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SurveysSurveys

Surveys on topics of interest and links to other surveys.

Academic Costume Code
Academic costume code and academic ceremony guide. Example on alumni site.
 
Advancement Services

A Well Run Shop
Presentation on best practices in gift and records administration. Cathy Spickard.

Advancement Services
Discussion of advancement services as the cornerstone for advancement.
John Taylor.

Featured Advancement Support SitesAdvancement Sites
Featured advancement services and support sites.

SunGard Higher Eductation
Being an Evangelist
Strategies on being an advocate and evangelist for your system.


Benchmarking with the Best
Advancement services best practices.
Jennifer Warwick.

Best Practices in Partnership
Annual Giving and Advancement Services.
Karen Latora.

Branding Advancement Services
Many of us have come up through the information technology or finance side of the business and have limited experience with branding and marketing. However, we work with marketers daily, and can learn a few tricks from them.

Getting on the Radar
Part 1 of a presentation on branding and marketing advancement services.


Getting on the Radar
Part 2 of a presentation on branding and marketing advancement services.

Knowledge Management
Transforming advancement services through knowledge management.
John Hostler
.

Sample Newsletter
From Advancement Services at the University of Alberta. Good article on fundraising costs. Luanne Currie.

Alumni Association By-LawsAlumni Association By-Laws
Lenore Junker.

Alumni Chapters
Comprehensive handbook. Jacquelyn Glasener.

Alumni DictionaryAlumni Dictionary
All words beginning with Alumn.

Alumni Dues
The impact of association status--either dues or non dues paying alumni association--on the overall university-alumni relationship.
Philip Poe.

Alumni Engagement Matrix

Conceptual diagram showing Advancement focus areas with accountabilities.
Mike Westfall.


Alumni Segmentation
Student experiences differ widely from campus to campus and over time. It is vitally important to understand these differences when communicating with or trying to engage alumni. Philip Poe.


Board Evaluation
Set of questions for helping to evaluate your board. ABARIS Consulting.

Canadian Fundraiser
Board Management
Five guaranteed ideas for managing your apathetic board
. Jane Garthson. Canadian FundRaiser.

Canadian FundraiserBoard Management
I once worked with someone who, when he found a meeting boring, would figure out the true cost of the meeting. The dollar figure was always a jaw-dropper. That old chestnut “time is money” applied. Meetings are expensive. Canadian FundRaiser.

Board Recruitment Profile
Defining a profile for board members.
ABARIS Consulting.

Canadian FundraiserBoard/Staff Alignments
Comparing different approaches for board and staff alignment
. Canadian FundRaiser.

Credibility Gap
Strategies for evaluating program stature.
Mike Westfall
.

Crisis Planning
Presentation on crisis planning and business continuity for Advancement Services.
Cathy Spickard.

Dinner With 12 Strangers
Good young alumni engagement piece centering around small events. Barbara Dick, Brendan Dellandrea and Jonathon Cheevers.

Disaster Planning
What are some of the things development staff need to be able to focus quickly on during catastrophic events? Amy Phillips.

Donor Charter of Rights
Code of donors' expected rights and links to related organizations.

Email NewslettersEmail Subscriptions
Sign up for email newsletters to areas of topical interest.

Engaging Our Youngest Adults
Engaging Our
Youngest Adults

It’s the futurist’s first rule: You can’t understand the future without demographics. The composition of a society – whether its citizens are old or young, prosperous or declining, rural or urban – shapes every aspect of civic life, from politics, economics, and culture to the kinds of products, services, and businesses that are likely to succeed or fail. Judith Nichols from Modern Donor.

Modern DonorEngagement
Used to Allocate Marketing Budgets. Judith Nichols from Modern Donor.

Ethics
A New Paradigm for a Modern Age, from a known authority on ethics, Lynne Becker.


Ethics and Accountability

The Role of Ethics and Accountability in Advancement. Catherine Spickard.


Etiquette Guide for Asia
Help for working on your international programs. Krista Slade.

Favorite Listservs
Listservs useful for advancement and a guide to listserv etiquette.

