1101 15^th Street, NW, Suite 200, Washington DC 20005

Telephone: 877-536-1245/ Fax: 202-478-0910

 

 

 

 

 

 

Conference/ Seminar Lectures,

Key Note Addresses,

 and Book Signing Opportunities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 
Conference/ Seminar Background Information:            
 
Name:                        Theodore R. Hart, ACFRE                                               
 

Title:                           President and CEO
 
Organization:          ePhilanthropyFoundation.Org
 

Address:                   1101 15^th Street, NW, Suite 200                          
 

City:                           Washington             DC                              Zip      20005
 

Phone:              877-536-1245         Fax: 202-478-0910
 

E-mail:             tedhart@ephilanthropyfoundation.org
 
 

General Information:
 
Fees:            $750 honorarium, airfare and hotel accommodations appropriate to the location of the event. (If same day travel is possible, an attempt to book will be made, every possible measure will be taken to obtain lowest airfare prices.) Travel originates from BWI or DCA airports.
 

Material:      Originals of handout material will be provided; copies are the responsibility of the host organization.  
 

Audio/Video: An LCD projector must be provided by the host organization. Speaker will provide the laptop computer needed by the LCD projector. A lavaliere microphone is required if the audience is expected to be more than 200 people.
 
 

Additional:      The speaker is very interested in the success of the proposed program and is available to do any interview or other promotional activities prior to the event that might aid in the promotion of the event (mutually agreeable). In addition if the program is scheduled for less than 3 hours, the speaker is also willing to spend additional time with interested parties in an extended Q & A session, sit down discussion group or other appropriate setting to add value to the host.
 
 

Further Information:
 
·         FREE copies of the ePhilanthropy Code of Ethics and the Tips for Online Giving will be provided to conference planners to be included in conference attendee packets. Unless otherwise negotiated, the distribution of the Code of Ethics is a prerequisite to booking the speaker.
 
·        $25 off certificates (sample attached) can be provided for conference attendees to be used toward future online ePhilanthropy education courses. For more information go to http://www.nonprofitlearning.com/ephil or contact us and request an eLearning Briefing.
 
 
Sample Lecture Briefing:
 
ePhilanthropy: It’s Much More Than Raising Money
 
Presented by:
Theodore R. Hart, ACFRE
President and CEO
ePhilanthropyFoundation.Org
 
Presented by one of the professions best-known experts in ePhilanthropy (Theodore R. Hart, ACFRE), President of the ePhilanthropy Foundation.Org. This session offers an introduction to the ePhilanthropy Code of Ethics, the ten fundamentals of fund raising on the Internet and Tips for Online Giving. This session will prepare development officers and other key nonprofit administrators to make best use of the Internet to build community, communicate with supporters and raise funds online. This session is a must for everyone currently engaged on the web and those who are thinking about it.
 
Approximate run time: 75- 90 minutes
 

 
 
 
 
 
 
 
 
 
Other topics currently available:
 
1.      Making Effective Presentations (75- 90 minutes)
2.      Ethical Fundraising Online (75-90 minutes)
3.      Tips For Online Giving (75-90 minutes)
4.      The Ten Rules of ePhilanthropy Every Nonprofit Must Know (75-90 minutes)
5.      Building a Powerful Board that can Raise Funds (1/2 day workshop) 
6.      Building a Powerful Board that can Raise Funds (Full day workshop)
7.      Putting the Donor First: Donor Service Excellence (1/2 day workshop) 
8.      Putting the Donor First: Donor Service Excellence  (Full day workshop) 
9.      The Finances of Fundraising: Working with your CEO (75-90 minutes)
10. The Finances of Fundraising: Working with your CEO  (1/2 day workshop) 
11.Effective Use of Electronic Screening in Major Gift Prospect Management  (75-90 minutes) 
12.   Ethical Decision Making (75-90 minutes)
 
 
(Lecture briefings will be provided for these topics upon request)
 
 
 
 
 
 
 
Speakers Fees:
 
Run Time 75-90 minutes = $750
Run Time ½ Day (2.5-4 hours) = $1100
Run Time Full Day (5.5 – 7 hours) = $1500
 
 
 
 
 
 
 
 
 
 
 
 
Keynote Address:
 
“Spirit of September 11^th: Our Focus For The Future”
 
Presented by:
Theodore R. Hart, ACFRE
President and CEO
ePhilanthropyFoundation.Org
 
Presented by one of the professions best-known experts in ePhilanthropy (Theodore R. Hart, ACFRE), President of the ePhilanthropy Foundation.Org. This keynote address offers both concrete advice for succeeding online and off line as well as an inspiring look into lessons to be learned in the post-September 11^th world.
 
