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Accountability and Evaluation

Barber, Putnam (Ed.). Accountability: A Challenge for Charities and Fundraisers. New Directions for Philanthropic Fundraising. Vol. 31. San Francisco, CA: Jossey-Bass, Inc.,2001.
Discussion of nonprofits and accountability to the donor, the legal powers of donor, along with the role of the national Center for Charitable Statistics in developing data for accountability.

Burk, Penelope;  ADonor Centered Leadership: What it takes to build a high performance n Donfundraising team  2013

Ior-Centered Leadership Penelope Burk tackles one of our most frustrating and costly problems – the high turnover rate of staff and the financial toll it takes on not-for-profits. In plain language, backed by compelling research with over 6,000 fundraisers, Board members, CEOs, and donors, Penelope reveals how not-for-profits can raise much more money by bringing staff attrition under control.

Drucker, Peter F. The Drucker Foundation Self-Assessment Tool: Participant Workbook. SanFrancisco, CA: Jossey-Bass, Inc., 1998.
This useful and dynamic tool has been helping nonprofit boards, executives, and teams to rediscover the direction and potential of their organizations since 1993. The workbook presents thought-provoking introductions and easy-to-follow worksheets and should be used with Gary J. Stern’s Process Guide.

Flynn, Patrice, and Virginia A. Hodgkinson, (Eds.). Measuring the Impact of the Nonprofit
Sector. New York, NY: Kluwer Academic/Plenum Publishing Corporation, 2002. Eighteen scholars tackle the subject of research approaches, methodologies, and the development of empirical tools to measure the performance of nonprofit organizations. They discuss obstacles in the process of performance evaluation of nonprofits and present current research in the search to identify, quantify, and self-asses qualities that make the nonprofit sector unique.

Hager, Mark A. (Ed.). Exploring Measurement and Evaluation Efforts in Fundraising.New Directions for Philanthropic FundraisingSan Francisco, CA: Jossey-Bass, Inc., 2003.
This issue addresses a variety of issues regarding the measurement and evaluation of fundraising costs and activities.

Jackson, Peggy M. and Toni E. Fogarty. Sarbanes-Oxley and Nonprofit Management: Skills, Techniques, and Methods. San Francisco, CA: Jossey-Bass, Inc., 2006.
This combination reference/workbook offers a structured description of Sarbanes-Oxley and its implications for nonprofits Detailed discussions on governance, including financial literacy for board members, new standards of accountability for boards, and best practices for nonprofit management

McMillan, Edward J. Preventing Fraud in Nonprofit Organizations. San Francisco, CA: Jossey-Bass, Inc., 2006.
Preventing Fraud in Nonprofit Organizations is the proactive manual nonprofit organizations need to detect fraud and prevent it from affecting the organization’s bottom line and name. With details of hundreds of actual fraud and embezzlement schemes, it provides specific, practical advice on strengthening the areas in which your nonprofit may be most vulnerable.

Morino, Mario. Leap to Reason. Managing to Outcomes in an ERA of Scarcity.  Washington DC. Venture Philamthropy Partners.  2011.

Nichols, Judith E. Transforming Fundraising: A Practical Guide to Evaluating and Strengthening Fundraising to Grow With Change. San Francisco, CA: Jossey- Bass, Inc., 1999.
This book introduces the Development Assessment Process, an innovative formula that combines traditional evaluation practices with a method for appraising philanthropic and demographic trends.

Poister, Theodore H. Measuring Performance in Public and Nonprofit Organizations. San Francisco, CA: Jossey-Bass, Inc., 2003.
In recent years, a commitment to increased accountability and improved performance has become essential in both governmental agencies and nonprofit organizations. To help managers and executives in their ongoing quest for greater accountability and improved performance, this book offers a comprehensive resource for designing and implementing effective performance measurement systems at the agency level.

Panel on the Nonprofit Sector: Strengthening Transparency, Governance, Accountability of Charitable Organizations. Washington, D.C.: INDEPENDENT SECTOR, 2005. Comprehensive series of recommendations intended to strengthen the ability of the nation’s 1.3 million charities and foundations to serve as responsible stewards of the public’s generosity.

Tierney, Thomas J. and Joel L. Fleishman, Give Smart. Philanthropy That Gets Results. New York, NY, Public Affairs 2011.
A decade ago, Thomas J. Tierney left Bain & Company to cofound The Bridgespan Group, a nonprofit focused on helping donors and nonprofit leaders to develop and execute strategies to accelerate social change. In Give Smart, Tierney pools his hands-on knowledge with Duke professor Joel L. Fleishman’s expertise to create a much-needed primer for philanthropists and the nonprofit organizations they support.

Zack, Gerald M. Fraud and Abuse in Nonprofit Organizations: A Guide to Prevention andDetection. New York, NY: John Wiley & Sons, Inc., 2003.
With this comprehensive guide, gain insight into the most common fraud and abuse schemes committed against nonprofit organizations and how to detect them. You’ll also learn the ins and outs of fundraising fraud and improper financial reporting to donors and grantors.

Boards and Volunteers

American Bar Association. Guide to Nonprofit Corporate Governance in the Wake ofSarbanes-Oxley. Chicago, IL: American Bar Association, 2006.
Written for directors of nonprofit organizations, this guidebook provides a complete overview of the major reforms enacted or triggered by the Sarbanes-Oxley Act, including governance reforms promulgated by the SEC and the Stock Exchanges. Also included are 10 key governance principles derived from such reforms, and the potential challenges and benefits of  applying such principles in the nonprofit context are discussed.

Axelrod, Nancy R. Chief Executive Succession Planning: The Board’s Role in Securing YourOrganization’s Future. Washington, D.C.: BoardSource, 2002.
Chief Executive Succession Planning explains why it is important for a board to have a leadership transition plan whether or not an executive search is anticipated.

Board Fund Raising Manual. New York, NY: Aspen Publishers, Inc., 2007.
This 75-page guide will walk your board members through every aspect of the fund raising process from convincing them that it’s part of their job, to teaching them how to set up an endowment.

Board Member Orientation: Nonprofit. New York, NY: ASPEN Publishers, Inc., 2007.
This guide is designed to help executives provide effective, in-house orientation to rookie board members. It will help them walk through the basic responsibilities of board members, and provide a structure through which specific issues and characteristics about each association and board can be discussed.

BoardSource. Accountability: The Buck Stops Here. Washington, D.C.: BoardSource, 2002. From financial statements to mission statements, ultimate accountability lies in the board’s hands. And, as the public endures a seemingly unending string of accountability scandals in the for-profit sector, nonprofits realize that embracing their responsibilities is as crucial as ever. This issue explores the many facets of accountability and examines the lessons nonprofits can learn from the crisis in the corporate world.

BoardSource. Presenting Fund-Raising: The Board Member’s Role in ResourceDevelopment. Washington, D.C.: BoardSource, 2002.

Customizable on-screen presentation provides an overview of the board’s fundraising responsibilities, the stages of fundraising, and different types of fundraising.

Boardsource, The Nonprofit Board Answer Book: A Practical Guide for Board Members andChief Executives. San Francisco, CA: Jossey-Bass, 2007.
This follows a question-and-answer format, enabling you to quickly find an answer to a burning question you have right now. At the same time, it’s easy to pick up and read straight through, either cover to cover or one section at a time.

BoardSource. Handbook of Nonprofit Governance. San Francisco, CA: Josey-Bass, Inc., 2010.
This handbook serves as a reference and answers questions of all types about board governance, using the expertise from nonprofit leaders nationwide, as well as information from the BoardSource Governance Index Survey, findings from governing board self- assessments. It contains case studies that illustrate how governance works in the real world, sidebars that focus on important topics, and data gleaned from surveys.

Bobowick, Marla J., Sandra R. Hughes, and Berit M. Lakey. Transforming Board Structure.Washington, DC: BoardSource, 2001.
Discover the importance of reducing the number of standing committees and relying more on ad hoc groups and task forces to accomplish tasks on an as-needed basis.

Bradham, June J., The Truth About What Nonprofit Boards Want: The Nine Little Things ThatMatter Most. Hoboken, NJ: John Wiley and Sons, Inc., 2009.
The Truth About What Nonprofit Boards Want is a must read for every executive and fundraiser who wonders how to attract and retain passionate and generous board members. Just listen to the Truth: stories from the mouths of high value volunteer leaders uncovered during extensive interviews with board members from around the world. 51

Carver, John and Miriam Carver. Reinventing Your Board, Revised Edition. San Francisco, CA: Jossey-Bass, Inc., 2006.
Reinventing Your Board is a hands-on, step-by-step guide to board effectiveness. It includes new policy samples and a new chapter on monitoring performance, as well as other practical―put-the-model-in-motion‖ advice.

Connors, Tracy D.  The Volunteer Management Handbook. Leadership Strategies for Success.  Hoboken, New Jersey. John Wiley & Sons. 2012
Drawing on the experience and expertise of recognized authorities on nonprofit organizations, The Volunteer Management Handbook, Second Edition is the only guide you need for establishing and maintaining an active and effective volunteer program. Written by nonprofit leader Tracy Connors, this handy reference offers practical guidance on such essential issues as motivating people to volunteer their time and services, recruitment, and more. Up-to-date and practical, this is the essential guide to managing your nonprofit’s most important resource: its volunteers.

