The University of Michigan School of Social Work



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Course Title: Grant Getting, Contracting and Fund Raising

Course Number: MHS 663, Section 001 (20738)

Day & Time: Wednesday (9:00 a.m-12:00 Noon)

Course Room:

Term: Winter 2012

Professor: Robert J. Miller

Phone: School: 734-763-8045/Cell: 734-645-9841

School Office: Room 2740

E-Mail Address: bobmille@umich.edu

Use 663 on the subject line when

corresponding with me so I can

identify an e-mail for this course

Course Description

Human service organizations secure resources through a variety of venues, including fees, grants, contracts, gifts and bequests, in-kind (non-cash) contributions, and investments. Skill instruction will be provided in assessing an agency’s resource mix and how to repackage or expand its revenue streams. Skill development will be emphasized in areas such as: grant seeking, proposal writing and presentation; service contracting; campaign planning and management; donor development; direct solicitation of gifts and bequests; and planning of fundraising events. This course will also address consumer and third-party fee setting and collection, outsourcing, income investment, and creation of for-profit subsidiaries.

Course Content

This course will focus on fundraising and efficient and effective use of money raised by an organization. The wide range of possible income sources used by community groups, human service organizations, and other nonprofits that address the needs of disadvantaged populations and the promotion of pro-social causes will be examined. These sources include public agencies, business corporations, philanthropic foundations, United Ways and other federated funds, civic and religious associations and advocacy groups, individual donors, and those who pay fees for goods or services rendered (including third-parties).

This course will emphasize grant-seeking, contract procurement, proposal writing, and other approaches to fundraising as ways to empower organizations and groups, expand and improve services, reach populations in need, improve social conditions or anticipate and correct the emergence of problems. The implications of using alternative approaches to income generation and of changing the income mix will be analyzed in terms of mission accomplishment, program viability, and organizational maintenance. Students will learn how to identify prospective funding sources; build relationships with potential donors, funders, and collaborators; write and submit grant and contract proposals; and plan and carryout fundraising campaigns and events (including those that may involve multiple collaborators or that may substitute non-cash for cash contributions).

Course Objectives

Upon completion of the course, students will be able to:

1. Assess the financial stability of an organization.

2. Identify appropriate funding strategies leading toward the financial sustainability of an organization.

3. Locate appropriate funding sources for specific social programs, projects, and organizational needs.

4. Initiate and sustain relationships with potential funders and donors.

5. Write project proposals that are technically complete and contribute to social equity.

6. Identify and implement appropriate fundraising strategies necessary for program achieve-mint.

7. Develop and carry out elements in a fundraising campaign and/or fundraising events.

8. Distinguish between the advantages and disadvantages of alternative funding sources and strategies in terms of mission, program achievement, and organizational sustainability.

9. Discuss typical ethical concerns related to grant getting, contracting, and fundraising.

Course Design

The principal methods of teaching will be through lectures and student presentations. The course will be enhanced by extensive group discussion with all students.

Relationship of the Course to Four Curricular Themes

• Multiculturalism and Diversity. Class examples of successful projects and funder priorities will deal with issues related to dimensions of diversity and multiculturalism. Fundraising strategies will focus on how to develop financial support for causes that represent traditionally underrepresented populations that are typically not included in mainstream funding priorities.

• Social Change and Social Justice. Student designed projects will be required to reflect a commitment to social equity such that program outcomes accommodate the needs of disadvantaged populations. Students will learn how to promote social causes, to increase awareness of social injustice, and help donors understand giving for the greater good of social change.

• Promotion, Prevention, Treatment, and Rehabilitation. Students will learn that fundraising provides the financial support that makes promotion, prevention, treatment, and rehabilitation services possible in human service organizations. They will also learn that mainstream funding may not always support best practice programming, resulting in ethical dilemmas and requiring the ability to develop alternative funding strategies.

