|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 ...|
|Linda Maasch, Assistant Manager of the University of Victoria Bookstore|
Maasch is the Assistant Manager of the University of Victoria
Bookstore and is responsible for the University’s Trademark
Licensing Program. As well, she buys the clothing, backpacks and
athletic wear for resale in the Bookstore. She has worked at the
University of Victoria since 1988.
|Robert Machovsky, Assistant Director of Annual Giving, The University of South Dakota Foundation|
“Bob” Machovsky is the assistant director of annual giving. He
manages the Foundation’s 13 station PhoneCenter, including 50
student callers. Machovsky is a native of Parker, SD and majored in
alcohol and drug abuse studies at USD. During his second year at USD
he began work in the PhoneCenter as a caller and then as a student
supervisor where he continued until his July 2005 graduation. Prior
to his return to USD, Machovsky was working for
as a program
manager in the University of Michigan phone center
Caller Newsletters - Issue 1, Issue 2, Issue 3, Issue 4, Issue 5.
|Bryan Mack, Assistant Director of Advancement Services, Colorado School of Mines|
has been the Assistant Director of Advancement Services since
Working With Annual Fund.
|T. Phillip Madison, Assistant Director Annual Fund, Texas Tech University|
Texas Tech Telephone Outreach program was created in Fall 1997 to
serve both as a fundraising and public relations tool. Since its
formation, it has raised almost $7 million for academics and employs
30-40 student callers.
Hiring and Evaluation - Phonathon Caller Application Form, Phonathon Caller Evaluation
Sample Forms - Tally Sheet
Training - Training Manual
|Kathleen Madonna, Assistant Director of Annual Giving, Director of Telemarketing, Carnegie Mellon University|
Projections, Three Year Projections, Monthly Report, Nightly Caller Report
Business Plan, Weekly Activity Report, Goals
Daily Production Sheet, Supervisor Checkpoint Sheet, Telemarketing Results Template, Weekly Attendance Report
Student Mentor Handbook, Student Supervisor Handbook, Train the Trainer 1, 2, 3
|Kimberly Major, Associate Director of Development for Internal Operations at St. Paul’s School|
Major is the Associate Director of Development for Internal
Operations at St. Paul’s School. Prior to serving in this role, she
was the Director of Annual Giving at St. Paul’s School. She has also
held positions in Annual Giving at Carnegie Mellon University and in
Alumni Relations at Plymouth State University.
Policies - Memorandum of Agreement for Endowed Funds
|Kathleen A. Mannion, Assistant Director, Donor Relations, St. John's University|
|Surveys - Scholarship Fund Reporting, Results.|
|Stacy Mara, Director of Annual Giving, Lawrence University|
|Planning - Good example of a comprehensive annual giving operating plan.|
|John C. "Jay" Marano, Licensing Coordinator for Carnegie Mellon University|
Marano is an alumnus from West Virginia University, has been a
member of the Association of Collegiate Licensing Administrators
(ACLA) now the International Collegiate Licensing Association (ICLA)
since 1995 and has served on the ICLA Board of Directors since 2003.
He has been a facilitator, panelist, and co-presenter at several
ACLA and ICLA annual national conferences, workshops and symposiums.
Since 1995, Jay has been the sole administrator for The Trademark
Licensing Office at Carnegie Mellon University in Pittsburgh,
Pennsylvania. Currently working in the Office of the General
Counsel, He is responsible for all aspects of trademark and
licensing services for this independently run trademark licensing
Carnegie Mellon's Divisions of Business Administration and University Planning presented Jay with the Staff Recognition Award for "Excellence in Innovation and Process Improvement" in 1997 for his work in building the trademark licensing program. He was nominated for a university-wide award for "University Citizenship" in 2002 for his cross departmental efforts in gaining the endorsement of Carnegie Mellon's administration for a Code of Workplace Conduct addressing the anti-sweatshop movement. He currently serves as Carnegie Mellon's liaison to both the Worker Rights Consortium (WRC) and the Fair Labor Association (FLA). Jay represents small licensing programs and schools with no licensing programs on the FLA's University Advisory Council Executive Committee.