George, Worth. Fearless Fundraising for Nonprofit Boards: Revised Edition.Washington, D.C.: BoardSource, 2003.
Written for the individual board member as well as board chairs, development committee chairs, and chief executives, Fearless Fundraising presents ways to motivate and empower board members so they wholeheartedly involve themselves in fundraising activities.

Casey, Robert W., Best Practices for Nonprofit Boards: Managing Finances and Investments.New York, NY: Bloomberg Press, 2008.
This concise handbook offers nonprofit directors at all levels of financial experience the best practices of today’s most successful nonprofit managers. It covers every major area of interest and concern for fiduciaries, delivering exactly what they must know to protect principal adequately and grow their organization’s funds intelligently.

Chait, Richard P., William P. Ryan, and Barbara E. Taylor. Governance as LeadershipReframing the Work of Nonprofits Boards. Hoboken, New Jersey: John Wiley & Sons, Inc., 2005.
This book offers trustees and executives a new and practical framework to govern nonprofit organizations more effectively by providing ideas, tactics and examples that enrich the work of trustees and enhance a board’s value to the organization it governs.

Chait, Richard P. How to Help Your Board Govern More and Manage Less. Revised Edition.Washington, DC: BoardSource, 2003.
Learn the four major steps to strengthen your board’s capacity to govern. Discover how your board should work with staff, and how this dynamic changes as the size of you organization’s staff changes.

Conners, Tracy Daniel. The Volunteer Management Handbook. New York, NY: John Wiley & Sons, Inc., 2011
This publication offers the nonprofit manager a complete guide to establishing and maintaining an active an effective volunteer program. The author covers such topics as recruitment, orientation, and retention; training volunteers; recognition and reward systems; volunteers and the law; liabilities, immunities, and more.

Dambach, Charles F., Structures and Practices of Nonprofit Boards, Second Edition. Washington, D.C.: BoardSource, 2009. This book provides a set of basic guidelines to enable nonprofit boards to meet challenges and develop board members who are actively engaged in the life of the organization.

Eadie, Doug, Building a Rock-Solid Partnership With Your Board: A Real-Life, Practical Guidebook for Nonprofit and Public CEOs. Oldsmar, FL: Governance Edge Publishers, 2008. This new book provides tested, practical guidance that you can put to work today in helping to manage the emotional/psychological dimension of the CEO-board relationship. This book places board partnership building at the top of the CEO’s list of high-stakes responsibilities.

Eadie, Doug, Extraordinary Board Leadership: The Keys to High Impact Governing. Sudbury, MA: Jones and Bartlett Publishers, 2008.
The Keys to High Impact Governing deals with an incredibly important topic high-impact governing which is at the heart not only of a nonprofit’s effectiveness, but also the key to a positive, productive, and enduring board-CEO partnership.

Engaging Youth in Lifelong Service: Findings and Recommendations for Encouraging a Tradition of Voluntary Action Among America’s Youth. Washington, D.C.: Independent Sector, 2002.
In partnership with Youth Service America. Impact of childhood experiences on adult giving and volunteering, and tips for engaging more youth in service. Part of the Giving and Volunteering series.

Experience at Work: Volunteering and Giving Among Americans 50 and Over. Washington, D.C.: Independent Sector, 2003.
In partnership with AARP. Findings and strategies for involving Americans 50 years of age and over in charitable activities. Part of the Giving and Volunteering series.

Fletcher, Kathleen M. Board Accountability in Action: Report from the Symposium on Board Leadership for Nonprofit Integrity. San Francisco, CA: Institute for Nonprofit Organization Management, 2005.
Topics included participants’ personal sense of accountability for their organization’s integrity, communication between the board chair and executive director, financial processes and reporting practices, board culture around inquiry and debate, conflicts of interest, board assessment, and the effect on the board of the current focus on accountability. Find clarification on the roles of the chief executive and the board chair and suggestions for strengthening this partnership as you discover how this team can work effectively to facilitate board development.

Gilford, Gayle L. How  to Make Your Board Dramatically More Effective: Medfield, MAEmerson & Church 2012.
A high-performing, diligent board that takes its responsibilities seriously is the Holy Grail of    nearly every nonprofit in the U.S. Such a board means more money raised, swifter policy decisions, steady governance, and less Advil for the CEO. But can you realistically get there from here?

Gottlieb, Hildy, Board Recruitment and Orientation: A Step-by-Step, Common Sense Guide3rEdition. SanDiego, CA: Renaissance Press, 2008.
This step-by-step manual will help you create a strong recruitment and orientation program, putting your board on the road to increased effectiveness.

Grace, Kay Sprinkel. The Nonprofit Board’s Role in Setting and Advancing the Mission.Washington, DC: BoardSource, 2003.
Learn how board members can contribute to the creation of the mission as well as communicate the mission and purpose to the community.

Grace, Kay Sprinkel, The Ultimate Board Member’s Book. Medfield, MA: Emerson & Church Publishers, 2008.
This book is for all nonprofit boards. Those wanting to operate with maximum effectiveness; those needing to clarify exactly what their job is; and those wanting to ensure that all members – novice and veteran alike – are on the same page with respect to roles and responsibilities.

Greenfield, James M., Fundraising Responsibilities of Nonprofit Boards (The GovernanceSeries, Book 4). Washington, D.C.: BoardSource, 2009.
This book shows board members how to support fundraising efforts, no matter the size of the organization. It explains strategies, offers guidelines for evaluating the results of efforts and recommends helpful ways that board members can be involved every step of the way.

Herman, Melanie L., George L. Head, Peggy M. Jackson, and Toni E. Fogarty. Managing Risk in Nonprofit Organizations: A Comprehensive Guide. San Francisco, CA: Jossey-Bass, Inc., 2004.
Nonprofit Organizations explains and defines risk management, especially as it applies to nonprofits. It provides comprehensive guidance on such topics as identifying risk, prioritizing risk, selecting appropriate risk management techniques, implementing risk management techniques, monitoring risk management, and financing.

Hopkins, Bruce R., Legal Responsibilities of Nonprofit Boards (Governance Series) SecondEdition. Washington, D.C.: BoardSource, 2009.
Board members have a fiduciary duty over the organization and its resources. This book provides a preliminary understanding of the nonprofit legal landscape delivered in easy-to understand terms.

Hunter, Rebecca E. (Ed.). New Directions for Philanthropic Fundraising. Vol. 39, “Exploring the Relationship Between Volunteers and Fundraising.” San Francisco, CA: Jossey-Bass, Inc., 2003.
This issue looks atypically at volunteers and fundraising by examining fewer of the how-to of working with volunteers and more of the psychological and psychosocial aspects of volunteers’ 54 and development professionals’ personalities. The assessment extends to organizational characteristics, evolutionary stage and size, and the reasons that certain types of volunteers and fundraisers may be drawn to work with a particular nonprofit group.

Ingram, Richard T., Ten Basic Responsibilities of Nonprofits Boards (Governance Series 1,2nEdition). Washington, D.C.: BoardSource, 2009.
This Book not only explores the board’s 10 core responsibilities, it also puts them into the context of the governance challenges facing nonprofits today. This new, expanded edition clarifies and distinguishes the boards responsibilities from those of the chief executive and senior staff.

Jackson, Peggy M., Sarbanes-Oxley for Nonprofit Boards: A New Governance Paradigm.Hoboken, NJ: John Wiley & Sons, Inc., 2006.
Sarbanes-Oxley for Nonprofit Boards shows your nonprofit board and its leadership how to implement Sarbanes-Oxley (SOX) requirements and best practices into your organization as well as make sense of what is expected in this new environment. With an emphasis on raising your nonprofit’s standard of performance, author and nonprofit specialist Dr. Peggy Jackson skillfully explains how to leverage the power and value of SOX requirements and best practices to move your nonprofit’s board toward a higher quality of governance.

Jackson, Peggy M. and Toni E. Fogarty. Sarbanes-Oxley and Nonprofit Management: Skills, Techniques, and Methods. San Francisco, CA: Jossey-Bass, Inc., 2006.
This combination reference/workbook includes a structured description of Sarbanes-Oxley and its implications for nonprofits; detailed discussions on governance, including financial literacy for board members; new standards of accountability for boards; and best practices for nonprofit management.

Jackson, Peggy M., and Toni E. Fogarty. Sarbanes-Oxley for Nonprofits: A Guide to BuildingCompetitive Advantage. San Francisco, CA: Jossey-Bass, CA, 2005.
The first book to discuss the implications of Sarbanes-Oxley legislation as it relates to nonprofit organizations, Sarbanes-Oxley for Nonprofits is a guide for all nonprofit executives and boards who want to know how the new legislation can enhance their organization’s mission.

Johnson, Larry C.  The 8 Principles of Sustainable Fundraising. 2011.
This book is for anyone whose initial reaction when confronted with the task of raising money for their charitable passion is a mixture of anxiety and bewilderment. With a straightforward and accessible approach, Eight Principles walks the reader through eight steps that help reshape their fundraising approach and processes. Eight Principles empowers fundraisers, both volunteer and professional alike, to see donors as people like themselves who want to invest in a worthwhile cause or organization.

