Bibliography

Fundraising Resources

Here is a partial list of resources you may find useful. There are many others. A listing here is not an endorsement. Being left out is not condemnation. Please tell Ken Wyman if your favourite is missing.

Please contact the organizations listed for prices and current information. They may charge extra if your payment does not accompany the order.

The Canadian Centre for Philanthropy (CCP)

Suite 200, 1329 Bay Street, Toronto, Ontario M5R 2C4
Tel: (416) 515-0764 / Fax: (416) 515-0773

CCP covers all aspects of organizational management as well as fundraising. Their extensive reference library is open to the public from 10:00 am to 4:00 pm, Tuesday to Friday (with over 1,500 volumes in Toronto, smaller libraries at satellites in Winnipeg and Edmonton). Annual conference/seminar in late fall. Special seminars on a variety of topics. Monthly newsletter. Offers computerized foundation searches. Membership fees and charges apply to services.

CCP's published materials include:

Planning Successful Fundraising Programs by Ken Wyman. How and when to plan, who to involve, how to find time. Includes `homework' exercises and checklists that you can use to improve your planning process now.

Establishing a Planned Giving Program: What You Need to Know to Get Started by Aubrey Barfoot. The first Canadian beginners' guide. Explains different methods, where to find donors. (Currently out of print.)

Development and Direction for Boards of Directors by John E Tropman. Learn a revolutionary and effective method for running board meetings that results in high-quality decision-making. Exercises to evaluate your board and its operations.

CCP also publishes The Canadian Directory to Foundations, which gives details of available funding, cross-indexed by subject, geography, and individual names. The Directory outlines the criteria and interests of every Canadian foundation and many American foundations that give to Canadian charities, including the name and address of the contact person.

The Directory shows how much was given, to which charity, and for what purpose. There are excellent articles on how to get foundation grants. Read these before submitting any applications.

The Voluntary Action Program of the Department of Canadian Heritage (VAP)

Ottawa, Ontario K1A 0M5

Tel: (819) 994-2255 / Fax: (819) 953-4131

VAP produces a wide variety of free materials for nonprofit organizations. A number are listed on the following pages. Because of its small budget, quantities are limited to one per organization. Write them for those publications, or an up-to-date list of all publications.

NATIONAL CERTIFICATE PROGRAMS

Distance education, home-study or in-class instruction courses:

Voluntary and Nonprofit Sector Management:

University of Victoria
Simon Fraser University
Mount Royal College
Grant MacEwan College
University of Manitoba
Laurentian University
Guelph University
McMaster University
University of Western Ontario
York University
Ryerson Polytechnic University
University of Ottawa
Université du Québec à Montréal
University of New Brunswick
Dalhousie University

Fundraising Management:

Vancouver Community College
Okanagan College
Grant MacEwan Community College
Ryerson Polytechnic University
Algonquin College of Applied Arts and Technology
Laurentian University
Cambrian College
Cabot Institute of Applied Arts and Technology

Fundraising Management Certificate Course:

Evening courses in downtown Toronto. Co-sponsored by the Canadian Centre for Philanthropy.

Other courses:

Check with colleges, universities, the United Way and other public groups.

STARTING AND RUNNING A NONPROFIT ORGANIZATION

“A news journal for people in community service organizations” published 22 times per year. Among articles and job ads, it reports grants given by foundations and government (mainly Ontario). Lists interesting new publications.

Fighting for Hope: Organizing to Realize Our Dreams

by JN Kuyek

Black Rose Books
3981 Boulevard St-Laurent
Montreal, Quebec H2W 1Y5
(514) 844-4076
Practical ideas on community organizing, forming groups, holding meetings, planning, funding, and community economic development.

