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Free resources for those supporting fundraising. Samples, white papers, best practices, job board and more. Sustained by your enthusiasm, expertise and contributions of content. |
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| Cindy Avery, Cougar Pride Program Coordinator, University of Houston |
 
Samples -
First Gift Postcard. |
| Françoise Aylmer, Associate Vice President for Development, California State University, San Bernardino |
|
Françoise
Aylmer, a successful fundraiser with extensive experience in the
higher education and nonprofit sectors, is associate vice president
for development at California State University San Bernardino. She
is a Certified Fund Raising Executive.
Employment -
Development Activity Benchmarks |
|
B |
| Lois Badey, Director of Annual Giving, Randolph-Macon College |
|
I
am Director of Annual Giving at Randolph-Macon College in Ashland,
VA. R-MC is the oldest continuous Methodist liberal arts College in
the U.S., with approximately 1150 students.
Samples -
Year End Thank You Letter |
| Lindsey P. Ballenger, Assistant Director of Annual Giving, College of Charleston |
|
Lindsey
Ballenger is the assistant director of annual giving at the College
of Charleston. She coordinates the
reunion giving program, the
annual scholarship program, and the Class Agent program.
Prior to her current position, Lindsey
spent a year and a half in
Alumni Relations at the College of Charleston
Benchmarking Annual Fund -
List of statistics and questions for benchmarking annual fund.
Class Agents -
Handbook,
job description with volunteer form and
recruitment letter.
Planning -
Annual Giving Direct Mail Checklist.
Samples -
50th Gift
Letter from Committee,
60th Gift
Letter from President Emeritus,
Recruitment Letter with Reply Form. |
| Ellen Barkenbush, Director of Annual Giving, Yeshiva University |
|
Parent Appeal Letters -
Spring,
Final |
| Sarah Barton, Director of Annual Fund, Ohio Valley University |
|
Sarah
Barton is Director of Annual Funds and Advancement Coordinator at
Ohio Valley University in Vienna, West Virginia. She has been in the
position for six months, having previously served as Director of
Foundation Relations.
Samples - Pledge -
Beginning of Pledge,
Pledge
Update,
End of
Pledge |
| Sasha Bateman, Annual Fund Associate, McGill University |
|
Evaluations -
Caller Evaluation,
Coordinator Evaluation,
Supervisor Evaluation |
| Wendy Baverstock, Research Manager, Action Planning |
|
Wendy Baverstock is the Research Manager for
Action
Planning, a leading UK consultancy which specialises in
advising the not-for-profit sector.
Job Ad for Volunteers
Prospecting in Hong
Kong |
| Lynne Becker |
|
Lynne
Becker served as Kintera’s Vice President and General Manager of the
health and social services sector leading a vertical group of
services for a variety of clients including foundations, social
agencies, and international organizations. Most recently, Ms. Becker worked with the American Red Cross as its Director of Development Systems for the organization’s fundraising division. While at the American Red Cross, Ms. Becker played an instrumental role in a 2.5 million record conversion, a system integration for 990 chapters, and process improvement opportunities. Ms. Becker was also a member of the consulting firm of Bentz Whaley Flessner where she assisted higher education institutions and healthcare facilities prepare for major fundraising campaigns or reorganize for optimal efficiencies. She was also the Assistant Vice President for Advancement Services at the University of Washington and managed a staff that supported development and alumni relations. Ms. Becker has a Bachelor of Arts degree in Political Science from Hood College in Frederick, Maryland; a Master of Education in student personnel work in higher education from Loyola University in Chicago; and a Master of Business Administration in higher education administration from the University of Hawaii. She is finishing her doctorate from Vanderbilt University in organizational behavior. Ms. Becker is also the recipient of the CASE Crystal Apple Award.
