Independent Sector Records, 1971-1996


Mss 046
43.0 c.f (39 cartons, 6 cassette boxes, 13 films, 4 videos)
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ABSTRACT

Independent Sector (IS) was founded in 1980 as a coalition of corporate, foundation and voluntary organizations for the purpose of encouraging charitable giving, volunteering and nonprofit activities in the United States. Its mission is to promote, strengthen, and advance the nonprofit and philanthropic community to foster private initiative for the public good. By 2004, the organization maintained a membership of approximately 500 of the nation's leading nonprofit agencies and funders of nonprofit work.

The collection consists of board minutes, committee reports, correspondence, publications, lobbying efforts, and conference materials.

ACCESS

This collection is open to the public without restriction. The copyright law of the United States (Title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted material.

PREFERRED CITATION

Cite as: Independent Sector Records, 1971-1996, Ruth Lilly Special Collections and Archives, IUPUI University Library, Indiana University Purdue University Indianapolis.

ACQUISITION

Presented by the Independent Sector, 1993-1998. A93-37, M69, A1997/98-019

Processed by Debra Brookhart, September 2002.

HISTORICAL NOTE

Independent Sector (IS) was founded in 1980 as a coalition of corporate, foundation and voluntary organizations for the purpose of encouraging charitable giving, volunteering and nonprofit activities in the United States. By 1994 the organization maintained a membership of approximately 800 of the nation's leading nonprofit agencies and funders of nonprofit work.

In the early 1970s two groups convened in the interest of foundations and philanthropy: the Commission on Private Philanthropy and Public Needs and the Commission on Foundations and Private Philanthropy. Both groups indicated a need for a government commission on the nonprofit sector to strengthen foundations and help increase giving. The proposals ventured by these two groups provided further insight into the larger need of the sector for a body that could bring its goals under one organization. According to Brian O'Connell, four critical needs emerged: greater influence in legislation, research backing the sector's priorities, a way to spread the message, and a meeting ground for those involved in the nonprofit sector.

A growing concern in the late 1970s for the effectiveness and future of the nonprofit sector in the United States provided the incentive for the creation of the Independent Sector. In the summer of 1978, the Coalition of National Voluntary Organizations (CONVO) and the National Council on Philanthropy (NCOP) convened a meeting to commission a study on ways of improving the efficiency of nonprofit organizations and their effectiveness in promoting charitable impulses in American society. On November 29, 1987, CONVO and NCOP formally announced the staff for a new venture. The chairman of the organizing committee, John W. Gardner, formerly worked in the Johnson Administration as the Secretary of Health, Education, and Welfare. He also served as the Chairman of Common Cause. Former National Executive Director of the Mental Health Association, Brian O'Connell, joined Gardner as the Staff Director of the committee and the Chief Executive Officer of the new organization. By 1980 the new organization, Independent Sector, was created from the merger of CONVO and NCOP, and began operations in Washington, D.C.

The objectives of Independent Sector are: to foster good relations between nonprofit organizations and governmental bodies, to focus the collective conscience of the American people on charitable activities by vigorous educational programs, to promote research in the fields of philanthropy and public policy, and to improve the quality of executive leadership in the nonprofit sector. To attain these goals, Independent Sector established five separate departments during the first few years of its existence: Government Relations, Public Information and Education (PIE), Research, Leadership and Management, and Membership. By the early 1990s Independent Sector included such organizations as the American Heart Association, Pew Charitable Trust, Lilly Endowment, Sierra Club, American Council on Education, and Girl Scouts of the U.S.A.

Independent Sector has organized a number of lobbying campaigns in support of nonprofit interests, directed by its Government Relations Committee. The most prominent campaigns were in support of a Charitable Contributions Law in Congress (1984) which allowed tax deductions for charitable contributions by non-itemizers; in opposition to Office of Management and Budget (OMB) Circular A-122, the attempt of the OMB to revoke federal funding of nonprofits engaged in political activities (1983-1986); in opposition to the Internal Revenue Service's attempt to revoke tax exempt status for nonprofits engaged in political activities (1986-1990); and in support of tax code reforms concerning donations of appreciated tangible property pensions (1983-1986).

The Public Information and Education (PIE) Committee of the Independent Sector promotes publicity for Independent Sector programs and disseminates knowledge about the sector and charitable giving to the public. In a collaborative effort with the Ad Council, PIE developed a series of public service announcement ad campaigns promoting charitable giving and volunteering. ALend a Hand@ was created to foster voluntarism, ADaring Goals@ promoted charitable giving in the mid-1980s, and AGive Five@ promoted the concept that the American public should contribute five percent of its income and five hours a week to charitable concerns. Also in the early 1980s, PIE collaborated with Francis Thompson, an Academy Award winning independent film producer, to create a mini-feature film promoting voluntarism and giving entitled ATo Care.@ PIE also handles news releases and press conferences.

The Research Committee of the Independent Sector advances academic research through its publication of research papers from the annual Spring Research Forum, research of past and present trends and policies affecting the sector, and through the conduction of surveys. The Spring Research Forum brings together scholars in the fields of philanthropy and public policy from around the world to present papers in their areas of research, usually focusing on a seminar topic specific to fields in philanthropy. The committee also conducts research and sponsors surveys in the fields of fund raising, voluntarism, and charitable giving.

The Leadership and Management Committee fosters the development of effective leadership in the nonprofit sector primarily through workshops of continuing education for managers. Because corporate sponsorship is vital to the success of these programs, the committee also secures grant funding from foundations and corporations.

The Membership Committee encourages growth in membership, fosters good relations with current members, and coordinates widespread efforts in both legislative and promotional component in the success of its diverse campaigns.

REFERENCES

O'Connell, Brian. Powered by Coalition: The Story of Independent Sector. San Francisco: Jossey-Bass, 1997. Independent Sector Home Page http://w ww.independentsector.org

RELATED MATERIALS

The Commission on Foundations and Private Philanthropy Records, 1949-1970, Ruth Lilly Special Collections and Archives, IUPUI University Library, Indiana University Purdue University Indianapolis. Commission on Private Philanthropy and Public Needs, 1964-1980, Ruth Lilly Special Collections and Archives, IUPUI University Library, Indiana University Purdue University Indianapolis. Gardner, John. 1990. Interview by Naomi Litchenberg, September 13, Indiana University Oral History Research Center. Personal Communication. O'Connell, Brian. 1991. Interview by Naomi Litchenberg, May 2, Indiana University Oral History Research Center. Personal Communication.

