release 2 - council on foundations · this nmat project has been funded in part by the council on...

A Guide to Using Community Foundation Tools

Release 2.0

Community Foundation Portfolio Tools for Giving

Licensing information . . . . . . . . . . . . . . . . . . . . . . . . . . 2Portfolio at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Part One: portfolio tools

Development briefs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Product sheets

Core Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Charitable Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Charitable Instruments . . . . . . . . . . . . . . . . . . . . . . . . 8Charitable Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Website content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10Advisor ads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Customizing ads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Part Two: customizing and producing tools

Software requirements . . . . . . . . . . . . . . . . . . . . . . . . .14Creating custom sets of tools . . . . . . . . . . . . . . . . . . . .15Customizing your tools . . . . . . . . . . . . . . . . . . . . . . . . .16Production guidance . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Using a local print vendor . . . . . . . . . . . . . . . . . . . . .18Requesting a print quote . . . . . . . . . . . . . . . . . . . . .19Printing at your local office . . . . . . . . . . . . . . . . . . . .20

Placing ads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21Photographs: quick reference . . . . . . . . . . . . . . . . . . . .22Using rights-protected images . . . . . . . . . . . . . . . . . . . .23

Portfolio evaluation

Feedback form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Contents

The National Marketing Action Team (NMAT) is a joint effort of the CommunityFoundations Leadership Team of the Council on Foundations (the Council or COF) andCommunity Foundations of America (CFA). NMAT is charged with providing strategicleadership to increase and strengthen the national and local presence of communityfoundations by identifying key target audiences and implementing effectivecommunications strategies, activities and programs.

This NMAT project has been funded in part by the Council on Foundations’ CommunityFoundations Leadership Team, Community Foundations of America, CommunityFoundations R&D Incubator, Ford Foundation, W.K. Kellogg Foundation, KnightFoundation, The Kresge Foundation, Lilly Endowment, Charles Stewart Mott Foundation,Northwest Area Foundation and The David and Lucile Packard Foundation.

© 2006 Council on Foundations and Community Foundations of America

For technical assistance on community foundation portfolios, please contact your local graphic design/production resource, or e-mail [email protected].

For more information about community foundation portfolios and all National Marketing Action Team activities and products, please visit CFMarketplace.org.


- 2 -

Licensing information

Electronic files released as part of the CommunityFoundation Tools for Giving Portfolio areproducts of the National Marketing Action Team(NMAT) and are copyright 2006 by the Council onFoundations (“the Council” or “COF”) and CommunityFoundations of America (CFA). By installing, copying,downloading, accessing, or otherwise using thisProduct (as defined herein), you agree to be boundby the terms of this Software License Agreement (the“Agreement”). If you do not agree to the terms of thisAgreement, you may not access, use, transfer, orcopy the Product.

1. License. The Tools for Giving Portfolio files provided byNMAT to you with this Agreement contain computersoftware, which may also include “online” or electronicdocumentation and other materials (together called the“Product”). Upon your acceptance of the terms of thisAgreement, NMAT, the Council, and CFA hereby grant toyou a non-exclusive license to use the Product inaccordance with the terms and conditions of thisAgreement.

2. Permitted Uses. Subject to the restrictions contained inthis Agreement, you may make, install, and customize areasonable amount of copies of the Product for yourinternal use. However, each full or partial copy of theProduct you make must contain all trademark, copyright,and proprietary information notices contained in the originalProduct. Customization and editing of the Product isallowable, as long as alterations do not substantiallychange the meaning or intent of the messagescommunicated. The Product is for use solely by communityfoundations.

3. Prohibited Uses. Except as expressly authorized herein,you agree not to rent, lease, assign, transfer, modify, ormerge the Product, in whole or in part, in any wayprohibited by law. An entity that is not a communityfoundation shall not be permitted to use the Product.

4. Copyright; Trademarks. All title, copyright, and intellectualproperty rights in and to the Product, and the accompanyingmaterials, are owned by the Council and CFA or its suppliers.All rights not expressly granted under this Agreement arereserved by the Council and CFA and its suppliers.

5. Term. Your license shall terminate immediately in the eventthat you fail to comply with any of the terms or conditionscontained herein. The Limitations of Warranties and Liabilityset out in Section 6 below shall continue in force even afterany termination.

