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Masterson Papers HomeMasterson Series DescriptionsCSLA Research Collection HomeArchives and Special Collections HomeMasterson Papers, CSLA-19, Series 4, Boxes 18-25Masterson Papers, CLSA-19, Series 4, Boxes 26-33


Library > Collections > Archives and Special Collections > CSLA Research Collection > Masterson Papers. CSLA-19 > Masterson Papers. CSLA-19. Series Descriptions > Masterson Papers, CSLA-19, Series 4 > Masterson Papers, CSLA-19, Series 4, Boxes 18-25

Masterson Papers, CSLA-19, Series 4, Boxes 18-25


WILLIAM F. MASTERSON PAPERS (CSLA-19)

Series 4. PICO Subject Files. Boxes 18-25

BOX

FOLDER

CONTENTS

DATES


18

1

Catholic Charities of Orange County materials: Family Support Collaborative agendas (including fax), program evaluation meeting packet and program report, FACT resource directory, handwritten notes, organizational charts, background materials for strategic planning

1998

18

2

Order form and packing list for ArcView 3.0 purchase, brochure and 2 ArcView demo CDs, quotes for computer purchase and handwritten notes, and educational services catalogs

1996-1997

18

3

 

Fund development materials: email corr. re Nation article, Nonprofit Resource Center, Volunteer Management Report, Foundation Center, National Society of Fund Raising Executives (NSFRE), and EdSource brochures, reports and articles re fundraising (including email and fax) (1 of 2)

1996-1998

18

4

 

Fund development materials: Foundation Center brochures, reports and articles re philanthropy, nonprofit board of directors, development assessment, nonprofit management and budgeting (2 of 2)

1995-1998

18

5

Kellogg Foundation Grant materials: corr. (including email and fax) re final reporting, status reporting, grant notification, budgeting, grant proposal and drafts, handwritten notes, meeting agenda, application information, and memorandums re National Task Force

1995-1998

18

6

Public Welfare Foundation grant application and checklist

1998

18

7

Fax cover sheet from William Masterson and list of Roman Catholic foundations

1998

18

8

Hazen Foundation materials: completed grant application, Hazen Conference Report (Oct. 6-8, 1995), newsletter submission by PICO, corr. re PICO California Project and Project budget, draft proposal and concept paper.

1995-1998

18

9

James Irvine Foundation materials: fax re Irvine proposal notes, conference registration form, fax copy of revised PICO 1998 Project budget, narrative proposal instructions and draft proposal

1997-1998

18

10

Interfaith Funders Group materials: fax copy of PICO progress report, proposal, fax copy of Interfaith Funders Request for Proposals, concept paper, handwritten notes, and background information on oral histories

1997-1998

18

11

Walter S. Johnson Foundation grant guidelines

1998

19

1

Materials re community organizing: articles re strategies, evaluation, Training Institute for Careers in Organizing (TICO), institution-based organizing and mobilization against urban crime

1995-1996

19

2

EdSource materials: newsletters (1997-1999), resource cards, Wilder Foundation catalog, conference brochure, introductory corr.

1996-1998

19

3

Fax cover sheet and article re planned giving

1995

19

4

Photocopy of chapter from Evaluation Research by Carol H. Weiss

N.D.

19

5

C.S. Mott Foundation materials: letter granting PICO grant funds and fax copy of concept paper re building futures

1997-1998

19

6

California Endowment materials: program guidelines and application, handwritten notes and publications order form

1999

19

7

Materials re fund development information sources: Foundation Center software brochure, grantsmanship bibliography and list of grantmaker associations

1997-1998

19

8

Materials re fund development talk: outline of PICO?s fund development principles and donor cycle, grant seeking strategies, background information and statistics

1999

19

9

Materials re general fundraising: Grantsmanship Center Magazine (Fall 1995 and Spring 1996), email and fax corr., photocopy of St. John?s gift-planning program, meeting agenda, evaluation of project funded by Raskob Foundation, spreadsheet of individual donors (1988-1993) and handwritten notes

1988-1997 (dates broken)

19

10

 

Materials re fund development: handouts re building constituency support, proposal writing, contributions accounting, lease-revenue financing, board of director fundraising, major gifts and annual giving programs, and handwritten notes(1 of 2)