SCOPE AND CONTENT NOTE

The Independent Sector Records are divided into nine series: Coalition of National Voluntary Organizations (CONVO), National Council on Philanthropy (NCOP), Board of Directors, Presidential Papers, Annual Membership Meeting and Assembly, Program Areas, Publications, Photographs, and Audio-Visual Materials. The first two series, CONVO and NCOP, are the predecessor organizations to the Independent Sector. The remaining series are post-1980 after the merger of the two organizations into the Independent Sector.

Coalition of National Voluntary Organizations (CONVO) Records, 1977-1980, consist of meeting files, legislation, and memos to members. These records document CONVO just prior to its merger with the National Council on Philanthropy (NCOP) to create the Independent Sector and are related to merger efforts. More complete information about the merger is located with IS Board of Directors Organizing Committee files.

National Council on Philanthropy (NCOP) Records, 1954-1979, consist of minutes, audits, correspondence, and publications. These records deal mainly with the organization just prior to its merger with CONVO, but do contain some in depth information about how it operated before the merger.

Board of Directors Files, 1980-1994, contain board minutes, reports, correspondence, and papers from the organizing committee of the merger. The main portion of this series includes a complete run of board minutes and the organizing committee files that provide a broad overview of the development of the organization. The organizing committee files document extensively the steps taken during and immediately after the merger in 1980 to make Independent Sector operate effectively. This series also contains financial information and program proposals usually within the board minutes.

Presidential Papers, 1979-1995, consist of records of the president of IS. This series contains the files of Brian O'Connell, the first president of the Independent Sector. These papers include an extensive collection of his speeches covering almost the entirety of his tenure as president. This series also contains his correspondence documenting the activities of his office. Another significant portion of this series is his Memo to Members, a publication providing information about the major political and social issues facing nonprofit agencies and O'Connell's thoughts concerning them, and status reports of IS activities.

Annual Membership Meeting and Assembly Files, 1980-1994, consist of meeting summaries, correspondence, memoranda, minutes and agendas of voting member meetings, minutes of conferences, conference packets and brochures, program plans, and financial reports. The series contains a complete set of the programs and proceedings of the annual meetings. Audio cassettes for several of the meetings are also available.

Program Area Files, 1979-1998, contains the records from the five major program committees of the IS: Effective Sector Leadership Committee (ESLM), Government Relations Committee, Membership Committee, Public Information and Education Committee (PIE), and Research Committee. This is the largest and most detailed series in the collection. It is divided and arranged alphabetically by the committee name.

The Effective Sector Leadership Management Committee, 1980-1997, promotes effective leadership in the nonprofit sector and establishes professional criteria for its managers. The records in this group include committee meeting minutes and correspondence, grant requests for programs, specific program information from campaigns like Daring Goals for a Caring Society and Measurable Growth, survey findings, brochures from executive recruitment firms, correspondence, and two newsletters: Quarterly and Leadership IS. Program files include subjects such as board development, ethics and standards, and management. These subjects are used to educate and train those in leadership roles in various organizations.

The Government Relations Committee, 1976-1998, represents nonprofit interests in government policy issues. Records include transcripts of Congressional testimony, Roll Call tally sheets, drafts of position papers, drafts of bills, correspondence, and hearings briefings. The committee also published two newsletters: Government Relations Info and Action and State Tax Trends. This series includes extensive coverage of the Charitable Contributions Legislation hearings, interaction with the United States Office of Management and Budget, and efforts to raise awareness on current political issues through lobbying.

The Membership Committee, 1980-1992, was formed to encourage growth in membership, foster good relations with current members, and coordinate campaign efforts. The files include committee minutes, memoranda, correspondence, prospect lists, prospect meeting packets, member profiles, flyers, brochures, progress reports, meeting attendance lists, membership lists, and the newsletter, Corporate Philanthropy. The minutes for the committee are complete through 1992 and document thoroughly its activities and agendas.

The Public Information and Education Committee, 1979-1997, handles publicity for IS programs and creates a public awareness of projects in the nonprofit sector. Records include news releases, correspondence, and award nominations and invitations for the annual John Gardner Award presentation, scripts of the film "To Care," and news print copy and PSA electronic media spots for the "Daring Goals," "Give Five," and "Lend a Hand" campaigns. These campaigns are documented extensively in this series and include information on the development and promotion to the public. The newsletter, Corporate Philanthropy, and the semi-complete set of minutes and packets serve as valuable tools for understanding the operations of the committee.

The Research Committee, 1979-1995, advances academic research in the nonprofit sector through its publication of yearly academic forum research findings in a compendium. It also conducts research and surveys in the nonprofit sector. These files consist of research publication compendiums from the annual Spring Research Forum, surveys, and survey results. Further information about the research committee includes audio cassettes of three Spring Research Forums and interviews on philanthropy conducted by Richard Magat.

Publication Files, 1979-1998, contain general publications of IS and include annual reports, brochures, program plans, reports and pamphlets, occasional papers, and two newsletters: What IS Happening and Update. These records provide a broad overview of the finances and activities of the organization through annual reports and activity reports. The newsletters, program plans, and Overview of Major Activities offer condensed information about what the organization does. The annual reports provide not only program information, but financial statistics as well.

Photographs and Slides, 1970s-1989, contain photographs from Independent Sector events and campaigns. Included are photographs of former president of IS, Brian O'Connell, images from the Give Five volunteerism campaign, board and committee members, and publicity photographs.

Audio-Visual Materials, 1978-1992, contain audio and video documentation of the activities of the Independent Sector. The main portion of the audio cassettes is from the Annual Conference on Philanthropy and the Research Committee. The conference tapes cover a wide range, but only three of the conferences are documented extensively: 1980, 1987, and 1988. Other years include highlights or an important speech given. The Research Committee cassettes include three Spring Research Forums and the interviews Richard Magat conducted while doing research for his paper, Prospective Views of Research on Philanthropy and the Voluntary Sector. All are good sources for historic trends and viewpoints from those active in the sector.