The F-Word: a New Look at Fundraising for Women's Groups
by Judy Liefschultz of the Greater Victoria Women's Shelter Society
Voluntary Action Program
Things learned and unlearned during eight months of work with women's service workers and volunteer board members. Free

Forming and Managing a Nonprofit Organization in Canada
by Flora MacLeod
Self-Counsel Press
2nd edition, 1991
1481 Charlotte Road
North Vancouver, British Columbia V7J 1H1
(604) 986-3366
Isbn 0-88908-962-0

Canadian Glossary of Fundraising Terms
by John M Bouza, Cfre and Doris M Smith
John Bouza & Associates
Suite 202, 16 Beechwood Avenue
Ottawa, Ontario K1L 8L9
Tel: (613) 744-7711
Free: 1-800-387-4020
Fax: (613) 749-9449
More than 400 fundraising terms defined and cross-referenced. Clear and concise. $9.95 + $2.00 shipping.

Fundraising for Nonprofit Groups
by Joyce Young
Self-Counsel Press
1481 Charlotte Road
North Vancouver, British Columbia V7J 1H1
(604) 986-3366
Written for grassroots organizations. Must reading. Short, easy to digest.

Fundraising For Stability: Strategies for Community Fundraising
by Robert Doyle and Catharine de Leeuw
Social Planning Council of Metropolitan Toronto
Suite 1000, 950 Yonge Street
Toronto, Ontario M4W 2J4
(416) 961-9831
Good book on general fundraising. Understands the community perspective. Includes principles, planning, sources of support, preparing a proposal, innovations.

Fundraising with Life Insurance
by Michael Mears
Voluntary Action Program
The case for life insurance as a largely untapped resource and a potentially valuable component of a diversified funding base. Free.

Money, Money, Money — How to Get It!
by T Ouellette
Alberta Council On Aging
Suite 501, 10506 Jasper Avenue
Edmonton, Alberta T5J 2W9
How to incorporate and register as a charity, market your project, write proposals for government and foundations, plan special events and more.

Recruiting Volunteers for Difficult or Long-Term Assignments
by Steve McCurley
Johnstone Training & Consultation
1310 Upper Dwyer Hill Road
RR 2, Carp, Ontario K0A 1L0
(613) 256-5516
How do you recruit volunteers for jobs that require a long or deep commitment? McCurley discusses redesigning the job, expanding recruiting efforts, team volunteering, apprenticeships and volunteers' need for psychological growth.

Resources for Community Groups
Ontario Government Book Store
880 Bay Street
Toronto, Ontario M7A 1N8
(416) 965-6015
1-800-268-7540
Useful ideas from the Ministry of Citizenship and Culture. Valuable anywhere.

Shared Office Facilities: a Co-operative Model for Small Groups
by Douglas McKercher
Voluntary Action Program
Free.

Volunteering: a Traditional Canadian Value
by Janet Lautenschlager
Voluntary Action Program
A short history of volunteerism in Canada that shows what can be accomplished through the active involvement of ordinary citizens. Free.

FEDERAL REGULATIONS

Canadian Taxation of Charities and Donations
by Arthur BC Drache, QC
Carswell Publishers
2075 Kennedy Road
Scarborough, Ontario M1T 3V4
(416) 609-3800
Expensive, but your lawyer and accountant should review it on any difficult matters. Updated as new regulations are released.

Revenue Canada
Charity Law Hot Line 1-800-267-2384
Official answers for charities, nonprofits and donors on their regulations. You can call anonymously. Free.

The Law and Volunteers
by Mary T Satterfield
and Karla K Gower
Johnstone Training & Consultation
1310 Upper Dwyer Hill Road
RR 2, Carp, Ontario K0A 1L0
613 256-5516
This guide conveys the relationship between the engagement of volunteers in the delivery of service, the standard of services expected from them, and the consequences which flow from failure to meet the community standard.

STATISTICS

Donations to Registered Charities:
Revenue Canada Taxation Data for 1986 and 1987
Voluntary Action Program
Available in limited quantities. Newer studies unlikely to be available because of cost controls. Free.

Canada's Charitable Economy: Its Role and Contribution
by Larry W Smith
Department of Economics, University of Waterloo
published by:
The Canadian Foundation for Economic Education
Suite 501
2 Saint Clair Avenue West
Toronto, Ontario M4V 1L5
Tel: (416) 968-2236
Fax: (416) 968-0488
Comprehensive analysis of donors, donations, volunteers, charitable organizations, etc. $14.50 including taxes and handling.