6. Limitation of Warranty and Liability. The Council andCFA do not warrant that the Product is error-free. TheProduct is provided on an “as-is” basis, without any otherwarranties or conditions, expressed or implied. The entirerisk as to the results and performance of the Product isassumed by you. Neither the Council nor CFA shall have anyliability to you or any other person or entity for any indirect,incidental, special, or consequential damages whatsoever.As with any external communication, it is advisable for yourlegal counsel to review all materials prior to distribution oruse. The Council and CFA’s maximum aggregate liability toyou and that of NMAT’s dealers and suppliers shall belimited to the replacement of the Product.

7. Miscellaneous. This Agreement is the completeAgreement among the parties and supersedes andreplaces all prior negotiations and agreements withrespect to the subject hereof. If any provision hereof isheld to be unenforceable, this Agreement shall beconstrued without such provision. This Agreement shallbe governed by and construed in accordance with thelaws of the District of Columbia without regard to itsconflict of law principles. This Agreement may beamended only by a written document executed by dulyauthorized representatives of both the Council and CFA.

THIRD-PARTY LICENSING AND COPYRIGHT INFORMATION

PhotosPhotographs released in this portfolio are all royalty-free images,purchased for use solely in conjunction with the layouts and materialsprovided in this portfolio. They may not be shared, copied, resized,manipulated, or redistributed for any other purposes. At no time is auser allowed to employ the images of one file in another independentfile. License for these images is limited to those layouts in which theyare supplied.

FontsAs copyrighted material, fonts cannot be legally provided in thisportfolio for distribution purposes. To purchase a copy of thePostScript® Type 1 Font Format used in these layouts (Minion and News Gothic), please contact the manufacturer of these fonts,Adobe® Systems Incorporated. To view fonts online andorder/download them, visit www.adobe.com/type.Please see page 14 for details.

Layout softwareSome tools in this portfolio have been created in QuarkXPress™version 6.5 for Macintosh® OS. QuarkXPress for Macintosh OS andQuarkXPress for Windows® can read each other’s files, so you caneasily transfer documents between the two platforms. However, you must use the identical versions of your fonts on both systems to ensure that your formatting does not change. Adobe, Acrobat,Reader, and Postscript are registered trademarks of Adobe SystemsIncorporated in the United States and/or other countries. Quark and QuarkXPress are trademarks of Quark, Inc. in the United Statesand/or other countries. Microsoft, Windows, Windows 2000, Windows XP, PowerPoint, and Word are trademarks and/orregistered trademarks of Microsoft Corporation in the United Statesand/or other countries. Macintosh is a registered trademark of AppleComputer, Incorporated in the United States and/or other countries.All other trademarks are the property of their respective owners. Any omission of such trademarks from any product is regretted and is not intended as an infringement on such trademarks.


- 3 -

Development Briefs (for internal use only)Product sheets

Portfolio at a glance

Website Content

Core Tools• About Our Community Foundation overview• Charitable Funds• Charitable Instruments• Endowment• Comparing Four Approaches to Giving

Charitable Funds• Donor Advised Fund (General Audience)• Donor Advised Fund (Families)• Donor Advised Fund (Businesses)• Unrestricted Fund• Field of Interest Fund• Scholarship• Designated Fund (Donors)• Designated Fund (Nonprofit Organizations)• Supporting Organization

• Helping Donors GiveReal Estate

• Gifts of Appreciated Stock• Planned Giving• Designated Funds• Supporting Organizations

• Core messages• Charitable Funds• Charitable Instruments• Charitable Assets

Charitable Assets• Gift of Real Estate• Gift of Appreciated Stock• Gift of Life Insurance• Charitable Beneficiary Designation

Charitable Instruments• Bequest by Will• Charitable Gift Annuity• Charitable Remainder Trust• Charitable Lead Trust

Advisor Ads

• Your client wantsto give back…

• Eliminateyour client’sheadaches…

Part Oneportfolio tools



- 5 -

Development briefs

These five development briefs are intended as internalknowledge resources that will help your communityfoundation staff market specific offerings. Use theseto help shape marketing strategy and consider yourcommunity foundation’s policies for the following waysof giving:

• Supporting Organizations

• Designated Funds

• Planned Giving

• Gifts of Real Estate

• Gifts of Appreciated Stock

Supporting Organizations: AnEffective and Efficient Alternativeto Private Foundations

File name: TG6_SObrief.pdf

Designated Funds: BoostingSustainability for the NonprofitCommunity

File name: TG6_DFbrief.pdf

Planned Giving: Building aCommunity’s Future

File name: TG6_PGbrief.pdf

Helping Donors Give Real Estate:Real Challenges. Real Potential.

