Date of Conferral

2-26-2025

Degree

Ph.D.

School

Public Policy and Administration

Advisor

James Frampton

Abstract

Current scholarly literature has asserted that large non-profit organizations benefit from conducting fundraising-activity audit portfolio analyses. However, suitable techniques and tools that ultra-small nonprofits (990N-sized charities) can use to improve their fundraising-activity analyses have not been clearly established. The research problem was in modifying tools that work efficiently for hyper-localized charities to compare the effectiveness of their fundraising-activities. Preferred tools were needed to reinforce ideation and align improvements within the charities’ known constraints. The purpose of this study was to explore three suitably modified instruments that could be used for fundraising-activity auditing. Based on Ostrom’s institutional analysis and development framework, this qualitative case study analyzed an organization’s 14-years of journals, documents, and artifacts. Research included sorting, synthesizing, conceptual-diagraming, and comparing the secondary data. It was documented that the modified CSR risk versus reward matrix-mapping tool was preferred because it supported more efficient administrative decision-making. Findings validated the use of visual analyses as a qualitative [translatative (slat)] methodology and means to improving ultra-small charity funding strategies. Results supported the assertion of analyzing secondary-data to improve funding strategies by using a comprehensive portfolio-style analysis for a mature 990N-sized charity. This exploration of suitably modified instruments created positive social change by benefiting an ultra-small charity’s efficiency in institutional analysis. It also served to improve 990Ns’ broader effectiveness; through strategizing fundraising-activity practices by validating secondary-data based [translatative] audit-techniques.

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