NONPROFIT FUNDRAISING AND DEVELOPMENT PADM 7334 University of Arkansas at Little Rock Spring 2015 January 1, 2015 Professor: Kimberly A. Aaron, Ph.D. kimberly_aaron@sbcglobal.net Phone: (972) 979-6005 Office hours: By Appointment Class Meeting: Thursday, 6:00 p.m. – 8:40 p.m. Ross Hall 313 Course Description: Nonprofit Fundraising and Development sets the context for understanding the basic concepts of philanthropy and provides a practical study of the strategies and techniques of resource development in public and nonprofit organizations, preparing students to work effectively as a member of a fundraising team. Course Objectives: Upon completing this course, students will be able to: Understand the impact of philanthropy on individual organizations and the broader community Describe the critical elements in developing and managing donor relationships Analyze the impact of philanthropy and resource development to operations and service delivery Develop the components of written proposals to corporate, foundation, and private donors Recommend development strategies and tactics Demonstrate understanding of the ethical and legal constraints of the development profession Required Text: Tempel, et al. Achieving Excellence in Fundraising, Jossey Bass, 3rd Edition, ISBN 978 0470551738 Recommended Text: Karsh, Ellen and Fox, Arlen Sue. The Only Grantwriting Book You’ll Ever Need. Basic Books, 4th Edition, ISBN 978 0465058938 A Note on Reading Materials: Additional reading assignments include journal articles available online, through the university library, and/ or provided in class. You will need your student ID number to access articles through the university library. Requirements & Grading: Journal Essays Case Statement and Funding Plan Final Take-Home Examination Class Attendance & Active Participation 28% (7% per submission) 35% 25% 12% Students are expected to produce work of quality. This includes careful attention to grammar, punctuation, and spelling in all written assignments. Please set your Spellcheck to review grammar and style. Additionally, students should craft clear and deliberate arguments and present their work in a well-organized format. Journal Essays Journal essays are weekly written discussions of and/or reflections upon the course readings. Do not make the mistake of summarizing the material. The journal entries should be a critical assessment of the material that reflects your own thoughts. Each entry should be no more than two pages. Students will sign up to lead class discussions based upon their essays. The “journal” or a complete set of essays will be turned in every four weeks for grading. Case Statement and Funding Plan Students will form project groups for the purposes of developing a case statement and funding plan for a local nonprofit organization. The case statements and funding plan will be presented in class at the end of the semester, as well as turned into the professor. Final Exam On the last day of class you will be given a take home exam. The exam will consist of at least five questions, of which you must answer three. You will have until midnight the following Sunday evening to complete the exam and turn it in. You may turn in a hard copy of the exam or you may email it. Extensions & Special Exceptions: No extensions are granted for written work. Late papers will be penalized one grade step. For example, a paper that is deemed an “A” paper, but is late will receive an “A-” as a grade. Note that unless otherwise specified, all assignments must be submitted in hard-copy during class meetings. Email Communication Policy: Email is an efficient and effective mode of communication, especially given the busy lives of university students and faculty. Therefore it is recommended that students contact the professor 2 via email when appropriate. Please use “PADM 7334” in the subject line of any email sent to the professor regarding this class. I do check email regularly. Scholastic Dishonesty Policy: Cheating in any form will not be tolerated. Suspicions of academic dishonesty will be investigated and pursued to the fullest extent of the university’s policy. Disabilities and Accommodations: Your success in this class is important to me, and it is the policy and practice of the University of Arkansas at Little Rock to create inclusive learning environments consistent with