 This keynote address stresses the importance of volunteerism, and celebrates philanthropy. Mr. Hart says “ It is clearer today than ever before that without volunteerism, advocacy and donations we would not have a society… that continues to make us the envy of the entire world.”
 
Today we are united as we celebrate philanthropy!
 
 
Approximate run time: 30-40 minutes
 
 
     
          Theodore R. Hart, ACFRE
                                              President and CEO
                                              ePhilanthropyFoundation.Org
 
Speaker Fee:
Keynote Address = $750
 
 
Speaker Information:
 
 
 

THEODORE RICHARD HART, MPA, ACFRE

Speaker Biographical Sketch
 
            Ted Hart is Founder and President of the new international ePhilanthropy Foundation (http://www.ephilanthropyfoundation.org), dedicated to the fostering the use of the Internet for philanthropic purposes.  Hart is also President of the fund raising consulting firm Hart Philanthropic Services Group headquartered in Columbia, MD.
(http://www.hartphilanthropic.com)
 
            Hart has most recently served CEO of the University of Maryland Medical System Foundation, where he had a duel appointment as the Executive Director and Chief Development Officer where he headed the Office of Philanthropy and Development at the private University of Maryland Medical System in Baltimore, MD.  
 
            Until 1998 he served as Chief Development Officer for Johns Hopkins Bayview Medical Center in Baltimore, MD. From 1989-1994 Hart served as V.P. and Chief Development Officer for Lakeside Health System, Inc. outside Rochester, NY, he had a dual appointment as Executive Director of the Lakeside Foundation, Inc.
 
            He has been certified as a fund-raising executive (CFRE) by the Association of Fundraising Professionals (AFP) and was certified by the Association for Healthcare Philanthropy (CAHP). He has presented a full day workshop, at every AFP international fund raising conference hosted by NSFRE since 1990. In addition to the Fund Raising Day in Hawaii in 1996 & 1997, he has spoken at many local and regional conferences.
 
            Hart serves on the Association of Fundraising Professionals’ International Board of Directors. Prior to that he served for six years on the AFP Foundation Board and served as that organization’s Treasurer. In 1994 he served as secretary for the Association of Healthcare Philanthropy's Region III. He has served as a member of the AFP - Maryland and Genesee Valley Chapters’ Boards of Directors, and now serves as Immediate Past President of the Maryland Chapter.  Hart was chosen to attend the 1996 Executive Leadership Institute (ELI), in 2000 he was chosen for the Faculty Training Academy. Hart serves as Treasurer of the Open Philanthropy eXchange (OPX) Forum (http://www.opxinfo.org).
 
            Hart is author to several published articles, an editor of the new book Fundraising On The Internet: The ePhilanthropyFoundation.Org’s Guide To Success Online, and a contributing author to the upcoming book Achieving Excellence in Fund Raising Second Edition scheduled for release in 2003. He is currently an adjunct faculty member to the Fund Raising Management Program at Goucher College in Maryland.
 
            Hart resides with his daughter Sarah Grace and son Alexander Michael in Columbia, MD.
 
Book Signing Information:
 
When the speaker is booked the conference planners have the option of scheduling a book signing. These deep discounts are available to conference and seminar planners ONLY.
 

 

Fundraising on the Internet: The ePhilanthropyFoundation.org's Guide to Success Online, 2nd Edition
Edited by Mal Warwick, Theodore R. Hart , Nick Allen
 
 
Conference/ Seminar/ Author Speaking Engagements Resell Discounts

 
This information is provided as a courtesy, all orders and questions must be referred to Jossey-Bass Publishers  
 

List Price: $29.00
Paperback - 256 pages 2 edition (November  2001)
John Wiley & Sons; ISBN: 0787960454
 
Description:
A timely guide that gets beyond the hype and hyperbole to answer the "now what" questions after the Internet crash and September 11 tragedies. This new book offers a primer on e-philanthropy and a comprehensive overview of the many potential uses of e-mail and the Internet. In a friendly style, the authors provide all the critical hands-on information fundraisers need to know, including information on building relationships, researching, recruiting and renewing donors, outsourcing services, promoting your Web site, evaluating success online, and the future of Internet fundraising.

 
1.      Discounts.  The Reseller will receive the following discounts off the list price of the publication at the time the order is placed:
 
Title Discounts (Note: These Discounts are For Resellers of This Book ONLY)                                                                                                                                  
1-4 copies 20%    ($23.20 per copy)                                                 
5-25 copies 40%  ($17.40 per copy)
26-99 copies 46%                 ($15.66 per copy)
              100 plus copies 50%              ($14.50 per copy)
 
Discounts are based on the number of copies of each title ordered.
 