File name: TG6_REbrief.pdf

Gifts of Appreciated Stock:Turning Stock Market GainsInto Community Good

File name: TG6_ASbrief.pdf


- 6 -

Core Toolsproduct sheets

These materials provide overviews of basic communityfoundation offerings and benefits.

About Our Community Foundation: Describes the distinctbenefits and value of your local community foundation (note: this tool must be customized with your localinformation).

Charitable Funds: Briefly describes how donors can tailortheir giving by contributing to Donor Advised, Unrestricted,Field of Interest, Scholarship, and Designated Funds, as wellas Supporting Organizations.

Charitable Instruments: Highlights the most commongiving methods accepted by community foundations—outright gift, bequest by will, charitable gift annuity, charitableremainder trust, and charitable lead trust.

Endowment: Explains the concept of endowment aswell as the opportunities it presents to donors.

Comparing Four Approaches to Giving: Geared towardinternal community foundation staff and professionaladvisors; compares four approaches to giving: communityfoundation Donor Advised Fund, Commercial Gift Fund,Community Foundation Supporting Organization, and private foundation.

Charitable Funds Overview

File name: TG1_CFoverview.zip,TG1_CFoverview.pdf

Charitable Instruments Overview

File name: TG1_CIoverview.zip,TG1_CIoverview.pdf

Endowment

File name: TG1_endow.zip,TG1_endow.pdf

Comparing Four Approachesto Giving

File name: TG1_compare.zip,TG1_compare.pdf

About Our CommunityFoundation

File name: TG1_aboutCF.zip,TG1_aboutCF.pdf(prints two sides)


- 7 -

Charitable Fundsproduct sheets

These Tools for Giving product sheets explain communityfoundation products in clear, concise, consistent language.Advisors can be given quantities of these sheets, so theycan use one or two specific product sheets with theirclients. Prospective donors may receive one or two Toolsfor Giving sheets along with a personal letter tailored totheir particular interests and values for simple—yetspecific—communications.

See “Creating custom sets of tools” on page 15 of thisdocument for ideas. Unrestricted Fund

File name: TG2_unrestrict.zip,TG2_unrestrict.pdf(prints two sides)

Field of Interest Fund

File name: TG2_FOIfund.zip, TG2_FOIfund.pdf(prints two sides)

Donor Advised Fund(for general audiences)

File name: TG2_DAFgen.zip,TG2_DAFgen.pdf(prints two sides)

Donor Advised Fund(for businesses)

File name: TG2_DAFbiz.zip, TG2_DAFbiz.pdf(prints two sides)

Designated Fund (for donors)

File name: TG2_DFdonor.zip,TG2_DFdonor.pdf(prints two sides)

Scholarship

File name: TG2_Scholarship.zip,TG2_Scholarship.pdf(prints two sides)

Designated Fund(for nonprofit organizations)

File name: TG2_DFnpo.zip,TG2_DFnpo.pdf(prints two sides)

Donor Advised Fund(for families)

File name: TG2_DAFfam.zip, TG2_DAFfam.pdf(prints two sides)

Supporting Organization

File name: TG2_Supportorg.zip,TG2_Supportorg.pdf(prints two sides)


- 8 -

Charitable Gift Annuity

File name: TG3_annuity.zip, TG3_annuity.pdf(prints two sides)

Charitable Lead Trust

File name: TG3_leadtrust.zip, TG3_leadtrust.pdf(prints two sides)

Charitable Instrumentsproduct sheets

These Tools for Giving product sheetsexplain specific giving methods or ways tocontribute through community foundations.

As with Charitable Funds product sheets,Charitable Instruments sheets should begiven to advisors and prospective donors in custom sets, suited to their needs. See page 7 of this document for moreinformation.

Charitable Remainder Trust

File name: TG3_remaintrust.zip, TG3_remaintrust.pdf(prints two sides)

Bequest by Will

File name: TG3_bequest.zip,TG3_bequest.pdf(prints two sides)


- 9 -

Charitable Assetsproduct sheets

A community foundation’s ability to accept a variety ofassets makes it an attractive charitable option.

