General Info

Purpose of Course

Contact Information

Course Requirements

Books and Readings

Statement on Plagiarism

Useful Web Sites

SPEA - V558

Fund Development for Nonprofits

Fall 2007

Kirsten A. Grønbjerg

Section 20518, MW 5:30-6:45 pm, PV 274

My practice is to go first to those who may be counted upon to be favorable, who know the cause and believe in it and ask them to be as generous as possible. When they have done so, I go next to those who may be presumed to have a favorable opinion and to be disposed to listening and secure their adherence. Lastly, I go to those who know little of the matter or have no known predilection for it and influence them by presentation of the names of those who have already given.

Attributed to Ben Franklin

Purpose

This course examines key aspects of the fundraising process for nonprofit organizations – major theoretical foundations and general fundraising principles as well as a variety of fundraising techniques, sources of donations, and aspects of managing the fundraising process. The course combines applied and conceptual readings and provides students with opportunities to apply concepts and techniques through a series of service-learning portfolio assignments in collaboration with area nonprofit organizations. The assignments are designed to cover initial efforts to develop a comprehensive fund-development plan for a nonprofit organization.

Contact Information

E-mail:	kgronbj @ indiana.edu (delete spaces)
Homepage:	http://www.spea.indiana.edu/gronbjerg/
Office:	SPEA 419
Phone:	(812) 855-5971; Fax: (812) 855-7802
Secretary:	Ms. Laura Maul (SPEA 410) at lmaul @ indiana.edu (delete spaces) or 855-5971
Office Hours:	Monday and Wednesday 1:00 - 3:30 and by appointment. I am usually in the office most afternoons (except Tuesdays)

Course Requirements

You must complete the following three requirements with shares of the overall course grade as indicated:

Participate in class discussion (5 percent)
Complete a take-home final exam (15 percent)
Complete a minimum of ten learning portfolio assignments (8 percent each, 80 percent total).

TFRS Certificate: Students who complete this course may upon request obtain The Fund Raising School Certificate of Achievement for completing Principles and Techniques of Fundraising (deadline for requesting certificate: November 19).

Doctoral Students: Please identify yourselves the first week of classes so that we can meet and agree on a course plan that meets SPEA expectations for doctoral level work. Normally, I expect doctoral students who register for V558 to prepare (1) a 2-5 page addendum to each of ten projects (out of the 15 options) applying key concepts from required, recommended, and other relevant readings to the analysis and recommendations developed in the project report, and (2) a comprehensive, conceptual final paper applying organizational theory to the fund development practices of the partner nonprofit organization.

Books and Readings

Available at the bookstore (required readings)

Required Books: (available at the book store):

Fund Raising School: Principles and Techniques of Fund Raising (PTFR, $83)

Resources and Recommended readings: (selected chapters)

The Foundation Center, The Foundation Center’s Guide to Proposal Writing (4th Edition). The Foundation Center. 2004. ISBN: 1-931923-92-2. $43.65 (available at the bookstore).

Giving USA Foundation, Giving USA 2007, researched and written by the Center on Philanthropy at Indiana University. ISBN 0436-0257; 978-0-9786199-2-3 (available at the bookstore; discount).

Grønbjerg, Understanding Nonprofit Funding: Managing Revenues in Social Service and Community Development Organizations. Jossey Bass, 1993 (available online at http://indiamond6.ulib.iupui.edu/u?/PRO,25228).

Smith, Bradford, et al. Philanthropy in Communities of Color. Indiana University Press. 1999. ISBN: 0-253-33493-4. $29.95 (available at the bookstore). You can obtain a 20% discount by ordering from IU Press website (iupress.indiana.edu) - use code stdt when you check out).

Tempel, Eugene R. (ed.), Hank Rosso's Achieving Excellence in Fund Raising, 2nd Edition. San Francisco: Jossey-Bass, Inc., 2003. $42.00 ISBN: 0-7879-6256-2 (similar to TFRS manual, use as supplement).

Recommended and Resource Volumes:

Greenfield, James M. The Nonprofit Handbook: Fund Raising, 3rd Edition John Wiley, 2001. $120.00 (on reserve).

Hopkins, Bruce R. The First Legal Answer Book for Fund-Raisers. John Wiley. 2000. ISBN: 0-471-35619-0. $68.00 (available at the bookstore).

______. Hopkins, Bruce. Starting and Managing a Nonprofit Organization: A Legal Guide. (4th Ed.). New York: John Wiley & Sons, Inc. 2005. ISBN 0-471-68000-1. $68.00 (available at the bookstore).

ARNOVA Abstracts (Various issues). Available at E-reserves and under the “Resources” tab on Oncourse.

Library Reserve and Course Package

Most of the required and recommended readings are on reserve at the library. All readings marked with an * are available from the library e-reserves (http://ereserves.indiana.edu)) - type in gronbjerg (or course number) and click on the appropriate search selection. The special password for gaining access to the e-reserves is posted on Oncourse.

