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News and Notes from the Director

As of November 30, 2017

Just finished speaking at a fundraising professionals conference in North Carolina and during the lunch period a senior VP from a university updated us about tax issues. These are complicated and at times alarming issues for us, so it behooves us to be aware and knowledgeable, and maybe even take appropriate action within our professional associations. Here is the latest information from our collegial groups:

CASEhttp://www.case.org/Public_Policy/United_States/CASE_Advocacy_Action_Center.html

AFPhttp://www.afpnet.org/files/email/LegislativeAlert2017Nov10.html

INDEPENDENT SECTORhttp://independentsector.org/

http://blog.christianleadershipalliance.org/2017/10/04/urgent-update-tax-reform-national-christian-foundation/

No doubt some other resources are also available.  Let us know if you have information or questions. And let’s hope for the best as it pertains to our causes and important work.

Don’t forget the valuable information from a leading “watchdog” organization—even if most NAD organizations don’t see the need for this approval process, at the least we should be aware of the requirements for approval by this entity. The website is www.give.org and here is the masthead.

Do you need help in planning for your fundraising program, or perhaps have a form of guidelines that will alert you to steps to take?  Of course, contact PSI for assistance and materials, but also remember that we have a couple of planning and tracking forms designed particularly for academy fundraising and also a more general one for use by any organization.  Check with me at lilyawagner@nadadventist.org.

Giving USA issued a special report on religious giving.  If you don’t have this, we can share some highlights with you.

Also, a really significant article appeared in the daily updates from the Chronicle of Philanthropy.  Again, if you don’t receive this, we can give you the highlights or perhaps you can pull it up:

CHRONICLE OF PHILANTHROPY DAILY UPDATE
NOVEMBER 13, 2017
Donors Say They Don’t Give More Because of Money Constraints and Lack of Nonprofit Transparency

By Timothy Sandoval

Watch for PSI’s holiday greetings!  Until next time, and please contact any of us at any time if we can be of assistance.

Lilya Wagner

 

 

lilyawagner@nadadventist.org

Mobile:  317-250-8274

Job Opportunities

Job Opportunities

Do you know someone interested in the field of Fundraising or someone in the field wanting a different challenge? Be sure and direct them to our JOB CENTER. There they will find not only who is hiring but also a place to have their resume posted for those seeking to hire.

Introduction to PSI

2018 Conference on Philanthropy

Perspectives from the Field

Glimpses of Fundraising in Adventist Organizations

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We invite you to contact PSI any time you feel you need a consultant, at any stage of your fundraising efforts. We are here for any type of help, and we can even share carefully-selected consultant names or firms.

News and Updates from PSI

Fundraising Group Offers New Online Practice Test for Certification

By Eden Stiffman

Fundraisers who want practice their test-taking skills before taking an influential professional certification examination now have a new aid. CFRE International, the organization that offers fundraising certification, has launched a new online practice exam.

“It’s something that fundraisers have been wanting for quite some time,” said Jeff Stanger, education-resources manager at CFRE International. The goal is to give fundraisers a sense of confidence before taking the four-hour, 200-question exam. It includes questions that are similar in difficulty to the actual exam.

“This won’t suddenly make it easy but will help with the confidence that you have an idea of what you’re in for,” said Mr. Stanger, adding that it will be especially helpful for people who have been out of school for some time or who struggle with test-taking.

Other Testing Options

Fundraisers are not required to get professional certification, but 6,050 of them currently hold the credential, most of them in North America. As of June of last year, 103 fundraisers received the Advanced Certified Fund Raising Executive credential, or ACFRE, which is administered by the Association of Fundraising Professionals.

Many fundraisers say the certification is helpful in seeking new jobs and higher salaries and in reassuring donors and superiors of their professionalism.

People taking the practice test will receive feedback on the questions they get right and wrong. The new tool also provides feedback specific to the test’s six subject areas:

  • Current and prospective donor research
  • Securing gifts
  • Relationship building
  • Leadership and management
  • Involvement of volunteers in fundraising
  • Ethics, accountability, and professionalism.

In addition to the full-length, 100-question practice test, people can take 20-question quizzes to assess their knowledge in specific subject areas. Fundraisers can purchase 30-day and 90-day subscriptions for the study tool.

With the real exam, scores range from 200 to 800; a passing grade is 500 or more. About 75 percent of test-takers pass on the first try, Mr. Stanger said.

CFRE International is also developing a study guide and other study tools that will be released over the next year.

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Most of the contact information that PSI will get from you in the future will come through this site. By opting into our email, you will have access to important information that PSI sends out from time to time. We’ve also included areas for you to add additional information about yourself, your organization, and your interests, in order to help us target your specific needs.

Books and Resources

Successful Fundraising

Are you planning a building project—a new church, addition, school building, or Community Service building? Do you wonder how you should go about getting the funds? Does it seem like your campaign for funds goes on forever? Are your members or constituents tired of talking about money? If you have these questions and probably many others, Successful Fundraising is for you. Explore the options below to see which edition is right for you.

Successful Fundraising: A Handbook for Best Practices

successful fundraising cover 200

Successful Fundraising – Second Edition

Successful Fundraising 2nd Edition

Recaudación de Fondos Segunda Edición

Successful-Fundraising-Spanish-Second-Edition

Successful Fundraising – Canadian Edition

Successful-Fundraising-Canada-edition
Diversity and Philanthropy

Written by Lilya Wagner, EdD, CFRE

A “one size fits all” strategy is not effective when it comes to philanthropy and fundraising in today’s diversified environment. This book enables nonprofit leaders, board members, staff, and volunteers of nonprofit organizations to better reach diverse populations and incorporate perspectives that increase success by surveying the cultural context for philanthropic action. In the PSI Library or offered on Amazon in both Print and Kindle: Order on Amazon | View Praeger Publishers listing

To learn more...

Be sure and check out the new web site developed to coincide with Diversity and Philanthropy:
www.diversityandphilanthropy.com

New to the library

The Ask

A completely revised edition of the must-have resource for increasing your nonprofit’s bottom line.

This thoroughly revised and updated edition of the best-selling book The Ask is filled with suggestions, guidelines, and down-to-earth advice that will give you the confidence to ask anyone for any size gift, for any purpose. Written in winning language, filled with sample dialogues, and offering a wealth of tips and tools, this book addresses common mistakes made when asking and shows how to correct each mistake, providing guidance and direction on how to make a great ask.

If you would like to check out this book or another from our library, please call Tandi Perkins 301-680-6139 or send an email to her at TandiPerkins@nadadventist.org.

Available for download

Your Future in Fundraising 242h

Your Future in Fundraising, by Dr. Lilya Wagner, is now available as a free download here:

Resources

The PSI resource center has an array of documents, samples, articles, books, and other materials that will aid your professional activity and practice.

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