Kurtz, Daniel L. and Sarah E. Paul. Managing Conflicts of Interest: A Primer for NonprofitBoards (Second Edition). Washington, D.C.: BoardSource, 2006.
Managing Conflicts of Interest: A Primer for Nonprofit Boards acknowledges the difficulty in identifying problematic conflicts of interest, and gives recommendations for practice.

Lang, Andrew S., Financial Responsibilities of Nonprofit Boards (Governance Series 3, 2ndEdition). Washington, D.C.: BoardSource, 2009.
This book uses nontechnical language to help board members gain a basic understanding of their financial oversight responsibilities and gives them a starting point for comprehending key financial data.

Lawrence, Barbara and Outi Flynn. The Nonprofit Policy Sampler, Second Edition. Washington, D.C.: BoardSource, 2006.
The Nonprofit Policy Sampler is designed to help board and staff leaders advance their organizations, make better collective decisions, and guide individual actions and behaviors. Key elements and practical tips for 48 topic areas are provided, along with 241 sample policies, job descriptions, committee charters, codes of ethics, board member agreements, 55 mission and vision statements, and more.

Lehman, Ann W., BOARD MEMBERS RULE: How to Be a Strategic Advocate for Nonprofit. Bloomington, IN: Unlimited Publishing LLC, 2007.
BOARD MEMBERS RULE reframes the board member’s role to include a strategic advocacy perspective… It’s filled with commonsense tools, resources, forms, examples and exercises to provide a comprehensive guide for board members of nonprofit organizations.

Lysakowski, Linda. Nonprofit Essentials: Recruiting & Training Volunteers to Ask for Money.San Francisco, CA: Jossey-Bass, Inc., 2005.
Nonprofit Essentials examines methods for recruiting volunteers and the materials needed to implement a successful recruitment strategy. Particular emphasis is placed on the role of the campaign chair as the leader of the capital campaign effort along with strategies for keeping volunteers involved and motivated.

McClellan, Amy, The Nonprofit’s Board’s Role in Mission, Planning and Evaluation (TheGovernance Series, Book 5). Washington, D.C.: BoardSource, 2009.
This book, offers an integrated approach to regular and consistent planning process that helps the board and staff clarify mission and make changes when necessary to keep mission fresh, lively, and relevant.

McNamara, Carter, Field guide to Developing, Operating, and Restoring Your NonprofitBoard. Minneapolis, MN: Authenticity Consulting LLC, 2008.
This book includes 20 sample Board policies that can be downloaded and many guidelines for governing nonprofits effectively.

Musick, Marc A. and John Wilson. Volunteers: A Social Profile. Bloomington, IN: Indiana University Press, 2007.
A resource for those who work with volunteers or interested in the role of the volunteer in modern society, Volunteers addresses issues of who volunteers and why, focusing on people’s subjective states, their available resources, and the influence of gender and race.

National Center for Nonprofit Board Governance Series. Washington, DC: BoardSource. 2003.
This series is an invaluable resource for executive staff and board members concerned with the most current governance issue Answers questions about members’ fundamental responsibilities and board management tactics.

O’Connell, Brian. The Board Member’s Book: Making a Difference in VoluntaryOrganizations. Third Edition, New York, NY: Foundation Center, 2003.
A basic handbook on the roles of board members, volunteers and staff, including advice on finding, and developing good board members. An excellent resource for those who want to improve governance and management of their nonprofit organization.

Nonprofit. Bloomington, IN: Unlimited Publishing LLC, 2007.

BOARD MEMBERS RULE reframes the board member’s role to include a strategic advocacy perspective… It’s filled with commonsense tools, resources, forms, examples and exercises to provide a comprehensive guide for board members of nonprofit organizations.

Lysakowski, Linda. Nonprofit Essentials: Recruiting & Training Volunteers to Ask for Money.San Francisco, CA: Jossey-Bass, Inc., 2005.
Nonprofit Essentials examines methods for recruiting volunteers and the materials needed to implement a successful recruitment strategy. Particular emphasis is placed on the role of the campaign chair as the leader of the capital campaign effort along with strategies for keeping volunteers involved and motivated.

McClellan, Amy, The Nonprofit’s Board’s Role in Mission, Planning and Evaluation (TheGovernance Series, Book 5). Washington, D.C.: BoardSource, 2009.
This book, offers an integrated approach to regular and consistent planning process that helps the board and staff clarify mission and make changes when necessary to keep mission fresh, lively, and relevant.

McNamara, Carter, Field guide to Developing, Operating, and Restoring Your NonprofitBoard. Minneapolis, MN: Authenticity Consulting LLC, 2008.
This book includes 20 sample Board policies that can be downloaded and many guidelines for governing nonprofits effectively.

Musick, Marc A. and John Wilson. Volunteers: A Social Profile. Bloomington, IN: Indiana University Press, 2007.
A resource for those who work with volunteers or interested in the role of the volunteer in modern society, Volunteers addresses issues of who volunteers and why, focusing on people’s subjective states, their available resources, and the influence of gender and race.

National Center for Nonprofit Board Governance Series. Washington, DC: BoardSource. 2003.
This series is an invaluable resource for executive staff and board members concerned with the most current governance issue Answers questions about members’ fundamental responsibilities and board management tactics.

O’Connell, Brian. The Board Member’s Book: Making a Difference in VoluntaryOrganizations. Third Edition, New York, NY: Foundation Center, 2003.
A basic handbook on the roles of board members, volunteers and staff, including advice on finding, and developing good board members. An excellent resource for those who want to improve governance and management of their nonprofit organization.

Patterson, Sally J. Generating Buzz: Strategic Communications for Nonprofit Boards. Washington, D.C.: BoardSource, 2006.
Generating Buzz: Strategic Communications for Nonprofit Boards highlights the board’s role in communication, presenting an overview of roles and responsibilities that will help board members provide the necessary vision, support, and oversight.

Perry, Gail, Fired-Up Fundraising: Turn Board Passion Into Action (AFP Fund DevelopmentSeries). Hoboken, NJ: John Wiley & Sons, Inc., 2007.
Turn Board Passion into Action enthusiastically lays out a clear series of steps that help you introduce your board to a new perspective on fundraising. Straightforward in tone and filled with simple tips to put into practice, this insightful book shows you how to create engaged, passionate board members actively involved in supporting fundraising, and even enjoying it!

Perry, Gail A. Fire Up Your Board Members for Fundraising: Turn Their Passion into Action(AFP Fund Development Series). San Francisco, CA: Jossey-Bass, Inc., 2007.
Building the Rainmaker Board: Motivation, Inspiration, and Empowerment shows nonprofit managers how to introduce reluctant board members to fundraising in ways that make them feel comfortable.

Pointer, Dennis D., James E. Orlikoff. The High-Performance Board. New York, NY: John Wiley & Sons, Inc., 2002.
With a combined forty years of professional governance experience these two authors have written a concise, informative guide for effective leadership of nonprofit organizations.

Robinson, Andy. Big Gifts for Small Groups: A Board Member’s 1-Hour Guide to Securing Gifts of $00 to $5,000. Medfield, MA: Emerson & Church, Publishers. 2007.

Robinson, Maureen K. Nonprofit Boards That Work: The End of One-Size-Fits-AllGovernance. New York, NY: John Wiley & Sons, Inc., 2001.
This book gives advice on how to help strengthen the nonprofit board governance skills through addressing role definition, key responsibilities, working culture, structure and leadership.

Rosenberg, Bob, Giving from Your Heart: A Guide to Volunteering. Lincoln, NE: iUniverse, 2005.
From determining your desired level of involvement to establishing realistic expectations, Rosenberg and Lampard offer practical information that will help you connect with the volunteer opportunity that’s right for you.

Schick, Jonathan D., The Nonprofit Secret: Six Principles of Successful Board/CEO Partnerships. P3 Press, 2009.
Nonprofit boards are often riddled with political and functional challenges that creep into the running of the organization, conflicting with operations and inhibiting effectiveness, despite everyone’s devotion to the same set of goals. Jonathan Schick shares the Six Principles that can unlock an organization’s potential and lead to successful board/CEO partnerships.

Scott, Katherine Tyler. Creating Caring and Capable Boards: Reclaiming the Passion forActive Trusteeship. San Francisco, CA: Jossey-Bass, Inc., 2000.
This book presents a new and proven model of board leadership, one that can be used to educate boards and staff in the philosophy of service.

Siegel, Jack B. A Desktop Guide for Nonprofit Directors, Officers, and Advisors: AvoidingTrouble While Doing Good. San Francisco, CA: Jossey-Bass, Inc., 2006.
Discusses how to keep any nonprofit out of trouble, running smoothly, and accomplishing its mission

Smucker, Bob. The Nonprofit Lobbying Guide: Advocating Your Cause and Getting Results. Washington, DC: INDEPENDENT SECTOR, 1999.
This book demonstrates the many ways nonprofits can use lobbying to advance their causes in federal, state, and local legislatures. Smucker offers insightful tips on how to mobilize citizen support at all stages of the legislative process. This second edition includes advice on using email and the Internet to recruit volunteers, as well as updated information on the most current IRS regulations.