• Behavioral and Social Science Research. This course will review the growing body of research on effective fundraising. For example, students will learn that market research is essential to the success of letter, telephone, and other campaigns. Moreover, funders increasingly demand evidence that project proposals reflect empirical knowledge. Thus, this course will cover how to gather data that describes a problem and give explanations (i.e., scientific theories) that justify the proposed intervention approach.

Relationship of the Course to Social Work Ethics and Values

Ethical and value dilemmas unique to fundraising will be presented in this course. Students will be introduced to the potential conflicts of interest that can occur when several different parties are involved in raising, giving, or sharing large sums of money (e.g., intentional and unintentional deception, making decisions that are not in the best interests of the various players, fraud, and corruption). In addition, emphasis will be placed on how to choose, approach, and work with donors (e.g., who should be approached, to give how much and how, for whom, and for what purposes). Other ethical issues will also be discussed, including whether to accept what might be considered “tainted” money and how much donor choice should be permitted in the reallocation of funds raised. Although several fundraising codes of ethics are currently being created by relevant professional societies, few give clear and direct guidelines to action, making this issue of central importance to this course.

Intensive Focus on Privilege,

Oppression, Diversity and Social

Justice (PODS):

This course integrates PODS content and skills with a special emphasis on the identification of theories, practice and/or policies that promote social justice, illuminate injustices and are consistent with scientific and professional knowledge. Through the use of a variety of instructional methods, this course will support students developing a vision of social justice, learn to recognize and reduce mechanisms that support oppression and injustice, work toward social justice processes, apply intersectionality and intercultural frameworks and strengthen critical consciousness, self knowledge and self awareness to facilitate PODS learning.

Grading

Letter grades “A” through “E” are given for class performance.

“A” is given for exceptional performance and mastering of the material

“B” is given to students who demonstrate mastery of the material

“C” is awarded when mastery of the material is minimal

“D” indicates deficiency and carries no credit

“E” indicates failure and carries no credit

Papers, the proposal, oral presentations, and class discussion will be graded using the following criteria: quality of the analysis and depth of understanding of concepts and ideas; the logical order to the presentation of your thoughts; the appropriate use of references and resources and the variety of resources referenced: the over-all professional presentation of the material.

***LATE ASSIGNMENTS WILL HAVE ONE LETTER GRADE DEDUCTED***

Submission Policy

Students are to use APA citation format for each of the assignments except when noted. The only exception may be when single-spaced documents are requested instead of the usual double-spaced; this is done to be environmentally conscious by saving paper. Each assignment needs to include appropriate attribution of authorship for paraphrases or ideas acquired from another source or appropriate citations, including page numbers for direct quotes

Learning Accommodation

If you need or desire an accommodation for a disability, please let me know at your earliest convenience. Many aspects of this course, the assignments, the in-class activities and the way that the course is taught can be modified to facilitate your participation and progress throughout the semester. If you decide to disclose your disability, I will (to the extent permitted by law) treat that information as private and confidential. I encourage you to explore the University of Michigan Disability Accommodations office at to learn more about the resources available to enhance your learning style.

Course Readings

There will be three required books for the course:

1. Shore, Bill. (1999). The Cathedral Within Transforming Your Life by Giving Something Back: New York: Random House, Inc

2. Prahalad, C.K. (2010). The Fortune at the Bottom of the Pyramid: Eradicating Poverty Through Profits, New Jersey. Wharton School Publishing, Inc

3. New, Cheryl and Quick, James (2003). How to Write a Grant Proposal. New Jersey: John Wiley & Sons, Inc.

* All individual and group assignments beyond the texts are posted to the CTools site for the course.

Wait until first meeting of class- readings will be assigned for student presentations.