Statement on Plagiarism

Plagiarism is the use of the work of others without properly crediting the actual source of the ideas, words, sentences, paragraphs, entire articles, music or pictures. Using the work of other students, with or without their permission, is also plagiarism if there is no clear indication of the source of the original work. Plagiarism, a form of cheating, is a serious offense and will be severely punished. When plagiarism is suspected, the instructor will inform the student of the charge; the student has the right to respond to the allegations. If a student is charged with plagiarism, procedures outlined in the IU "Student Rights and Responsibilities" statement will be followed. Students have the right to appeal any charge to the Academic Affairs Committee.

For examples of what I consider plagiarism and strategies for developing more effective writing, please see my Notes on Plagiarism.

For information about SPEA's academic policies relating to academic dishonesty, civility, withdrawing from courses, incompletes, students called to active duty, and final exams, please see http://www.indiana.edu/~speagrad/policies.html

Useful Web Sites

Sites related to nonprofit regulations

Senate Finance Committee initial (2004) "Staff Discussion Draft":
http://finance.senate.gov/hearings/testimony/2004test/062204stfdis.pdf
Written testimonies submitted in 2004 for the hearings can be accessed
at: http://finance.senate.gov/sitepages/hearing062204.htm
Senate Finance Committee statements from 2004: http://finance.senate.gov/sitepages/round.htm
Video streaming of the Senate Hearing from 2004 can be accessed at:
http://finance.senate.gov/hearings/other/hearing062204.ram
Members of the United States Senate Committee On Finance.
http://finance.senate.gov/sitepages/committee.htm
Panel on the Nonprofit Sector (see various reports): http://www.nonprofitpanel.org/

Sites related to fundraising

American Association of Fund-Raising Counsel: www.aafrc.org/, affiliated group, AAFRC Trust for Philanthropy, publishes Giving USA, see http://www.aafrc.org/gusa/mission.cfm
Association for Healthcare Philanthropy: www.ahp.org/
Association of Fundraising Professionals: www.afpnet.org, professional association of fundraisers
Association of Professional Researchers for Advancement: www.aprahome.org/

Better Business Bureau Wise Giving Alliance: www.give.org/, ratings of nonprofits and information for donors.
Center on Philanthropy at Indiana University: www.philanthropy.iupui.edu/,The Fund Raising School: http://www.philanthropy.iupui.edu/funds.html, and summaries of key research projects: http://www.philanthropy.iupui.edu/research.html
Christian Stewardship Association: www.stewardship.org
Committee Encouraging Corporate Philanthropy: www.corphilanthropy.org.
Community Foundations of America: http://www.cfamerica.org/.
Council for Advancement and Support of Education: www.case.org/
Council of Better Business Bureaus: resources related to charities at www.bbb.org/alerts/charity.asp

Council on Foundations: www.cof.org/, information about foundations. See also links to community foundations, corporate grantmakers, and family foundations.
The Direct Marketing Association Nonprofit Federation: www.the-dma.org/nonprofitfederation.
Evangelical Council for Financial Accountability: www.ecfa.org.
Foundation Center: http://fdncenter.org/, search foundations. See also “Literature of the Nonprofit Sector”: http://lnps.fdncenter.org/.
National Catholic Development Conference: www.ncdcusa.org/.
National Center for Family Philanthropy: www.ncfp.org.
National Committee for Responsive Philanthropy: www.ncrp.org.
National Committee on Planned Giving: www.ncpg.org/.
Newtithing Group: http://newtithing.data360.org/.
Planned Giving Today: http://www.liebertpub.com/pgtoday.
Richard Male and Associates: www.richardmale.com/index.htm - publishes "Rich Tips" newsletter.
The Taft Group: http://www.galegroup.com/taft.htm
Taxwise Giving & Philanthropy Tax Institute: www.taxwisegiving.com.
Women's Funding Network: www.wfnet.org/
Women's Philanthropy Institute: www.women-philanthropy.org/.

Fundraising Software programs (examples only, no endorsement implied)

Blackbaud: http://www.blackbaud.com/
DonorQuest: www.donorquest.com/
eTapestry: http://etapestry.com/
Google: http://directory.google.com/, see Society > Organizations > Nonprofit Resources > Fundraising > Software for a more extensive list.
TechSoup: http://www.techsoup.org, follow link to databases under the Learning Center tab for relevant information. For a list and assessment of downloadable Open Source nonprofit database programs, see http://www.techsoup.org/products/index.cfm

