Nonprofit Essentials (eBook)

DIANA S. NEWMAN is founder and Principal of Philanthropic Resource Group, a Columbus-based, national consulting firm for nonprofit organizations. She has served as vice president for advancement at The Columbus Foundation and founding director of the Ohio Historical Foundation. She is also the author of the award-winning book, Opening Doors: Pathways to Diverse Donors (Jossey-Bass/Wiley).

Foreword.

About the Author.

Preface.

Dedication.

1. Understanding Endowment.

2. Preplanning and Assessing Readiness for Endowment.

3. Developing the Case for Support and the Endowment Action
Program.

4. Identifying, Cultivating, and Establishing Prospective
Donors.

5. Managing, Investing, and Establishing Policies.

6. Caring for Donors and the People They Trust.

7. Marketing the Endowment.

8. Measuring Success.

Appendix A: Uniform Management of Institutional Funds Act
(1972).

Appendix B: Sample Questions for Prospective Donors.

Appendix C: Model Standards of Practice for the Charitable Gift
Planner.

Appendix D: The Donor Bill of Rights.

Appendix E: Sample Acceptance Policies for Endowment Gifts.

Appendix F: Sample Investment Policies Template.

Glossary of Endowment Terms.

References.

Index.

"Endowments are very appealing as dependable sources of income for
nonprofit organizations. Diana Newman's comprehensive work
shows how endowments also can provide multiple opportunities for
donor involvement when the solicitation program is well-designed
and integrated with other fund development and program goals. Diana
emphasizes the critical ethical issues inherent in marketing and
structuring endowment gifts in addition to clear step-by-step
guidelines for constructing the entire campaign. It's an
excellent reference manual and training guide." --Joanne Scanlan,
Ph.D. Senior Vice President for Professional Development, Council
on Foundations

"Endowment funds will make the difference between organizations
which thrive in the future and those which struggle to survive.
Endowment Building by Diana Newman provides both practical,
hands-on advice and a philosophical, inspirational framework to
guide novice and experienced mission-based organizations. Given the
demographic opportunities and challenges facing the nonprofit
world, this book is a 'must-read.'" --Nancy Herrold
Strapp Executive Vice President and Chief Development Officer
Buckhorn Children & Family Services

"A comprehensive guide on how to start, grow and maintain an
endowment. Diana also shows how to put theory into practice with
numerous real-life examples and success stories."--Joe Bull
Director of Planned Giving, The Ohio State University

"In this book, Diana points to the importance of an endowment
for any type of nonprofit organization. It is for the beginner and
the experienced person. After you read this book, you will not have
to wake up in the middle of the night to wonder, am I missing
something or am I doing something wrong, you will know what to do
and how to do it. This book is a wonderful tool for new and
emerging community foundations, I wish that a copy had been mine
when I started in this field 25 years ago! The community foundation
field concentrated on current giving rather than endowment building
for several years, now many are coming back to realize the power of
the endowment."--Kay M. Marquet, President/CEO, Community
Foundation Sonoma County (Sonoma CA)

"Endowment Building is an insightful, succinct, easily read
resource on building successful endowment programs. It is a
well-organized guide containing practical suggestions and reminders
of things development professionals know but sometimes
forget."--Jeff W. Smith, Vice President/Trust Counsel, Baptist
Foundation of Texas