A better name for this course might be Gifts and Grants. We will show you how to obtain "free money. We will not deal with how to raise money for personal or business use.

Jay's contribution to the course will be a virtual internship. You will serve this virtual internship in several virtual nonprofit organizations. When the course is over, you will have a list of concrete skills which will simulate an internship. However, this course is no substitute for the required  B. P. M. and B. S. W. internships.

The skills are

• You will write the draft of a fund raising case statement.
• You will assist in recruiting and orienting board members and organizing the board of directors for fund-raising. 
• You will map board members’ contacts with potential donors. 
• You will be a volunteer coordinator (a virtual coordinator of virtual volunteers). 
• You will devise the rudiments of a donor tracking system. 
• You will outline a development plan.
• You will prepare a press release. 
• You will plan an annual campaign.You will convert an existing proposal to a mini-proposal, search for a foundation or corporation to fund your mini-proposal, and examine one foundation’s IRS report to discover whom it funded recently. 
• You will convert an existing proposal to a mini-proposal, search for a foundation or corporation to fund your mini-proposal, and examine one foundation’s IRS report to discover whom it funded recently. 
• You will determine a set of explicit goals for a program.
• You will devise a simple evaluation plan for a project.
• You will estimate the costs of a program.

  Miller

Required text

Don't take offense, but the required text is Fundraising for Dummies by John Mutz and Katherine Murray, ISBN: 0-7645-5220-1. For my copy, I paid $21.99 in one of the local bookstores. I'd be astonished if every big store didn't have a copy in stock. Your job is to beat the rush, find it and buy it. If I tell you to buy something or download something, I generally want you to do so immediately. So, please understand that I don’t want you turning up for the second week of classes without the required book. Starve yourself for a week, let your dog eat the neighbor's garbage, neglect your appearance, but buy the book. Be sure to buy Fundraising for Dummies and not a book with a similar title.

Remember to bring the book to every class, so you may be examined on it.

Garcon

Also-required materials

You need to print these pages, arrange them in a portfolio, and bring them to class. You may be examined on these [ages, so don't forget to bring them with you.

• Jay Mendell's web page that points to all his other web pages.
• Jay Mendell's web page on searching the Internet for grants.
• Jay Mendell's web page called grants-central-station.

Carrasco

Case statement

You are going to do a brief internship at one of the following organizations

• American Museum of Natural History
• Florida Grand Opera
• National Coalition for the Homeless
• Catholic Charities of the Archdiocese of Miami

In Dummies, study "The Case Statement: Your Agency's Who, What, Why, and How." To study outstanding, fairly long, case statements, see the following examples.

1. We Are Called. Case statement for a church.
3. Center for Arts in Natick.

Your internship coordinator at one of these nonprofits asks you to write the text for a brochure case statement of four pages. Give the coordinator four terrific looking pages, 10-pt fonts, Times Roman or Arial, with 1" margins all around.

Submit this assignment in a 10 x 13 envelope. On the inside and outside of the flap, write your number and the assignment name and title, "#1, Case statement." Lightly write your name on the back of every sheet you submit. Due on March 15, 2003.

Congratulations! You now know how to write the draft of a case statement. 

Here is an algorithm for locating case statements of an organizations in a particular field. Go to the Google advanced search page. For "with the exact phrase," enter "spotlight". For "return results from the site or domain," enter "http://www.fdncenter.org/". Then for "with at least one of the words," enter your subject area, such as "addiction" or "homelessness". You will need to experiment until this works for you. Following these instructions  will let you find a large number of case statments.

Find an organization for the next part of your internship.

Okay, your new internship director asks you to assemble a packet for orientation of the board of directors.

Prepare a folio consisting of several parts:

• Part 1. This section asks board members for information about their background, acquaints them with their board duties, and asks them to agree in writing with their duties.
• Part 2. This part prepares the board members to take part in fundraising.
• Part 3. This assists the chairman of the board and the secretary in organizing board meetings.

Proceed by going to  Greenlights for Nonprofits and cutting and pasting materials into your word processing program. Then edit the material to be gorgeous. (Some of the materials below are not appropriate, so use good judgment.) I have put instructions for using Greenlights at the foot of this Web page.

Go to Greenlights for Nonprofits and download some of the following:

• Sample Board Member Agreement (requires MS Word)

• Sample Board Profile Worksheet (requires MS Excel)

• Sample Meeting Notes

• Strategic Planning Outline

• Individual Development Plan: Board Member Fundraising

• Circle of Influence Worksheet

Another place to look is the California Assembly of Local Arts Agencies.

Submit this assignment in a 10 x 13 envelope. On the inside and outside of the flap, write your name and the assignment number and title, "#2, Getting the board on board." Lightly write your name on the back of every sheet you submit. Due on March 22, 2003 (as is the assignment below).

