Non-profitmaking organizations Books

Book SynopsisSuitable for those involved in private philanthropy, this title defines 5 challenges that donors must address if their philanthropy is to amount to more than indiscriminate charity, including being aware of the time frame that guides a gift, specifying the intended impact being pursued, and recognizing how a donation fits with a donor's own style.Trade Review"Frumkin's book is impressive in its scale and depth. It contains something for every type of reader - seasoned scholars of the field, old and new practitioners, and those who want to begin an education about issues of philanthropy.... A major contribution to the field. With it, Frumkin develops a theoretical framework from which we can all learn." - Andrew Rich, Nonprofit and Voluntary Sector Quarterly "Thought-provoking.... Makes an extremely strong case for so-called planned giving." - Christopher Ondaatje, Times Higher Education Supplement"

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Book SynopsisNot-for-profit organizations play a critical role in the American economy. We know such firms don't try to maximize profits, but what do they maximize? Dealing with this question, this book looks at many aspects of not-for-profit operations, from the problems of fundraising, endowments, and governance to issues, such as hospital advertising.Trade Review"This focused analysis by leading economists ultimately challenges the reader to think about just how much nonprofit behavior can be explained by formal models, equations, and the utility-maximizing assumptions of economics. Important parts do come into sharper focus thanks to this fine and precise work." - Peter Frumkin, International Journal of Not-for-Profit Law"

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Book SynopsisAn exploration of how and why American city governments delegated the responsibility for solving urban inequality to the nonprofit sector. Nonprofits serving a range of municipal and cultural needs are now so ubiquitous in US cities, it can be difficult to envision a time when they were more limited in number, size, and influence. Turning back the clock, however, uncovers both an illuminating story of how the nonprofit sector became such a dominant force in American society, as well as a troubling one of why this growth occurred alongside persistent poverty and widening inequality. Claire Dunning's book connects these two stories in histories of race, democracy, and capitalism, revealing how the federal government funded and deputized nonprofits to help individuals in need, and in so doing avoided addressing the structural inequities that necessitated such action in the first place. Nonprofit Neighborhoods begins after World War II, when suburbanization, segregation, and deindustTrade Review“Illuminating. . . Dunning compels us to consider how promises of grassroots empowerment ended up maintaining the racialized and economic boundaries that imbricate the urban poor. . . . [She] leaves us with the dispiriting conclusion that the enlarged role of nonprofits has failed to mitigate and has even worsened urban inequality." * The Baffler *"Bold, powerful. . . [Dunning's] sober, carefully researched, and elegantly crafted book provides a salutary complication of the Tocquevillian myth that still colors much conventional thinking about the US nonprofit sector: that there is an easy and clearly intelligible congruence between democratic vitality in the United States and the nation’s rich associational life. It is difficult to read Nonprofit Neighborhoods without one’s faith in that congruence being permanently shaken." * Stanford Social Innovation Review *"Nonprofit Neighborhoods adds great value to the long-ongoing discussion and healthy debate about the best way to think of the relationship between civil society and the state. . . Dunning’s book generally and convincingly concludes that publicly funding locally based nonprofit groups to implement policy has, in the end, failed to achieve a more-inclusive government, to reduce urban poverty and inequality, and to dismantle racism." * Philanthropy Daily *"The lessons that Nonprofit Neighborhoods offers on missed opportunity after missed opportunity seem particularly valuable and relevant today." * Philanthropy News Digest *"Dunning’s history helps us see how the federal government’s administrative structure for anti-poverty programs—theorized by social science–driven philanthropists and established by public policymakers—ultimately served to perpetuate urban poverty." * Public Books *“Nonprofit Neighborhoods takes us to the frontlines of the government and philanthropic grantsmanship, municipal power brokering, and street-level protest that brought an evolving, multi-layered infrastructure of “public-private partnership” to Boston’s working-class communities of color starting in the 1960s—promising to resolve problems of poverty with improved social services in the face of widening structural divides. Persuasively argued and analytically nuanced, it tracks the continuities as well as the gradually unfolding transformations in urban policy, politics, and governance that link the social democratic aspirations of Great Society liberalism to the social austerity of our neoliberal age. Dunning provides important insights to all engaged in struggles against inequality—as scholars, policy advocates, practitioners, and activists.” * Alice O’Connor, University of California, Santa Barbara *“Nonprofit Neighborhoods is a revelation. Through a rich archival study of urban renewal in Boston, Dunning elegantly reconstructs how public projects came to be organized around grants and funding competitions. Decentralization and community participation were enhanced, but key decisions remained in the hands of city officials, foundation officers, and increasingly private lenders. The result is an eye-opening analysis of how policy reform transformed democratic governance.” * Elisabeth S. Clemens, University of Chicago *“Nonprofit Neighborhoods is a timely and original account of how the federal government has delegated urban policymaking, social service provision, and anti-poverty efforts to the private sector. This eye-opening book explains the proliferation of urban nonprofits —a distinctive feature of the American welfare state—and offers a sobering critique of the limitations of neighborhood-based solutions to persistent urban inequality.” * Thomas J. Sugrue, New York University *“Nonprofit Neighborhoods makes a paradigm-shifting contribution to the urban and policy history of the second half of the twentieth century. In her important interrogation into the nature of public-private partnerships, Dunning provides important insight into the changing nature of state power and the persistence of structural inequality. Lucidly written and deeply researched, this is an excellent book, poised to recast several scholarly fields.” * Lily Geismer, Claremont McKenna College *“Among the many intesting questions about the history of America’s cities, there are a few democracy-consequential questions whose answers literally define the future. In Nonprofit Neighborhoods, Dunning asks and answers morally uneasy and politically impolite questions such as: Why has the concentration of nonprofits in Black communities perpetuated not alleviated inequality? and How have these nonprofit neighborhoods become ‘spaces of inclusion and exclusion’? With precision, clarity, and subtly, Dunning tells a story of government and private power exerted upon and even undermining nonprofit neighborhoods. This sweeping history is a compelling cartography of power, cities, and race as well as a hopeful map for what America might be—if we but learned from the past.” * Cornell William Brooks, Harvard University *"An exceptional piece of scholarship. . . . scholars have long appreciated the fact that social welfare policy is implemented on the ground by formal nonprofit organizations. Nonprofits have, in turn, become institutionalized as providers of social services. However, Dunning breaks new ground by showing how these taken-for-granted arrangements developed over time, how a diverse group of institutions played a role in cementing them, and what the consequences have been for residents of disadvantaged neighborhoods." * Social Service Review *"Claire Dunning’s book, Nonprofit Neighborhoods, presents a thoughtful critique of the ability of neighborhood nonprofit organizations to address entrenched problems of racism, poverty, and inequality. Using Boston as the focus, Dunning brings a keen scholarly eye to that city’s various urban revitalization and community development initiatives, both locally initiated and funded through an array of federal programs. The book presents a thorough, well-written, and detailed descriptive history of Boston’s efforts, starting in the 1960s, that created a robust group of neighborhood nonprofit organizations." * Journal of Urban Affairs *"This case study of Boston and its environs focuses on a city often ranked among the 10 most segregated in the US. Dunning notes that nonprofit and community organizations have made significant efforts to ameliorate substandard housing in areas predominantly inhabited by Black and brown minorities . . . Recommended." * Choice *Table of ContentsList of Figures Introduction. Neighborhood Nonprofits Chapter 1. The City Chapter 2. The Grantees Chapter 3. The Residents Chapter 4. The Bureaucrats Chapter 5. The Lenders Chapter 6. The Partners Chapter 7. The Coalitions Conclusion. Nonprofit Neighborhoods Acknowledgments Abbreviations Found in Notes Notes Index

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Book SynopsisPresents history of nonprofits, as well as a discussion of the theories and ethical issues surrounding them, and provides guidance on how to create, lead, and manage an effective organization. This book includes chapters that cover key issues in human resources; organizational growth and renewal; strategic planning; and, community relations.Trade ReviewWell structured and clearly written... a welcome addition to the limited literature onmanagement in the third sector. -- Angus McCabe Community Development JournalTable of ContentsList of Figures List of Tables Preface Acknowledgments 1. Nonprofit Organizations Today 2. History and Theories of Nonprofit Organizations 3. Ethical Issues in Nonprofit Organizations 4. Creating Effective Nonprofit Organizations 5. Understanding Nonprofit Organizations 6. Leading and Managing Nonprofit Organizations 7. Key Issues in Human Resources 8. Governing Effectively 9. Organizational Growth and Renewal 10. Strategic Planning 11. Community Relations 12. Principles and Practices of Effective Fund-Raising 13. Program Evaluation 14. Accountability 15. Financial Accountability 16. Nonprofit Organizations Tomorrow Appendix A. The Oakwood Community Center's Articles of Incorporation Appendix B. The Oakwood Community Center's Bylaws Appendix C. Tuft University's Sexual Harassment Policies and Procedures Notes Index

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Book SynopsisTrade Review"Meghan Kallman and Terry Clark's book, The Third Sector, is a rare and valuable academic endeavor synthesizing the development of the third sector in six case countries, and it sheds light on the relationship between the state and the third sector in each country. . . . This book is a valuable addition to the third sector literature."--Social Service Review "The Third Sector is a relevant and useful book for political scientists, sociologists, legal scholars, and anthropologists interested in the relationship between states and citizen, regardless of what country/region they study." --American Review of Public Administration "A worthy addition to the bookshelves of scholars, practitioners and policy makers alike--highly recommended reading."--Voluntas"The most promising contribution of this volume lies in this set of analyses, especially the chapter on the emergence of civil society in China. By bringing attention to the growing third sectors across Asia, the book has the potential to reinvigorate the sociological study of comparative civil society development as well as nonprofit and nongovernmental organizations more broadly."--American Journal of Sociology"The book is a useful addition to a growing body of research on the third sector that is expanding around the world." --Journal of Planning Education and Research

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Book SynopsisTrade Review"Meghan Kallman and Terry Clark's book, The Third Sector, is a rare and valuable academic endeavor synthesizing the development of the third sector in six case countries, and it sheds light on the relationship between the state and the third sector in each country. . . . This book is a valuable addition to the third sector literature."--Social Service Review "The Third Sector is a relevant and useful book for political scientists, sociologists, legal scholars, and anthropologists interested in the relationship between states and citizen, regardless of what country/region they study." --American Review of Public Administration "A worthy addition to the bookshelves of scholars, practitioners and policy makers alike--highly recommended reading."--Voluntas"The most promising contribution of this volume lies in this set of analyses, especially the chapter on the emergence of civil society in China. By bringing attention to the growing third sectors across Asia, the book has the potential to reinvigorate the sociological study of comparative civil society development as well as nonprofit and nongovernmental organizations more broadly."--American Journal of Sociology"The book is a useful addition to a growing body of research on the third sector that is expanding around the world." --Journal of Planning Education and Research

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Book SynopsisHow generosity enriches lives and communitiesTrade ReviewSome books enlighten us, some books inspire us, and some books challenge us to expand our understanding of who we are and who we can become. [This book] does all three. . . . It simply surpasses all other books in the field, but more importantly, it expands our understanding of the field of philanthropy and of ourselves and our potential. -- Heather Wood Ion * Contributing Editor *. . . provides a rich understanding of humanity and how we must live in community.2010 -- Kirby Hughes Gould * Christian Church Foundation *Short, sweet, and a pleasure to read, [this book] reminds us that we are capable of contributing much more when we see ourselves in the company of those who depend on us to make the most of what we have been given. * Philanthropy News Digest *Table of ContentsPrefaceAcknowledgments1. Imagining Philanthropy2. The Golden Rule3. Four Gifts4. The Potential to Share5. The Good Samaritan6. Egoism, Altruism, and Service7. Doing Well by Doing Good8. Idealists and Realists9. What Are We Part of?10. The Seven Deadly Sins11. Materialist Philanthropy12. Whoever Has Will Receive More13. Hoarding and Sharing14. Lessons from the Least15. Lower and Higher16. Who Is Expendable?17. How Much and How Well?18. Are We Hospitable?19. Rules and Aspirations20. Suffering21. Treasure in Earthen Vessels22. Ethics and MetaphysicsSuggested ReadingsIndex

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Book SynopsisWho tends to volunteer and why? What causes attract certain types of volunteers? What motivates people to volunteer? Making use of survey information to offer a detailed portrait of the volunteer in America, this work provides a resource for everyone who works with volunteers or is interested in their role in contemporary society.Trade ReviewThis book tells you everything you ever wanted to know about who volunteers and why, and probably a bit more besides. Well, actually, it tells you everything that is known or measured about why different people volunteer, whilst also highlighting the many remaining questions where data has yet to be collected. With over five hundred pages of text crammed full of survey data and references to existing studies (plus another 150 or so pages of appendices and references), this must be one of the most comprehensive publications on volunteering to date.... The book is divided into six parts, with the bulk being devoted to an exploration of why people volunteer, or more specifically why some people volunteer more than others. In considering this question, the book divides its analysis into three main groups of explanations. Each group contains a number of different theories, most with numerous (and sometimes contradictory) empirical studies either giving weight to or against these theories. The first group of explanations is those based on ideas of 'subjective dispositions', which argue that individuals' personalities, motivations and values can all influence whether or not people volunteer. Here, for example (and perhaps unsurprisingly given their sociological backgrounds), the authors largely dismiss the psychologists' arguments that motivations alone can be used to explain patterns of volunteering, arguing instead that understanding motives is only the beginning of understanding why some people volunteer and others do not. The second group of explanations focuses on 'individual resources', and explores how factors such as socio-economic status, time, health, gender and race can influence whether or not people volunteer. For example, women are more likely to volunteer than men, although they do not volunteer more hours. This may in part be due to cultural factors (for example the proposition that women tend to be the more empathetic gender) but also may be due to social practices (it is known that women are more likely to attend church and that church attendance influences volunteering), and the influence of other roles women perform (for example mothers get involved in volunteering opportunities through their children's school and clubs). The third group of explanations looks at the social context of volunteering, including life course, social resources, volunteer recruitment practices and regional location, to argue that volunteering is influenced and structured by the organisational and institutional environment. This part of the book contains chapters on trends in volunteering and international comparisons, focusing not on 'describing differences' over time or space but on 'providing explanation'. The book also includes sections on the organisation of volunteering, the impact of volunteering on volunteers, and a discussion on the definition of volunteering. Overall, it gives a comprehensive and accessible summary that provides evidence for many long-held assumptions about volunteering, whilst also challenging some of those assumptions.... -- Angela Ellis Paine * Philanthropy UK *Volunteers . . . is a must read for anyone doing formal research on volunteers or voluntary organizations. It is a comprehensive overview of volunteers that is unmatched. It will be a helpful reference for anyone involved in public policy that relies on the voluntary sector. . . . Musick and Wilson have produced an exceleent profile of the volunteer that will be referenced for years to come. * Community Development *[F]or the novice reader as well as the scholar more immersed in the field, this is the one book to have because of its coverage and sharp insights. The authors have created, in a sense, both an encyclopedia and a guide for future research. * Social Forces *This book tells you everything you ever wanted to know about who volunteers and why. . . With over five hundred pages of text crammed full of survey data and references to existing studies (plus another 150 or so pages of appendices and references), this must be one of the most comprehensive publications on volunteering to date.September 2008 -- Angela Ellis Paine * Institute for Volunteering Research *Sociologists Musick (Univ. of Texas) and Wilson (Duke Univ.) offer a fairly comprehensive review of the current state of the art in the use of volunteers in the US, with one chapter addressing international issues. . . . Well referenced and indexed. Summing Up: Recommended. Libraries serving departments of counseling, sociology, or social work, upper-division undergraduates and above.February 2009 * Choice *. . . What Musick and Wilson did is short of a miracle. They assembled hundreds of sources and shed bright light on a major theme in the field of studying volunteering. Every scholar and every student of volunteering will have to start with this comprehensive volume. This book is a blessing to all volunteer scholars. I take my hat off to the authors.Vol. 38.3 2009 -- Ram A. Cnaan * University of Pennsylvania *The opening chapters of the volume are enticing and lucid. The authors ground the sociological understanding of volunteerism in sociology's foundational concern with altruism. They note that recent interest in volunteerism has been sparked not only by a political milieu in which government programs encourage civic involvement in the public sphere but also by theoretical shifts in the understanding of work and social movements, as well as by interest in care work, paid and unpaid, advanced by feminist scholars. . .Vol. 38.3 -- REBECCA A. ALLAHYARI * School for Advanced Research *It is indeed a milestone, the first comprehensive textbook in the study of volunteering, with an impressive review of the literature complemented by the authors' own empirical analysesEasily accessible, each part and each chapter of the book start with a brief and basic introduction of the main themes, questions, and theories covered. The authors reach a fine balance between 'introduction to the topic' and 'advanced discussion' based on the international state-of-the-art research in the field. They succeed in integrating both quantitative and qualitative research from different disciplines and explain carefully the differences among disciplines, with a focus on sociology, psychology, and economic theories. For these reasons, the book promises to attract a wide readership and is a must-read for anyone who wants an introduction to the study of volunteering.vol. 19, no. 4, Summer 2009 -- FEMIDA HANDY / LESLEY HUSTINX * Nonprofit Management & Leadership *Table of ContentsPrefaceAcknowledgmentsPart 1. An Introduction to Volunteering1. The Importance of Studying Volunteering2. What Is Volunteering?Part 2. Subjective Dispositions3. Personality4. Motives5. Values, Norms, and AttitudesPart 3. Individual Resources6. Socio-Economic Resources7. Time and Health8. Gender9. RacePart 4. The Social Context of Volunteering10. The Life Course: The Early Stages11. The Life Course: The Later Stages12. Social Resources13. Volunteer Recruitment14. Schools and Congregations15. Community, Neighborhood, City, and Region16. Cross-National Differences17. Trends in VolunteeringPart 5. The Organization of Volunteer Work18. Volunteer Tasks19. The Volunteer RolePart 6. The Consequences of Volunteering20. Citizenship and Prosocial Behavior21. Occupation, Income, and Health22. ConclusionAppendixNotesReferencesIndex

