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Cover - Dynamic Foundation for FundraisingDynamic Foundation for Fund Raising: A Guide to Organizing or Reorganizing an Institutionally Related Foundation
Joseph F. Phelan
Softcover
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Description

Institutions establish affiliated foundations to raise, manage and administer money and other gifts on behalf of the institution itself. More than 4,000 foundations now serve education institutions, museums and myriad other nonprofit entities.

With worksheets, exhibits and documents from an existing institutionally related foundation as samples, this book provides detailed instructions and proven practices about every stage of the foundation organizing process. A Dynamic Foundation for Fund Raising will show how to:

  • Determine whether your institution needs to establish a new foundation or reorganize an existing one;
  • Select "missionaries" to serve on your ad hoc steering committee;
  • Establish protocols to implement the process;
  • Write your foundation's mission statement, articles of incorporation, bylaws, policy statements and other governing documents;
  • Locate and recruit members of your board of directors;
  • Construct your foundation's cornerstone long-range strategic plan.

Appendices include the Wright State University Foundation's ad hoc steering committee agendas and meeting notes, code of regulations and complete long-range plan.

Underwritten by Commonfund.

About the Author

Joseph F. Phelan

Joseph F. Phelan has spent his career working within or otherwise serving America’s nonprofit community, including seven years with the University of New Hampshire and its affiliated foundation and more than 10 years of consulting services. He received the 2003 CASE Commonfund Institutionally Related Foundation Service Award and is a frequent presenter at CASE and the Association of Governing Boards of Colleges and Universities conferences.

Publisher: CASE
Published: 2004
Format: Softcover
Number of Pages: 160
Dimensions: 7 x 10
Item: 28209

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