INFORMATION ON BUSINESSES

Idpar is a nonprofit organization affiliated with the Conference Board of Canada. It provides objective information and analysis in the area of corporate giving. It is set up to serve corporate donors, not charities. However, it does have a variety of interesting publications for sale. I have quoted liberally from their work throughout.

Idpar recommends that any group launching a corporate donations request send information about themselves to the nearest Idpar office (not to all of them). While Idpar cannot match nonprofit groups with donors, it wants to have background data handy in case the companies ask for verification.

The Council for Business and the Arts in Canada
PO Box 7
Suite 1507
401 Bay Street
Toronto, Ontario M5H 2Y4
Tel: (416) 869-3016 Fax: (416) 869-0435
The CBAC is an organization of businesses whose purpose is to encourage corporate support for the arts through research, seminars, publications, counselling and information services. CBAC offers a long list of excellent publications. They do not give money, but can provide limited help to arts groups that need to connect with corporate supporters.

The Directory of Corporate Giving in Canada
Rainforest Publications Inc
Suite 404, 2010 Barclay Street
Vancouver, British Columbia V6G 1L5
This two-volume set profiles the largest corporations in Canada. There is nothing else like it. Unfortunately, because of the rapidly changing nature of the corporate world, this directory is inevitably incomplete and often inaccurate despite the best efforts of the editors. Double-check names and addresses before using them. Extremely expensive.

Corporate Ethics Monitor
Ethicscan Canada
PO Box 54034
Toronto, Ontario M6A 3B7
Tel: (416) 783-6776
Profiles of companies including their charitable giving. Newsletter published six times yearly. Subscription $297.

Assessment Files
City Hall
Lists all businesses and residences, with name and address of owner (where tax bill is sent). Organized street by street. Anyone can look at them free during working hours, on a walk-in basis. More accurate than the commercial directories, especially for small businesses.

Canadian Key Business Directory
Dun and Bradstreet
365 Bloor Street East
Toronto, Ontario M4W 3L4
Tel: (416) 963-6500
Data on corporations. Rapid corporate mergers and personnel changes mean you must do final double-check on names and addresses by phone.

Canadian Business
Canadian Business 500
CB Media
2nd Floor, 70 The Esplanade
Toronto, Ontario M5E 1R2
Tel: (416) 364-4266
Magazine about Canadian business, with annual listings of the biggest.

Metro Toronto Ward Profiles
11th Floor, East Tower
Toronto City Hall
Toronto, Ontario M5H 2N1
Tel: (416) 392-8766
Gives the ten largest employers in each ward, as well as statistics on employment and economy in the region. Current lists based on 1986 data. New listings were due out in 1992. Will also do custom computer listings of companies, for a fee. Many communities have similar services.

Our Local Economy
4th Floor, 49 Wellington Street East
Toronto, Ontario M5E 1C9
Tel: (416) 361-0466

Social Investment Organization
Suite 443
366 Adelaide Street East
Toronto, Ontario M5A 3X9 Routing Services Ltd
Unit 137, 70 Silver Star Boulevard
Scarborough, Ontario M1V 2W4 Tel: (416) 293-6664
For Toronto only, but similar directories exist in many other cities. Directories of industries and professionals organized geographically in 29 areas throughout greater Toronto. Complete with names, phone and fax numbers.
Tel: (416) 360-6047
For information on Ethical Investment Funds.

Routing Services Ltd
Unit 137, 70 Silver Star Boulevard
Scarborough, Ontario M1V 2W4
Tel: (416) 293-6664
For Toronto only, but similar directories exist in many other cities. Directories of industries and professionals organized geographically in 29 areas throughout greater Toronto. Complete with names, phone and fax numbers.

Scott's Directories
1450 Don Mills Road
Don Mills, Ontario M3B 2X7
(416) 442-2070
Directories of businesses. Volumes on the manufacturing sector for Ontario, Quebec, Western Canada and Atlantic Canada. The Trade Directory covers Metro Toronto only and includes a wider range of businesses, totaling 22,000 listings, organized (1) alphabetically, (2) by street, and (3) by type of product. Listings of the key executives, number of employees, etc.

