Building Your Endowment
J-B Fund Raising School Series
1. Auflage Februar 2003
112 Seiten, Softcover
Wiley & Sons Ltd
This practical workbook will help you put in place the last
component of a comprehensive development office-- an endowment
program. Building Your Endowment gives development professionals,
executive directors, consultants, and volunteers the information
needed to understand and implement an endowment program that will
get bottom-line results. Based on the philosophy and teachings of
Henry R. Rosso-- founder of the Fund Raising School and the
preeminent twentieth century fund raising educator-- Building Your
Endowment is infused with Rosso's views, approaches, and
perspectives on fund raising. Building Your Endowment
* Offers systemic approaches to developing an endowment fund
raising program
* Includes the strategic choices an organization faces when
developing endowments
* Contains a proven approach to endowment donors that has been
successful for other organizations
* Gives a summary of the unique components of endowment and how it
is different from other kinds of fund raising
Preface.
The Author.
1. Understanding Endowment.
Unique Characteristics of Endowment Fund
Raising.
The Bene.ts of Endowment.
Ten Reasons Why People Give to Endowment.
Endowment Types.
Integrating Endowment into Your Fund Raising
Program.
Endowment Structures and Planned Giving.
What's Next?
2. Assessing Your Readiness.
Forming the Endowment Advisory Committee.
Evaluating and Building Commitment.
Developing the Case Statement.
Cornerstones of Endowment Fund Raising.
More Important Factors in Endowment-Building
Success.
Conducting a Feasib ility Study.
Study Models.
What's Next?
3. Volunteer and Staff Leadership.
Creating Endowment-Building Committees.
What to Look for in Staff and Volunteers.
De.ning Roles and Responsibilities.
Selecting and Recruiting.
Board Challenges.
Staff Challenges.
What's Next?
4. Building Endowment Systems.
Choosing a Fund Raising Approach.
Choosing Endowment Types and Structures.
Budgeting.
Record Keeping.
What's Next?
5. Identifying, Cultivating, and Soliciting
Prospects.
Developing a Marketing Plan.
Articulating the Message.
Executing the Plan.
Building Relationships.
Choosing Cultivation Methods.
Unique Characteristics of the Endowment
Solicitation.
Key Principles of Solicitation.
Sequence of Solicitation.
What's Next?
6. Stewardship.
Financial Reporting.
Providing Exposure to Programs.
Encouraging Active Roles.
Communicating Regularly and Being Inclusive.
Your Ongoing Commitment.
A Checklist for Your Complete.
Endowment-Building Process.
Recommended Resources.