Stewardship Handbook, Volume 2, Table of Contents
C H A P T E R 115
Cultivating a Culture of Generosity15
Learning Objectives15
Generosity17
A Different Measure of Generosity19
Being Generous Is Not Optional 20
A Culture of Generosity23
Are North Americans Generous?27
Cultvating a Giver30
A Good Project 32
An Appealing Proposal 33
A Painless Request 38
Cultivating Generous Givers38
Organizational Worthiness41
Fundraiser Readiness43
Donor Development 43
Cultivating a Generous Christian Giver47
Christian Mission47
Discernment 48
Discussion Questions50
Discussion Questions51
Application Exercises51
Additional Recommended Reading.51
References Used in Writing this Chapter52
Endnotes54
C H A P T E R 257
Legal Statutory Provisions Affecting Fundraising57
Learning Objectives57
Legal Context58
Canada: A federal system59
Provincial Fundraising Legislation61
Alberta61
Saskatchewan66
Manitoba67
Prince Edward Island69
Ontario70
Proposed Uniform Fundraising Legislation72
Federal Legislation Related to Fundraising73
Competition Act 73
The Telecommunications Act and Unsolicited Telecommunications Rules76
Fighting Internet and Wireless Spam Act 77
Copyright Act 82
Charitable Gaming84
Privacy Laws & Fundraising85
Cross-Border Fundraising90
Anti-Terrorism Law & Fundraising93
Discussion Questions96
Application Activities96
Endnotes97
C H A P T E R 3109
Giving Channels and Approaches109
Learning Objectives109
Traditional Giving Channels109
One-on-One Visits110
Door-to-Door Visits112
Direct Mail 113
Telemarketing116
The Migration to Online Giving.118
Web Eras and Multi-Channel Giving118
Donor Demographics and Giving Channel Preferences118
Online Giving Platforms: To buy or to build?120
Selecting an External Third-Party Provider 120
CanadaHelps and PayPal 122
Hosting an Internal Platform.123
Methods of Online Giving.125
Pre-Authorized Debit Programs125
Credit Cards129
Social Media Platforms130
Giving Kiosks130
Mobile Giving.131
Text-to-Donate131
QR Codes and Near Field Communication134
Discussion Questions136
Application Activities137
References Used in Writing this Chapter137
Endnotes141
C H A P T E R 4145
Fundraising and Liability145
Learning Objectives145
Risk Management: A Christian perspective146
A Process for Risk Management147
Assessing Individual Activities149
Public Complaints151
Canada Revenue Agency and Fundraising151
Provincial Regulation151
Duties of Directors and Trustees153
Proper Books and Records154
Third-Party Fundraising.156
Why a Formal Policy?158
What to Consider in a Third-Party Fundraising Policy158
Other Issues to Consider 160
Special Considerations for "Professional" Fundraising Businesses161
Society for Abused Women Case162
The CRA's Position on Fundraising Contracts163
Public Transparency164
Provincial Legislation166
Oversight 167
Against Their Will: Liability issues in wills & estates168
Reasons for Giving169
Above Reproach: Avoiding Undue Influence and "Suspicious Circumstances"169
Some Practical Considerations173
Knowing the Will 173
Family Obligations174
Tax Shelters175
Gifting Trust Arrangements177
Leveraged Cash Donations177
Buy-Low, Donate High Arrangements177
Other Things to Consider 178
Restricted Gifts: When strings are attached.180
What's In a Name?182
Application Questions185
Application Activities186
Endnotes186
C H A P T E R 5193
Fundraising Events193
Learning Objectives193
The Bigger Picture193
Preliminary Planning.194
Assessing Readiness194
Defining the Event's Fundraising Purpose195
Understanding Your Audience196
Selecting an Event Type198
Ethics and Event-Specific Issues198
Choosing Event Leaders200
Financial Preparation.200
Income Strategies200
Projected Income and Expenses201
Staff and Volunteer Investment 202
Timelines202
Scheduling for Maximum Effectiveness202
Timeline Checklist 203
Committees207
Host (Steering) Committee207
Event Sub-Committees207
Sub-Committee Mandates208
Volunteer Management208
Volunteer Expectations209
Orientation and Training210
Volunteer Policies and Procedures210
Logistics211
Location211
Food211
Promotion212
Sponsorships212
Sponsorship Administration212
Affiliation Terminology213
Securing Corporate Sponsors214
Cautions214
Post-Event Activities215
Unique Receipting Issues215
Reporting to Donors215
Celebration and Thanks216
Debriefing and Evaluation216
Discussion Questions217
Application Activities218
References Used in Writing this Chapter219
Endnotes222
C H A P T E R 6225
Stewardship and Online Communication.225