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Book SynopsisAs the number and size of nonprofit organizations continues to grow, NFPs are coming under ever-increasing government scrutiny. Soon Congress will require that nonprofits comply with rigorous accounting and governance standards very similar to those set forth for for-profits in the Sarbanes-Oxley Act.Table of ContentsForeword xix Introduction 1 Part I: Nonprofits in the 21st Century 7 Chapter 1: Defining and Scrutinizing the Nonprofit Sector 9 Chapter 2: Regulating Nonprofits: Who’s in Charge? 21 Chapter 3: The State of the Nation’s Nonprofits 33 Part II: The Nuts and Bolts of Nonprofits 45 Chapter 4: Starting Up and Staying True to the Mission 47 Chapter 5: Getting Tax-Exempt Status 69 Chapter 6: Paying Nonprofit Directors, Officers, Staff, and Volunteers 87 Part III: Structuring a Nonprofit to Meet Its Mission 101 Chapter 7: Filing the Dreaded Form 990 103 Chapter 8: The Responsibilities of the Board 117 Chapter 9: Creating the Right Committee Structure 135 Chapter 10: All About Audit Committees 141 Part IV: Some Special Types of Nonprofits 151 Chapter 11: Forming a Solid Foundation 153 Chapter 12: Capitalizing on Cooperatives 165 Part V: Legal Landmines 179 Chapter 13: Existing in a World of Sarbanes-Oxley 181 Chapter 14: Some Sticky Accounting Issues That All Nonprofits Face 199 Chapter 15: Communicating Comfortably with the IRS 217 Part VI: The Part of Tens 227 Chapter 16: More Than Ten Web Sites Every Nonprofit Should Visit 229 Chapter 17: Ten Questions to Ask Before Agreeing to Join a Nonprofit Board 235 Chapter 18: Ten Ways to Lose Tax-Exempt Status 243 Chapter 19: Ten Tips for Dealing with the Media 249 Part VII: Appendixes 255 Appendix A: Sample Nonprofit Bylaws 257 Appendix B: Sample Audit Committee Report 261 Appendix C: State Regulatory Authorities for Nonprofits 263 Appendix D: Selections from the Revised Model Nonprofit Corporation Act (1987) 275 Index 325

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Book SynopsisNonprofit Law for Religious Organizations: Essential Questions & Answers is a hands-on guide to the most pertinent and critical legal issues facing those who lead and manage religious tax-exempt organizations with an emphasis on tax, employment, property and constitutional law. This timely book is a response to the need for guidance, direction, and clarification of legal and tax laws affecting churches and other religious organizations.Table of ContentsPart I Creation of a Nonprofit Organization 1 Chapter 1 Nonprofit Organizations—Generally 3 Chapter 2 Governance: Principles and Documents 13 Chapter 3 Religious Nonprofit Organizations and Churches—Generally 27 Chapter 4 Administration of a Congregational Church 35 Chapter 5 The Board of Directors 43 Chapter 6 Conflicts of Interest 53 Chapter 7 Expenditure of the Religious Nonprofit Organization’s Funds 59 Chapter 8 Acquiring Tax-Exempt Status 67 Chapter 9 The IRS Annual Information Return 97 Part II Ministers, Employees, and Volunteers 107 Chapter 10 Clergy, Ministers, and Pastors 109 Chapter 11 Employee Rights 127 Part III Operation of a Religious Nonprofit Organization 139 Chapter 12 General Operations 141 Chapter 13 Charitable Giving Rules 147 Chapter 14 Combinations of Entities 175 Chapter 15 Liability of Religious Organizations 199 Chapter 16 Insurance Coverage Considerations 207 Chapter 17 Real Property and the Religious Nonprofit 213 Chapter 18 Competition and Commerciality 219 Chapter 19 Intellectual Property 233 Chapter 20 Lobbying and Political Activities 239 Chapter 21 Employee Compensation 249 Chapter 22 Intermediate Sanctions 273 Chapter 23 Unrelated Business Activities 293 Chapter 24 IRS Audits of Religious Nonprofit Organizations 313 Part IV The Constitution, Religious Freedom, and Interaction with the Government 325 Chapter 25 Protection of Religious Liberties 327 Chapter 26 Guidance on Partnering with the Federal Government 333 Index 347

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Book SynopsisThis is a new edition of Strategic Communications for Nonprofits, which was first published in 1999. It is an up-dated, nuts-and-bolts guide to helping nonprofits design and implement successful communications strategies. The bookoffers a unique combination ofstep-by-step guidance on effective media relations andassistance in constructingand developing an overall communications strategy aimed atcreating social or policy change. It first explains the basic principles of a strategic communications strategy that will define the target audiences you need to reach and tells how to develop the messages and messengers you use to reach them. The book then goes on to address specific issues like earning good media coverage, building partnerships to increase available resources, handling a crisis, and more. This second edition builds on the earlier work and includes new case studies, new trends in media and branding, ethnic media issues, and trends in technology.Table of ContentsForeword ix Acknowledgments xiii About the Authors xvii About CCMC xix Introduction xxi 1 The Basics of Strategic Communications 1 2 Elements of a Strategic Communications Plan 14 3 Conducting Research and Targeting Audiences 35 4 Framing and Developing Messages 44 5 Navigating a Changing Industry 57 6 Making the Most of Your Resources 69 7 Earning Good Media Coverage 76 8 Responding to a Media Crisis and Managing Backlash 113 9 Selecting and Training Spokespeople 128 10 Capitalizing on the Power of Partnerships 139 11 Chapters Online: Graphics, Advertising, and Evaluation 150 Resources 153 Index 167

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Book SynopsisWritten by Ron Mattocks, Zone of Insolvency shines a bright and urgent light on the real issue of creating financial strength across the whole spectrum of nonprofit organizations. This insightful book uniquely shows you how to rise above business as usual with workable solutions to launch your organization out of the Zone of Insolvency and into financial viability.Table of ContentsPart One: Perspective. 1. United Way of America: Business or Charity? 2. Foundation for New Era Philanthropy: Too Good To Be True. 3. Allegheny Health, Education & Research Foundation: Toxic Growth. 4. National Allianceace of Business: Proactive In Closure. 5. United Way National Capital Area: Rights of Ownership. 6. Baptist Foundation of Arizona: Too Good To Be True (Act II). 7. Western Fairfax Christian Ministries: Faith Vs. Prudence. 8. American Red Cross: Aggressive Stance Against Fraud. 9. Electronic Industries Alliance: Dissolution Celebration. 10. Women in Community Service: Know When To Fold 'em. Part Two: Naming the Disease. 11. Detecting the Zone of Insolvency. 12. Governance Risks. Part Three: Symptoms. 13. Fundraising Hazards. 14. Dissolution Issues. 15. Common Characteristics of Financially Distressed Nonprofits. 16. Common Characteristics of Financially Strong Nonprofits. Part Four: The Cure. 17. Assessment. 18. Acknowledgement. 19. Commitment. 20. Action. 21. Conclusion.

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Book SynopsisGrantwriters often have little or no training in the practical task of grantseeking. In Storytelling for Grantseekers, Second Edition , Cheryl Clarke presents an organic approach to grantseeking, one that views the process through the lens of the pleasures and rewards of crafting a good story.Table of ContentsExamples ix Foreword xi Preface xv Acknowledgments xix The Author xxi Introduction: Why Storytelling? 1 One: First Steps: Getting Ready for Grantseeking 5 Two: Research and Relationships: Finding and Cultivating Your Audience 17 Three: The Short Story: Writing Letters of Inquiry 37 Four: The Proposal Narrative: Introducing the Characters and the Place 47 Five: The Need or Problem: Building Tension and Conflict into Your Story 65 Six: Goals, Objectives, and Methods: Making Changes by Addressing the Problem 87 Seven: Evaluation and Future Funding: Writing the Epilogue and Planning for a Sequel 101 Eight: The Budget: Translating Your Story from Words to Numbers 113 Nine: The Summary, Titles, and Headings: Preparing Your Marketing Copy 131 Ten: Packaging: Publishing Your Proposal Story 141 Eleven: Site Visits and Beyond: Interacting with Funders 159 Twelve: Beyond Grants: Applying the Storytelling Method 169 Afterword 177 Appendix: The Final Manuscript: Two Letter Proposal Samples 179 Index 185

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Book SynopsisThe only nonprofit orientation to coaching skills available, Coaching Skills for Nonprofit Leaders will provide nonprofit managers with an understanding of why and how to coach, how to initiate coaching in specific situations, how to make coaching really work, and how to refine coaching for long-term success. Coaching Skills for Nonprofit Leaders offers practical steps for coaching leaders to greatness and complements the academic and theoretical work in nonprofit leadership theory. The book can be used by the coaching novice as a thorough topical overview or by those more experienced with coaching as a quick reference or refresher. Based on the Inquiry Based Coaching? approach, Coaching Skills will strengthen and expand the reader?s ability to drive organization mission, while retaining the intrinsic values of the nonprofit culture and working towards outcomes that create a culture of discipline and accountability and empower others to be evenTable of ContentsFigures, Charts, Exercises, and Worksheets ix Acknowledgments xi Preface: A Note from the Authors xiii Introduction: Why Coaching Now? xix One What Coaching Can Bring to Your Role 1 What a Coaching Manager Does Differently 3 Using the Coaching Approach to Manage Others 10 What Coaching Is Not 14 How Coaching Differs from Other Ways of Developing Staff 16 Opportunities to Coach 18 The Approach We’ll Be Using 21 Two Foundational Coaching Skills 23 Skill 1: Listening 25 Skill 2: Inquiring (the Skill of Inquiry) 39 Skill 3: Giving Feedback 58 Skill 4: Sharing 82 Three The Coaching Framework 91 The Framework: Short Version 92 1. Clarify the Focus: Get to the Point 95 2. Identify the Goal: Know Where the Conversation Is Heading 100 3. Develop Solutions: Identify What’s Needed to Get from A to B 104 4. Create Accountability: Call Forth Commitment and Ownership 110 Put It All Together 113 Four The Coaching Mind-Set 121 Believing in Others 123 Managing Needs 130 Earning Trust and Showing Respect 135 Staying Connected 139 A Word About Confidentiality 149 Five Knowing When to Use a Coaching Approach 151 Providing Coaching for the Different Stages of Learning 152 Coaching When the Manager Sets the Focus 158 What to Do When Coaching Is Not Working 163 More Opportunities to Coach 167 Six Coaching in the Nonprofit Workplace 169 Coaching Up, Down, and Across the Organization 171 Coaching and Self-Management 190 Coaching in Difficult Situations 194 Coaching Top Performers 228 Seven What’s Next: Developing a Coaching Culture in Your Organization 237 What Is a Coaching Culture, and Why Bother with It? 238 Factors to Consider in Creating a Coaching Culture 239 Conclusion 248 Resource A: Coaching Manager Self-Assessment 249 Resource B: Questions, Questions, and More Questions 257 Resource C: Practicing Culturally Aware Coaching 275 Resource D: Additional Information 281 References 288 Index 292 About the Authors 300 CompassPoint Nonprofit Services 302

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Book SynopsisMuch has changed since the second edition came out in 2000. Nonprofits are much more competitive, managed care has taken hold at the state and federal level, and radical changes in information technology have occurred.Table of ContentsAcknowledgments xi Preface to the Third Edition xiii About the Author xv Chapter 1 Introduction 1 A look at three core philosophies, who the book is written for, how the book is designed, and how to get the most from reading it. Chapter 2 Where We Were, Where We Are, Where We Are Going 13 A brief history of the nonprofit world, an examination of the relationship between nonprofits and their funders, and an updated prediction of the nonprofit world for the next ten years. Chapter 3 What Works: The Characteristics of a Successful Nonprofit 31 An updated list of the ten things that a nonprofit needs to continue to do its mission well in the twenty-first century. Chapter 4 The Mission is the Reason 39 How to get the most benefit from the reason that nonprofits exist. For many, the mission is an underutilized resource. A discussion on updating and then using a motivational mission statement. Chapter 5 Being Ethical, Accountable, and Transparent 55 Effective nonprofits are highly ethical, accountable to their communities, and transparent both inside and outside the organization. The best ways to do this on the highest moral plane possible is covered. Chapter 6 A Businesslike Board of Directors 73 What an effective board is, and what the board’s and the staff’s respective roles are. Reducing board liability and recruiting and retaining a board will be covered as well. Chapter 7 Leading Your People 97 A new approach to nonprofit leadership that succeeds in today’s high-speed, information-driven environment, also including better communications, evaluations, and rewards. Chapter 8 Embracing Technology for Mission 123 How to use technology to better serve, manage, inform, market, empower, and compete in today’s all-tech, all-the-time environment. Chapter 9 Creating a Social Entrepreneur 143 How to develop a culture that takes reasonable risks on behalf of the people it serves. The criteria of a social entrepreneur. How to focus on your core competencies and remain flexible. Chapter 10 Developing a Bias for Marketing 171 The best way to bring your entire team into the marketing process, to discover who your markets really are, and how to meet their needs and wants. The characteristics of a market-driven and mission-based organization. Why asking is so important. Chapter 11 Financial Empowerment 195 The eight key characteristics of a financially empowered nonprofit, better internal reporting, and how a nonprofit can keep what it earns. Chapter 12 A Vision for the Future 233 How to plan where you are going, and how to get the most from the planning process as well as from the plan itself. Sample plan outlines. Chapter 13 The Controls That Set You Free 255 The way to get the most from nine different kinds of policies, including a tested method for their development and enforcement. Chapter 14 A National Agenda: Empowering Our Nonprofits 275 A new way of looking at nonprofits for everyone to consider: funders, donors, volunteers, staff, board, the public, and the press. What we all need to do together to improve, free, embolden, and empower the nonprofits that are so essential to our community. Chapter 15 Final Words 289 Index 293