International Collegiate Licensing Association (ICLA)
|Donna Marino, Manager of Donor Stewardship, Valencia Foundation|
|Donna Marino, CFRE serves as Manager
of Donor Stewardship for Valencia Foundation. Donna has an MBA from
Belhaven University and a BS in Business Administration from the
University of Central Florida. It's important to note that Donna's
foundation for excellence was obtained from Valencia where she
earned her first college degree: Associate in Arts. Donna was
awarded the Certified Fund Raising Executive (CFRE) designation in
2009. She serves as vice president of education with Association of
Fundraising Professionals Central Florida and is an executive board
member for American Association for Women in Community Colleges.
Donor Contribution Summary
Donor Demographics Report
|Olga Marquez, Human Resources Manager, Museum of Latin American Art|
Database Coordinator, Grant Writer, Prospect Researcher, Special Events and Banquets Assistant
Samantha Marrs, Assistant Vice
President for Advancement and Director of Corporate and Foundation
Virginia Commonwealth University
Marrs is the Assistant Vice President for Advancement and the
Director of Corporate and Foundation Relations at Virginia
Commonwealth University. Prior to joining the university in 2000,
she was a Program Associate at The Andrew W. Mellon Foundation in
New York City for 8 years.
Gifts vs. Grants - Decision Tree Flowchart, Gifts Vs. Grants
|Meghan M. Marsden, Director of the Annual Fund, Northern Illinois University|
Meghan started as a student caller
and student supervisor at Northern Michigan University. Meghan's
first "real job" in fundraising was with the Iowa State University
Foundation as Assistant Director of the Annual Fund. Major
responsibilities included direct mail and the management of three
special projects, which combined direct mail, Telefund, and personal
solicitation efforts. She was later promoted to Associate Director
of the Annual Fund. Meghan joined the Northern Illinois University
Advancement team in August 2002, where she currently oversees all
aspects of the Annual Fund including Telefund, direct mail, AF
stewardship, 50th Reunion Class Gift, Senior Challenge, Faculty and
Staff giving, and the general phase of the Barsema Alumni and
Visitors Center. She is currently working on a Masters in
Samples - Refusal Letter, Solicit Former Telefund Employees
|Hilary Marsh, President, Content Company, Inc.|
Hilary Marsh is president of
Company, Inc., a communication consultancy helping companies
create and manage multichannel, branded messaging.
Top 10 rules to make your content management system rollout a success.
|John F. Martin, Executive Director of Development, Southern Nazarene University|
|Gift Acceptance Policy|
|Liju Mathew, Phone Center Coordinator, Development Office, University of Texas at San Antonio|
|Call Center Information|
T. Mathias joined Marts & Lundy in 2011 bringing considerable
consulting and advancement staff experience in the development of
annual giving programs, young alumni efforts, donor relations,
capital campaigns and the integration of social media into
comprehensive fundraising programs. Before embarking on a consulting
career, Devin spent three years as director of annual giving at the
University of Michigan where he oversaw the central annual giving
team; reorganized the annual giving department to improve gift
revenue, donor engagement, and unit service; and developed social
media strategies for the University relative to overall
philanthropic efforts. He also proposed and led the Recent Graduate
Initiative to research, track, and solicit undergraduate alumni of
the previous five years. This initiative received the 2009 CASE
Circle of Excellence Bronze Award for Fundraising. Prior to
Michigan, Devin was at the University of Florida Foundation for over
five years, including serving as the director of The Florida Fund.
He has also worked with Penn State's Office of Annual Giving and the
Affinity Connection, a private alumni relations firm. Devin founded
the SEC Annual Fund Conference, and the SEC Challenge. He
contributed a chapter entitled "Recognition and Stewardship of Young
Alumni: Transitioning from Educating Potential Donors to Securing
Lifelong Donors" for the upcoming CASE book Fundraising for Young
Constituent Groups. He has presented at various CASE, AFP, and other
development conferences and workshops.