Course Schedule

Class # 1-01/04/12 (Individual and Team Presentation Assignments)

KEY CONCEPTS COVERED BY PROFESSOR

*Introductions/Course Review and Assignments

*Good Search

*Assessing management’s capacity of non-profit

*More charities enlist staff members to pitch in with fund raising

*Where does money come from and who profits from these funds

*Giving to charities in 2010

*Demographics of who gives time, money or both

*US ranks fifth in survey of giving habits around the world

*Younger Americans prefer donating time and they volunteer at double the rate of adults

*Volunteers remain steady among recession strapped Americans

*The unexpected power of $10 and $20

*Its smart to give back

*Smaller percentage of donors are giving

*Economic pressure prompt rise in anonymous philanthropy

*50 years of growth for nonprofits

*Number of charities created each year by cause

*Philanthropic relativity

*Generosity in the United States: Who gives the most?

*Is your religion your financial destiny?

*Nonprofit hiring

*More Americans say giving money is easier than volunteering time

*Why do people give or don’t give

*Separating grant writing from fundraising and grant writer’s compensation

*Grant Writer (free lance or employee) - where to hire freelance writer

*State registration requirements for charities and fund raisers

*Basic ingredients of a proposal

*Clean the World Foundation plus other examples

*Is Three Cups of Tea writer a fraud? (Video)

Class # 2-01/11/12

KEY CONCEPTS COVERED BY PROFESSOR

*Things to understand about grantsmanship

*Preliminary considerations (pre-proposal phase)

*Funding plan

*Grant proposal is funded or not rests on

*Searching for private funding

*Searching for public funding

*State budget process

*Lobbying for governmental funding

*Devolution

*Types of grants

*Difference between grants and contracts

*Process for submitting proposals (public and private)

*Analyzing applications- RFP's, RFQ’s, RFA’s, RFS’s, BAA’s, NOFA’s

*Common grant application

*Asset promotion vs deficit reduction proposals

*Philanthropy, development, and fundraising

*Ingredients of a proposal-Type, Margins, and Type Face

*Ingredients of a proposal-Cover Letter, Form 424, Executive Summary

*Ingredients of a proposal-Table of Contents

STUDENT PRESENTATIONS

1.___________Grace, Kay (1997). “Values: The Context for Philanthropy,

Development and Fund Raising,” and “Putting Away the Tin Cup: Changed Attitude

Changed Practices,” in Beyond Fundraising: New Strategies for Nonprofit Innovation

And Investment, New York: John Wiley & Sons, Pages 3 – 35.

2.___________Rosso, Hank (2003). “Developing A Constituency For Fundraising,” and “Developing And Articulating A Case For Support,” in Achieving Excellence In Fundraising. California: Jossey-Bass, Pages 41-58.

Class # 3-01/18/12 (Three Page Shore/Prahalad Report Due-Single Spaced)

KEY CONCEPTS COVERED BY PROFFESSOR

*Stolen Credit cards

*General rules related to lobbying

*Categories of not-for-profit (tax exempt vs tax deductibility)

*Understanding IRS Form 990 and Form 1023

*IRS figures show charity creation may be slowing

*Many groups stand to lose charity status under IRS rule changes

*New ways to donate are proposed

*Fundraising is a noble profession and it starts with passion

*Four-legged stool of fundraising

*Donor Pyramid of fundraising strategies

*Steps charities can take to disclose gifts to fund raisers

*Scales tipping against tax exempt hospitals

*Chronicle of Philanthropy

*Sustainability mix needed for organizational survival

*Ingredients of a proposal- Needs Statement, Problem Statement or Case Study

STUDENT PRESENTATIONS

3.____________Rosso, Hank (2003). “Individuals As Donors,” in Achieving Excellence In Fund Raising, California: Jossey-Bass, Pages 161-176.

4.____________ Rosso, Hank (2003). “The Annual Fund,” and “Gifts of Significance,” in Achieving Excellence in Fund Raising, California: Jossey-Bass, Pages 71-102

Class # 4-01/25/12 (Turn in Idea for Grant Proposal)

KEY CONCEPTS COVERED BY PROFESSOR

*The seductive lure of luxury

*Cultivation- growing your donor level

*Direct mail

*Charities that rely on mass solicitation fare well

*How will the success of the direct mail campaign be measured?