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Book SynopsisA line-by-line preparation guide to the completely new and revised Form 990 for nonprofit organizations The accurate and complete preparation of Form 990?the information return that must be filed annually by most types of tax-exempt organizations?is a key factor in maintaining public image and fundraising capabilities. The newly redesigned Form 990 was released in December 2008 with significant revisions to the initial June 2007 draft. Preparation of the new return will require tax-exempt organizations to gather extensive new information about their activities for disclosure on the new form beginning with their 2008 tax year. In Revised Form 990: A Line-by-Line Preparation Guide, authors Jody Blazek?who with other AICPA Task Force members was instrumental in effecting changes to the original IRS draft of the form?and Amanda Adams, provide step-by-step and line-by- ine analysis and preparation guidelines for nonprofit professionals and nonprofessionals alike charTable of ContentsPreface ix Acknowledgments xiii About the Authors xv Chapter 1: Redesigned Form 990 1 § 1.1 History of Redesign Project 3 § 1.2 Highlights of Revised Form 990 5 § 1.3 Filing of New Form Delayed for Many 9 § 1.4 Find Out Why Organization Qualifies for Tax Exemption 10 § 1.5 Who Is Required to File What 11 § 1.6 Filing for New Organizations 12 § 1.7 Who Is Not Required to File 12 § 1.8 Filing Deadline and Fiscal Year 13 § 1.9 New Form 990-N (e-Postcard) 13 § 1.10 Electronic Filing of Returns 14 § 1.11 Group Returns and Annual Affidavit 15 § 1.12 Public Inspection of Forms 990 and 1023/1024 16 Notes 17 Appendix 1A: 6/14/07 Draft of Core Form 19 Appendix 1B: BV Suggested Revisions 29 Appendix 1C: Form 990-EZ 30 Chapter 2: Good Accounting Makes a Good 990 35 § 2.1 Tax Accounting Methods 37 § 2.2 Professional Accounting Standards 38 § 2.3 Chart of Differences Between GAAP and IRS Rules 42 Notes 45 Chapter 3: The Core 47 § 3.1 2008 Form 990 Core 47 § 3.2 Part I Summary 48 § 3.3 Part II Signature Block 50 § 3.4 Part III Statement of Program Service Accomplishments 50 § 3.5 Part IV Checklist of Required Schedules 53 § 3.6 Part V Statements Regarding Other IRS Filings and Tax Compliance 56 § 3.7 Part VI Governance, Management, and Disclosure 64 § 3.8 Part VII Compensation of Officers, Directors, Trustees,Key Employees, Highest Compensated Employees, and Independent Contractors 73 § 3.9 Part VIII Statement of Revenue 81 § 3.10 Part IX Statement of Functional Expenses 88 § 3.11 Part X Balance Sheet 95 § 3.12 Part XI Financial Statements and Reporting 97 Notes 97 Appendix 3A: Transactions with Interested Parties Questionaire 100 Chapter 4: Form 990, Schedules A through R 103 § 4.1 Schedule A 103 § 4.2 Schedule B 120 § 4.3 Schedule C 125 § 4.4 Schedule D 132 § 4.5 Schedule E 146 § 4.6 Schedule F 149 § 4.7 Schedule G 155 § 4.8 Schedule H 160 § 4.9 Schedule I 165 § 4.10 Schedule J 170 § 4.11 Schedule K 173 § 4.12 Schedule L 174 § 4.13 Schedule M 182 § 4.14 Schedule N 188 § 4.15 Schedule O 192 § 4.16 Schedule R 195 Notes 200 Appendix 4A: State Unified Registration Statement 204 Appendix 4B: Interested Party by Part and Type 223 Chapter 5: Form 990-T: Exempt Organization Business Income Tax Return 225 § 5.1 What Is Unrelated Business Income? 226 § 5.2 Exceptions and Modifications from Tax 228 § 5.3 Unrelated Debt-Financed Income 231 § 5.4 Who Files Form 990-T? 233 § 5.5 Due Dates, Tax Rates, and Other Filing Issues 234 § 5.6 Normal Income Tax Rules Apply 236 § 5.7 The Unique Design of the 990-T 238 § 5.8 Categories of Deductions 243 § 5.9 Cost Allocations 246 § 5.10 In-Kind Donations 248 Notes 248 Appendix 5A: Analysis of Corporation versus Trust 990-T Issues 252 Chapter 6: The Private Foundation Return 253 § 6.1 Successful Completion of Form 990-PF 253 § 6.2 The Part I Columns 255 § 6.3 Line-by-Line Instructions for Revenues 257 § 6.4 Line-by-Line Instructions for Expenditures 261 § 6.5 Part II: Balance Sheets 265 § 6.6 Part III: Analysis of Changes in Net Worth or Fund Balances 266 § 6.7 Part IV: Capital Gains and Losses for Tax on Investment Income 267 § 6.8 Reports Unique to Private Foundations 268 § 6.9 Part V: Reducing the Tax Rate 268 § 6.10 Part VI: Calculating the Excise Tax 269 § 6.11 Part VII-A: Proof of Ongoing Qualification for Exemption 270 § 6.12 Part VII-B: Questions Seeking Evidence That No Sanctions Apply 275 § 6.13 Part VIII: Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors 276 § 6.14 Part IX-A and B: Summary of Direct Charitable Activities and Program-Related Investments 278 § 6.15 Part X: Minimum Investment Return 279 § 6.16 Part XI: Distributable Amount 279 § 6.17 Part XII: Qualifying Distributions 280 § 6.18 Part XIII: Undistributed Income 280 § 6.19 Part XIV: Private Operating Foundations 282 § 6.20 Part XV: Supplementary Information (Lines 1–2) 282 § 6.21 Part XV: Grants and Contributions Paid During the Year or Approved for Future Payment (Line 3) 283 § 6.22 Part XVI-A: Analysis of Income-Producing Activity 285 § 6.23 Part XVII: Information Regarding Transfers to and Transactions and Relationships with Noncharitable Exempt Organizations 286 Notes 287 Index 289

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Book SynopsisHow to make strategic plan to help your nonprofit navigate turbulent financial waters and achieve strengthened revenues During this time of upheaval and instability with the country''s financial markets and economy, you might be wondering how your nonprofit can emerge stronger from this unprecedented turmoil and prepare for future economic cycles. Practical and timely, Nonprofit Finance for Hard Times: Leadership Strategies When Economies Falter helps your nonproft get strategic in the weak economy. Nonprofit Finance for Hard Times shows you how surviving the current economic conditions means dedicating yourself to understanding the details of the current financial crisis and identifying those Board members and other leaders who can give you deep analysis on the crisis and act as your analysts of the winners and losers in real time. Emphasizes that the core of all strategy is engagement Helps you reassess your nonprofit''s coTable of ContentsList of Exhibits xi List of Cases and Commentary xv Preface xix Acknowledgments xxi About the Author xxiii CHAPTER 1 Beginning at the Beginning: Public Charities on the Economic Landscape 1 The Present Departs from the Past 2 A Complex and Poorly Documented Sector 4 An Economic Engine 7 Nonprofits as Masters of Their Own Fate in Economic Turmoil 8 CHAPTER 2 Setting the Larger Stage: A Philosophy of Philanthropy 11 A Fundamental Question 12 Engagement as Differentiator 13 Passion and Leadership 14 CHAPTER 3 Philanthropy within Financial Structures: Defining Overall Nonprofit Revenue 17 Sectoral Distinctions and Revenue Structure 19 Size Distinctions and Revenue Structure 29 Summary: The Prerequisite for Strategy Refinement in Hard Times 31 CHAPTER 4 Emerging Nonprofit Revenue Parameters: Accommodating Change in the Interests of Stability 35 The Definition of a "Nonprofit" 36 Globalization of Economies, Leadership, and Philanthropy 40 Technology: The Emergence of Social Networking 41 Demographics as Destiny 45 Summary 57 CHAPTER 5 Institutions Blaze New Trails: Innovations in Philanthropic Financial Support Strategies 61 Traditional Foundation Giving 62 New Strategies for Supporting Societal Missions 65 Cause-Related Marketing 74 Capitalizing on Innovation: The Prerequisite of Planning 77 CHAPTER 6 Does the Economy Matter? The Complexity of Economic Cycles and Nonprofit Revenues 81 The Opportunity of Cycles 82 Nonprofits and Economic Change: Treating Mission as a Sail, Not an Anchor 82 The Past Record of Private Contributions and the Economy 84 Disaggregating Data for Deeper Relationships 88 Disaggregating to the Level of State Economies 90 A Note on Government Roles 95 Five Insights to Guide Strategic Directions 95 CHAPTER 7 A Systems Approach to Revenue Strategy 103 The Imperative of Letting Go: Paradigmatic Shifts 104 The Shifting Basis for Strategy 107 The Context of an Analytic Framework for Strategy 109 Proposed Analytic Framework to Organize Strategy 114 Populating the Framework 118 CHAPTER 8 Common Principles for Robust Strategy 121 A Note on Mission 122 Strategic Principle One: Value the People 123 Strategic Principle Two: Innovate 126 Strategic Principle Three: Expect and Accept Nothing Less than Excellence 129 Strategic Principle Four: Passion Matters but So Do Skills 132 Strategic Principle Five: Know Yourself 133 CHAPTER 9 Getting Down to Specifics: Strategy for Complexity 135 Understanding Movement within the Analytic Framework 135 Expressive Philanthropy: Strategy Base = Communicating Shared Values 137 Rising Expectations: Strategy Base = Evidence and Interest Alignment 143 Quasi-Markets: Strategy Base = Competitive Self-Reliance 151 Pure Markets: Strategy Base = Linking to Outside Commercial Success 157 Crossing the Strategy Area Boundaries 161 CHAPTER 10 Prevent Where Possible, Cure Where Necessary: Strategic Steps to Prepare for and Respond to Economic Crisis 165 Steps to Prevent Organizational Crisis in Economic Hard Times 166 Steps to Cure the Effects of Organizational Crisis in Economic Hard Times 172 Final Comments: A Call to Leadership 175 CHAPTER 11 Reprise on Philanthropy: Why Bother? 177 CHAPTER 12 Making a Difference in the World by Aligning Yourself with the Poor 181 Index 191

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Book SynopsisJust about everything an exempt organization does amounts to one or more businesses, these businesses are regularly carried on, and these businesses are related, unrelated, or shielded from taxation by a statutory exception.Table of ContentsPreface. Chapter One: Tax Exemption and Unrelated Business: Introduction. 1.1 Tax Exemption: A Perspective. 1.2 Source of Tax Exemption. 1.3 Tax-Exempt Organizations. 1.4 Philosophical Principles of Exempt Organizations Law. 1.5 Categories of Tax-Exempt Organizations. 1.6 Rationale for Unrelated Business Rules. 1.7 Organizations Subject to Unrelated Business Rules. 1.8 Tax Exemption and Competition. 1.9 Concise History of the Unrelated Business Rules. 1.10 Private Inurement and Private Benefit. 1.11 Determining Allowable Unrelated Business. Chapter Two: Unrelated Business: The Basics. 2.1 The Analytic Framework. 2.2 Definition of Trade or Business. 2.3 Fragmentation Rule. 2.4 Profit Motive Requirement. 2.5 Definition of Regularly Carried On. 2.6 Definition of Related Business. 2.7 Definition of Substantially Related Business. Chapter Three: Modifications. 3.1 Passive Income in General. 3.2 Dividends. 3.3 Interest. 3.4 Securities Lending Income. 3.5 Certain Consideration. 3.6 Annuities. 3.7 Royalties. 3.8 Rent. 3.9 Other Investment Income. 3.10 Capital Gains. 3.11 Gain from Lapses or Terminations of Options. 3.12 Loan Commitment Fees. 3.13 Research Income. 3.14 Electric Companies’ Member Income. 3.15 Foreign Source Income. 3.16 Brownfield Sites Gains. 3.17 Religious Order Rule. 3.18 Charitable Deduction. 3.19 Specific Deduction. 3.20 Net Operating Losses. Chapter Four: Exceptions. 4.1 Convenience Businesses. 4.2 Businesses Conducted by Volunteers. 4.4 Entertainment Activities. 4.5 Trade Shows. 4.6 Hospital Services. 4.7 Gambling Activities. 4.8 Associate Member Dues. 4.9 Low-Cost Articles. 4.10 Mailing Lists. 4.11 Businesses of Employees’ Associations. 4.12 S Corporation Holdings and Sales. 4.13 Pole Rental Activities. Chapter Five: Unrelated Debt-Financed Income Rules. 5.1 History and Overview of Rules. 5.2 Unrelated Debt-Financed Income. 5.3 Debt-Financed Property. 5.4 Acquisition Indebtedness. 5.5 Computation of Unrelated Debt-Financed Income. Chapter Six: Special Rules. 6.1 Rules for Social Clubs. 6.2 Rules for Certain Other Tax-Exempt Organizations. 6.3 Private Foundation Rules. 6.4 Partnership Rules. 6.5 Advertising. 6.6 Corporate Sponsorships. Chapter Seven: Commercial Activities. 7.1 Commerciality Doctrine: Origins. 7.2 Contemporary Perspective on Doctrine. 7.3 Commercial-Type Insurance Rules. 7.4 Credit Counseling Organizations. 7.5 Social Enterprise Movement. 7.6 Commerciality and Unrelated Business Rules. Chapter Eight: Use of Separate Entities. 8.1 Necessity of Separate Entity. 8.2 Choice of Form. 8.3 Element of Control. 8.4 Attribution Considerations. 8.5 Capitalization. 8.6 Sharing of Resources. 8.7 Liquidations. 8.8 Controlled Organizations. 8.9 Partnerships and Joint Venture Basics. 8.10 Flow-Through Entities. 8.11. Partnerships—Details. 8.12 Limited Liability Companies—Details. 8.13 Other Joint Ventures. 8.14 Whole Entity Joint Ventures. 8.15 Ancillary Joint Ventures. 8.16 Law-Imposed Joint Ventures. 8.17 Look-Through Rule—Details. Chapter Nine: Contemporary Applications of the Unrelated Business Rules. 9.1 Educational Institutions. 9.2 Health Care Providers. 9.3 Museums. 9.4 Associations. 9.5 Labor and Agricultural Organizations. 9.6 Fundraising Activities. 9.7 Travel Opportunities. 9.8 Provision of Services. 9.9 Sharecrop Leasing. 9.10 Retirement Plan Reversions. 9.11 Exempt Functions as Unrelated Business. 9.12 Other Instances of Related Business. 9.13 Other Instances of Unrelated Business. 9.14 Agency Rule. Chapter Ten: Unrelated Business and the Internet. 10.1 State of the “Law”. 10.2 Two Overarching Issues. 10.3 Web-Based Business: Tax Law Perspective. 10.4 Web Site Advertising. 10.5 Web Site Corporate Sponsorships. 10.6 Trade Shows. 10.7 Merchandising. 10.8 Auctions. 10.9 Charity Malls. 10.10 Merchant Affiliate Programs. 10.11 Associations. 10.12 Web Site Material as Periodical. 10.13 Royalty Arrangements. 10.14 Questions Posed by IRS Announcement. 10.15 Summary. Chapter Eleven: Reporting Requirements. 11.1 Tax Structure. 11.2 Deduction Rules. 11.3 Annual Information Return. 11.4 Unrelated Business Income Tax Return. 11.5 Other Rules Concerning Preparation and Filing of Return. Appendices. Appendix A: Sources of the Law. Appendix B: Internal Revenue Code Sections. Appendix C: Glossary. Appendix D: Form 990. Appendix E: Form 990 T. Appendix F: Codes for Unrelated Business Activity. Tables. Table of Cases. Table of IRS Revenue Rulings and Revenue Procedures. Table of IRS Private Determinations Cited in Text. Table of Related IRS Private Determinations. Table of Cases Discussed in Bruce R. Hopkins’ Nonprofit Counsel. Table of IRS Private Determinations Discussed in Bruce R. Hopkins’ Nonprofit Counsel. Index.

