Cleveland State University Maxine Goodman Levin College of Urban Affairs PAD 651, Section 50 Fund Raising for the Non-Profit Organization Spring 2005 Syllabus Instructor: Patricia G. Egan, MBA, CFRE H: 440.835.1774 C: 216.408.2335 [email protected] Class Time: Tuesdays, 6:00 – 9:50 p.m. Room: MC 427 Course Goals/Objectives Fund raising is a critical component in non-profit financial viability and is carried out by development professionals, executives, program staff, and board members. Understanding the role of each in the fund raising mix, developing skills in targeting potential donors, creating strategies to reach each stakeholder group, and identifying the appropriate vehicles and communication methods to reach each audience, are elements essential in successful fund raising and donor relation activities. This course will provide readings, analyses, skill building, and discussions to create a baseline of knowledge to equip leaders and managers in non-profit organizations to positively position their agency for the future, as well as understand successful fund raising strategies and tactics. The objectives in this course are: • To provide fundamentals of fund raising and external relations for non-profit organizations • To understand the readiness indicators for successful fundraising • To analyze needs of constituencies • To build knowledge in fund raising techniques, challenges, and opportunities • To understand the influencers in fund development activities • To build skills in auditing, analyzing, and creating integrated plans for fund raising and external relations • To understand the role of the board, staff, and volunteers in the fund raising mix • To develop fund raising vocabulary and fund raising office management skills While no book is required for this course, a binder, with dividers to collect handouts and reports is necessary. Grade Grades will be a combination of individual and team efforts.Participation. Attendance and class participation are expected. One point will be given for each class attended. While it is acknowledged that work or illness can cause absences, it is important to notify the instructor before class to secure an excused absence. Leaving after a class break will result in the point for attendance being removed. Coming in excessively late will also result in no point given for the class. Participation will also be considered during the discussion questions. It is important to come prepared to engage in group discussions/reporting/presentations. Current Topics. Each individual will be responsible for a presentation on a current topic as assigned or to report on a reading emphasizing salient points. Topic assignments will be made the first night of class. Completed assignment will be due one day before class. Instructor will e-mail presentation to all class members for insertion into binder and note taking. Team effort. You will be a member of a team that will create the following during the semester: Author a term paper that addresses a fund raising issue for a non-profit organization. Problems can include: annual fund, feasibility study, board responsibility, leadership, special event management, recruitment, leadership, diversifying funding sources, or any other problem that is within the fundraising spectrum of solutions. All topics and organizations must be cleared by the third week of class. Groups will be assigned by week 2, based on number of enrolled students. The paper will include: history of the organization, problem or issue that team is going to resolve, history (if any) of the issue, research on alternatives to resolving the issue, recommended option, timeline and resources necessary to resolve problem. Barriers to problem resolution should also be analyzed. Presentation will include a specially-prepared power point that provides the class with the problem, issues, and resolution and will take place as though being prepared and presented to the client organization. Peer evaluations will be a part of the team effort and will be confidential. The peer evaluation will be a part of the final grade. Late papers will not be accepted. Point Value for Grade: Attendance 15 points Current Topic 25 points Project/Presentation 25 points Project/Paper 25 points Peer Score 10 points Total available points 100Week Date Topic Assignment/Resource 1 1/18 History, Giving Trends, Housekeeping Lecture Notes 2 1/25 Audit, strategic planning, constituencies, case statements Strategic Fund Development, Simone P. Joyaux Making the Case, Jerold Panas 3 2/1 Annual Campaigns Keep the Money Coming, Christine Graham Donor Focused Strategies for Annual Giving, Karla A. Williams 4 2/8 Special Events Sponsorship Strategies Research Trends on special event fundraising How to produce fabulous fundraising events, reap remarkable returns w/minimal effort, Betty Stallings and Donna McMillion 5 2/15 Capital Campaigns Major Gifts Developing Major Gifts, Laura Fredericks Conducting a Successful Capital Campaign, Kent E. Dove 6 2/22 Planned Giving Planned Giving Simplified, Robert F. Sharpe, Sr. Guest Speaker 7 3/1 Performance Measurements Moves Strategies James Greenfield Books, Nonprofit Handbook; Fundraising Fundamentals Guest Speaker 8 3/8 Special Targets Women as Philanthropists Seven Faces of Philanthropy, Russ Alan Prince and Karen Maru File Women as Donors, Women as Philanthropists, Abbie J. vonSchlegell and Joan M. Fisher Current research 3/15 Spring Break 9 3/22 Marketing Internet Fundraising Donor Centered Fundraising, Penelope Burk Current topic research 10 3/29 Running A Development Office Fundraising Leadership The Five Strategies for Fundraising Success, Mal Warwick Current Topic Research 11 4/5 Board and Volunteer Involvement The Ultimate Board Member’s Book and Fundraising Mistakes that Bedevil All Boards, Kay Sprinkel Grace Guest SpeakerWeek Date Topic Assignment/Resource 12 4/12 Foundation Center Grants Report on Foundation Center resources Secrets of Successful Grantsmanship, Susan L. Golden, PhD 13 4/19 Prospect Research Where the Money Is, Helen Bergan Internet Research Tools/special report 14 4/27 Group Presentation To be determined 15 5/4 Group Presentation To be determined 16 5/11 Finals Week No Class Current Topic Presentation/Reading