Author: Troy, Kathryn

Publication Year: 1979

Media Type: Report

Summary:

Abstract:

CONTENTS
Foreword.

1. Introduction:

The management of corporate contributions.
The organization of corporate contributions.
The contributions mechanism.
Authorizing bodies.
Contributions and corporate organization.
Centralization and decentralization.
Charitable deductions and business expenses.

2. Planning:

The First Step:
     A statement of mission and an overall assessment of needs and opportunities:
          What is our purpose?, Where do we stand now?, Where do we want
          to go?
          Corporate needs, Public needs, Finding out about needs, Matching
          corporate and public needs, Anticipating future directions.

The Second Step:
     Developing goals, objectives and strategies:
          Stating goals and objectives, One focal area examined ... the Waldo
          Case.
          Objectives, Priorities and strategies.
     The total contributions program.

The Third Step:
     Programming activities to meet objectives:
          Listing the tasks necessary to meet objectives, Scheduling, Resource
          allocation.
     Communicating contributions policy.

3. Budgeting:

Researching the Budget:
     The historical and comparative profile:
          Internal historical data, External historical data.

Estimates of Committed and Uncommitted Dollars:
     Committed funds, Uncommitted funds.

An Assessment of the Corporate and Departmental Goals and General Business Climate.

 Developing the Budget:
     The forecast, Budget preparations and presentation to management.
     The budget process, The annual budget ... a case history.

The Budget Book and Budget Presentation:
     Basic elements in the budget book.
     The budget presentation:
          Making your case, The budget increase, Anticipating a budget cut.

Using the Budget as a Control Device:
     Administering the contributions budget on a centralized basis:
          Approval levels, Reporting requirements.
     Administering the contributions budget on a decentralized basis:
          Approval levels, Reporting requirements.

4. Evaluation and Reappraisal:

Evaluation - Decisionmaking Guidelines:
     Knowing the purpose of the grant, Deciding upon the purpose of an
     evaluation, Identifying the target audience.

Evaluation - What are the Options?:
     No evaluation required.
     Basic monitoring:
          Telephone checks, Written materials, Informal discussions, Board
          membership, Site visits.

Informal Structured Evaluation:
     Providing structure, Preliminary considerations, Commonly used methods.

Formal Evaluation:
     The experimental model, Quasi-experimental designs, Non-experimental
     designs.

Developing an Evaluation Strategy:
     First priority grants, Second priority grants, Third priority grants.

Getting the Evaluation Cycle Started:
     Working with those inside the corporation, Use of sources outside the
     corporation.

Using the Findings of an Evaluation:
     A preliminary caveat.

Tailoring the Reporting of Results to the Audience.

Assessing Long-Term Effects ... The Reappraisal Process:
     Procedures:
          Accomplishing objectives, Matching the current program to changing
          needs.
     Case 1: A concentrated, short-term study by a single individual.
     Case 2: A comprehensive, long term study by a committee.

Tables.
Exhibits.
Charts.

Arts & Intersections:

Categories: Private Sector