Other nonprofit resources

Canyon Research: www.grantsmart.org/ - tax returns for foundations and charitable trusts (similar to Guidestar).
Guidestar: www.guidestar.org/, web database of all IRS-registered charitable nonprofits. See articles on reading Form 990 http://www.guidestar.org/news/features/understand_990.jsp
IRS: www.irs.gov/and follow link for charities and nonprofits for additional links to a variety of resources for organizations seeking exempt status as well as codebook and downloadable list of registered nonprofits. Click on www.irs.gov/taxstats/ for the Statistics of Income Division.
Urban Institute Center on Nonprofits and Philanthropy at http://www.urban.org/index.cfm See also National Center for Charitable Statistics and the links under http://nccs.urban.org/.
Quality 990: www.qual990.org/, efforts to improve quality of reporting on Form 990.
Fundraising Effectiveness Project: http://www.afpnet.org/ka/ka-3.cfm?content_item_id=24047&folder_id=2326. For more information, see http://nccs.jot.com/Fundraising%20Effectiveness%20Project.

Indiana Resources

Access Indiana: http://www.in.gov/, gateway to State of Indiana and related web sites.
Indiana Secretary of State: http://www.in.gov/sos/, information on nonprofit incorporations.
Indiana Attorney General's Office: www.in.gov/attorneygeneral, consumer protection information about giving to charities http://www.indianaconsumer.com/consumer_guide/charitable_giving.asp
Indiana Humanities Council: www.ihc4u.org/.
Indiana Arts Commission: http://www.culturegrants-in.org/.
Indiana Office of Faith-based and Community Initiatives: http://www.in.gov/ofbci/.
Indiana Grant Makers Alliance: http://www.indianagrantmakers.org/, regional association of grantmakers, includes a listing of Indiana community foundations.
Indiana Nonprofit Sector: www.indiana.edu/~nonprof/, description and analysis of Indiana nonprofit sector.
Indiana Business Research Center: www.ibrc.indiana.edu, demographic, economic and other information on Indiana and geographic regions.
NPower Indiana: www.npowerin.org/, relatively new organization providing technology support for Indiana nonprofits.
Indiana Association of United Ways: www.iauw.org.

Other Nonprofit Professional Associations & Infrastructure Organizations

Alliance for Nonprofit Management: www.allianceonline.org/,association of nonprofit managers and consultants to nonprofits - from merger of Support Centers of America and Nonprofit Management Association.
American Association of Museums: www.aam-us.org.
American Council on Education: www.acenet.edu/
American Society of Association Executives: http://www.asaenet.org/, professional association of association executives.
American Symphony Orchestra League: www.symphony.org.
Americans for the Arts: www.americansforthearts.org.
ARNOVA: www.arnova.org/. Association for Research on Nonprofit Organizations and Voluntary Action - the major scholarly association in the field. Also moderated discussion group for researchers in the field (contact Roger Lohman at rlohman@wvnvm.wvnet.edu and request that you be added to the ARNOVA_L list).
Arts Management: www.artsmanagementnews.com/.
Association of Art Museum Directors: www.aamd.org.
Board Source: www.boardsource.org.
Business Committee for the Arts: www.bcainc.org.
Charity Channel LLC: www.charitychannel.com a long list of nonprofit discussion groups, career opportunities, and other resources.
Center on Wealth and Philanthropy, Boston College: www.bc.edu/research/swri/.
The Conference Board: www.conference-board.org/
The Chronicle of Philanthropy: http://philanthropy.com/, major news and practitioner oriented publication in the field.
Dance/USA: www.danceusa.org/
Independent Sector: www.independentsector.org, trade association for national nonprofits (ignore request for password, e.g., press <escape> button).
International Center for Nonprofit Law: www.icnl.org/, resource on international nonprofit developments.
ISTR: http://www.istr.org/. International Society for Third-Sector Research.
Internet Nonprofit Center housed by Idealist: http://www.idealist.org/, a variety of resources and links from the Evergreen State Society..
The Internet Prospector: http://www.internet-prospector.org/.
National Association of Independent Schools: http://www.nais.org/.
National Center for Nonprofit Enterprise: www.nationalcne.org/, provides information and technical assistance on non-profit entrepreneurship.
National Conference of Churches, U.S.A.: www.ncccusa.org.
National Council of Nonprofit Associations: www.ncna.org/,network of state and regional associations of nonprofit organizations.
The Nonprofit Gateway: www.nonprofit.gov/, a network of links to the federal government.
The Nonprofit Sector and Philanthropy Program at the Aspen Institute. See also http://nonprofitresearch.org/, for reports and summaries of funded research projects.
NonProfit Times: www.nptimes.com/, news media outlet focusing on the nonprofit sector.
OPERA America: www.operaamerica.org
Philanthropic Studies Index: http://cheever.ulib.iupui.edu/psipublicsearch/ searchable database for publications on philanthropy.
Theatre Communications Group: www.tcg.org/.
United Jewish Communities: www.ujc.org.
United Way of America: www.unitedway.org.