Matching Gifts Practices

Amy J. Phillips, Gift Registrar, Smithsonian Institution

With more than 20 years of work experience at various nonprofit organizations, Amy has acquired an understanding for many aspects of nonprofit management and appreciates sharing the concepts she has learned about advancement services as they apply to many organizational profiles. Amy currently serves as Gift Registrar for the Smithsonian Institution. Her earlier experience in institutional advancement included positions at two colleges, a museum, and a "think tank" in Washington, DC and several contractual/consulting opportunities, as well. Just prior to joining the Smithsonian, she served as Assistant Director of Advancement Services at Temple University in Philadelphia.

Amy has given presentations on software utilization tricks, best office practices and matching gift processes for the Millennium user community, the Annual Advancement Academy, and the Association for Advancement Services Professionals [AASP]. She has also presented for the Council for Advancement and Support of Education at the Summer Institute for Advancement Services, the Senior Advancement Services Professionals conference, several Matching Gift Symposiums and the inaugural Gift Processing Workshop in Orlando through which participation she has earned a number of CASE "faculty star" citations.

Amy is an active Founding Member of the Association of Advancement Services Professionals [AASP] for which organization she currently serves on the Board as Membership Chair as well as a member of the Ethics Committee.

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
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.
Matching Gifts. No Time Like the Present for Matching Gifts!
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

Surveys
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.

Brian Dowling, Principal and Founder, SupportingAdvancement.Com

Brian Dowling has invested more than 19 years working in Advancement and Development Services managing systems, gift processing, records, web sites, research, and operations.

Brian joined the VGH & UBC Hospital Foundation in 2008 as Chief Information Officer and is responsible for deploying creative information technology solutions to help the Foundation achieve its fundraising and engagement goals.

Brian worked previously at the University of Michigan and was responsible for managing the technological infrastructure, gift processing and records administration for the Office of University Development in support of a $3.1 billion campaign. The database contained over 1,000,000 entities and average revenue was $250-$370 million representing approximately 184,000 gift transactions.

Prior to that, Brian worked at The University of Toronto. The university’s $1 billion campaign was Canada’s largest and most successful philanthropic effort in higher education. The database of over 700,000 entities supported a large scale advancement operation.

Brian has also worked at a number of institutions in both the United States and Canada, where he gained understanding, knowledge and perspectives of managing in small, medium and large shops. This experience included multiple system conversions, web site development, budgetary and financial responsibilities, operations management and more. He has consulted in the United States, Canada and Australia, written numerous articles and presents regularly at conferences.

He invests his spare time in SupportingAdvancement.Com and is an amateur musician.

Data Analytics and Reporting. Presentation - Building Your Data Warehouse - Session 1. Associated Podcast.

Data Analytics and Reporting. Presentation - Building Your Data Warehouse - Session 2. Associated Podcast.

Data Warehouse - Driving Performance With Information.

Effective Technology Planning.

Matching Gifts Survey 2006. Results. Print version. Co-contributor Amy Phillips.

Matching Gifts Survey 2007. Results. Presentation of the results of the survey. Co-contributor Amy Phillips.

Matching Gifts Survey 2008. Results. Podcast with Brian Dowling and Amy Phillips. Co-contributor Amy Phillips.

Matching Gifts Survey 2009. Results. Co-contributor Amy Phillips.

More With Less. What are some strategies to help in selling your budget?

Predicting the future. iPhone Applications for Non Profits.

Reports and Reporting. Concepts of Information Leverage.

Reports and Reporting. Survey on Report Writing.

Systems. Information Systems and Data Management Practices Advisory Group.
Systems. Site Visit Checklist. Site visits are an important component of a system replacement project. The checklist can be used to help structure these visits so time is productive.
Web Sightings. Augmented Reality. What is an example of augmented reality, and how might this apply to fundraising? (Video)

Web Sightings. Developing and Implementing an E-Philanthropy Strategy.

Web Sightings. I Am Fresno State. Good example of integration of various social media sites and internal site. (Video)

Web Sightings. Internet Strategy. Podcast on creating a comprehensive Internet strategy.

Web Sightings. Micro Sites and Campaigns. Example of using a micro site for targeted annual giving. (Video)

Web Sightings. Philanthropy Timeline. Why it's a good addition to your web site. (Video)

Web Sightings. Rating Your Web Presence. Comprehensive checklist for rating your ePhilanthropy presence.

Web Sightings. Save Our Scholarships. The Save Our Scholarships campaign from Eastern Washington University. (Video)
Web Sightings. Using New Web Technologies. Using web technologies for both internal and external purposes. Podcast.

Web Sightings. What are you doing with Web 2.0 Survey.

About SupportingAdvancement.Com

SupportingAdvancement.Com is currently one of the highest traffic, resource focused web properties in the higher education and non-profit spaces. The site is focused towards people working in advancement and development services, annual fund and operations but includes a substantial array of resources for fundraising and constituent engagement.

We learn from others. Site content is often contributed from professionals working across the broad spectrum of fundraising and constituent engagement throughout the world. Resources on the site are provided freely to the community through contributions, strategic partners and sponsorships.