These Tools for Giving product sheets explain and highlightbenefits associated with giving three popular types ofassets through community foundations.

See page 15 to get ideas for using these sheets withcustom sets of tools you give to advisors and prospects.

Gift of Real Estate

File name: TG4_realestate.zip, TG4_realestate.pdf(prints two sides)

Gift of Appreciated Stock

File name: TG4_appstock.zip, TG4_appstock.pdf(prints two sides)

Gift of Life Insurance

File name: TG4_lifeinsur.zip, TG4_lifeinsur.pdf(prints two sides)

Charitable Beneficiary Designation

File name: TG4_beneficiary.zip, TG4_beneficiary.pdf(prints two sides)


- 10 -

Website content

This Microsoft Word® document provides yourcommunity foundation a source of content that isconsistent with the Tools for Giving product sheetsin language and messaging. It is intended to enrichthe “Ways to Give” section of your website andsupport consistency among the tools you use withtarget audiences. Portions of this document arehotlinked to other segments, providing a samplestructure for this section of your site. You maychoose to preserve these links in your actual webpage layout for clarity.

The web content document provides a great dealof information—considering the needs andpreferences of your prospects and advisors, youcan choose to incorporate a small or largeamount of it. The in-depth web copy can easilybe shortened by eliminating one or two levels ofdetail or editing in other ways.

Website content

File name: TG5_webcontent.doc

Example layout of web content


- 11 -

Advisor ads

These ads are designed to create awareness ofthe value your community foundation can bring toprofessional advisors and their clients.

These ads should be customized with your localidentity to be used in your promotional efforts as adsin local professional advisor publications, direct mailpieces, event handouts, or as part of leave-behindcollateral packages. You may also choose toincorporate the ad messages on your website, if itincludes an area geared toward the professionaladvisor audience.

File name: TG7_codesection_ad.zip, TG7_codesection_ad.pdf File name: TG7_privfound_ad.zip, TG7_privfound_ad.pdf


- 12 -

Customizing ads

You may customize the advisor ads by including your logo and contact information, such as your phone numberand/or website.

Ads in this portfolio are created as full-color files, meaningthat they may be reproduced using four-color lithographyor digital printing. Contact your local graphic designresource if you would like the ads to be adjusted for one-color (black-and-white) print production.

Note that the images used in these ads may not be usedfor any other purpose—they are for use only in thesupplied ads.

Place your logo and contactinformation in this area,or attach a business card.

Production issues

Ads in this portfolio have beencreated in QuarkXPress®

(version 6.5), a common desktoppublishing/graphic design softwareprogram. To customize these ads,your professional graphic designerwill need access to this program, aswell as one or more of the followingfonts: Avenir, Helvetica, andHelvetica Condensed. Whilelicensing agreements prohibit thedistribution of these fonts in thisportfolio, most print vendors shouldown licensed copies of these fonts.If you need to purchase your ownlicensed copies of these fonts fortool customization, contact AdobeSystems Inc. To view fonts onlineand order/download fonts for bothMacintosh and Windows, visitwww.adobe.com.

Part Twocustomizing and producing tools



- 14 -

Software requirements

Tools in the portfolio have been created in Microsoft Wordfor Windows®, Microsoft PowerPoint for Windows, andQuarkXPress version 6.5 for Macintosh OS. This version of Quark™ is currently the most widely used softwareprogram for graphic design and publishing.

Tools designed in Quark are available for your use asQuark files (e.g., CK_profile.qxd) that are contained onlinein ZIP files (e.g., CK_profile.zip) and as PDF files (e.g.,CK_profile.pdf). You can view and print the PDF files usingAcrobat Reader.

Your community foundation can invest in the software and fonts to use these tools, or you may find it moreefficient to work with a graphic designer or printer whocan customize the tools for you. Whether you customizethese tools in-house, or send them to a designer or printerfor personalization, it is essential to use fonts identical tothe ones in the design files. Using another font, or thesame font in another format, will change the layout. To preserve the quality of the tools in this portfolio, useonly Adobe PostScript Type 1 Minion and News Gothic.

