|Employment | More With Less | Potpourri | Records | Reporting | Research | Revenue | Samples | Systems | Web Sightings|
every man a debtor to his profession; from the which as men of
course do seek
|Contributors to SupportingAdvancement.com ...|
|Laura Palmer, Assistant Director of Annual Fund Programs, Drake University|
am a recent graduate of the University of Iowa where I worked as a
telefund caller for three years. I am the Assistant Director of
Annual Fund Programs at Drake University.
Phonathon Training Presentation
|Sibyl E. Pedziwiatr, Matching Gifts Manager, Advancement Services, North Carolina State University|
Matching Gift Labels - Sample labels that NC State University uses
to verify gifts eligible to be matched. Most companies will accept a
label in lieu of completing the fields on their matching gift form.
Athletics Avery 5163, Athletics Avery 5164, IBM Avery 5366, Avery 5163, Avery 5164.
(Right click and save as to download.)
|Kerri Pepperman, Webmaster, Development Communications, Office of Development, University of Michigan|
|E-solicitation - Stewardship Piece Sent out To Donors|
|Don Philabaum, President & CEO, IAC|
is a Social Networking Software development company founded in 1995
to provide groups and organizations worldwide with online tools to
help them communicate with their members, acquire more data and
information about their members, provide a series of
revenue-generating channels, network and engage members and reduce
the time and cost to manager their members. IAC also sponsors the
Wired Communities blog.
Create an Email Use Policy - Email your Alumni - but not everybody at once!
|Amy J. Phillips|
more than 20 years of work experience at various charitable
organizations, Amy Phillips has acquired an understanding for many
aspects of nonprofit management. Most recently she served as Gift
Registrar for the Smithsonian Institution; Phillips’ prior
experience in institutional advancement has included positions at
two colleges, a museum and a “think tank” in Washington, D.C., as
well as various contractual/consulting opportunities. An active CASE
member, Phillips has earned “faculty star” citations as a presenter
at several conferences, including the annual Summer Institute in
Advancement Services. She has also given presentations on software
utilization tricks, best office practices and matching gift
processes for the Millennium user community, as well
as the Association for Advancement Services Professionals [AASP].
She is an active Founding Member of AASP, serving on the Board as
membership chair and member of the Ethics Committee. Amy is
currently consulting with organizations in the DC area as she
pursues her next career challenge.
Acknowledgement Letter. Example of acknowledgement letter using merge fields for custom letters.
Business Plan Outline
Data Integrity Links on the Records Page
Disaster Planning. What are some of the things development staff need to be able to focus quickly during catastrophic events?
Documenting Donor Intent. Gift agreement for individuals and endowment agreement for individuals.
E-solicitations - E-mail sent to Faculty Staff for Accomplishments E-solicitation
Enforcing Data Entry. Ways to help improve your data entry procedures.
Ethics of Matching Gift Management
Gift Processing Forms - Gift Transmittal Form, Gift Transmittal Form Instructions, Stock Gift Receipt Template.
Job Descriptions - Associate Director of Development Operations, Associate Director of Prospect Management, Campaign Director, College Development Associate, Communications Manager, Database Coordinator, Development Officer, Director of Corporate Relations, Director of Donor Relations, Director of Planned Giving, Gift Records Assistant, Information Technology Associate, Student Worker - Data Entry and Clerical Support.
Listserv Etiquette. It is important to observe guidelines to keep everyone productive on listservs.
Matching Gifts. No Time Like the Present for Matching Gifts!
Matching Gifts Practices. Presentation on matching gifts practices with information from the Matching Gifts Practices Surveys.
Performance. Set of various metrics for development performance. Use as a basis for helping to evaluate your program.
Sample Forms - Gift Transmittal Form, Gift Transmittal Form 2
Solicitation Code Matrix Proposal
Stewardship. Tips and tricks on stewarding your matching gift donors.
Working With Development Officers
Year End Processing - Stock Transfer Procedure Memo, Stock Transfer Fax Transmittal Sheet, Year End E-mail
Benchmarking Gift/Bio-Demographic Data Entry Activities
Records Practices, Results, Analysis of Results
What are some of your practices for records management and how do they compare to other organizations?
Matching Gifts Practices, Results
What are some of your practices for managing and maximizing your matching gifts revenues and how do they compare to other organizations?
Matching Gifts Practices, Matching Gifts Practices 2007 Results.
Results for the Matching Gifts Practices Survey for the second year the survey has been run.
Matching Gifts Practices 2008
Revised and upgraded to allow a greater depth and breadth of details for analysis including questions on Matching Gift Stewardship.
Matching Gifts Practices 2009
Revised and upgraded now including challenge gifts and government matching programs.
Matching Gifts Practices 2010 Results
Revised and upgraded. Print Version.
Matching Gifts Practices 2011 Results
Matching Gifts Practices 2012 Results
|Amber Pirtle, Phonathon Coordinator, Western Washington University Foundation|
Scripts - Putting it All Together
|Kristofer Pitman, Manager, Advancement Operations, Chapman University|
Pitman currently serves as the Manager, Advancement Operations
within the University Advancement department at Chapman University.
He provides oversight and leadership for the areas of gift
recording, alumni and donor records, and divisional budgeting and
IT. Kris is also a 2001 alumnus of Chapman with a BS in Business
Sample Forms - Data Request Form
|Philip Poe, Alumni Attitude Study|
|Alumni Research - Alumni Dues, Alumni Era Segmentation Model, Magazine Content|
|Lisa Poullard-Burton '90, Director of Alumni Relations, Baruch College CUNY|
|Job Description - Administrative Assistant|
|Christopher J. Praul, Director of Advancement Services, Susquehanna University|
advancement professional for over 10 years, Chris has a broad
background in non-profit fundraising. He currently directs the
advancement services division at Susquehanna University as well as
maintains a portfolio of consulting clients. Bringing a library
science and information systems background to advancement services,
Chris specialized in advancement systems, prospect management, gift
policy, and research.
Sample Forms - Commitment Form, Data Request Form.
|Mary Prodanovic, Manager, Business Transformation, VGH & UBC Hospital Foundation|
a senior project and
operations manager with more than 20 years of
experience in the non-profit sector.