The videos in the collection include press coverage and a publicity video for the membership drive. The collection also contains a film of the charter meeting of the Independent Sector.

CONTENTS BOX FOLDER
Coalition of National Voluntary Organizations (CONVO) Records, 1977-1980    
  Board Packet, 1978-1979 1 1-7
  Charitable Contributions Legislation, 1979 1 8
  Coalition for the Public Good, 1974-1977 1 9
  Membership Meetings, 1978-1979 1 10-11
  Memos, 1978-1980 1 12-13
National Council on Philanthropy (NCOP) Records, 1954-1979    
  A Voice for Philanthropy, 1974-1976 1 14
  Academy for Education Development, 1972-1978 1 15
  Americans, Philanthropy, and World Affairs: The Failure and the Challenge, 1978 1 16
  Audio Cassette, 1978 43 15
  Articles of Incorporation, 1954-1975 1 17
  Audits, 1971-1978 1 18
  Awards, 1974-1978 1 19
  Board Packet, 1979 1 20-23
  Bylaws, 1976 1 24
  Conferences, 1973-1979 1 25
  Internal Revenue Service, 1960-1973 1 26
  International Conference, 1978 1 27
  Memos, 1979 1 28
  Minutes, 1973-1978 1 29-30
  Mission Statement, 1976 1 31
     