Ethics: A New
Paradigm for a Modern Age
Gutsy Leadership
Strategic Planning: Tools You Can Take Home With You
The Anatomy of a Donor Relations System,
Presentation
Tips
and Tricks on Working With or Being a Consultant
Using Technology to Empower Communities |
| Meredith Berg, Phonathon Coordinator, North Park University |
|
Meredith Berg has been a staff member in the Development Office for
a year-and-a-half, and worked as a student in the Phonathon program
for nearly four years previously.
Donor
Card
Job Descriptions -
Phonathon Supervisor,
Phonathon Supervisor Duties
Phonathon
Caller Feedback
Phonathon
Objections Responses,
Objections Worksheet
Phone
Interview Questions
Sample Forms -
Parent
Information |
| Emily Bersin, Annual Fund Coordinator/Phonathon, Emerson College |
|
Emily
Bersin, Annual Fund Coordinator for Emerson College, is primarily
responsible for the management of the Phonathon program, direct mail
solicitations, and email/web solicitations for alumni and parents of
the college.
Samples -
Thank
You Postcard |
| Brett W. Blackwelder, Annual and Athletic Giving Coordinator at Park University |
|
Brett W. Blackwelder is the Annual and Athletic Giving Coordinator
at Park University,
a private liberal arts school located in Parkville, Missouri. He has
been at Park since December of 2000. He graduated in May of 2002
with a Masters degree in Health Policy and Management Administration
from the University of Kansas. He studied strategic planning as an
undergrad at Iowa State University and graduated in December of
1999. Golf Sponsorship Materials
Corporate Invitation Letter
Corporate Sponsorship Menu
Sponsorship Form |
| Nicole Forrest Boggs '02, Director of Annual Giving, University of La Verne |
|
Samples -
Parent
Letter with Giving Form and Honor Roll Permission |
| Emily Bourke, Assistant Director of annual Giving, Samford University |
|
I
just graduated in May from Samford University where I am currently
blessed to be the Assistant Director of Annual Giving. My primary
responsibility is managing the Phonathon with secondary
responsibilities including direct mail and assisting our Director of
Annual Giving.
Training - Caller Training Presentations
Part 1 and
Part 2. |
| Joshua P. Bowerman, Director of Major & Planned Giving at Austin College |
|
I'm
the current director of Major & Planned Giving at Austin College in
Sherman, TX. Prior to that, I was Regional Manager of Capital Giving
at Bucknell University in Lewisburg, PA. I have over 8 years
experience in educational fundraising.
Policies and Procedures -
Athletics Endowed Fund Agreement,
Endowment by Annuity,
Irrevocable and Enforceable Pledge Agreement,
Memorandum of Understanding,
Scholarship Agreement |
| Jennifer Bowers, Stewardship Manager, University of Alaska Foundation |
|
Stewardship Plan |
| Joe Don Bradley, Director of Gift Records, Baylor College of Medicine |
|
Sample Form -
Gift in Kind Form |
| Rebecca Bramlett, Associate Director of Annual Giving, The University of North Carolina at Chapel Hill |
|
Rebecca
has been with the Carolina Annual Fund since January 2005. She has
served as the Phonathon Manager, Assistant Director of Mail
Programs, and has held her current position of Associate Director
since March 2006. In that role she manages phonathon operations and
the student giving and senior campaign program, as well as has a
hand in direct mail, online giving, personal solicitations and all
other duties related to the Annual Fund.
Senior Class Giving -
Brochure,
2,
Handbook,
Letter,
2,
Poster
Student Giving Planning - Fiscal year
operating plan for student giving program. |
| Kelly M. Brant, Associate Director, Purdue Telefund |
|
Kelly
Brant joined the Purdue Telefund as an Associate Director in January
2005. Kelly is responsible for Managing student supervisors as well
as the nightly calling sessions. She is also responsible for
developing and tracking the Telefund's training program.