Congratulations! You now have experience in recruiting and orienting board members and organizing the board of directors for fund-raising.

Your internship director asks you for a five-page memo on what to use volunteers for and how to recruit them. Your internship director then asks you to prepare a three-page flyer to recruit volunteers.

Borrow from the materials directly below.

• Volunteer Hampton Roads
• Recruiting Volunteers
• Network for Good
• American Red Cross Volunteer Services
• Florida Volunteer Connections
• Volunteer Broward

Cook

“Ins and Outs of Donor Research”

Your internship coordinator has asked you to provide him a packet of tools for tracking potential and actual donors. Assemble such a packet by visiting the InfoRich Group or by going to the Greenlights forms library and downloading into Microsoft Word the following:

• Individual Development Plan: Board Member Fundraising
• Sample Pledge Card
• Sample Prospect Profile
• Sample Donor Prospect Inventory

I have put instructions for using Greenlights at the foot of this Web page.

Submit this assignment in a 10 x 13 envelope. On the inside and outside of the flap, write your name and the assignment number and title, "#4, Donor research." Lightly write your name on the back of every sheet you submit. Due on March 29, 2003 (as is the assignment below).

Congratulations! You have devised a donor tracking system.

Davis

“Meet Your Donor”

Your internship coordinator has asked you to outline a development plan. Assemble a plan by using material from:the Greenlights forms library See 

• Development Plan Calendar
• Sample Development Plan

I have put instructions for using Greenlights at the foot of this Web page.

Submit this assignment in a 10 x 13 envelope. On the inside and outside of the flap, write your name and the assignment number and title, "#5, Development plan." Lightly write your name on the back of every sheet you submit. Due on March 29, 2003 (as is the assignment above).

Congratulations! You have outlined a development plan.

Moore

“Working the Media”

Your internship director has asked you to write a news release, to let the local newshawks know that your have received a $50,000 grant from United Way.

Go to the Greenlights forms library and download into Microsoft Word the following:

• Sample Press Release
• Austin Media Guide

I have put instructions for using Greenlights at the foot of this Web page.

Submit this assignment in a 10 x 13 envelope. On the inside and outside of the flap, write your name and the assignment number and title, "#6, Press release." Lightly write your name on the back of every sheet you submit. Due on April 5, 2003 (as is the assignment below).

Congratulations! You have prepared a press release.

Janvier

Organizing volunteers to solicit funds

Your internship director has passed you along to the executive director, who wants you to prepare a single-spaced five-page to eight-page memo that outlines  an annual campaign using volunteers to visit potential donors. Allow three months for the directors to ponder the plan, then six months to recruit and train volunteer campaigners, then three months for the campaign. Your memo will be edited by the internship director, then by the executive director, and then will be brought to the board of directors for approval. A budget will be required.

Prepare by reading DummiesI, and then visit the Tony Poderis web site.

Submit this assignment in a 10 x 13 envelope. On the inside and outside of the flap, write your name and the assignment number and title, "#7, Volunteer fund raisers." Lightly write your name on the back of every sheet you submit. Due on April 5, as is gthe assignment above.

Pringle

Grant writing

Study Chapter 13 in Dummies, "Writing Winning Grant Proposals." and visit Jay Mendell web page on searching the Internet for grants.

Your internship director wants to you take an existing proposal from the files and boil it down to a 3-4 page concept proposal (using 10-pt Times Roman or Arial fonts and 1" margins all around)

Select any one of these proposals and render a 3-4 page version. I want it to look terrific. Do it in 10-pt Times Roman or Arial font, with 1" margins all around. Omit the budget and cover letter. Your efforts will be criticized and returns for revision.

Submit this assignment in a 10 x 13 envelope. On the inside and outside of the flap, write your name and the assignment number and title, "#8, Mini-proposal." Lightly write your name on the back of every sheet you submit. Due on April 12, 2003.

1. The YMCA's proposal to the Children Services Administration  ; or
2. The YMCA's proposal to the Broward Cultural Affairs Council, a good choice for a liberal arts major; or 
3. A commentary on a grant submitted by Nashville CARES to the Gill Foundation and the grant submitted by Nashville CARES to the Gill Foundation. 

To read these  three items and several pthers that follow you will need to use a computer with the free Adobe Acrobat reader program installed. The two YMCA files are over half a meg each and will take a while to download over a slow Internet connection. They are, however, small enough for you to fit both of them together on a floppy disc.

  Don King

Searching for grants

Your internship coordinator (YMCA or Nashville CARES)  wonders if the Abraham Foundation of Miami might fund your 3-4 page proposal. Go to the Foundation Center's page for examining the IRS files of private foundations and investigate the Abraham Foundation’s 990PF form. Attach the most pertinent pages of the form and give your internship director 100-200 words on why the foundation probably won't  fund the mini-proposal. I want the memo to look terrific.