In order to customize these tools in any way, you will needaccess to one computer system equipped with:

software: QuarkXPress version 6.5

font families: Adobe Minion Postscript Type 1 (nine faces)Adobe News Gothic Postscript Type 1 (four faces)Both font families are available at http://www.adobe.com/type. Search for “Minion Postscript Type 1” and “News Gothic Postscript Type 1” using the keyword search function.

printer: If you are using Windows 2000®, Windows XP®, or Macintosh OS X, you have the software you need to display and print Postscript fonts. If you are using earlier operating systems, you may need Adobe Type Manager, a free system software component to display and print these fonts available at http://www.adobe.com/ products/atmlight/main.html.


- 15 -

Creating custom sets of tools

To make your messages to advisors and prospectivedonors as clear and effective as possible, you willwant to select from Core Tools, Charitable Funds,Charitable Instruments, and Charitable Assets productsheets. Share a combination of these sheets thatbest suits your specific audience’s needs. Below areexamples of custom sets you might share.

About OurCommunityFoundation

Charitable Funds CharitableInstruments

Scenario: You are giving a presentation to prospective donors whomay know little about your community foundation. In this situation it isappropriate to hand out only the most basic tools. During the course ofthe meeting, however, you may find reason to hand out specific tools.

Appropriate handouts

Gift of Real Estate Donor AdvisedFund—For Families

Endowment

Scenario: During a meeting with a couple, you discuss severalgiving options. By the end of the visit, the couple is very interestedin giving real estate to establish a Donor Advised Fund. They wish toinvolve their children and grandchildren in the tradition of giving.


Charitable Funds Donor AdvisedFund

Scenario: An advisor “friend” of your community foundationis helping you host a lunch for her colleagues. You learn thatthese colleagues are interested in helping their clients find taxsavings and their own personal approaches to giving. Beloware a few handouts appropriate for this group, but you mayfind individual advisors who would like several of each productsheet available so they themselves can customize packets for clients.


SupportingOrganization

Gift of AppreciatedStock

Comparing FourApproaches toGiving

About OurCommunityFoundation

Gift of Real Estate


- 16 -

Customizing your tools

It is important that you use tools reflective of yourcommunity foundation and customized with localinformation.

While you may make minor edits to the body content ofthe tools, you may not change the meaning or intent ofthe “Ten Reasons” listed on the reverse. This content hasbeen worded carefully by a committee representativeof community foundations nationwide and validatednationally and should not be modified in a way thatchanges meaning or intent. You may use this sectionin its entirety, or elect not to use it.

You may use this layout as a template for creating yourown tools. If you have already designed tools, you maychoose to insert content from these tools into yourcurrent design. Note that, whether or not you choose tomake edits to the content of the tools, you should haveyour own legal counsel review the content to confirmthat content is correct per your particular communityfoundation’s regulations.

You may change the photos and/or stories used withinthe tools to reflect demographics in your area or add thevalue of example local donors, grants, landmarks, etc.

Production issues

Tools in this portfolio have beencreated in QuarkXPress®

(version 6.5), a common desktoppublishing/graphic design softwareprogram. To customize these tools,your professional graphic designerwill need access to this program,as well as two fonts: Minion andNews Gothic. While licensingagreements prohibit the distributionof these fonts in this portfolio,most print vendors should ownlicensed copies of both fonts. If you need to purchase your ownlicensed copies of these fonts fortool customization, contact AdobeSystems Inc. To view fonts onlineand order/download fonts for bothMacintosh and Windows, visitwww.adobe.com.

Place your logo andcontact information in this area,or attach a business card.


- 17 -

Production guidance

There are several options for producing print materials tomeet your local needs and budget. You can seek the help of a local print vendor (lithographic/digital printer or copycenter), or print the tools at your office (laserjet or inkjetprinter, copy machine). Choose your production formats and options based on the quantity you need, your communityfoundation’s budget, lead time available, and the image youwant to portray. Use the table at right to help you decidewhich method is best for your community foundation.

How many What is How much time willdo I need? my budget? it take to produce?

Print at your own office 1–100 copies $ One day

Print at copy center 100–500 copies $$ A few days

Use a local print vendor 500 copies + $$$ One to two weeks

Distribute online Unlimited $ One day

A few things to consider

Use of color. Communicationsprinted in color have a greatervisual impact and therefore aremore likely to be read. Color canalso increase the readers’ abilityto remember what they have read.