*Sending e-mail appeals

*Monthly donors

*Multi-level giving clubs

*Donor feedback forms

*How much donor involvement is too much?

*The dollar-understanding its’ history

*Ingredients of a proposal- Mission, Goals, Objectives

STUDENT PRESENTATIONS

5.___________Rosso, Hank (2003). “Direct Mail,” in Achieving Excellence In Fund Raising, California: Jossey-Bass, Pages 245-258.

6._____________Sargeant, Adrian and Jay, Elaine (2004). “Why Does Loyalty Matter,” and “Driving Donor Loyalty,” and “Advancing The Relationship Revolution,” and “Growing Monthly Giving,” in Building Donor Loyalty. California: John Wiley and Sons, Pages 1-27, 41-59.

7.____________Warwick, Mal (2003). Testing, Testing, 1, 2, And 3:_Raise More Money with Direct Mail Tests. California: Jossey-Bass, Pages 3-8, 77-101.

Class # 5-02/01/12 (Three Page Fund Raising Report Due)

KEY CONCEPTS COVERED BY PROFESSOR

*Gift planning practice

*Donor “Bill of Rights”

*Gift substantiation rule

*U.S. must think bigger about volunteers’ role in building a better future

*Dollar value of volunteer time and make room for gold collar workers

*Volunteers as fundraisers: The potential for success is enormous

*Volunteers can deduct some out-of-pocket expenses at tax time

*Per hour rate for volunteers

*Donor research (web sites)

*Rating and screening of prospects

*Increasing clout from recruiters stir debate

*Increasing clout of recruiters stir debate

*Ethics of discovery

*Fundraising consultants

*Agreement for services

*Feasibility study of capital and endowment campaigns

*Risk of capital campaign fatigue

*Driven off course

*Time shares

*Naming opportunities

*Certified Fund Raising Professional (CFRP)

*Ingredients of a proposal- Project Description and Project Management Plan

*Ingredients of a proposal- Documentation Plan and Evaluation Plan

STUDENT PRESENTATIONS

8.___________ Rosso, Hank (2003). “Building Endowment,” and “Capital Campaigns,” in Achieving Excellence in Fund Raising. California: Jossey-Bass, Pages 103 – 138.

9.___________ Rosso, Hank (2003). “Selecting And Working With Fundraising Consultants,” in Achieving Excellence In Fund Raising. California: Jossey-Bass, Pages 400- 411.

10.___________Rosso, Hank (2003). “Thinking Strategically About Information,” in Achieving Excellence in Fund Raising. California: Jossey-Bass, Pages 349-365.

Class # 6-02/08/12

KEY CONCEPTS COVERED BY PROFESSOR

*Reasonable reform could pump billions into charities while preserving foundations

*What do people fear the most?

*No will-there is a way

*You can’t take it with you

*First impressions do count in the long run

*State tax credits

*Naming opportunities

*When is a pledge legally binding?

*Orthodontist pulls pledges from dental schools

*Money illegally gained or ill gotten

*Raffle Guide

*Driven off course

*Workers get payroll cards instead of paychecks

*Fee setting

*Factors effecting fund raising cost

*A new type of charity gift

*Religious, mutual benefit and civic organization

*Asking for money

*Economic pressures prompt a rise in anonymous philanthropy

*Defining generations

STUDENT PRESENTATIONS

11.__________Lauffer, Armand (1997). “In Association: Securing Support from Religious, Mutual Benefit, And Civic Organizations,” in Grants, Etc. California: Sage Publications, Inc., Pages174-191.

12.___________Handout

12A.__________ Fredricks, Laura (2006). “Hesitating to Ask for Money,” and “Judging the Prospects Readiness for the Ask,” in The Ask. California: Jossey-Bass, Pages 1-20, 21-44.

