Cross-border donors often face daunting challenges. Complex US and international regulatory frameworks apply to cross-border giving, and a lack of understanding of these rules and regulations can result in excessive exposure of donors to risks impacting both their bank accounts and their reputation. In this age of increased prevalence of money laundering, terrorist financing, and an ongoing global trend of tightening regulation of the nonprofit sector, compliance in cross-border grantmaking has never been more difficult nor more important to achieve.
Even with the noblest of intentions and goals, if donors do not ensure that their funding is going to well vetted, trustworthy recipients they could be doing more harm than good. As you will learn from the authors in this book, many issues must be addressed when US donors, be they foundations, individuals, corporations, or anyone else involved in philanthropy, choose to make cross-border donations. These span a wide range of regulatory compliance issues, such as adhering to laws blocking the use of charitable funds to finance organized crime and terrorism, preventing the cooptation of the grantmaking process for fraud or personal gain, and ensuring full compliance with applicable laws in the foreign countries that host grant beneficiaries.
This is the workbook edition. It is identical to the original hardcover version, but in a paperback, 8.5" x 11" version with plenty of room for writing notes.
Contents
Introduction Understanding the 3Rs of Successful Cross-Border Giving, Ted Hart
Chapter One The Thriving Ecosystem of International Philanthropy, Adam Pickering
Chapter Two Unite and Conquer! Giving in the Context of the Sustainable Development Goals, Heather Grady
Chapter Three Ethics in International Grantmaking, Patricia Rosenfield
Chapter Four Mechanisms for International Grantmaking, Beth Kingsley
Chapter Five Tools for Direct International Grantmaking: Expenditure Responsibility, John Bennett and David Shevlin
Chapter Six Tools for Direct International Grantmaking: Equivalency Determination, David Shevlin and John Bennett
Chapter Seven Vetting International Charities, Jessie Krafft
Chapter Eight US Financial Transaction Laws and Their Impact on International Grantmaking, Kay Guinane and Nancy Herzog
Chapter Nine Responsible Giving: The International Grantmakers' Perspective, Jane Peebles
Chapter Ten Monitoring and Impact Measurement, David Pritchard
Chapter Eleven Preparing for an Audit, Victoria Bjorklund
Chapter Twelve--Part One Donor Perspectives--High Net Worth Individuals and Families, Susan Winer and Betsy Brill
Chapter Twelve--Part Two Donor Perspectives--Corporations as Donors, Deirdre White and Amanda McArthur
Appendix A International Organizations Designated by Executive Order
Appendix B Sample Affidavit for Equivalency Determination
Appendix C Sample Grant Agreement
Appendix D Sample Grantee Report Form
Appendix E Timeline of Post 9/11 Anti-Terrorist Financing Laws and Evolution of Voluntary Guidelines
Appendix F Anti-Terrorist Financing Legislation and Guidelines