Student
Manager Checklist
Student Manager Personnel Policies |
| Beth Gardner Braxton, Director of Annual Giving, UNC-Chapel Hill |
|
Director of Annual Giving at UNC-Chapel Hill. Formerly Assistant Dean for Development and Alumni Affairs at the School of Journalism and Mass Communication at UNC-Chapel Hill and Director of Major Gifts at Kenan-Flagler Business School.
Samples -
Lapsed
Donors |
| Helen Brenneman |
|
Helen
served The Pennsylvania State University as the Director of Annual
Giving. In this capacity Helen oversaw all direct mail,
E-fundraising, the Lion Line phone center, Parents Fund, Young
Alumni Programs, Faculty and Staff Campaigns, Corporate Matching
Gifts, Class Campaigns, Special Gifts Program, Renaissance
Scholarship Fund, and other campaigns as needs arise.
A senior fundraising professional, Helen spent more than 20
years at Penn State, having at one time or another worked in the
trenches managing each of the programs for which she now has
oversight responsibility. Active within her field, she also believes it is important to take an active volunteer role within her community – serving on boards, committees, and with the United Way.
Non-Alumni Strategies
Staffing and Justification Strategies - Identifying
Opportunities for Growth
Young Alumni Strategies: Welcome to the Pipeline |
| Shawn Briggs, Director, Parents & Grandparents Campaign, Vanderbilt University |
|
Parents and Grandparents Newsletter |
| Carolyn H. Brown, Vice President for Institutional Advancement at Barton College |
|
Carolyn
H. Brown is the Vice President for Institutional Advancement at
Barton College in Wilson, NC.
As chief development officer for Barton,
Brown oversees the fundraising program at the college. Her
responsibilities include supervision of the Barton Society program,
alumni programs and the annual fund, publications and public
relations, as well as the management of capital campaigns. She also
serves as a member of the college's marketing team. Brown completed both a Bachelor of Arts degree in English and a Master of Business Administration degree at the University of North Carolina at Chapel Hill. Prior to her appointment at Barton, Brown served as the director of major gifts at East Carolina University. She has also served as director of annual giving and The Chancellor’s Society at ECU. Additional fundraising roles have included manager of major gifts for the North Carolina Symphony, director of annual giving and donor relations at the Intracoastal Health Foundation in West Palm Beach, Fla., director of development for Ballet Florida in West Palm Beach and development manager for the Raymond F. Kravis Center in West Palm Beach. Brown also has 12 years of experience in advertising and marketing in the newspaper industry to add to her list of credentials. Civic and professional memberships include the Council for the Advancement and Support of Education (CASE); North Carolina Independent Colleges & Universities; Board of Directors of USTA/North Carolina Tennis Association; committee member for Education Session 2007- Leadership North Carolina.
Policies and Procedures -
Naming of
Facilities and Programs |
| Christine Brown, Director Career Services and Alumni Relations, Kendall College of Art and Design |
|
Christine Brown, Director of Career Services and Alumni Relations at
Kendall College of
Art and Design. The marriage of these two positions has been
most beneficial for both the alumni and students. We currently have
student representatives from each major (selected by the faculty)
serving on the Kendall Alumni Board. The students have the
opportunity to network with the alumni board members and the alumni
are very much in touch with what is evolving in each program.
Alumni
Board Job Descriptions |
| Gayemarie Brown, Senior Manager with Deloitte |
|
Gayemarie
Brown is a Senior Manager with Deloitte with more than
15 Leading complex Sales, Marketing and Customer
Portal Implementations. Gayemarie has led some of the firm's largest
Enterprise Content Implementations globally including multi-country,
multi-lingual content deployments. In addition to delivering
strategic content solutions for Fortune 500 clients Gayemarie
manages the firm's alliance with OpenText and holds Senior
Leadership positions within Deloitte's Information Dynamics practice
focusing on Enterprise-wide Content, Data, Sales,
and Marketing solutions.