Sternberg, Dave, Fearless Fundraising for Nonprofit Boards. Washington, D.C.: BoardSource, 2008.
This completely updated version of one of BoardSource’s best-selling books explains how board members, development officers, and chief executives can clarify the process of successful fundraising, target and approach potential funders, and increase levels of support.

Tempel, Eugene R., Ph.D. Development Committee. Washington, D.C.: BoardSource, 2004. Development Committee defines what the roles and responsibilities of a development committee are and how to work together with board and staff members to make them effective.

Tropman, John, Nonprofit Governance: The Why, What, and How of Nonprofit Boardship.Scranton, PA: University of Scranton Press, 2009.
This thorough volume offers up-to-date information and practical guidelines for board members and executives of nonprofit organizations large and small.

Vogel, Brian H. and Charles W. Quatt, Ph.D. Dollars and Sense: The Nonprofit Board’s Guideto Determining Chief Executive Compensation. Washington, D.C.: BoardSource, 2005. Dollars and Sense: The Nonprofit Board’s Guide to Determining Chief Executive Compensation explains how nonprofits of all types can increase the transparency and integrity of chief executive compensation practices as part of their stewardship of the public trust.

Williams, Sherill K. and Kathleen A. McGinnis. Getting the Best from Your Board: AnExecutive’s Guide to a Successful Partnership. Washington, D.C.: BoardSource, 20
For the chief executive, a successful board partnership involves working for, working with, and working the board, sometimes taking more of the chief executive’s time than anticipated. This guide offers practical tips and perspectives to help chief executives ignite the partnership and help board performance move from ordinary to extraordinary making the investment worth it.

Widmer, Candace, and Susan Houchin. The Art of Trusteeship: The Nonprofit Board Member’s Guide to Effective Governance. San Francisco, CA: Jossey-Bass, Inc., 2000. This book gives nonprofit board members hands-on strategic advice for building a thriving organization. This practical book details all key trustee responsibilities, defining missions, executive selection and evaluation, financial management, board self-assessment and, much more.

Weinstein, Stanley, (Ed.). Transformational Leadership: Vision, Persuasion, and TeamBuilding for the Development Professional: New Direction of Philanthropic Fundraising, No. 44. San Francisco, CA: Jossey-Bass, In, 2004.

The information and advice in this book will help fundraisers move beyond the lecture to leadership skills that can dramatically increase their institutions’ contributed income while also building enduring, values-based relationships that achieve significant aspirations and enhance people’s lives.

Williams, Sherill K. and Kathleen A. McGinnis. Getting the Best from Your Board: AnExecutive’s Guide to a Successful Partnership. Washington, D.C.: BoardSource, 2007.
This guide offers practical tips and perspectives to help chief executives ignite the partnership and help board performance move from ordinary to extraordinary making the investment worth it.

Yankey, John A. The Nonprofit Board’s Role in Planning and Evaluation. Washington, DC: BoardSource, 2003.
Discover new ways to measure organizational effectiveness and evaluate the performance of your organization and programs.

Ethics and Fundraising

Andreasen, Alan R. (Ed.). Ethics in Social Marketing. Washington, DC: Georgetown University Press, 2001.
Several objectives are covered in this book, presented in a series of papers. Those objectives include presenting some of the major ethical problems that social marketers face, offering the reader a sense of the complexity of the ethical dilemmas that social marketers face, providing a framework within which individuals and organizations can make ethical decisions, and to try and increase the likelihood that social marketers will pay increasing attention to maintaining high ethical standards.

BoardSource. The Principles Workbook: Steering Your Board Toward Good Governance and Ethical Practice. 2009
Since the release in 2007, the Principles for Good Governance and Ethical Practice have   helped thousands of organizations across the nonprofit community strengthen their operations. Now, The Principles Workbook: Steering Your Board Toward Good Governance and Ethical Practice provides further support for nonprofits, foundations, and corporate giving programs committed to examining and improving their governance practices.

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Fischer, Marilyn. Ethical Decision Making in Fund Raising. New York, NY: John Wiley & Sons, Inc., 2000.
This insightful book presents an ethical decision making model which will aid fund raisers and other leaders in nonprofit organizations to approach complex situations in a carefully structured manner.

Lewis, Carol W. and Stuart C. Gilman. The Ethics Challenge in Public Service: A Problem- Solving Guide, 2nd Edition. San Francisco, CA: Jossey-Bass, Inc., 2005.
The Ethics Challenge in Public Service explores the day-to-day ethical dilemmas managers face in their work, including what to do when rules recommend one action and compassion another, and whether it is ethical to dissent from agency policy. This essential text explores managers’ accountability to different stakeholders and how to balance the often competing responsibilities.

Pettey, Janice Gow, Ethical Fundraising: A Guide for Nonprofit Boards and Fundraisers (AFP Fund Development Series) (The AFP/Wiley Fund Development Series). Hoboken, NJ: John Wiley & Sons Inc., 2008.
Ethical Fundraising: A Guide for Nonprofit Boards and Fundraisers is a practical, helpful, and ultimately inspiring resource for nonprofits large and small, young and mature, local and international. The insightful guidance and case studies found within these pages will help you understand how to address specific ethical issues within your nonprofit and leave plenty of food for thought and discussion.

Financial Management

Applied Research and Development Institute International, Inc. Nonprofit Compensation andBenefits Practices. New York, NY: John Wiley & Sons, Inc., 1998.
This book presents data and summaries of compensation packages in the private, government, and nonprofit sectors. Cost control and budget constraints are considered as it examines strategies such as bonuses, raises, creative work schedules (from job-sharing to flex time), non-cash compensation, and more.

Gross Jr., Malvern J., Financial and Accounting Guide for Not-for-Profit Organizations, 2008
Cumulative Supplement (Financial and Accounting Guide for Not for Profit Organizations Cumulative Supplement). Hoboken, NJ: John Wiley & Sons Inc., 2008. The “Financial and Accounting Guide for Not-for-Profit Organizations” is filled with authoritative advice on the financial reporting, accounting, and control situations unique to not-for-profit organizations.

Bater, Paul, Frits Hondius, and Penina Lieber. The Tax Treatment of NGOs: Legal, Fiscal and Ethical Standards for Promoting NGOs and their Activities. International Law Publications, 2003.
Most national taxation regimes afford certain privileges to non-governmental non-profit organizations of public benefit. However, cross-border extension of such privileges has failed to materialize in any significant way, despite various efforts and the existence of model treaty provisions and even draft NGO multilateral tax treaties. The expert authors whose work is assembled in this book offer rich perspectives on this issue.

Blazek, Jody. Financial Planning for Nonprofit Organizations. San Francisco, CA: Jossey- Bass, Inc., 2000.
This book provides the reader with practical, proven strategies for making financial management a more streamlined, effective process for nonprofits of all types and sizes.

Blazek, Jody. IRS Form 990: Tax Preparation Guide for Nonprofits, Revised Edition. San Francisco, CA: Jossey-Bass, Inc., 2004.
Hands-on guidance to help nonprofits through tax filing, including worksheets on concerns such as tax-exempt eligibility, reporting to the IRS, and tax compliance. Comprehensive, line- by-line instructions and checklists containing major tax compliance issues are supplied.

Blazek, Jody. IRS Form 1023 Tax Preparation Guide. San Francisco, CA: Jossey-Bass, Inc., 2005.
Line-by-line tips and instructions to successfully file Form 1023, including strategies for obtaining IRS recognition of tax-exempt status as a charitable organization including a Suitability Checklist to evaluate viability of making application.

Blazek, Jody, Nonprofit Financial Planning Made Easy (Wiley Nonprofit Law, Finance andManagement Series). Hoboken, NJ: John Wiley & Sons Inc., 2008.
Nonprofit Financial Planning Made Easy presents straightforward strategies to make financial management a more smooth and successful process. Filled with practical forms and checklists to aid you in planning and managing your organizations’ financial resources, Nonprofit Financial Planning Made Easy equips your nonprofit with step-by-step solutions to the dilemmas involved in keeping financial resources and the mission in balance.

Blazek, Jody. Tax Planning and Compliance for Tax-Exempt Organizations: 2007 CumulativeSupplement, 4th Edition. San Francisco, CA: Jossey-Bass, Inc., 2007.
From qualifying and applying for tax-exempt status, to maintaining and managing This volume is an indispensable guide through the complex maze of nonprofit tax rules and regulations and provides clear, concise instructions for filing Form 990s and other important IRS forms and documents.

Dropkin, Murray and James Halpin. Bookkeeping for Nonprofits: A Step-by-Step Guide toNonprofit Accounting. San Francisco, CA: Jossey-Bass, Inc., 2005.
Bookkeeping for Nonprofits is a hands-on guide that offers nonprofit leaders, managers, and staff the tools they need to create and maintain a complete and accurate set of accounting records. This much-needed resource provides those with little or no bookkeeping experience with practical advice in a highly accessible format.