2.      Returns.  All discounts are based on a “no returns” policy (except for incorrect or damaged shipments). 
 
3.      Prices.  Discounts are based on current list prices, which are subject to change without prior notification.  Please contact Account Representative for current prices.
 
4.      Terms and Shipping.  All orders are billed net 30 days, and shipped F.O.B. from our distribution center in Somerset, New Jersey.  If you prefer, we will drop ship the books directly to your customers and send you the invoice.  In addition to the cost of shipping, there is a $1.95 service charge per destination for multiple drop shipments.
 
5.      Sales tax will be charged unless you provide us with a copy of your Resale/Exemption Certificate.
 
6.      For Conference/ Seminar Orders/author speaking engagements.  Please contact:      
 
Denise Carrigg   
dcarrigg@josseybass.com
                                    Jossey-Bass Publishers Reseller and Catalog Sales
989 Market Street
San Francisco, CA 94103-1741
800-956-7339  ext 3210
direct 415-782-3210
1-888-541-2665 fax
 
 
 
 
 
 
Arrangements can be made for pre-sale or after conference sales of autographed copies. Contact the ePhilanthropy Foundation for details:
 
 
ePhilanthropyFoundation.Org
1101 15^th Street, NW, Suite 200, Washington DC 20005
Telephone: 877-536-1245
Fax: 202-478-0910
 
books@ephilanthropyfoundation.org                 
 
 
 
 
 
 
 
 

ePhilanthropy

Code of Ethical

Online Philanthropic Practices
 
The ePhilanthropy Foundation exists to foster the effective and safe use of the Internet for philanthropic purposes.  In its effort to promote high ethical standards in online fundraising and to build trust among contributors in making online transactions and contributions with the charity of their choice, this code is being offered as a guide to all who share this goal. Contributors are encouraged to be aware of non-internet related fundraising practices that fall outside the scope of this Code.
 
Ethical Online Practices and Practitioners will:
 
Section A: Philanthropic Experience
1.        Clearly and specifically display and describe the organization’s identity on the organization’s Web site;
2.       Employ practices on the Web site that exhibit integrity, honesty, truthfulness and seeks to safeguard the public trust; 
Section B: Privacy and Security 1.                    Seek to inspire trust in every online transaction;
2.                    Prominently display the opportunity to have their names removed from lists that are sold to, rented to, or exchanged with other organizations;
 
3.                    Conduct online transactions through a system that employs high-level, security technology, to protect the donor’s personal information;
4.                    Provide either an 'opt in' or 'opt out' mechanism to prevent unsolicited communications or solicitations by organizations that obtain email addresses directly from the donor, and require the "opt in" mechanism before the donor's email address may be sold, transferred or otherwise distributed to a third party for communication, advertising or promotion purposes;
5.                    Protect the interests and privacy of individuals interacting with their website.
    Section C: Disclosures 1.        Disclose the identity of the organization or provider processing an online transaction;
2.        Guarantee that the name, logo and likeness of all parties to an online transaction belong to the party and will not be used without express permission;
3.       Maintain all appropriate governmental and regulatory designations or certifications.
Section D: Complaints 1.        Provide protection to hold the donor harmless of any problem arising from a transaction conducted through the organization’s website;
2.       Promptly respond to all customer complaints and to employ best efforts to fairly resolve all legitimate complaints in a timely fashion.
Section E: Transactions 1.        Insure contributions are used to support the activities of the organization to which it was donated.
2.        Insure that legal control of contributions or proceeds from online transactions are transferred directly to the charity or expedited in the fastest possible way.
3.        Companies providing online services with charities will provide clear and full communication with the charity on all aspects of donor transactions including the accurate and timely transmission of data related to online transactions.
4.        Stay informed regarding the best methods to insure the ethical, secure and private nature of online ePhilanthropy transactions;
5.        Adhere to the spirit as well as the letter of all applicable laws and regulations, including but not limited to charity solicitation and tax laws;
6.        Insure that all services, recognition and other transactions promised on a Web site, in consideration of gift or transaction,  will be fulfilled in a timely basis.
7.      Disclose to the donor the nature of the relationship between the organization processing the gift or transaction and the charity intended to benefit from the gift.

 

Reprinted with permission from the

ePhilanthropyFoundation.Org ã2001

Approved:  November 12, 2000

Revised: January 25, 2001

 
 

1101 15^th Street, NW, Suite 200, Washington DC 20005

Telephone: 877-536-1245/ Fax: 202-478-0910
 

ePhilanthropy Foundation’s Tips For Online Giving
 
The Internet can provide generous Americans with a wide range of opportunities to help others -- quickly and easily. To help ensure that your gift doesn't go to the wrong organization and to help ensure that gift goes directly to the organization you want to support, here are 10 tips for online giving that will help ensure your online giving is safe and secure. These tips are based on its ePhilanthropy Code of Ethical Online Philanthropic Practices:
 
Online Giving Tip #1:    Know Your Charity  
Make sure you have the exact name of the organization. Some charities or charity websites have names that sound similar and you need to make sure it’s a legitimate nonprofit. Before you give online you should be familiar with the name and reputation of the charity you intend to support. If in doubt check with your local United Way or Community Information Center, they may be familiar with the charity.
 
