pace-setting, adj. la (said of gifts), setting a standard for all gifts to follow in the future. lb related to the gift range table of projected giving; pattern-setting.
package, n., v.t. --n. 1 a proposal for support incorporating a variety of gift opportunities. 2 all contents of a mailing package. --v.t. to make into a package -packageable, adj.--packager, n.
paid solicitor, an individual person who fundraises for pay by a fee or salary for time and effort.
paid time off, 1 time off, whether vacation time, sick leave, time off for personal business or family emergency, or any combination of the above. 2 emancipated time.
panel discussion, a panelís discussion of a specific issue.
panel, n. 1 in printing, copy or graphics that are distinguished by a border and a different color background. 2 a group of individuals organized to give out advice or information. 3 a discussion group.
panelist, n. one who takes part in a panel discussion.
par, n. the monetary or face value of a bond, share of stock, or other security.
parish, n. 1 US, in Louisiana, a county.
parliament, n., the highest law-making body in certain countries.
parliamentarian, n. 1a one knowledgeable about parliamentary procedure. lb one responsible for ruling on issues of parliamentary procedure. 2 a member of a given parliament.
parliamentary procedure, the rules concerning and deciding the procedure, discussion, debate, and the making of decisions during a formal meeting. The most prevalent used authority is Robert's Rules of Order.
parliamentary, adj. la referring to the rules and customs of a law-making group (as in parliamentary procedure). lb having a parliament (as in parliamentary government).--parliamentarily, adv.
partial drop, the mailing of a portion of a mail drop.
partnership, n. the association of two or more individuals formed for the purpose of conducting a business.
pass-through, adj., n. -adj. 1 operating as a fiduciary agent for an emerging organization that has filed for, but not yet been granted, not-for-profit status (as in pass-through trust). 2 of a foundation, serving as a holding agent for certain contributions,
patron, n. 1 a person who donates his or her name with the intent of supporting or promoting an organization or causes an organization or cause. 2 = sponsor (noun 2).
pattern of giving, 1 the consistency of donors in giving to the same or related organization, usually in accord with pre-established areas of interest, gift amounts, or timing. 2 a donorís record of giving donations to an organization over time.
pattern-setting, adj. setting the pace.
payout requirement, la a private foundation or a charitable trustís legal requirement to expend a designated amount or percentage of assets or income for a charitable cause or individual beneficiaries each year. lb the dollar amount assigned this purpose.
payroll deduction, la an opportunity for employees to contribute to a campaign by having a specified dollar amount withheld from each pay period, done upon their written authority. lb the act of making such contributions. ic the amount deducted for such a contribution.
payroll tax, a often to provide FICA and unemployment, an insurance tax imposed on payrolls to be paid either by the employer or employee, or both.
pension, n., v.--n. U.S.. a payment made in intervals under specified conditions to a retiree from service or to the retiree's surviving dependents.
percentage compensation, a commission.
performance appraisal, la an official process by which a supervisor evaluates the job performance of the employees reporting to him or her. lb an oral or written report or review of such an evaluation.
performance evaluation, a performance appraisal.
performance review, = performance appraisal.
peripheral, n. any external computer hardware device such as a printer, tape, modem, mouse, or monitor that can be connected to a computer.
perk, n. Informal. a perquisite.
permanently restricted gift, a gift that usually becomes part of an endowment, the interest from which is restricted for use as decided by the donor.
permanently restricted net asset, that portion of the net assets of a not-for-profit organization resulting from contributions and other incoming assets. Their use is limited by donor-imposed stipulations that neither expire by passage of time nor can be fulfilled or otherwise removed by action of the organization.
perquisite, n. 1 a special benefit offered to certain employees or to selected donors. 2 anything received for work in addition to one's regular pay or for giving a gift.
person, n. a human being.
personal property, anything owned that can be moved, whether tangible property or
personal representative, an executor.
personal solicitation, a solicitation made in person.
personalized letter, an appeal letter naming the addressee in the salutation.
personnel committee, a committee that has the responsibility for developing, recommending, and maintaining the personnel policies and procedures of an organization. It is created by the governing board of that organization.
personnel manual, a handbook of personnel policies and procedures.
phantom income, interest earned from a charitable lead trust that is taxable to the donor but that has not yet been realized.
phase, n. a particular stage or period of a campaign.
philanthropic dollar a monetary donation given to a philanthropic cause.
philanthropy, n. 1 love of humankind, often characterized by an effort to enhance the well-being of humanity through personal acts of kindness or by financial support of a cause or causes, such as a charity, mutual aid or assistance, quality of life, and religion. 2 any attempt to reduce human misery or suffering, improve the quality of life, encourage aid or relief, or protect certain values through gifts, service, or other voluntary work, any and all of which are external to government involvement or marketplace exchange. --philanthropic, adj. --philanthropical, adj.--philanthropically, adv.- -philanthropist, n.
phonathon, n. a telephone campaign.
photo composition, in printing, a method of setting type photographically to produce proofs on paper or film.
photoengraving, n. in printing, la a process for making plates, such as half-tones, with the aid of photography. lb a plate made by this process. 1c a photo printed from such a plate.
piggyback mailing, Informal. a letter or other communication that comes with a mailing but covers a different topic.
pilot, n., v. t., adj. -n. any action or operation serving as a model or trial for a future endeavor on a larger scale. --v.t. to serve as a pilot of or for. --adj. operating as a pilot (as in pilot mailing, pilot test).
planned gift, a gift arranged by planning.
planned giving, gift planning.