Class # 7-02/15/12

KEY CONCEPTS COVERED BY PROFESSOR

*Study suggests that charities can earn 100 billion

*People skills no longer sufficient for fund raisers

*Wanted: A little respect

*When unwanted advances become the price of a donor’s generosity

*Government leaders issue challenges to grant makers

*Types of foundations

*Foundation giving by type

*Foundation gear up to bolster new federal aid to innovative schools

*Genius awards-Recognize exceptional creative Americans

*Renaissance man on a mission

*Foundations change payment process

*Michigan asks Ford foundation to show it is following donor intention

*Report shines light on relationship between grant makers and grant seekers

*Every dollar spent

*Program related investments

*Donor advised funds and commercial twist

*A surge in assets: donor advised funds growing exponentially

*Charity loans up

*Giving circles

*Wealthy charities are most generous to themselves

*Some wish granting charities take but don’t give

*Grant seekers “Bill of Rights”

*Candid tips for grant seekers from a program officer’s viewpoint

*Growth in alternative funds and role of United Way in the future

*Unrelated business income tax (UBIT) and earned income

*Nonprofits reach for profits on their side

*Different ways corporations give

*Employer matching gifts program

*Companies that made 20% or more of their gifts in products

*How do corporate donations influence drug guidelines?

*Linking charity to company’s bottom line

*Company giving habits influence workers and consumers

*Corporate good works; how they are viewed by the public

*Ingredients of a proposal- Dissemination Plan and Continuation Plan

*Ingredient of a proposal- Budget Plan

STUDENT PRESENTATIONS

13. __________ Rosso, Hank (2003). “Corporate Giving and Fund Raising” and “Foundation Fund Raising,” in Achieving Excellence in Fund Raising. California: Jossey-Bass, Pages 177-187 and 188-199.

14.___________Handout

15.___________ Letts, Christine and Ryan, William. “Virtuous Capital: What Foundations Can Learn From Venture Capitalists?” Harvard Business Review, March – April 1999.

15A. __________Oster, Sharon and Massarsky, Cynthia (2004). “Ventures in Perspective-Forming Strategic Alliances,” in Generating and Sustaining Nonprofit Earned Income. California: Jossey-Bass, Pages 3-18, 77-95, 113-129, 147-160.

15B. __________Handout

Class # 8-02/22/12 (Half of Proposal due to Professor and Team Members)

KEY CONCEPTS COVERED BY PROFESSOR

*Can nonprofits strike? (Egger Blog)

*Natural tensions between generations

*Charities scramble to persuade donors to make retirement account gifts

*Thieves test stolen cards on charities

*More charities enlist staff members to pitch in with fund raising

*People skills no longer sufficient for fund raising

*Sure-fire turn offs and how to avoid them when asking for money

*Getting past “no”

*Understanding diverse giving patterns

*Changing demographics

*Most influential Hispanics in America

*Education by racial and ethnic group

*Diversity tints a new kind of generation gap

*Causes supported by minority differ by age of donor

*Women go high tech to find ways to succeed

*American Indian tribes with the largest populations

*A glimpse at the gay and lesbian donor

*Women as donor

*Women take lead in making philanthropic decisions

*Man files lawsuit to take woman’s last name

*Differences in pay for men and women in top charity jobs

*Largest Women owned businesses

*Minority businesses boom

*Unwed pairs

*Cohabitation

*Grandparents

*Centenarian

*You want to start a charity

*Ingredients of a proposal- Appendix

*Ingredients of a proposal- Personalize your grant request, grant writing no-no’s, and

Handling rejection letters

*Proposal Assessment

STUDENT PRESENTATIONS

16.___________Rosso, Hank (2003). “Women as Donors,” in Achieving Excellence in Fund Raising. California: Jossey-Bass, Pages 200 – 214.

17.____________Newman, Diana (2002). “How Changing Demographics Are Changing Philanthropy,” in Opening Doors: Pathways To Diverse Donors. California: Jossey-Bass, Pages 1-24.