Canadian Fundraiser
Fundraising/Marketers
Most fundraisers – and no doubt most executives in the nonprofit sector – don’t like to think of themselves as marketers
. Canadian FundRaiser.

Generation XGeneration X
At the stroke of midnight on Jan. 1, 2005, Generation Xers -- the generation that grew up with My Little Pony, Hot Wheels and Madonna -- began turning 40. Judith Nichols from Modern Donor.


Getting Better not Older" Boomers Redefine Middle AgeGetting Better
The oldest boomers, born in 1946, began to turn 60 on January 1, 2006. Baby boomers are turning 50 at an astonishing rate of one every 7 to 10 seconds. Judith Nichols from Modern Donor.


Gift Acknowledgment Protocol
Sample campaign gift acknowledgement protocol. Scott Fendley.

Giving in the UKGiving in the UK
Increasing Voluntary Giving to Higher Education in the United Kingdom.

Gutsy Leadership
What it takes to be a gutsy leader.
Lynne Becker.


Glossary of TermsGlossary of Terms
Glossary of commonly used terms.
Mary Prodanovic.

Leadership Council By-LawsLeadership Council By-Laws
College advisory board by-laws.
Tamera Rogers.

Leadership Skills
Leadership skills for young advancement professionals. Devin Mathias.

Life in the Office
True stories of those 24 hours, all hands on deck, extreme work situations. Maintaining balance, perspective and knowing just when you might need to take a step back and get a little perspective.

Magazine Content
A preliminary Study of how much alumni magazine space is allocated to the topics and issues alumni say are important to them as they determine the current value of the degree they earned from their alma mater. Philip Poe.

Motivating Volunteers
Strategies for helping keep your volunteers motivated. Robin Wray.

Philanthropic Quotes
Links to sites where philanthropic quotes
can be found.

Philanthropy Down UnderPhilanthropy Down Under
Philanthropy Australia conference report,
covering key issues. Krista Slade.

Plannning and Managing Special Events
Special Events
Planning and managing special events.
Robin Wray.

Reading Tea Leaves
From Anguish to Opportunity. The Troubles with Leadership Change.

Canadian FundraiserRight vs. Right
By virtue of their missions, nonprofits are often held to an even higher (some might argue, a different) standard of ethical performance than for-profit corporations.
Canadian FundRaiser.

Role of Advancement
Conceptual diagram on what is the role of the University Advancement. Mike Westfall.

Tomorrow Made Possible
Presentation on how we need to work more effectively internally, with vendors and on the web to ensure that we're able to keep pace with change. Podcast related to presentation.

Training NewslettersTraining Newsletters
Really Scary Hallowe'en Tale.
DIS Information Summer 2006 Report.
The Xmas Newsletter that Wasn't.
Chris Waller.

Canadian Fundraiser
Volunteers
Have you found that it is easier to recruit a volunteer to do frontline, hands-on work than one to accept a leadership position on a board of directors, advisory council, or key committee?
Canadian FundRaiser.

Modern DonorWealth & Charity
A relatively small group of truly wealthy individuals is currently responsible for the majority of giving in the United States and Canada, as well as most of the rest of the world. Judith Nichols from Modern Donor.

Affluence of WomenWomen & Affluence
The American Association of Fundraising Council Trust for Philanthropy estimates that women’s charitable giving has increased by more than $15 billion since 1996. Yet, most organizations still focus their fundraising efforts more heavily on men. Judith Nichols from Modern Donor.

University and College Lists
Lists of universities and Colleges US and international.

US News and World Report
Comprehensive, breakdown of US News and World Report Rankings. Devin Mathias.

Ways to Make Sure Your
...
Prospects don't become donors.
From The Collins Group web site.

Word on the Word AlumniWord on the Word Alumni
Definitions for Latin words most
likely to be misused.

Working Together

Internal/External Relations.
Mike Westfall.


Fostering CommunicationsFostering
Communication

Between Annual Fund and I.S.
Mike Westfall

Silos to Synergy
Cooperation and coordination on campus. Mike Westfall.