INDEPENDENT SECTOR RECORDS    
Board of Directors Files, 1980-1994    
  Bylaws, 1986 1 32
  Board Minutes and Packets    
    May 1980-October 1980 1 33-35
    October 1980-April 1990 2 1-32
    September 1990-September 1994 3 1-13
  Committees    
    Committee on Values and Ethics, 1990 3 14-15
    Evaluation Committee, 1982, 1984, 1988-1990 3 16
    Management Committee    
      Annual Financial Reports, 1980-1981, 1983-1991 3 17
      Cause-Related Marketing Study, 1988-1989 3 18
      Minutes, 1979-1991 3 19
      Special Projects, 1986 3 20
    Nominating Committee, 1979-1980 3 21-24
      501 (c)(3) Group, 1977-1978 3 25
      Coalition of Concerned Charities, 1975-1977, 1990 3 26
      Committee for Responsive Philanthropy, 1978 3 27
      Feasibility Study of Closer Collaboration Between CONVO and NCOP, 1978 3 28
      Financial History, 1992 3 29
      Formation of the Committee, 1978-1979 3 30
      Gardner Testimony, 1980 3 31
      History File, 1979-1991 3 32
      Ideas for the Future, 1978-1979 3 33
      IS Committees, 1979-1980 3 34
      John Filer    
        Biographical, 1986-1989 3 35
        Past Agendas and Notes, 1986-1989 3 26
      Organizing Committee Meetings, 1978-1979 4 1-8
      Outreach, 1978-1979 4 9
      Program Areas, 1978-1979 4 10
      Publicity and Press Releases, 1979-1980 4 11
      Subcommittee on Governance, Structure, and Financing    
        Meetings, 1979 4 12-15
        Notes, 1979 4 16
      Transition    
        Legal Steps, 1979-1981 4 17-18
        Naming the Organization, 1979-1980 4 19
        Ruder and Finn, 1979-1980 4 20
      Voluntarism Project, 1978-1982 4 21
      White House Reception, 1979 4 22
  Photographs, 1984 39 26
Presidential Papers, 1979-1995    
  Brian O'Connell    
    Ad Council    
      Correspondence, 1983-1985 4 23-25
      Print Ads, 1984 4 26
    Correspondence    
      1982-1983 4 27-32
      1983-1985 5 1-23
      1985-1987 6 1-25
      1987-1989 7 1-18
    Interviews, 1993 7 19
    Major Achievements/Major Challenges, 1961-1973 7 20
    Memo to Members    
      March 1980-May 1982 7 21-25
      November 1982-April 1995 8 1-19
    Mental Health Association, 1961-1973 8 20-22
    News clippings, 1981 8 23
    Originals, 1984-1985 9 1-2
    Papers, 1981-1982 9 3-5
    Policies Binder, 1979-1993 9 6-7
    Research, 1978 9 8-9
    Speeches    
      Audio Cassettes, 1979, 1986 43 16-17
      Paper Copies, 1979-1994 9 10-21
Annual Membership Meeting and Assembly Files, 1980-1994    
  Annual Membership Meeting and Assembly Audio Cassettes    
    1980 40 1-20
    1980 41 1-20
    1980-1981, 1986-1987 42 1-21
    1987-1988 43 1-7
  Assembly Programs and Packets    
          1980-1983 9 22-25
          1984-1994 10 1-11
  Charter Meeting Film, 1980 F1-F12  
  Literature of Independent Sector, 1983-1987 10 12-13
  Management Bibliography, 1983-1989 10 14-16
  Photographs, 1988 39 25
  Sessions, 1985 10 17
  Special Collections, 1985-1988 10 18
  Standard Literature, 1986-1987 10 19-20
  Survey    
    1985 10 21
    1985 11 1-2
  Voting Member Meetings, 1980-1993 11 6-26
Program Area Files, 1979-1998    
  Effective Sector Leadership Management Committee (ESLM)    
    Committee Meetings    
      Advisory Committee Meeting, 1984-1985, 1987-1988 11 27-32
      Budget, 1986-1987 11 33
      ESLM Minutes, 1987-1988, 1991-1992 11 34
      ESLM Packet    
        1984 11 35
        1986-1991 12 1-7
      Leadership Forum Meeting, 1988 12 8
      Organizational Effectiveness Subcommittee    
        Focus Group, 1986 12 9-11
        Org. Researcher's Materials, 1988 12 12-13
        Standards of Effectiveness, 1886 12 14
        Study of Org. Effectiveness Report, 1986 12 15
      Profiles in Leadership Subcommittee, 1985-1986 12 16-17
      Program Review Session, 1985-1987 12 18-25
    Correspondence    
      General, 1983-1987 12 26-27
      Incoming Mail, 1984-1985 12 28
      Sandra Gray, 1988 12 29
    Daring Goals for a Caring Society    
      Correspondence, 1987-1988 12 30-31
      Report, 1986 12 32
    Funding ESLM    
      American Society of Association Executives, 1988 12 33
      AT&T Foundation, 1984-1986 12 34
      Beatrice Foundation    
        1986-1988 12 35
        1988 13 1
      CASE Western Reserve, 1985-1988 13 2-3
      Center for Creative Leadership, 1986-1987 13 4
      Center for Creative Management, 1989 13 5
      Children's Defense Fund, 1987 13 6
      Coalition to Improve Management in State and Local Government, 1985-1987 13 7
      Corporate Sponsorship, A-X, 1986-1988 13 8-10
      Correspondence, 1983-1987 13 11
      Council on Foundations, 1984-1986 13 12
      Exxon, 1982-1988 13 13-14
      Funding Reports, 1986-1988 13 15
      National Volunteer Conference Program, 1987 13 16
      Primerica Corporation Foundation, 1985-1989 13 17
      Project Funding Projections, 1991-1993 13 18
      Proposals, 1985-1989 13 19
      University of Missouri-Kansas City Proposal, 1987 13 20
      Virginia Cooperative Extension Service, 1987 13 21
      W.K. Kellogg Foundation, 1986-1989 13 22
      Washington Center, 1987-1988 13 23-24
      Women and Foundations, 1986-1987 13 25
    Measurable Growth    
      Correspondence, 1984-1987 13 26-28
      Goals, 1985 13 29
      Packets    
        1984 13 30
        1985-1986 14 1-2
      Report, 1985 14 3
      Responses to Report, 1985 14 4
    Newsletters    
      Leadership IS, 1991-1997 14 5-6
      Quarterly, 1985-1988 14 7
    Planning    
      Long-Range Plan, 1986 14 8
      Objectives, 1984-1990 14 9
      Program Overview, 1987 14 10