1997-1998

19

11

 

Materials re fund development: Congregations Building Community's (CBC) grant proposals, People Acting in Community Together's (PACT) grant proposals, concept paper, handouts re fundraising, social capital, liability of board members, development directors, accounting and budgeting (2 of 2)

1996-1997

20

1

Articles re fund development, fundraising theories, interview with Chris Argyris, and handwritten notes

1994-1998
(dates broken)

20

2

Gamaliel Foundation Leadership Training agenda

1993

20

3

Summary of report "No Place to Shop" and statistics of grocery companies

1991-1995
(dates broken)

20

4

Oakland Community Organizations' (OCO) grocery store analysis: preliminary study, statistics from Urban Decisions Systems, Inc, fax corr. and handwritten notes

1993

20

5

Materials re health care: community care plan, public health model, newspaper clippings

1993-1999
(dates broken)

20

6

Materials re affordable housing: articles re housing cooperatives, inclusionary housing, Freddie Mac Affordable Gold program, National Community Development Initiative, reports and newspaper clippings

1992-1995

20

7

Directory of Housing and Community Development Facilitators

1996

20

8

Department of Housing and Urban Development (HUD) materials: newsletters, guide to HUD publications and services, and list of HUD field offices

1994-1995

20

9

Materials re immigration: photocopies of articles from LA Times re immigration (April 1994), report "Analysis of the Nelson-Ezell Undocumented Immigration Initiative"

1994

20

10

Los Angeles Educational Alliance for Restructuring Now (LEARN) materials: newspaper clippings, background materials, photocopy of LEARN newsletter (Vol. 1 Issue 1), 1992-1993 LEARN timeline

1992-1995

20

11

National Association of Regional Councils (NARC) background materials

N.D.

20

12

National Decision Systems informational brochure

1998

20

13

National Neighborhood Coalition (NNC) newsletter, the NNC Information Report (August/Sept. 1992 and April 1993)

1992-1993

20

14

 

National Society of Fund Raising Executives (NSFRE) materials: guidelines, 1997 and 1998 membership roster, William Masterson?s membership card, various newsletter publications, thank you note, outline and handwritten notes for presentation, and annual report (1 of 2)

1997-1998

20

15

 

National Society of Fund Raising Executives (NSFRE) materials: various newsletter publications, NSFRE membership packet, NSFRE membership application, thank you card, and handwritten notes (2 of 2)

1997

20

16

List of national television and print media

N.D.

20

17

Neighborhood development email printouts re evaluating community-building initiatives, integration of development strategies, planning for collaborative problem solving, and strategies for distressed neighborhoods

1994

20

18

Photocopy of article "Leisure Time in the 1990's"

1992

20

19

Two photocopies re school site size standards

N.D.

20

20

Shopping center materials: information re types of centers, and article "Neighborhood Shopping Centers: Where to Put Them How to Fill Them Up"

N.D.

21

1

Handwritten notes re presentation to San Diego Organizing Project (SDOP)

1992

21

2

Problem solving exercise materials: handouts re group process, communication, diagnosing conflict, positional bargaining and problem definition process

N.D.

21

3

Program design and evaluation materials: email printouts re critical planning, quality program design, local evaluations, measuring empowerment and needs assessment

1994

21

4

Program evaluation materials: email printouts re reasons for evaluation, participatory evaluation and resources on program evaluation

1995

21

5

Public relations materials: article "Working With the Media: A Guide for Community Groups" and report entitled "Designing Effective Mass Persuasion Campaigns"

1974-1995
(dates broken)

21

6

Quality of Life Project materials: PICO proposal concept paper, article "Taking Stock: Indexes Serve as Tool for Sustainability", 1993 Sustainable Seattle report and Sustainable Seattle newsletter

1993-1994

21

7

Total quality management materials: handwritten notes, copy of PICO proposal Quality of Life project, photocopy of chapter 9 of The Fifth Discipline, reports, memorandums, and copy of Educational Leadership (Nov. 1992)

1992-1993

21

8

Sustainable Seattle newsletters (Issues No. 5-10)