Enterprise
Content Management - Lessons Learned |
| Nancy Brown, Executive Director, Winona Health Foundation |
|
Nancy Brown is the Executive Director of Development at
Winona Health. She has
been in development since 1995 with prior experience in both public
and private higher education. She has a Masters of Science in
Non-profit Administration from the University of Notre Dame and a
Bachelor of Arts in Journalism from the University of
Wisconsin-Madison
Policies -
Gift in Kind Acceptance.
Sample Form -
Gift in Kind. |
| Nancy Bryant, Director of Advancement Information Systems, Washington & Jefferson College |
|
Nancy
is the Director of Advancement Information Systems at Washington &
Jefferson College, a small liberal arts college in Western
Pennsylvania. She is a 1995 graduate of W&J, and has been working
at the college since 2001. In 2003, she completed her M.Ed. in
Mathematics and Computer Science. Prior to working at W&J, Nancy was a teacher at the high school and technical college levels. In her current position, she is responsible for the maintenance of the college's development and alumni database, and produces lists and reports for those departments. She also oversees the gift entry and acknowledgement process
Sample Forms -
Data Request Form |
| Paul Budlong, Assistant Director for the Rensselaer Annual Fund at Rensselaer Polytechnic Institute |
|
Paul Budlong is an Assistant Director for the Rensselaer Annual Fund
at Rensselaer
Polytechnic Institute in Troy, NY. Rensselaer is the
nation's oldest technological university, founded in 1824. It is
distinguished by its enduring mission to "apply science to the
common purposes of life" and poised for leadership in the 21st
century as a world-class research university. Paul has worked in
higher education development since 2001. He manages volunteer based
programs geared towards securing leadership-level gifts of $1,000
and up.
Planning
-
Operating Plan,
Operating Plan Appendix,
Appendix 1,
Appendix 2
Policies
-
Reunion Gift Counting |
| Tammy Burkhardt, Information Resources Manager, College Relations for Reed College |
|
Extensive Gift Processing Flowchart |
| Daniel J. Burns, Esq., Director, Executive Search, Campbell & Company |
|
Founded
in 1976, Campbell & Company is a national philanthropic consulting
firm offering a full range of fundraising services, including
capital and endowment campaign counsel, annual and planned giving
program counsel, feasibility studies and development audits,
volunteer and staff training, marketing and communications plans and
materials, case statements, board development, and executive search.
What To Do 'Till the Headhunter Calls |
| Terry Burton, Founder, Dig In Research |
|
Terry
began working in the area of research in 1989 as co-founder of
Rainforest Publications Inc. in Vancouver, BC. Over an 11 year
period he was directly involved in development and marketing of more
than 20 research products and services for the non-profit sector.
Most notable in that group, PRO – Prospect Research Online launched
in 1995. PRO and related online services are still offered today by
the company that bought out Rainforest Publications in 1999, see
iWave.com. Over the last few years Terry turned his attention to the area of donor relations and stewardship. He has written and published three books on stewardship related topics and issues including numerous discussion papers with industry leaders.
A
Fundamental of Naming Opportunity Policy Statements is Stewardship
Donors
Like the Tunes as Endowment Grows - Stewardship Strategy to
Help you Grow Your Endowment
Endowed Chairs, Essence of Implied Stewardship, Part 1,
Part 2,
Part 3
Entitlement or Need. $100 million naming rights. Mile high
expectations or just a fishing trip.
Evolving
Naming Strategies.
Going Forward With Major Gift Asks.
Introduction to Stewardship.
Motivating the Money Givers.
Named Gifts
Activity Surging.
Named Gifts Report.
Naming.
Business school to go
unnamed after receiving $85 million gift.
Naming Rights. Good overview of Terry Burton's new book,
Naming Rights: Legacy Gifts and Corporate Money.
Naming Trends. Presentation on some
emerging trends in naming opportunities.
$100 Million Dollar Gifts.
Several generous
philanthropists get people thinking about something good.