Dropkin, Murray, The Budget-Building Book for Nonprofits: A Step by Step Guide for Managers and Boards (w/CD) (The Jossey-Bass Nonprofit Guidebook Series). San Francisco, CA: Jossey- Bass, 2007.
This book offers practical tools and guidance for completing each step of the budgeting process. Designed to be comprehensive and easy to use, The Budget-Building Book for Nonprofits provides everything budgeters and nonfinancial managers need to prepare, approve, and implement their own budgets.

Gross, Malvern J., and John H. McCarthy, and Nancy E. Shelmon. Financial and Accounting Guide for Not-for-Profit Organizations: 2006 Supplement, 7th Edition. San Francisco, CA: Jossey-Bass, Inc., 2006.
The 2006 supplement includes the following updates: Chapter 15 was expanded to include the disclosure required by GASB Statement 40, Deposit and Investment Risk Disclosures, an amendment of GASB 3; Chapter 26 on Investments has been expanded to address Auditing Interpretations 9328, Auditing Fair Value Measurements, and 9332, Auditing Derivative Instruments, Hedging Activities, and Investments in Securities; Chapter 29 provides a summary of the changes to the OMB Compliance Supplement. Appendix D: Summary of Emerging Issues for Not-for-Profit Organizations highlights accounting, financial reporting, tax and regulatory compliance issues including their potential impact.

Gross, Jr., Malvern J. Financial and Accounting Guide for Not-for-Profit Organizations: 2007Cumulative Supplement, 7th Edition. San Francisco, CA: Jossey-Bass, Inc., 2007.
This Seventh Edition is filled with authoritative advice on the financial reporting, accounting, and control situations unique to not-for-profit organizations. It contains discussions of the accounting and reporting guidelines for different types of organizations, complete guidance on tax and compliance reporting requirements, illustrated explanations of various types of acceptable financial statements, and much more.

Lang, CPA, Andrew S., and Laurie A. Rocha, CPA. How to Read Nonprofit Financial Statements. Washington, DC: American Society of Association Executives (ASAE), 2000. A reference tool for understanding, line-by-line, the process of reading and understanding nonprofit financial statements.

Larkin, Richard and Marie DiTommaso. Wiley Not-For-Profit Accounting Field Guide 2003. SanFrancisco, CA: Jossey-Bass, Inc., 2003.
Here is a quick reference guide to the unique accounting and financial issues facing nonprofit organizations today. Its small design allows it to be carried in a briefcase or pocket. It is written in clear and concise language and follows the fundamental GAAP accounting principles.

Larkin, Richard and Marie DiTommaso. Wiley Not-for-Profit GAAP 2006: Interpretation and Application of Generally Accepted Accounting Principles for Not-for-Profit Organizations. San Francisco, CA: Jossey-Bass, Inc., 2006.
Wiley Not-for-Profit GAAP 2006 is a comprehensive, easy-to-use guide to the accounting and financial reporting principles used by not-for-profit organizations. It is written with the needs of the financial statement preparer, user, and attestor in mind. It provides a complete review of the authoritative accounting literature that impacts all types of not-for-profit organizations and provides examples and illustrations.

Linzer, Richard, Anna Linzer and Philip Horn. The Cash Flow Solution: The Nonprofit Board’s Guide to Financial Success. San Francisco, CA: Jossey-Bass, Inc., 2006.
In order to achieve their missions, nonprofits need to fundamentally change the way they think about money. This volume introduces an approach to nonprofit financial management based on cash flow and the use of credit that gives nonprofits the money they need, when they need it while ensuring the long-term financial well-being of the organization.

McMillan, Edward J. Model Policies and Procedures for Not-for-Profit Organizations. New York, NY: John Wiley & Sons, Inc., 2003.
This guide includes over 150 new model accounting and financial policy documents, as well as forms for such areas as internal control, office administration, and risk reduction.

McMillan, Edward J. Not-for-Profit Accounting, Tax, and Reporting Requirements. New York, NY: John Wiley & Sons, Inc., 2003.
McMillan’s step-by-step guide helps not-for-profits apply for tax-exempt status, handle IRS audits, set up a wholly owned taxable subsidiary, anticipate tax implications of lobbying expenses, and perform a host of other functions.

Peters, Jeanne Bell and Elizabeth Schaffer. Financial Leadership for Nonprofit Executives: Guiding Your Organization to Long-term Success. St. Paul, MN: Fieldstone Alliance, 2005. Financial Leadership for Nonprofit Executives gives executives the framework, specific language, and processes to lead with confidence. The volume addresses how to protect and grow the assets of your organization and accomplish as much mission as possible with those resources.

Sanders, Michael I. Joint Ventures Involving Tax-Exempt Organizations, 3rd Edition. San Francisco, CA: Jossey-Bass, Inc., 2007.
Joint Ventures Involving Tax-Exempt Organizations includes the latest case law, treasury regulations, and IRS rulings to enable nonprofits to maximize their financing without jeopardizing their tax-exempt status.

Sumariwalla, Richard D., and Wilson C. Levis. Unified Financial Reporting System for Not- For-Profit Organizations. San Francisco, CA: Jossey-Bass, Inc., 2000.
This comprehensive guide is for all nonprofits that are required to comply with financial reporting standards set by IRS Form 990, FASB, and AICPA (GAAP), grant-makers, and the like. It is a guide to improving financial reporting so nonprofits can focus on the business of fulfilling mission, developing essential programs, and serving communities.

Zietlow, John T. Cash & Investment Management for Nonprofit Organizations. San Francisco, CA: Jossey-Bass, Inc., 2007.
Nonprofit CFOs need to have a framework for financial management that facilitates their standing as “proficient financial managers.” Cash and Investment Management for Nonprofitem>Organizations helps managers from diverse backgrounds learn to effectively manage their organization’s money.

Zietlow, John T., Jo Ann Hankin, and Alan G. Seidner. Financial Management for NonprofitOrganizations: Policies and Practices. San Francisco, CA: Jossey-Bass, Inc., 2007.
Financial Management for Nonprofit Organizations: Policies and Procedures helps managers from diverse backgrounds learn to manage their organization’s money. It includes detailed explanations of the prudent investor rule, increased scrutiny and accountability of nonprofits; organizational risks and risk management; internal controls climate emanating from Sarbanes- Oxley legislation; revised “watchdog” criteria of effectiveness; financial planning and modeling; 79 strategic management and how it interfaces with finance, along with the much greater involvement in this that is now expected by CFOs; basics of a nonprofit balanced scorecard; financial ratios; how raters view the organization; tax-exempt financing; social enterprise evaluation and financing; and nonprofit accounting.

Legal Aspects

Busby, Dan; Martin J. Michael; Van Drunen, John: Church and Nonprofit Tax & Financial Guide for 2012 Tax Return. : Grand Rapids, MI : Zondervan , 2013.

This easy-to-understand workbook simplifies the tax code and offers dozens of tips to reduce your tax bill. This 2013 edition also includes sound retirement planning helps, compensation planning guidance, and ways to maximize business expense reimbursements. Zondervan Minister’s Tax and Financial Guide is also useful to church treasurers, business administrators, and tax preparers who assist ministers.

Busby, Dan; Martin J. Michael; Van Drunen, John: Minister’s Tax & Financial Guide for 2012 Tax Return. : Grand Rapids, MI : Zondervan , 2013.
This easy-to-understand workbook simplifies the tax code and offers dozens of tips to reduce your tax bill.  This 2013 edition also includes sound retirement planning helps, compensation planning guidance, and ways to maximize business expense reimbursements.

Hopkins, Bruce R. The Tax Law of Associations. San Francisco, CA: Jossey-Bass, Inc., 2006.
The Tax Law of Associations summarizes the law concerning acquisition and maintenance of associations’ tax exemption. It explores various other bodies of tax law applicable to exempt associations, including the private inurement doctrine, the intermediate sanctions rules, the lobbying rules, and the unrelated business restrictions. Coverage also includes: the political activities rules, including the use of political action committees by associations; associations’ use of for-profit subsidiaries; supporting organizations; involvement in partnerships and other joint ventures; as well as charitable giving and fundraising rules.

Hopkins, Bruce R. The Tax Law of Charitable Giving: 2007 Cumulative Supplement, 3rdEdition. San Francisco, CA: Jossey-Bass, Inc., 2007.
The Third Edition of this book has been completely revised and updated. Written in plain English, this book can help the lawyers, managers, and development directors of tax-exempt organizations make sure that they are up-to-date on all current regulations pertaining to charitable gifts, and that they are well-prepared to make decisions about their organization’s fund-development program.

Hopkins, Bruce R. The Tax Law of Unrelated Business for Nonprofit Organizations. San Francisco, CA: Jossey-Bass, Inc., 2006.
The Tax Law of Unrelated Business for Nonprofit Organizations is a comprehensive guide to the tax law of unrelated businesses for tax-exempt organizations.

Hopkins, Bruce R., and Jody Blazek. The Legal Answer Book for Private Foundations. New York, NY: John Wiley & Sons, Inc., 2001.
Written in clear and easy to understand language this book will enable the managers and trustees of private foundations to navigate the increasingly complex tax laws and reporting procedures for the private foundation.