(Public charities (most nonprofits) must file the IRS form 990. Here is where you can learn to use the form 990 in your donor research. And at Guidestar, you can search for the form 990 of a nonprofit of interest. For instance, if your nonprofit needs to know who is donating to a nonprofit X, you can look in their 990 to discover who their largest donors are.

Private foundations (the biggest donors) must file the IRS form 990 PF. Here is where you can search for the form 990 PF of a foundation of interest. You can tghen discover to whom they are making gifts and grants. Here is a map of the useful info in the 990 PF.)

Now go to the Foundation Center's search page  and suggest another place to apply for a grant. Add a few suggestions to the memo.

Submit this assignment in a 10 x 13 envelope. On the inside and outside of the flap, write your name and the assignment name and title, "#9, Potential funders." Lightly write your name on the back of every sheet you submit. Due on April 12, 2003.

Congratulations! You now know how to convert a proposal to a mini-proposal, how to examine a foundation’s IRS report for last year’s grants, and how to search for a foundation or corporate funder. Consider that when you write your resume.

Rada

Objectives and evaluation scheme for a grant

You need to download excerpts from the YMCA's Cultural Affairs Grant  and print them. (It ought to download to a floppy diskette, though I recommend first d/l to the hard drive, then copying to a floppy.) I have removed the measurable outcomes and the budget summary.

You will need to study the United Way of America's booklet on measurable objectives. (UWA changes the location of this item from time to time, so remind me to check the currency of this link.)

After examining the YMCA cultural affairs proposal, write a set of measurable outcomes along with their measures. You probably should examine another the YMCA proposal for the Children's Services Administration.

Submit this assignment in a 10 x 13 envelope. On the inside and outside of the flap, write your name and the assignment number and title, "#10, Measurable outcomes." Lightly write your name on the back of every sheet you submit.Due on April 19, 2003.

Turning a budget narrative (or budget detail sheet) into a budget summary.

We will do this in class. Examine the project budget narrative of the YMCA cultural affairs grant you used in the assignment above and produce a budget summary follwing the format you will be given in class.

Submit this assignment in a 10 x 13 envelope. On the inside and outside of the flap, write your name and the assignment name and title, "#X, Budget summary." Lightly write your name on the back of every sheet you submit.

Abraham

Getting hired

The executive director loved your plan for an annual campaign. Congratulations, you have planned an annual campaign. 

You have a great future in nonprofit management, she say. You ought to enroll in the FAU masters program in nonprofit management, she says. She offers to ask the board of directors to pay your tuition and guarantee you 20 hours a week of work for a year.

Visit Jay Mendell's and Anna Plotkin's web page on nonprofit jobs and figure out what hourly rate to ask for.

Submit this assignment in a 10 x 13 envelope. On the inside and outside of the flap, write your name and the assignment name and title, "#11, Salary survey." Lightly write your name on the back of every sheet you submit.Due on April 19, 2003.

Saunders

Is that all?

If we have time, I'll add a project or two.

Because I am old and cranky and is the professor of records and senior member of the team and will fill out the grade sheet, carefully weigh the following.

Attendance. 

If you come up to me and say, "I have got to skip class next week to [insert your lame excuse here]," and I reply, "Okay," this does not mean I have excused you. It just means I have decided fume quietly. So, if you think that I have promised you an excused absence, get it in writing or it doesn’t count. On the other hand, if you don't discuss your absences with me, I may be more annoyed than if you do.

I will make accommodations for a religious holidays, only if you notify me far in advance and we work on a plan for what you will miss. Frankly, I cannot imagine how you can work out a plan that makes up for missing a full day.

Arriving late and leaving early. Being late and leaving early are especially infuriating variants of being absent. They will surely be tracked in the attendance log. See "pop quizzes" below. 

Unannounced quizzes.  I will administer an open book, open notes, quiz whenever I feel like it. (And I get that feeling often.) Favorite times are at the start of class, after the break, and just before I send you home. Your grade for a missed quiz will, of course, be a zero.

The quizzes may cover anything in the text, rules in this syllabus, web pages I have told you to download and print, and anything I have said in class. 

 The web page for the course. If I have any messages for the class or non-confidential messages for individual students, I’ll post them to the end of this web page. Check the page several times a week. It's not optional. I may examine you on anything I have posted to the message board as late as Friday morning.

Gibbs

E-mail. In the subject line of any e-mail you send me, you must state "I am your student this term in PAD 4931," or I may mistake your message for junk mail. Also, be sure that your user ID for e-mail reveals your name, not some wacko appellation like "Queen of the Night," or "Gonzo Websurfer Dude." Use mendelljay@yahoo.com.

