Matching Gifts Practices

Amy J. Phillips, Gift Registrar, Smithsonian Institution

With more than 20 years of experience in a variety of nonprofit environments, Amy appreciates sharing the ideas she has learned about advancement services as they apply to many different nonprofit organizational profiles. Apart from more general administrative roles in higher education institutions and at hospitals in the Boston area, her recent experience in institutional advancement has included roles at a small college, a museum, a public theatre group, a "think tank" in Washington, DC, and then with the CASE Award winning advancement program at Temple University.

Amy recently returned to the DC area to use her skills and experience as Gift Registrar for the Smithsonian Institution. She has given presentations on both software utilization tricks and best office processes at annual user conferences held by the Sage Group (formerly JSI Fundraising Systems, Inc.), the NE Millennium Users' Group [NEMUG] and also the Mid-Atlantic Millennium Users’ Group [MAMUG]. Amy has served on the faculty for the Annual Advancement Academy as well as at various CASE conferences – for which she has been recognized with a Faculty Star several times – and also presented at 2007’s Annual Giving Professionals Network conference at Cal Poly-Pomona. As an active member of CASE’s Matching Gift Advisory Council for 4 years, she presented at 4 Symposiums and also provided editing and writing services for the most recent CASE publication on Matching Gift Administration. Amy is also a founding member of the Association of Advancement Services Professionals [AASP] for which organization she currently serves on the Board as well as on the Ethics Committee.

Acknowledgement Letter. Example of acknowledgement letter using merge fields for custom letters.
Business Plan Outline
Data Integrity Links on the Records Page
Disaster Planning. What are some of the things development staff need to be able to focus quickly during catastrophic events?
E-solicitations - E-mail sent to Faculty Staff for Accomplishments E-solicitation
Enforcing Data Entry. Ways to help improve your data entry procedures.
Ethics of Matching Gift Management
Job Descriptions - Associate Director of Development Operations, Communications Manager, Development Officer, Student Worker - Data Entry and Clerical Support, College Development Associate, Gift Records Assistant, Information Technology Associate
Matching Gifts. No Time Like the Present for Matching Gifts!
Performance. Set of various metrics for development performance. Use as a basis for helping to evaluate your program.
Sample Forms - Gift Transmittal Form, Gift Transmittal Form 2
Solicitation Code Matrix Proposal
Stewardship. Tips and tricks on stewarding your matching gift donors.
Working With Development Officers
Year End Processing - Stock Transfer Procedure Memo, Stock Transfer Fax Transmittal Sheet, Year End E-mail

Surveys
Benchmarking Gift/Bio-Demographic Data Entry Activities

Records Practices, Results, Analysis of Results
What are some of your practices for records management and how do they compare to other organizations?

Matching Gifts Practices, Results
What are some of your practices for managing and maximizing your matching gifts revenues and how do they compare to other organizations?

Matching Gifts Practices, Matching Gifts Practices 2007 Results.
Results for the Matching Gifts Practices Survey for the second year the survey has been run.

Matching Gifts Practices 2008
Revised and upgraded to allow a greater depth and breadth of details for analysis including questions on Matching Gift Stewardship.