Cross-Border Giving: A Legal and Practical Guide

Business & Money

Charitychannel LLC

Let’s face it. Today’s nonprofit fundraising environment is just plain tough. Development efforts that worked for decades no longer bring the same results. Nonprofits can no longer count entirely on government funding, available grants, and individual solicitations. Different and more creative solutions are a must. The Nonprofit Guide to Social Enterprise is an essential guide to starting a social enterprise within your nonprofit organization. The step-by-step process in this comprehensive manual offers a tested approach to launching a successful nonprofit social enterprise that builds your organization’s capacity and reduces reliance on traditional but dwindling funding sources. This manual, part of the popular CharityChannel Press In the Trenches series, has examples, worksheets, guidelines, and a business plan template and process that take you through the entire journey of what must be done to launch a successful social enterprise that works to build sustainability for your mission and market. The authors you how to reduce your nonprofit's dependence on traditional funding and outlines processes for building unrestricted income sources that allow your organization to expand services, develop new programs, provide better wages and benefits for staff, and build organizational capacity. Learn how to: <ul>
<li>Create sustainability.</li> <li>Develop a sound business plan.</li> <li>Discover an enterprise venture that aligns with your mission.</li> <li>Reduce your dependence on charitable donations.</li> <li>Execute a strategic process that builds sustainability.</li> </ul>
The Nonprofit Guide to Social Enterprise will help you develop a clear vision and results-driven plan. Chapter One Social Enterprise: Changing the World for the Common Good Chapter Two Paradigm Shifts: The Business of Doing Good Chapter Three Vetting the Social Enterprise Model Chapter Four Organizational Goals, Focus, and Desired Outcomes Chapter Five Examining Your Assets and Opportunities: What You Do, What You Have, What You Know Chapter Six Testing the Waters Chapter Seven Developing Your Sales Plan Chapter Eight Understanding Pricing, Financing, and Costs Chapter Nine Developing Your Business Plan Chapter Ten Sustainability: The End Goal Appendix A Business Plan Example Appendix B Resources Read this manual, follow the process, and join the ranks of forward-looking successful nonprofits that have changed their business model from reliance on others to sustainable self-reliance.

The Nonprofit Guide to Social Enterprise: Show Me The (Unrestricted) Money!

Block, Jean

McCuistion, Niki Nicastro

Marketing & Sales

At the core of national efforts to improve the quality of healthcare is a shift to value-based care, a drastic transition from the long-standing focus on volume-based healthcare. This market shift toward values-based health care, inspired by Harvard economist Michael Porter, is considered revolutionary. The now outdated fee-for-service model had incentives to "do" more. Order more tests. See more patients. Do more procedures. Make more money.Modern, value-based healthcare is about doing better, not just more. It's about getting good-quality patient outcomes while using fewer healthcare resources; focusing on the continuum of care for patients rather than episodes of care; encompassing qualities of compassion, empathy, and responsiveness to the needs, values, and expressed preferences of the individual patient; employing evidence-based medicine and proven treatments and techniques; viewing the patient as a unique person, rather than focusing strictly on the illness; recognizing that family and friends are essential supports for the patient's healing process; and being transparent, upfront, and honest with information so patients can make informed decisions with us.Healthcare philanthropy is also in a state of transition. Like healthcare professionals, hospital fundraisers are also being asked to challenge assumptions and look for ways to do better instead of just doing more.Fundraising for Hospitals: Value-Based Healthcare Philanthropy,  by William J. Mountcastle, draws parallels between the fundamental changes in patient care and in healthcare fundraising. Just like "value-based care" focuses on value, not volume, Mountcastle sees "value-based healthcare philanthropy" as focusing on people, not money.Mountcastle points out that the medical community is coming up with strong incentives to encourage doctors to spend more time with their patients, more time educating their patients, and more time listening to their patients and soliciting input when considering various testing and treatment options. He urges hospital fundraising teams to come up with strong incentives to spend more time listening and building relationships with philanthropic investors, learning about philanthropic investor needs and preferences, and building strong personal connections based on trust, responsiveness, and mutual benefit.Mountcastle has developed a methodology to help hospital fundraising teams succeed with value-based healthcare philanthropy based on these five key drivers of value-based philanthropy:   Demonstrating your value to clearly show impact Maximizing the value of your core programs Measuring your value to ensure high performance and effectiveness Investing in value to build an amazing organization Sustaining value to make a profound difference in the health of your community  Contents Chapter One: Demonstrating Your Hospital's Value to Clearly Show Impact Chapter Two: Maximizing the Value of Your Fundamental Fundraising Programs Chapter Three: Measuring the Value of Your Fundraising to Ensure High Performance & Effectiveness Chapter Four: Investing in Value to Build an Amazing Organization Chapter Five: Sustaining Value to Make a Profound Difference in the Health of Your Community Chapter Six: Concluding Thoughts

Fundraising for Hospitals: Value-Based Healthcare Philanthropy

Mountcastle, William J.

