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| bank of america study of philanthropy: Philanthropy, Heirs & Values Roy Williams, Vic Preisser, 2005 Review: ...right on target! This book proves that philanthropy is an incredible teaching tool for your family once you know how to apply its power. |
| bank of america study of philanthropy: Giving USA 2020 Giving USA Foundation, 2020-06-16 |
| bank of america study of philanthropy: Giving USA 2021 Giving USA Foundation, 2021-06-15 |
| bank of america study of philanthropy: Philanthropy Paul Vallely, 2020-11-17 The super-rich are silently and secretly shaping our world. In this groundbreaking exploration of historical and contemporary philanthropy, bestselling author Paul Vallelyreveals how this far-reaching change came about. Vivid with anecdote and scholarly insight, this magisterial survey – from the ancient Greeks to today's high-tech geeks – provides an original take on the history of philanthropy. It shows how giving has, variously, been a matter of honour, altruism, religious injunction, political control, moral activism, enlightened self-interest, public good, personal fulfilment and plutocratic manipulation. Its narrative moves from the Greek man of honour and Roman patron, via the Jewish prophet and Christian scholastic – through the Elizabethan machiavel, Puritan proto-capitalist, Enlightenment activist and Victorian moralist – to the robber-baron philanthropist, the welfare socialist, the celebrity activist and today's wealthy mega-giver. In the process it discovers that philanthropy lost an essential element as it entered the modern era. The book then embarks on a journey to determine where today's philanthropists come closest to recovering that missing dimension. Philanthropy explores the successes and failures of philanthrocapitalism, examines its claims and contradictions, and asks tough questions of top philanthropists and leading thinkers – among them Richard Branson, Eliza Manningham-Buller, Jonathan Ruffer, David Sainsbury, John Studzinski, Bob Geldof, Naser Haghamed, Lenny Henry, Jonathan Sacks, Rowan Williams, Ngaire Woods, and the presidents of the Rockefeller and Soros foundations, Rajiv Shah and Patrick Gaspard. In extended conversations they explore the relationship between philanthropy and family, faith, society, art, politics, and the creation and distribution of wealth. Highly engaging and meticulously researched, Paul Vallely's authoritative account of philanthropy then and now critiques the excessive utilitarianism of much modern philanthrocapitalism and points to how philanthropy can rediscover its soul. |
| bank of america study of philanthropy: Fundraising Principles and Practice Adrian Sargeant, Jen Shang, 2024-04-23 Adopt an organized approach to fundraising planning In it’s third edition Fundraising Principles and Practice is a unique resource for students and professionals seeking to deepen their understanding of fundraising in the current nonprofit environment. Based on emerging research in economics, psychology, social psychology, and sociology, this book comprehensively analyzes the factors that impact the fundraising role in the nonprofit sector. Readers will explore donor behavior, decision making, and social influences on giving. Building upon that background, authors Adrian Sargeant and Jen Shang then describe today's fundraising methods, tools, and practices. A robust planning framework helps you set objectives, formulate strategies, create a budget, schedule, and monitor activities, with in-depth guidance on assessing and fine-tuning your approach. With updated case studies and examples, this book helps you develop a concrete understanding of the theory and principles of fundraising. A companion website offers additional opportunity to deepen your learning and assess your knowledge. Updates to this Third Edition include the latest research and new content in rapidly changing areas of fundraising, such as digital and social media. Learn the common behaviors and motivations of donors Master the tools and practices of nonprofit fundraising Manage volunteers, monitor progress, evaluate events, and more Fundraising Principles and Practice provides working nonprofit professionals, as well as postgraduate students studying fundraising, with a comprehensive guide to all aspects of the field, including in-depth coverage of today's most effective approaches. |
| bank of america study of philanthropy: Achieving Excellence in Fundraising Eugene R. Tempel, Timothy L. Seiler, Dwight F. Burlingame, 2016-01-19 Achieving Excellence in Fundraising is the go-to reference for fundraising principles, concepts, and techniques. With comprehensive guidance toward the fundraising role, this book reflects the latest advances in fundraising knowledge. Coverage includes evolving technologies, the importance of high net worth donors, global fundraising perspectives, results analysis and performance evaluation, accountability, and credentialing, with contributions from noted experts in the field. You'll gain essential insight into the practice of fundraising and the fundraising cycle, reinforced by ancillary discussion questions, case studies, and additional readings. With contributions from members of The Fund Raising School and the faculty of Indiana University's Lilly Family School of Philanthropy, this new edition includes detailed guidance on nonprofit accounting practices as defined by the Financial Accounting Standards Board and the American Institute of Certified Public Accountants, rounding out the complete, thorough coverage of the fundraising profession. Designed to provide both theory and practical knowledge, this book is an all-in-one resource for anyone who performs fundraising duties. Understand donor dynamics and craft an institutional development plan Explore essential marketing and solicitation techniques Learn effective volunteer recruitment, retention, and management strategies Fundraising merges a variety of fields including psychology, business management, accounting, and marketing, making it a unique role that requires a uniquely well rounded yet focused skillset. Amidst economic uncertainty and a widening wealth gap the world over, it's more important than ever for fundraisers to have a firm grasp on the tools at their disposal. Achieving Excellence in Fundraising is the ultimate guide to succeeding in this critical role. |
| bank of america study of philanthropy: The Seven Faces of Philanthropy Russ Alan Prince, Karen Maru File, 1994-09-07 In a major breakthrough for the field of fundraising, Russ Alan Prince and Karen Maru File provide development professionals with the Seven Faces approach—a powerful tool to enable them to maximize their effectiveness when approaching major donors for gifts. Using this framework, the authors identify and profile seven types of major donors and offer detailed strategies on how to approach them. The seven types—the Communitarian, the Devout, the Investor, the Socialite, the Altruist, the Repayer, and the Dynast—emerged from a detailed, comprehensive study of wealthy donors. The authors explain why each type requires a different strategy when approached for gifts, and show how fundraising professionals can identify and understand the motivations of each type of donor and so build successful and sustaining relationships with major donors. The authors then show how to act on this knowledge, providing a coherent, step-by-step system to implement the Seven Faces framework. Through numerous detailed examples, they illustrate how to: attract prospective donors motivate the donor to support a cause position the giving strategy, and ultimately empower the philanthropist. The Seven Faces of Philanthropy approach can be used in the context of capital campaigns, major gift solicitations, and planned giving programs. Both novice and expert fundraisers will find this framework to be a valuable supplement to their existing strategies and techniques. |