Online Giving Tip#2:     Give to Legitimate Charities  
Only give to charities recognized by the appropriate governmental body in their respective country. Look for the charity to explain their tax-exempt nonprofit (NGO) status in a FAQ or similar area of their website. You should also be aware that some advocacy organizations are not allowed by law to issue tax deductible receipts, you may still wish to support their work, however our advice is to understand before you make the gift what type of tax receipt you can expect.
 
Online Giving Tip #3:    Feel Free To Ask Questions  
Any legitimate charity seeking your support via the Internet or off line, will give you ample opportunities to ask questions and to learn about their mission. In the US you can learn a lot about a charity by ask for the document the charity files with IRS each year called the 990 Form. Nonprofit organizations are required by law to provide this information when asked. If you prefer you can find a copy already posted online at http://www.guidestar.org.
 
Online Giving Tip #4:   Give Safely  
Make sure the charity site uses encryption technology that ensures appropriate security for online donations and data transmission. Before entering any information you consider sensitive (i.e. credit card number, personal identification data, etc), verify that the page requesting your credit card information is secure (encrypted). The letters https:// - rather than http:// - should precede the page's URL and/or there should be an unbroken key or padlock symbol located in the corner of the web browser. If in doubt contact the charity by telephone or by email before you provide the information online.
 
Online Giving Tip #5:    Consider Giving Directly  
The Internet provides tremendous opportunities to support the charity of your choice directly. Don’t get taken by “charity” or “someone is in need” chain letters. E-mails that claim money will go to a specified charity each time the message is forwarded are not true. If your charity does not provide online giving opportunities at their website, consider giving through http://www.helping.org which provides all registered charities in the U.S. the ability to receive online donations.
 
Online Giving Tip #6:    Demand Privacy  
Check for a privacy policy concerning the use of your name, e-mail address or other personal information.  Don’t disclose personal information, such as your address, telephone number, social security number, or e-mail address—unless you know who’s collecting the information and how they plan to use it.  
 
Online Giving Tip #7:    Keep Records  
Print a copy of the final confirmation screen that appears when you have made your gift. In addition, keep a copy of your charitable gift confirmation email for your records. If you do not receive a confirmation of the gift by email (and in most cases by mail as well), do not give to that charity online again, until you are certain they have brought their online solicitation policies inline with these tips. In such cases, contact the charity to make sure they received your gift and request confirmation of the gift.
 
Online Giving Tip #8:    Look For Contact Information  
A reputable charity will make certain contact information is readily available in case you need assistance with questions, problems, or service. The charity should provide one or more ways to reach them off line as well as communicate with them directly online. Look for the charity’s contact address, telephone, email address, etc.
 
Online Giving Tip #9:    Know How Your Money Will Be Used  
The Internet provides charities with an opportunity to share more of their work with you the donor. You should be able to learn how the charity you contribute to plans to use the money you give to help others and fulfill their mission. If you are not certain how the charity will use your charitable gift, ask!
 
Online Giving Tip #10: Request Regular Information  
Your favorite charity should provide you an opportunity to hear about their work regularly. On their website or through email updates the charity should provide information about how they fulfill their stated mission. These updates should be received on a regular basis and should not be tied only to requests for contributions.
 
 
 
 
 
 

Reprinted with permission from the ePhilanthropyFoundation.Org ã2002
 
 
 

SAMPLE

 

$25 OFF ePhilanthropy Online Training
 
 
 
o       o
 
 
 
o        o 
 
 
 
Once you have paid for and completed the course of your choice you can fax or mail this certificate in to receive your $25 off rebate.
 
NOTE: Check The Course Completed Above  
Make Check Payable to: ________________________________________________
Requester’s Name: _______________________________ Title_________________
Company:  ___________________________________________________________
Address:  _____________________________________________________________
City:                       ______________State: __ Zip Code: _______
Telephone #:           _____________  Email:__________________________________
 
If you have any questions, please contact the ePhilanthropy Foundation at:
 
(           Phone: 877-536-1245.
Ê            Fax: 202-478-0910
™           elearning@ephilanthropyfoundation.org
-          ePhilanthropyFoundation. Org
              1101 15^th Street, NW Suite 200
                                                                       Washington, DC 20005
 
Go Online To:  http://www.nonprofitlearning.com/ephil