Hopkins, Bruce R. and Judy Blazek. Private Foundations: Tax Law and Compliance, 2006Cumulative Supplement, 2nd Edition. San Francisco, CA: Jossey-Bass, Inc., 2006.
The 2006 Cumulative supplement includes the following updates: 2005 version of Form 990- PF, filled in to illustrate reporting issues, is included in Chapter 12. The IRS has substantially revised the application for recognition of exemption filed by private foundations (and other charitable organizations), Form 1023. This application is included in supplemental materials for Chapter 2, along with some details about preparation of the form and some traps inherent therein. Discussion of application of self-dealing rules, the personal services exception, the exception for incidental benefits, and foundation-funded disaster relief programs.

Hyatt, Thomas K. and Bruce R. Hopkins. The Law of Tax-Exempt Healthcare Organizations:2007 Cumulative Supplement, 2nd Edition. San Francisco, CA: Jossey-Bass, Inc., 2007.
This book provides a comprehensive, one-volume source of detailed information on federal, state, and local laws covering tax-exempt healthcare organizations. It tackles complex legal issues by providing plain-English explanations and the appropriate legal citations for further research.

Intermediate Sanctions: What you need to know about the proposed IRS regulations. Washington, D.C.: Independent Sector, 2002.
This booklet helps your organization interpret and apply new regulations from the IRS clarifying ―intermediate sanctions‖—the penalties the IRS can levy against nonprofit trustees and executives who receive or authorize salaries or contracts deemed excessive.

Hopkins, Bruce R. 650 Essential Nonprofit Law Questions Answered. San Francisco, CA: Jossey-Bass, Inc., 2005.
Authoritative answers to the most important questions on business, tax, legal, and fundraising practices for nonprofit organizations.

Hopkins, Bruce R., Fundraising Law Made Easy. Hoboken, NJ: John Wiley & Sons Inc., 2009.
Author Bruce R. Hopkins-a leading authority on the laws regulating fundraising-offers essential, practical legal information in easy-to-understand English. His practical tips and “red flags” provide useful advice and present critical information in an efficient and comprehensible fashion.

Hopkins, Bruce R. Charitable Giving Law Made Easy. San Francisco, CA: Jossey-Bass, Inc., 2006.
This guide presents in-depth discussions on such hot topics as the timing of charitable deductions, estate and gift tax considerations, special property rules, and planned giving. It also includes crucial information on deduction reduction rules, the twice-basis deductions, uses of life insurance, and international charitable giving.

Hopkins, Bruce R. The First Legal Answer Book for Fundraisers. New York, NY: John Wiley & Sons, Inc., 2000.
This book presents sophisticated legal advice on creative strategies for enhancing and expanding nonprofit’s activities.

Hopkins, Bruce R. The Law of Fundraising: 2007 Cumulative Supplement, 3rd Edition. San Francisco, CA: Jossey-Bass, Inc., 2007.
This updated and expanded edition is the only book to tackle the increasingly complex maze of federal and state fundraising regulations. It details federal and state laws, with an emphasis on administrative, tax, and constitutional law. It also explains state and federal rules impacting the responsibilities of fundraising professionals.

Hopkins, Bruce R., The Law of Fundraising. Hoboken, NJ: John Wiley & Sons, 2009. The Law of Fundraising, Fourth Edition is the only book to tackle the increasingly complex maze of federal and state fundraising regulations. It details federal and state laws, with an emphasis on administrative, tax, and constitutional laws. As well, it explains state and federal rules impacting the responsibilities of fundraising professionals.

Hopkins, Bruce R. The Law of Tax-Exempt Organizations, 9th Edition. San Francisco, CA: Jossey-Bass, Inc., 2007.
Written in plain English and supplemented annually, The Law of Tax-Exempt Organizations,Ninth Edition can help the lawyers and managers of tax-exempt organizations make sure that they are up-to-date on all current regulations pertaining to tax-exempt organizations, and well prepared to make decisions about their organization s actions and future.

Hopkins, Bruce R. Nonprofit Law Made Easy. San Francisco, CA: Jossey-Bass, Inc., 2005. Nonprofit Law Made Easy presents in-depth discussions on such hot topics as acquiring and maintaining tax-exempt status, reporting requirements, charitable giving, disclosure requirements, unrelated business activities, fundraising, corporate governance principles, and board member liability. It also includes crucial information on avoiding nonprofit law traps and navigating governance and liability issues.

Hopkins, Bruce R. Planning Guide for The Tax Law of Tax-Exempt Organizations: Strategies and Commentaries. San Francisco, CA: Jossey-Bass, Inc., 2004.
This companion to The Law of Tax-Exempt Organizations, Eighth Edition offers a wide variety of practical planning tips, guidance, and information that can help professional advisors better serve their nonprofit clients.

Hopkins, Bruce R., Starting and Managing a Nonprofit Organization: A Legal Guide.Hoboken, NJ: John Wiley & Sons, 2009.

A Legal Guide is written for everyone, from those new to the nonprofit world to veteran directors of well-recognized organizations. This expert guide equips you with all the critical information and know-how you will need to succeed, thrive, and protect your nonprofit’s tax- exempt status, and avoid the many law traps that are out there.

Step-by-Step: Nonprofit Legal Issues. Washington, D.C.: BoardSource, 2006.
All you need to know about the board’s legal responsibilities in one box, including the nonprofit legal landscape, managing conflicts of interest, nonprofit corporate governance in the wake of Sarbanes-Oxley; and guide to bylaws.

Steuerle, C. Eugene. Contemporary U.S. Tax Policy. Washington, D.C.: Urban Institute Press, 2004.
Contemporary U.S. Tax Policy offers an insider’s look at tax policy. It examines the principles of taxation and the early postwar period before proceeding to a detailed examination of the tax policy battles that began with the ―Reagan revolution‖ in the early 1980s and have continued  78 through the present Bush administration. Contemporary U.S. Tax Policy offers the most comprehensive history of this controversial and important subject.

Marketing

Andreasen, Alan R. Social Marketing in the 21st Century. Thousand Oaks, CA: Sage Publications, 2005.
This book repositions social marketing so that foundations, government agencies, and various nonprofits will approach social change in a way that reaches both upstream and downstream individuals in society. It outlines potential roles, restates fundamental principles, and then suggests how social marketing might be applied to a sample of nontraditional challenges.

Andresen, Katya. Robin Hood Marketing: Stealing Corporate Savvy to Sell Just Causes. San Francisco, CA: Jossey-Bass, Inc., 2006.
This book demystifies winning marketing campaigns by reducing them to ten essential rules and provides examples and simple steps for applying the rules ethically and effectively to good causes of all kinds.

Burnett, John J. Nonprofit Marketing Best Practices. New York, NY: John Wiley & Sons, Inc., 2007.
Nonprofit Marketing Best Practices teaches proven marketing techniques that can help nonprofit organizations stand out among competitors vying for funding, programs, and volunteers.

Daw, Jocelyne. Cause Marketing for Nonprofits: Partner for Purpose, Passion, and Profits(AFP Fund Development Series). San Francisco, CA: Jossey-Bass, Inc., 2006.

Cause Marketing for Nonprofits seeks to change the way nonprofits view and execute cause marketing programs.

Kotler, Phillip, and Alan Andreasen. Strategic Marketing for Nonprofit Organizations. Sixth Edition, Englewood Cliffs, NJ: Prentice Hall, 2002.
Examines the concepts of product, price, promotion and distribution, which are employed by corporate marketing departments and explains how they can be translated into effective marketing strategies for nonprofits.

Miller, Kivi Leroux. Nonprofit Marketing Guide, The: High-Impact, Lost-Cost Ways to BuildSupport for Your Good Cause. San Francisco, CA. Jossey-Bass, Inc., 2010
This book shows how to hack through the marketing options and to-do lists to clear a marketing path. Includes cost-effective strategies and proven tactics for nonprofits

Sargeant, Adrian (Ed.). Direct and Interactive Marketing: New Techniques for Fundraising Success. 60 New Directions for Philanthropic Fundraising, Vol. 33. San Francisco, CA: Jossey-Bass, Inc., 2002.
This special issue discusses varied aspects of direct and interactive marketing, its role in generating and building donor relationships, the impact of data protection legislation, fundraising trends since 9/11 and ―face-to-face‖ marketing.

Sargeant, Adrian. Marketing Management for Nonprofit Organizations, Second Edition. New York, NY: Oxford University Publications, 2005.
The second edition of Marketing Management for Nonprofit Organizations provides a comprehensive overview of how the principles of marketing may be applied to nonprofit organizations. It contains an introduction to marketing and provides a framework for nonprofit planning.

Nonprofit Administration

Anheier, Helmut K. Nonprofit Organizations Theory, Management, Policy. New York, NY: Routledge, 2005.
Systematic in its treatment of theories, management approaches and policy analysis of the nonprofit field, this book methodically introduces central terms such as philanthropy, charity, community and the public good.

Austin, James E. The Collaboration Challenge: How Nonprofits and Business SucceedThrough Strategic Alliances. San Francisco, CA: Jossey-Bass, Inc., 2000.