Consecutive Giving. Implementation of a consecutive giving recognition program.
Developing Strong Student Supervisors.
Effective and Professional Email Use
Job Description - Phone Program Coordinator.
Leadership Skills - for young advancement professionals.
Motivating Callers - Interesting study by Adam Grant, PHD and Devin Mathias on improving caller performance.
Reunion Casino Night. Reunion casino night save the date advertisement.
Rivalry & Fundraising. How rivalry in fundraising can be used to help increase results.
Stewardship. Building a foundation for stewardship.
The Evolution of Telefunding and Technology
US News and World Report. Comprehensive, breakdown of US News and World Report College Rankings.
|Lola Mauer, Director of Annual Giving at the University of South Carolina|
Mauer currently serves as the Director of Annual Giving at the
University of South Carolina where she’s worked since April 2004.
Under her direction at USC, the faculty and staff campaign brought
in over $2.7 million last year. She previously served as Assistant
Director of Annual Giving at Ball State University where she led the
call center team to four consecutive million dollar years.
Lola is a seasoned presenter having led discussions on call centers, parent’s funds, annual giving, senior class gifts, and faculty/staff campaigns at various conferences both nationwide and online. Last summer she co-chaired the annual Ruffalo Cody Users group conference. Free time is spent traveling, volunteering as a youth leader and serving on the Board of Directors for Friends of the Little Bighorn in Montana where she is a battlefield historical interpreter and newsletter editor.
Happy Mother's Day! - Mother's Day Card, Mother's Day Reply Card, Mother's Day Card Envelope.
Revenue - Cultivating Faculty and Staff Giving
Samples - Good News Piece 1, 2, Parents Fund Self Mailer, Thank You Card, Year End Direct Appeal Letter, Gamecock Good News, Foreign alumni solicitation and envelope.
Young Alumni - Student Postcards, Junior Postcards, Senior Postcards, Y'all - We're South Carolina, Thanks
|Pam Mauldin, World Learning|
Samples - Holiday Greeting
World Learning Newsletter
|Judy Maxfield, Director of Alumni Relations, University School of Milwaukee|
has worked in Alumni Relations at University School for the past 10
years, serving as Alumni Director since 2003. University
School of Milwaukee is a co-educational college preparatory day
school for pre-kindergarten through twelfth grade.
Board Nomination Letter
|Jason McCaham, Associate Director of Annual Giving, Bucknell University|
is the Associate Director of Annual Giving at Bucknell University.
He has over 10 years of experience in higher education. He was the
Director of Annual Giving at Lycoming College and worked as an
editor/writer for Dick Jones Communications, a public relations firm
focusing on national media relations for colleges and universities.
Jason is also the co-chair of
S.T.A.F.F. (Sharing the Annual Fund Fundamentals), an
organization comprising of 40 liberal arts colleges and universities
that share their best practices in annual giving.
|Abbie McCullough, Assistant Director of Annual Giving, Medical Affairs, MCI, University of South Alabama|
|Samples - Faculty Staff - Recent Retiree Letter, Retiree Leave a Legacy Letter.|
|Meghan McGeary, Director of Development at Vermont Land Trust|
McGeary is the Director of Development at Vermont Land Trust. She began her career at her alma mater, University of
Pittsburgh, where she first served as a TeleFund supervisor, then
the Manager of the Direct Mail and Faculty/Staff Campaigns, and
finally as the Manager of Annual Leadership Programs ($1,000 to
$100,000) before heading to New Hampshire as the Annual Giving
Coordinator at Plymouth State University.
Athletics - Athletics Appeal
Note: The individual team mailings were written by the team coaches at Plymouth State University.
Good example of synergy between development and athletics.