Canadian Sponsors' Marketing Sourcebook
Roger James Easton Event Publishers
Suite 401, 525 Eleventh Avenue South West
Calgary, Alberta T2R 0C9
Tel: (403) 237-8411 Fax: (403) 234-9229
List of events for corporate sponsors. If you organize an annual cultural or sporting event, they will list it free.

The Sponsorship Report
Suite 504, 555 Richmond West
Toronto, Ontario M5V 3B1
Tel: (416) 360-3894
Newsletter documents who sponsors what in Canada. Directory of sponsorship consultants. Annual conference.

Directory of Sponsorship Marketing
IEG Sponsorship Report
International Events Group
Suite 303, 213 West Institute Place
Chicago, IL 60610-3175
Tel: (312) 944-1727
Directory of major events and who sponsors them. Newsletter. Annual conference. Excellent for research.

Courses on starting a small business
Larry Trunkey
Box 8667, Victoria, British Columbia V8W 3S2
Tel: (604) 384-4096

INFORMATION ON DIRECT MAIL FUNDRAISING

The Canadian Direct Marketing Association
Suite 607, 1 Concorde Gate,
Don Mills, Ontario M3C 3N6
Tel: (416) 391-2362
Over 700 members include business and government. Fundraisers and telemarketers have special groups. Chapters in Montreal, Calgary, Ottawa and Vancouver, and forming elsewhere. Various fees.
Useful information and books (some free) on direct marketing. Seminars and conventions across Canada. Awards for best mailings.
“Mail Preference Service” helps people get their names off mailing lists, and helps direct marketers avoid sending them mail.
Code of Ethics helps keep direct marketing honest. “Operation Integrity” is an intermediary in complaints about direct mail products or fundraising.

Direct Mail Fundraising
Public Management Institute
358 Brannan Street
San Francisco, CA 94107
Tel: (415) 896-1900
One of the finest tools. Full of helpful charts and sheets to check off each stage as you go. A bit American, but worth having. They also publish a variety of other books. Ask for their catalogue.

Direct Marketing
Hoke Communications
224 Seventh Street
Garden City, NY 11530-5771
(516) 746-6700
Covers fundraising and commercial direct marketing. Large-scale, very technical.

Donors & Dollars
Epsilon Data Management
50 Cambridge Street
Burlington, MA 01803
Tel: (617) 273-0250
A free 20-page booklet with very useful charts on the financial side of fundraising. Epsilon has a variety of publications.

Everything You Need to Know to Get Started in Direct Mail Fundraising
Voluntary Action Program
A mini-encyclopedia by Ken Wyman. Available in English or French. Free.
Fundraising Letters
by Jerry Huntsinger
Emerson Publishers
PO Box 15274
Richmond, VA 23227
Tel: (804) 266-2499
A substantial binder full of materials from one of the most experienced direct mail copywriters in the USA.

Huntsinger Workshop on Fundraising Letters
PO Box 15274
Richmond, VA 23227
Monthly news and evaluations of the latest in fundraising letters.
$135 US per year.

response!
The Taft Group
US and Canada:
835 Penobscot Building
Detroit, Michigan 48226
1-800-877-8238
Free.

In Europe:
GRIL
50 Milford Road
PO Box 498
Reading, Berkshire RG1 8QW
United Kingdom
Tel: 011-44-734-538247
Monthly newsletter devoted exclusively to direct mail and telephone fundraisers. Created by Mal Warwick, progressive direct mail expert and author of Revolution in the Mailbox. Canadian content from Contributing Editor Stephen Thomas.
The Taft Group, which is part of Gale Research, provides dozens of useful books. Ask for their free catalogue.

Techniques for Success in Direct Mail Fundraising and Donor Base Development
The National Copy Clinic
Box 127
West Newton, MA 02165
Newsletter from Con Squires, a specialist in writing great letters who has worked for several Canadian nonprofits.