Working with Annual Fund
Annual fund and advancement services. John Starritt & Bryan Mack.

Working with
Development Officers

Working effectively with development officers. Ami Phillips.

 
 
Class Agents ...
Class Agents
Class agent handbook and recruitment letter. Lindsey Ballenger.

Class Managers Handbook
Comprehensive handbook for class managers and class whips. Dave Kelly.
Job Descriptions
 
Class agent. Lindsey Ballenger.
 
Class Agent. Rendi Hahn.
 
Class Agent. Donna Ancypa Holmes.
 
Class Agent. Leigh Ann Jacobson.

Timeline
 
Class Agent Timeline.
    
Kristin Ackervall.
 
Class Agent Timeline. Jenna Stone.

 
Stewardship ...
Scholarship Endowment Reporting SurveySurvey Results
Scholarship and endowment reporting is a very important facet of stewardship. Here are the results of a survey from this site.
Kathleen A. Mannion.

Anatomy of Donor Relations
The Anatomy of a Donor Relations System - a comprehensive overview. Lynne Becker.
Presentation.

Donor Stewardship Reports
Strategies for preparing and managing these important reports for donors.

Donors Like the Tunes
Donors like the tunes as endowment grows. The 59% solution and strategy for a stewardship program that starts with education, and ends up with on-on-one asks for major gifts. Terry Burton.

Entitlement or Need

$100 million naming rights. Mile high expectations or just a fishing trip
.
Terry Burton.

Introduction to Stewardship
Terry Burton.

Million Dollar Donors
Good presentation on developing stewardship plans for major donors. Shelly Henry, Debbie Meyers, Kristin Sullivan.

More Than a Thank You Letter
Not  too long ago, people in the fundraising community, would peg stewardship as the thank you letter that was sent to a donor upon receipt of a gift.  A form letter with an unrecognized signature, stuffed into a #10 standard envelope and run through the postage machine. Terry Burton.
Motivating the Money Givers
When you meet with a prospective donor what do you think about? Do you have a game plan? Having an idea of what is likely to motivate your donor gives you an edge, perhaps even a sense of confidence with which to pursue the discussion. But how do you know? Terry Burton.

Naming
Business school to go unnamed after receiving $85 million gift. Terry Burton.


Naming and Competition
Telecom business rivalry heats up with $30 million Bell Lightbox naming deal.
Terry Burton.


Naming Trends
Presentation on some emerging trends in naming opportunities. Provided by Terry Burton from Dig in Research.


Principles of Stewardship
Building effective stewardship programs though coordination. Mike Westfall.

Spreading the Wealth
The year 2008 appears to have picked up right where we left off at the end of 2007, a year that may go down in history as the most generous expression of philanthropy known to mankind. By my estimations there were more than $4 billion in named gifts made in the last calendar year. That’s amazing!
Provided by Terry Burton from Dig in Research.

Stay Connected
Graduates giving to annual fund.
Texas Christian University


Stewarding Matching Gift Donors
Tips and tricks on stewarding your matching gift donors. Amy Phillips.

Stewardship
A fundamental of naming opportunity policy statements is stewardship. Terry Burton.

Stewardship
Building a foundation for stewardship.
Devin Mathias.

Stewardship
Stewardship Rebuilding Program
Stewardship plan. Scott Fendley.

Stewardship: A Global View
Stewardship as a cultivation strategy.
Mike Westfall.

Stewardship Checklist
Sample checklist to help ensure you've completed all activities. Kathy Ruvolo.

Stewardship Plan
Good example of a stewardship plan.
Jennifer Bowers.

The Endowed Chair
For universities and colleges, the endowed chair brought flexibility into the revenue stream that allowed diversity in the curriculum, support and retention of professors and financial assistance to students. Part one, part two.
Terry Burton.

International Philanthropy
An historic week for international philanthropy has just concluded. Two very generous gifts have landed on the doorsteps of higher education, but this time not in the USA. Provided by Terry Burton from Dig in Research.

 

 
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