| bank of america study of philanthropy: My Philanthropy George Soros, 2012-08-14 George Soros is one of the world's leading philanthropists. Over the past 30 years, he has provided more than 7 billion to his network of foundations, known collectively as the Open Society Institute, for projects around the world and in the United States. In this e-book, Soros writes in detail for the first time about his vision for philanthropy. I have always been leery of philanthropy, he writes, Philanthropy is supposed to be devoted to the benefit of others, but many philanthropists are primarily concerned with their own benefit. Soros engages in philanthropy not out of a desire for praise or to impose his vision upon the world but out of a strong sense of moral duty: My success in the financial markets has given me a greater degree of independence than most other people enjoy. This allows me to take a stand on controversial issues. In fact, my exceptional position obliges me to do so. Soros is celebrated for his brilliant financial and economic insights and his investment strategies. But his contribution to philanthropy and the impact of his generosity is equally impressive. This text reveals the thinking and practice that drives a lesser known aspect of this remarkable man's life, his goals for society and his philosophy. |
| bank of america study of philanthropy: Achieving Excellence in Fundraising Genevieve G. Shaker, Eugene R. Tempel, Sarah K. Nathan, Bill Stanczykiewicz, 2022-03-22 Strategies and concepts for mission-based fundraising From the world’s first school of philanthropy, Achieving Excellence in Fundraising is the leading fundraising textbook based on research and steeped in practical expertise. It has long been the go-to reference for fundraising principles, concepts, and techniques. Topics include donor motivations and behaviors, engaging donors at all levels, inclusive and ethical fundraising, and more, with contributions from noted experts in the field. You’ll gain insight into the practice of fundraising and the fundraising cycle, reinforced by discussion questions, application exercises, and research-based recommendations. This 5th edition of Achieving Excellence in Fundraising is reimagined to meet the needs of today’s fundraisers, their nonprofit employers, and the causes they serve, while maintaining key concepts that stand the test of time. Compelling and timely topics new to this edition include donor-advised funds, crowdfunding, raising money in challenging times, fundraising for social advocacy, and more. The needs of fundraising educators are also a central consideration in the book’s organization and contents. Discover why Achieving Excellence in Fundraising is the leading textbook and reference in the field! Learn the key principles and techniques of philanthropic fundraising, from the experts at the Indiana University Lilly Family School of Philanthropy Consider today’s most pressing issues in fundraising—using research and data to inform practice, engaging a diversity of donors, expressing gratitude effectively, and much more Utilize research-based fundraising strategies to enhance the success of your organization’s efforts and to achieve your professional goals Chapters are written by faculty, alumni, and associates of the prestigious Lilly Family School of Philanthropy. The newest edition of this trusted work is an essential source of information for anyone in the fundraising space. |
| bank of america study of philanthropy: Pragmatic Philanthropy Ruth A. Shapiro, Manisha Mirchandani, Heesu Jang, 2018-01-10 This book is open access under a CC BY 4.0 license. This cutting edge text considers how Asian philanthropists and charitable organizations break with Western philanthropic traditions and examines the key traits and trends that make social investment in Asia unique. Based on 30 case studies of excellent social delivery organizations (SDOs) and social enterprises as well as interviews with ultra-high net-worth individuals throughout Asia, this book examines which characteristics and strategies lead to successful philanthropy and social delivery organizations. Providing evidence based findings on philanthropy, social investment and social delivery organizations in Asia, this book provides invaluable resources for those wishing to deepen their understanding of the sector and what this means for political and economic development in the region. |
| bank of america study of philanthropy: Why Philanthropy Matters Zoltan Acs, 2017-09-05 The hidden role of philanthropy in enriching America's prosperity—and the world's Philanthropy has long been a distinctive feature of American culture, but its crucial role in the economic well-being of the nation—and the world—has remained largely unexplored. Why Philanthropy Matters takes an in-depth look at philanthropy as an underappreciated force in capitalism, measures its critical influence on the free-market system, and demonstrates how American philanthropy could serve as a model for the productive reinvestment of wealth in other countries. Factoring in philanthropic cycles that help balance the economy, Zoltan Acs offers a richer picture of capitalism, and a more accurate backdrop for considering policies that would promote the capitalist system for the good of all. Examining the dynamics of American-style capitalism since the eighteenth century, Acs argues that philanthropy achieves three critical outcomes. It deals with the question of what to do with wealth—keep it, tax it, or give it away. It complements government in creating public goods. And, by focusing on education, science, and medicine, philanthropy has a positive effect on economic growth and productivity. Acs describes how individuals such as Benjamin Franklin, Andrew Carnegie, Bill Gates, and Oprah Winfrey have used their wealth to establish institutions and promote knowledge, and Acs shows how philanthropy has given an edge to capitalism by promoting vital forces—like university research—necessary for technological innovation, economic equality, and economic security. Philanthropy also serves as a guide for countries with less flexible capitalist institutions, and Acs makes the case for a larger, global philanthropic culture. Providing a new perspective on the development of capitalism, Why Philanthropy Matters highlights philanthropy's critical links to the economic progress, health, and future of the United States—and beyond. |