USEFUL INFORMATION FROM THE USA

Achieving Excellence in Fundraising
by Henry A Rosso and Associates
published by Jossey-Bass Inc
350 Sansome Street
San Francisco CA 94104
A detailed guide written under the direction of one of America's most distinguished fundraising professionals. Winner of the 1992 Nsfre Research Prize.

Advancing Philanthropy
Publications Department
National Society of Fundraising Executives (Nsfre)
Suite 700, 1101 King Street
Alexandria, VA 22314-2967
Official journal of the Nsfre. Information, issues and answers on philanthropic development.
Included with Nsfre membership. Non-members: $50/year.

The Art of Fundraising
by Irving R Warner
Harper, 1975
Out of print, worth finding a copy in a library. Classic advice.

Born to Raise
by Jerold Panas
Precept Press,
160 East Illinois Street
Chicago, IL 60611 Tel: (312) 467-0424
Council on Foundations
Suite 300, 1828 L Street NW
Washington, DC
USA 20036
Tel: (202) 466-6512
Newsletter Subscription: $59 per year for 21 issues, 4-6 pages each. Magazine Subscription: $29.50 for 6 issues of about 70 pages.

Corporate Philanthropy Report
Craig Smith
Suite D, 2727 Fairview Avenue East
Seattle, WA 98102
Tel: (206) 329-0422 Fax: (206) 325-1382
Newsletter published 10 times per year. $165 per year for non-profits. Perspectives of what corporate sector gives, how and why.

Foundation Centre
79 Fifth Avenue
New York, NY 10003-3076
Tel: (212) 620-4230 Fax: (212) 807-3677
Publishes a wide variety of books on foundations and related fundraising. Guides to foundations for 30 different fields. Free catalogue.

Fundraising Institute Monthly Portfolio
The Taft Group
835 Penobscot Building
Detroit, Michigan 48226
1-800-877-8238 (US & Canada)
Only 8 to 12 pages a month, but contains succinct how-to directions. Worthwhile. Usually includes special direct mail tips in the FRI Letter Clinic. They also publish many handy manuals. Ask for the catalogue.
Free.

Fundraising Management Magazine
Hoke Communications
224 Seventh Street
Garden City, NY 11530-5771 (516) 746-6700
The `industry' magazine. How-to articles, news, fascinating ads, conference announcements. Mostly for larger US groups, but helps any serious fundraiser.

Give to Live
by Douglas M Lawson, PhD
ALTI Publishing, 1991.
Suite 520, 4180 La Jolla Village Drive
La Jolla, CA 92037
Tel: (619) 452-7703
Fax: (619) 452-6841

Grassroots Fundraising Journal
517 Union Avenue
Knoxville, TN 37902
Tel: (615) 637-6624
Quarterly. Recognizes that small organizations are different. Solid articles introduce techniques worth knowing.

Indiana University
Centre on Philanthropy
Marketing and Communications
Suite 301, 550 West North Street,
Indianapolis, IN 46202-3162
Variety of publications. Write to be added to mailing list.

Independent Sector
1828 L Street NW
Washington, DC
USA 20036
Tel: (202) 223-8100 Fax: (202) 223-0609
A nonprofit coalition of over 800 corporate, foundation and volunteer members created as an information exchange and spokesgroup. Publishes a variety of books, pamphlets. Membership dues based on size of organization [.25% of salaries paid], but no cost to be added to mailing list for publications, catalogues and updates.

The National Fundraiser
Barnes Associates
603 Douglas Boulevard
Roseville, CA 95678-3244
1-800-231-4157
Monthly newsletter of “working tools” with how-to tips. Satisfaction guaranteed or money back.

The Nonprofit Times
190 Tamarack Circle
Skillman, NJ 08558
Tel: (609) 921-1251
Useful tips and general background information in a tabloid newspaper. Trade news, trends, and salary surveys.

Organizing Special Events and Conferences
by Darcy Devney
Pineapple Press, 1989
PO Drawer 16008
Sarasota, FL 34239
Tel: (819) 952-1085
Isbn 0-910923-63-9
A practical guide for busy people.