Learning Objectives225
Why Communicate Online?226
Online Communication as a Fundraising Tool 227
How Online Communication Creates Conversation and Affects Reputation227
Social Media and the New Face of Professionalism.229
Defining Your Brand, Voice, and Tone230
Reinforcing Your Brand Through Your Actions231
Reinforcing Your Brand Through Your Voice and Tone232
Content Creation.233
Starting with Why234
Following a Plot 236
Reviewing Your Work238
A Few Practical Tools for Publishing Your Content 239
Consistent Content Creation241
Content Curation242
Why Should Charities Curate?242
Creating a Content Curation Plan243
A Few Content Curation Tools244
Facebook, Twitter, and LinkedIn: Developing a following.246
Facebook247
Twitter 247
LinkedIn248
Tips for Developing a Social Media Following249
Integrating Your Online Channels251
Discussion Questions254
Application Activities254
References Used in Writing this Chapter255
Endnotes258
2013 e Nonprofit Benchmarks Study258
C H A P T E R 7263
Charitable Gifts, Grants, and Services263
Learning Objectives263
Donor Advised Funds264
Differences Between The Donor Advised Fund and The Legal Trust 265
Advantages of a DAF267
Setting Up a DAF268
Best Practices For the Donor 270
Endowments270
Endowments During A Slumping Economy272
Setting Up an Endowment 273
Foundational Documents273
Government Policy on DAFs and Endowments274
A Critical Christian Perspective on Endowments275
Pledges275
Foundations278
Where to Look for Grants279
Getting to Know the Foundation and Its Key Players279
Writing the Proposal 280
Government Funding.282
Advantages of Government Funding283
Disadvantages of Government Funding283
Corporate Gifts284
Social Enterprise286
Social Enterprise and Christian Ministry287
Starting a Social Enterprise Business289
Crowd Funding.292
Interest-Free Loans293
Games of Chance293
Affinity Programs295
How to Set Up an Affinity Program.296
Discussion Questions297
Application Activities298
References Used in Writing this Chapter299
Endnotes300
C H A P T E R 8305
Gifts-in-Kind and Planned Giving Donations305
Learning Objectives305
Planned Giving.307
Gifts-In-Kind.307
Valuing Gifts-in-Kind308
Special Considerations for Specific Gifts-in-Kind314
Reward Points316
Gift of a Right or License317
Tax Treatment of Gifts-in-Kind318
Tax Treatment of Capital Property in General 319
Special Tax Provisions for Charitable Donations of Capital Property319
Gifts of Shares to Private Foundations322
Gifts of Business Inventory323
Gifts of Medicine from Inventory324
Gifts of Securities Received Through an Employee Stock Option Plan325
Gifts of Non-Qualifying Securities326
Flow Through Shares327
Gifts of Cultural Property329
Ecological Gifts329
Gifts of Residual Interest in Property329
Considerations for Charities331
Discussion Questions333
Application Activities334
Endnotes334
C H A P T E R 9340
Measuring Fundraising Effectiveness340
Learning Objectives340
The Benefits of Fundraising Evaluation.342
Work Smarter 342
Professional Development 343
Organizational Health343
"Big Picture" Thinking343
Key Stakeholders for Accountability Reporting343
The Lord Jesus344
Canada Revenue Agency (CRA) 344
Your Board346
Your Management 346
Your Donors346
The Public349
Developing an Evaluation Plan for the Overall Fundraising Program351
The Ministry Organization352
The Fundraisers354
Donor Base355
General Evaluation Techniques for all Fundraising Methods358
Theological and Ethical Factors358
Effectiveness359
Efficiency360
Evaluating Specific Fundraising Methods360
Example362
Discussion Questions369
Application Exercises369
Application Activities373
Answers to Application Exercises374
References Used in Writing this Chapter378
Endnotes378
A p p e n d i c e s383
Appendix A: FISA Summary - Fighting Internet and Wireless Spam Act385
Appendix B: Canadian Gaming and Liquor Licensing Authorities389
Appendix C: Key Elements To Consider When Creating a Third-Party Fundraising Policy393
Appendix D: Empathy Maps - A way to understand your donors and beneficiaries397
Appendix E: Comparison of Facebook, Twitter, and LinkedIn.401
Appendix F: Creating a Social Media Policy for Your Minsitry403
Appendix G: Donor-Advised Gifts411
Appendix H: Sample Endowment Agreement413
Appendix I: Sample Pledge Form..419
Appendix J: Sample Pledge Agreement421
Appendix K: Sample Affinity Application.423
Appendix L: Gift Acceptance and Valuation Policy429
Appendix M: Professional Development for Gift Planners439
