By E. A. Scanlan

Praise for Fundraising Consultants

"In Fundraising specialists: A advisor for Nonprofit firms, Gene Scanlan offers a considerate and deliberative advisor for the way to pick, improve, and continue profitable relationships with specialists that may aid firms in attaining their objectives. it's also an outstanding source for specialists, either new and skilled, on the way to top serve our clients."

Barbara L. Ciconte, CFRE, Senior vice chairman, Consulting Services

Donor ideas, Inc.

"Finally, a ebook that gives a balanced and informative point of view approximately fundraising consulting. Gene presents stable info for agencies to think about while utilizing a specialist whereas additionally describing the consultant's perspective. All this may in basic terms bring about a greater use of specialists and extra winning nonprofits."

Sandra Renner, MSW, CFRE, Renner Consulting

Strategic Philanthropic guidance

"This booklet is a wonderful resource for a improvement or starting place director to learn sooner than hiring any form of advisor. It courses you thru the hunt method and tells you ways to guage your clients. this is often in particular vital for small improvement workplaces or foundations that depend on outsourcing fundraising initiatives or campaigns to specialists. It even indicates easy methods to use specialists as an inventive resource!"

Jeanne G. Jacob, CAE, CFRE, government Director

Goodwin residence starting place

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Additional resources for Fundraising Consultants: A Guide for Nonprofit Organizations

Sample text

This service is different from the development audit or assessment because it is entirely focused on external stakeholders (although contributing and other board members may be included in the process). There is usually no internal assessment by the consultant, only a series of interviews with individual donors (usually major donors) and donor prospects, and possibly with foundation and corporate donors and prospects. Usually a case prospectus, fact sheet, annual report, or other information on the organization is sent to the prospective interviewees, along with a letter of invitation explaining the purposes of the interview.

The consultant will supply the needed expertise and do the asking, rarely needing to call on board or staff members. As was pointed out earlier, there may be legal issues, and the consultant or firm may in fact be classed as a solicitor depending on your state laws. But there are also strong philosophical differences among consultants and consulting firms over this approach. ‘‘Onsite campaign management’’ is one of the services offered by many reputable firms and some individual consultants. In these arrangements the consultant or firm basically functions as a development staff member for the organization.

For example, a consultant/solicitor might meet with a potential campaign major donor who expresses two options he or she is considering: a campaign gift now, or inclusion of the organization in his or her estate plans with a significant portion of the estate to go to the organization. The consultant/solicitor may focus on the campaign gift so that it can be counted toward the goal; the best interests of the organization might be served by the planned gift. Does the firm that offers on-site campaign management services also offer to do a feasibility study, and does it offer to package these two services?

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