Planned Giving for the One-Person Development Office
Deferred Giving Services
614 West South Hale Street
Wheaton, IL 60187
An extremely useful tool by David Schmeling, CFRE. Information on marketing plans, recruiting key board members, preparing a budget, integrating and marketing planned giving, sample forms and letters.

Please Give Generously: A Guide to Fundraising
by Anthony Swainson
David & Charles, 1987
Isbn 0-7153-8929-7

Practical Publicity: How to Boost Any Cause
by David Tedone
Harvard Common Press, 1983
535 Albany Street
Boston, MA 02118
Tel: (617) 423-5803
Isbn 0-916782-35-2

Reid Report
Russ Reid Company
2 North Lake Avenue
Pasadena CA 91101 (818) 449-6100
Useful newsletter from consulting firm.

Take the Fear Out of Asking For Major Gifts
by James A Donovan
Donovan Management, Inc, 1993
4744 Hall Road
Orlando, FL 32817
1-800-247-3023
Isbn 0-9639875-1-8
A guide for professional staff and trustees of non-profit organizations with step-by-step instructions, self-study exercises, checklists, charts and graphs. Quantity discounts available.

The following publications are available through Canadian publishers. They were, however, written and published in the US and reflect the American environment. The last three books listed are thorough, pragmatic, useful, upbeat texts.

What Volunteers Should Know for Successful Fundraising
by Maurice Gurin
McGraw-Hill Ryerson, 1981.
300 Water Street
Whitby, Ontario L1N 9B6
Tel: (905) 428-2222 or (905) 430-5000
Isbn 0-8128-2739-2

Jossey Bass Publishers
Maxwell Macmillan Canada
Suite 200, 1200 Eglinton Avenue East
Don Mills, Ontario M3C 3N1
Tel: (416) 449-6030
Free: 1-800-449-0068
1-800-465-2288
A large catalogue of resource material, generally more academic and suitable for larger groups. Ask to be added to the mailing list.

Managing the Nonprofit Organization
by Peter F Drucker
Harper-Collins, 1990.
1995 Markham Road
Scarborough, Ontario M1B 5M8
Tel: (416) 321-2241
Isbn 0-06-016507-3

Successful Fundraising: a Complete Handbook for Volunteers and Professionals
by Joan Flanagan
Fitzhenry & Whiteside
91 Granton Drive
Toronto, Ontario L4B 2N5
Tel: (416) 764-0030
Isbn 0-8092-4090-4

The Successful Volunteer Organization
by Joan Flanagan
Fitzhenry & Whiteside
Isbn 0-8092-5837-4

The Grassroots Fundraising Book
by Joan Flanagan
Fitzhenry & Whiteside
Isbn 0-8092-5746-7

About the Contributors

Ken Wyman is Director of Ken Wyman and Associates Inc, a consulting firm which helps nonprofit groups across Canada and around the world to find the funding, volunteers and public profile that they need to grow. He was National Coordinator of Fundraising and Publicity for Oxfam-Canada for five years, and also worked as a street worker in a community youth clinic and a journalist. Ken is the primary author and editor of this manual, and has written five other books:

• Face to Face: How to Get BIGGER Donations from Very Generous People
• The Guide to Special Events Fundraising
• Everything You Need to Know to Get Started in Direct Mail Fundraising
  The Voluntary Action Program of the Department of Canadian Heritage can provide the above 3 books free of charge, in French as well as English.
• Planning Successful Fundraising Programs
  (available for purchase from its publisher, The Canadian Centre for Philanthropy, Suite 200, 1329 Bay Street, Toronto Ontario M5R 2C4)
• The Brown Bag Papers
  (a 200-page compendium of ideas and tips for nonprofits, sold through the Grassroots Network at Suite 200, 64b Shuter Street, Toronto, Ontario M5B 1B1)

Tom F Balke, who contributed to the section on service clubs, is a member of the Rotary Club. He works for Inter-Varsity Christian Fellowship in Halifax, Nova Scotia, and previously worked for Operation Eyesight Universal in Toronto.

The Institute of Donations and Public Affairs Research (Idpar) gathers exhausting amounts of information on corporate giving. I have quoted from their materials throughout, without always slowing the reader down with a footnote or credit. Thanks to them for helping move fundraising — and fund giving — from an art to a science.