| bank of america study of philanthropy: Nonprofit Organizations Helmut K. Anheier, 2014-04-16 In this new edition of his popular textbook, Nonprofit Organizations: Theory, Management, Policy, Helmut K. Anheier has fully updated, revised and expanded his comprehensive introduction to this field. The text takes on an international and comparative dimensions perspective, detailing the background and concepts behind these organizations and examining relevant theories and central issues. Anheier covers the full range of nonprofit organizations – service providers, membership organizations, foundations, community groups – in different fields, such as arts and culture, social services and education. He introduces central terms such as philanthropy, charity, community, social entrepreneurship, social investment, public good and civil society, whilst explaining how the field spills over from public management, through nonprofit management and public administration. The previous edition won the Best Book Award at the American Academy of Management in 2006. Nonprofit Organizations: Theory, Management, Policy is an ideal resource for students on undergraduate and postgraduate courses in both Europe and North America. |
| bank of america study of philanthropy: Fundraising Michael J. Worth, 2015-07-21 Fundraising: Principles and Practice provides readers with a comprehensive introduction to fundraising. Taking a balanced perspective, bestselling author Michael J. Worth offers insights on the practical application of relevant theory. The text is designed to engage readers in thinking critically about issues in fundraising and philanthropy to prepare them for careers in the nonprofit sector. Worth explores donor motivations and fundraising techniques for annual giving programs, major gift programs, planned giving, and corporate and foundation giving and campaigns. Traditional methods, including direct mail and personal solicitations, are discussed as well as new tools and practices, including online fundraising, crowd-funding and social networks, analytics, and predictive modeling. Written specifically for nonprofit career-oriented individuals, this book helps readers become successful fundraisers. |
| bank of america study of philanthropy: International Encyclopedia of Civil Society Helmut K. Anheier, Stefan Toepler, 2009-11-24 Recently the topic of civil society has generated a wave of interest, and a wealth of new information. Until now no publication has attempted to organize and consolidate this knowledge. The International Encyclopedia of Civil Society fills this gap, establishing a common set of understandings and terminology, and an analytical starting point for future research. Global in scope and authoritative in content, the Encyclopedia offers succinct summaries of core concepts and theories; definitions of terms; biographical entries on important figures and organizational profiles. In addition, it serves as a reliable and up-to-date guide to additional sources of information. In sum, the Encyclopedia provides an overview of the contours of civil society, social capital, philanthropy and nonprofits across cultures and historical periods. For researchers in nonprofit and civil society studies, political science, economics, management and social enterprise, this is the most systematic appraisal of a rapidly growing field. |
| bank of america study of philanthropy: Handbook of Aid and Development Raj M. Desai, Shantayanan Devarajan, Jennifer L. Tobin, 2024-06-05 With intellectual rigour, the Handbook of Aid and Development not only critically examines the relationship between aid and development, but also discusses recent trends within the field and judiciously considers its future prospects. |
| bank of america study of philanthropy: Giving Back Valaida Fullwood, 2011 'Giving Back' lifts up seldom-celebrated traditions of giving among Americans of African descent. Rarely acknowledged as philanthropy these centuries-old cultural customs and beliefs nevertheless continue to have an impact on lives and communities. Images and narratives of more than 200 people commemorate the legacy of Black philanthropists - from generous donors of wealth to ingenious givers carving a way out of no way. In 'Giving Back', Valaida Fullwood poignantly chronicles the African American experience with philanthropy. Intimate vignettes and candid reflections reveal a myriad of philanthropic practices grounded in faith, mutuality, and responsibility. Valaida juxtaposes personal accounts from a cross-section of Black philanthropists with fascinating quotes from givers and game-changers across cultures to illuminate transcendent truths and elicit new thinking about philanthropy. Photographer Charles W. Thomas beautifully captures images that portray the joy, aspiration, remembrance, and resilience that characterize Black philanthropy. Pairing photographic portraiture and narrative, Charles and Valaida give the reader over 160 artful page spreads that enliven the soul of philanthropy and honor the legacy of America¿s Black philanthropists. A perfect gift book, 'Giving Back' offers wells of inspiration for generous souls and lovers of photography, culture, and humanity. Every book purchased keeps giving, because proceeds are reinvested in philanthropic causes - and because these stories will inspire readers to give. |
| bank of america study of philanthropy: Winners Take All Anand Giridharadas, 2019-10-01 NEW YORK TIMES BESTSELLER • The groundbreaking investigation of how the global elite's efforts to change the world preserve the status quo and obscure their role in causing the problems they later seek to solve. An essential read for understanding some of the egregious abuses of power that dominate today’s news. Impassioned.... Entertaining reading.” —The Washington Post Anand Giridharadas takes us into the inner sanctums of a new gilded age, where the rich and powerful fight for equality and justice any way they can—except ways that threaten the social order and their position atop it. They rebrand themselves as saviors of the poor; they lavishly reward “thought leaders” who redefine “change” in ways that preserve the status quo; and they constantly seek to do more good, but never less harm. Giridharadas asks hard questions: Why, for example, should our gravest problems be solved by the unelected upper crust instead of the public institutions it erodes by lobbying and dodging taxes? His groundbreaking investigation has already forced a great, sorely needed reckoning among the world’s wealthiest and those they hover above, and it points toward an answer: Rather than rely on scraps from the winners, we must take on the grueling democratic work of building more robust, egalitarian institutions and truly changing the world—a call to action for elites and everyday citizens alike. |
| bank of america study of philanthropy: Prospect Research Cecilia Hogan, 2008 Prospect Research: A Primer for Growing Nonprofits, Second Edition is a detailed guide to expanding your donor base by implementing an advancement research plan. Written by a prospect researcher, this unique book provides you with the tips you need to find your next major gift donors. Novice and experienced researchers as well as fundraisers will appreciate this updated edition that focuses on prospect researching and the art of identifying and qualifying potential donors to nonprofit organizations. In addition to a detailed introduction to each step of prospect researching, the text includes sample forms and information on policies and procedures. |
