A Dynamic Foundation for Fund Raising

Table of Contents

Acknowledgements

Foreword
By Marcia G. Muller, President, Wright State University Foundation

Introduction

Chapter 1: The Catalyst

• What to Do When High Purpose Calls
• The Preliminaries
• A Hard Look at You
• What About Internal Structure?
• Details Not to Overlook
• Nature of the Quest
• Your Role in It

Chapter 2: The Missionaries

• The Ad Hoc Committee
• A Word to Existing Foundations
• Ahead of the Exploratory Meeting
• The Meeting Agenda
• Public Relations in the Meantime
• The Meeting

Chapter 3: The Mission

• Establishing Lasting Protocols
• Getting the Committee Underway
• Arriving at a Mission
• Before Adjournment

Chapter 4: The Documents

• Approaching the Governing Documents
• Bylaws Overview
• Other Resources
• Additional Thoughts on Bylaws

Chapter 5: The Board I—The Preliminaries

• Going for the Best
• Three Typical Scenarios
• Commonalities
• Gearing Up for Positive Change
• Arriving at a Number
• In the Case of an Existing Foundation

Chapter 6: The Board II—The Process

• Opening the Universe
• 20-Second Biographies
• "If I Could Name My Own Board"
• Building a Prioritized Prospect List
• Managing the Decision Sheets

Chapter 7: The Board III—The Pursuit

• Selecting Recruiting Teams
• Scheduling Appointments
• Keeping Appointments
• Developing Your Mindset
• The Presentation
• Closing Arguments
• Immediate Follow Up

Chapter 8: The Plan

• Long-Range Planning Defined
• Gearing Up for Planning
• Roles of the Major Players
• Establishing a Baseline: The Situational Audit
• Assessing the External Environment
• Looking Ahead: Assumptions that Drive the Long-Range Plan
• Arriving at Long-Range Goals
• Formatting the Plan

An Afterword

Appendices

• Appendix A: Wright State University Ad Hoc Committee on Foundation Reorganization Agendas, Complete, March 2000-June 2001
• Appendix B: Wright State University Foundation, Notes from the Second Meeting of the Ad Hoc Steering Committee on Foundation Reorganization
• Appendix C: Wright State University Foundation, Inc. Amended and Restated Code of Regulations
• Appendix D: Wright State University Foundation Cornerstone Long-Range Plan, 2002-2006 (Inclusive)

About the Author

Bibliography and Selected Resources

Index