18.____________Newman, Diane (2002). “Understanding Diverse Giving Patterns,” in Opening Doors: Pathways to Diverse Donors. California: Jossey-Bass, Pages 25-66.

18A.____________Handout

Class # 9-03/07/12

KEY CONCEPTS COVERED BY PROFESSOR

*Enlisting charities on war on terrorism

*Top gun auctions, highest bidder

*Dashing away for charity

*A do-not-knock registry

*Technology transforms giving

*Charities look for ways to unlock the benefits of social media tools

*Many charities are focusing on online appeals for year end giving

*Online giving plus video

*Trends in online giving

*Online giving: What’s working?

*Charities find ways to increase online giving

*Six online fund raising tools you may have never heard of?

*Charities look for ways to unlock the benefits of social-media tools

*Disconnect regarding technology

*Charities hope 9/11 inspires future e-philanthropy

*Internet guidelines

*Internet giving over the last five years

*Web assertiveness

*E-donor “Bill of Rights”

*Selected fundraising software/ Blackbaud system overview/Open source software

*Tech soup

*Men and women are equal talkers

*Working the phones- you don’t have to be hated

*A communication plan/Department structure

* Positioning: The Battle for Your Mind vs Ageless Marketing- Ries vs. Wolfe

*Sight versus sound techniques

*Brand loyalty in children

*The color game

*Charities urged to use marketing to appeal to donor’s hopes and dreams

*Marketing Network: Great Stuff

*Cause marketing

*Cause marketing

*Signage

*Special events: What is important to supporters?

*Charities rethink galas to attract and please more donors

*Charity fund-raiser events: What is important to supporters?

*Just write a check

*Excuses for the failed special event

*Grassroots fundraising

STUDENT PRESENTATIONS

19.____________Wendroff, Alan (1999). “Choosing the Event,” and “Monetary Goals and Budgets,” and Recruiting Volunteer Leadership for the Event,” in Special Events. New York: John Wiley & Sons, Inc., Pages 34-52, 54-79, 82-96.

20. ____________Handout

Class # 10-03/14/12

KEY CONCEPTS COVERED BY PROFESSOR

*For some charities shutting down helps protect their legacy

*A charitable divide

*Organizational life stages

*Pork noses into nonprofits

*Making charities accountable

*Can a nonprofit have to much money

*Development Department handbook

*They rule

*Uniform management of institutional funds and prudent investors act

*Trustee’s role –duty of care, loyalty, obedience

*Effective oversight: A guide for nonprofit directors

*Limits on charity lawsuits

*Fighting nonprofit fraud

*Youth on Boards- engaging youth in lifelong service

*Charities miss opportunity to recruit older Americans

*Emeritus Boards

*Vote to allow male leaders

*As boomers retire, more nonprofit groups hire interim leaders

*A tool for capacity building in nonprofits: balanced scorecard

*Donors, foundations say banks mishandle charitable accounts

*Gift tax exclusions

*Causes supported by the wealthy

*The ladder of charity-Rabbam’s Ladder

*Jobs and interviewing strategies

STUDENT PRESENTATIONS

21.____________Rosso, Hank (2003). “Accountability And Budgeting,” in Achieving Excellence In Fundraising. California: Jossey-Bass, Pages 380-399.

22.____________Carver, John (1990). “Policy As a leadership Tool” and “The Board’s responsibility For Itself,” in Boards That Make a Difference. California: Jossey-Bass, Pages 24-39 and Pages 130-148.

Class #11-03/21/12 (Fifteen Page Grant Proposal Due to Professor

KEY CONCEPTS COVERED BY PROFESSOR

*Secret meeting of the super philanthropists

*The gigillionaire next door

*US sets record for millionaires

*Seven millionaire myths

*Cities with most billionaires

*Billionaires gather in Arizona to discuss giving

*Billionaires urged to unlock their vaults to charity

*Billionaires who haven’t taken the pledge

*Big gifts, tax breaks and a debate on charity

*International billion

*How to spend like a frugal millionaire

*Wealth is what you save not what you spend

*Accumulate wealth

*The Millionaire Next Door

*The Millionaire Mind

*Rich Dad Poor Dad

*Wealth is what you save, not what you spend

*Planned giving

*Donors, foundations says banks mishandle charitable accounts

*Limits on lawsuits unfairly protect nonprofits

STUDENT PRESENTATIONS23.______ Handout

24.____________Rosso, Hank (2003). “Establishing a Planned Giving Program,” in Achieving Excellence in Fundraising. California: Jossey-Bass, Pages 139-160.