| bank of america study of philanthropy: Religious Giving David H. Smith, 2010-04-06 Religious Giving considers the connection between religion and giving within the Abrahamic traditions. Each contributor begins with the assumption that there is something inherently right or natural about the connection. But what exactly is it? To whom should we give, how much should we give, what is the relationship between our giving and our relationship to God? Writing for the introspective donor, congregational leader, or student interested in ways of meeting human needs, the authors focus on the philosophical or theological dimensions of giving. The contributors' goal is not to report on institutional practices, but to provide thoughtful, constructive guidance to the reader -- informed by a critical understanding of the religious traditions under review. |
| bank of america study of philanthropy: Meaningful Philanthropy Jen Shang, Adrian Sargeant, 2024-07-16 With unparalleled access to some of the world’s most reflective and thoughtful philanthropists, this book explores the philanthropic journeys of 48 high net worth individuals (HNWIs) and ultra-high net worth individuals (UHNWIs) to uncover the person behind the giving. Their stories reveal the difference between the meaning they experience and the impact their philanthropy makes. Through the lens of philanthropic psychology, the authors examine how philanthropists experience their giving and the psychological challenges they need to overcome. This fascinating book provides a unique guide for new and experienced philanthropists and their trusted advisers and fundraisers in the creation of more meaningful philanthropic experiences. |
| bank of america study of philanthropy: The Routledge Companion to Philanthropy Tobias Jung, Susan D. Phillips, Jenny Harrow, 2016-05-17 Philanthropy – the use of private resources for public purposes – is undergoing a transformation, both in practice and as an emerging field of study. Expectations of what philanthropy can achieve have risen significantly in recent years, reflecting a substantial, but uneven, increase in global wealth and the rolling back of state services in anticipation that philanthropy will fill the void. In addition to this, experiments with entrepreneurial and venture philanthropy are producing novel intersections of the public, non-profit and private spheres, accompanied by new kinds of partnerships and hybrid organisational forms. The Routledge Companion to Philanthropy examines these changes and other challenges that philanthropists and philanthropic organisations face. With contributions from an international team of leading contemporary thinkers on philanthropy, this Companion provides an introduction to, and critical exploration of, philanthropy; discussing current theories, research and the diverse professional practices within the field from a variety of disciplinary perspectives. The Routledge Companion to Philanthropy is a rich and valuable resource for students, researchers, practitioners and policymakers working in or interested in philanthropy. |
| bank of america study of philanthropy: The Philanthropic Planning Companion Brian M. Sagrestano, Robert E. Wahlers, 2016-03-17 A donor-centered guide to charitable gift planning for fundraisers and professional advisors The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. Whether you are building your practice to work with high net worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand. Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented Explores the latest research focuses on donor behavior For fundraisers and professional advisors alike, The Philanthropic Planning Companion is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives. |
| bank of america study of philanthropy: Fundraising Management Adrian Sargeant, 2014-07-30 Applying the principles of marketing to nonprofit organizations and the fundraising sector is vital for the modern fundraiser who wants to increase profitability and diversify their fundraising efforts in this challenging industry. This comprehensive how-to guide provides a thorough grounding in the principles underpinning professional practices and critically examines the key issues in fundraising policy, planning and implementation. This new edition of Fundraising Management builds on the successful previous editions by including modern perspectives on organizational behaviour, extended coverage of digital fundraising and donor behaviour, including an examination of group influences on behaviour, and a new chapter on the use of social media for supporter engagement and retention. Combining scholarly analysis with practical real life examples, Fundraising Management has been endorsed by the Institute of Fundraising, and is mapped to the Certificate and Diploma in Fundraising, making it the definitive guide to best practice both in the UK and globally. This is a clear, problem-solving guide that no fundraising student or professional should be without. |
| bank of america study of philanthropy: Social Economics Joan Costa-Font, Mario Macis, 2017-01-27 A rich collection of current research in the growing field of social economics, covering such issues as culture, gender, ethics, and philanthropic behavior. The growing field of social economics explores how individual behavior is affected by group-level influences, extending the approach of mainstream economics to include broader social motivations and incentives. This book offers a rich and rigorous selection of current work in the field, focusing on some of the most active research areas. Topics covered include culture, gender, ethics, and philanthropic behavior. Social economics grows out of dissatisfaction with a purely individualistic model of human behavior. This book shows how mainstream economics is expanding its domain beyond market and price mechanisms to recognize a role for cultural and social factors. Some chapters, in the tradition of Gary Becker, attempt to extend the economics paradigm to explain other social phenomena; others, following George Akerlof's approach, incorporate sociological and psychological assumptions to explain economic behavior. Loosely organized by theme—Social Preferences; Culture, Values, and Norms; and Networks and Social Interactions”—the chapters address a range of subjects, including gender differences in political decisions, “moral repugnance” as a constraint on markets, charitable giving by the super-rich, value diversity within a country, and the influence of children on their parents' social networks. Contributors Mireia Borrell-Porta, Sjoerd Beugelsdijk, Joan Costa-Font, Elwyn Davies, Julio Jorge Elias, Marcel Fafchamps, Luigi Guiso, Odelia Heizler, Ayal Kimhi, Mariko J. Klasing, Martin Ljunge, Mario Macis, Mark Ottoni-Wilhelm, Abigail Payne, Kelly Ragan, Jana Sadeh, Azusa Sato, Kimberley Scharf, Sarah Smith, Mirco Tonin, Michael Vlassopoulos, Evguenia Winschel, Philipp Zahn |