planning study, a fund-raising study that focuses upon the development of a plan to implement a campaign.
plc, public limited company.
pledge card, a printed form used by a donor that serves as a response to an appeal.
pledge cycle, the time allotment or schedule in which a pledge is to be fulfilled.
pledge payment, payment of all or a fraction of a pledge.
pledge period, the duration of time, usually between three and five years, over which a pledge is to be paid.
pledge, n., v.t. --n. la a promise, usually financial, that is written, signed, and dated, to fulfill a commitment at some time in the future, payable according to terms set by the donor. Such pledges may be legally enforceable, subject to state law. lb the total amount of such a pledge. 2 a verbal pledge. --v.t. to commit or promise a specified amount of money as a pledge.
pledge-flow projection, a projection of future income, based on donors' pledge cycles.
point of solicitation disclosure, the disclosure of information at the time of solicitation that is subject to state law,.
policy, n. broad and general principles, designed to influence and guide the decisions and actions of an organization.
pool of wealth, Informal. a group of prospects with the potential to give major gifts or donations.
pooled-common fund, a fund in which the donor and donor's spouse retain the right to annually designate the public charity that is to be given the income from the donor's prior contribution. Upon the surviving spouse's death, the remaining principal goes to a selected charity.
pooled-income fund, a trust to which a donor gives property and contributes irrevocably the remainder interest to the qualified charity selected, keeping a life-income interest for one or more beneficiaries. The transferred property is pooled with other donations, and each income beneficiary gets a pro rata share of the net income. Upon the beneficiaryís death, the fund's trustee withdraws from the fund an amount equal to the value upon which the beneficiary's income interest was based and distributes that amount to the charity.
position paper, a statement concerning an opinion on an organizational, social, or public issue.
position, v. t., n. --v.t. to create room for or improve a place in the market for a person, organization, or service. --n. referring to a place in the market for a person, organization, or service.--positioning, n.
post, V. t., to document (a gift) with pertinent detail.
postage-paid envelope, business-reply envelope.
postal order, a money order made by a post office.
pour-over will, a legal will in which assets in its control are directed to be put into a trust.
power of appointment, the right to direct the management of property one does not own.
power of attorney, an instrument in writing that grants one the authority to act for another.
power structure, a group of influential or powerful people to whom others listen and defer.
PR, Philanthropic Roundtable; public relations.
precall, V. t., n. --v. t. to call a potential donor before the donor has received a direct-mail appeal. --n. the act or an example of precalling.
precampaign, adj. of or referring to the period preceding the launching of a campaign.
precatory trust, in law, a trust created by law to carry out the requests, desires or wishes of a testator or grantor, as distinguished from direct and imperative terms.
preferred share, a share of preferred stock.
preferred stock, stock that earns a fixed rate of income to be paid before dividends are paid on the company's common stock.
preliminary rating, an initial estimation of a donorís giving potential.
preliminary statement, a published announcement presenting the beginning features of a campaign.
premium, n. 1 goods and/or services that are offered as an incentive to a prospective donor to make a donation. 2 a payment made on an insurance policy.
present interest, the claim to immediate use by the donor of a planned gift.
present value, the sum of money that if invested at a given rate of compound interest will result in exactly the specified sum at the end of a given time frame.
presentation, n. a summarized report of an organization's case delivered to a prospect or group of prospects that is prepared with attention to the prospect's particular interests.
president, n. 1 the appointed, elected, or employed chief officer of a company or organization. 2 the presiding officer or person in charge of a meeting, assembly, or such.
presort, n., v. t --V. t. to sort (outgoing mail) according to zip-code before delivery to the post office. --n. mail that is presorted.
press kit, a packet of informational materials, relating to an organization's program or a particular situation within an organization that is usually used for supporting a news release,.
press release, an official statement (such as a story, item, or other announcement) given to newspapers for publication.
pressure-sensitive label, a self-adhesive mailing label applied manually.
pretest, v. t. to test with a small sample of a mailing package before finalizing the package for a main mailing.
price tag, Informal. a dollar figure placed on a gift-naming opportunity, that does not usually reflect the actual cost of the facility or program to be named.
price-earnings ratio, a securityís market value divided by its current earnings per share.
principal, n. la a sum of money on which interest is paid. lb an asset or assets from which interest is received. 2 a business owner.
printer, n. an attachment to a computer that produces printed copy of data from the computer.
printout, n. a printed copy of any information stored in a computer.
private foundation, a foundation whose support is from a single source (usually a person, family, or company) and that makes grants to other not-for-profit organizations rather than operating its own programs, as designated by federal law. Its annual
private inurement, the securing of financial benefit of the net profits from an endeavor where Not-for-profit organizations do not have the legal capacity to provide it to any entity.
private letter ruling, the IRSís letter response to a tax issue that is specific to the person or organization that made the inquiry.
private operating foundation, as designated by federal law, a foundation whose funding and support is from one single source (usually a person, family, or company). It therefore conducts its own programs and its annual revenues are derived from earnings on investment assets instead of donations.
private sector, the area of a nation's economy and civic enterprise that is not under any governmental, control.
pro bono publico, adj, adv. for the common good or public welfare, and commonly referring to work done without charge by a professional..
pro bono, pro bono publico.
pro rata, adv., adj. calculated in relation to a percentage of the whole such as a share, interest, etc..
pro tempore, for the time being, or time at hand.
probate court, a court that administers the probating of wills and the handling of estates.
probate duty, a tax imposed on the entire gross value of the property of a deceased testator.