25.____________ Handout

Class #12-03/28/12

KEY CONCEPTS COVERED BY PROFESSOR

*Team 1-The World Giving Index (2010)

*Team 2-The Global Role of U.S. Foundation (2010)

*Team 3-Global Corporate Philanthropy (2009)

*Team 4-The 10 Principles of Cross-Cultural Philanthropy (2009)

*Team 5-Japanese international fundraising (2007)

*Team 6-The pulse of online fundraising in South Africa (2003)

Class #13-04/04/12 (One Page Review of Each Team Member Proposal Due Plus Return Envelopes Must be Submitted)

KEY CONCEPTS COVERED BY PROFESSOR

*Companies that give to charity outside the U.S.

*Fundraising in the southern core

*How to succeed with international funding requests

*International fund raising: Lessons learned

*The pulse of online giving in South Africa

*Is Asia a different kind of ask?

*China’s biggest donor

*John Hopkins Comparative Project on International Philanthropy

No Class on 04/11/12

Complete Course Online Evaluation Before Semester Ends

Summary of Semester Assignments

Always Keep a Copy of Materials Submitted

Assignment-DUE- 01/18/12–15% of your total class grade

You will need these two books; “The Fortune at the Bottom of the Pyramid” by C.K. Prahalad (Revised and Updated 5th Anniversary Edition), and “The Cathedral Within” by Bill Shore.

Directions for assignment:

a. Read both books, paying special attention to the case studies in Prahalad and the program examples in Shore.

b. Critique two examples from Prahalad. (Examples: Aravind Eye, Jaipur Foot, etc.).

c. Critique two examples from Shore. (Examples: City Year, The Chicago Children’s Choir, etc.).

d. Discuss the similarities of the four examples you have chosen.

e. Discuss the differences of these four examples.

f. Give feedback to the authors. How do you feel about each author’s ideas? How do you feel about the way the material in each book is presented?

g. Which book did you like better? Why?

Your response must be a three page, single-spaced essay. An APA bibliography is required.

Assignment-DUE- 01/25/12–5% of your total class grade

a. Write a one paragraph detailing an idea for your grant proposal. Remember, your grant proposal is something that you will be able to have creative license with as we will not actually submit anything. This is just one paragraph explaining to me what you’d like to do. This is to be single-spaced.

Assignment- DUE- 02/01/12–15% of your total class grade

a. Create a Fund Raising Plan. A fundraising plan is an organized well, written vision and roadmap targeted to improve your agency. To do this, you will need to do an S.W.O.T analysis. Write a three paged, single-spaced, brief on the strengths, weaknesses, opportunities, and threats to your agency or service area within your field placement, (please see me if you do not have a field placement). After you have identified each element of SWOT, tie in fundraising ideas that could strengthen your organization. Be creative and have fun with this assignment. An APA bibliography is required.

Assignment-DUE- 03/21/12–35% of your total class grade

a. For purposes of this course, a grant proposal is one that includes a narrative that is at least a minimum of fifteen pages long, single-spaced. Utilize Professor’s outline presented during class sessions and material from lecturers and New and Quick book as guides. NO OTHER FORMATS Will BE ACCEPTED.

Note: Half of the proposal is due on 10/27 or 10/28 so the Professor can check the status of your work and the student can solicit feedback from the Team members. Work on this assignment is needed to be done throughout the semester in order to produce quality work. No grade awarded for this assignment.