| bank of america study of philanthropy: The Color of Money Mehrsa Baradaran, 2017-09-14 “Read this book. It explains so much about the moment...Beautiful, heartbreaking work.” —Ta-Nehisi Coates “A deep accounting of how America got to a point where a median white family has 13 times more wealth than the median black family.” —The Atlantic “Extraordinary...Baradaran focuses on a part of the American story that’s often ignored: the way African Americans were locked out of the financial engines that create wealth in America.” —Ezra Klein When the Emancipation Proclamation was signed in 1863, the black community owned less than 1 percent of the total wealth in America. More than 150 years later, that number has barely budged. The Color of Money seeks to explain the stubborn persistence of this racial wealth gap by focusing on the generators of wealth in the black community: black banks. With the civil rights movement in full swing, President Nixon promoted “black capitalism,” a plan to support black banks and minority-owned businesses. But the catch-22 of black banking is that the very institutions needed to help communities escape the deep poverty caused by discrimination and segregation inevitably became victims of that same poverty. In this timely and eye-opening account, Baradaran challenges the long-standing belief that black communities could ever really hope to accumulate wealth in a segregated economy. “Black capitalism has not improved the economic lives of black people, and Baradaran deftly explains the reasons why.” —Los Angeles Review of Books “A must read for anyone interested in closing America’s racial wealth gap.” —Black Perspectives |
| bank of america study of philanthropy: Achieving Excellence in Fundraising Timothy L. Seiler, Eva E. Aldrich, Eugene R. Tempel, 2010-12-01 Hank Rosso's Achieving Excellence in Fund Raising, 3rd Edition, explains the fund raising profession's major principles, concepts and techniques. A host of respected authors demonstrate why fund raising is a strategic management discipline, and elucidate each step in the fund raising cycle: assessing human and societal needs, setting goals, selecting gift markets and fund raising techniques, soliciting new gifts, and encouraging renewals. This book provides a conceptual foundation for the fund raising profession, thoroughly examining its principles, strategies and methods. Using practical examples, the authors explain the reasoning behind the planning and selection of strategies for all fund raising activities. Edited by Gene Tempel, Executive Director of Indiana University's Center on Philanthropy, this third edition of the Rosso's fund raising classic both retains the original philosophical principles of the first edition and offers new insights on recent fund raising developments. Each chapter has been updated, and Tempel has added new sections on technology and fund raising, the internet, women as donors, stewardship, and fund raising as a profession. Authors include such fund raising luminaries as Tim Seiler, Dwight Burlingame, Lilya Wagner, Mal Warwick, Kay Sprinkel Grace and Kim Klein. |
| bank of america study of philanthropy: The Millionaire in the Pew Russell L. Wilson, 2012 THE MILLIONAIRE IN THE PEW presents a new and unique approach to funding ministry and mission. Wilson asserts that there is untapped wealth in the Church that could be harvested. He believes that clergy and religious leaders possess many of the qualities of highly successful professional fundraisers. He also believes that if they can overcome the taboo of dealing with money and fundraising, they can raise millions of dollars for the Church. The Millionaire in the Pew argues that fundraising is a very spiritual practice. Two phenomena are converging that make THE MILLIONAIRE IN THE PEW timely and critical. One is the current crisis in funding churches. The other is the so-called Trillion-Dollar-Transfer. In the next decade or so, the Baby Boomers will be passing their assets in the billions, onto their offspring. The Trillion-Dollar-Transfer presents a huge opportunity for the Church. Clergy and religious leaders are in a unique position to take this unique opportunity to advance their churches. THE MILLIONAIRE IN THE PEW will: - change your attitudes toward money, wealth and wealthy people - teach you how to identify wealthy individuals - teach you how to educate and cultivate prospects - show you how to prepare effective verbal and written proposals - instruct you on how to make successful solicitation calls - increase your skills of persuasion to raise major gifts - introduce you to the mega potential for deferred gifts - empower you to harvest major and deferred gifts Russ Wilson has given us a splendid gift in THE MILLIONAIRE IN THE PEW.... Russ presents both the 'why' and the 'how' of funding ministry today. You will be inspired to make major gift solicitations after reading the chapters that tell how to do it. If nothing else you will find outstanding source material in this volume. This book is a gem! Dr. Wayne Barrett, Director, United Methodist Foundation of Michigan I believe THE MILLIONAIRE IN THE PEW will make a significant contribution to the church by empowering pastors, denominational leaders, and church leaders to provide critical finanacial resources to continue and expand its ministries and missions. Bishop Julius Calvin Trimble, Resident Bishop, Iowa Conference of the United Methodist Church THE MILLIONAIRE IN THE PEW will be a gift to clergy and congregations as they search for wisdom in fundraising amidst challenging economic times. This is a practical book outlining best practices for those faith-based institutions committed to pursuing a new level of excellence in stewardship. Russ Wilson brings together the wisdom gleaned from his years of experience for the benefit of pastors and lay leaders. Dr. Bill Enright, Director, The Lake Institute of Faith & Giving, Indiana University |
| bank of america study of philanthropy: Understanding Nonprofit Organizations Lisa A. Dicke, J. Steven Ott, 2023-04-03 There are no easy solutions to the complexities faced by nonprofit leaders and managers. This textbook addresses the governance, leadership, and management functions of the thousands of organizations in the nonprofit sector that provide an enormous range of services. This thoroughly revised fourth edition of Understanding Nonprofit Organizations does not simply recount and summarize seminal literature; it presents 22 of the most important and informative articles, chapters, and essays written about the workings of nonprofit organizations, alongside 18 case studies that illustrate the complex governing, leading, and managing issues raised in the chapters. The introductions that open each of the sections explore important issues and concepts, provide context, and explain what students should be looking for as they read each of the chapters. Each section introduction has been extensively rewritten or updated to address recent movements and changes in the nonprofit field, including the impacts of the COVID-19 pandemic on all aspects of nonprofit organizations’ functions and ability to raise funds, increasing social and political divides within countries and communities, the gains and problems that have arisen with dramatic expansion of social media, and the need for justice, equity, diversity and inclusion in our organizations and our society. Understanding Nonprofit Organizations provides a cohesive set of relevant readings for a course on nonprofit organizations and management, and instructors and students will appreciate the original case studies that parallel the major themes presented. The book is also designed for individuals who are hoping or planning to move into paid or voluntary leadership and management positions in nonprofit organizations—as well as for those already involved with nonprofits seeking to improve their skills and understanding of their chosen field. |