federal and state law. If you have a documented disability (or need to have a disability documented), and need an accommodation, please contact me privately as soon as possible, so that we can discuss with the Disability Resource Center (DRC) how to meet your specific needs and the requirements of the course. The DRC offers resources and coordinates reasonable accommodations for students with disabilities. Reasonable accommodations are established through an interactive process among you, your instructor(s) and the DRC. Thus, if you have a disability, please contact me and/or the DRC, at 501-569-3143 (V/TTY) or 501-683-7629 (VP). For more information, please visit the DRC website at www.ualr.edu/disability. General Disclaimer: The course syllabus may be amended at any time by the professor. SYLLABUS: CLASS AGENDAS & READINGS January 15 Introductions/Review of Syllabus/Giving in the U.S. Independent Sector and Nonprofit Almanac January 22 History of Philanthropy TSA – Chapter 1 Sulek, Mary. 2010. On the Modern Meaning of Philanthropy. Nonprofit and Voluntary Sector Quarterly. 39(2) Sulek, Mary. 2010. On the Classical Meaning of Philanthropia. Nonprofit and Voluntary Sector Quarterly. 39(3) January 29 The Case for Support TSA – Chapters 2 - 5 Discussion of Project, Group Assignments, Sample Case Statements February 5 Focus on Donors TSA – Chapters 10 – 13 Prior, Anna, How Charities Can Get More Out of Donors: What the Latest Research Says About Getting People to Give. Located at http://www.wsj.com/articles/how-charities-can-get-more-out-of-donors1418598068 3 February 12 More on Donors TSA – Chapters 14 – 17 Eisinger, Jesse, A Shake-Up as the Financial World Infiltrates Philanthropy located at http://dealbook.nytimes.com/2014/12/10/a-shake-up-as-thefinancial-world-infiltrates-philanthropy/?_r=0 Essays Turned In Guest Speaker – Donald Wood, Vice President and Foundation Executive Director, Arkansas Hospice, Inc. February 19 Structuring Fundraising TSA – Chapters 6 – 9, 18 ATT Performing Arts Center Case Study February 26 Budgeting and Programming – Keys to Development TSA – Chapter 31 Guest Speaker – Sherece West –Scantlebury, President and CEO, The Winthrop Rockefeller Foundation March 5 Solicitations TSA – Chapters 19-22, 32 Essays Turned In Guest Speaker – Terrie Turner, President, Sunbelt-Advertising March 12 Managing the Process TSA – Chapters 24, 27 - 29 March 19 Donor Data Bases, Stewardship, and Development Operations TSA – Chapter 23, 30 Guest Speaker – Abby Holsclaw, Senior Director of Philanthropy and Financial Stability, Goodwill Industries International March 26 NO CLASS/SPRING BREAK April 2 Data, Storytelling and Closing the Loop Essays Turned In Stories Worth Telling: A Guide to Strategic and Sustainable Nonprofit Storytelling, located at http://meyerfoundation.org/sites/default/files/files/SWT-WhitepaperFINAL.pdf April 9 Social Enterprise and Venture Philanthropy Foster, W. and Bradach, J. 2005. Should Nonprofits Seek Profits? Harvard Business Review. 83(2) Chetkovich, C. and Frumkin P. 2003. Balancing Margin and Mission: Nonprofit Competition in Charitable versus Fee-Based Programs. Administration and Society. 35(5). 4 Eikenberry, Angela M. and Kluver, J.D. 2004. The Marketization of the Nonprofit Sector: Civil Society at Risk? Public Administration Review, 64(2) April 16 Case Statement and Funding Plan Presentations April 23 Ethics and the Profession TSA – Chapters 35 – 41 Guest Speaker: Hannah Vogler, President, Hannah Vogler Consulting April 30 Wrap Up/Take Home Examination Distributed Essays Turned In Aesthetic Requirements & Citations Citations must be used in all assignments where appropriate. Students should only use footnotes for further explanation of a topic in the paper; footnotes should not be used for reference citations. All written assignments should follow the following aesthetic guidelines. One-inch margins on all sides 12 point font size Times New Roman or comparable sized font style Double spacing Indented paragraphs Left justification (right justification is optional) Numbered pages Cover page including, at a minimum, student name, ID number, assignment title, and date Last name in the upper right corner of every page (use header function) One blank sheet of paper at the end of the assignment Stapled (no paper clips or other creative paper-connecting mechanisms) 5