probate estate, the assets of a person at death to be administered by the executor of an estate..
probate, n., adj., v. t. --n. 1 the act of settling an estate, supervised by a court, in which all expenses are paid and all property is distributed in accordance with legal requirements, such as the terms of a will. 2a the legal process of determining whether or not a will is genuine. 2b the legal judgment that a will is genuine. 2c the original, official copy of a probated will. --adj. referring to the process of probating wills or to a probate court. --v. t. to legally prove that a will is genuine.
process, v. t. to prepare, handle, or perform an operation or operations, often related to computer data.
professional counsel, a fund-raising counsel.
professional ethics, standards of conduct to which members of a profession are expected to recognize and follow.
professional fee, a charge from an independent contractor for professional service.
professional fund raiser, a fund raiser who receives financial compensation for his/her work.
professional, adj., n. --adj. 1 of, referring to, or appropriate to, or engaged in a profession. 2 educated to commonly accepted standards of performance and ethics in a specialized field. 3 making a business or career out of something that others do without pay. --n. a professional individual.
professionalism, n. professional status, behavior, character, procedure, or standards.
profile card, a printed form that offers background information on a prospective donor, including biographical data, selected facts relating to the donor's giving record, service to organizations, specific interests, and potential capacity to make a gift.
profit and loss, la an accounting record in the books of an organization documenting net profit or loss over a given period of time. lb a statement of the profit (or loss) of an organization.
program evaluation and review technique, a strategy used to facilitate planning and to give management the means for administrating specific programs by charting, on a timeline, each step in relation to all other steps, such as when financing must be available in relation to program needs.
program officer, one who reviews grant proposals and makes recommendations for action at a foundation.
program, n., v. --n. 1 a series of actions intended to achieve a certain result or realize a plan.
program-related investment, a loan or investment with the purpose of accomplishing a charitable purpose without the expectation of receiving interest made by a private foundation.
promote, v.t., to generate enthusiasm for the activities and cause of a not-for-profit organization) through publicity, special events, advertising, or other activity. --promoter, n.
promotion, n. the act, or an example of promoting.
proof, n., v. t. --n. a trial impression of type and engraved matter on which corrections can be made used in printing. --v.t. to proofread (something).
property interest, any right or claim to the use or revenue from property.
property rich, Informal. referring to a person who is cash poor, or has significant illiquid assets that bring little if any cash flow.
property tax, a tax imposed on real estate and personal property, where the rate is typically based on a percentage of the total value of the property as determined by a local government.
property, n. anything owned by an entity, such as real estate, life insurance, bond or stock certificates, other securities or investments, and tangible personal belongings
proportional giving, giving that is in proportion both to the size of the goal and the individual donor's financial capacity.
proposal, n. a request or application, made in written form for a gift, grant, or service.
proprietary, adj. owned, belonging to, held, or controlled by a private entity where its shares are available only to the owners.--n. 1 the ownership or holding of property. 2a a group of owners. 2b proprietor.
proprietor, n. 1 one who owns property or possessions; owner. 2 one who has less than a controlling interest or absolute right.
proprietorial, adj. of or referring to a proprietor.
proprietorship, n. the state of being a proprietor or the right of possession.
prospect card, profile card.
prospect clearance policy, a set of written guidelines used for assigning prospects to those parties having an interest in those prospects.
prospect profile, a research describing the pertinent facts about a prospective donor, including basic demographic
prospect rating, a method of evaluating the giving potential and capacity of a given prospect..
prospect research, 1 an ongoing search for relevant information on prospects and donors. 2 identification of new prospects, whether individual, foundation, or corporate.
prospect screening, the initial evaluating of broad categories of potential donors prior to their rating.
prospect tracking, the recording of a prospective donor's progress from cultivation through solicitation.
prospect, n., v. t. --n. any possible donor whose linkages, giving ability, and interests have been confirmed. See also L-A-I. Compare SUSPECT. -v.t. to discover (a prospect).
prospective, adj. likely or probable.
prospectus, n. 1 a proposed plan for an enterprise or project. 2 a disclosure statement issued before the sale of a security.
psychography, n. the historical study and classification of consumers or of a prospective donor or donors based on their activities, life style, interests, and behavioral and personal traits.
public affairs, issues and concerns related to the relationship between an organization and its community.
public charity, according to federal law, a foundation that is to receive the majority of its sponsorship from the public instead of a small group of individuals.
Public charity, is used properly for a charitable purpose and not for private gain, political activity, or other noncharitable purpose.
public domain, 1 land the governmentís possession. 2 any property right that is held in common by all citizens, including expired copyrights and patents.
public foundation, public charity.
public interest, society's general concern with the common good.
public relations, la the activity of cultivating public awareness among opinion leaders as well as the general public. lb the publicís feelings toward an organization. 1c the business surrounding these activities and attitudes.
public sector, the section of a nation's economy associated with governmental, rather than private, control.
public, n. any group of people outside of a given organization that this organization seeks to influence for purposes such as support for the organization, using its services, endorsing its interests, or participating in the organization as employees or volunteers.
public-interest, adj. of or related to a legal issue or set of issues, such as a class-action suit or other legal means,
public-service announcement, an free announcement that promotes a not-for-profit organization, program, or cause.
pyramid of giving, a donor pyramid.
quadrillion, n . a number that is followed by 15 zeros.
qualification, n. anything that qualifies an entity for a particular task, job, etc.
qualified charity, a not-for-profit organization that meets the necessary requirements set by the IRS in order to be eligible to receive tax-deductible gifts.
