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Nonprofits Institutional Advancement

Nonprofits depend on the public for their existence. Without public support, nurture and involvement, the nonprofit sector of this country would not be as progressive and vibrant as it is. Advancement managers play key roles in this development.

Advancement personnel often make or participate in decisions that can lead to litigation. For example, advancement personnel counsel and advise donors; recommend, develop and implement fundraising projects; manage volunteer programs; publish and represent the institution to the public; employ personnel; and establish policies regarding the institution’s acceptance of gifts. In sum, advancement personnel significantly affect the endowment, fundraising, public relations, volunteer programs, and are responsible for establishing and maintaining good relationships with the nonprofit’s constituencies.

Nonprofit Institutional Advancement and the Law provides nonprofit managers and counsel information to solicit gifts effectively, work compatibly with donors, develop strategies for completely managing delicate gift situations, recruit volunteers, respond to crises, manage personnel, and to comply with federal laws. Chapters address critical areas of advancement administration including gift policy and enforcement, privacy and donor research, volunteer recruitment and liability, collection of donor pledges, and public relations.

This manual on institutional advancement focuses on:

      • Collecting and Enforcing Gifts

      • Developing Gift Policy

      • Endowment Management and Trustee Duties

      •  Managing Affiliated Organizations

      •  Business Activities and Taxes

      •  Public Relations and the Legal Environment

      •  Liability and Training of Volunteers

      •  Defamation and Invasion of Privacy

      •  Hiring and Retention

      •  Sexual Harassment

      •  Publishing and Copyright

      •  Record Retention

Each of these essays is presented with a common format: Overview, Application, and Preventive Planning. A Selected Bibliography follows each topic. Also included in the Appendix are sample policies, the Volunteer Protection Act, a sample volunteer agreement, and several uniform laws.

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