Fundraising, Management Issues/Expert Profile

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Annual fund, direct mail, capital campaigns, consultants, major gifts, fund-raising planning, case statements, prospect research,

Experience in the area

41 years as senior development officer of significant recognizable institutions in education, health-care, academic medical centers, colleges, universities, churches, synagogues and general fund-raising consulting.


Jossey-Bass Series on Fundraising


BA, University of the South, Sewanee, TN Graduate study in political science, Emory University, Atlanta, GA

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Patricia10/08/14101010Under our state law "there is no .....
van10/30/13101010Thank you very much. Your insight helps .....
Lynn09/19/11101010Wonderful help with a frustrating issue. . .What .....
Linda03/03/10101010I want to thank you very much .....

Recent Answers from Steve Wilkerson

2014-10-08 Bicentennial Celebration fund-raising:

1.  Why does Town Board approval mean you can't solicit funds for your project?    2.  If no tax deduction is involved your bank can set up a fund for you under a DBA.  If some will want the deduction

2010-06-12 501 c 4:

If the fundraising is for its purposes I don't think there is a problem but "fundraiser" is a pretty generic term and there may be things it would not be wise to do.  There are all kinds of things it can

2010-05-11 fundraising for our lodge.:

My computer has been in the shop.  I sent you an answer on my Blackberry but apparently that didn't work.    I am not sure what you mean by "lodge."  If the IRS recognizes it as a 501c3 or one of the other

2010-03-02 Tax issues with fundraising:

I don't think its a problem, given that you are both doing the same things but if I were concerned, as you and your accountant seem to be, I think your documentation would get you through this easily.

2010-03-02 Tax issues with fundraising:

You are technically vulnerable, i.e. there may be some item in the IRS Code--a huge document--that you've violated but from what you've written to me, I don't think you need to lose any sleep.  The IRS


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