Learn how to develop and manage strategic alliances that are effective and mutually advantageous with this practical framework. The author uses more than fifteen collaborations that can be analyzed for common traits of distinctive alliances.

Avner, Marcia. The Lobbying and Advocacy Handbook for Nonprofit Organizations: ShapingPublic Policy at the State and Local Level. St. Paul, MN: Amherst H. Wilder Foundation, 2002.
Written for the experienced and the novice person involved in lobbying, the author uses worksheets, samples, and suggested resources to create effective lobbying strategies for the nonprofit organization.

Barbeito, Carol L. Human Resource Policies and Procedures for Nonprofit Organizations. San Francisco, CA: Jossey-Bass, Inc., 2006.
This book discusses organizational policies and procedures, nondiscrimination/ affirmative action, recruitment, hiring, termination, compensation, supervision, employment conditions, administration, and volunteer policies–the framework for developing a comprehensive human resource management system for paid employees, volunteer workers, and outsourced work.

Boris, Elizabeth T. and C. Eugene Steuerle. Nonprofits and Government, Second Edition. Washington, D.C.: Urban Institute Press, 2006.
Nonprofits and Government is the first comprehensive, multidisciplinary exploration of nonprofit–government relations. Issues addressed include nonprofit advocacy, direct regulatory and tax policy, the conversion of nonprofits to for-profits, clashes in government interaction with religion and the arts, and international nonprofit–government relationships.

Connors, Tracy Daniel. The Nonprofit Handbook, Third Edition. New York, NY: John Wiley & Sons, Inc., 2001.
The Nonprofit Handbook: Management offers proven advice, from experts in the field, on every facet of a nonprofit’s daily operations: management and leadership, human resources, benefits, compensation, financial management, marketing and communications, law and regulations.

Gillis, John. Nonprofit Personnel Policies. Gaithersburg, MD: Aspen Publishers, Inc., 2006 (Supplemented annually).A manual to guide you in establishing personnel policies. Includes samples and annual supplements.

Herman, Melanie L., George L. Head, Peggy M. Jackson, and Toni E. Fogarty.

Managing Risk in Nonprofit Organizations: A Comprehensive Guide. San Francisco, CA: Jossey Bass, 2004.
Nonprofit Organizations explains and defines risk management, especially as it applies to nonprofits. It provides comprehensive guidance on such topics as identifying risk, prioritizing risk, selecting appropriate risk management techniques, implementing risk management techniques, monitoring risk management, and financing.

Herman, Robert D. and Associates. The Jossey-Bass Handbook of Nonprofit Leadership and Management, 2nd Edition. San Francisco, CA: Jossey-Bass, Inc., 2004.
The Jossey-Bass Handbook of Nonprofit Leadership and Management offers a comprehensive and in-depth description of the most effective leadership and management practices that can be applied throughout a nonprofit organization.

Includes practical advice on board development, strategic planning, lobbying marketing, government contracting, volunteer programs, fund-raising, financial accounting, compensation and benefits programs, and risk management.

Hopkins, Bruce R. Starting and Managing a Nonprofit Organization: A Legal Guide, 4thEdition. San Francisco, CA: Jossey-Bass, Inc., 2004.
This reference offers information on key legal aspects of starting and operating a nonprofit organization—from receiving and maintaining tax-exempt status to tips for successful management practices. Completely revised and expanded, the third edition features updated information on changes in law, rules, and regulations governing the nonprofit sector, and provides information on corporate, tax, and fundraising laws.

Hudson, Mike. Managing at the Leading Edge: New Challenges in Managing NonprofitOrganizations. San Francisco, CA: Jossey-Bass, Inc., 2005.
English nonprofit expert Mike Hudson offers an outsider-looking-in guide to how nonprofits in the U.S. can be more effective. He spent a year investigating what does and does not work in U.S. nonprofits and has distilled the best practices from these organizations into practical advice and guidance on how to successfully manage a nonprofit organization.

Jackson, Peggy M. and Toni E. Fogarty. Sarbanes-Oxley and Nonprofit Management: Skills, Techniques, and Methods. San Francisco, CA: Jossey-Bass, Inc., 2006.
This combination reference/workbook offers a structured description of Sarbanes-Oxley and its implications for nonprofits Detailed discussions on governance, including financial literacy for board members, new standards of accountability for boards, and best practices for nonprofit management

La Piana Associates. Nonprofit Mergers Workbook Part II: Unifying the Organization after a merger. St. Paul, MN: Fieldstone Alliance, 2004.
Nonprofit Mergers Part II helps organizations create a comprehensive plan to achieve integration. It addresses large, strategic issues as well as small practical ones.

Lawrence, Barbara and Outi Flynn. The Nonprofit Policy Sampler, Second Edition. Washington, D.C.: BoardSource, 2006.
The Nonprofit Policy Sampler is designed to help board and staff leaders advance their organizations, make better collective decisions, and guide individual actions and behaviors. Provides key elements and practical tips for 48 topic areas, along with 241 sample policies, job descriptions, committee charters, codes of ethics, board member agreements, mission and vision statements, and more.

Linden, Russell M. Working Across Boundaries: Making Collaboration Work in Government and Nonprofit Organizations. San Francisco, CA: Jossey-Bass, Inc., 2002.
Working Across Boundaries is a guide for nonprofit and government professionals who want to learn the techniques and strategies of successful collaboration.

Mattessich, Paul W., Marta Murray-Close and Barbara R. Monsey. Collaboration: What Makes It Work, 2nd Ed. St. Paul, MN: Fieldstone Alliance, 2004. A new look at what makes collaborations successful.

Mook, Laurie, Jack Quarter and Betty Jane Richmond. What Counts: Social Accounting for NonProfits and Cooperatives. Upper Saddle River, NJ: Prentice Hall, 2003.
Social accounting focuses on the effects of an organization on its communities of interest. This book looks at how nonprofits and cooperatives create value and how they can measure their social performance.

Niven, Paul R. Balanced Scorecard Step-by-Step for Government and Nonprofit Agencies.New York, NY: John Wiley & Sons, Inc., 2003.
Focusing directly on the public and not-for-profit sectors, this book helps organizations overcome the unique challenges they face when implementing a Balanced Scorecard.

Nonprofit Organization Management: Forms, Checklists & Guidelines. Gaithersburg, MD: Aspen Publishers, Inc. (Supplemented annually).
This manual is the result of an extensive review of current best practices for the nonprofit manager. It is a proven management tool that is supplemented annually.

Roeger, Katie L ; Blackwood, Amy S, Pettijohn, Sarah L.The nonprofit Almanac 2012Washington,  2012.
The Nonprofit Almanac 2012 features the most recent data on the philanthropic sector, presented in more than 50 charts and 100 tables. Topics include the nonprofit sector’s place in the national economy, wages and employment, private giving and volunteering, revenue and outlays, and the size, scope, and finances of public charities.

Olberding, J. & Barnell Williams, L. (2010). Building Strong Nonprofits: New Strategies for Growth and Sustainability.  Hoboken, NJ.  John Wiley & Sons, Inc.
Authors offer analysis of the most potent trends and developments and interprets their implications.  Its content is useful to nonprofit leader, executive director, board member, or development director.

Senger, JoAnn. Designing a Not-for-Profit Compensation System. San Francisco, CA: Jossey-Bass, Inc., 2005.
A step-by-step method to help human resource professionals design and manage a successful compensation system for any public or not-for-profit organization.

Siegel, Jack B. A Desktop Guide for Nonprofit Directors, Officers, and Advisors: AvoidingTrouble While Doing Good. San Francisco, CA: Jossey-Bass, Inc., 2006.
How to keep any nonprofit out of trouble, running smoothly, and accomplishing its mission

Skjegstad, Joy. Starting a Nonprofit at Your Church. Herndon, VA: The Alban Institute, 2002. This book outlines the step-by-step procedures for setting up a 501(c)3 nonprofit organization connected to a congregation using simple, easy-to-understand terminology and examples from churches that have already taken on this task.

Vogel, Brian H. and Charles W. Quatt, Ph.D. Dollars and Sense: The Nonprofit Board’s Guide
to Determining Chief Executive Compensation. Washington, D.C.: BoardSource, 2005. Dollars and Sense: The Nonprofit Board’s Guide to Determining Chief Executive Compensation explains how nonprofits of all types can increase the transparency and integrity of chief executive compensation practices as part of their stewardship of the public trust.

Williams, Sherill K. and Kathleen A. McGinnis. Getting the Best from Your Board: AnExecutive’s Guide to a Successful Partnership. Washington, D.C.: BoardSource, 20
For the chief executive, a successful board partnership involves working for, working with, and working the board, some times taking more of the chief executive’s time than anticipated. This guide offers practical tips and perspectives to help chief executives ignite the partnership and help board performance move from ordinary to extraordinary making the investment worth it.

Wilcox, Pamela J. Exposing the Elephants: Creating Exceptional Nonprofits. San Francisco, CA: Jossey-Bass, Inc., 2006.
Exposing the Elephants reveals the ‘pesky pachyderms’ that block the way to full effectiveness in nonprofit management.