Personalized philanthropy is a radical new approach to what we traditionally called planned giving. After decades of "it's all-about-our-organization fundraising," charities thought it wise to take into account what donors might need from the gift transaction. For a long time, this meant little more than applying planned giving techniques, many of which provide payments or an income to the donor in exchange for giving up an asset. More recently, and a bit more expansively, the question has grown to include what donors need, not only from a financial perspective, but from a mission perspective-the donor's mission, not just the charity's. But while that's the better idea, until now it's been pretty much only an idea. The words donor-focused philanthropy sound nice, but there hasn't been much to concretely define them or put them to some strategic use. Steven Meyers has finally broken through the linguistic and strategic logjam to make sense of connecting donor and charities in a way that will, and already does at some organizations, change the way money is raised. It's not just a new twist to take into account a roller-coaster economy and it's not just a new gimmick to address what has come to be known as the great generational wealth transfer. Using a metaphor of an imprisoning Matrix-the typical development office with its goals and deadlines-Steve artfully and persuasively works through and explains three concepts: virtual endowments, philanthropic equity gifts, and step-up gifts. Each captures what's wrong with the current fundraising model and provides a basis for improving it. This is not to say that fundraisers today are doing a poor job. Quite the contrary: those who work at charities are doing yeoman's work to make their organizations better as they pursue their missions. But it is also true that development offices can be bureaucratic and, because of inherent limitations, much more could be done. In fact, as donor-focused philanthropy has been a personal cause of mine for many years, I have seen how many organizations limit their ability to raise funds simply because they are not fully engaged with the donor's needs or desires. But to be engaged, fundraisers need to ask a whole different set of questions. Steve guides us through those questions and helps us make meaning of the responses we are likely to get from donors. Doing that, of course, will enhance donors' appreciation for the work charities do and, yes, increase their support. This, Steve calls personalized philanthropy. As he says, "I want to know why all philanthropy is not already personalized philanthropy." You should ask yourself this question as well. In this book Steven covers:  Chapter One The Two Cultures of Fundraising: Preparing to Crash Your Fundraising Matrix Chapter Two Matrix-Killing Apps of Personalized Philanthropy Chapter Three Radically Rethinking Endowment: Powerful Examples in Practice Chapter Four Moving Beyond Conventional Solicitation - New Best Practices for Personalized Philanthropy Chapter Five Counting, Numbers, Value and the Big Picture Chapter Six Being the Change and Making your Own Shift

Personalized Philanthropy: Crash the Fundraising Matrix

Steven L. Meyers

Cross-border donors often face daunting challenges. Complex US and international regulatory frameworks apply to cross-border giving, and a lack of understanding of these rules and regulations can result in excessive exposure of donors to risks impacting both their bank accounts and their reputation. In this age of increased prevalence of money laundering, terrorist financing, and an ongoing global trend of tightening regulation of the nonprofit sector, compliance in cross-border grantmaking has never been more difficult nor more important to achieve.
Even with the noblest of intentions and goals, if donors do not ensure that their funding is going to well vetted, trustworthy recipients they could be doing more harm than good. As you will learn from the authors in this book, many issues must be addressed when US donors, be they foundations, individuals, corporations, or anyone else involved in philanthropy, choose to make cross-border donations. These span a wide range of regulatory compliance issues, such as adhering to laws blocking the use of charitable funds to finance organized crime and terrorism, preventing the cooptation of the grantmaking process for fraud or personal gain, and ensuring full compliance with applicable laws in the foreign countries that host grant beneficiaries.
Contents
Introduction Understanding the 3Rs of Successful Cross-Border Giving, Ted Hart
Chapter One The Thriving Ecosystem of International Philanthropy, Adam Pickering
Chapter Two Unite and Conquer! Giving in the Context of the Sustainable Development Goals, Heather Grady
Chapter Three Ethics in International Grantmaking, Patricia Rosenfield
Chapter Four Mechanisms for International Grantmaking, Beth Kingsley
Chapter Five Tools for Direct International Grantmaking: Expenditure Responsibility, John Bennett and David Shevlin
Chapter Six Tools for Direct International Grantmaking: Equivalency Determination, David Shevlin and John Bennett
Chapter Seven Vetting International Charities, Jessie Krafft
Chapter Eight US Financial Transaction Laws and Their Impact on International Grantmaking, Kay Guinane and Nancy Herzog
Chapter Nine Responsible Giving: The International Grantmakers' Perspective, Jane Peebles
Chapter Ten Monitoring and Impact Measurement, David Pritchard
Chapter Eleven Preparing for an Audit, Victoria Bjorklund
Chapter Twelve--Part One Donor Perspectives--High Net Worth Individuals and Families, Susan Winer and Betsy Brill
Chapter Twelve--Part Two Donor Perspectives--Corporations as Donors, Deirdre White and Amanda McArthur
Appendix A International Organizations Designated by Executive Order
Appendix B Sample Affidavit for Equivalency Determination
Appendix C Sample Grant Agreement
Appendix D Sample Grantee Report Form
Appendix E Timeline of Post 9/11 Anti-Terrorist Financing Laws and Evolution of Voluntary Guidelines
Appendix F Anti-Terrorist Financing Legislation and Guidelines