Use of paper. Whether printingfrom your office laserjet or at yourlocal print vendor, the paper usedcan have an impact on theperceived value of a piece.Heavier papers tend to increasethe value (and also the cost).Make sure that the weight of thepaper is not too heavy to runthrough your laser or inkjet printer.

Quantity. If you have materialsprinted at your local printvendor, consider printing enoughfor a full year; it’s more costeffective. Each time you getsomething printed, you arepaying a “setup” charge,regardless of how many copiesyou print. When determiningprint quantities, be sure to addenough for your advisors todistribute to their clients.

Consistency. We suggest youmix and match tools to createcustomized packets for yourvarious professional advisors.Match printing methods andpaper on all tools wheneverpossible for a consistentappearance.

Production options: making the right choice


- 18 -

Quantity

Budget constraints may lead you toconclude that you should print fewerpieces for a lower print bill. However,you should always consider the unitcost. Printing a larger quantity lowersthe unit cost. For example, if youprint 1,000 pieces at a total cost of$1,000, the unit cost is $1 each. Ifyou print 2,000 pieces, the total costmight increase to $1,500, while theunit cost is reduced to $0.75 each.This is because much of the cost ofprinting is in the initial setup of thejob. You pay the same “setup fee”regardless of the number of piecesyou print.

Inks

The pieces in the portfolio may beprinted in four-color, in two-color, orin one color only (usually black). Yourprinter can compare prices for thesame piece with different coloroptions. It’s up to you to determinehow much you are willing to spendfor the added impact of color.Depending on the type of paper and

production process chosen, yourprint vendor might also suggest thepieces be protected by the use ofa varnish or aqueous coating.

Paper

Paper choice can significantlyaffect the cost of the job. Yourprinter can help you choose theappropriate weight, grade, color,and finish options for each piece.Your printer understands how tospecify paper if you communicateyour budget and your intendedusage of the piece. If you plan onrunning preprinted tools throughyour laser printer to “imprint” themwith your logo at a later time, besure to tell your vendor—he or sheshould specify a laser compatiblesheet.

Delivery dates

Planning adequate time in theproduction schedule can savemoney. Some printers have rushcharges for printing within a

Using a local print vendor

The portfolio has been designed for you to use with the professional printer of your choice. After planning a tool usage strategy, follow the steps below to customizeand produce materials for your community foundation.

1. Some of the external tools in this portfolio are designedfor print production and are QuarkXPress (Macintosh)files that your local graphic designer or print vendor can help you customize and produce. Print out a copy of each tool you want to produce by using thecorresponding PDF files. Use these PDF file printouts to show your vendors what the tools look like. Note that some tools print on one side only, while others print on two sides.

2. Take the following items to your print vendor:

– Printout of the pieces you want to produce– The ZIP file containing production files (you may

burn this to a CD or e-mail it to your print vendor)– A crisp, high-quality version of your community

foundation’s logo. Provide either an electronic file (TIF or EPS art file) or camera-ready artwork

– Your foundation’s contact information, which can be typeset by your print vendor.

3. Explain that your logo should appear in the designatedarea, along with your contact information. Request toreview a proof with your logo and contact information in place.

4. Request a print quote following the procedure describedin the box at right.

5. Tell the printer how many copies you need and when you need them.

shorter than standard timeframe.One to two weeks is usuallyadequate for typical print projects,but check with your printer ahead of time.

An important note about fonts

The fonts used in all communityfoundation tools are PostScript Type 1 Font Format News Gothic and Minion. Because of font licensingrestrictions, it is not possible todistribute fonts in this portfolio. Most print vendors should own or be able to obtain a licensed copy of these fonts, and can usethem to customize and produce your tools. If you wish to purchaseyour own licensed copy of thesefonts to customize the tools, contactthe manufacturer/distributor, AdobeSystems Incorporated. To view thefonts online and order/downloadthem, visit www.adobe.com/type.

Obtaining a print quote. Before printing a piece, it’s wise to obtain a quote. This requires a basicunderstanding of the variables that determine the cost of a print job.


- 19 -

Requesting a print quote

Use this form as a guide for a conversation with your print vendor. Fill out all theinformation that you can; your printer can make recommendations where you are uncertainabout the specifications.

Project name

Quantity

Number of inks

Number of pages

Size flat

Size trimmed

Paper stock(s)

Binding

Release date

Delivery date

Other


- 20 -

Use the Select Text Tool to select and copy text in Acrobat Reader.

