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Free resources for those supporting fundraising. Samples, white papers, best practices, job
board and more. Sustained by your enthusiasm, expertise and contributions of content.
Annual Giving Staff Increase
Proposal for increasing the number of annual giving staff. Jeffrey D. Driggs.
Preparing to do an audit of an advancement services organization. Some tips and tricks.
Average Cost per Dollar Raised
Favorite topic frequently posted on listservs and asked and discussed in many other forums.
Budget Reduction Questions
Some questions to ask and think about when you are facing budget reductions.
Campaigns & Adv. Services
PowerPoint with some general ideas on how campaigns affect Advancement Services.
Common Sources of Funding
It is fiscally prudent for organizations to have diverse sources of revenue. In order to be stable and able to plan for their future, organizations need to have predictable, sustainable streams of operating revenue. Those who have a diverse base of funding are less vulnerable to fluctuations in flow or to the elimination of any one funding stream. Mary Prodanovic.
Some areas to review during your budget planning process for potential cost savings.
If you don't measure ...
Presentations: Developing a Tracking System.
Gift Administration Fees
Some survey results on gift administration fees on the surveys page.
Horses, Software and Bad Art
Booking non-cash gifts and giving credit where credit is due. Liz Landry.
IRS policies procedures and gift processing.
Rules and Regulations
Should I accept this?
|Gift and Records Processing ...|
Example of acknowledgement using merge fields for custom letters. Amy J. Phillips.
Doing More with less!
How Can I Automate This Stuff?
Enforcing Data Entry
Ways to help improve your data entry
procedures. Amy Phillips.
Finding Lost Alums
Putting together the Puzzle.
Follow the Gift
Presentation explaining the basics of gift processing for development staff. K. Harvey Summers.
Should I Accept This Gift?
Presentation on the best practices in gift processing. Catherine Spickard.
Improving efficiency and accuracy.
Samples from gift processing manual used at Rollins College in their award winning advancement services shop.
Finding and fixing your top 10 gift processing problems. Steven Jacobson.
Beginning to End. Helping to make order out of chaos. John Taylor.
Gift Processing Flowchart
Extensive gift processing flowchart with related information. Tammy Burkhardt.
Gift Processing Workshop
Presentation from a gift processing workshop used to help train and inform unit development and financial staff. Catherine Spickard and
Maria A. Zampierollo.
Gift Transmittal Process
Mapping of gift processing transmittal process. Ted Haegele.
10 key points for improving the accuracy of your gift processing. Eric Saarvala.
IRS is Not A 4-Letter Word?
IRS, Processing and more ...
Help train business officers on managing donations. Semere-ab Abiyo.
Alumni objectives matrix showing strategies, timeframe and resources required.
Annual Fund Planning
Annual Fund Business Plan.
Annual fund segmentation plan.
Annual Giving Planning
Annual Fund Operating Plan. Stacy Mara.
Annual Giving Operating Plan.
Planning Calendar. Mike Westfall.
Annual Giving Plan. Molloy College.
Annual Giving Plan.
University of Detroit Mercy.
Annual Giving Pyramid
Annual Giving Pyramid. Tracking annual giving solicitations. Heather Riddle.
Annual Giving Pyramid
Annual Giving Pyramid. Corina Lynn Coles.
Comprehensive campaign planning timeline contributed by Mike Westfall.
Creating an Action Plan
Presentation and two spreadsheet samples of plan: Action Plan, Action Plan Worksheet. James Minehart.
More Pyramid Links
Alexander Macnab & Co.
Business Plan Outline
Outline for creating a comprehensive business plan. Amy Phillips.
Annual Fund. Sharon Ammons.
Annual Fund. Dianne Easter.
Annual Fund. University of Detroit Mercy.
Annual Fund. Virginia Tech.
Phonathon & Direct Mail. Sheri Hamiter.
Campaign Communications Plan
Campaign communications plan for WVU's $250 million campaign which eventually raised $336 million. These are challenging plans to put together, and this is a good example. Pam Fronko.
Conceptual diagram on some of the elements inherent in managing change.
Lindsay P. Ballenger.
Direct Mail Worksheet
Worksheet to help manage direct mail.
Donor Loyalty Report
Used to help plan annual fund activities and build a gift range pyramid. Julie Ripper.
Journal of Financial Planning Association has articles, links ...
Goals and Objectives
Planning for the annual fund.
Sample operating plan for annual giving.
Improving your planning techniques with a Cyclical Calendar to plan upcoming projects. Kate Goldberg.
Organizations with agile planning, budget and forecasting capabilities are best positioned to weather uncertain economic times. By instituting a standardized planning system, an organization will have a clear vision of where it wants to be in future and a blueprint to readily improve, adapt, and monitor progress toward goals. Mary Prodanovic.
Scott Fendley talks with Jon Thorsen, Director of Advancement Services at The Nature Conservancy, about strategic planning for advancement services. From Bentz Whaley Flessner.
Business Plan, Weekly Activity Report, Goals. Kathleen Madonna.
Good overview presentation on the ins and outs of project management. Mary Prodanovic.
Sample college reporting packet for all aspects of annual fund with large number
of statistics and analysis.
Reunion Giving Pyramid
Analysis of reunion giving.
|More resources ...|
|Business Performance Management Magazine - Good articles on measuring business performance.|