Personalized philanthropy is a radical new approach to what we traditionally called planned giving. After decades of "it's all-about-our-organization fundraising," charities thought it wise to consider what donors might need from the gift transaction. For a long time, this meant little more than applying planned giving techniques, many of which provide payments or an income to the donor in exchange for giving up an asset. More recently, and a bit more expansively, the question has grown to include what donors need, not only from a financial perspective but from a mission perspective - the donor's mission, not just the charity's. 
But while that's the better idea, it's been pretty much only an idea until now. The words donor-focused philanthropy sound nice, but there hasn't been much to concretely define them or put them to some strategic use. 
Steven Meyers has finally broken through the linguistic and strategic logjam to make sense of connecting donors and charities in a way that changes the way money is raised. It's not just a new twist to take into account a roller-coaster economy, and it's not just a new gimmick to address what has come to be known as the great generational wealth transfer. Using a metaphor of an imprisoning Matrix-the typical development office with its goals and deadlines-Steve artfully and persuasively works through and explains three concepts: virtual endowments, philanthropic equity gifts, and step-up gifts. Each captures what's wrong with the current fundraising model and provides a basis for improving it. 
This is not to say that fundraisers today are doing a poor job. Quite the contrary: those who work at charities are doing yeoman's work to make their organizations better as they pursue their missions. But it is also true that development offices can be bureaucratic and, because of inherent limitations, much more could be done. In fact, as donor-focused philanthropy has been a personal cause of mine for many years, I have seen how many organizations limit their ability to raise funds simply because they are not fully engaged with the donor's needs or desires. But to be engaged, fundraisers need to ask a whole different set of questions. Steve guides us through those questions and helps us make meaning of the responses we are likely to get from donors. Doing that, of course, will enhance donors' appreciation for the work charities do and, yes, increase their support. 
Steve calls this personalized philanthropy. As he says, "I want to know why all philanthropy is not already personalized philanthropy." You should ask yourself this question as well. 
This second edition, like the first, is no ordinary book. It's not just that it, like the first edition, is a full-color edition, enabling us to showcase the illustrations created by the author himself. What makes it extraordinary is what it represents: a movement in the field of philanthropy. 
This second edition adds a dive into the career aspects of the enlightened generalist. He's just made a groundbreaking and influential book even better.

Meyers, Steven L.