Football, Football Pledge Card, Men's Basketball, Men's Ice Hockey, Men's Lacrosse, Pledge Card, Softball,
Volleyball, Women's Basketball Pledge Form, Women's Lacrosse
Caller Incentives - Monthly Incentive Structure
Direct Mail - Acquisition Letter, Extra Gift Card, Lapsed Fall Donors, Pledge Card, Spring Appeal Card, Window Carrier
Hiring - Telemarketing Recruitment Advertisements
Membership - Renewal Card
New Donor Packet - Envelope, Insert 1, Insert 2, Insert 3, Thank You Folder, New Donor Letter
Policies - Confidentiality Agreement
Renaming the Annual Fund - Text for Alumni Magazine
Scripts - Answering Machine, General
Things Your Learned at Telefund
Training Materials - FERPA Quiz, Training Manual
|Albert D. Melfo, Director of Annual Giving, Kent State University|
|Albert is the Director of Annual
Giving for Kent State University, in Kent, Ohio, where he is
responsible for planning and implementing the University’s central
annual giving solicitation efforts.
Prior to coming to Kent State, Albert spent seven years at the University of Pittsburgh, where he was the Associate Director of Annual Giving until fall of 2001. At the University of Pittsburgh, Albert successfully managed the conversion of the Pitt TeleFund from a manual to an automated environment, and established the operation as one of the top performing higher-education phone centers in the nation.
Prior to his work in higher-education, Albert held a number of management positions responsible for fundraising and subscription and membership sales for regional non-profit visual and performing arts organizations. Past employers include the Pittsburgh Public Theater, the Pittsburgh Center for the Arts, the Carnegie Museum and the Pittsburgh Civic Light Opera.
At Kent State, Albert serves on the management operating team for the division of University Development, and oversees the KSU PhoneCenter and the University’s direct mail appeals. He is an active contributor to FundList, and is available for consulting.
Case Western Reserve University, B.A. English (Journalism and Creative Writing)
Faculty Staff Giving - Common Concerns with Faculty Staff Appeals
Improving Caller Retention
Supervisor's Guidelines for Handling Staff Performance Issues
Warm-Up Meetings - Overview and Tips
|Madeleine Melkonian, Associate Vice President, Advancement, College of Mount Saint Vincent|
|Samples - Case Statement|
|Melissa Mencotti, Director of Prospect Development, Allegheny College|
Melissa Mencotti is the director of
prospect development at Allegheny College, a liberal arts college
with national reach located in Meadville, Pennsylvania. Mencotti has
been with the institution for more than six years having previously
served as the executive director of a local non-profit organization
for ten years where she was responsible for grantsmanship and
special events fundraising. At Allegheny College she is responsible
for overseeing research and moves management, coordinating
presidential and volunteer involvement with prospects, managing
constituent files, and working with a small portfolio of major gift
Going Paperless: Planning and Implementing a Digital Scanning Project
|Debbie Menoher, Director of Research, University of Florida Foundation|
Menoher is Director of Research for the University of Florida
Foundation, which she has held since 1996. During her tenure, UF
completed an $850 million dollar capital campaign, and UF is
currently in a $1.5 billion dollar campaign. Prior to UF, she led
the research department for The Pennsylvania State University. In
her former profession, she was a business librarian for the Carnegie
Library of Pittsburgh. She is one of the founding members of the
Association of Prospect Researchers for Advancement (APRA) Florida
chapter and served as President, Vice President and Program
Director. She has been a member of APRA International since 1990
and served on many committees. She was director-at-large for the
Association of Fund Raising Professionals (AFP) Arredondo Chapter,
and was past president of ARMA (records management) North Central
Florida Chapter. She was a speaker at the AFP Planet Philanthropy
Conference 2010, and served as a faculty member for the Council for
Advancement of Education (CASE) Summer Institute for Advancement
Services 2005. She is often a guest speaker for UF's College of
Journalism philanthropy courses. She holds a bachelor's degree in
community development from Penn State and a master's degree in
library science from the University of Pittsburgh.
|Mark Metivier, Financial Manager for Development and Alumni Relations at the University of Vermont|
Metivier is Financial Manager for Development and Alumni Relations
at the University of Vermont, where he oversees gift acceptance,
gift reporting, operational budgets and human resources.