      Program Plan Consultants, 1984 14 11
      Proposal, 1982, 1987 14 12
    Programs    
      Board Development - Education    
        Association of Governing Boards, 1984-1988 14 13
        Board Development Plan Packet, 1985 14 14
        "Board Member's Book," 1985 14 15
        Cheswick Center, 1984-1985 14 16-18
        George Washington University, 1989 14 19
        Kellogg Foundation, 1985-1986 14 20
        Management Assistance Group, 1984 14 21
        Management Institute, 1983-1988 14 22
        Mentor Programs, 1984-1985 14 23
        NCSL State Legislative Report, 1986 14 24
        National Assembly, 1984-1986 14 25
        Papers, 1980-1986 14 26
        Peer Review and Self Study, 1988 14 27
        Professional Forum II, 1985 14 28
        Proposal and Evaluation, 1984-1986 14 29
        Sandra Gray, 1988-1989 14 30
        Support Center, 1985-1987 14 31
        Workshops and Seminars, 1984-1985, 1987 14 32
      Ethics and Standards    
        Academic Focus Group    
          Meeting, 1987-1988 14 33-34
          Photograph, 1988 39 24
        Epilepsy Foundation, 1981-1987 14 35
        Ethics Panel, 1986-1987 14 36
        Ethics Session, 1985 14 37
        Funding Fundraising Research Project, 1988 14 38
        Grant Proposals, 1986-1988 15 1
        National Equal Opportunity Employer's Inc., 1987 15 2
        Nonprofit Executive's Salary Compensation Survey, 1987 15 3
        Program Funding, 1987-1988 15 4
        Regional Meetings, 1987 15 5
        Strategic Planning Management Process Development, 1988 15 6
        "Think Tank on Education Fundraising Executives in 1990s," 1987 15 7
        "Values," 1983 15 8
      Executive Recruitment    
        Executive Search Papers, 1986 15 9
        Sandra Gray Correspondence, 1988 15 10-11
        Search Firms    
          Materials, 1983-1988 15 12
          Meeting, 1985 15 13
          Packet, 1988 15 14
        Status Report, 1988 15 15
      Leadership Development    
        Boyden International Inc., 1986-1987 15 16
        Conrad Hilton Foundation, 1985 15 17
        Financial Education Programs, 1987 15 18
        General Information, 1987 15 19
        Institute for Nonprofit Organization Management, 1984-1986 15 20
        Institute for the Study of Leadership, 1986 15 21
        Kellogg Foundation, 1985 15 22
        Leadership and Grantmaking, 1984 15 23
        National Charities Information Bureau    
          Annual Report, 1986 15 24
          Correspondence, 1987-1989 15 25
          Information Packet, 1987 15 26
          Standards for Nonprofit Organizations, 1987 15 27
        National School Volunteer Program, 1984-1987 15 28
        Papers, 1987 15 29
        Sandra Gray, 1985-1988 15 30
        Urban League, 1985-1987 15 31
      Management Consultants    
        Consulting and Training, 1984 15 32
        Correspondence, 1980-1987 15 33
        Council on Foundations, 1985 15 34
        Executive Summary, 1984 15 35
        Firms, 1983-1987 15 36
        Lilly Cohen, 1984 15 37
        National Association of Schools of Public Affairs, 1985-1988 15 38-39
        Sandra Gray, 1985 15 40
        Survey, 1987 15 41
      National Center for Nonprofit Boards (NCNB)    
        Advisory Committee Packets    
          April 1988-October 1989 15 42-44
          1990-September 1991 16 1-4
        Correspondence, 1987-1991 16 5
        Nominating Committee, 1989 16 6
        Program Committee, 1989 16 7
        Program Report, 1989 16 8
        Proposal, 1988 16 9
        Publications, 1988-1991 16 10
        Self Study Guidelines, 1986 16 11
    Surveys    
      Effectiveness Survey Analysis, 1988 16 12
        Community Foundation Nominations, 1988 16 13-14
        Data, 1987 16 15
        Discussion Paper, 1986 16 16
        Status Report, 1987 16 17
      Nonprofit Survey, 1987 16 18
      Study Survey Instrument Consultants, 1987 16 19
      Survey of Chairpersons and Executive Directors, 1987-1988 16 20
  Government Relations Committee    
    501 (c)(3) Group, 1979-1987 16 21-24
    Amicus Brief on Charitable Remainder Trusts, 1989-1990 16 25
    Appreciated Property    
      Alternative Minimum Tax, 1989-1990 16 26
      Background, 1989 16 27
      Data and News clippings, 1990 16 28
      Legislative File, 1985-1989 16 29
    Bills, 1979-1981 16 30-32
    Block Grants    
      Correspondence, 1981-1983 17 1
      Fact Sheets, 1981-1982 17 2
      Reports, 1981 17 3
    Charitable Contributions Legislation Hearings (CCL)    
      96th Congress, 1979-1980 17 4-5
      97th Congress, 1981-1983 17 6-12
      98th Congress, 1983 17 13
      Arguments, 1980 17 14
      Articles, 1978-1981 17 15
      Background Materials, 1979-1980 17 16
      Bills, 1979-1980 17 17
      Black Caucus, 1980 17 18
      Capitol Hill Breakfast, 1980 17 19
      Capitol Hill Reception, 1981 17 20
      Case Statement, 1982 17 21
      Chicago Meeting, 1981 17 22
      Compromise, 1983-1984 17 23
      Congressional Briefing, 1983 17 24
      Congressional Letters, 1984-1986 17 25
      Correspondence, 1979-1981 17 26
      Co-Sponsors, 1981 17 27
      Economic Case, 1980 17 28
      Economic Task Force, 1980 17 29
      Fact Sheets, 1979 17 30
      Finance Committee, 1980 17 31
      Fund raising, 1984 17 32
      H&R Block Survey, 1982 17 33
      Hearing Correspondence, 1979-1985 17 34-35
      History    
        Correspondence, 1982-1984 18 1
        History, 1982-1984 18 2-3
        Interviews, 1981-1983 18 4-5
      Implementation, 1982-1985 18 6-9
      Junior League Hearings, 1979 18 10
      Legislation    
