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Sample year end stock transfer procedure. You will need to adapt for specific country rules.
|Contributed by ...|
|Amy J. Phillips|
more than 20 years of work experience at various charitable
organizations, Amy Phillips has acquired an understanding for many
aspects of nonprofit management. Most recently she served as Gift
Registrar for the Smithsonian Institution; Phillips’ prior
experience in institutional advancement has included positions at
two colleges, a museum and a “think tank” in Washington, D.C., as
well as various contractual/consulting opportunities. An active CASE
member, Phillips has earned “faculty star” citations as a presenter
at several conferences, including the annual Summer Institute in
Advancement Services. She has also given presentations on software
utilization tricks, best office practices and matching gift
processes for the Millennium user community, as well
as the Association for Advancement Services Professionals [AASP].
She is an active Founding Member of AASP, serving on the Board as
membership chair and member of the Ethics Committee. Amy is
currently consulting with organizations in the DC area as she
pursues her next career challenge.
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?
Documenting Donor Intent. Gift agreement for individuals and endowment agreement for individuals.
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
Gift Processing Forms - Gift Transmittal Form, Gift Transmittal Form Instructions, Stock Gift Receipt Template.
Job Descriptions - Associate Director of Development Operations, Associate Director of Prospect Management, Campaign Director, College Development Associate, Communications Manager, Database Coordinator, Development Officer, Director of Corporate Relations, Director of Donor Relations, Director of Planned Giving, Gift Records Assistant, Information Technology Associate, Student Worker - Data Entry and Clerical Support.
Matching Gifts. No Time Like the Present for Matching Gifts!
Matching Gifts Practices. Presentation on matching gifts practices with information from the Matching Gifts Practices Surveys.
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
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.
Matching Gifts Practices 2009
Revised and upgraded now including challenge gifts and government matching programs.
Matching Gifts Practices 2010 Results.
Matching Gifts Practices 2011 Results
Matching Gifts Practices 2012 Results