| bank of america study of philanthropy: Donor Cultivation and the Donor Lifecycle Map Deborah Kaplan Polivy, 2013-10-16 A fresh look at fundraising that depends upon the donor lifecycle, resulting in increased financial resources over time and a more stable bottom line for nonprofits A guide to better and more strategic fundraising, Donor Cultivation and the Donor Life Cycle Map presents the donor lifecycle map, which is circular in form, revealing how the convergence of the two subject matters—cultivation and the lifecycle map—can lead to better and more strategic fundraising. Author Deborah Kaplan Polivy specifically addresses the topic of cultivation and how, when focused over the donor lifecycle, it can become a logical and focused activity for obtaining increasingly large gifts. Step-by-step guidance and practical tools for understanding and making the most of the donor lifecycle Coverage includes Introduction to Donor Cultivation, Defining Donor Cultivation, Donor Cultivation Tools and the Donor Lifecycle: How and Where They Intersect, and Impediments to the Implementation Process Features a companion website with a variety of online tools to help readers implement key concepts Part of the Wiley Nonprofit Authority Series Donor Cultivation and the Donor Life Cycle Map seeks to change the perspective from transactional fundraising to recurring fundraising, beginning with the first donation and extending to the very last—an endowment that keeps on giving even after death. |
| bank of america study of philanthropy: How Philanthropy Is Changing in Europe Christopher Carnie, 2017-01-18 There is a new age of philanthropy in Europe – a €50 billion plus financial market. Changing attitudes to wealth, growing social need and innovations in finance are creating a revolution in how we give, aided and sometimes abetted by governments. Mapping the changes, Christopher Carnie focuses on high-value philanthropists – people and foundations as ‘major donors’ – investing or donating €25,000 upwards. Designed to help people find their way around the sector, this book includes interviews with philanthropists, advisers and fundraisers, and provides practical insider knowledge to access donors and donor information. Complete with a substantial appendix of sources, this book helps readers understand the revolution in philanthropy in Europe and provides market information for anyone building strategies for fundraising or philanthropy. |
| bank of america study of philanthropy: Endowment Handbook Laura MacDonald, 2024-09-18 Up-to-date reference on building endowment, reserves, and enduring relationships in the modern world Endowment Handbook is a comprehensive overview of endowments and reserves, covering key changes brought about by the Tax Cuts and Jobs Act, the pandemic, and calls for social change which have caused dramatic shifts in donor behavior, market performance, and society's perceptions (good and bad) of endowed funds and the rising popularity of strategic reserves. This new publication reflects these changes and provides examples for attracting new kinds of assets like Cryptocurrency and building relationships that will sustain a cause for the future. Written by Laura MacDonald, Principal and Founder of Benefactor Group and frequent speaker at local, regional, and national conferences, Endowment Handbook covers every aspect of endowments and reserves from preplanning, to identifying, cultivating, and establishing prospective donors, all the way to marketing and measuring success. In this book, you'll learn about: Technical information describing endowments, balanced with some of the emerging critiques of endowments and growing preferences for strategic reserves Effective messaging strategies for endowment funds, such as the “follow-the-leader” effect and citing “donor agency” Use of data screening and AI tools, social media outreach, and behavioral research to increase donor engagement As interest in financial sustainability continues to grow, Endowment Handbook is an essential resource for nonprofit organizations, healthcare systems, universities, and others seeking to leverage the enormous transfer of wealth from generations demonstrating high levels of philanthropy and civic engagement. |
| bank of america study of philanthropy: Giving USA 2018 Giving USA Foundation, 2018-06-12 |
| bank of america study of philanthropy: The Almanac of American Philanthropy Karl Zinsmeister, 2017-10-17 Philanthropy in America is a giant undertaking—every year more than $390 billion is voluntarily given by individuals, foundations, and businesses to a riot of good causes. Donation rates are two to ten times higher in the U.S. than in comparable nations, and privately funded efforts to solve social problems, enrich culture, and strengthen society are among the most significant undertakings in the United States. The Almanac of American Philanthropy was created to serve as the definitive reference on America's distinctive philanthropy. Upon its publication it immediately became the authoritative, yet highly readable, 1,342-page bible of private giving—chronicling the greatest donors in history, the most influential achievements, the essential statistics, and summaries of vital ideas about charitable action. Now there is this new Compact Edition of the Almanac. It offers highlights of the crucial information and fascinating arguments contained in the full-length Almanac, in a condensed format. All updated to 2017! |
| bank of america study of philanthropy: Think and Grow Rich for Women Sharon Lechter, 2015-06-16 Women are the future of American business. According to a recent Nielsen report, women will control two-thirds of American consumer wealth in less than a decade. And yet almost all business and success literature is still written for men—dispensing advice that doesn’t take into account women’s unique strengths or address the demands of family life on mothers. Think and Grow Rich for Women is a powerful new book—from the award-winning author of Think and Grow Rich: Three Feet from Gold and coauthor of the multimillion-selling Rich Dad, Poor Dad. It combines Hill’s classic Thirteen Steps to Success with case studies of noteworthy women (including Sandra Day O’Connor, Maya Angelou, Katie Couric, Caroline Kennedy, Madonna, Oprah Winfrey, Margaret Thatcher, Condoleezza Rice, J. K. Rowling, Barbara De Angelis, Marianne Williamson, Angela Merkel, Mary Kay Ash, IBM CEO Ginni Rometty, and many more), outlining a master plan for success for all women. |
| bank of america study of philanthropy: Do What You Do Best Jeff Russell, 2013-02 Focus on what you do best and outsource the rest. Author Jeff Russell shows in this simple yet practical book how nonprofit organizations and their causes can benefit from outsourcing. |