        Arts, 1983 18 11
        Broadcast Deregulation, 1983 18 12
        Budget Act, 1981 18 13
        Charitable Tax Credit, 1979 18 14
        Contribution Taxpayer's Benefit, 1981 18 15
        Correspondence, 1984-1985 18 16-17
        Deferred Compensation Plans, 1980 18 18
        Disclosure, 1977-1981 18 19-27
        England, 1981 18 28
        Enterprise Zones, 1982 18 29
        Leaseback, 1983 18 30
        List Rental, 1984 18 31
        Prompt Payment Act, 1982 18 32
        Public Utilities, 1981 18 33
        Regulations, 1983 18 34
        Scientific Property, 1981 18 35
        Shareholder Deductions, 1982 18 36
        Single Audit, 1983 18 37
        Social Security, 1984 18 38
        State Tax on Nonprofits, 1981 18 39
        Windfall Profits, 1983 18 40
      Network, 1984 18 41
      New York City Meeting, 1983 18 42
      Oregon CCL Event, 1981-1982 18 43-44
      Permanence    
        1981-1983 18 45-46
        1983-1984 19 1-5
      Platform Statement, 1984 19 6
      Proposal, 1980-1985 19 7
      Pros and Cons, 1980-1981 19 8
      Publicity Task Force Group, 1979-1980 19 9
      Related Bills, 1979-1981 19 10
      Resolutions, 1984-1985 19 11
      Response, 1984-1985 19 12
      Senate/House Materials, 1980 19 13-14
      Senate Subcommittee Taxation/Debt Management, 1984 19 15
      State CCL, 1980-1983 19 16
      Steering Committee, 1984-1986 19 17
      Task Force, 1980-1986 19 18-19
      Tax Incentives, 1980-1983 19 20
      Testimonies, 1978, 1980-1986 19 21-23
    Charitable Deduction Non-Itemizers (CDN)    
      Advocacy Network, 1985 19 24
      Charitable Giving, 1989 19 25
      Charitable Solicitation, 1990 19 26
      Correspondence, 1989-1990 19 27-28
      Independent Sector, 1989 19 29
      In-Kind Contributions, 1989 19 30
      Legislation, 1980-1988 19 31
      Religious Giving, 1987-1989 19 32
      Revenue Programs and Impact    
              1990 19 33
              1990 20 1
      Steering Group, 1990 20 2
      Yarmolinsky Group, 1985-1987 20 3
    Charitable Solicitation Disclosure AFL-CIO Bill, 1979 20 4
    Combined Federal Campaign    
      Amicus Brief to the Supreme Court, 1984-1985 20 5
      Articles, 1983 20 6
      Correspondence, 1981-1986 20 7-10
      Lawsuit, 1983 20 11
      News Releases, 1983 20 12
    Commission's Exempt Organization Advocacy Group, 1987-1988 20 13-15
    Committee Meetings, 1990-1991 20 16-20
    Congressional Hearings on Foundations, 1983-1984 20 21
    Council of Foundations, 1981-1983 20 22
    Economic Recovery Tax Act Task Force, 1981 20 23
    Federal Budget, 1990-1991 20 24
    For Profit Organizations and Grants, 1980-1982 20 25
    Foundation Payout Rules, 1981 20 26
    Glossary of Congressional and Budgetary Terms, 1981 20 27
    Government Relations Slide Show, 1987 39 28
    Handsnet Communications, 1990 20 28
    IS Nonprofit Criteria Steering Group, 1990-1991 20 29
    IS Tax Group Meeting, 1991 20 30
    Internal Correspondence, 1989 20 31
    IRS Publication #1391, 1988-1989 20 32
    Lobbying    
      Advocacy Correspondence, 1990-1991 20 33-34
      Advocacy Guidebooks, 1988 20 35
      Advocacy Network, 1989-1990 21 1
      Guide to Advocacy Lobbying, 1989 21 2
      IS Mailing to Advocates, 1988-1991 21 3
      Judicial Nominations, 1988 21 4
      Regulations, 1989-1991 21 5-6
      Senator Byrd Amendment, 1990 21 7
      Steering Group, 1990 21 8
    National Council of Nonprofit Associations (NCNA)    
      Conferences, 1989-1990 21 9
      Correspondence, 1989-1991 21 10
    Newsletters    
      Government Relations Info and Action, 1979-1998 21 11-14
      State Tax Trends, 1990-1993 21 15
    Nonprofit Risk Management and Insurance Institute, 1990 21 16
    Office of Management and Budget (OMB) 21 17
      Assistance Policy Branch, 1980-1983 21 1
      Briefing Sheets, 1983 21 18
      Capitol Hill Day, 1983 21 19
      Coalition, 1983-1984 21 20
      Comments, 1983-1984 21 21-22
      Congress, 1983 21 23
      Correspondence, 1980-1985 21 25-29
      Denton Bill, 1983-1985 21 30
      Evidence of Abuse, 1978-1983 21 31
      Executive Order, 1976-1983 21 32
      Final Regulations    
        1983-1984 21 33
        1983-1984 22 1-4
      Hearings, 1983 22 5
      House Subcommittee on Civil and Constitutional Rights, 1983 22 6
      Impact, 1985 22 7-8
      Layman's Guide, 1984 22 9
      Legal Analysis, 1984 22 10
      Legislation, 1985 22 11
      Litigation, 1984 22 12
      Media, 1982-1985 22 13
      Organizational Response, 1983-1984 22 14-15
      Regulations    
        1980-1986 22 16-21
        1980-1986 23 1-2
      Related Circulars, 1974-1984 23 3
      Revisions, 1983-1984 23 4
      Secretariat, 1983 23 5
      Testimony, 1983-1984 23 6-7
      Watch Project, 1983 23 8
      Withdrawal, 1983 23 9
    Peace Dividend, 1989-1990 23 10
    Performance and Accountability Task Force, 1994 23 11
    Planned Giving, 1987 23 12
    Postal Rate    
      Nonprofit Mailer's Federation, 1985-1990 23 13
      Regulations, 1990 23 14
    Preserving Diversity: The Effect of Tax Policy on Nonprofit Organizations, 1989 23 15
    Program Evaluation Results, 1989 23 16
    Proposed Changes in the 990 Tax Form, 1988-1989 23 17
    Regional Association of Grantmakers, 1990-1991 23 18
    Role of the Charitable Sector, 1990 23 19
    Service    
      Coalition on Human Needs, 1990-1991 23 20
      Human Services Forum    
        Correspondence, 1990-1992 23 21-22
        Meeting, 1990-1992 23 23-24
      National and Community Service Act, 1989-1991 23 25-26
     
