More With Less

Sample Forms

Sample forms you can use to help develop your own.

Annual Giving Staff Increase
Proposal for increasing the number of annual giving staff. Jeffrey D. Driggs.

Audit Preparation
Preparing to do an audit of an advancement services organization. Some tips and tricks.

Average Cost per Dollar Raised
Favorite topic frequently posted on listservs and asked and discussed in many other forums.

Budget Reduction Questions
Some questions to ask and think about when you are facing budget reductions.

Campaigns & Adv. Services
PowerPoint with some general ideas on how campaigns affect Advancement Services.

Cost Savings
Some areas to review during your budget planning process for potential cost savings.

If you don't measure ...
Presentations: Developing a Tracking System.
James Minehart.

Gift Administration Fees
Some survey results on gift administration fees on the surveys page.

Horses, Software and Bad Art
Booking non-cash gifts and giving credit where credit is due. Liz Landry.

I.R.S.
IRS policies procedures and gift processing.
Alan Hejnal.

Rules and Regulations
Presentations on IRS rules and regulations. Part 1, Part 2. Cathy Spickard.

IRS or CRA are not 4-Letter Words
The finer points of rules and regulations.
John Ley.

More With Less
PowerPoint with tips on doing
more with less, plus a little humor.

Nonstandard Gifts
Questions and answers on accepting nonstandard gifts. John Taylor.

Podcast (30 mb)
Scott Fendley and Alan Hejnal, the Director of Advancement Services at the University of Richmond, discuss the rules and regulations with which the Advancement Services world must be familiar.
From Bentz Whaley Flessner.

Resource Assessment
Assessing information technology resources is increasingly necessary. Linda Fleit.

Selling the Annual Fund Investment
Selling the annual fund investment to decision makers. Howard Heevner.

Should I accept this?
Should I accept this and what is it worth?
Alan Hejnal.

Staffing Justification
Identifying Opportunities for Growth. Helen Brenneman.

Succeeding Without Consultants
Leveraging internal resources for maximum
results and legitimacy. John Hostler.

Telemarketing Services Vendors
Can be a cost effective way to do your telemarketing program.

Time Management Techniques
Consider the money value of time.
Zachery Weigert-Derr.

What are you tracking?
Presentation with some ideas for tracking information that you manage in advancement/development services.

What Counts
Counting of gifts for campaign and financial information. Alan Hejnal.

Who Can Make a Pledge
Who Can Make a Pledge - And Who Can Pay It Off? John Taylor.

More more with less ...
On the blog (More with Less).
Questions and answers on the FAQ.
     (More with less).
Questions and answers on the FAQ.
     (Gift accounting, acceptance, policies,
      processing, valuation, ).
Advancement Services and Related
    Job Postings on the Job Board

Acknowledgement Letter
Example of acknowledgement using merge fields for custom letters. Amy J. Phillips.

Doing More with less!
How Can I Automate This Stuff?
John Ley.

Enforcing Data Entry
Ways to help improve your data entry
procedures. Amy Phillips.

Finding Lost Alums
Putting together the Puzzle.
John Ley.

Gift Acceptance
Should I Accept This Gift?
James Minehart.

Gift Processing
Presentation on the best practices in gift processing. Catherine Spickard.

Gift Processing
Improving efficiency and accuracy.
Scott Fendley.

Gift Processing
Samples from gift processing manual used at Rollins College in their award winning advancement services shop.
Candace Hamblin.

Gift Processing
Finding and fixing your top 10 gift processing problems. Steven Jacobson.

Gift Processing
Beginning to End. Helping to make order out of chaos. John Taylor.

Gift Processing Flowchart
Extensive gift processing flowchart with related information. Tammy Burkhardt.

Gift Processing Workshop
Presentation from a gift processing workshop used to help train and inform unit development and financial staff. Catherine Spickard and
Maria A. Zampierollo.

Gift Transmittal Process
Mapping of gift processing transmittal process. Ted Haegele.

Improving Gift Processing
10 key points for improving the accuracy of your gift processing. Eric Saarvala.

IRS is Not A 4-Letter Word?
IRS, Processing and more ...
John Ley.

Managing Donations
Help train business officers on managing donations. Semere-ab Abiyo.

Year End Processing
Some suggestions on planning for the impact of year end transactional volumes on your staff.

Memos, Emails Other Samples
Sample year end memo.

Stock transfer procedures memo.
Stock transfer fax transmittal sheet. Sample year end e-mail. Amy Phillips.

Annual Date of Gift Message. John Taylor

Alumni Objectives Matrix
Alumni objectives matrix showing strategies, timeframe and resources required.
Mike Westfall.

Annual Fund Planning
Annual Fund Business Plan.
Annual fund segmentation plan.
Nicole Rinetti.

Annual Giving Planning
Annual Fund Operating Plan. Stacy Mara.
Annual Giving Operating Plan.
Planning Calendar. Mike Westfall.
Annual Giving Plan. Molloy College.
Annual Giving Plan.
University of Detroit Mercy.

Annual Giving Pyramid
Annual Giving Pyramid. Tracking annual giving solicitations. Heather Riddle.

Annual Giving Pyramid
Annual Giving Pyramid. Corina Lynn Coles.

Creating an Action Plan
Presentation and two spreadsheet samples of plan: Action Plan, Action Plan Worksheet. James Minehart.

More Pyramid Links
Alexander Macnab & Co.
Campagne Associates
Metropolitan Group

Business Plan Outline
Outline for creating a comprehensive business plan. Amy Phillips.

Calendars
Annual Fund. Sharon Ammons.
Annual Fund. Dianne Easter.
Annual Fund. University of Detroit Mercy.
Annual Fund. Virginia Tech.
Phonathon & Direct Mail. Sheri Hamiter.

Campaign Communications Plan
Campaign communications plan for WVU's $250 million campaign which eventually raised $336 million. These are challenging plans to put together, and this is a good example. Pam Fronko.

Direct Mail Checklist
Lindsay P. Ballenger.

Direct Mail Worksheet
Worksheet to help manage direct mail.

Donor Loyalty Report
Used to help plan annual fund activities and build a gift range pyramid. Julie Ripper.

Financial Planning
Journal of Financial Planning Association has articles, links ...

Goals and Objectives
Planning for the annual fund.
Sheri Hamiter.

Operating Plan
Sample operating plan for annual giving.
Paul Budlong.

Planning Calendar
Improving your planning techniques with a Cyclical Calendar to plan upcoming projects. Kate Goldberg.

Podcast
Scott Fendley talks with Jon Thorsen, Director of Advancement Services at The Nature Conservancy, about strategic planning for advancement services. From Bentz Whaley Flessner.

Planning Materials
Business Plan, Weekly Activity Report, Goals. Kathleen Madonna.

Reporting Packet
Sample college reporting packet for all aspects of annual fund with large number
of statistics and analysis.

Reunion Giving Pyramid
Analysis of reunion giving.
Jennifer Krouse.

Solicitation Calendar
Jim Napier.

Strategic Plan
Comprehensive annual giving strategic plan. Midwestern State University.

Strategic Plan
Strategic technology plan.
Susan Restad.

Strategic Planning
Frequently asked questions.
Alliance for Nonprofit Management.

Strategic Planning, 2
Putting together your strategic plans.
Mike Westfall.

Strategic Planning
Strategic Planning: Tools to Take Home with You. Lynne Becker.

Student Giving Planning.
Fiscal year operating plan for student giving program. Rebecca Bramlett.

Planning