CASE Annual Conference for Development Researchers

RESEARCHING FOUNDATION AND CORPORATE GIVING PROGRAMS
 

Presented by

Nancy Ellis Taylor
Associate Dir./Devel.. Research, USC
netaylor@usc.edu

Katharine Fultz
Senior Research Analyst, UCLA
Katef@support.ucla.edu





I. The Basics - Foundations vs. Corporations

        A. Foundations

            1. Types
                Sample Research Report Form
               http://www.usc.edu/source/FdnForm.html

            2. Special Cases

        B. Corporations

            1. Private vs. Public
                Sample Research Report Form
               http://www.usc.edu/source/CorpForm.html

            2. Foundations vs. Sponsorship

II. Research Resources

        A. Foundations

            1. Web Freebies

                CA Registry of Charitable Trusts site (for the state filing forms)
               http://justice.hdcdojnet.state.ca.us/charity/charity.taf

                Foundation Center
               http://fdncenter.org/

                Guidestar
               http://www.guidestar.org/

                Exempt Organization search (to find how an organization is classified according
                to the IRS)
               http://www.irs.ustreas.gov/bus_info/eo/eosearch.html

             2. Pay-Per-View

        B. Corporations

            1. Web Freebies

                NETSource
               http://www.usc.edu/source/
                NETSource Corporate Internet Research Webliography
               http://www.usc.edu/source/CorpFdn.htm

            2. Pay-Per-View

                Corporate Sponsorship Research Bibliography
                http://www.usc.edu/source/talkbib2.htm

III. Front-Line Research

        A. The Power of Contact Reports

        B. The Research Team

IV. Questions