Lyn McDonell provided material for the section on volunteers, as well as other input throughout. Lyn is Executive Director of the Ontario Division of the Canadian Diabetes Association. She studied the development of voluntary organizations to earn her M.A. in Sociology from the University of New Brunswick. She has served with the Arthritis Society, Ken Wyman and Associates Inc, the Canadian Save the Children Fund and Canadian Crossroads International. She is the author of Building an Effective Volunteer Organization, published by the Volunteer Centre of Winnipeg.

John O'Leary is President of Frontier College, which provides literacy training. John is a teacher by profession, and involved as a volunteer with the Daily Bread Food Bank and the Cabbagetown Arts Centre, which helps underprivileged inner city youth. His seminar on “Rich People” has been adapted for the chapter on major individual donors.

Julie White is Executive Director at the Trillium Foundation of Ontario. Before that she was Manager of Public Affairs at Levi Strauss & Co (Canada) Inc. She received her MBA on policy and planning from York University, and serves on their advisory committee. Julie is founder and first board president of the Canadian Women's Foundation and on the board of the Scott's Hospitality Foundation. She has also served on the board of the Policy Research Centre on Children, Families and Youth, New Experience for Refugee Women and Skyworks, a nonprofit feminist filmmaking company. Her thoughts form the nucleus of the section on corporate donations.

Julie Shakespeare compiled and wrote much of the anecdotal material on in-kind donations through research and her own fifteen years' experience in event management. Before joining KW&A as Administrative Assistant and Client Liaison, Julie worked in the nonprofit sector with Junior Achievement of Metro Toronto, Diabetes Canada and the Canadian Diabetes Association. Julie is an active member of Meeting Planners International and does considerable volunteer work as a fundraiser and event organizer for such diverse organizations as the Mariposa Folk Foundation, the Canadian Vintage Motorcycle Group, the National Hockey League and the Genesis Research Foundation.

Karen Anderson, part of the KW&A team, proofed and helped edit this book. Karen has worked in the offices of the Victoria (British Columbia) Volunteer Bureau, at two Toronto community centres and with a national advertising placement agency for university newspapers.

(1) The Foundation Directory is published by The Canadian Centre for Philanthropy, Suite 200, 1329 Bay Street, Toronto, Ontario M5R 2C4, (416) 515-0764. The 1993 edition of this 600-page directory sold for $250 plus shipping and tax, but associates of the Centre paid only $145. Contact CCP for the price for the current edition. The Centre also offers computer searches of its foundation database, for a fee.

(2) People who volunteer give an average of 60% more money than those who do not, according to Virginia Hodgkinson, Vice-President for Research at Independent Sector, quoted in Chronicle of Philanthropy May 15, 1990.

(3) The Body Shop Charitable Foundation donates money “to effect progressive social change. The primary source of funds for the Foundation are proceeds from the sale of Body Shop T-shirts in our stores. Every year grants will be given in four key areas: environmental issues, programs for youth, women's issues and human rights, with an emphasis on the rights of Canada's indigenous people.” For more information send a letter (HINT: put it on recyclable paper) requesting their brochure to The Body Shop, 33 Kern Road, Don Mills, Ontario M3B 1S9.

(4) Contact Imagine at Suite 200, 1329 Bay Street, Toronto, Ontario M5R 2C4 Tel: (416) 515-0764. The list of the 400 Caring Companies does not include addresses or contact people. It is free.

(5) “In Quebec, CEO affirmation of the importance of corporate charitable donations was higher than in other parts of the country” at 60%, according to the Angus Reid Group poll.

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This publication is designed to provide accurate and authoritative information on the subject matter covered. Please use it with the understanding that the author and the contributors are not engaged in rendering legal or accounting advice. If expert assistance is needed, please consult a competent professional. The analysis contained herein represents the opinion of the author. In no way should it be construed as either official or unofficial policy of any government body.

References to fictional organizations and people appear interspersed throughout this manual. Any resemblance to real organizations or people in these instances is purely coincidental.