There are many reasons why fundraisers should consider acting as an estate trustee or an attorney under a Power of Attorney only in the rarest of occasions. Firstly, in such situations, the fundraiser becomes subject to the legal duties of...
The business of community organization is doing good. The work they do makes a significant difference in the lives of people and communities served. Effective management and the wise use of limited resources are essential to the success of any...
"Stick your foot in the door until it bleeds." British fundraiser Tony Elischer's maxim for corporate fundraising may not paint a welcoming picture, but it does share what is often the most effective strategy for success in this increasingly competitive...
For many development professionals new to it, planned giving can be a bewildering mix of jargon, tax laws and complex financial relationships. It is, however, often simpler than it appears. First of all, in even a mature program, at least...
"In most charities, resources invested in prospecting for planned giving donors is wasted." Speaking as part of a panel to the Toronto Chapter of the Canadian Association of Gift Planners, John Hochstadt, until recently Director of Planned Giving & Major...
The challenge of a recognition program is to be tactful and proceed with great care. According to Dr. Edward H. Pearce, Associate Director, Department of Development, Queen's University, "It is just good manners to say "Thank you" in an appropriate...
Abstract Within the context of social entrepreneurialism, non-traditional charitable sources of revenue may be categorized as follows: Corporate Strategic Giving with funding and resources seen as an investment to achieve corporate business aims (cause-related marketing, co-branding and sponsorship). Venture Philanthropy,...
Most charities live with two basic types of fundraising: a current ongoing campaign to satisfy this year's operating requirements, and (hopefully) an endowment and gift planning program for future needs. Speaking to a recent meeting of the Greater Toronto Chapter...
As presently practiced by such charities as the University of Toronto, Mount Sinai Hospital Foundation, and the United Church of Canada, the charitable remainder trust is a deceptively simple and relatively new financial instrument which may be more complex than...
Proposals that appeal will speak to the real needs of the requesting organization and the interests of the potential funder, and will be based on a complete review of the funder's printed and published materials, if any. They should also...
