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Clearinghouse of Professional Information
Funding Development
This section includes general links and resources of interest to libraries embarking on a Fundraising program.
SOLS services in this area are described on Information, Advice and
Specialized Assistance page. Resources on Fundraising include an Frequently
Asked Questions section, and a Fundraising Training Kit. Consulting to library boards
and staff on funding development for libraries and other fundraising matters is assigned to Rob Lavery, who is available for advice by
telephone or in person and can also be reached by email at
OLS – North provides the services of a Revenue
Development Assistant to direct libraries to potential funding sources and to provide assistance by phone or e-mail. For more
information contact Marjatta Asu by phone 800-461-6348 ext. 212 or by-e-mail at masu@olsn.ca
Topics include
Cited websites deal with many specific aspects of fundraising. References also include original material prepared by Rob Lavery, SOLS consultant responsible for
Funding Development, other relevant SOLS publications, as well as a selection of useful links to outside sources.
General Resources
| Board Issues
| Capital Campaigns
| Charitable Status
| Corporate Partnerships
| Direct Mail
| E-Fundraising
| Ethics and Legislation
| Foundations
| Friends of the Library
| Grant Programs
|Grants Research and Proposal Writing
| Major Gifts
| Marketing and Public Relations
| Planned Giving
| Policies |
Publications
| Special Events
| Volunteer Management
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indicates an item written by SOLS staff |
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indicates an item written by OLS-North staff |
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Clicking on certain topics will open a new window, if the link is to a
topic included in an other Clearinghouse page |
- A Fundraising Resource Kit For Developing a Fundraising Plan. The Neil Squire Foundation (July 2003) (.pdf)
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American Library Association’s Frontline Fundraising Toolkit
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Annual Fund Development Assessment (.pdf)
- Building Philanthropy: fundraising programs any library can do that will
create donors. (.ppt) Presented by Rob Lavery CFRE, Resource Development
Consultant, SOLS at the OLA Superconference 2006 (session 1017)
- Charity Central – your guide to charity law
- Charity Village
 "Canada's
super site for the non-profit sector" A portal site.
List of Canadian
Grant-giving Foundations
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Donor's Bill of Rights
Charity Village.com - Canada's super site for the non-profit sector.
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Fundraising for Your Organization. Ontario Ministry of Agriculture
- Fundraising Ideas That Work for Grassroots Groups
(Ken Wyman and Associates Inc.) A (.pdf) version of a publication first distributed by Voluntary Action. This is an updated, expanded and
largely revised version of A Guidebook to Fundraising for Disabled Persons' Groups, published in 1988, by the Disabled Persons' Participation Program,
Department of the Secretary of State of Canada.
- Fundraising Kit SOLS, 1994
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Fundraising Program Activity Survey for Fiscal Year 2006 (.pdf)
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Fundraising Toolkit from
Ontario Disaster Relief Assistance Program
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Hiriing a Development Director
- Imagine Canada
The Canadian Centre for Philanthropy (CCP) and the Coalition of National
Voluntary Organizations (NVO)
- In-Kind Canada
A centralized national program in Canada to facilitate and simplify "in kind donations" transactions on behalf of both donors and
charities. Site where you need to register before you can access some of their information.
- Index of Topics in the Free Management Library complete, highly integrated library of resources for
non-profit and for profit businesses
- "Is fundraising the answer?"
(SOLS. Trustee Tips, Issue No.11, April 1996)
- The Learning Institute for Nonprofit Organizations.
(Nonprofit Management Education Center). this American site is the main index of nonprofit websites from Excellence in
Nonprofit Leadership and Management. It lists on-line and print resources in a number of subject areas related to organization development and fundraising.
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Positioning your library for funding success. (.ppt) Ann Andrusyszyn, Development Officer,
Barrie Public Library. Rob Lavery CFRE, Resource Development Consultant, Southern Ontario Library Service. Presented at the OLA Superconference 2005.
- Should you have a fundraising campaign when you don't need more money?
by Ken Wyman CFRE,
in SIGNAL, Summer 1997
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Survival Guide to E-Fundraising (.pdf)
This section includes resources that will be of particular interest to Library Board members (trustees) and library
staff who will want to convince their Board of the merits of a fundraising initiative. We also refer you to SOLS' own publication for library trustees. For genera
information on Board Development and other general governance topics see: Board Development Resources
- Are You Ready for a Capital Campaign? Part I and Part II (Zimmerman Lehman)
- Campaign Success or Failure: A Function of the Number of Calls Made, by: David G. Phillips (Custom Development
Solutions)
- Capital Campaigns by Rob Lavery in
SIGNAL, Fall 2000
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Capital Campaigns: The online capital campaign resource
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Capital Campaigns for Small Shops (.pdf), by Mo Davies
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Explore the World of Capital Campaigns. Capital Quest, Fundraising Consultants
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FAQ
Series: Capital Fundraising Campaigns and Planning Studies
- The
Five Dirty Secrets of Capital Campaigns (.pdf), by Steve Manzi
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Planning a Capital Campaign for Grassroots Groups, by Kim Klein. (The Grantsmanship
Centre) This article is reprinted with permission from the Grassroots Fundraising Journal, Volume 20, Number 4, © 2001, Chardon Press. This article will
assist smaller libraries in planning their capital campaign.
