I: Introduction  to course

Aug. 27 - 29

II: Nonprofits & Fund development  

Sep. 3 - Sep 12

III: Fundraising Vehicles

Sep 17 - Oct 10

IV: Funding Sources/Markets

Oct 15 - 29

V: Fund Development Management

Oct 31 - Dec 5

SPEA - V558

Fund Development for  Nonprofits

Fall 2007

Kirsten A. Grønbjerg

Section 20518, MW 5:30-6:45 pm, PV274

Note: Detailed outline of topics and information on readings for each topic is available on the Syllabus page for this course on Oncourse.

Course Schedule

I. Introduction and Overview

Aug. 27-29  Introduction to course and requirement

Assignment 1: Revenue and Philanthropic Gift Profiles (due Sep. 12, required)

II. Nonprofits and the Fund Development Process

Sep. 3-5    Nonprofits & Open Systems: Interacting with the Environment

Assignment 2: Institutional Readiness/Mission Statement and Constituency Model (due Sep. 19, required)  

Sep. 10-12 General Fund-Raising Principles: the Case, Institutional Readiness

Guest lecturer: Tim Seiler, Director, The Fund Raising School, Ct. on Philanthropy (confirmed for 9/10)

Guest lecturer: Beth Gazley, SPEA Faculty (confirmed for 9/12)

Assignment 3: Case Statement (due Sep. 26, required)

III. Fund Raising Vehicles

Sep. 17-19  Annual Fund Overview and Major Gifts

Read:

Assignment 4: Gift Range Chart (due Oct. 3, high priority)

Sep. 24-26 Other Annual Fund Vehicles: the Internet, Direct Mail, Telethons, Special Events

Guest lecturer: Jeff Lindauer, Executive Director of the Office of Special Gifts and Annual Gifts, IUF (confirmed for 9/26)

Assignment 5: Write Direct Mail Letter (due Oct. 10)

Oct. 1-3     Other Vehicles: Planned Giving

Guest lecturer: Phil Purcell, Vice President for Planned Giving and Endowment Resources, Ball State University (confirmed for 10/1).

Assignment 6: Planned Giving (due Oct. 17)  

Oct. 8-10   Other Vehicles: Capital Campaign

Guest lecturer: Meg Gammage-Tucker, Senior Consultant, Johnson, Grossnickle and Associates, Inc. (confirmed for 10/8)

Assignment 7: Capital Campaign (due Oct. 24)

IV. Funding Sources/Markets

Oct. 15-17   Individuals as Prospective Donors

Solicitation Exercise: Oct. 16

Guest lecturer: Vicky Martin, Senior Analysis, Major Gifts, IU Foundation (confirmed for 10/17)

Assignment 8: Prospective Donor Profile, Solicitation Plan (due Oct. 31)

Oct. 22-24  Foundations and Corporations as Prospective Donors

Panel: Community foundation: Harry McFarlane, Vice President for Programs, Central Indiana community Foundation (confirmed for Oct. 22); Family/Independent Foundation: Beth Casselman, Executive Director, The Clowes Fund (confirmed for Oct. 22); Corporate funder: Vicki Perkins, Assistant Executive Vice President, American College of Sports Medicine(confirmed for Oct. 22)

Assignment 9: Corporate/Foundation Letter of Inquiry (due Nov. 7)

Assignment 10: Corporate/Foundation presentation (due Nov. 26)

Oct. 29       Government Grants/Contracts) – note: session may focus on assignments

Assignment 11: Strategies for Expanding Donor Base (due Nov. 14)

Assignment 12: Inventory/Assessment of Development Plan (due Nov. 21)  

V. Fund Development Management and Dynamic Functions

Oct 31-     Human Resources: Volunteers, Staff, and Leadership

Nov 5          Guest lecturer: Paula Parker-Sawyers, Executive Director,

Indiana Office of Faith-Based and Community Initiatives (confirmed for Oct. 31) 

Assignment 13: Trustee Role in Fundraising (due Nov. 28)

Nov. 7-12  Management and Planning

Guest lecturer: Matt Ehlan, Vice President for Advancement, Red Cloud Indian School (confirmed for 11/12)

Assignment 14: Management Matrix (due Dec. 5)

Nov. 14-19 Budgeting and Other Tools: Consultants

Guest lecturer: Teresa Kase, Assistant Dean, Finance & Operations, Kelley School of Business (confirmed, 11/14)

Assignment 15: Fundraising Budget Analysis (due Dec. 10)

Nov. 21     NO CLASS (Thanksgiving Recess)

Nov. 26-28 Presentation of Corporate/Foundation Proposals (Assignment 10)

Dec. 3-5    Information Technology in Development

Guest lecturer: Terry Usrey, SPEA faculty (confirmed for Dec. 3)

Final exam, due in ELECTRONIC FORMAT Friday, December 14, at 5 pm