1994-1995

21

9

Handwritten notes re 1997 Santa Cruz Directors Meeting and photocopies of chapters 1 and 5 of book entitled Common Purpose

1997

21

10

Nonprofits' Insurance Alliance of California brochures re Directors and Officers insurance

1997

21

11

Center for Nonprofit Sector Research (CNSR) materials: corr. re Cal State Fullerton's (CSUF) certificate program, reports and meeting agendas, CSUF's University Planning Committee Bulletin and CNSR background information

1995-1997

21

12

Endowment materials: PICO Endowment Strategy reports, fax copy of proposal for funding submitted to Howard and Roberta Ahmanson Family

1998-1999

21

13

Letter to Ahmanson Family re PICO proposal, U.S. map noting states not being organized, background information re Direct Action and Research Training Center (DART) and the Gamaliel Network

1998

21

14

PICO concept papers: "Congregation-based Community Organizing and Environmental Health"(1995) and "The Center for Church and Community"(1987)

1987-1995
(dates broken)

21

15

Fund development plan materials: 1999 PICO objectives, email printout re PICO Fund Development Seminar, lists of donors (1988-1998), gift range chart, PICO budget 1999, analysis of donor patterns and strategy worksheets

1988-1999

22

1

PICO management workbook materials: planning, management, marketing, personnel, finances, fundraising and governance

1994-1995

22

2

PICO Network Profile materials: PICO Network 1993 and 1994 analyses, copies of 1993 and 1994 PICO Network Profiles, organizing activity report form, 1995 cash flow projections, and memorandums

1993-1995

22

3

1998 PICO Network Profile materials: list of current Network staff, comparative analysis of local organizing campaigns, copy of 1998 PICO Network Profile and drafts with handwritten notes

1998

22

4

Power analysis materials: copy of Town of Lyons Town Council questionnaire, information packet re Government Resources and Services Task Force

N.D.

22

5

Copy of paper re PICO Network capacity building and fax copy of PICO background information

1998

22

6

Clippings and photocopies of Business Week articles "Reinventing America" (Jan. 1992), "It's Recovery Without a Heart" (Feb. 1993) and "Taking the bafflement out of Bonds" (Mar. 1993), and photocopies of related articles

1992-1993

22

7

Materials pertaining to use of retail space: clipping re AAMCO site, chart of various retail store sites from California Centers publication and chart of retail potential by population

1991

22

8

Retail studies materials: newspaper clippings and articles, photocopy of Section V from Retail Market Analysis, San Diego Organizing Project (SDOP) reports re San Diego store sales, retail power and demographic and economic profile of St. Jude?s neighborhood, and a copy of the LA County Transportation Commission's report "Vermont/Sunset Metro Red Line Station Joint Development Potentials Assessment"(1991)

1991-1999
(dates broken)

22

9

Materials pertaining to retail development based on population:1980 socio-economic profile of Anaheim-Santa Ana-Garden Grove, CA, memorandums and reports re neighborhood commercial centers

1980-1988
(dates broken)

22

10

School linked services materials: publications "The Future of Children", "Getting Started: Planning a Comprehensive Services Initiative" and "Comprehensive Approaches for Children and Families"

1992-1994

22

11

Planning and Zoning Issue No. 1: "Recent Developments Regarding Local Regulation of Sexually Oriented Businesses"

1998

23

1

 

Welfare reform materials: Center for Community Change (CCC) newsletters, memorandums and reports, special report "Welfare 'Reform' and the Revolving Door" and "Contracting Human Services: Recurring Scandals and Bad Performance", and 1997 publication "Confronting the Jobs Gap" (1 of 3)

1997-1998

23

2

 

Welfare reform materials: fax corr. with CCC, various CCC memorandums and newsletters, welfare reform fact sheets, email printouts re H.R. 3734--the welfare bill, briefing paper prepared for the Senate, a report re welfare reform, and executive summary of Create Revitalization Employment And Training Enterprise (CREATE) (2 of 3)

1995-1998

23

3

 

Welfare reform materials: Work Opportunity Response Commission (WORC Force) 1996 report, conference materials re engaging urban minority males, email printouts and handwritten notes, 1996 Welfare to Work Summit materials, photocopied chapters from When Work Disappears, publication "Employment Strategies for Urban Communities", and copy of 1996 Calif. State plan for provision of public assistance (3 of 3)

1996-1998

23

4

United Way materials: memos re Geographic Information System (GIS), various meeting agendas, GIS Phase I report, list of social descriptors for Phases I, II and III of GIS project

1998-1999

23

5

Business Week article "The Virtual Corporation" (Feb. 1993)

1993

23

6

Materials re IGC World Wide Web Services

N.D.