qualifier, n. an individual or thing that qualifies.
qualify, v. v. i. to meet predetermined standards. --v.t. 1 to make one suitable as for a job. 2 to confirm the potential giving capacity of a prospective donor.
qualitative research, an area of market research consisting of the gathering, recording, and evaluation of information about the attitudes, concerns and behavior of an organization's constituents in relation to the organization and/or to the issues it represents.
quality circle, a group that is devoted to seeking improved methods of operating and responsible for similar tasks.
quantitative research, an area of market research consisting of the gathering, recording, and analyses of objective or numerical data.
quasi endowment, an endowment from which the funds, both principal and interest, may be paid out at the discretion of the governing board.
radiothon, n. a fund-raising effort through the means of radio, where listeners can call throughout the program to make financial pledges to the cause or organization being described.
random access, random-access, adj. granting access to stored computer data in a random order selected by the user.
read-only memory, a type of computer memory that stores and allows for quick access to permanently stored data that cannot be altered by program instructions.
real estate, land, including any buildings, fencing, or other relatively permanent property affixed to it, in addition to any other rights attendant.
real property, real estate.
real wages, wages ascertained in actual purchasing power.
realty, real estate.
reason code, the vehicle or strategy that elicits a donation, such as a personal solicitation, memorial, acquisition mailing, newsletter, annual appeal, or membership dues.
recency, n. in direct mail, a suggestion of the most recent date of a donation.
reciprocal trust, a trust in which each of the two people holding the trust is beneficiary of the other.
reciprocal will, a legal will made by each of two people, in which each person designates everything to the other.
recognition, n. donor recognition.
record, n., v.t. --n. any file or list, kept up by a development office, pertaining to donors, nondonors, and prospects, including gift records. --v.t.. to alter such a record. --recorder, n.
recruit, v., n. --v. t. to bring personnel or volunteers to a staff.--v. i. to recruit personnel or volunteers. --n. a person who has been recruited.--recruitment, n. recruitable, adj. that can be recruited.
release, n., v.t. -n. 1 news or press release. 2a the process or act of authorizing an organization to print a person's story, statement, or picture. 2b a document that authorizes the printing of a story, statement, or picture. 3a the legal surrender of, to another, 3b a document authenticating this. 4 a version of a computer software program. --vt. 1 to issue a release. 2 to authorize to be sold, shown, published, or distributed in some other way.
released time, paid time off, for the purpose of bringing specialized experience to a not-for-profit organization.
resource development, the concept and practice of identifying, cultivating, and securing financial and human support for an organization.
response device, a form or envelope employed for sending a reply to a mailed appeal.
response rate, the percentage of responses obtained in a direct-mail appeal or of completed and returned questionnaires gathered from a survey.
restrict, v. t. to put limitations or rules upon. --restriction, n.
resulting trust, in law, a trust arising by implication of law when it appears from the nature of the transaction that it was the intention, although implied, of the parties involved to create a trust. It therefore arises automatically out of certain circumstances by or through an operation of law.
return on investment, la measure of an organization or programís efficiency, calculated as the ratio of net income received to the expended funds. lb the monetary amount derived by this calculation.
return remit, a business reply envelope.
revenue bond, a city or government bond that is payable out of its future income.
revenue ruling, the interpretation of a federal tax law made by the IRS.
revenue, n. la refers to money or income coming in. lb one item of income.
revenues are derived from earnings on investment assets rather than from donations, where private foundations are more subject to restrictive rules than are public charities.
reverse plates). --v.t. to print material with white type on a black or colored background.
reverse, adj, v.t.--adj. when black and white appearing opposite to the normal condition in printing
revocable trust, a trust that can be changed or terminated at the discretion of the person who created it.
revolving loan, a loan that can be renewed automatically without additional negotiation.
rifle-shot, adj. Informal. of or referring to a carefully selected approach to solicitation that has been narrowed down to a select group of prospects.
role-playing, n. a method of training volunteers where they perform the roles of solicitor and prospect, in preparation for an actual solicitation.
roll-out, n. the extension of a previous test program to a wider audience.
ROM, read-only memory.
royalty, n. a payment to an individual who has a claim in intangible or real property, such as to an author for book sales or to an owner of land for extracted minerals.
RPI, retail price index
rule of thirds, a formula for constructing a gift range table for a capital campaign, based on the logic that ten donors comprise the first third of funds raised, the next hundred donors for the next third, and all remaining donors for the final third.
sacrificial gift, a donation that represents a serious sacrifice on the part of the donor.
SAE, a stamped, addressed envelope.
sale and leaseback, a transaction where a not-for-profit organization sells all or part of its real estate to a buyer at less than market value with the understanding that the seller may lease it back immediately. The purchaser then may gain tax benefits when it is leaseback.
SASE, a self-addressed, stamped envelope.
savings account, an account at a savings bank..
savings bond, U.S. a bond, issued by the federal government, that after a specified amount of time will accrue interest.
scanner, n. a machine that reads written or printed material by converting the material into digital form, thereby allowing it to be transmitted or processed by a computer.
score, V. t., v.i. to impress a mark in a piece of paper to make folding easier.
screen, n., v.t. --n. 1 a transparent plate with fine lines crossing closely together at right angles that produces minute dots in half-tone reproduction. 2 monitor (noun 2). v.t. to systematically examine for suitability and then select or eliminate.
secretary of the board, an officer of an organization in charge of for the minutes of a board meeting and other duties as defined in the organization's bylaws.
sectional center, a geographic area that is determined by the first three digits of a zip code.