Policies - Sample Gift Agreement, Sample Fund Language
|Rachel Meuser, Director of Annual Giving at Franklin College|
Rachel Meuser is the Director of Annual Giving at Franklin College,
an American liberal arts college in Lugano, Switzerland. Rachel
oversees the entire annual giving program as well as all of the data
management. Prior to Franklin, Rachel served as the Assistant
Director of Annual Giving at The Citadel Foundation in Charleston,
SC where she managed the Cadet Calling Program, direct mail, the
class chairmen volunteer program, the faculty and staff campaign and
the senior class program.
Rachel is a graduate of The College of Charleston in Charleston ,SC and has a Bachelors degree in Corporate Communication.
Samples - Answer the Call Postcard, EFT Solicitation Letter, EFT Reminder Letter, Parents Pre-Call Postcard
Leadership Parents Appeal
Scripts - Generation X Non Donor
Telefund Evaluation - How Did We Do?
|Debbie Meyers, Director of Donor Services, Carnegie Mellon University|
coming to Carnegie Mellon in June 2005, Debbie was director of
stewardship and donor relations at the University of Florida
Foundation for nine years, serving as a central staff resource to
more than 45 development officers. She also was development and
alumni director at Bishop Moore High School (her alma mater) and
publications director for the health center development office at
A founding board member for the Association for Donor Relations Professionals, Debbie has a bachelor's degree in English from Loyola University in New Orleans and a master's degree in journalism from UF.
Stewardship - Million Dollar Donors
|Matt Miner, Video Production|
I write, produce and direct capital campaign videos, strategizing
with campaign consultants and development directors to create
presentations designed to encourage major donations. My videos have
helped generate more than $150 million in contributions for
non-profit groups throughout the western states. Some past clients:
California Dental Association Foundation, Sacramento, Southwest
Washington Medical Center, Vancouver, Harrison Medical Center,
Bremerton, Congregation Neveh Shalom, Portland.
2335 NE 41st Ave.
Portland, OR 97212
Nurses and Care. Excerpt from a campaign video for Harrison Medical Center in Bremerton, Washington.
|James Minehart, Director of Advancement Services, Lewis & Clark College|
Minehart is the Director of Advancement Services at Lewis & Clark
College in Portland, Oregon, where he provides strategic leadership
and long-range short-term planning for the areas of gift processing,
database integrity, prospect management, reporting, data analysis,
and system enhancements. James' efforts to restore credibility in
the database, to enhance the functionality of the alumni/development
system, and to enable the end-user to access information has
resulted in a two-year, three-phase database action plan. He has
been working in the nonprofit sector since 1997.
Gift Acceptance - Should I Accept This Gift?
Measuring - Developing a Tracking System
Planning - Presentation on Creating an Action Plan. Two spreadsheet samples of plan: Action Plan, Action Plan Worksheet.
Policies & Procedures - Policies and Procedures - Your Game Plan.
|Lanita Monroe, Marketing Coordinator at Fuller Theological Seminary|
the Marketing Coordinator at Fuller Theological Seminary, in charge
of all direct mail and telephone solicitations. Also a student
currently working on a Masters of Divinity.
Samples - Pledge Reminder
Tele-Relations Associates Advertisement
|Gloria Morgan, Phonathon Coordinator, Office of University Advancement, Georgia Southern University|
|Employment - Attendance & Promptness Policy|
|Melinda Mosier, Assistant Director of Advancement, Keene State College|
Melinda Mosier is the assistant director of advancement at
Keene State College
in Keene, N.H.
In addition to directing the annual fund, she is an integral part of various capital fund-raising projects. Melinda received a BS in Political Science in 2001 from Northern Arizona University (NAU). She has also begun coursework for an M.B.A. at the University of New Hampshire.
Job Descriptions - Alumni and Advancement Coordinator, Phonathon Manager