difference between philanthropy and fundraising and how it can affect your organisation? Have you set appropriate, sustainable and attainable fundraising goals?

Do you know what you need to do to achieve your goals? Your supporters? Your potential supporters? How to reach them? What to say.

This QuickGuide will tell you how.

RELATIONSHIP FUNDRAISING

Includes:

  1. What is Relationship Fundraising?
  2. Tools of the Trade – Why you must have a Relational Database.
  3. Treating People Right.
  4. Junk Mail or Personal Communications?
  5. Saying Thank You … and Meaning It.
  6. Growing your Donors.
  7. The Ultimate Gift.
 

Author: Julian Smyth
Reviewed by: Morag and John Hocknull
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Treating your donors properly is crucial in order to maximise their support. This authoritative Guide will tell you everything you need to know to do it correctly.

It begins with the important issue – what is relationship fundraising and why is it important to your organisation.

It next looks at databases and other tools to help you identify and use the various items of information you have about donors and prospective donors.

Treating donors properly is the heart of relationship fundraising and practical advice given will help you do so.

Finally gifts at death is discussed as these are often the largest and most intensive of all donations.

DONOR SERVICE

Includes:

  1. Introduction
  2. The Difference Between Customers and Donors
  3. What Do Donors Want?
  4. The Basics
  5. The Essentials
  6. The Special Activities
  7. Delivering Quality Donor Service
  8. Tax Implications
  9. Measuring and Evaluating Results
  10. Reasonable Expectations vs. Inappropriate Demands
  11. Compliance Issues
  12. Conclusion
 

Author: Gerlinde Scholz
Reviewed by: Frankie Airey
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The service given to a donor matters because it will impact fundraising success. Learn how to do it properly in this great QuickGuide which takes you through all the crucial issues of Donor Service from What Do Donors Want to Measuring Results.

An indispensable QuickGuide.

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