- Applying
for Charitable Status (Charity Village) Adam Aptowitzer, a lawyer with the
Ottawa-based law firm Drache LLP, explains what organizations must do before
they apply, how to avoid common mistakes on your application, and what happens
if your request is rejected.
- Charitable Status (Charity Village)
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Do we need Charitable Status?
Submitted by Rob Lavery, SOLS Resource Development
Consultant. In Signal Sept 2008.
Direct Mail Campaigns
- The CopyRater
(.pdf) Use this tool to rate
the major factors governing response to a letter.
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Direct-Mail Fundraising: Testing the Trends .pdf) The Grantsmanship Center
- Direct Mail Fundraising Primer - MWS Mal Warwick is the guru of direct mail solicitation. His home website has many
other articles to offer beyond direct mail, and an opportunity to join his e-mail group for updates on his latest writing.
- FAQ
Series: Mail Programs
- Fundraising Using a Direct Mail Campaign: Smiths Falls Public Library.
Interview with CEO Karen Schecter,
in SIGNAL Spring 1998
- The Mail Campaign by Rob Lavery, in
SIGNAL, Winter 2001
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Oakville Public Library's Direct Mail Success
in SIGNAL, Spring 2001
- Please Mr. Postman: starting a direct mail program for your library.
(.ppt) Presented by Ann Andrusyszn, Development Officer, Barrie Public Library and Rob Lavery CFRE, Resource Development Consultant, SOLS, at OLA Superconference 2006
(session 1709)
- Success Story - London Public Library’s Lasting Treasure Appeal
in SIGNAL, Spring 1999
- Windsor Public Library's Gift and Memorial Fund Honours and Remembers Loved Ones,
in SIGNAL, Summer 1998
Ethics and Legislation
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Ontario government programs
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In this section there are links to resources for researching grant
opportunities and resources to assist in writing effective proposals.
Also, there are links to various government bodies and organizations that make
grants available to public libraries. SOLS staff have also compiled a
Youth Employment Grants
opportunities list.
This section is organized into
Grant Research |
Proposal Writing |
Granting Programs for Libraries:
Federal |
Ontario |
Other Sources |
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- Building A Strong Solicitation Team by Greg Bowden (Custom Development Solutions). There
are a few possible dispositions for a solicitation team, depending mainly on the resources available to the organization. Deciding who should go on a solicitation
can be one of the most critical choices an organization makes.
- Face to Face How to Get BIGGER Donations from Very Generous People. by Ken Wyman,
October 1993. (Canadian Heritage)
- FAQ
Series: Major Gifts
Programs
- "The Heart of Any Successful Fundraising Effort", Forging Futures for Non-Profits,
Zimmerman-Lehman
- "How do we ask for a major gift?" Alliance for Non-Profit
Management FAQ. Select "Fundraising"
- Major Donor Campaigns: The Key To Successful Fundraising This article is adapted from Zimmerman Lehman's
book Major Donors: The Key to Successful Fundraising.
Who they are, where they are, and attitudes of the rich, but not so famous.
Poll by Ipsos-Reid on the attitudes of Canada's millionaires. Excellent research tool for any library getting into a major donor solicitation
- Who Asks Whom, and For How Much? By: David G. Phillips (Custom Development Solutions).
In the beginning of any campaign, there are many important decisions to make,
but none is more important than who is asked first, and for how much money.
- Why People Say No by Greg Bowden (Custom Development Solutions). If a non-profit organization hopes to
execute a successful fundraising effort, they must first identify some of the missteps that can lead prospective donors to say “no.”
- Woodstock's Stock Story -
Ted Town, Fundraising Officer at Woodstock PL, discusses how the library dealt
with a donation of stocks
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Booklist
(.pdf) - In collaboration with Barrie and Cobourg Public Libraries, SOLS has
developed a resource list of print publications libraries can use as a guide in
purchasing texts for their collections to support community fundraising, board
development in nonprofits, and volunteer program management. Texts have been
identified as Canadian by author or co-author, and also marked as required
reading for the examination to become a Certified
Fund Raising Executive by the Association
of Fundraising Professionals.
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(Imagine Canada)