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Book SynopsisFrom a leading expert on nonprofit marketing, the only marketing handbook a nonprofit manager will ever need-now fully revised and updated In Successful Marketing Strategies for Nonprofit Organizations, Second Edition, nonprofit marketing guru Barry J. McLeish shares everything he''s learned during more than two decades managing and consulting nonprofits of every shape and size. Skipping all the arcane theory and the business school jargon, he gives you clear, step-by-step advice and guidance and all the tools you need to develop and implement a sophisticated marketing program tailored to your organization''s needs and goals. New sections on the new media available to nonprofit marketers Techniques for analyzing your market and developing a comprehensive marketing plan Marketing strategies that will support fund-raising, promote new services, and enhance your organization''s reputation and visibility Methods for developing a markTable of ContentsPreface xv Acknowledgments xxxi Part I Introduction 1 Chapter 1 A New Way of Doing Business for the Nonprofit Organization 3 The Need for a New Marketing Orientation 4 Dealing with Nonprofit Organizations in Flux 5 Marketing to the External World 10 Marketing Defined 10 Develop an Outline of Marketing Strategies 13 The Marketing Task 18 Marketing Tools 22 Use Distinctive Competencies to Assess the Competition 26 Summary 27 Chapter 2 The Development of a Marketing Strategy 29 Why a Marketing Strategy? 31 First Steps in Defining Strategy 33 The Operating Environment’s Effects on Marketing Strategy 38 First Steps to a Competitive Strategy 47 Breaking with Tradition to Remain Flexible 48 Summary 49 Chapter 3 The Phased Strategic Marketing Plan 51 External-Analysis Phase 52 Internal-Analysis Phase 56 Market-Development Phase 57 Strategy-Selection Phase 59 Presentation of the Plan 59 Summary 60 Part II The External Analysis 61 Chapter 4 External Analysis: Client, Donor, Volunteer, and Competitor Research 63 The Importance of Continuous Listening and Analysis 65 Building a Rationale and Addressing Objections to Stakeholder Listening and Research 66 Other Research and Listening Concerns, Including Flexibility 71 Start with Clients, Volunteers, Constituents, Customers, and Donors 72 Segmentation as the Next Step 73 Enduring and Dynamic Segmentation Variables 74 Describing Clients, Donors, Volunteers, Customers, and Constituents 81 Additional Segmentation Strategies Following an External Audit 83 External Analysis of Competitors 84 Positioning to Understand ‘‘the Market’’ 87 Ways to Identify Competition 87 How Nonprofit Organizations Compete 88 Summary 91 Chapter 5 Researching Your Nonprofit Organization’s Environment 93 The Nature of a Nonprofit Organization’s Environment 94 External Analysis, Competitors, and a Nonprofit’s Environment 95 The Actual and Potential Size of the Competitive Environment 96 How Is the Environment Structured? 98 How Nonprofit Organizations Enter an Industry 103 How Does the Nonprofit Organization Deliver Its Services? 106 What Is the Potential for Growth? 109 Relating Product Life Cycles to a Nonprofit’s Growth Potential 111 Differentiating a Nonprofit Based on External Analysis 113 Summary 117 Chapter 6 Competition and Internal Marketing Analysis 119 Reasons for an Internal Examination 120 Measuring Past and Current Performance 122 Dealing with Strategic Problems and Uncertainty 132 Assessing the Organization’s Strengths and Weaknesses 137 Looking for and Managing Long-Term Relationships 141 Cost and Performance Analysis Helps Define Success 143 The Internal Audit Helps Define Organizational Strengths and Weaknesses 144 Summary 145 Chapter 7 Value Propositions and Marketing Objectives 147 Would Anyone Miss You If You Went out of Business? 147 Why Should a Nonprofit Organization Worry about Objectives? 147 Developing Organizational Objectives 148 Using Objectives to Excel in Marketing 153 Marketing Performance Comes with Measuring Company Objectives 155 Staying Competitive 165 Summary 166 Chapter 8 Creating Competitive Advantage 167 Strategy Options 168 The Most Popular Strategic Orientations and Their Application to the Organization 172 Matching the Market 176 Tactics for Achieving Competitive Advantage 177 The Sustainable Competitive Advantage 178 What Constitutes a Sustainable Competitive Advantage 178 Augmenting Success 181 Market Strategies 182 Summary 185 Chapter 9 Winning through Competitive Strategy Options 187 The Nature of Strategy and Its Uses 188 Environmental Context and Strategic Options 191 Strategy Frameworks 193 Strategy Models 194 The Portfolio Framework 196 The Forces of Competition 198 Porter’s Three Competitive Strategies 202 The Planning Process Framework 203 Summary 205 Chapter 10 Creating a Competitive Image and Brand 207 Brand Formulation 208 Merging Brand and Strategy 211 Using the Brand Strategically 216 Reaching the Branded Goals of the Campaign 219 Summary 228 Epilogue 229 Notes 237 References 243 About the Author 245 Index 247

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Book SynopsisA fresh step-by-step guide for identifying your nonprofit''s planned giving prospects and inspiring them to give generously Donor-Centered Planned Gift Marketing helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Here, nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts. You will learn about various donor-centered marketing channels and techniques, as well as how to generate internal support for an improved planned gift marketing effort. Full of useful and proven tips you can implement for immediate results Offers practical tools including forms and checklists Includes a worksheet to help organizations calculate their planned giving potential Sharing the lateTrade Review"Michael's book is the first of its kind to place the emphasis on the planned giving donor right from the start. In marketing our planned giving programs we traditionally focus on promoting the organization, then we spotlight the donors. Jumpstart or enhance your planned giving program with this book and doubt your organization will be in a wonderful position to get the planned gifts it deserves." — Laura Fredricks, LLC, author of The ASK: How to Ask for Support for Your Nonprofit Cause, Creative Project, or Business Venture. “Donor-Centered Planned Gift Marketing by Michael Rosen is a comprehensive, well-researched and practical guide to the marketing of planned gifts via a donor centered process. The book will be of interest to both those new to planned giving and those seeking to take their program to a higher level.” —Philip Cubeta, CLU, ChFC, MSFS, CAP, The Sallie B. and William B. Wallace Chair of Philanthropy, At The American College “Never has there been a better time to talk about planned giving. It is an effective tool for developing resources for an organization and it is a meaningful way to truly engage with one’s donors. This book provides a thorough roadmap for both the nonprofit that needs to start and the nonprofit that needs to expand their efforts in developing an effective, well-planned and successful development effort using planned giving.” — R. Andrew Swinney, President, The Philadelphia Foundation Michael Rosen’s Donor-Centered Planned Gift Marketing should become the Bible for anyone seeking to raise money from planned gifts. His donor-centered approach combined with useful examples and a wealth of practical tips and helpful hints, makes the book a must-have reference for anyone working in gift planning. —Phyllis Freedman, President, SmartGiving, The Planned Giving Blogger “Rosen writes with a clarity that displays his depth of knowledge and breadth of experience. He articulates principles that will benefit everyone from CEOs and chief development officers to experienced gift planners and part-time fund raisers. Vivid illustrations from colleagues throughout the United States make the concepts very real and practical. Donor-Centered Planned Gift Marketing is an indispensible handbook for anyone who wants to achieve planned giving success.” — Robert E. Fogal, PhD, ACFRE, CAP, Minister of Philanthropy, Pennsylvania Southeast Conference of the United Church of Christ “The number one training topic requested by PPP members is planned gift marketing. Michael Rosen answers that need with a well-organized approach, interesting anecdotes, a reader-friendly writing style, and a wealth of practical information.” — Tanya Howe Johnson, CAE, President and CEO, Partnership for Philanthropic Planning “Rosen has artfully crafted an insightful, inspirational, and comprehensive road map for discerning planned gift donor engagement. By using the strategies and stories in Donor-Centered Planned Gift Marketing, professionals at all levels of proficiency can optimally engage and steward a donor’s passion and purpose for a better world through significant and heart-felt gift planning that will last more than their lifetime. This is a win-win book for all who care about future generations and vibrant communities.” —Margaret May Damen, CFP, CLU, ChFC, CDFA; Founder, The Institute for Women and Wealth, Inc.; coauthor, Women, Wealth and Giving: The Virtuous Legacy of the Boom Generation “This is one of those rare books that delivers more than it promises, and it will appeal to the specialist and generalist alike. It not only makes a case for a new approach to marketing, as the title would suggest, but it is also a practical guide for the entire process of planned giving, easy to understand because of the clear style and numerous examples, and with exercises to implement what is learned.” — Frank Minton, Senior Advisor, PG Calc; Founder, Planned Giving Services; Past Chair, American Council on Gift AnnuitiesTable of ContentsThe AFP Fund Development Series iv Foreword xv Preface xxi Acknowledgments xxvii 1 Introduction to Donor-Centered Marketing 1 Take Care of Donors: A Lesson from Aesop 2 Planned Gift Marketing for All Organizations 4 Percentage of Americans with a Planned Gift 5 Five Common Myths about Planned Giving 9 There Has Never Been a Better Time 13 An Illustration of Donor-Centered Fundraising 15 Proactive versus Reactive Planned Giving 17 Stepping Stones to a Successful Planned Giving Program 19 Summary 22 Exercises 23 2 Identify Who Makes Planned Gifts 25 Everyone Is a Planned Gift Prospect 26 General Characteristics of Planned Givers 27 The Priority-Prospect Equation 31 Factors That Impact Ability 33 Factors That Impact Propensity 38 Factors That Impact Social Capital 45 Pros and Cons of Information 49 Basic Prospect Data 50 Prospect Rating 52 Summary 55 Exercises 55 3 Identify What Motivates Planned Gift Donors 59 Manipulation versus Motivation versus Inspiration 60 What People Want 61 Demographic Factors Impacting Motivation 70 General Individual Motives 75 Organizational Factors 79 Bequest-specific Motives 81 Demotivating Factors 84 Summary 87 Exercises 88 4 Educate and Cultivate Planned Gift Prospects 89 The Need for Education and Cultivation 90 Create a Planned Giving Brand Identity 92 Fundamental Strategic Approach 95 Words Matter 96 Keep Messages Meaningful and Memorable 103 Existing Materials 109 Direct Mail 111 Telephone 116 Newsletters 120 Web Site 126 E-mail 134 Social Networking Technology 139 Events 142 Face-to-Face Visits 145 Advertising 151 Summary 153 Exercises 155 5 Educate and Cultivate Professional Advisors 157 Build Win-Win Relationships with Donor Advisors 158 Six Exchanges of Value 161 The Planned Giving Advisory Council 169 Defining and Evolving Roles 176 The Planned Gift Advisory Council and Its Members 177 Five Practices for Working with Donor Advisors 180 Summary 184 Exercises 184 6 The Ask 185 Good Things Come to Those Who Ask 186 Using Direct Mail to Ask for Gifts 187 Using the Telephone to Ask for Gifts 192 Meeting Face-to-Face for the Ask 200 Different Ask Scenarios When Meeting with a Prospective Donor 220 Donors Make Marketing Recommendations 229 Summary 230 Exercises 231 7 Stewardship 233 Stewardship Closes the Circle 234 Thank Donors Quickly and Frequently 237 Recognize Planned Gift Donors 240 Reporting to Donors 245 Internal Stewardship 246 Summary 251 Exercises 251 8 Getting Started 253 Is Your Organization Ready? 254 Getting Organizational Acceptance 255 Case for Support 257 Gaining Staff Acceptance 263 Building the Marketing Plan 265 Evaluating the Marketing Effort 270 Summary 274 Exercises 275 Appendix A Planned Gift Program Potential Worksheet 277 Appendix B Bequest Confirmation Form 283 Appendix C Sample Internal Case for Donor-Centered Philanthropic Planning: GPD Academy 285 Appendix D Cost to Raise a Planned Gift Dollar Worksheet 291 Notes 295 Glossary 305 References 313 About the Author 321 AFP Code of Ethical Principles and Standards 325 A Donor Bill of Rights 327 Model Standards of Practice for the Charitable Gift Planner 329 Index 331