Canada West Fact Finder
The Canada West Foundation
Suite 810
400 Third Avenue SW
Calgary, Alberta T2P 4H2
Tel: (403) 264-9535
Fax: (403) 269-4776
Statistics on all areas of population, services, business and industry. Useful section on government income and expenditures by province. $8.50 per copy. Also on-line with computer access to data. Call for details.

Metro Wards at a Glance
Metropolitan Toronto
Research and Special Studies Division
Station 1226
Metro Hall, 22nd Floor
55 John Street
Toronto, Ontario M5V 3C6
(416) 392-8766
Profiles of Metropolitan Toronto wards: population, labour force and employment, housing and households, and the top ten employers in each ward. All are free. Many communities offer similar services.

GOVERNMENT SOURCES: WHERE TO GET MONEY

Easy Money: Your Guide to Government Giveaways
by Hawley Black
Macmillan Canada, 1989
164 Commander Boulevard
Agincourt, Ontario M1S 3C7
(416) 293-8141
Isbn 0-7715-9971-4

Handbook of Grants and Subsidies:
Government Aid to Nonprofit Organizations
(updated looseleaf service)
Canadian Research and Publications Centre (CRPC)
33 Racine Street
Farnham, Quebec J2N 3A3
Tel: 1-800-363-1400

Health Promotion
Health and Welfare Canada
Jeanne Mance Building
Tunney's Pasture
Ottawa, Ontario K1A 1B4
(613) 954-8842
Updates on the Department's funding and other news. Ask for Project Abstracts, which lists where the money goes.

MARKETING & PROMOTION

Be a Local Hero: a Guide to Volunteering in Toronto
by Darby McNab
Whitecap Books
602 Richmond Street West
Toronto, Ontario M5V 1Y9
Tel: (416) 777-0929
Fax: (416) 777-0928
List of organizations by area of interest, with a variety of time requirements, and cross-referenced to skills and age group. If this first edition is successful, updates and other cities will be considered. $6.95 (plus $1.50 shipping and GST).

Getting Publicity:
a Do-It-Yourself Guide for Small Business and Nonprofit Groups
by Tana Fletcher
Self-Counsel Press, 1990
1481 Charlotte Road
North Vancouver, British Columbia V7J 1H1
(604) 986-3366
Isbn 0-88908-890-X

Health Promotion Calendar
Ms Eva Dzilums, Publications
Ontario Hospital Association
150 Ferrand Drive
Don Mills, Ontario M3C 1H6
(416) 429-2661
Annual lists of events and health charity `days', `weeks' and `months' from September 1 to August 31.
List your health-related event free. Submissions should include:

• full name, title, address and phone number for organization and contact person,
• brief details of cause, purpose, theme and/or event(s) — approximately 20 to 30 words total, and
• timeframe: date, day, week, month, etc.

Cost: $11.50

News Canada/L'Edition Nouvelles
111 Peter Street Suite #810
Toronto, Ontario M5V 2H1
Tel: (416) 599-9900
Fax: (416) 599-9700
Web: www.newscanada.com
Need help reaching the media? This commercial service rents up-to-date media lists for newspapers, radio, TV, magazines, and weeklies in 256 Canadian regions, or by 230 subject topics. They also distribute media information at relatively low costs.

Promoting Volunteerism
by Janet Lautenschlager
Voluntary Action Program
Strategies and approaches to promoting volunteerism. Includes list of reference tools on public relations, publicity, media relations, and public education and how to buy or borrow them.
Free.

Publicity! How you can publicize volunteerism
and National Volunteer Week in your community
by Janet Lautenschlager
Voluntary Action Program
Free.

Marketing Minds International Inc (MMI)
1560 Somergrove Crescent
Pickering, Ontario L1X 2J4
(905) 686-5427
`Hands-on' strategic marketing program developed specifically for sport, recreation and community services. Packages and group discounts are available.