Securities and Exchange Commission, a federal agency that has the power to regulate the issuance and sale of securities so as to protect the public from fraud.
security, n. written evidence, (such as a stock, bond, or limited partnership) showing ownership in a financial enterprise, or a debt of obligation.
seed money, an early gift by a donor used for starting up a program, thereby establishing credibility and momentum for that program.
segment, v. t., n. v.t. to subdivide larger groups of donors or prospects into smaller groups with similar characteristics.--n. a segmented piece or group.
segmentation, n. market segmentation.
self-dealing, adj., n. --adj receiving or attempting to benefit from a financial transaction. --n. the practice of such.
self-liquidating endowment, an endowment fund that a donor specifies to be expended by a certain date.
self-mailer, n. a package for mailing that needs neither a separate carrier envelope or reply envelope.
separate property, 1 property separately owned by an individual before marriage or prior to moving to a community-property state. 2 property obtained by a donation or through inheritance to the extent the property can be identified.
sequential solicitation, the seeking of gifts starting with the largest potential gift on a gift range table.
settle, v.t. to arrange or put oneís funds in order.
settlement. n. the legal act of handing over property to another individual.
settlor, n. an individual, such as a grantor or trustor who makes a settlement of property.
severalty, n., la the legal state or condition of being owned or controlled by separate, individual, or exclusive rights. lb land held in this way. -In the phrase in severalty, (in law), in one's own right without a joint interest with any other.
share, n. la refers to each of the equal parts into which the capital stock of an organization or company is divided, usually given in the form of a transferable certificate of stock. lb a unit of stock that represents ownership in a corporation.
shareholder, n. one who owns shares in a company.
short-term, adj. 1 of or referring to a capital asset owned for one year or less. 2 referring to a short period of time.
shortfall, n. the difference between income and expenses, expressed as a negative amount.
shotgun, adj. of or referring to a broad-scale appeal for funds to any and all possible prospects.
sidebar, n. 1 a feature or news report that is in addition to a main feature or news story, sometimes in a box set into the larger story.
sight raising, a planned effort to induce a previous donor to elevate a previous level of giving.-- sight-raising, adj.
silent partner, US. a business partner who is not involved in running the business.
single entry, a method of cash-basis bookkeeping in which both debit and credit transactions are entered into only one account. single-entry, adj.
site network, local area network.
site visit, a visit by a potential donor with the purpose of inspecting a project or review a program for which donations are being sought.
sleeper, n. Informal. a prospect who unexpectedly emerges as a major donor, an individual who was either not identified through research or not viewed as important by rating committees at the inception of a campaign or fund-raising program.
social contract, an agreement among individuals forming an organized society, or between a government and those governed, with the purpose of defining and limiting the rights and duties of each.
social security, 1 U. S. a the method, practice, or program of federal provision for people 62 years old and their dependents. b the federal department, known as the Social Security Administration that operates this program. c actual financial assistance through this system.
soft money, money received from grants whose future is uncertain.
software, n. la the instructions, programs, routines, symbolic languages, and any other related documentation necessary to the operation of a computer. lb referring to a particular brand of software.
solicit, v.--v.t. to ask for a donation of money, resources, a service, or opinion. v. i. to make a request or appeal--solicitation, n.
solicitor, n. 1 one who asks for donations on behalf of an organization or cause either as a volunteer or for pay..
sophisticated, adj. implying complex and involved giving.--sophistication, n.
source, n. 1 the list that generates donations. 2 the affiliation of an individual or group to an organization.
special event, a function, such as a benefit, with the intention of a attracting people to or involving them in an organization or cause.
special gift, an especially large gift.
special project, a project that requires special funding but usually not a capital campaign.
special-purpose foundation, a public foundation focusing its grantmaking activities on one or more specific areas of interest.
specialty, n. in the fund-raising profession, a specific job or skill, such as direct mail, capital campaigns, consulting, gift planning, prospect research, telemarketing, or special event.
specific bequest, the bequest of a particular item or specified part of an estate, which is capable of identification from all others of the same kind.
spendthrift trust, a trust creating a fund for a beneficiary, protecting him/her from any creditors or the beneficiary's own imprudence. See other trust phrases at TRUST.
split test, testing a variable in a mailing by splitting the list to see if one approach works better than another.
sponsor, v.t., n.--v.t. 1 to inscribe one's signature an organization or cause. 2 to agree to accept financial responsibility of all or part of the cost of a special event or a special program or activity).--n. an individual or corporation that sponsors, such as a patron.--sponsorial, adj. --sponsorship, n.
spray trust, sprinkling trust.
sprinkling trust, a trust that allows the trustee to allocate the interest income to multiple beneficiaries according to the needs of each beneficiary.
stakeholder, n. an individual with special interest in the activities and decisions of an organization.
standard deduction, the amount that a taxpayer is allowed to claim as a deduction on his or her tax return if deductions are not itemized.
standing committee, 1 a permanent committee created to oversee regular activities.
state, n. 1 Austr. & US. a major political division of the country that belongs to a federal republic.
statement of activities, the income and expenses for a specified period of time in accounting.
statement of financial position, an accounting statement that summarizing an organization's financial status at a particular point in time, typically monthly..
statement of income and expenses, same as a statement of activities.
statement of intent, same as a letter of intent.
statement of purpose, a statement of an organizationís objectives.
statute, n. a law enacted by a legislative body to promote the public good that is recorded in a formal document; the document recording such a law.