      National Neighborhood Coalition, 1990-1992 23 27
      National Service, 1989-1991 23 28
      Points of Light, 1989-1991 23 29
      Volunteer Protection Act, 1988-1990 23 30
    Social Welfare, 1984-1990 23 31
    State Net Information Service, 1990 23 32
    State Tax Trends, 1990-1991 23 33
    States    
      California Association of Nonprofits, 1990-1991 23 34
      Colorado Association of Nonprofit Organizations, 1988-1991 23 35-36
      Council of Illinois Nonprofit Agencies, 1989-1990 23 37
      Council of State Policy and Planning Agency, 1989-1990 23 38
      Michigan Nonprofit Forum, 1988-1990 23 39
      Minnesota Council of Nonprofits, 1984-1991 24 1
      New Jersey Center for Nonprofit Corporations, 1988-1990 24 2
      New York Nonprofit Coordinating Committee, 1988-1991 24 3
      The Taxation of Nonprofits, 1989 24 4
      Washington Council of Agencies, 1989-1990 24 5
    Tax Policy Resource Materials, 1986 24 6
    Tax Reform    
      Alliance for Philanthropy, 1986 24 7
      Appreciated Property, 1985-1990 24 8
      Contributions Coalition, 1984-1986 24 9
      Correspondence, 1977-1986 24 10-11
      Fringe Benefits, 1983-1984 24 12
      Hearings, 1985 24 13
      Lobby Regulations, 1987-1989 24 14
      Lobby Steering Committee, 1987-1989 24 15-19
      Minimum Tax, 1982-1988 24 20
      Pension Plans 403(b), 1985-1986 24 21
      Response, 1984-1985 24 22-23
      Senate Finance Committee Proposals, 1986 24 24
      Senate Proposal Research, 1985 24 25
      Sunset, 1979-1981 24 26
      Tax Cut Hearings, 1980 24 27
      Tax Exempt Bonds, 1981-1986 24 28
      Zero Bracket Amount, 1979 24 29
    Tax Reform Act Impact, 1989-1990 24 30
    Tax Return Disclosure for Charities, 1989-1990 24 31
    Union Institute    
      Project, 1988-1991 24 32
      Proposals, 1991 25 1-3
    Unrelated Business Income Tax (UBIT)    
      Articles, 1988-1990 25 4
      Correspondence, 1988-1990 25 5
      Media Kit, 1990 25 6
      Model State Bill, 1990 25 7
      Position Statement, 1990 25 8
      Steering Group, 1989-1990 25 9-10
  Membership Committee    
    Academic Programs, 1987-1988 25 11
    Committee Minutes and Packets    
      Chairperson Correspondence, 1985-1987 25 12-13
      Committee Membership, 1984-1985    
      Development Committee Minutes and Packets, 1980-1984 25 15-24
      Development Subcommittee, 1982-1985 25 25-27
      Membership Committee Minutes and Packets    
        1980-1981 25 28-31
        1982-1992 26 1-23
      Membership Subcommittee, 1987-1989 26 24-26
      Membership-Development Committee Merger, 1985-1987 26 27
    Correspondence    
      1984-1987 26 28-30
      1987 27 1-2
    Fund for the Future, 1985-1987 27 3
    Dues Report 1986-1987 27 4-5
    Future Size Report, 1984 27 6
    Government Relations Staff Intern, 1986 27 7
    Grant Proposals    
      Campaign Grant Proposals, 1986-1990 27 8-18
      Funding Requests, 1987 27 19
      Funding Updates, 1986-1988 27 20
      Grants Turned Down, 1987-1988 27 21
      Project Budgets, 1986-1990 27 22
    Library and Information Manager Report, 1984-1985 27 23
    Marketing Tests, 1988 27 24
    Measurable Growth, 1985-1989 27 25-27
    Member Profile    
      Geographic Breakdown, 1985-1986 27 28
      Member Fields of Interest, 1980-1987 28 1
      Membership Analysis, 1983 28 2
      Membership Lists    
        Low Profile List, 1987 28 3
        New Members, 1982-1987 28 4
        Voting Members, 1986-1989 28 5
      Profile of Membership, 1983-1986 28 6
      Membership, 1987-1989 28 7-10
    Membership Campaigns    
      California Session on Tax Policy, 1985 28 11
      Capitol Hill Days    
        General Information, 1985 28 12
        Speeches, January 28, 1985 43 9-10
      Community Foundations, 1986 28 13
      Lawrence Corcoran, 1980-1987 28 14
      Corporate, 1981 28 15
      Declines, 1983-1987 28 16-20
      Drops, 1986-1987 28 21
      Foundation Testimony, 1984 28 22
      Fund Raising, 1989 28 23
      Halsey/Lyman Letter, 1984 28 24
      Stephen Halsey, 1984-1986 28 25
      John Phillips Luncheon for Education Groups, 1984 28 26
      Lyman Reception, 1984 28 27
      Membership Campaign, 1983 28 28
      Membership Drive    
        Packet, 1990 28 29
        Tenth Anniversary Membership Drive, 1990  V4  
      News Articles, 1979-1981 28 30-31
      OMB Coalition, 1983-1984 28 32
      Overview, 1989 29 1
      Prospect Lunch, 1984-1985 29 2-13
      Prospects, 1983-1989 29 14-24
      Prospects Deleted, 1985-1989 29 25
      Prospects (unapproved), 1985-1987 29 26
      Retention Program    
        Analysis, 1985 29 27
        CEO Changes and Follow-ups, 1985-1987 29 28
      Staff, 1989 29 29
      Staff Visits, 1986 29 30
      Tax Reform Sessions, 1984-1986 29 31
      Ted Taylor, 1989 29 32
    Membership and Development Secretary Duties, n.d. 29 33
    National Awards Program, 1986 29 34
    National Survey, 1989 29 35
    Regional Meeting Development    
      Annual Meeting Follow-up, 1986 29 36
      Associates Correspondence    
        1988-1989 29 37
        1988-1989 30 1-2
      Regional Meetings, 1987 30 3-5
    Research, 1987-1988 30 6
    Studies in Leadership, 1983-1985 30 7-8
    Support, 1987 30 9
    Tax Issues, 1988 30 10
    Videos, 1988 30 11
  Public Information and Education Committee (PIE)    
    Committee    
      Minutes, 1984-1990 30 12
      Packets, 1983-1988, 1990 30 13-14
    Corporate Philanthropy, 1979-1987, 1991 30 15
    Daring Goals for a Caring Society    
      Coalitions    
        Coalition Information, ca. 1989 30 16
        Meeting, 1988, 1990-1991 30 17-20
        Survey Results, 1990 30 21
      Committee, 1987-1988  30 22-28
      Committee on Measurable Growth, 1987 30 29
      Corporate Marketing Task Force    
        Correspondence, 1989 30 30
        Meetings, 1989 30 31
      Correspondence    
        1988-1992 30 32-33
        1988-1992 31 1-3
      Daring Goals/Give Five Committee Packet, 1989 31 4-5
      Daring Goals/Give Five Newsletter, 1988 31 6
      Marketing Plan, 1988 31 7
    Forum on Community Service, 1986 31 8
    Give Five    
      3M, 1990 31 9
      Ad Campaign, 1987, 1989 31 10-13
      Advisory Committee, 1989-1991 31 14-18
      Board Reports, 1989-1991 31 19
      Correspondence, 1988-1991 31 20-24
      Evaluations    
        Committee, 1990 31 25-26
        Evaluation File, 1990 31 27
        Reports, 1990 31 28
      Five Who Give Five, 1988 31 29
      General Information, 1990 31 30
      Getting Your Slice of Give Five, 1990  31 31
      Immeasurable Returns, n.d. 31 32
      International Motor Sports Association, 1989 31 33
      Newspaper Articles, 1989-1990 31 34
      Objective Review Session, 1989 31 35