Organizational Leadership and Fundraising

Carlson, Mim and Margaret Donohoe. The Executive Director’s Survival Guide: Thriving as aNonprofit Leader. San Francisco, CA: Jossey-Bass, Inc., 2002.
This guidprovides new insight, inspiration, and tools to meet the real life challenges and rewards of leading a nonprofit organization. This vital resource will give you the help you need to develop and strengthen personal, interpersonal and organizational effectiveness. It is filled with practical advice for succeeding in the position and offers a reader-friendly question and answer format.

Coltoff, Philip, At The Crossroads, Hoboken, New Jersey, John Wiley & Sons, 2010.              An indispensable guide to the complex art of nonprofit leadership and management.Reflects       new changes in board structure, statutory requirements, functional relationships, succession, and transitional relationships.Looks at Coltoff’s days at the helm of one of the oldest and most well-known institutions in the United States and unparalleled insight and wisdom from a true nonprofit leader and pioneer.

Cooper, Terry L. The Responsible Administrator: An Approach to Ethics for the AdministrativeRole, 5th Edition. San Francisco, CA: Jossey-Bass, Inc., 2006.                       This book includes information on coping with new demands for accountability, as well as new cases and examples, an examination of current issues relevant to administrative ethics, and supplementary materials for professors.

Crosby, Barbara C. and John M. Bryson. Leadership for the Common Good: Tackling PublicProblems in a Shared-Power World, 2nd Edition. San Francisco, CA: Jossey-Bass, Inc., 2005.
This completely revised and updated edition expands on a proven leadership model and offer new insights and guidance to leaders.

Dym, Barry Michael and Harry Hutson. Leadership in Nonprofit Organizations: Lessons From theThird Sector. Thousand Oaks, CA: Sage Publications, 2005.
Leadership in Nonprofit Organizations is about exemplary leadership as found in both corporate and nonprofit organizations. Taking a fresh approach to the study of leadership, the authors perform research in nonprofits both to understand and appreciate their complexities and to reach conclusions about the nature of leadership in any context, including for-profit and governmental entities.

Gale, Robert L. Leadership Roles in Nonprofit Governance. Washington, DC: BoardSource, 2003.
Find clarification on the roles of the chief executive and the board chair and suggestions for strengthening this partnership as you discover how this team can work effectively to facilitate board development.

Herman, Robert D. and Associates. The Jossey-Bass Handbook of Nonprofit Leadership and Management, 2nd Edition. San Francisco, CA: Jossey-Bass, Inc., 2004.
The Jossey-Bass Handbook of Nonprofit Leadership and Management offers a comprehensive and in-depth description of the most effective leadership and management practices that can be applied throughout a nonprofit organization. Includes practical advice on board development, strategic planning, lobbying marketing, government contracting, volunteer programs, fund-raising, financial accounting, compensation and benefits programs, and risk management.

Hesselbein, Frances and Marshall Goldsmith. The Leader of the Future 2: Visions, Strategies, and Practices for the New Era. Jossey Bass, 2006.
The Leader of the Future 2 celebrates the wisdom of some of the most recognized thought leaders of our day who share their unique vision of leadership for the future.

Moyers, Richard L. The Nonprofit Chief Executive’s Ten Basic Responsibilities. Washington, D.C.: BoardSource, 2006.
The Nonprofit Chief Executive’s Ten Basic Responsibilities discusses all the chief executive’s responsibilities, including supervising staff, overseeing operations, and supporting the board. The 10 sections acknowledge the breadth and complexity of the chief executive’s role, and can serve as benchmarks and guideposts for those chief executives who want to explore specific aspects of their responsibilities in greater depth.

Schick, Jonathan D., The Nonprofit Secret: Six Principles of Successful Board/CEO Partnerships. P3 Press, 2009.
Nonprofit boards are often riddled with political and functional challenges that creep into the running of the organization, conflicting with operations and inhibiting effectiveness, despite everyone’s devotion to the same set of goals. Jonathan Schick shares the Six Principles that can unlock an organization’s potential and lead to successful board/CEO partnerships.

Siegel, Jack B. A Desktop Guide for Nonprofit Directors, Officers, and Advisors: AvoidingTrouble While Doing Good. San Francisco, CA: Jossey-Bass, Inc., 2006.
Discusses how to keep any nonprofit out of trouble, running smoothly, and accomplishing its mission.

Ott, Steven J. (Ed.). Understanding Nonprofit Organizations: Governance, Leadership, and Management. Boulder, CO: Westview Press, 2001.
This newest edition takes a look at these elements of U.S. nonprofits: governance, legal framework, effective ethical leadership, strategic planning, fund- raising, entrepreneurship and commercialism, managing under government contracts, budgeting, managing volunteers, accountability and evaluation, and international aspects.

Weinstein, Stanley, (Ed.). Transformational Leadership: Vision, Persuasion, and Team Building for the Development Professional: New Direction of Philanthropic Fundraising, No.44.San Francisco, CA: Jossey-Bass, In, 2004.

The information and advice in this book will help fundraisers move beyond the lecture to leadership skills that can dramatically increase their institutions’ contributed income while also building enduring, values-based relationships that achieve significant aspirations and enhance people’s lives.

Strategic Planning

Allison, Michael and Jude Kaye. Strategic Planning for Nonprofit Organizations. A PracticalGuide and Workbook, Second Edition. Hoboken, NJ: John Wiley & Sons, 2004.
Packed with real-world insights, planning tips, common misperceptions, pitfalls to avoid, and other useful pointers, this Second Edition and its companion CD-ROM make planning easy for nonprofit managers by providing a six-step approach to strategic planning, field-tested worksheets, and a real-life case study that takes readers through the entire process of successfully creating and implementing a strategic plan.

Barry, Bryan W. Strategic Planning Workbook for Nonprofit Organizations. St. Paul, MN: Amherst H. Wilder Foundation. (Revised and updated), 1997.
A step-by-step guide to strategic planning. Section I of the workbook defines strategic planning and provides a framework for the five planning stages. Section II describes the five steps in developing a plan for your organization. Includes examples and tips to assist the process. The last portion of the book contains blank worksheets for actual planning use.

Brest, Paul and Hal Harvey, Money Well Spent. A Strategic Plan for Smart Philanthropy.New York, NY. Bloomberg Press.2008.
“All outstanding philanthropic successes have one thing in common: They started with a smart strategic plan,” say authors Paul Brest, president of the William and Flora Hewlett Foundation, and Hal Harvey, president of ClimateWorks. Money Well Spent explains how to create and implement a strategy that ensures meaningful results.

Bryson, John M., and Farnum K. Alston. Creating and Implementing Your Strategic Plan: A Workbook for Public and Nonprofit Organizations, 2nd Edition. San Francisco, CA: Jossey- Bass, Inc., 2004.
This indispensable workbook includes easy-to-understand worksheets and clear instructions for creating a strategic plan tailored to the needs of the individual organization. From setting up the meeting room to establishing a vision of the future, every step of the strategic planning process is covered.

Bryson, John M. Strategic Planning for Public and Nonprofit Organizations: A Guide to Strengthening and Sustaining Organizational Achievement, 3rd Edition. San Francisco, CA: Jossey-Bass, Inc., 2004.
This new edition features the proven planning process ―Strategy Change Cycle‖, specific tools and techniques to make the process work in any organization, new material on creating public value, stakeholder analysis, strategy mapping, balanced scorecards, collaboration, and more.

Cannon, Christopher, CFRE. An Executive’s Guide to Fundraising Operations. Principles, Tools and Trends. Hoboken, New Jersey. John Wiley & Sons. 2011.
A straightforward guide to the principles of effective fundraising operations, An Executive Guide to Fundraising Operations provides fundraisers with easy-to-understand approaches to evaluate and address fundraising operations needs and opportunities. This  guide simplifies and focuses on the analysis of problems and needs, allowing a quick return to  fundraising.

Joyaux, Simone P.,ACFRE. Strategic Fund Development, 3rd Addition. Hoboken, New Jersey. John Wiley & Sons. 2011.
The book addresses the needs for fundraisers of every level of expertise. Experienced   development officers find this an invaluable reference tool for educating their colleagues and boards. New fundraisers get firm grounding in best practice and what it really takes to do this work. Executive directors learn how fundraising fits into the organization and what it takes to make fundraising productive. Contains in-depth analysis about what makes organizations effective, including things like leadership, organizational culture, decision-making processes, systems thinking, and well-managed change. Offers comprehensive strategic planning insights, with detailed steps, sample research tools, retreat agendas, and complete plans

Lysakowski, Linda. Nonprofit Essentials: The Development Plan (AFP Fund DevelopmentSeries). New York, NY: John Wiley & Sons, Inc., 2007.
Nonprofit Essentials: The Development Plan looks at the various roles of a nonprofits development staff, CEO, board, volunteers, and consultants in creating an integrated development plan with realistic budgets, timelines and areas of responsibility.

McLaughlin, Thomas A. Nonprofit Strategic Positioning: Decide Where to Be, Plan What toDo. San Francisco, CA: Jossey-Bass, Inc., 2006.
The first nonprofit-oriented book to describe strategic positioning as an alternative to traditional strategic planning.

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