steering committee, a committee of top volunteer leaders who oversee and manage a fund-raising effort such as a campaign, that is often composed of the chairmen of other working committees.
stepped-up basis, an increase in a piece of propertyís taxable value occurring at the death of the owner.
stet, n., V. t. in proofreading, --n. la a direction to keep material that had been marked for alteration or deletion. Such matter is usually retain underscored with a series of dots. lb a mark indicating such a direction. v.t to indicate with such a mark.
steward, n. an individual responsible for managing another's property.
stewardship, n. 1 a procedure whereby an organization seeks to be worthy of continued philanthropic support, including the acknowledgment of gifts, donor recognition, the honoring of donor intent, prudent investment of gifts, and the effective and efficient use of funds to the organizationís mission. 2 the job or work of a steward.
stock certificate, a document certifying ownership of one or more of its shares issued by a company.
stock power, a document allowing an individual, other than the stock owner, to transfer ownership of that stock to a third party.
stock, n. la the capital of a business company that are divided into shares of equal amounts represented by transferable certificates. lb the actual shares or portions in the capital.
stop card, a prospect card or pledge card containing instructions to stop solicitation for any one of several reasons.
storyboard, n a series visual depictions revealing a sequence of important changes.
straight-line, adj. referring to a calculation in accounting that assumes that equal deductions or allocations occur at regular intervals (as in straight-line projection, straight-line depreciation).
strategic gift, an advance gift.
strategic plan, a set of decisions and actions intended to shape and guide an organization while emphasizing the future implications of present decisions.
stretch gift, a donation that fulfills a donor's greatest capacity to give or that is larger than a donor originally intended to make.
stretch goal, a goal beyond that which was expected.
stuffer, n. a printed piece of material intended for insertion into any medium of delivery.
style book, a handbook containing rules of grammar, spelling, capitalization, abbreviations, text format, word usage, and other information relevant to the styling of prose copy.
subcontract, n., v. --n. a subordinate contract, between a party to an original contract and a third party, providing all or a specific part of the work, materials, or services indicated in the original contract. --v.t. la to hire a person or business organization to work under a subcontract agreement. lb to work under a subcontract agreement. --v.i. to take on work or hire a person or business organization under a subcontract agreement.
subcontractor, n. an individual or organization that undertakes a subcontract.
substantially related activity, an activity, conducted in the attempt to further its tax-exempt mission, engaged in by a not-for-profit organization.
substantiate, vt. to establish or verify by evidence that a gift of a specific value has been made or that an organization's need is valid. --substantiation, n.
sum of money for a specified purpose in a specified period of time.--v.i. to participate or to serve in a campaign.
support group, a group of individuals whose role is to raise funds for an organization or program or to advance an organization's public image.
support service, a subordinate service of a fund-raising program or campaign concerned with such areas as prospect research, data management, gift processing, budget control, and general clerical operations.
supporting organization, a subset of a public charity that is operated by and for the benefit of one or more public charities, where its donors have less control over the organization's assets, both investment and expenditure, than would be the case with a private foundation.
surety, n. 1 a security or pledge against loss or damage. 2 one who consents to be legally responsible for the conduct, a debt, or default of another.
survey, n., v.t. --n. any form of an analysis, study, or poll. --v.t. to administer a survey of.
survive, v t. to outlive someone or something.
survivor, n. in law, an individual who outlives the other or others in a joint tenancy.
survivorship, n. in law, la the state or situation of being a survivor. lb the right(s) of a survivor or survivors in a joint tenancy.
sustaining fund, annual fund.
swot analysis (strengths, weaknesses, opportunities, threats), an integral component of a planning process examining an organizations weaknesses and strengths, as well as the external factors that could influence its success.
syndicated gift, a gift comprised of two or more individual gifts joined together by some shared attribute, such as members of the same family or a corporation.
table, a graphic display of facts or related data.
tabloid, adj., n. -adj. referring to a format of a newspaper with five columns per page in a size slightly more than half that of a standard (approximately 13 x 23) newspaper.--n. a newspaper created with this format.
tangible personal property, tangible property owned by an individual where the value can be accurately appraised.
tangible property, any property either real or personal that can be possessed.
target date, a preset date for realizing a given objective, usually one of many in a campaign schedule.
target market, a group of possible donors or other constituents that a campaign or effort is directed at due to their having certain characteristics in common.
target, n., v. t. --n. 1 a specific goal in a fund-raising program or campaign. 2 a prospective donor. --v.t. to identify or recognize as a target.
task force, a special group formed to take on a specific task within a given time frame.
tax basis, the cost paid to acquire an asset, that includes any capital improvements but not any depreciation claimed as a tax deduction. When the asset is sold, the difference between the amount realized and its basis is called the capital gain (or loss).
tax benefit, a saving on income tax, gift tax, or estate tax, resulting as from a gift to a charitable organization.
tax credit, an adjustment to tax on the gift-tax return and estate-tax return for a gift or bequest, in favor of the individual being taxed.
tax identification number, a number assigned to an organization for tax purposes.
tax receipt, gift receipt.
tax, n., v.t. --n. a fee imposed by a government.--v. t. to require an individual or organization to pay a fee.
tax-deductible, adj legally deductible in calculating income or estate tax.
tax-exempt, adj. la not subject to tax. lb not taxed or possessing interest that is not subject to tax.
taxable, adj. capable of being or liable to be taxed.
taxes, and any long-term liability including debt and mortgage. 2 a short and long-term debt owed by an organization.
