A Message from BoardSource’s CEO
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4
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Part 1: Fundraising Basics
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6
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Tool 1: Fundraising in the 21st Century
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7
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Tool 2: Delineating Roles and Responsibilities
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10
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Tool 3: Board Member To-Do List
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13
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Tool 4: Making a Personal Gift
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15
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Tool 5: Creating a Development Committee
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17
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Tool 6: The Development Process
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19
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Tool 7: Methods and Techniques
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24
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Tool 8: Key Ethical Issues
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30
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Part 2: Establishing Fundraising Policies
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33
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Tool 9: Recommended Policies
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34
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Tool 10: Board Member Policies
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35
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Tool 11: Gift Acceptance Policies
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37
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Tool 12: Donor Relations Policies
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38
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Tool 13: Sponsorship and Endorsements Policies
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40
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| Part 3: Preparing to Raise Funds |
42
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Tool 14: Assessing the Board’s Fundraising Culture
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43
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Tool 15: Conducting a Development Audit
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45
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Tool 16: Crafting a Case Statement
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48
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Tool 17: Developing a Story
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50
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Tool 18: Developing a Communications Toolkit
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52
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Tool 19: Role-Playing Exercises
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55
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Tool 20: Silent Prospecting
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60
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Tool 21: Committing to a Level of Involvement
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61
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Tool 22: Outsourcing Fundraising
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64
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Part 4: Raising Funds
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67
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Tool 23: Running a Capital Campaign
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68
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Tool 24: Helping to Win Grants
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71
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Tool 25: Involving Reluctant Board Members
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72
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Tool 26: Raising Funds in Turbulent Times
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74
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| Part 5: Evaluating Your Efforts |
77
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Tool 27: Monitoring Board Member Giving
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78
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Tool 28: Tracking Overhead and Costs
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79
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Tool 29: Fundraising Ratios
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80
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Part 6: Recommended Reading on Board Orientation Topics
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81
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About BoardSource
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83
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More BoardSource Resources
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84
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