Assignment-DUE- Dependent on date of presentation-20% of your total class grade

a. Students will present the reading that was assigned to them on the first day of class and present at the assigned class. This will be a fifteen to twenty minute presentation, (please do not use PowerPoint), where you will explain key points of your article for class learning. Questions should be raised at the end of the presentation for discussion purposes. A written summary of your comments are required for distribution to each member of the class.

b. Student teams will present on an international fund raising article assigned to them on the first day of class. Details of this assignment will be reviewed well in advance of their presentation scheduled for the last two weeks of class.

Assignment-DUE- 04/04/12–Please bring an 8.5 x 11 sized envelope-10% of your total class grade.

a. In order for me to send your grant back to you with feedback, I will need one of

the following:

1. One 8.5 x 11 inch envelope with five stamps, addressed to your

home or office;

2. One 8.5 x 11 inch envelope with your name and School of Social Work mailbox #;

3. One 8.5 x 11 inch envelope with your name and Department so I can use campus

mail.

b. Write a one page, single spaced, paper highlighting the strengths and areas

of improvement for the proposals submitted by your team members. Submit

your comments by email to the Professor and each team member. Make sure the

author of the proposal, the proposal title, and the reviewers name is clearly displayed

at the top of the page.

Bibliography

1. Ahern, T., & Joyaux, S. (2007). Keep Your Donors: The Guide to Better Communications & Stronger Relationships. Wiley.

2. Alexander, D. (2005). Essential principles for fundraising success: an answer manual for the everyday challenges of raising money. San Francisco: Jossey-Bass.

3. Bray, I. (2008). Effective Fundraising for Non-Profits: Real-World Strategies that Work. NOLO.

4. Burnett, K. (2006). The Zen of Fundraising: 89 Timeless Ideas to Strengthen and Develop Your Donor Relationships. Jossey-Bass.

5. Clarke, C. (2007). Grant proposal makeover: Transform your request from no to yes. San Francisco: Jossey-Bass.

6. Clarke, C. (2009). Storytelling for grant seekers: a guide to creative nonprofit fundraising. San Francisco: Jossey-Bass.

7. Coley, S. (2008). Proposal writing: effective grantsmanship. Los Angeles: SAGE Publications.

8. Dashefsky, Arnold. (2009). Charitable choices: philanthropic decisions of donors in the American Jewish community. Lanham: Lexington Books.

9. Fredricks, L. (2006). The Ask: How to Ask Anyone for Any Amount for Any Purpose. Jossey-Bass.

10. Gajda, R. (2005). Getting the grant. Alexandria, VA: Association for Supervision and Curriculum Develop.

11. Geever, J. (2007). The Foundation Center's guide to proposal writing. New York: The Foundation Center.

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20. Klein, K. (2004). Fundraising in times of crisis. San Francisco: Jossey-Bass.

21. Liberatori, E. (2006). Guide to getting arts grants. New York: Allworth Press.

22. Lysakowski, L. (2005). Nonprofit essentials: recruiting and training fundraising volunteers. Hoboken: John Wiley.

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26. Sand, M. A. (2005). How to Manage an Effective Nonprofit Organization: From Writing and Managing Grants to Fundraising, Board Development, and Strategic Planning. Career Press.

27. Sargeant, A. (2004). Fundraising management: analysis, planning and practice. New York: Routledge.

28. Sternberg, D. (2008). Fearless fundraising for nonprofit boards. Washington D.C: BoardSource.

29. Wason, S. D. (2004). Webster's new world. Grant writing handbook. Hoboken, NJ: Wiley.

30. Works, G. E. (2006). The complete book of grant writing: learn to write grants like a professional. Naperville, IL: Sourcebooks.

31. Yang, O. O. (2005). Guide to effective grant writing: how to write a successful NIH grant. New York: Kluwer Academic.

32. Zimmerman, Robert. (2004). Boards that love fundraising: a how-to guide for your board. San Francisco: Jossey-Bass.

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