technical-assistance grant, a grant subsidizing an outside consulting service to an organization.
telecommunication, n. la the electronic transmission of information over long distances, as by telephone, radio, or television or computer terminals, or a message sent thorough these means.. 2 (telecommunications) the division of technology that deals with this aspect of electronics.
telecommute, v. i. to communicate by a computer or facsimile machine by modem from one's home to an office or other location.
telecommuter, n. one who telecommutes.
telecommuting, n. the process or act of communicating by computer or facsimile machine through a modem from one's home to an office or elsewhere.
teleconference, n. a conference achieved by means of telecommunication.
telefund, n. a campaign done over the telephone.
telemarketer, n. one who performs telemarketing.
telemarketing, n. the acquiring of funds or the marketing of goods or services over the telephone
telemeeting, n. synonym for teleconference.
telephone campaign, a fund-raising campaign in which volunteers and/or employees solicit donations over the telephone.
teleprocessing, n. the use of a computer to process data from far away locations, such as those received over the telephone.
teletext, n. a printed news or other information transmitted over television channels and displayed on a television screen by a special encoding device.
telethon, n. a television program that incorporates a fund-raising message in its broadcasting and asks for a viewerís pledges.
temporarily restricted gift, a gift that restricted for a particular purpose but only temporarily, so that when spent it becomes an unrestricted gift for accounting purposes and is at that time reported as income.
temporarily restricted net asset, an asset, the use of which is limited by the stipulations set by the donor.
tenancy at will, in law, a tenancy of unspecified period of time that can be ended by either side.
tenancy by the entirety, in law, the ownership of property, tangible or intangible, by a husband and wife together.
tenancy in common, in law, a form of property ownership by two or more people in which each tenant has possessory right, but with no right of survivorship.
tenancy, n. 1 the right to hold or possess real estate or other property. 2a the state of being a tenant. 2b the occupancy of land, buildings, or other property and paying rent on it. 2c the duration of time one is a tenant.
tenant at will, in law, an individual under a tenancy at will.
tenant by the entirety, in law, an individual under a tenancy by the entirety.
tenant in common, in law, an individual under a tenancy in common.
tenant, n. an individual paying rent to another person for the use of real property.
terminal, n. a typewriter keyboard or other connection to a computer and monitor, intended for the remote transmission or retrieval of information.
test group, a group selected to test out an idea or the use of a product, also known as a control group.
test mailing, a type of mailing where a specific detail is changed in order to evaluate its impact.
test panel, a group formed with the intent of evaluating a service, program, or organization.
test, n., v.t. --n. the evaluation of answers to a specific offer or to one or more questions presented to a selected sample of a constituency. --v.t to conduct such a test on a selected sample of a constituency.
testacy, n. the state of having left a will at death.
testament, synonym for a will.
testate, adj. having a legal will.
testator, n. one who has died testate.
testimonial, n., adj. --n. 1 a statement by an individual that serves to promote an organization, cause, or effort. 2 something expressed or manifested, such as gratitude, esteem, or worthiness. --adj. expressed as a testimonial.
that allows a user to select resources from various menus.
the organization according to a predetermined formula based on sales and purchases.
theme, n.. a topic, subject or motif often used repeatedly to distinguish and identify a special effort or event. --thematic, adj.
think tank, a group or organization created to examine a particular issue or issues and develop recommendations.
third sector, the independent sector.
three-digit presort, the sorting of mail by the first three digits of a zip code prior to being taken to the post office.
three-five-digit presort, a presort that is either three-digit presort or five-digit, or both, in the same mailing.
tickler file, a file that reminds a user to attend to a task at a given time.
tie-in, n. a strategy used for promoting the combined activities of two or more organizations working on the same project.
timeline, n. the scheduling sequence of planned activities that is sometimes dated.
token gift, a gift considerably below a donorís potential.
total quality management, a management philosophy concerned with continually improving an organization's internal processes toward meeting or exceeding a customerís expectations. Abbr. TQM.
trade publication, a publication that deals with matters of interest to a particular trade, industry, or profession.
traded, is held by only a few people, often by members of a single family.
trademark, n. any word, name, logo, or other device to identify a particular product that has been officially registered and legally restricted to the use by the owner or manufacturer.
training session, a meeting of volunteers with the purpose of preparing them as solicitors.
transfer date, the date that a donor gives up its control of an asset to an organization.
transmittal letter, a letter stating the intended use or purpose of a gift, that accompanies the giftís transfer to the proper accounting and receipting authority of the recipient organization.
transparency, n. a transparent sheet made of acetate, glass, or the like, on which text or graphic material is written or transferred for showing on an overhead projector.
treasurer, n. an officer of an organization with responsibility for its finances and programs for reporting finances.
tribute card, a card recognizing that a gift has been given to an organization in honor of or in memory of a named person.
tribute, n. synonym for a commemorative gift.
trillion, n. a number that is followed by 12 zeros.
trim size, in printing, the final size of pages after their edges have been trimmed.
triple ask, Informal. the process, act, or an instance of soliciting one donor for the following three gifts at the same time: an annual gift, a capital gift, and a deferred gift.
tripod of giving, the three major campaign opportunities given to donors: annual, capital, and endowment.
trust agreement, the document that asserts the duties and responsibilities of the parties for the property held in trust and for the beneficiary or beneficiaries of the property.
trust fund, money, property, or other valuables held in trust for another individual.
trust, n. 1 an arrangement signifying a fiduciary relationship, concerning property, securities etc. held by one party for the (future) benefit of one or more beneficiaries.