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Book SynopsisClear, practical, step-by-step guidance through the nonprofit merger process Using real-world examples, case studies, and enduring frameworks, Nonprofit Mergers and Alliances, Second Edition offers clear, practical, step-by-step guidance through the merger and alliance development process. From assessing feasibility and planning for implementation to post-merger integration, this ground-breaking work points out pitfalls and offers insightful commentary in every chapter. Provides a comprehensive framework for designing and implementing effective collaborations of all kinds Offers the tools needed to effectively collaborate with potential partners Shows how nonprofit mergers are fundamentally different from for-profit mergers-and why board members need to know this Focuses on the needs of the nonprofit sector, including cultural compatibility and compassionate management practices Shows nonprofit managers and boardTable of ContentsAcknowledgments xiii Introduction xv Chapter 1 A Valid Strategic Option for the Future 1 Government’s Retreat Chapter 2 The Freestanding Nonprofit and Other Rugged Individualists 5 Why Nonprofi t Services Are Fragmented: A Story A Nonprofi t’s Economics Are Part of Its Strategy Chapter 3 Logic of Integrated Service Delivery 17 Applications of Integrated Service Delivery Elements of Integration Chapter 4 Deciding to Collaborate 25 Rescue Mergers Merger from Strength Deciding to Collaborate as a Function of Larger Forces Chapter 5 Preserving Identity 33 Nonphysical Components of Organizational Identity What Is Not Part of “Identity”—and What Is Chapter 6 The Role of Funders 37 What Funders Can Do Funding Collaborations Models for Funding Collaborations Quality Assurance through Foundations Chapter 7 C.O.R.E. Continuum of Collaboration 47 Our Model Applying the C.O.R.E Chapter 8 Economic-Level Collaboration 53 Sharing Information Bidding Jointly Joint Purchasing Chapter 9 Responsibility-Level Collaboration 57 “Circuit Riders” High-Integration Collaboration Models A Cautionary Note Chapter 10 Operations-Level Collaboration 61 Shared Training Joint Programming Joint Quality Standards Chapter 11 Corporate-Level Collaboration: Merger 65 Authority Is Concentrated Offi cial Start Dates May Be Anticlimactic What It Means to Merge The Essence of a Nonprofi t Merger Advantages and Disadvantages of a Merger Chapter 12 Models of Collaboration: Merger by Management Company 83 Structure Control and Governance Advantages of a Management Company Disadvantages of a Management Company Faulty Integration in a Management Company Model Chapter 13 Models of Collaboration: Alliances 93 Structure Chapter 14 Models of Collaboration: Partnerships with and between Nonprofits 99 Structure Control and Governance Special Considerations Partnerships with For-Profi t Companies Limited Liability Companies Chapter 15 Merger Myths 107 We Will Save Administrative Costs There Will Be Massive Job Cuts We Will Lose Our Identity Let Us Figure Out the Structure First Shhh Only Failing Organizations Merge Increase in Mergers Is a Product of an Economic Downturn Chapter 16 First Steps 113 Geographic Proximity Absence of a Permanent CEO Nonoverlapping Markets Industrializers and Prototypers Compatibility of Services Special Assets Role of Culture Role of Class Quick Culture Check Building Trust Seeds of Trust: Disclosure, Consultation, and Collaboration Chapter 17 Merger or Alliance? How to Decide 131 Corporate Control Chapter 18 First Phase of a Merger: Feasibility Assessment 147 Informal Phase of a Collaboration Role of Consultants Form a Collaboration Committee Why Due Diligence? What Is a Due Diligence Investigation? Governance Finances Assets Liabilities and Obligations Some Financial Red Flags Valuations Carrying Out the Valuation Pro Forma Financials, Including Cash Flows Regulatory Filings Human Resources Information Assess the Feasibility Chapter 19 Second Phase of a Merger: Implementation Planning 175 Form Subcommittees of the Collaboration Committee Internal Communication External Communication Some Sample Collaboration Committee Structures Who Will Be the Boss? Some Tools to Accomplish a Leadership Transition Once the Selection Is Made . . . Creating the Formal Agreement Merger Announcement (Create a Splash) Chapter 20 Third Phase of a Merger: Integration 205 Time Required for Integration Common Sources of Resistance Chapter 21 The Seven Stages of Alliance Development 219 Categories of Alliances Seven Tasks of Alliance Development Task One: Initiate, Explore, and Analyze Task Two: Synthesize and Plan Task Three: Establish Shared Objectives Task Four: Develop Working Committee Structure Task Five: Gain Quick Victories Task Six: Secure Institutionalize Buy-in Task Seven: Implement and Evaluate Chapter 22 Postscript and Conclusion 251 About the Author 253 Index 255

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Book SynopsisA direct, practical guide revealing how you can lead your not-for-profit to success through mission-based marketing Now in a Third Edition, Mission-Based Marketing is a direct, practical guide showing how you can lead your not-for-profit to success in a more competitive world. This book provides the knowledge and skills you need to build a market-driven organization that holds onto its core values, does a better job of providing mission, and successfully competes for funding, clients, referral sources, staff, and board members. Includes new material on nonprofit websites, social networking and new methods of communication, advances in technology, customer service in today''s world, and the effects of marketing on fundraising Goes beyond the hows and whys to include lots of hands-on advice and real-world examples Other titles by Brinckerhoff: Mission-Based Management: Leading Your Not-for-Profit In the 21st Century, Faith-Based MTable of ContentsAcknowledgments xi About the Author xiii Chapter 1 Introduction 1 Overview 1 A Competitive and Always-Online World 3 Who This Book is Written For 7 The Benefits of Reading This Book 8 Preview of the Book 9 Recap 13 Chapter 2 Marketing: A Key to Better Mission 15 Overview 15 The Characteristics of a Mission-Based, Market-Driven Organization 16 Meeting Customer Wants 18 Treating Everyone Like a Customer 22 What about Your Competition? 23 A Team Effort 27 Recap 31 Discussion Questions 32 Chapter 3 Being Mission Based and Market Driven 33 Overview 33 Which is Right, the Markets or the Mission? 34 Moving with the Markets and Maintaining Your Mission 37 The Never-Ending Marketing Cycle 41 The Results of Becoming Market Driven 42 Motivating Board and Staff 44 Holding On to Your Core Values 49 Recap 53 Discussion Questions 54 Chapter 4 Being Flexible and Innovating with the Market 57 Overview 57 The Need for Flexibility 58 Retaining the Capacity for Flexibility 62 Being a Change Leader 68 The Pace of Change in a Competitive Environment 70 Recap 74 Discussion Questions 75 Chapter 5 The Marketing Cycle for a Nonprofit 77 Overview 77 The Marketing Cycle That Works 78 The Marketing Disability of Most Nonprofits 92 The Marketing Cycle and Your Competitors 94 Recap 97 Discussion Questions 98 Chapter 6 Who are Your Markets? 99 Overview 99 Market Identification and Quantification 100 Market Segmenting 108 Focusing on Target Markets 111 Treating All Your Markets Like Customers 112 Recap 116 Discussion Questions 116 Chapter 7 Who are Your Competitors? 119 Overview 119 Identifying Your Competition 120 Studying the Competition 129 Focusing on Your Core Competencies 137 Recap 139 Discussion Questions 139 Chapter 8 Asking Your Markets What They Want 141 Overview 141 Surveys 142 Focus Groups 150 Informal Asking 153 Asking (and Listening) Online 155 Asking Mistakes 157 After Asking 159 Recap 160 Discussion Questions 162 Chapter 9 Better Marketing Materials 163 Overview 163 The Problems with Most Nonprofits’ Marketing Materials 164 Solving Customers’ Problems 169 Things to Include in Your Marketing Materials 171 Things to Avoid in Your Marketing Materials 174 Developing Different Materials for Different Markets 176 Recap 177 Discussion Questions 179 Chapter 10 Technology and Marketing 181 Overview 181 Tech is an Accelerator of Good Marketing 182 (Your Web Site is) Your First Chance to Make a Good Impression 184 Asking and Listening 188 Beware the Digital Divide 191 Social Networking/Social Media 193 What’s Next? 194 Recap 194 Discussion Questions 195 Chapter 11 Incredible Customer Service 197 Overview 197 Three Customer Service Rules 199 The Customer is Not Always Right, but the Customer is Always the Customer, so Fix the Problem 200 Customers Never Have Problems; They Always Have Crises, so Fix the Problem Now 200 Never Settle for Good Customer Service—Seek Total Customer Satisfaction 205 The Unhappy Customer 209 Regular Customer Contact 211 Turning Customers into Referral Sources 213 Recap 215 Discussion Questions 215 Chapter 12 A Marketing Planning Process 217 Overview 217 Developing Your Marketing Team 218 An Asking Schedule 221 Targeting Your Marketing Effort 224 A Marketing Plan Outline 226 Marketing Planning Software 232 Recap 232 Discussion Questions 233 Final Words 235 Index 237

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Book SynopsisAn indispensable guide to the complex art of nonprofit leadership and management In The Challenge of Change, Philip Coltoff distills the insights he has gained from nearly twenty-five years of leadership at The Children''s Aid Society of New York City, one of the largest and best-known not-for-profit organizations in the nation. Now in a Second Edition, The Challenge of Change shares his ideas and experiences with a new generation of not-for-profit leaders and board members. Reflects new changes in board structure, statutory requirements, functional relationships, succession, and transitional relationships Looks at Coltoff''s days at the helm of one of the oldest and most well-known institutions in the United States Unparalleled insight and wisdom from a true nonprofit leader and pioneer Nonprofit executives and board members will benefit from Coltoff''s observations and advice about everything from strategic pTable of ContentsForeword. Preface. Acknowledgments. Introduction. Chapter 1 Governance and Administration. Sarbanes-Oxley. Accountability. Organizational Culture. Role of The Board. Administrative Flexibility. Summary. Chapter 2 Role and Responsibility. Foundation Grants. Government Grants. Growing Your Fundraising Working with the Board and Staff. The Social Safety Net. Summary. Chapter 3 Serving the Entire Community. How Location and Demography Affects Funding. Broadening Your Service Base. Serving the Community. Summary. Chapter 4 The Public Image of the Not-for-Profit. Making Your Not-for-Profit Visible. Outcomes and Results. Communication Strategy. The Media and the CEO. Branding. Summary. Chapter 5 The Social Work Professional— Manager and CEO. The Church, Immigration, and the Beginning of Social Services. The Social Service Profession Evolves. Managerial Roles in Social Services Summary. Chapter 6 Programs and Priorities. Creating an Effective Mission Statement. How Changes in Vision Affect Your Mission. Changing Direction. Summary. Chapter 7 Public Policy and Government Relations. Bridging the Gap between Independence and Advocacy. Essential Steps to be an Advocate. Advocacy and Politics—Do They Mix? Summary. Chapter 8 Lessons in Leadership. What Makes an Effective Leader? The Adaptive Leader. What Makes Leaders Successful. The Role of the Manager. Summary. Chapter 9 The Board and the CEO. The Board of Directors. The CEO. Summary. Chapter 10 Raising Money, Managing Budgets, Building Relationships, and Thinking Ahead. Not-For- Profits, Donors, and Funds. Funds Management. Summary. Chapter 11 Evaluation, Human Resource, Staff Training, and Development. The Evaluation Process. The Theory of Change. The CEO, Evaluation, and Human Resources. Responsibilities of the Human Resources Department. Staff Training and Development. Summary. Chapter 12 The Age of Technology. The Importance of Technology. Summary. Chapter 13 Volunteers and Voluntarism. The Growth of Volunteerism. Relationship between Volunteers and Management. Summary. Chapter 14 International Social Welfare and the Role of the University. The Not-for-Profits Increasing International Presence. Universities Expanding Involvement. Summary. Chapter 15 Succession and Retirement. Who I Was and Who I am Now. The Effects of Retirement on the CEO. Succession Planning. Summary. References. About the Author. Index.

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Book SynopsisEvery aspiring and practicing nonprofit executive should read and reread this book. -- Nancy Axelrod , executive director, National Center for Nonprofit Boards Presents strategies used by effective executives to position their organizations and offers guidance on how executives can work more productively with their boards.Table of ContentsPreface. The Authors. 1. New Challenges for Nonprofit Executives. 2. Understanding Nonprofit Organizations and Their Environment. 3. Making Sense of Board-Executive Relationships. 4. Key Leadership Strategies for Nonprofit Executives. 5. Engaging and Developing the Board. 6. Learning Board-Centered Leadership Skills: Guidelines for the Chief Executive. Resources: Self-Assessment Questionnaires for Clarifying Roles and Responsibilities of Boards and Executives, References. Index.

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Book SynopsisPraise for Building Nonprofit Capacity A central question for leadership is to identify where, and when, to focus organizational energy, and that is where Brothers and Sherman''s book comes in. Changing organizations is never easy, which is why managers need the right set of maps and tools?like this one. Jon Pratt, executive director, Minnesota Council of Nonprofits Anyone running a nonprofit organization, no matter how large or small, would benefit from reading this book. It''s chock-full of useful information about managing change. Eric Nee, managing editor, Stanford Social Innovation Review Nonprofit leaders need tools to help them manage better, engage communities, collaborate, and have greater impact. Building Nonprofit Capacity is a great tool and a useful reference for organizations that are seeking to make a greater and more sustainable difference. Paul Schmitz, CEO, Public Allies Brothers and Sherman expertlyTable of ContentsAcknowledgments ix One Setting the Stage: Change as a Defining Force in the Nonprofit Sector 1 Lifecycle: A Framework for Initiating, Anticipating, Managing, and Understanding Change 3 Our Perspective 10 What’s in This Book? 11 Two Back to Basics: “What Is Core” 13 Defining the “Core” in Core Program 13 The Established Organization in Core Program: Characteristics and Telltale Signs 15 To Put a Stake in the Ground, You Need a Good Mission 16 An Organizational Vision as Your Guide to Success 17 Values Matter 19 Be Sure Your Strategy Is . . . Strategic 25 Founder’s Syndrome . . . Not Just for Founders Anymore 28 Taking It to the Next Level: The Importance of Trust 31 Three Infrastructure/Adolescence 45 Planning for Organizational Growth 48 The Role of the Board 55 Organizational Culture 63 Four Maturity/Impact Expansion (MIE) 73 Importance of Resource Development in the MIE Phase 76 Making the Case 78 Building Board Accountability in the MIE Phase 82 Organizational Assessment: The CSE Tool 87 Impact Expansion and the Question of Scale 94 Five Decline 103 Overview of Decline and the Lifecycle 104 High-Arc and Low-Arc: How Organizations in the Decline Phase Are Affected 105 The Arc During Crisis 117 Six Turnaround and Closing 127 Historical Look at Lifecycle Thought: Closing 128 The Downward Apex Point 129 Organizational Turnaround 130 Closing an Organization 140 The Mind-Set of Closing Organizations 141 Seven Conclusion 159 Reflections on This Book 160 Where Do We Go from Here? 163 Appendix 165 Notes 177 The Authors 181 Index 183

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Book SynopsisManaging Risk in Nonprofit Organizations explains and defines risk management, especially as it applies to nonprofits. It provides comprehensive guidance on such topics as identifying risk, prioritising risk, selecting appropriate risk management techniques, implementing risk management techniques, monitoring risk management, and financing.Trade Review“…looks at many aspects of the subject in great detail…. The approach is a practical one…” (Oxfam’s Development Resources Review, April 2004)Table of ContentsPART I: MANAGING RISK IN THE NONPROFIT SECTOR. Chapter 1: The Nature and Purposes of Risk Management. Chapter 2: Recognizing the Context for Risk Management. PART II: UNDERSTANDING THE GENERAL RISKS FACING NONPROFIT ORGANIZATIONS. Chapter 3: Property Risks. Chapter 4: Income Risks. Chapter 5: Liability Risks. Chapter 6: People Risks. Chapter 7: Reputation and Mission Risks. Chapter 8: Managing Volunteer Risks. Chapter 9: Governance and Fiduciary Risks. Chapter 10: Managing Risks Related to Serving Vulnerable Populations. Chapter 11: Managing the Risks of Transporting Clients. Chapter 12: Managing Collaboration Risk. PART III: RISK FINANCING FOR NONPROFITS. Chapter 13: Fundamental Objectives and Alternatives for Risk Financing. Chapter 14: Working with Insurance Professionals. Chapter 15: Insurance. Epilogue: A Risk Management Decalogue. Glossary. Bibliography. Resource Organizations. Index.

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Book SynopsisIncludes chapters on such topics as Making your Data Collection Meaningful, Sales for Non Profits, Strategic Leadership of Volunteer Organizations in an International Context, and Organizational Culture and Not for Profit Organizations.Table of ContentsPart I: Effectiveness. Marketing & Communications. 13 Contingency and Emergency Public Affairs (Revised) (RichardL. Thompson, APR, Director of Communications and Public Affairs,Naval Research Laboratory). Information Management. 14A Making Your Data Collection Meaningful (New) (Stephen Hobbs,EdD, creator of the WELLTH Learning Network, Dan R. Dyble, MSOD,WELLTH Learning Network). Part II: Efficiency. Revenue Generation. 19A Sales for Nonprofits (New) (Sylvia Allen, President of AllenConsulting). Part III: Evolutionary Environment. Leadership. 27A Organizational Culture and Nonprofit Organizations (New)(Joseph E. Champoux, PhD, The Robert O. Anderson Schools ofManagement, The University of New Mexico). Human Resource Development and Management. 34A Volunteer Organization Management Processes and Challengesin the International Context (New) (Donna Kennedy- Glans, BA, LLB,President of the Kennedy-Glans Perspective Inc.). Index.

