(六)供中國非营利组织参考的框架(筹资策略).doc

国际非营利组织筹资策略: 供中国非营利组织参考的框架 International Strategies for NGO Fundraising: A Framework for Chinese NGOs 温洛克民间组织能力开发项目 Winrock NGO Capacity Building Program 2005 前 言 《温洛克非营利组织管理参考资料系列》由温洛克民间组织能力开发项目组织编纂，旨在为中国非营利组织的管理问题提供指导性的参考。本系列共包括8个分册。 录 Table of contents 1 筹款的核心理念：提高公信力 1 Improving Trust 清晰的使命、愿景与战略方向 1 Clarifying the NGOs Mission, Vision and Strategic Direction 招募高素质的员工，培训员工和志愿者的技能 1 Recruiting and Training Skilled NGO Staff and Volunteers 精确的财务记录和项目报告 2 Compiling Accurate Financial Records and Narrative Reports 开展透明和诚信的组织文化 2 Developing a Culture of Transparency and Accountability 采用治理结构（如理事会） 3 Developing a Governance Structure such as a Board of Directors 制定公共关系策略，提高公众对非营利组织的认知 3 Developing a Public Relations Strategy to Project the NGOs Image 其它应该考虑的综合性的因素 4 Other Factors to Consider 2 对捐赠方的调研 5 Identifying Donors 2.1 研究和确定国内外潜在的资金资源 5 Researching and Identifying Potential New Sources of Funding: in China and beyond 2.2 与潜在的资助者建立积极联系 6 Learning to be Bold in Approaching Potential New Funders 3 筹款的准备 8 Preparing for Fundraising 3.1 建立一个筹款团队，有一个负责筹款的协调人 8 Establishing a Fundraising Team with a Designated Coordinator Responsible for Fundraising 制定筹款计划，并评估不同的筹款方式 8 Establishing a Fundraising Plan and Assessing Different Funding Methods 编制标准的通用计划书样本，提高工作效率 11 Developing a Generic Case Statement 4 筹资方法 13 Fundraising Methods 4.1 编制预算 13 Budgeting 4.2 捐赠管理 14 Managing Donations 5 专门活动 16 Special Events 5.1 专门活动的目标 16 Objectives for Special Events 5.2 选择专门筹资活动的标准 16 Criteria for Choosing a Special Event 5.3 如何计划专门活动 16 How to Plan a Special Event 5.4 如何组织年度晚宴 17 How to Plan an Annual Dinner 6 结束语 19 Closing Comments 附录1 非营利机构筹资和财务管理的职业道德规范 20 Ethical Fundraising Financial Accountability Code -- The Canadian Centre for Philanthropy 附录2 筹资工作的十个要点 23 The Ten Most Important Things You Can Know about Fundraising -- Kim Klein 附录3 中华人民共和国公益事业捐赠法 28 Law on Donations to Public Causes of the Peoples Republic of