|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 ...|
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|
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|
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
|Jennifer Houlihan Warwick|
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 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 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|
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 Ad.
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.
Development Officer Performance Management. Fiscal year performance measurements and metrics.
E-Communications. E-communications and relationships.
E-Solicitations. An integrated approach to giving. College of Arts and Sciences E-solicitation.
EWU Needs You. Good video showing the emotion behind and the reality of what funding cuts will do to the success of students.
Favorite reports. Contributor of some of the favorite reports.
Fiscal Policies and Procedures. Good fiscal policies and procedures manual with sample forms.
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
Millennials.Short information piece on some attributes and behaviors of Millennials.
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.
Pillars of Advancement. Matrix of the pillars of University Advancement at Eastern Washington University.
Principles of Stewardship.
Reboot of Philanthropy in Higher Education.
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|
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|
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
Sample Forms - Gift in Kind Form
Molly Williams served as 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,
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|
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
Knowledge Management - Integrating and Sharing Research Data Beyond Development
worked at the University of Toronto for more than 16 years. He is a former national and international gymnastics coach,
who studied advertising and design prior to coming to University of
Toronto. He oversaw 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.
|Robin Wissink, Director of Annual Campaigns at Buena Vista University|
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.
|Tamara Wojdylo, Raiser's Edge Database Manager, VGH & UBC Hospital Foundation|
Tamara Wojdylo is the Raiser's Edge Database Manager at VGH & UBC
Hospital Foundation, and principal at Fundraising Intelligence. She
founded Fundraising Intelligence in 2007, a nonprofit consulting
firm specializing in prospect research and donor database systems.
Tamara has been working in the nonprofit sector since 2000 and
received a certified fund raising executive, CFRE designation in
2005. She is a founding member of the BC Blackbaud User Group
organizing committee. On most warm weekends Tamara is exploring the
southern coastal BC via sailboat.
Segmentation in Raiser's Edge. Presentation on how to do segmentation in Raiser's Edge.
|Melissa Wolfe, Prospect Researcher at Art Center College of Design|
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|
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|
Direct Mail Work for You
Planning and Managing Special Events
|Peter B. Wylie|
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,
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?
Data Mining and Alumni Association Membership
Does data mining work? Study on data mining results for 5 higher education institutions.
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.