On-Line Giving - Outsourcing Considerations

Mike Westfall, Vice President for University Advancement, Eastern Washington University

Mike is currently the Vice President for University Advancement at Eastern Washington University, having previously worked as Associate Vice President for Advancement at Radford University. Mike previously worked for the University of Toronto as Director, Alumni Advancement, overseeing a staff of 20+ in alumni relations and annual giving programming targeting 360,000+ alumni. Mike has also worked in development at Virginia Tech, Michigan State University and Georgetown University.

Alumni Engagement Matrix.
Alumni Objectives Matrix.
Annual fund Within a Campaign: Leadership Principles and Annual Fund Strategy.
Annual Giving Operating Plan.
Building Internal and External Relations.
Campaign Planning. Comprehensive campaign planning timeline.
Campaign Staffing. Presentation on Getting (& Keeping) the Right People on the Bus.
Case for Enhanced Marketing.
Credibility Gap. Strategies for evaluating program stature.
E-Communications. E-communications and relationships.
E-Solicitations. An integrated approach to giving. College of Arts and Sciences E-solicitation.
Favorite reports. Contributor of some of the favorite reports.
Fiscal Year vs. Calendar Year. Which one should you use?
Fostering Communication. Improving communications between Annual Fund and Advancement Services.
Generic Gift Card
Lessons Learned. Presentation on lessons learned in annual fund.
Leveraging Penetration. Leveraging penetration in the call center.
Major Gift Staff Evaluation.
Matching Gift Efforts. Improving your direct mail matching gift performance.
Maximizing On-Line Vision
Maximize Your Matching Gifts. Video of Presentation.
Nurturing Alumni Relationships. Improve the management of your alumni touch points.
On-Line Giving - Outsourcing Strategies
On-Line Strategies. Presentation on on-line strategies for Alumni and Development.
Online Strategies. Synergies through service.
Philanthropic Best Practices.
Planning Calendar.
Principles of Stewardship.
Reporting Essentials.
Role of Advancement. Conceptual diagram on what is the role of the University Advancement.
Sample Annual Giving Ads.
Silos to Synergy. Cooperation and coordination on campus.
Solicitation Code Matrix, Solicitation Policy Sample.
Strategic Planning, 2.
Stewardship: A Global View. Stewardship as a cultivation strategy.
Targeting International Alumni.
10 Reasons to Give. 10 reasons to support the annual fund.
Top 10 Ways to Give. Radford University.
The Role of the Annual Fund in a Capital Campaign.
Value Portal. Presentation on web strategies from the CASE Online Strategies Conference.
WWW.Annualfund.edu. Perceptions, myth and reality of annual fund on the Internet.

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Accept donations and pledges for multiple items
Register and pay for events and conferences
Manage membership dues and fees online
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Online payments are made easy via:

A simple 5 minute setup process
Free setup with no obligations – clients can cancel anytime
Automatically handle premiums, tax receipts and recurring donations

Email newsletters with integrated donations thru:

A flexible email newsletter with donation opportunities, to keep clients in touch with members, customers, and constituents.
An easy to use system that allows clients to add content, target groups, schedule deliveries & more.

For information on Click & Pledge, please contact: Jim.Barney@clickandpledge.com, 866-999-2542