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Book SynopsisSince not-for-profits are not required to comply with Sarbanes-Oxley, they have the advantage of being able to select from alternative ways of functioning. Not-for-Profit Audit Committee Best Practices helps audit committee members select from various best practices to tailor the functioning to their particular circumstances. .Table of ContentsPreface. 1. Background and Regulatory Issues. 2. Establishing an Audit Committee and Determining Its Charter. 3. Responsibilities of Internal Control over Financial Reporting. 4. Understanding and Addressing the Risks of Fraud. 5. Defining the Role of the Internal Audit Function. 6. Establishing an Effective Whistleblower Program. 7. Audit Committee's Relationship with the Independent Auditor. 8. An Audit Committee Action Plan. Index.

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Book SynopsisJulia Cagé explains the economics and history of the media crisis and offers a solution: a nonprofit media organization, midway between a foundation and a joint stock company, supported by readers, employees, and innovative financing such as crowdfunding. Her business model is inspired by a central idea: that news, like education, is a public good.Trade Review[A] lucid and succinct analysis…Saving the Media is an essential and timely contribution to a debate with high stakes—democracy itself. -- Vanessa Baird * New Internationalist *Intelligent, daring, even revolutionary—these are the three adjectives that could describe this new book by Julia Cagé. * L’Expansion *For economist Julia Cagé, the crisis of the media is primarily a problem of funding. In this new book, she imagines a participatory model that guarantees the freedom and independence of the press. * Libération *In this concise, detailed, and very accessible book, Julia Cagé dissects the world of the media…to find a new economic and democratic model in the digital age. * Le Républicain Lorrain *Saving the Media provides an excellent portrayal of the economic challenges facing the news media, newspapers in particular, and the implications these have on our democratic institutions. -- Henry Milner, University of MontrealOffers a thought-provoking, meticulously researched and persuasively argued intervention into the heart of the contemporary media crisis. -- Hans Rollman * PopMatters *Saving the Media is an informative and lively read with a well-balanced mix of facts and statistics. -- Gillian Youngs * Times Higher Education *

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Book SynopsisFrom Nobel Prizewinning economist Michael Kremer and fellow leading development economist Rachel Glennerster, an innovative solution for providing vaccines in poor countriesMillions of people in the third world die from diseases that are rare in the first worlddiseases like malaria, tuberculosis, and schistosomiasis. AIDS, which is now usually treated in rich countries, still ravages the world''s poor. Vaccines offer the best hope for controlling these diseases and could dramatically improve health in poor countries. But developers have little incentive to undertake the costly and risky research needed to develop vaccines. This is partly because the potential consumers are poor, but also because governments drive down prices.In Strong Medicine, Michael Kremer and Rachel Glennerster offer an innovative yet simple solution to this worldwide problem: Pull programs to stimulate research. Here''s how such programs would work. Funding agencies would commit toTrade ReviewWinner of the 2004 Award for Best Professional/Scholarly Book in Medical Science, Association of American Publishers "This book should interest anyone involved in international public health, politics and economics. It is a valuable effort to find a practical solution to a major problem."--Pierre Chirac, NatureTable of ContentsForeword ix Acknowledgments xiii 1.INTRODUCTION 1 2.HEALTH IN LOW-INCOME COUNTRIES 6 The Disease Environment in Low-Income Countries 6 Weak Health-Care Infrastructure 7 Malaria, Tuberculosis, and HIV/AIDS 11 The Impact of Cheap, Simple Technologies 20 3.THE PAUCITY OF PRIVATE R&D TARGETED TO THE NEEDS OF LOW-INCOME COUNTRIES 25 The Extent of R&D Targeted to Low-Income Countries 25 The Scientific Potential for New Vaccines 27 4.MARKET AND GOVERNMENT FAILURES 29 Why Target Foreign Assistance to Vaccine R&D? 30 The Patent Tradeoff 33 Low-Income Countries and Intellectual Property 36 Social versus Private Return: Some Quantitative Estimates 40 The Role of Public Purchases 42 5.THE ROLE OF PUSH PROGRAMS 45 Meningococcal Meningitis: An Example of a Successful Push Program 46 A Cautionary Tale: The USAID Malaria Vaccine Program 47 Incentives under Push Programs 49 6.THE POTENTIAL ROLE OF PULL PROGRAMS 55 The Effect of Market Size on Innovation 55 The Impact of Financial Incentive Programs 56 Examples of Pull Programs Stimulating Research 59 Advantages and Limitations of Pull Programs 63 7.PULL PROGRAMS: A MENU 68 Commitments to Finance Purchase of Products and Patents 68 Patent Extensions on Other Pharmaceuticals as Compensation for Vaccine Development 70 Best-Entry Tournaments 72 Expanding the Market for Existing Vaccines and Drugs 73 8.DETERMINING ELIGIBILITY 76 Basic Technical Requirements 76 Independent Adjudication Committee 78 Market-Test Requirement 81 Exit Clauses 84 9.HOW MUCH SHOULD WE PROMISE TO PAY FOR A VACCINE? 86 What Market Size Is Needed to Spur Research? 86 Cost-Effectiveness: What Is a Vaccine Worth? 90 10.HOW SHOULD PAYMENT BE STRUCTURED? 97 Paying for Multiple Vaccines and Market Exclusivity 100 Bonus Payments Based on Product Quality 103 Increasing the Promised Price over Time 105 Avoiding Windfalls 106 Industry Consultations 107 11.SCOPE OF THE COMMITMENT 109 What Diseases to Cover? 109 Vaccines, Drugs, and Other Technologies 109 Incentives for Agricultural R&D 112 12.MOVING FORWARD WITH VACCINE COMMITMENTS 115 Making a Commitment Legally Binding 116 The Politics of Creating Markets for Vaccines and Drugs 118 Potential Sponsors of New Markets for Vaccines and Drugs 119 References 127 Index 145

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Book SynopsisTrade Review"Sharp and information-rich. . . . [The Power of Organizations] offers a comprehensive, detailed glimpse of what contemporary organizational theory has become."---Brayden G. King, Administrative Science Quarterly

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Book SynopsisTrade Review"Sharp and information-rich. . . . [The Power of Organizations] offers a comprehensive, detailed glimpse of what contemporary organizational theory has become."---Brayden G. King, Administrative Science Quarterly

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Book SynopsisSince 9/11 and the onset of the war on terror, the principal challenge confronting liberal democracies has been to balance freedom with security and individual with collective rights. In Defence of Principles sheds new light on the evolution of human rights norms in liberal democracies by charting the activism of four Canadian NGOs on issues of refugee rights, hate speech, and the death penalty, including their use of difficult, often controversial legal cases as platforms to assert human rights principles and shape judicial policy-making.Although human rights principles are often spoken of in absolute terms, this book reminds us that they are never certain even in countries that have a vibrant civil society, a long tradition of rule of law, and a judiciary that possesses the constitutional authority to engage in judicial review. The struggles of these NGOs reveal not only the fragility but also the resilience of ideas about rights in liberal democracies.Trade ReviewIn Defence of Principles is a comprehensive survey of three groundbreaking Charter cases and the NGOs that plunged into the heart of these controversies. Thompson’s book ultimately reminds readers of the fragility of NGOs’ gains in the field of human rights, as the experiences of AI Canada in Kindler and of the CCC in Singh both show. Thompson’s work also describes how NGO intervention is not without its costs. The CCLA and AI Canada, for instance, paid a substantial price in the form of adverse publicity and decreased donations, respectively, for being seen to side with odious individuals (whether a virulent racist or two violent criminals). In spite of these setbacks, the persistence of Singh, Keegstra, and Kindler in current debates on refugees, free expression, and capital punishment remains a legacy of the intervention and bold ideas of Canada’s NGOs. -- Stephen Hsia * Osgoode Hall Law Journal Vol 49, No 2 *This is a well-crafted, subtle, and highly relevant though specialized contribution to human rights and security. Summing up: Highly recommended. -- M.D. Crosston, Bellevue University * CHOICE, Vol. 48, No. 09 *Table of ContentsPrefaceIntroduction: In Defence of Principles1 My Brother’s Keeper: The Canadian Council of Churches and the Rights of Refugees2 The “Misuse” of Freedom? The Canadian Jewish Congress, the Canadian Civil Liberties Association, and the Limits of Expression3 Shocking the Conscience? Amnesty International Canada and Abolition of the Death PenaltyConclusion: Principles in the Age of RightsNotesSelected BibliographyIndex

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Book SynopsisThis exploration of the activities of four Canadian NGOs in advancing and defending human rights principles sheds new light on the fragility and resilience of human rights norms in liberal democracies.Trade ReviewIn Defence of Principles is a comprehensive survey of three groundbreaking Charter cases and the NGOs that plunged into the heart of these controversies. Thompson’s book ultimately reminds readers of the fragility of NGOs’ gains in the field of human rights, as the experiences of AI Canada in Kindler and of the CCC in Singh both show. Thompson’s work also describes how NGO intervention is not without its costs. The CCLA and AI Canada, for instance, paid a substantial price in the form of adverse publicity and decreased donations, respectively, for being seen to side with odious individuals (whether a virulent racist or two violent criminals). In spite of these setbacks, the persistence of Singh, Keegstra, and Kindler in current debates on refugees, free expression, and capital punishment remains a legacy of the intervention and bold ideas of Canada’s NGOs. -- Stephen Hsia * Osgoode Hall Law Journal Vol 49, No 2 *This is a well-crafted, subtle, and highly relevant though specialized contribution to human rights and security. Summing up: Highly recommended. -- M.D. Crosston, Bellevue University * CHOICE, Vol. 48, No. 09 *Table of ContentsPrefaceIntroduction: In Defence of Principles1 My Brother’s Keeper: The Canadian Council of Churches and the Rights of Refugees2 The “Misuse” of Freedom? The Canadian Jewish Congress, the Canadian Civil Liberties Association, and the Limits of Expression3 Shocking the Conscience? Amnesty International Canada and Abolition of the Death PenaltyConclusion: Principles in the Age of RightsNotesSelected BibliographyIndex

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Book SynopsisIn this unsettling analysis of the breast cancer movement in Canada, health activist, scholar, award-winning journalist, and cancer survivor Sharon Batt investigates the changing relationship between patient advocacy groups and the pharmaceutical industry, as well as the contentious role of pharma funding.Trade Review[Health Advocacy Inc.] expands the conversation into new terrain, exploring how industry infiltrates patient advocacy groups employing the same tools that have been so successful with doctors… -- Anne Kingston * Literary Review of Canada *Batt`s scholarly approach allows opposing voices ... [her] goal is to start a conversation and encourage discussion. She readily achieves this effect, and any cancer charity currently facing a funding dilemma would be well served by her book. -- Isabel Lokody * Lancet Oncology *Health Advocacy Inc. occasionally feels like a Russian novel. It has plot twists and dissidents whose tactics and rebellions against drug companies are nothing short of heroic. Yet Batt eschews sensational tropes about the evils of big pharma in favour of interviews and archives describing the gradual demise of the breast cancer movement. -- Deborah Ostrovsky * Herizons *Batt makes a powerful case ... To this reviewer’s knowledge, this is the only study tracking the process of neoliberal reform and its cumulative impact on the same groups within civil society over such a long time frame and is ground breaking for that reason alone. -- Nick Acheson, University of Dublin Trinity College * Voluntary Sector Review *[Batt’s] superb new book is a deep scholarly account of the way that pharmaceutical funding has warped the patient advocacy movement into a tool for medical capitalism ... Few writers are better placed to document this story ... Would-be rebels and reformers should take to heart the cautionary lessons of Health Advocacy, Inc. -- Carl Elliott * Hastings Center Report *Batt’s revelations about the relationship between patient advocacy groups and the pharmaceutical industry are vital and disturbing. -- Lisa Cumming * Maisonneuve *In sum, Batt’s is a terrific book, a focused study of a policy area that has many lessons for all concerned with effective democratic policy making and the consequences of public-private partnerships and donor influence. -- Peregrine Schwartz-Shea, University of Utah * Journal of Empirical Research on Human Research Ethics *Health Advocacy Inc. is an extremely stimulating and timely book benefitting from the author’s scholarly skills, but also from her particular standpoint as a breast cancer activist. -- Grazia De Michele, doctoral researcher in history at the University of Genoa * Somatosphere *Batt has written a compassionate account of the debates among breast cancer activists in Canada and internationally about whether to accept money from the pharmaceutical industry … Now more than ever we need advocates who put drug safety, effectiveness and affordability above the interests of pharma. -- Colleen Fuller, cofounder of Pharma Watch Canada * Alberta Views *[Health Advocacy, Inc.] is not an easy read, but it should be devoured by anyone, from any nation, who wants to put together a similarly formidable argument for transparent and genuine discussion about what we should – indeed, must – do differently to prevent and treat human suffering and disease. -- Nancy MP King, Wake Forest University * Indian Journal of Medical Ethics Online *What makes the book stand out from the rest of the vast literature on these dynamics is the wealth of personal vignettes and in-depth case studies… Academics, funders, policy researchers and campaigners of all political stripes will find a lot to like, learn and think about in this meticulously researched and well-written book. -- Till Bruckner, founder of TranspariMED and advocacy manager for Transparify * On Think Tanks *To Batt’s credit, she never falls into the partisan trap of framing the issue as a moralistic struggle of good versus evil. While she stakes out a strong position, she treats the topic with the nuance it deserves. Drawing on a wealth of ethnographic material, she chronicles how decent people and committed organisations struggled to support and represent breast cancer patients over many years, despite financial constraints and funder attempts at co-optation. -- Till Bruckner * The HealthWatch Newsletter *Table of ContentsPrefaceIntroduction: The Secret War among Patient Groups Part 1: Canada’s Health Care System Transformed – Neoliberalism and the Erosion of the Welfare State1 Canada’s Health Policy Landscape2 Health Advocacy Organizations in Canada Part 2: From Grassroots to Contestation to Partnership – The Breast Cancer Movement and Big Pharma 3 Beginnings of the Breast Cancer Movement 4 Advocacy Redefined 5 The Movement Fractures over Pharma Funding6 Pharma Funding as the New Norm7 Advocacy Groups and the Continuing Struggle over the Pharma-Funding Question Conclusion: The Fight for Medicine’s SoulAppendix: Organizations and Their MembersNotesIndex

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Book SynopsisAt a time of heightened concern about what our future holds and how we can shape it, Engagement Organizing shows how combining old-school people power with new digital tools and data can win campaigns today.Trade ReviewThis is an excellent book for anyone who loves bringing people together for a common cause, not only because of its smart and strategic insights, but because of the integrity of its practices. Rather than a win-at-all-costs approach, Price reminds organizers of the irreplaceable importance of human connections and the consistent practice of values underlying any given social movement. While the proliferation of data offers a breadth of engagement previously unknown, Engagement Organizing reminds us of the depth that can only be achieved through a return to the interpersonal relationships of community organizing. -- Natalie Appleyard * Catalyst *… Engagement Organizing is a relevant and useful resource. It is an accessible mix of theory and practice… [and] provides practical examples of what it means to synchronize an organization’s systems and share power with community. -- Jillian Witt, community engagement consultant * The Philanthropist *If you’re involved in making change or building community – from a political party to a school parent advisory committee – you should read the book. -- Paul Willcocks * TheTyee.ca *Table of ContentsForeword by Allan R. GreggIntroduction: Failing Well1 Organizing Principles and Training2 Digital and Data3 Scaling and Networked Communications4 Disruption in the NGO Sector5 Rediscovering Union Organizing6 Electoral OrganizingConclusion: Getting StartedAppendix: Advice for Rookie (Labour) OrganizersNotes; Further Resources; Index

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Book SynopsisA Publication of the National Center for Nonprofit Boards Should be required reading for every new board member. --NonProfit Times Shows how to handle the challenges facing board members, including board organization, procedures, accountability, and more!Trade Review"The single most significant source of useful information and wisdom on boards. . ." (Warren Bennis, Distinguished Professor of Business Administration, University of Southern California,, and author of Why Leaders Can't Lead) "This book is an important addition to the still scant literature regarding governing boards and should be required reading for every new board member."Table of ContentsForeword by Nancy R. Axelrod. 1. How to Think About a Board. 2. The Human Potential of a Board. 3. The Structure of the Board. 4. The Board, the Executive, and the Staff. 5. The Operations of the Board. 6. The External Relationships of the Board. Appendix A: How Many Governing Boards Are There? Appendix B: Keep Absolutely and Serenely Good Humored. Appendix C: A Rating Scale for Boards. Appendix D: From Outer Space to Inner Control.