trustee, n. 1 an individual or institution holding the legal title to property in a trust and required to carry out specific duties with regard to the property. 2 one belonging to a governing board.
trustor, n. an individual who creates a trust either by a will or other trust instrument.
turnaround time, 1 the time that it takes to complete a task. 2 the time it takes to acknowledge a gift after receiving it.
unbundle, V. t la to price individually computer software and hardware items that were previously only sold a single and inclusive, or bundled, price individually lb to sell individually (such items).
unconditional pledge, a pledge without restrictions.
unearned income, 1 organizational income that comes from philanthropic gifts and investments, as contrasted with fees for service or product sales. 2 personal income derived from a source other than a salary, pension, or social security. 3 income from any philanthropic source.
unendowed private foundation, a foundation with little or no endowment that usually receives its funding annually from its founder.
unified rate schedule, a progressive tax rate that does not change after oneís death.
universe, n. the total potential donor prospects of a given organization.
unrelated business income, income resulting from any legal trade or business that is conducted by a not-for-profit organization in order to make money outside of its federal, tax-exempt mission.
unrestricted gift, a gift made without any restrictions.
unrestricted net asset, a resource accessible for the operational use of an organization.
unrestricted-designated, adj. of or referring to net assets that are set aside in a reserve as designated by a governing board.
update, v. t., n. -v.t. to make current, often by adding, deleting, or otherwise altering material on the master file of donor records. --n. la the act of updating. lb information that has been made current. 2 a new release of a brand of computer software, usually showing minor changes.
upgrade, v. t., n. --v.t. 1 to increase or attempt to raise the level of donor giving. 2 to alter the configuration of a computer to increase its computing power. --n. 1 donor upgrade. 2 a new release of a brand of computer software, containing usually major changes.
uplink, n. the connection for transmitting signals from a ground station to a communications satellite or aircraft.
upload, V. to transfer a program or file from one system in a computer network to be processed by one higher in the control hierarchy.
user-friendly, adj. (said of computer software), designed with commands and instructions that are quick to learn and easy to understand.
value, n. 1 the qualitative or quantitative worth of property, goods, or services. 2 referring standards, principles, qualities, traits, or positions that are perceived as valuable.
variable annuity, an annuity providing lifetime payments that vary according to the investmentís performance.
vendor, n. anyone who sells a product or service.
venture capital, 1 funds donated to a particular project with significant potential but without guarantee of success. 2 noncollateralized capital or individual savings, invested in the hopes of a profit but without the guarantee of success.
verbal pledge, an oral promise to make a donation that is only binding when followed a signed pledge.
vest, vt. 1 to bestow ownership of property upon a person. 2 to grant authority, power, or absolute right.
vice-chair, n. an officer of an organization who is next in command after the chair and who substitutes when the chairman is absent.
vice-chairman, n. vice-chair.
vice-chairperson, n. another term for vice-chairman or vice-chairwoman that is gender-neutral.
vice-president, n. an officer of an organization just below a president in the power hierarchy.
victory celebration, any event for the leaders of a campaign following its successful completion.
video conference, a conference made using the media of video.
video conferencing, a version of teleconferencing in which television sets are linked through a network, allowing people in different locations to see and hear whichever of them is speaking at the time.
video news release, a pictorial news release distributed on videotape, with or without spoken commentary.
videodisc, n. a storage medium for digital video data that can be interpreted by a laser beam.
videophone, n. a telephone combined with a television camera and screen so that voice and sight of the two parties can be received at each end. --videophonic, adj.
videotext, n. a two-way electronic communication system in which data are transmitted in the form of text and graphics by linking television sets to a computer network, usually by telephone, so that the data can be viewed on the television screen.
virus, n. a computer program designed to sabotage or impair a computer system by causing itself to its data into other parts of the system, often destroying other data in the process.
vision statement, a statement that describes what an organization can and should become at some future time.
visiting committee, a group of prestigious and influential volunteers who are recruited to counsel and develop support for an organization, cause, or program. Although the visiting committee has no plenary or legal jurisdiction over the policy or personnel of the organization, the prestige and experience of its members may influence policy and program decisions.
voice mail, 1 a voice messaging system. 2 a message sent or received by a voice mail system.
volunteer, v.i. , n. --v.i. to work without pay in behalf of an organization, cause, benefit, etc. --n. one who volunteers.
wallet envelope, a contribution envelope that has a large flap to be used for giving information about a requested contribution.
Web, World-Wide Web.
white mail, an envelope containing a donation that arrives in a sender's own envelope rather than a business-reply envelope.
widow's mite, a type of sacrificial gift.
will, n., v. t. --n. a legally executed, written statement of an individualís wishes about what is to be done with the person's property after his or her death.
with the donor's contribution being distributed within 21/2 months after the end of the year in which the contribution was made. -n. anything that distributes all acquired income.
worker, n. a volunteer.
working capital, funds available to pay current operating expenses.
World-Wide Web, an electronic system, connected with the Internet that allows the viewer to see images and text hear sound.
year-end gift, a gift made sometime during the last two months of a calendar year.
zero-based budgeting, a method in which the budget of an organization, government, etc., is reevaluated without regard to any previous yearís budget.
zero-coupon bond, a bond that doesnít pay any interest to its holder until it matures or is sold.
zip code, a five digit number corresponding to a mail delivery zone, that was started by the U.S. Postal Service for faster mail sorting and delivery.
zip plus four, a zip code plus four additional numbers, used to further identify an address.
Org: The NonProfit Online Resource