Printing at your local office

For your own viewing and small-quantity printing needs, theportfolio includes Adobe Portable Document Format files,commonly called PDF files. Virtually any computer can openPDF files using Acrobat Reader. These files are “read-only”and cannot be edited or customized. It is possible,however, to extract text from PDF files to use in worddocuments or other software applications. Use the SelectText Tool to highlight the text you want to extract, copy(control/command + c), and paste (control/command + v)into the application of your choice. When printing a PDF file,make sure page scaling is “None.” Some programs defaultto “Fit to Paper.” This will print your document at 94%rather than 100%.

When printing a two-sided document like the Focus onCommunity reports, a high quality paper stock isrecommended. Avoid using common “copy paper.”

Note for Windows users: If you are experiencing problemswhen printing an Adobe PDF file (i.e., text running togetherwithout proper spacing), try selecting “print as image” inthe print dialogue box.


- 21 -

The ads in this portfolio are designed at a trim size of8.125" wide x 10.875" high. Each ad also can berendered in a horizontal, half-page format by eliminatingthe single large photograph that stretches across thetop of the full-page version.

Since the trim sizes of magazines and other periodicalsvary, the ads must be adjusted to accommodate theparticular dimensions of each publication. This type ofadjustment can be done by your local graphic designresource; it is also a service offered by manyprint vendors.

1. Download and print out the .pdf representing the ad you want to run.This will show the advertising representative how the ad should look. Other issues to discusswith your advertising representative include ad size or dimensions, whether the ad will run as afour-color ad or as a one-color ad, and the cost per insertion of the ad.

2. Send the following items to the publication’s advertising representative:– Photocopy of the page illustrating the ad you want to run—include the folder and file names– The .zip file containing the ad designed in Quark, along with its art files (for images

and graphics)– A crisp, high-quality version of your community foundation’s logo. Provide either an electronic

file (.tif or .eps art file) or camera-ready artwork– Your foundation’s contact information, which will be typeset by the publication

3. Explain that your logo should appear in the designated area, along with your contactinformation. Request to review a proof with your logo and contact information in place.

4. Confirm placement, frequency, and price.

Placing ads

Placing ads: production tips


- 22 -

Photographs:quick reference

Images in this portfolio are licensed tobe used within these tools. However,the photos may not be re-used for otherpurposes (e.g., in your annual report,on your website, etc.). If you wish touse these photos for any purpose otherthan as part of the tools distributed inthis portfolio, you must purchase themfrom the licensors (see list at right).

Title of Tool Image Number Image Description Image Licensor/Image Brand Licensor Contact

Core ToolsAbout Our Community Foundation AA037825 cat’s cradle (hands) Getty Images/Photodisc www.gettyimages.comCharitable Funds Overview AA032620 family walking on beach Getty Images/Photodisc www.gettyimages.comCharitable Instruments Overview AA013174 dad and daughter with bicycle Getty Images/Photodisc www.gettyimages.comEndowment dv418077 medical research Getty Images/Digital Vision www.gettyimages.com

Charitable FundsDAF (Business) WFB_043 group of four talking Getty Images/Photodisc www.gettyimages.comDAF (Family) AA013220 young girl on swing Getty Images/Photodisc www.gettyimages.comDAF (General Audience) AA017034 senior man and young boy Getty Images/Photodisc www.gettyimages.comDesignated Funds (Donors) thib0010468* man pausing at car door Getty Images/Thinkstock www.gettyimages.comDesignated Funds (Nonprofits) 69159 business meeting Getty Images/Photodisc www.gettyimages.comField of Interest 107018 teacher and kids at computer Getty Images/Photodisc www.gettyimages.comScholarship 107067 teacher with young adult class Getty Images/Photodisc www.gettyimages.comSupporting Organization dv593014 parents and adult son Getty Images/Digital Vision www.gettyimages.comUnrestricted Fund AA038492 middle-aged couple Getty Images/Photodisc www.gettyimages.com

Charitable InstrumentsBequest by Will 869460 woman’s hand and potted plant PictureQuest www.picturequest.comCharitable Gift Annuity AA034214 two teenage girls Getty Images/Photodisc www.gettyimages.comCharitable Lead Trust E006150* mother and adult daughter Getty Images www.gettyimages.comCharitable Remainder Trust 184914 senior man and boy reading PictureQuest/Corbis Images www.picturequest.com

