Contributors to Supporting Advancement

Chris Waller, Business Analyst for the Division of University Advancement at the University of Toronto.

Training Newsletter Articles
A Really Scary Hallowe'en Tale by the Librarian
DIS Information Summer 2006 Report
Mailing Lists are Best Served Fresh.
The Xmas Newsletter that Wasn't

Larry Walsh, College of Education, University of New Mexico

Larry Walsh is the Development Officer for the University of New Mexico's College of Education. As 76% of the private revenues to the College come from grants, his primary responsibilities lie in Corporate and Foundation Relations. In a former life, he was a Peabody and Ohio State award winning public television producer, who wrote grants to satisfy his addiction to making documentaries.

Policies - Naming Opportunities

Kim Walton, Acting Director of Alumni Relations, Norfolk State University

Policies and Procedures - Memorandum of Understanding with Alumni Association

Lucy C. Warburton, Director, Annual Fund, Loyola University New Orleans

E-solicitation - Backed by the Sounds of Amazing Grace - Contribute to Loyola

Scott Warrington, Vice President, University Advancement, California State Polytechnic University, Pomona

Scott has served in the advancement field for higher education for nearly twenty years. He spent ten years at Penn State University as their Director of Development for the College of Education, was Associate Vice President for University Advancement at Fresno State for six years, and Vice President for University Advancement at CSU Monterey Bay for five years. He has chaired and presented at national conferences on advancement topics such as athletic and academic fundraising comparisons, compensation for advancement professionals, and volunteer recruiting and management.

Scott holds a master’s degree and bachelor’s degree in English/Writing and a bachelor’s degree in graphic arts, all from Penn State.

Job Descriptions - Advancement Services Manager, Major Gifts Officer, University Relations Assistant
Planned Giving Strategy. Samples: Charitable Gift Annuity, Planned Giving Opportunities, Teachers

Jennifer Houlihan Warwick

Jennifer is has served with Advancement Solutions after serving as senior counsel and leader of the Advancement Services division at Phillips & Associates, a management consulting firm for nonprofit organizations. She is an executive coach, having received training through the prestigious Coaches Training Institute, and holds a Masters Degree in Social Psychology from Pepperdine University. In addition, Warwick served as assistant vice president, University Relations Services at Loyola Marymount University. Warwick is an award-winning national speaker and frequently chairs and presents at both national and district conferences for educational organizations across the United States.

Check out her websites at Jenniferinc.com and Warwick Philanthropy Consulting.

Advancement Services Best Practices. Benchmarking with the best.
What to Do After "Yes": Preparing for Your New Imaging System

Zachery Weigert-Derr, Assistant Director, Annual Fund, University of California Santa Cruz

Time Management Techniques

Fred Weiss

Fred worked in higher education institutional advancement for many years, first as an annual fund professional and development officer, then as a provider of software and services.

James Werner

James has worked in higher education institutional advancement since 1989. He has managed or created direct mail, telefundraising, and major gift programs at a wide-range of major colleges and universities.

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.
Maximize Your Matching Gifts. Video of Presentation.
Maximizing On-Line Vision
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.

Jenna White, Manager of Alumni Relations, Bennington College

Jenna White is a Bennington College graduate, class of 2000, and was elected to the Bennington College Board of Trustees following her graduation. After four years on the Board, she was recruited to take on the unique challenge provided by the position of Manager of Alumni Relations, shortly following the collapse of a 65 year-old alumni association structure. Jenna is now the is the Manager of Alumni and Parent Advancement.

Samples - Letter to Graduating Seniors

Cheryl L. Wiescamp, Financial Manager, Fort Lewis College Foundation

Cheryl L. Wiescamp, CPA, is the Financial Manager with the Fort Lewis College in Durango, CO. She has 10 years of experience with nonprofit organizations, including 4 in higher education. The forms that the Foundation use are a result of a group effort of numerous employees in the Institutional Advancement Department at Fort Lewis College.

Sample Forms - Gift in Kind Form

Molly Williams, Vice President of University Advancement, Northern Arizona University

Molly Williams is the Vice President of University Advancement at Northern Arizona University. She has more than 22 years of successful experience in the fundraising field including associate vice president for Institutional Advancement at the University of Wyoming, director of membership and development at the Denver Botanical Gardens and director of major gifts at the Colorado School of Mines Foundation, Inc.

Job Descriptions and Sample Postings
Development Director for Strategic Initiatives
Development Officer, College of Arts and Letters
Development Officer, College of Business Administration
Development Officer, College of Education
Development Officer, College of Engineering and Natural Sciences
Development Officer, College of Social and Behavioral Sciences
Development Officer, Consortium of Professional Schools and Colleges
Director of Annual Giving

Amy Wilson, Director of Prospecting, Columbia College

Amy Wilson is Director of Prospecting at Columbia College Chicago. She began her career in development at Illinois Institute of Technology, and later worked as a Chicago-based research consultant before joining Columbia. Amy was a speaker at the 2005 APRA International conference.

