We've provided these resources for over 10 years as a service to
Over the next year, we'll be moving content on this site to SupportingFundraising due to a major technology change and a rebranding exercise. Thanks in advance for your patience, ideas and suggestions as we move forward.
Jobs on the Job Board. Apr
Lots of new jobs added on the job board. Register as an employer and post jobs for your organization (free service.)
Crowdfunding Playbook. Apr 22, 15
In this “Crowdfunding Playbook,” we’ll share what we’ve learned together, including tips, tricks, data, and insights. Crowdfunding is a brand new world with lots to discover; we hope this playbook helps you start your own journey. Feel free to use what you find helpful and to take a different approach where appropriate for your institution.
Campaign Counting. Apr 21, 15
Sample of campaign counting guidelines. Definitions are critical to determine prior to the campaign launch.
Annual Giving Definitions. Apr 20, 15
Sample of annual giving gift definitions to help with deciding how to code and count.
Address Update Flowchart. Apr 17, 15
Flowchart showing the various steps for updating addresses.
Tableau 9.0 Roadshow. Apr 16, 15
The roadshow theme is “Smart Meets Fast.” Catchy from a marketing standpoint but as with other products over time, Tableau’s power has increased along with its complexity.
Report Design. Apr 15, 15
Tactic for iterative report design so you can cycle through the design before committing programming resources.
Investments. Apr 14, 15
Investment policy and investment policy checklist added.
Information Release. Apr 13, 15
Selection of information release and sharing policies.
Grants. Apr 10, 15
Selection of materials and samples for managing grants.
Gift Agreements. Apr 9, 15
A number of sample gift agreements added to the site.
Gift Policy Manuals. Apr 8, 15
A number of sample gift policy manuals added to the site.
Outsourcing the CIO. Mar 26, 15
Many of us don’t have the in-house specialty investment knowledge to manage our investments. The outsourced CIO is not an employee, but manages the investments on behalf of the organization. Typical duties would be to work with other specialty managers, do the portfolio balancing, monitor compliance and other activities that may be jointly performed by the Board, committees, managers and staff.
Losing Sleep. Mar 25, 15
What keeps CEOs up at night. A few vignettes from a panel discussion.
|Samples, White Papers, Best Practices and More ...|
Young Alumni, Reasons to Give, Direct Mail, Engaging Alumni ...
Job Descriptions, Where the Jobs Are, Training, Policies ...
Analysis, Planning, Strategies, Policies, Reviews & Links, More ...
Sites with resources run by individuals/consultants. Blogs.
Best practices, matching gift survey, samples and more.
More with Less
Budget Reduction, Cost Per $ Raised, Cost Savings ...
Associations and Communities of Practice.
Policies, procedures and more. Also check the Employment page.
Alumni Chapters, Listservs, Stewardship, Surveys, More ...
Shadow Databases, Lost Alumni, Privacy/Confidentiality, Imaging ...
Favorite Reports, Data Mining, Sub-reports, Data Warehouse ...
Peer Screening, Screening For Gold, Research Fundamentals, Asian Prospecting.
Matching Gifts, On-line Giving, Class Agents, Campaigns ...
Athletics, Faculty & Staff, Parents, Pledges, Reunion, Scripts, More ...
Data Backup, Software Vendors, Security, Strategic Plan, Blogs ...
Telemarketing & Telefund
Call Center Design, Training, Telefund Games, Managing Callers ...
Rating Your Site, Sites for Web Development, Sample Web Forms ...
Ideas for resources you can add to this site. Contributors.
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