Charitable AssetsAppreciated Stock AA007857 two young children Getty Images/Photodisc www.gettyimages.comLife Insurance 116608* couple standing in driveway PictureQuest/Stockbyte www.picturequest.comReal Estate thib0013057* couple sitting on deck Getty Images/Thinkstock www.gettyimages.com

*Item pulled from Getty collection and no longer available


- 23 -

Using rights-protected images

Photographs released in this portfolio are all royalty-freeimages, purchased for use solely in conjunction with thelayouts and materials provided in this portfolio. They maynot be shared, copied, resized, manipulated orredistributed for any other purposes.

In every file, you have the choice to either use the suppliedimages or replace them with images of your own. At notime are you allowed to employ the images of one file inanother independent file. License for these images islimited to those layouts in which they are supplied. NeitherNMAT nor its partners will be responsible for failure toadhere to these licensing restrictions.

Users of the Community Knowledge portfolio are not licensedto import supplied images into any other communicationmaterials. Licenses for these images is limited to thoselayouts in which they are supplied.

Example site

Compliant

Noncompliant

Portfolio evaluation



- 25 -

Feedback form

Please use the form below to help us evaluate the tools. We ask that each communityfoundation CEO fill out the form after having used the materials for three months. Pleasefax the form to the number listed at right. Your experiences and evaluation of the local toolswill allow us to identify key learnings that will influence the development of futurecommunications products.

1. Your community foundation name (for follow-up purposes):

2. Overall, how well is the Portfolio working for your community foundation?

5 4 3 2 1(If you answered Somewhat well or Not at all well, please explain your answer.)

3. Overall, how effective are the common messages found throughout NMAT’s tools incommunicating the distinct benefits of your community foundation?

5 4 3 2 1(If you answered Somewhat effective or Not at all effective, please explain your answer.)

4. Did these materials represent a cost savings to you by reducing your need to create suchmaterial on your own?

5 4 3 2 1(If you answered Mediocre cost savings or No cost savings, please explain your answer.)

5. After using these tools, do you have any suggestions for how they might be improved?

6. Do you have any experiences to share about how you have used the tools effectively?

7. Do you have any suggestions (based on these tools) for the development of futurecommunications products that would better meet your needs?

8. How user-friendly did you find this portfolio of tools, in terms of the technology involved?

9. Were the following tools effective with the audiences listed in the matrix below?(Check all that apply.)

Core Tools □ □ □ □

Charitable Funds □ □ □ □

Charitable Instruments □ □ □ □

Charitable Assets □ □ □ □

Website content □ □ □ □

10. Please rate the overall usefulness ofthe internal development briefs: □ □ □

Very well Somewhat well Not at all well

Very useful Somewhat useful Not at all useful

Staff/Volunteer Professional Current Potentialtraining Advisors Donors Donors

Very effective Somewhat effective Not at all effective

Great cost savings Mediocre cost savings No cost savings

SEND YOUR FEEDBACK TO:Community Foundation ServicesCouncil on Foundationsfax (202) 835.2732 e-mail [email protected]

©2006 Council on Foundations and Community Foundations of America

Adobe, Acrobat, Reader, and Postscript are registered trademarks of AdobeSystems Incorporated in the United States and/or other countries. Quark andQuarkXPress are trademarks of Quark, Inc. in the United States and/or othercountries. Microsoft, Windows, Windows 2000, Windows XP, PowerPoint, and Word are trademarks and/or registered trademarks of Microsoft Corporation in the United States and/or other countries. Macintosh is a registered trademark of Apple Computer, Incorporated in the United States and/or other countries. All other trademarks are the property of their respective owners. Any omission of such trademarks from any product is regretted and is not intended as aninfringement on such trademarks.

Community Foundation PortfolioTools for Giving

Version 2.0

The National Marketing Action Team (NMAT) is a joint effort of theCommunity Foundations Leadership Team of the Council onFoundations (“the Council” or “COF”) and Community Foundations

of America (CFA). NMAT is charged with providing strategic leadership to increaseand strengthen the national and local presence of community foundations byidentifying key target audiences and implementing effective communicationsstrategies, activities, and programs.

release 2 - council on foundations · this nmat project has been funded in part by the council on...

Documents