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Resource Pages
Resource PagesThese pages are for your use as a resource library to assist you in many aspects of your annual fund and advancement program.

We plan to add to these in the future, and if there's any resource or sample you would like included, let us know and we will do our best to add it.
Resources
A Word on the Word Alumni
Alumni Touch Points: From Silos to Synergy. Mike Westfall.
Annual Giving Briefcase. Annual giving briefcase with various samples on Yahoo.
Annual Giving Operating Plan. Mike Westfall.
Architectural renderings and furniture designs of the University of Toronto's NEW 60-station
  student calling center and other call center vides photos and other information.
Awards Nomination Process. Kathy Spring.
Building Internal and External Relations. Mike Westfall
Caller Training Video
  Creative training video done for telemarketing staff in a hop-hop style. (PG 13).
  Tim Regan. Adam Smith.
Compliance with the CAN-SPAM Act, by Steve Hafner, HEP Development
Consecutive Giving
  Devin T. Mathias, MBA '04, Director of The Florida Fund University of Florida Foundation, Inc.
Cost Savings within Your Infrastructure.
The Credibility Gap: Strategies for Elevating Program Stature.
Customer Respect Group. Improving the online experience.
Data Integrity Justification Worksheet. Mike Westfall.
Donor Charter of Rights
Donor Loyalty Report. Used to help build an annual giving pyramid. Julie Ripper.
Data Integrity
Employment Links. Where the jobs are.
Engaging Alumni. The Return of Marketing to Fundraising. Engaging Alumni with Premiums
  and Other Tested Strategies. David Hazletine, President and CEO, Yellowfin Direct Marketing Inc.

E-Solicitation samples. Links to e-solicitations, analysis of results and more.
Exploring eOpportunities for Annual Giving Success. Lauren Steinberg.
Fact or Fiction?. Assessing your programs. Jeff Lindauer.
Favorite Listservs

Getting to the Next Level via Improved Data Integrity. Scott VanDeusen
Improving Caller Retention by Albert Melfo, Kent State University
Leadership for Young Advancement Professionals
  Good presentation on leadership skills for young advancement professionals.

  Devin T. Mathias, MBA '04, Director of The Florida Fund
  University of Florida Foundation, Inc.
Leveraging Penetration Rates Within the Call Center
Major Gift Staff Evaluation Form. Mike Westfall.
Matching Gift Efforts Within Your Direct Mail Program
Survey on Matching Gift Practices. Amy Phillips.
Maximizing Matching Money. Brian Lacy.
Non-Alumni Strategies. Helen Brenneman.
Online Fundraising Using Email Messaging
  
With permission from PBS and thanks Kristy Nyp of the FHSU Endowment Association,
  two case studies from stations who successfully increased fundraising by using the
  email messaging and online fundraising module. DPTV. KVIE.
Online Fundraising. Matt Frazier's Online Fundraising Blog.
On-Line Giving: Outsourcing Considerations. Mike Westfall
Online strategies. Synergy Through Service.
  From the CASE Senior Annual Giving Professionals Conference. Mike Westfall.
Peer Schools Annual Fund Results Comparison.
  Prepared by Terri Burris and Ryan Martin from Virginia Tech.
Philanthropic Quotes
Planning Calendar. Mike Westfall.
Portico. Comprehensive lists of links for advancement professionals.
Predicting Pledge Fulfillment. Presentation, by Peter Wylie, Data Mining Consultant.
Principles of Stewardship. Mike Westfall.
Reporting Essentials. Mike Westfall.
Report Sample - Annual Giving vs. Annual Fund by Gift Range. Mike Westfall.
Report Sample - E-solicitation Analysis. Mike Westfall.
Report Sample - Fulfillment by Effort. Mike Westfall.
Report Sample - Pledge by Effort. Mike Westfall.
Reunion: A Time to Solicit "Spike" Gifts from Alumni. Ann L. DiStefano.
Salutations and Response Rates to Online Surveys. Paper by Jerold Pearson and Roger A Levine
Sample Annual Giving Pages
Solicitation Code Matrix. Mike Westfall.
Solicitation Policy Sample. Mike Westfall.
Staffing and Justification Strategies - Identifying Opportunities for Growth
  From the CASE Senior Annual Giving Professionals Conference. Helen Brenneman.

@Stanford and Institutional Advancement. 2001 Paper by Jerold Pearson
Stewardship. Building a foundation for stewardship.
Strategic Planning. Mike Westfall.
  From Devin Mathias, Director of Annual Giving, University of Florida Foundation.
Supervisor's Guidelines for Handling Staff Performance Issues. Albert Melfo.
Supportingadvancement.com. Resource site for those supporting advancement and development.
Survey of Giving Clubs. Ohio State University
Targeting International Alumni. Mike Westfall.
US News and World Report 2004 College Rankings Comprehensive, sortable, Excel breakdown
  including sort by giving rate. Compliments of Devan Mathias, University of Florida.
US News and World Report 2005 College Rankings Comprehensive, sortable, Excel breakdown
  including sort by giving rate. Compliments of Devan Mathias, University of Florida.
Top 10 Reasons to Support the Annual Fund
Variable Data Printing. Personalizing direct mail.
  From David Hazletine, President and CEO, Yellowfin Direct Marketing Inc.
What's Your Perspective. Improving Your Direct Mail Pieces. Jeffrey Driggs.
Working Together to Get Things Done - Part 1
  It's of utmost importance for annual fund and advancement services to work together effectively.
Working Together to Get Things Done - Part 2
www.annualfund.edu: Perception, Reality and Practice. Mike Westfall.
Year end planning.
Young Alumni Strategies. Helen Brenneman.
Samples
Direct Mail and Pledge Forms
Human Resources
Incentives
Leadership Annual Giving
Parents
Planning
Reunion
Scripts
Senior Class
Solicitation and E-Solicitation Copy
Stewardship
Surveys@SupportingAdvancement.com
Telefund
Training
 

More resources and samples available @ SupportingAdvancement.com, an AFI strategic partner.

 

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