      Photographs, n.d. 39 27
      Pledges, 1990 31 36
      Program Plans, 1990 31 37
      Program Updates, 1987-1990 31 38
      Quarterly Reviews, 1989-1990 32 1
      Religion, 1989 32 2
      Team Meeting, 1989-1990 32 3-5
      U.S. Open, 1989 32 6
    John Gardner Award    
      Brochures, 1986-1990 32 7
      Committee Meetings, 1984, 1986-1990 32 8-9
      Correspondence, 1986-1990 32 11-13
    John Thomas Correspondence    
      1981-1984 32 14-25
      1984, 1986 33 1-3
    Lend a Hand    
      Ad Council Campaign, 1984 33 4
      Campaign Packet, 1984 33 5
      Campaign Promotion, 1984 33 6
      Correspondence, 1982-1986 33 7
      Lend a Hand Music, ca. 1984 43 14
      Lend a Hand TV Spots, n.d. F13  
    Presidential Task Force, 1986-1988 33 8
    Program Planning Committee on the Whole, June 20, 1980 33 15
    Publicity    
      National Press Club Press Conference, December 4, 1990 V1  
      Photographs, 1970s-1989 39 29
      Press Club Shoot, October 16, 1990 V2  
      Press Conference, September 5, 1990 V3  
      Press Releases, 1980-1987, 1990-1997 33 9-14
    Staff Retreat, June 13, 1980 33 16
    Task Force on Educational Materials and Community Service, 1984-1987 33 17-21
    School Curriculum and Community Service, November 10, 1987 33 22
    Task Force on Materials Distribution, July 11, 1984 33 23
    "To Care"    
      Brochures, 1982-1983 33 24
      Budget and Marketing, 1982-1983 33 25
      Correspondence, 1982-1985, 1987 33 26-29
      Films, Inc., 1983-1989 33 30
      Premiere    
        Cities, 1983 34 1-2
        Correspondence, 1983 34 3-4
        Invitation Packet, 1983 34 5
      Promotional Packet, 1983 34 6
      Prospects, 1983 34 7-9
      Response, 1983-1984 34 10
      Script and Guide, 1982-1983 34 11
  Research Committee Files    
    Academic Centers and Programs, 1988, 1991 34 12
    Compendium of Resources Syllabi, 1988-1989, 1991 34 13-19
    Research in Progress, 1982/83-1987/88 34 20-22
    Spring Research Forum Programs, 1983, 1985-1991, 1993, 1995 35 1
    Spring Research Forum Publications    
      1983-1990 35 2-8
      1991 36 1
    Surveys    
      Americans Volunteer, 1981, 1985 36 2-3
      Analysis of the Economic Recovery Program, 1982 36 4
      Charitable Behavior of Americans Detailed Tables, 1985 36 5
      Charitable Behavior Survey Documentation, 1986 36 6
      Charitable Giving in Upper Income Households, 1987 36 7
      Correspondence, 1980-1983, 1985 36 8-10
      Gallup Study of Tax Reform and Charitable Contributions, 1986 36 11
      Giving and Volunteering in the U.S. 36 12-13
        Adult Survey, 1992 36 14-18
        National Advisory Committee, 1995 36 19
        National Opinion Research Center, 1994 36 20
        Reports, 1985, 1988, 1990 36 21
        Teen Survey, 1990, 1992 37 1-7
        Teen Survey of Voluntarism, 1990 37 8
        Unweighted Teen Tabulations, n.d. 37 9
      Independent Sector Survey, n.d. 37 10-13
      Perspective Views on Research and Philanthropy and the Voluntary Sector    
        Richard Magat Interviews    
          ca. 1988 43 18-21
          ca. 1988 44 1-21
          ca. 1988 45 1
        Survey Publication, 1989 37 14
      Religion and Philanthropy    
        Bibliography, ca. 1987 37 15-17
        Contacts, 1986-1987 37 18
        Data, 1987-1988 37 19
        Feedback    
          1987 37 20-21
          1987 38 1-2
        Funding, 1985-1987 38 3
        Index Terms, 1986-1987 38 4
        Office, 1986-1987 38 5
        Progress Reports, 1986-1987 38 6
        Publicity, 1986-1987 38 7
        Research, 1985-1986 38 9
        Research Organizations, 1986-1987 38 10-11
        Results, 1986-1988 38 12-14
        SSSR/RRA Annual Meeting, 1987 38 15
        Survey, 1987-1988 38 16-17
        Technical Advisory Committee 38 18-19
          Correspondence, 1986-1987 38 20
          Meeting, 1986-1987 38 21-22
      Statistics of Income Division Classification Workbook, 1996 38 23
      Survey of the Public's Recollections of Charitable Donations, 1979, 1982-1983 38 24-26
      Taxpayers Attitudes Towards Changes in the Law Governing Deductions for Charitable Contributions, 1984 38 27
Publication Files, 1979-1998    
  Accountability With Independence, 1983 38 28
  Aiming High on a Small Budget, 1986 38 29
  Annual Reports, 1980, 1985-1988, 1990-1992, 1994 39 1-2
  Brochures, 1982-1994 39 3
  Cumulative Repots, 1983-1985, 1990 39 4
  Daring Goals, 1986, 1988 39 5
  Ethics and the Nation's Voluntary and Philanthropic Community, 1991 39 6
  John Gardner Leadership Papers, 1986-1988, 1991 39 7
  Measuring the Independent Sector in the U.S. Economy, 1992 39 8
  Nonprofit Management Series, 1988 39 9
  Occasional Papers, 1980-1987 39 10
  Overview of Major Activities, 1984-1994 39 11
  Program Plans, 1980, 1986-1990, 1991-1995 39 12
  Resource Raising: The Role of Non-Cash Assistance in Corporate Philanthropy, n.d. 39 13
  Starting a Measurable Growth Coalition in Your Community, n.d. 39 14
  State of the Sector, 1987 39 15
  Tax Publications, 1981-1993 39 16
  To Preserve an Independent Sector, 1979 39 17
  Update, 1983-1991, 1998 39 18-19
  The Voluntary Spirit, 1992 39 20
  What IS Happening?, 1985, 1991-1992 39 21
  What Voluntary Activity Can and Can't Do for America, 1989 39 22
  Youth Service: A Guidebook for Developing and Operating Effective Programs, 1988 39 23
Photographs and Slides, 1970s-1989    
  Academic Focus Group, 1988 39 24
  Annual Meeting, 1988 39 25
  Board of Directors, 1984 39 26
  Give Five, n.d. 39 27
  Government Relations Slide Show, 1987 39 28
  Publicity Photographs, 1970s-1989 39 29
Audio-Visual Materials, 1978-1992    
  Audio    
    Annual Conference, 1980-1981, 1984-1988    
      1980 40 1-20
      1980 41 1-20
      1980-1981, 1986-1987 42 1-21
      1987-1988 43 1-7
    Robert Bremner, 1982 43 8
    Capitol Hill Days Speeches, January 28, 1985 43 9-10
    Donor's Meeting, 1989 43 11-13
    Lend a Hand Music, ca. 1984 43 14
    National Council on Philanthropy, 1978 43 15
    Brian O'Connell Speeches, 1979, 1986 43 16-17
    Research Committee    
      Richard Magat Interviews for Perspective Views on Research and Philanthropy and the Voluntary Sector    
        ca. 1988 43 18-21
        ca. 1988 44 1-21
        ca. 1988 45 1
      Research Committee and National Center for Charitable Statistics Meeting, ca. 1992 45 2-5
    Tax News Conference, May 29, 1985 45 6
  Video    
    Independent Sector Charter Meeting Film, 1980 F1-F12  
    Lend a Hand TV Spots, n.d. F13  
    National Press Club Press Conference, December 4, 1990 V1  
    Press Club Shoot, October 16, 1990 V2  
    Press Conference, September 5, 1990 V3  
    Tenth Anniversary Membership Drive, 1990 V4  
Last updated by bburk on 02/28/2009