Knowledge Management - Integrating and Sharing Research Data Beyond Development

Kyle Winters, Director of Alumni and Advancement, University of Toronto

Kyle has been employed by the University of Toronto for the past 16 years. He is a former national and international gymnastics coach, who studied advertising and design prior to coming to University of Toronto. He oversees a team of 5 employees who specialize in the marketing and management of non-philanthropic revenue generating programs. These programs include affinity, sponsorship, travel, and trademark initiatives. Under his leadership the University of Toronto affinity and marketing programs have grown significantly, there are presently in excess of 50,000 client accounts in the various UofT programs. Kyle is the only Canadian to serve on the Board of Directors of the International Collegiate Licensing Association and acts as the Liaison for this association to the University Advisory Committee of the Fair Labor Association. He has been an active proponent of collaboration between Canadian Universities and has spoken to this issue at CASE, CCAE, ICLA and at various regional conferences across Canada. In 2002 he organized and hosted "Brand Aid", an informal one day workshop which brought together Canadian universities to discuss issues pertaining to trademark and branding programs.

As the architect of Conference 360, he has utilized his dynamic working relationships with the business community and the educational sector to create a unique forum for the exchange of ideas and best practices.

An Introduction to Ethical Accountability
Canadian Sponsorship Programs

Robin Wissink, Director of Annual Campaigns at Buena Vista University

Robin is the Assistant Director of Annual Campaigns at Buena Vista University in Storm Lake, Iowa. She directs the annual Community Campaign, Faculty and Staff Campaign, Senior Class Gift Campaign and fall and spring phonathons along with coordinating the alumni/friend solicitation direct mail efforts throughout the year.

Faculty Staff Campaign Job Descriptions - Faculty Co-Chair, Staff Co-Chair, Team Leader, Volunteer.

Melissa Wolfe, Prospect Researcher at Art Center College of Design

Melissa Wolfe is the prospect researcher at Art Center College of Design. She is on the board of the California Advancement Researchers Association and has been working in nonprofit for 4 years

Sample Forms - Individual Prospect Research Request, Special Project Prospect Research Request

Larry Wong, Director of the University of Saskatchewan Bookstore

Larry Wong was born and raised in Saskatchewan and is married and has three daughters. Larry has been an employee of the University of Saskatchewan Bookstore since 1963. He was appointed Assistant Manager of the bookstore in 1973 and Manager in 1995. Larry was a member of the Canadian Bookseller Association's Board of Directors since 2003. He has been a member of Canadian Bookseller’s Editorial Advisory Committee and currently serves on CBA’s College and University Advisory Board. He was President of the CBA 2000 - 2001. He has been active on the Board of the Western Canadian College Stores Association (WCCSA) and was on the Executive Board for 7 years and was President 1988 - 1989.

Larry has been active in and served on a number of organizations: University of Saskatchewan’s Association of Administrative and Supervisory Personnel; Canadian Forces Land Reserve (Army) from 1958 - 1997; Office of the Lieutenant Governor-Province of Saskatchewan; Corps of Commissioners (Northern Saskatchewan and the Yukon); and the Times Mirror Professional Publishing’s Bookstore Advisory Committee

Vitality and Flexibility: A Perfect Partnership

Robin Wray, Director of Operations, Office of Annual Giving, Johns Hopkins Institutions

Making Direct Mail Work for You

Motivating Volunteers

Planning and Managing Special Events

Peter B. Wylie

Peter B. Wylie, of Margolis-Wylie Associates is an industrial psychologist/data analyst who teaches advancement professionals how to mine their own databases to find predictors of giving. Wylie's other books are Problem Employees: How to Improve Their Performance (Upstart Publishing, 1991), Problem Bosses: Who They Are and How to Deal with Them (Fawcett paperback, 1987), and Can This Partnership be Saved? (Upstart Publishing, 1993). Review of Peter Wylie's book on data mining by Allison King.

A Simple Score. Five basic pieces of information that will save you money and generate more revenue.
Are donor dollars related to how long their names are?
Getting to Know Your Online Donors Can Pay Off
Predicting Pledge Fulfillment
Sports, Fundraising and the 80-20 Rule
What Makes a Call Successful?. Or, a case for analyzing call center data.
Where the Alumni Money Is. Finding money through analysis of patterns in your data.

Other Contributions

Contributions are also received from anonymous contributors, and sometimes taken from listserv postings. Thanks in advance to everyone for sharing. In accordance with our terms of use, legal and privacy statement, copyright remains and belongs to the originator and can be removed upon request at any time.

Email Subscriptions - Sign up for email newsletters to areas of topical interest.
Favorite Listservs - Useful for advancement professionals and a guide to listserv etiquette.
Like Minded - Sites with similar or related information or resources.
Research Pages - Individuals and organizations with research links on their sites.

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