Sources: The Directory of Contacts for Editors, Reporters and Researchers
Suite 402
9 Saint Nicholas Street
Toronto, Ontario M4Y 1W5
(416) 964-7799
Sent free to journalists semi-annually. You pay to be listed. Vital if you want writers to contact you when they are working on news or feature stories that involve you.

ASSOCIATIONS AND REGIONAL OR LOCAL INTERESTS

Canadian Association of Gift Planners
PO Box 1091, Station F
Toronto, Ontario M4Y 2T7
Canada's first professional body dedicated solely to the development and growth of gift planning. Their work may be too complex for most grassroots groups, but the members can help you think through wills, bequests, life insurance and other sorts of planned giving.

Atlantic Canada

Canadian Society of Fundraising Executives
PO Box 3064 South
Halifax, Nova Scotia B3J 3G6
Membership Group. Chapters in several cities, especially in the Maritimes. Excellent newsletter. Seminars and monthly lunches.

Ottawa

Ottawa Fundraising Executives
c/o Josephine Uguccioni
York Mailings
Suite 309, 1228 Old Innes Road
Ottawa, Ontario K1B 3V3
(613) 745-2171
A group of professionals whose main function is fundraising. The primary purpose is professional development and networking opportunities for individuals.

Ottawa Fundraisers' Network
c/o Mr Mahonri Young
418 Rideau Street
Ottawa, Ontario K1N 5Z1
(613) 789-5714
The Network brings together fundraisers in the national capital area to exchange ideas and experiences for mutual benefit. Participates in courses at Algonquin College.
Toronto

National Society of Fundraising Executives
Bill Hallett, President
YMCA of Metropolitan Toronto
15 Breadalbane Street
Toronto, Ontario M4Y 2V5
(416) 324-4123
Membership group. Monthly lunches in Toronto. Good newsletter. Affiliated with major US group which publishes a journal, holds major conference.

Funding for Nonprofit Community Based Services:
How and Where to Get It
Municipality of Metro Toronto
Community Services Department
Policy and Planning Division
11th Floor, 55 John Street
Toronto, Ontario M5V 3C6
(416) 392-5223
Includes federal, provincial, municipal grants, foundations and more.

Toronto Events Planner
99 Kimbark Blvd
Toronto, Ontario M5N 2Y3
Tel: (416) 782-3322
Fax: (416) 787-9299
Will list free up to five events per organization per issue in their calendar. Also contains event ideas and lists of venues and corporate sponsors. A good way to keep track of what everyone else is doing and avoid conflicts. Not-for-profits may subscribe for $25 per year (versus regular price of $55).

Ontario

Kwic Index to Your Ontario Government Services
Ontario Government Bookstore
880 Bay Street
Toronto, Ontario M7A 1N8
(416) 965-6015 or 1-800-268-7540
One route to Ontario grants. Frustrating — but nothing better available.

Ontario Prevention Clearing House
Suite 603, 984 Bay Street
Toronto, Ontario M5S 2A5
(416) 928-1838
Free newsletter and Funding Strategies Resource Package, which lists grant sources as well as recommended techniques. Other publications, too. Mostly for health organizations.

Alberta

Resource Centre for Voluntary Organizations
Room 318, 7th Street Plaza Campus
Grant MacEwan Community College
10030, 107th Street
Edmonton, Alberta T5J 3E4
Tel: (403) 441-4623
Fax: (403) 441-4663
Free, self-help resource library, including demo disks of computer fundraising programs. Also provides educational material, free speakers, newsletter, audio visual materials, referrals, free boardroom for meetings. Focus is on fundraising, marketing, volunteer and organizational management, board development

British Columbia

British Columbia Association of Fundraising Professionals
Suite 708, 1155 West Pender Street
Vancouver, British Columbia V6E 2P4
(604) 682-7447
Membership group active in Vancouver and Victoria. Holds fundraising discussions.

Association of Vancouver Island Fundraisers (Avifr)
PO Box 45004
Mayfair PO
Victoria, British Columbia V8Z 7G9