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Book SynopsisThis practical guide offers a realistic approach to strategic management, while borrowing from the most helpful and relevant business ideas, allows the public or nonprofit organization to achieve success without compromising its unique mission or constituency. Executives, managers, and policymakers will find key principles for everyday application, including how to: identify trends that will most affect programs and services; assess the organization''s core strengths and competencies; select strategies that advance the mission while building operational success; explore opportunities for collaborations with other organizations; and encourage a culture of strategic thought and action. Throughout this innovative guide, there are numerous illustrations and examples of how to apply the most appropriate technique to a particular need or goal. At last, public and nonprofit organizations have a real-world guide to finding lasting success.Trade Review"Kevin Kearns provides a well-structured overview of fundamental strategic options that leaders need to consider in shaping the destiny of their organizations and of individual programs and services. He offers busy nonprofit executives a practical, readable, and useful framework for strategic thinking." (Margaret Tyndall, chief executive officer, YWCA of Greater Pittsburgh) "Kearns has demystified strategic planning in the private sector and made its best attributes useful to public and nonprofit organizations. Private Sector Strategies for Social Sector Success will help public and nonprofit officials better serve citizens and clients in the increasingly competitive marketplace." (William Dodge, executive director, National Association of Regional Councils, and author of Regional Excellence) "This is a first-rate book, a truly useful guide. Kearns presents a comprehensive, highly readable, and practical approach to thinking and acting strategically about critical issues facing public and nonprofit organizations." (Thomas J. Pavlak, associate director, Carl Vinson Institute of Government, University of Georgia) "The National Alliance for Nonprofit Management has presented the 2001 Terry McAdam Book Award for the best book about nonprofit organizations published in 2000-01 to Kevin Kearns for Private Sector Strategies for Social Sector Success." (Chronicle of Philanthropy, May 2, 2002)Table of ContentsPREPARING FOR STRATEGIC PLANNING. 1. Embracing New Challenges and Opportunities: Strategic Management in Government and Nonprofit Organizations. 2. Understanding Three Models of Strategy Formulation. 3. Using Environmental Scanning to Track TrAnds and Prospects. 4. Analyzing Your Organization's Portfolio. CHOOSING THE RIGHT STRATEGY. 5. Growth Strategies. 6. Retrenchment Strategies. 7. Stability Strategies. 8. Collaborative Strategies. STRATEGY IN PRACTICE. 9. Implementing Strategic Decisions. Conclusion: Balancing Politics and Strategy.

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Book SynopsisSponsored by The Management Center At last, busy nonprofits can produce their own employee handbookswithout the usual worries or frustrations. And employees canfinally look to a single source for all the policies and proceduresthat bear on their day-to-day work. This unique book-and-disk sethas everything you need to craft an employee handbook that istailored to your organization''s mission, culture, and goals. It isThe Management Center''s most comprehensive human resources toolkitfor nonprofits across the country--filled with sample policies andexamples of how to adapt each policy to your specificobjectives. Flexible and user-friendly, Creating Your Employee Handbook offersa unique three-level approach, capturing the complexity anddiversity of your nonprofit. Many of the sample policies appear inversions that correspond to large, medium-sized, or smallnonprofits. Sample policies also reflect different organizationalcultures. For each policy,you can choose--mixing orTable of ContentsIntroduction: How an Effective Employee Handbook Can Improve YourOrganization. STARTING YOUR HANDBOOK OFF RIGHT. Policies for a Good First Impression. PRESENTING CLEAR EMPLOYMENT AND EMPLOYEE DEVELOPMENTPOLICIES. Employment and Hiring Policies. Employee Development. CREATING WELL-CRAFTED BENEFITS POLICIES. Health, Wellness, and Employee Assistance. Paid Time Off. Unpaid Time Off and Leaves of Absence. DEVELOPING FAIR, STRAIGHTFORWARD POLICIES FOR WORKPLACE STANDARDSAND PRACTICES. Work Hours and Pay. Workplace Health and Safety. Work Practices and Environment. Information and Communication. Standards of Conduct. CLARIFYING END OF EMPLOYMENT POLICIES. Ending Employment. Resources. Appendix A. List of Legally Required Policies. Appendix B. State by State Provisions for Selected Policies. Appendix C. Sample Forms Employee Acknowledgement Written WarningDocument Job Description Position Description Form PerformanceEvaluation Form. Appendix D. The Management Center Human Resources Assistance.

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Book SynopsisSponsored by CompassPoint Nonprofit Services, formerly known as theSupport Center for Nonprofit Management/ Nonprofit DevelopmentCenter Nothing can be more important to an organization''s health andsuccess than the quality of its financial reporting. Thiscomprehensive guide is for all nonprofits that are required tocomply with financial reporting standards set by the IRS andthirty-five state charity regulators (Form 990), FASB and AICPA(GAAP), grantmakers, and the like. It shows how to unify financialreporting requirements without compromising the organization''saccuracy and accountability.Trade Review"Provide[s] management with a wide variety of information that wasnot previously available" --Dennis F. Dycus, director, Office ofthe Comptroller of the Treasury, Division of Municipal Audit, Stateof Tennessee "In playing chess, the move that accomplishes several purposes isthe strongest. This book does exactly that for nonprofits. It givescomputer technology the ability to produce reports for funders,budget managers, governmental regulators, and taxing authorities,all from one set of financial data, input only once." --CharlesKirkland, former chair, AICPA Not-for-Profit OrganizationsCommittee, and founder, Kirkland, Eckels & Co "Well-defined, relevant, and reliable guidelines that shouldenhance the quality and credibility of financial reports." --KevinA. Kavanaugh, vice president, financial services, American DiabetesAssociation "Helps to simplify and align the federal/state record keeping andreporting." --James J. Caputo Sr., consultant, and chair, theGreater Washington Society of CPA's Not-For-Profit-OrganizationsCommittee "As we move into the age of nonprofit financial transparency andinstant Web access to reporting documents. . . .it is imperativethat nonprofit practitioners, accountants, and lawyers understandand implement the concepts embodied in this guide." --Arthur W.Schmidt, Jr., president, Philanthropic Research, Inc., andpublisher of the GuideStar Web siteTable of ContentsFigures,Tables,Exhibits,and Worksheet. Foreword. Acknowledgments. The Authors. Technical Advisory Group. Participating Organizations. Introduction. PART 1: INTRODUCTION, OVERVIEW, AND PERSPECTIVE. 1 What Is a Not-for-Profit Organization? 2 America s Not-for-Profit Sector. 3 The Pivotal Role of IRS Form 990 in Financial Reporting. 4 Information Technology and Financial Reporting. PART 2: KEY BUILDING BLOCKS OF A UNIFIED FINANCIALREPORTINGSYSTEM. 5 Unified Chart of Accounts. 6 Activity-Level Accounting and Reporting forRevenue andExpenses. 7 Functionalized Trial Balance Report. 8 Allocation of Expenses. 9 Staff Time Recording and Reporting. PART 3: UNIFIED INTERNAL AND EXTERNAL FINANCIALREPORTS ALIGNED WITHFORM. 10 Financial Reports:Overview. 11 GAAP Financial Statements. 12 IRS Form 990 Financial Statements. 13 Uniform Government Grant Reports. 14 Corporate and Foundation Grant Budgeting and Reporting. 15 Reporting to United Ways and Other Grant Makers. 16 Financial Reporting for Internal Management Purposes. Conclusion. RESOURCESA IRS Form 990 and Schedule A for 1999. B Content of Unified Chart of Accounts by Account Number. C Cross-Referencing Your Not-for-Profit Organization s ChartofAccounts to the Unified Chart of Accounts:Cross-Reference Worksheetand Keyword Index. D Examples of Employee Time Sheets. E Summary of State Registration and Filing RequirementsforNot-for-Profit Organizations. F National Taxonomy of Exempt Entities:Activity Codes. G Voluntary Standard-Setting and Evaluation GroupsforNot-for-Profit Organizations. H A Brief History of Financial Accounting andReporting Standardsfor Not-for-Profit Organizations. I Accountability for Service Efforts and Accomplishments. J Selected Form 990 and Management andTechnical Assistance WebSites. Notes. Bibliography. Index.

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Book SynopsisThis workbook examines the preparation phase of a capital campaign, isolating the exact steps that must be taken before the launch. It includes resources for the organization embarking upon a capital campaign and shows how to break down the preparation stage into manageable, practical steps.Trade Review"Marilyn Bancel has written a highly accessible, readable guide toa very complex process, which is no mean feat. Even if you havebeen through a capital campaign before and think you're ready-andespecially if you're new to the capital campaign process-read it!Preparing Your Capital Campaign provides valuable insights andpractical planning tools that will bolster your capacity to take ona campaign's challenge." (Clara Miller, president, NonprofitFinance Fund) "This handy guide is chock full of useful information ready-madefor immediate application. I will heartily recommAnd it to all myclients as a valuable resource that will expedite their learningcurve." (Leo P. Arnoult, president, Arnoult & Associates Inc.,board member, the American Association of Fund-Raising Counsel, andsecretary, AAFRC's Trust for Philanthropy) "A boon to anyone considering a capital campaign. Bancel expertlytransforms a complicated process into an easy-to-understandstep-by-step model for success. The reader is gently but firmlyguided to look deeply into the organization's strengths,weaknesses, and overall readiness for the exciting challenges ofplanning a capital campaign." (Barbara Burgess, executive director,MidPeninsula HomeCare and Hospice Services, Mountain View,California)Table of ContentsPreface. The Author. Introduction: Why Take the Time to Prepare? 1. Understanding the Capital Campaign What Is a Capital Campaign?Forms of Capital Campaigns Examples of Capital Projects The Stagesof a Campaign Do You Really Need a Capital Campaign? When ShouldYour Organization Undertake a Capital Campaign? What's in a Goal?Does Your Organization Cope Well with Risk? 2. Getting the Organization Ready Telling Your Story Putting StrongVolunteer Leadership in Place Evaluating Your Donor and ProspectBase Understanding the Role of Long-Range Planning GettingProfessional Support in Place Establishing Effective CommunicationsChannels Establishing Visibility Paying for Building YourOrganization's Capacity. 3. Launching the Project Testing for Project Readiness Developing aRationale for the Project Getting Buy-In and Commitment fromInternal Constituencies Getting Ready for a Bricks-and-MortarProject What Costs Will We Encounter and When? Obtaining Up-FrontPlanning Costs Answering Important Questions Understanding the Roleof In-Kind Donations. 4. Conducting a Feasibility Study What Is a Feasibility Study? DoYou Need a Study? What You Can Learn from a Study How to Get Readyfor a Feasibility Study How to Time the Study How to Find the RightConsultant Cost of a Feasibility Study Risks of Not Undertaking aStudy Alternatives to a Feasibility Study. 5. Building the Campaign Framework Responding to the Results of theFeasibility Study Deciding Next Steps Setting a Campaign GoalPreparing the Case Statement Testing for Leadership Using the Testto Prepare for Volunteer Training Thanking and AcknowledgingParticipants. 6. Raising Early Funding Determine Early Funding Needs Option One:Campaign for a Seed Fund Option Two: Build a Campaign Chest OptionThree: Establish a Loan Fund Option Four: Establish a CombinationLeadership Fund and Loan Fund Option Five: Use Public Bond Fundsor? Tax-Exempt? Financing Option Six: Use Private Bond Funds OptionSeven: Get Creative. 7. Looking Ahead Resources Top Ten Reasons Campaigns FailEstimating the Costs of Fund Raising Sample Expenses for aThree-Year $3 Million Capital Campaign Organizations ReferencesUseful Publications.

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Book SynopsisA hands-on workbook to guide you through a revolutionary approach to mission-based strategic planning! In Ten Steps to Fundraising Success, two of the country''s leading fundraising experts Mal Warwick and Stephen Hitchcock show you how to implement a fundraising strategy that goes beyond simply raising money to meet your organization''s financial requirements. Step-by-step, Warwick and Hitchcock show you how to develop a mission-driven fundraising strategy that is based on Warwick''s highly successful Five Strategies approach. The workbook and CD-ROM -- which can be used independently or in conjunction with The Five Strategies for Fundraising Success -- offer you the additional advantages of electing and crafting your own strategic plans right on the page, and analyzing the results.Trade Review"Fundraising success comes when you pick one fundraising strategy and pursue it with single-minded determination." (New Directions in Philanthropy, 1/02)Table of ContentsFigure, Tables, and Exercises. Acknowledgments. About the Authors. Introduction: Before You Take Your First Step. Step One: Assess Your Organization's Current Fundraising Efforts. Step Two: Assess the Fundraising Strengths and Weaknesses of Your Board Members and Staff. Step Three: Assemble the Team to Select the Best Fundraising Strategy. Step Four: Weigh the Costs and Benefits of the Five Strategies for Fundraising Success. Step Five: Choose the Fundraising Strategy That's Right for Your Organization's Mission. Step Six: Set Fundraising Goals That Support Your Fundraising Strategy. Step Seven: Turn Fundraising Goals into Achievable Objectives. Step Eight: Choose the Right Tactics for Your Fundraising Strategy and Goals. Step Nine: Create a Master Calendar and Keep on Track. Step Ten: Measure Your Organization's Progress. Glossary of Key Terms. How to Use the CD-ROM.