| bank of america study of philanthropy: The Nonprofit Challenge D. White, 2010-10-25 This book describes the challenges facing charities, explains how they must reassess their commitment, and pushes charities to be their best. It also examines how two sectors of society - business and government - would benefit from a similar corrective journey. |
| bank of america study of philanthropy: Everyday Information William Aspray, Barbara M. Hayes, 2011-03-04 An intimate, everyday perspective on information-seeking behavior, reaching into the social context of American history and American homes. All day, every day, Americans seek information. We research major purchases. We check news and sports. We visit government Web sites for public information and turn to friends for advice about our everyday lives. Although the Internet influences our information-seeking behavior, we gather information from many sources: family and friends, television and radio, books and magazines, experts and community leaders. Patterns of information seeking have evolved throughout American history and are shaped by a number of forces, including war, modern media, the state of the economy, and government regulation. This book examines the evolution of information seeking in nine areas of everyday American life. Chapters offer an information perspective on car buying, from the days of the Model T to the present; philanthropic and charitable activities; airline travel and the complex layers of information available to passengers; genealogy, from the family Bible to Ancestry.com; sports statistics, as well as fantasy sports leagues and their fans' obsession with them; the multimedia universe of gourmet cooking; governmental and publicly available information; reading, sharing, and creating comics; and text messaging among young people as a way to exchange information and manage relationships. Taken together, these case studies provide a fascinating window on the importance of information in the past century of American life. |
| bank of america study of philanthropy: All the Presidents' Money Megan Gorman, 2024-09-24 A journey through the personal money stories of the US presidents and how they built wealth—or didn’t. Was Harry Truman really our poorest president or simply a man up at 2 a.m. struggling with financial anxiety? Did Calvin Coolidge get bad advice from his stockbroker to buy stocks in 1930 as the market continued to crash? Is it true George Washington enhanced his net worth by marrying up? We often think of the US presidents as being above the fray. But the truth is, the presidents are just like us—worried about money, trying to keep a budget, and chasing the American financial dream. While some presidents like Herbert Hoover and Gerald Ford became wildly successful with money, others like Thomas Jefferson and Joe Biden struggled to sustain their lifestyle. The ability to win the presidency is no guarantee of financial security, although today it’s a much easier path to monetize. In All the Presidents’ Money, tax attorney and wealth manager Megan Gorman takes us on a journey to understand the different personal money stories of the presidents. Grit, education, and risk are just some of the different ways that the presidents over the last 250 years have made (or lost) money. With lively storytelling and rigorous research, All the Presidents’ Money reveals how some of the greatest leaders are the worst money managers and our least favorite presidents are good at making money. |
| bank of america study of philanthropy: Leading the Fundraising Charge Karla A. Williams, 2013-01-03 Practical guidance to deal with the challenges executives face when leading a philanthropically supported nonprofit organization In today's donor-focused environment, the executive director has a greater responsibility to play an active, informed, and influential role in creating an environment that is conducive to optimal philanthropy. Leading the Fundraising Charge addresses the challenges and issues that executives face when leading a nonprofit organization that is dependent on philanthropic support.. Offers nonprofit directors and executives the tools they need to help their organizations survive and thrive in any economic scenario Provides a perspective that is unique to the nonprofit executive's position Helps every executive director to evaluate and prioritize the best fund development strategies At no other time in the history of organized philanthropy has fundraising been more critical, complex, and challenging. Thorough and focused, Leading the Fundraising Charge equips you with the guidance you need to lead your nonprofit effectively. |
| bank of america study of philanthropy: The New Fundraisers Beth Breeze, 2017-10-30 Charitable fundraising has become ever more urgent in a time of extensive public spending cuts. However, while the identity and motivation of those who donate comes under increasingly close scrutiny, little is known about the motivation and characteristics of the ‘askers’, despite almost every donation being solicited or prompted in some way. This is the first empirically-grounded and theorised account of the identity, characteristics and motivation of fundraisers in the UK. Based on original data collected during a 3-year study of over 1,200 fundraisers, the book argues that it is not possible to understand charitable giving without accounting for the role of fundraising. |
The 2023 Bank of America Study of Philanthropy: Charitable …
Our latest report highlights donors’ enduring commitment to creating a safer, more prosperous, sustainable and equitable world through philanthropy. Specifically, the study highlights the …
THE U.S. TRUST STUDY OF THE PHILANTHROPIC …
The study found that a mere 14% of advisors are likely to raise the topic of philanthropy with clients (who have children) for the purpose of helping to instill charitable values among the next …
CHARITABLE GIVING BY AFFLUENT HOUSEHOLDS - IU
The 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households reveals trends in the giving and volunteering behaviors of affluent individuals and households …
STUDY OF High Net Worth Philanthropy - pathforyou.org
High Net Worth Philanthropy and 2014 U.S. Trust® Study of High Net Worth Philanthropy research series. Institutional Investments & Philanthropic Solutions (II&PS) is part of U.S. …
The 2023 Bank of America Study of Philanthropy Info Sheet
Based on a nationally representative random sample of 1,626 affluent households, the study is an authoritative source of information on affluent American’s philanthropic attitudes and practices. …
Bank of America High Income Study Paper Template - IU
Based on a random survey of over 30,000 households in high net-worth neighborhoods across the country, this landmark study has major implications for the philanthropic sector: those who …
The 2021 Bank of America Study of Philanthropy: Charitable …
The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households report examines the giving patterns, priorities, and attitudes of affluent U.S. households for the year …
The rising wealth of women - Bank of America Institute
And according to the 2023 Bank of America Study of Philanthropy (see Methodology for details), affluent women are driving positive change through their economic influence and strategic …
