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9 Cards in this Set
- Front
- Back
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L-A-I principle
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L - Linkage. Any link, contact, bridge, or access through a peer to a potential donor. A - Ability. Whether the potential donor has the ability - sufficient financial holdings - to make a contribution. I - Interest. The potential donor's interest in the organization's cause, mission, or accomplishments.
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Capital Campaign
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These large gifts are typically sought as part of an intensive and carefully orchestrated effort aimed at constructing or renovating a building or purchasing equipment. "Bricks and mortar" campaign, this fundraising appeal runs for a scheduled period of time and encourages gifts in the form of multi-year pledges. May last 5 or 6 years, with the org. accepting commitments in the first year that will be fulfilled during the succeeding years.
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Profitability ratio
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The principal is invested for the long term, and the interest earned is used to support a specific cause or program; funds from an endowment may be restricted or unrestricted. While cap. Campaign is intensive and short-term, this kind of campaign can be slow-paced to permit time for cultivation of planned gifts and big-gift prospects. Can be built around a specific issue or theme that the constituency is willing to support (based on prior research)
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Activity ratios
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Measures the projection for the interest and principal payments to long-term creditors and investors.
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Annual Fund
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The cornerstone of many fund-raising programs, this generates money for ongoing support and seeks to enroll new donors, renew donations, and upgrade the level of donation. Individuals are the primary contributors. Contributors typically support current programs by making unrestricted gifts. The process of solicitation can be a tool for educating potential contributors about the organization.
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Planned Gifts
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Refers to the solicitation of gifts from current asset holdings or a person's estate. It can be cash or assets, such as stock certificates, real or personal property, or insurance bequests. The contributor makes the gift as a trust, contract, or gift. The principal benefit of the gift is not available to the org. until some future date when the gift matures.
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Promotion
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Includes special events and activities designed to create interest in a person, product, org, or cause
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Creating a Standards Program (9 steps)
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1. Form a standards committee 2. Environmental scan 3. Est. program objectives 4. Draft initial standars 5. Call for comments 6. Review the comments 7. obtain Appproval for standards 8. Test the standards 9. Finalize the results
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9 steps to creating a standards program
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1.Form a standards cmte 2.Conduct an environmental scan 3.Establish program objectives 4.Draft initial standards 5.Call for comments 6.Review comments 7.Obtain approval from board 8.Test the standards 9.Finalize the results
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