23

7

PICO proposal to Wells Fargo Community Development Contributions program

1996

23

8

LA Roundtable for Children's 1994 Youth Development Report, 1994 School Linked Services Report and 1994 Community Planning Report, Chicago For Youth's Executive Summary and Blueprints For Change report, New Expression publication (June 14, 1994)

1994

24

1

Industrial Areas Foundation (IAF) materials: Harvard Business Review report, IAF proposal, Bay Area Organizing Committee Temporary Guidelines, photocopies of various articles and newspaper clippings, copy of IAF memo from Saul Alinsky re Chelsea Community Council, report "Evaluation of Hope In Youth", and fax corr.

1960-1997
(dates broken)

24

2

James Irvine Foundation materials: "Organized Religion and Civic Culture" report and corr., meeting agenda and invitee list (Feb. 2001), summary of achievements 1996-2000 and handwritten notes

1996-2001

24

3

Neighborhood change materials: Cleveland Community Building Initiative materials, email printout re rebuilding the inner-city, photocopies of various articles, fax corr. and handwritten notes

1994-2000

24

4

Materials pertaining to nonprofit boards and committees: outline of PICO structure, handout re nonprofit by-laws, email printouts of various articles

1995

24

5

Copy of Exempts newsletter, photocopy of materials from The California Nonprofit Corporation Handbook re limitations on political activities

1993-1996

24

6

Materials pertaining to planning: demystifying marketing, the visioning process, strategic management, stakeholder analysis, force field analysis, proactive change, strategic planning, planning worksheets and handwritten notes (1 of 3)

1993-1995

24

7

Materials pertaining to planning: strategic planning process, handbook for strategic planning, planning worksheets, strategic planning model, and articles from Inc. magazine (2 of 3)

1992-1996

24

8

Materials pertaining to planning: agenda building, planning process assessment, planning framework, organizational systems checklist, planning worksheets, the visioning process and organization positioning (3 of 3)

1995-1999

24

9

Environmental Support Center (ESC) materials: two job announcements and accompanying job descriptions, brochure, and information re ESC?s Training and Organizational Assistance Program

1998

24

10

Good Jobs First materials: various newsletters, copy of report "The Policy Shift To Good Jobs", copy of "Minding the Candy Store" and general corr.

2000

25

1

Photocopies of Courier-Post articles re housing in Camden, NJ, copy of study entitled "American Dream Makers", copies of maps from various PICO Projects

1996-1999

25

2

Model documents materials: board manual, personnel polices, Orlando Area Interfaith Sponsoring Committee (OAISC) proposal to Darden Foundation, PICO Prototype 1997 Development Plan, PICO capacity building concept paper, and OAISC Fund Development Plan (1 of 2)

1997-1998

25

3

Model documents materials: by-laws, analysis of 1997 Leadership in Action Awards, PICO Final Report to Irvine Foundation, fund development plan reports, personnel policies, dues agreement, board training and fundraising strategies (2 of 2)

1997-1998

25

4

Photocopies of various articles re Mondragon and information re the Trusteeship Institute, Inc.

1992-1993

25

5

Nonprofit management literature materials: resource catalog, materials from California Association of Nonprofits (CAN), CAN newsletter (Mar/Apr. 1998) and various email printouts re publications

1995-1998

25

6

Alban Institute 1996 Annual Report, P.F. Bresee Foundation informational materials, study entitled "California Implements Welfare Reform", materials re Urban Youth Workers Institute, California Council for the Humanities and Justice Seekers (1 of 2)

1996-1998

25

7

Religion and Civic Culture Conference materials: conference packet and agenda, handwritten notes, several reports published by the Center for Religion and Civic Culture (2 of 2)

1998


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