Turning in HW on time.  If I don't like your HW, but you have brought it in on the day it was due and personally placed it in my hands within two minutes of the scheduled time for start of the class, I'll have you do it over for a higher grade. But if it is late, you will be stuck with whatever grade I give you. A pattern of repeated lateness makes me unsympathetic and even more cranky than usual. 

Failing to pick up work. If you are not here when I try to return your graded work, I will toss it into the trashcan  on the way to the parking lot. No, a friend can't pick it up. But feel free to check all the trash cans between the classroom and  and the parking lot.

Written work. I want your written work to look terrific. Use black ink, Arial or Times Roman fonts,  in 10-pt or 12-pt. Don’t turn in anything you would not wish to have tacked to the wall, posted on the web, or duplicated for fellow students to study as a good or bad example. No strange colored, strange sized paper, please: this is HW, not a party invitation. Also, write your name lightly on the back of every sheet you turn in.

Turn in your work in a 10' x 13' clasp envelope, with your name written legibly on the inside and outside of the flap. (You'll need to pick up a least half a dozen of these envelopes.) 

Class photos. Hey, gorgeous, I know your grandma says you have an unforgettable puss.  But I need to learn seventy faces this fall and associate them with names.  To sharpen my memory, it is my practice to take class photos and post them to the class web page. You don’t have to have your picture taken, and if you are in law enforcement, I certainly advise against putting your picture on the web. 

Even if you don't let me take your photo, I'll try to learn your name. But, hey, What's-your-name,  give me a break and help me to learn your name while beautifying this page.

The address of this site is GollyGrantsOnline.com/4931-springl-2003-fundraising.htm. Please be sure to visit the index to Jay's many we sites.

Send this page to a friend! Use Internet Explorer's menu. Choose File -> Send -> Page by email. In Netscape, choose File -> Send page

Message board.

Public charities (most nonprofits) must file the IRS form 990. Here is where you can learn to use the form 990 in your donor research. And at Guidestar, you can search for the form 990 of a nonprofit of interest. For instance, if your nonprofit needs to know who is donating to a nonprofit X, you can look in their 990 to discover who their largest donors are.

Private foundations (the biggest donors) must file the IRS form 990 PF. Here is where you can search for the form 990 PF of a foundation of interest. You can tghen discover to whom they are making gifts and grants. Here is a map of the useful info in the 990 PF.

For info on faith-based organizations and their funding, visit the Welfare Information Network's page http://www.welfareinfo.org/faithbase.asp

Added -- March 8, 2003

Here is a grading scheme for Funding for Nonprofits.

You will compute two scores, your score on quizzes and your score on homework. The lower of the two determines your grade in the course.

Missed quizzes count for zeros.

HW brought in one time may be re-done. If you fail to turn in a HW on time, you are stuck with whatever score I give it, with no re-do allowed. If you fail to turn in a HW at all, it counts as HU.

Added 16 March 2003 --
Here is an early draft that Jay wrote for a case statement for a new building for Stepping Stones. And here is a nearly finalized version of the case statement after it has been massaged by Brenda  Lavar (COO), Geri Pipitone (executive director) and Myra Gross and Associates.

Added 3 April 2003 -- Students are having lots of problems with the Tony Poderis Web site and especially with the Greenlights forms library. Here are new instructions.

For Tony Poderis: Don't try to cut and paste using your computer, because Mr. Poderis has replaced all his pages with photo images of pages. Just print the material you want and include it in your folder.

For Greenlights: The folks at Greenlight are reworking their Web page and have made life 100 x harder for us. I have been striving for a work-around, and here is what I have come up with.

Go to http://www.austingreenlights.org/ . In the left-hand frame, place your cursor over "Tools for Nonprofits" and click your left mouse button, causing "forms library" to appear. Click on "forms library." Now, find what you want to use and place your cursor over the underlined link, which probably will appear in blue or purple. Use a click of the right mouse button to open a drop-down menu, and then click on "Properties." You will see a screen the contains the entry "Address URL." Okay, now copy that address into the address box of your browser. You can  use cut and paste.  Press the "enter" key, and you will get the document you are looking for.

For example, suppose sample_cash_flow.xls catches your attention. Under properties, you will discover the address (URL) http://www.austingreenlights.org/media/edocs/sample_cash_flow.xls. Using the cut and paste function, you can go into your browser and overwrite http://www.austingreenlights.org/ with http://www.austingreenlights.org/media/edocs/sample_cash_flow.xls. That will get you the document. From there, you are on your own.

Is it a pain in the neck? Yes. Do I expect you to do it? Certainly, if you are zealous or diligent. Allow plenty of time for this HW.

Added 3 April 2003 on request.: Here is a not-so-secret list of prospect research sites.