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Book SynopsisWritten by experts in the field of fundraising and board development, this title shows that board members (no matter the level of experience) can learn to raise funds. It also provides effective tips to the more experienced fundraisers. It also outlines the concepts that can empower you to ask for money effectively and fearlessly.Trade Review"There are many fine books on fundraising, but few delineate the board member's role with such clarity." (Stage Directions, 12/1/2004) "The book is a user-friendly soft-cover workbook providing information on how to more effectively raise money." (Contra Costa Times, 4/2/2004)Table of ContentsAbout the Authors. Introduction. 1. What Every Board Member Needs to Know to Start Fundraising. The Five Responsibilities of a Nonprofit Board. Specific Board Fundraising Responsibilities. A Healthy Board. Advisory Boards. Campaigns. 2. Fundraising Rules Underlying Successful Appeals. Programming Determines Funding. Getting People to Ask. People Love to Give Away Money. People Give Money to People. Fundraising from the Perspective of the Donor, Not the Applicant. People Give to Strength, Not Crisis. Specificity is Next to Godliness. Successful Fundraising Depends on Careful Record Keeping. Ten Percent of the People Give 90 Percent of the Money. Donors’ Gifts Must Be Recognized Immediately. Good Fundraising is Opportunistic. 3. The Board’s Role in Specific Fundraising Activities. Individual Contributions. Contributions from Businesses. Grants. 4. Effective Board Recruitment. Whom to Recruit. How to Recruit. 5. Primed for Fundraising. Creating a Development Plan. What the Board Needs to Understand About Fundraising Staff. What Development Staff Can and Cannot Do. Specific Fundraising Roles. Fundraising Costs. Working with Consultants. Evaluating Your Fundraising Effort. Conclusion. Resource A: Major Donor Solicitation: Asking for the Gift. Resource B: Major Donor Solicitation Scripts. Index.

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Book SynopsisThis best-selling nuts-and-bolts workbook, now in its second edition, has become the gold standard for nonprofit managers and boards who must work through the budget cycle. The book offers practical tools and guidance for completing each step of the budgeting process.Table of ContentsPreface xix Acknowledgments to the First Edition xxiii Acknowledgments to the Second Edition xxv The Authors xxvii Introduction: How to Use This Book xxix Part One Understanding Budgeting Basics 1 1 Why Budgets and Budgeting Are Important to Nonprofits 3 A The Importance of Budgets and Budgeting 4 B The Basic Characteristics of Budgeting 5 2 Understanding Basic Types of Nonprofit Budgets: Overview 6 A Organization-Wide Operating Budgets 6 B Operating Budgets for Individual Programs, Units, or Activities 7 C Capital Budgets 8 D Cash Flow Budgets (Cash Flow Forecasts) 8 E Opportunity Budgets 9 F Zero-Based Budgets 10 3 Key Board and Staff Roles and Responsibilities in Nonprofit Budgeting 12 A The Board’s Role 12 B Executive Director’s, President’s, or CEO’s Role 14 C Chief Financial Officer’s Role 14 D Program, Unit, or Activity Manager’s Role 15 E Department Manager’s Role 16 F Other Possible Participants 16 4 Establishing Budget Guidelines, Priorities, and Goals 17 A Establishing Guidelines 17 B Identifying Priorities 18 C Setting Organization-Wide Goals 18 D Setting Individual Program and Unit Goals 20 5 How Different Sources and Types of Income Can Affect Budgeting 21 A Unrestricted Funds 21 B Contract or Grant Agreement Funds 21 C Restricted Contributions 22 D Income from Trade or Business Activities 22 E Asset-Generated Income 23 F Cash and Noncash Contributions, Including Pledges 23 G Funds Requiring a Cash or In-Kind Match 23 6 Strategies for Developing Organization-Wide Operating Budgets 25 A Strategy 1: Set Annual Organization Outcome Goals from the Top Down 26 B Strategy 2: Set Annual Income and Expense Targets from the Top Down 28 C Strategy 3: Request Draft Budgets That Show Priorities from Program or Unit Heads 28 D Strategy 4: Use Zero-Based Budgeting 30 1 Possible Problems with ZBB 31 2 Benefits of ZBB 31 Part Two Step-By-Step Budgeting Guidelines 33 7 Start with the Budget-Building Checklist 35 8 Designing Your Budgeting Policies and Procedures 38 A Basic Budgeting Policies and Procedures 38 B Basic Income Projection Policies and Procedures 38 C Basic Expense Projection Policies and Procedures 39 D Basic Cash Flow Projection Policies and Procedures 40 E Policies Establishing the Fiscal Year 40 F Other Needed Policies and Procedures 40 G Checklist for Information to Include in Written Policies 41 H Final Review and Integration 42 9 Creating Your Budgeting Calendar 43 A Five Steps for Developing the Budgeting Calendar 43 B Instructions for Creating an Annual Budgeting Calendar 45 10 Orienting Program and Department Managers and Staff to Budgeting 48 A Budget Team Meeting 48 B Practical Considerations When Planning Budget Team Meetings 49 11 Contents of the Annual Budget Preparation Package 51 12 Developing Organization-Wide Operating Budgets 55 A Five Steps to Prepare for the Annual Budgeting Process 55 B Five Steps to Create Annual Budgets 56 13 Developing Operating Budgets for Individual Programs, Units, or Activities 58 A Planning for Program or Unit Budget Development 58 B Basic Steps in Creating a Program or Unit Budget 60 C Setting Two Kinds of Program or Unit Goals 60 D Preparing a Program or Unit Workplan 61 E Identifying the People and Things Needed to Implement a Workplan 62 F Identifying Personnel Costs 63 G Identifying “Other Than Personnel” Cost Categories 64 H Identifying Specific Line-Item Costs 65 I Providing Budget Justification or Cost Documentation 65 J Matching and In-Kind Contributions 66 K Distributing Copies of Final Program or Unit Budgets 66 14 Major Components of Operating Budgets 68 A Projected Income 68 B Projected Expense Categories and Subcategories 68 C Projected Expenses by Line Item 69 D Budget Narrative or Justification 69 15 Estimating Income and Expenses 70 A Estimating Future Income 70 1 Making Needed Annual Policy Decisions 70 2 Projecting Various Kinds of Income 74 B Estimating Expenses 75 1 Annual Policy Decisions 75 2 Projecting Salaries and Wages 75 3 Projecting Fringe Benefits 76 4 Projecting Other Operating Costs 77 C Summarizing Proposed Changes in Draft Budgets 78 D Budget Highlights 79 16 Allocating Administrative, Overhead, and Shared Costs 81 A Allocation Methods 82 B Worksheet for Allocating Costs 83 17 Revising Draft Operating Budgets 86 A Updating Fiscal Projections 86 B Trimming Draft Budgets 87 C When More and Deeper Cuts Are Needed 88 D Avoiding Potential Budget-Cutting Problems 89 18 Zero-Based Budgeting (ZBB) 90 A Overview 91 B Five Basic Questions 92 C Information Provided by the Program 93 D Potential Demand 94 E Break-Even Analysis 94 F Decision Time 96 G Getting Started with ZBB 97 19 Capital Budgeting 98 A Strategic Fit 99 B Viability 100 C Return on Investment 100 D Financing 101 1 Mortgages and Loans 102 2 Lines of Credit 103 3 Leases 103 4 A Note on Bond Financing 104 E Two Types of Capital Projects 104 F Cash Flow Budgeting or Forecasting 106 G Final Considerations 106 20 Presenting Your Annual Budget Proposal to the Board 107 A Letter of Transmittal 107 B Total, Organization-Wide Budget Summary 109 C Program, Unit, or Activity Budget Summaries 109 D Detailed, Organization-Wide, Line-Item Expense Budget 109 E Individual Program or Unit Budgets 112 F Other Useful Information 112 21 Board Review, Revision, and Approval of the Final Budget 113 22 Cash Flow Reporting, Forecasting, and Management 117 A Fundamentals of Cash Flow Forecasting 118 B Cash-Basis Accounting for Cash Inflows 118 C Cash-Basis Accounting for Cash Outflows 119 D Cash Flow Forecasting Based on the Operating Budget 120 1 Reviewing the Operating Budget 120 2 Adjusting the Operating Budget to Create the Cash Flow Forecast 121 E Reviewing and Approving the Cash Flow Forecast 122 F Short-Term Cash Flow Forecasting 122 G Periodically Reviewing the Cash Flow Forecast 123 H Corrective Actions for Forecast Cash Shortages 124 I Cash Flow Reporting, Monitoring, and Analysis 125 23 Monitoring and Modifying Approved Budgets 127 A Regular, Timely Financial Reporting and Monitoring 127 B Planning and Taking Corrective Action 128 C Modifying Budgets 128 1 Reasons for Modifying an Approved Budget 129 2 Creating Written Budget Modification Policies and Procedures 129 D Cash Flow Projections and Planning 131 1 Causes of Cash Flow Problems 131 2 Using Monthly Projections for Planning 132 3 Addressing Cash Shortfalls 133 4 Some Possible Drawbacks 133 24 Conclusion 134 Part Three Practical Budgeting Resources 137 Resource A: Master Worksheet for Creating a Program or Unit Workplan 139 Resource B:Worksheets with Sample Budget Formats 144 Resource C: Examples of Financial Reports for Analyzing and Monitoring Income and Expenses 154 Resource D: Tools for Analyzing Financial Reports and Planning Corrective Action 166 Resource E: Example of a Detailed Organization-Wide Expense Budget 177 Resource F: Additional Useful Checklists and Examples 188 Resource G: Tools on the Accompanying CD 195 How to Use the CD 199

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Book SynopsisNonprofit corporations, cooperatives, and credit unions constitute an alternative avenue of hope and action for communities that have come up short in the normal operation of the market economy. These organizations comprise the third sector, which...Trade Review"Perhaps the greatest achievement of Christopher Gunn's Third-Sector Development is to take seriously the economic contribution and potential of the independent sector. Not only does he remind us that we are talking about 10 percent of the current economy but he proceeds to sketch the dimensions of the sector's qualitative contributions. In a series of penetrating case studies accompanied by hardheaded analysis, he gives color and depth to arguably the most creative undertakings in today's economy. If indeed mainstream private-sector growth seems increasingly unable to solve social deficits (and may, in fact, be exacerbating them) while public-sector efforts shrink in the face of yawning economic deficits, we would be well advised to look more carefully to where Gunn points: the socio-frontier of third-sector development."-Robert Friedman, Chair, Corporation for Enterprise Development "Christopher Gunn illuminates one of the hidden recesses of our nation's vast nonprofit subcontinent and uncovers a mother lode of innovative organizations effectively mobilizing nonmarket impulses to offset some of the structural shortcomings of our market system. The result is a fascinating account of how third-sector organizations bring hope and progress to those left behind in the march of globalization."-Lester M. Salamon, Director, Johns Hopkins Center for Civil Society Studies and author of The Resilient Sector: The State of Nonprofit America "Christopher Gunn's Third-Sector Development highlights an engine for prosperity long overlooked by economists inside and outside of government. Gunn meticulously describes the contours, mission, and evolution of the nation's nonprofits and cooperatives-which together make up the fastest-growing sector in the economy-and then provides two dozen engaging case studies. Rich in data, stories, and insight, Third-Sector Development should be in the hands of the nation's expanding army of do-gooders as proof of the claim that they are the real foundation for America's economic future."-Michael H. Shuman, author of Going Local: Creating Self-Reliant Communities in a Global Age

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Book SynopsisNonprofit corporations, cooperatives, and credit unions constitute an alternative avenue of hope and action for communities that have come up short in the normal operation of the market economy. These organizations comprise the third sector, which...Trade Review"Christopher Gunn illuminates one of the hidden recesses of our nation's vast nonprofit subcontinent and uncovers a mother lode of innovative organizations effectively mobilizing nonmarket impulses to offset some of the structural shortcomings of our market system. The result is a fascinating account of how third-sector organizations bring hope and progress to those left behind in the march of globalization." -- Lester M. Salamon, Director, Johns Hopkins Center for Civil Society Studies and author of The Resilient Sector: The State of Nonprofit America"Christopher Gunn's Third-Sector Development highlights an engine for prosperity long overlooked by economists inside and outside of government. Gunn meticulously describes the contours, mission, and evolution of the nation's nonprofits and cooperatives—which together make up the fastest-growing sector in the economy—and then provides two dozen engaging case studies. Rich in data, stories, and insight, Third-Sector Development should be in the hands of the nation's expanding army of do-gooders as proof of the claim that they are the real foundation for America's economic future." -- Michael H. Shuman, author of Going Local: Creating Self-Reliant Communities in a Global Age"Perhaps the greatest achievement of Christopher Gunn's Third-Sector Development is to take seriously the economic contribution and potential of the independent sector. Not only does he remind us that we are talking about 10 percent of the current economy but he proceeds to sketch the dimensions of the sector's qualitative contributions. In a series of penetrating case studies accompanied by hardheaded analysis, he gives color and depth to arguably the most creative undertakings in today's economy. If indeed mainstream private-sector growth seems increasingly unable to solve social deficits (and may, in fact, be exacerbating them) while public-sector efforts shrink in the face of yawning economic deficits, we would be well advised to look more carefully to where Gunn points: the socio-frontier of third-sector development." -- Robert Friedman, Chair, Corporation for Enterprise Development

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Book SynopsisThe Real Problem Solvers brings together leading thinkers and doers who work in the sphere of social entrepreneurship to provide an introduction to the evolving landscape of this field.Trade Review"In the past ten years, a rich ecosystem has developed around the idea, energy, and success of social entrepreneurs. With years of experience, Ruth Shapiro captures the complexity and complementarity of the men and women whose innovation and drive are changing the way we solve social problems and should be required reading for all." -- Bill Draper * Co-Chair of the Draper, Richards, Kaplan Foundation, General Partner, Draper Richards LLC, and author of The Start-up Game *"The term social entrepreneur has become common parlance, but there is little consensus on what it really means. This important book provides us with a clear conception of social entrepreneurship and the nuanced thinking of key leaders. The breadth and depth of the field are captured in one enjoyable and provocative read." -- Melissa Berman, President and CEO * Rockefeller Philanthropic Advisors *"A wonderful introduction to social entrepreneurship in the United States and the growing ecosystem of organizations committed to supporting it. Ruth Shapiro frames this book with an engaging and insightful account of the critical influences that have spurred social entrepreneurs to take on some of our society's most challenging problems. Regardless of the problems that these pragmatic visionaries seek to address, this book shows that their magic lies in combining innovation, resourcefulness, and opportunity—with an unwillingness to give into setbacks." -- Pamela Hartigan, Director, Skoll Centre for Social Entrepreneurship"Good leaders inspire, motivate, and create alliances toward attaining lofty goals. This book is full of such people and their stories. A worthwhile read indeed!" -- Henry R. Kravis, Co-Chief Executive Officer, Kohlberg * Kravis and Roberts *"Ingenuity, initiative, and determination are valued traits in any enterprise. Social entrepreneurs apply these talents to solving difficult social problems. This book showcases a number of these commendable people and inspires the reader to think deeply about his or her own contributions to society." -- George P. Shultz * Former US Secretary of State *"In this treasure chest of a book, Ruth Shapiro deftly presents and weaves together perspectives from leading thinkers and practitioners in social entrepreneurship. By engaging them in conversations and offering her own well-grounded insights, she deeply enriches our understanding of this important and evolving field." -- Professor J. Gregory Dees, Center for the Advancement of Social Entrepreneurship"The Real Problem Solvers provides singular insight into the aspirations, challenges, and opportunities of those who are at the front of the social entrepreneurial movement. This is a must-read for the leaders in organizations that seek societal impact at the 'blurred edge' between the non-profit and for-profit worlds." -- Dominic Barton, Global Managing Partner * McKinsey & Company *"This book is an exhilarating read because of the people and ideas that it illuminates. There are real compelling, proven, and daring ideas here that the rest of us would be wise to embrace." -- Trabian Shorters, Vice President of Communities * John S. and James L. Knight Foundation *

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