The philanthropic landscape is dramatically changing, aided by the ever-fast-growing world of social media. New development officers will have a good grasp of the technology but may lack the techniques and the experience. Seasoned development officers may need to change their way of thinking and the tools used to cope better with the technological advances and the changing demographic profile of today's donor. Whether you are a new or seasoned development officer, you need the practical advice and guidance packed into The New Donor: Gearing Up for the New Wave of Donors by Margaret Guellich, CFRE and Linda Lysakowski, ACFRE. As the authors explain, "new donors" are not necessarily the ones who just came onto your file. Think of them more in terms of how you communicate with them. This book is meant to help you discover who your new donors really are, what they are looking for, and what needs they want to fulfill. Once you learn that, you'll need to know what to say and how to say it to them. Today's donors still want the facts, seek credibility, and listen to your stories. But they want it on their terms, in their language, and right away. And they have different passions. They've grown up in radically different environments. And they respond when their needs are met. What some of the experts say about this book:  Understanding the complex world of major gift fundraising is critical to the success of any development program, and this book provides the reader with tremendous tips and insights into developing a successful major gift program. --Paulette V. Maehara, CFRE, CAE Retired President & CEO, Association of Fundraising Professionals (AFP) This insightful book captures the vital signs of a dramatic shift in the philanthropic marketplace. Successful nonprofits will raise more money following this path toward a more diverse and engaged donor population. --Ted Hart, ACFRE CEO, Charities Aid Foundation of America When two fundraising pros get together to write a book, you have nothing but the best in accuracy, knowledge and advice. The New Donor is an easy read, and you'll find yourself nodding your head in agreement with the concepts and words of wisdom in every chapter. --John Kehoe, President Trinity Direct Table of Contents Chapter One: What Changed? Chapter Two: Who Was Added? Chapter Three: How Can You Appeal to All of Them? Chapter Four: What Smart Donors Want--Can You Deliver It? Chapter Five: Reaching Your Donor's Passion Chapter Six: Communicating with Your New Donor Chapter Seven: How Do You Inform Your Donors? Chapter Eight: What We Say and How We Say It Chapter Nine: How Do You Learn Who Wants What? Chapter Ten: If You've Got the Money, Honey, I've Got the Time Chapter Eleven: Laying the Groundwork for Securing Major Gifts from Your New Donor Chapter Twelve: Who Should Approach the New Donor Chapter Thirteen: What the New Donors Are Saying Chapter Fourteen: Lessons of the Heart Appendix A: Sample Solicitation Letter Appendix B: Sample Email Solicitation Appendix C: Sample Thank-You Letter Appendix D: Benchmarking Tools Appendix E: Sample Contact Form

The New Donor: Gearing Up for the New Wave of Donors

Linda Lysakowski

Margaret Guellich

Here is the full The House Judiciary Committee Report on the Impeachment of Donald J. Trump released December 16, 2019. This volume meticulously avoids adding commentary, but rather gives you the full report, including BOTH the Majority and Minority views, without spin or interpretation. We leave to you, the reader, to draw your own conclusions. Why is CharityChannel, the twenty-five-year-old community of nonprofit-sector professionals, publishing the Trump impeachment report? Two reasons. First, it is important to disseminate this report as widely as possible, because democracy thrives in the light. We believe that this report casts light that an informed American electorate should consider when electing its leaders, particularly its president. Second, many will appreciate the availability of this report in a print book or Kindle format. We had the means to rapidly produce the report in an 8 1/2" x 11" book and believe doing so performs a valuable public service. So, if you want just the report without anything added or subtracted, you've found it.

The Trump Impeachment Report: The House Judiciary Committee Report on the Impeachment of Donald J. Trump

US House of Representatives

Administrative Law

See the best price to sell, buy or rent books by the Charitychannel LLC publisher. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Charitychannel LLC

See the best price to sell, buy or rent books by the Charitychannel LLC publisher. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Cross-Border Giving: A Legal and Practical Guide

The Nonprofit Guide to Social Enterprise: Show Me The (Unrestricted) Money!

Fundraising for Hospitals: Value-Based Healthcare Philanthropy

Personalized Philanthropy: Crash the Fundraising Matrix

Cross-Border Giving: A Legal and Practical Guide

Personalized Philanthropy: Crash the Fundraising Matrix

The New Donor: Gearing Up for the New Wave of Donors

The Trump Impeachment Report: The House Judiciary Committee Report on the Impeachment of Donald J. Trump