The 2010 Study of High Net Worth Philanthropy
Bank of America Merrill Lynch* puts the strength of the organization to work for the more than 22,000 nonprofit organizations, individuals, and families, who have a trusted relationship with …
Affluent women influence 85pc of philanthropy decisions: …
percent above pre-pandemic levels, according to a new 2023 Bank of America Study of Philanthropy. The study from the Charlotte, NC-based bank found that affluent households …
The 2021 Bank of America Study of Philanthropy: Charitable …
The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households is the eighth in the series of biennial studies researched and written by the Indiana University Lilly …
The 2012 Bank of America Study of High Net Worth …
The 2012 Bank of America Study of High Net Worth Philanthropy examines the giving patterns, priorities, and attitudes of America’s wealthiest households for the year 2011. This study, the …
Portraits of Generosity - IU
This study is a continuation of the 2006, 2008, 2010, 2012 Bank of America Study of High Net Worth Philanthropy and the 2014 and 2016 U.S. Trust® Study of High Net Worth Philanthropy …
THE U.S. TRUST STUDY OF THE PHILANTHROPIC …
about philanthropy. The purpose of this study is to revisit the key points uncovered in the earlier study and to expand upon topics of particular interest today from two vantage points: external …
THE 2014 U.S. TRUST STUDY OF HIGH NET WORTH …
THE 2014 U.S. TRUST ® STUD F HIGH NET ORTH PHILANTHROPY | HIHLIHTS OR ADVISORS 1 This study is a continuation of the 2006, 2008, 2010 and 2012 Bank of America …
Affluent Americans Expand Generosity During the Pandemic - IU
2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households
CASE Study of Principal Gifts to U.S. Colleges & Universities
Jul 1, 2020 · Thanks to our friends and colleagues at Bank of America, this study has expanded our understanding of the impact, nature, and purpose of the largest gifts and of the generous …
The 2021 Bank of America Study of Philanthropy: Charitable …
The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households. report examines the giving patterns, priorities, and attitudes of affluent U.S. households for the …
The U.S. Trust Study of The Philanthropic Conversation
This current study provides valuable information for professional advisors, donors, nonprofit professionals and others interested in philanthropy/the non-profit sector about the role of …
The 2021 Bank of America Study of Philanthropy to Endnote 1 …
The 2021 Bank of America Study of Philanthropy is the eighth in a series of research reports on the giving and volunteering practices of affluent households in the United States. Based on a …
The 2023 Bank of America Study of Philanthropy: Charitable …
Our latest report highlights donors’ enduring commitment to creating a safer, more prosperous, sustainable and equitable world through philanthropy. Specifically, the study highlights the …
THE U.S. TRUST STUDY OF THE PHILANTHROPIC …
The study found that a mere 14% of advisors are likely to raise the topic of philanthropy with clients (who have children) for the purpose of helping to instill charitable values among the …
CHARITABLE GIVING BY AFFLUENT HOUSEHOLDS - IU
The 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households reveals trends in the giving and volunteering behaviors of affluent individuals and households …
STUDY OF High Net Worth Philanthropy - pathforyou.org
High Net Worth Philanthropy and 2014 U.S. Trust® Study of High Net Worth Philanthropy research series. Institutional Investments & Philanthropic Solutions (II&PS) is part of U.S. …
The 2023 Bank of America Study of Philanthropy Info Sheet
Based on a nationally representative random sample of 1,626 affluent households, the study is an authoritative source of information on affluent American’s philanthropic attitudes and practices. …
Bank of America High Income Study Paper Template - IU
Based on a random survey of over 30,000 households in high net-worth neighborhoods across the country, this landmark study has major implications for the philanthropic sector: those who …
The 2021 Bank of America Study of Philanthropy: Charitable …
The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households report examines the giving patterns, priorities, and attitudes of affluent U.S. households for the year …
The rising wealth of women - Bank of America Institute
And according to the 2023 Bank of America Study of Philanthropy (see Methodology for details), affluent women are driving positive change through their economic influence and strategic …
The 2010 Study of High Net Worth Philanthropy
Bank of America Merrill Lynch* puts the strength of the organization to work for the more than 22,000 nonprofit organizations, individuals, and families, who have a trusted relationship with …
Affluent women influence 85pc of philanthropy decisions: …
percent above pre-pandemic levels, according to a new 2023 Bank of America Study of Philanthropy. The study from the Charlotte, NC-based bank found that affluent households …
The 2021 Bank of America Study of Philanthropy: Charitable …
The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households is the eighth in the series of biennial studies researched and written by the Indiana University Lilly …
The 2012 Bank of America Study of High Net Worth …
The 2012 Bank of America Study of High Net Worth Philanthropy examines the giving patterns, priorities, and attitudes of America’s wealthiest households for the year 2011. This study, the …
Portraits of Generosity - IU
This study is a continuation of the 2006, 2008, 2010, 2012 Bank of America Study of High Net Worth Philanthropy and the 2014 and 2016 U.S. Trust® Study of High Net Worth Philanthropy …
THE U.S. TRUST STUDY OF THE PHILANTHROPIC …
about philanthropy. The purpose of this study is to revisit the key points uncovered in the earlier study and to expand upon topics of particular interest today from two vantage points: external …
THE 2014 U.S. TRUST STUDY OF HIGH NET WORTH …
THE 2014 U.S. TRUST ® STUD F HIGH NET ORTH PHILANTHROPY | HIHLIHTS OR ADVISORS 1 This study is a continuation of the 2006, 2008, 2010 and 2012 Bank of America …
Affluent Americans Expand Generosity During the Pandemic
2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households
CASE Study of Principal Gifts to U.S. Colleges & Universities
Jul 1, 2020 · Thanks to our friends and colleagues at Bank of America, this study has expanded our understanding of the impact, nature, and purpose of the largest gifts and of the generous …
The 2021 Bank of America Study of Philanthropy: Charitable …
The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households. report examines the giving patterns, priorities, and attitudes of affluent U.S. households for the …
The U.S. Trust Study of The Philanthropic Conversation
This current study provides valuable information for professional advisors, donors, nonprofit professionals and others interested in philanthropy/the non-profit sector about the role of …
The 2021 Bank of America Study of Philanthropy to Endnote …
The 2021 Bank of America Study of Philanthropy is the eighth in a series of research reports on the giving and volunteering practices of affluent households in the United States. Based on a …