Spreading the Wealth. Trends in Philanthropy.
Stewardship is More Than a Thank You Letter
Telecom Business Rivalry Heats up with $30 Million Bell Lightbox
Naming Deal
The Rising Tide of Major Gifts in International Philanthropy |
| Business Objects |
|
Business
Objects provides a leading suite of business intelligence
software - helping track performance, understand business drivers,
and managing your enterprise.
Closing the Fact Gap: The Intersection of Information,
Action, and Accountability. |
| J. Travis Byrd, Assistant Director of Annual Giving, Telefund Coordinator, Radford University |
|
Travis
Byrd began his development career as a successful student caller and
supervisor at Radford University. He is currently in his second year
as the Assistant Director of Annual Giving at Radford. He is
responsible for all phonathon operations at RU.
Caller Zone Evaluation Used for Call Monitoring |
|
C |
| Robert M. Caldwell, Director for Advancement and External Relations at Hebron Academy |
|
Robert
M. Caldwell is Director for Advancement and External Relations at
Hebron Academy in Maine where he directs all aspects of
institutional fundraising, publications, communications, alumni &
parent relations, and institutional planning for the 200 year-old
private boarding and day school. Caldwell serves as Vice Chair for
District I of the Counsel for Advancement and Support of Education.
Caldwell was Executive Director of the Dartmouth College Fund at
Dartmouth College, Director of The Bucknell Fund where he also
served as Director of Annual & Special Gifts and Director of Alumni
& Constituent Relations, and served St. Lawrence University on The
St. Lawrence Fund staff. He began his fundraising career with St.
Andrew's College in Aurora, Ontario in 1988 following four-years as
an officer in the Canadian Coast Guard.
Pledge Commitment Letter
Statement of Understanding |
| Joseph F. Calger, Associate Vice President and Chief Information Officer, University Relations - Information Services, Case Western Reserve University |
|
Joseph Calger is Associate Vice President and Chief Information
Officer for University Relations at
Case Western Reserve
University. He has nearly 20 years of varied experience in
advancement, including annual giving, prospect research, information
system, programming, gift and data processing, and user services. He
came to Case after 19 years with the University of California. Sample forms:
Add a
Proposal,
Add a
Prospect,
Report
Request,
Research
Request |
| Courtney A. Capizzo, Associate Director of Reunion Programs, Rhode Island School of Design |
|
Surveys -
Post
Reunion Event Survey |
| Alexis Carter-Black, Coordinator of Grants and Contracts at Oklahoma City Community College |
Alexis
Carter-Black has been employed as the Coordinator of Grants and
Contracts at Oklahoma City Community College since 2000. She is
responsible for proposal development and administration, including
monitoring an average US$1.7 million in annual grant funds. She
previously worked for the Oklahoma State House of Representatives.
She has a Bachelors degree in Political Science and a Masters degree
in Public Administration (both University of Oklahoma). Ms.
Carter-Black is the author of "Getting Grants: The Complete Manual
of Proposal Development and Administration," to be published by
Self-Counsel Press in April 2006.
Getting
Grants - Proposal Writing Basics
Grants Management
Procedures
Grant
Partnership Etiquette
Grant
Registration and
Approval Form
Six Secrets of a Successful Grants Office |
| Sara Chancellor Case, Director of Annual Giving, Lycoming College |
|
Sample Forms -
Tally
Sheet
Script -
Thank You |
| Mary Ellen Caskenette, Manager, Document Systems, University of Toronto |
|
Privacy
Audit Questionnaire.
Privacy
Recommendations.
Sample
File Plan.
Sample
File Retention and Disposition Schedule.
Survey -
Contactable Rates,
Survey Results Survey on how your contactable rates for constituents compare with other organizations. |
| Sharon Castelino, Vice-President, Corporate & Affinity Markets, HLC Home Loans Canada |
|
Sharon
Castelino is a VP at Home Loans Canada, CIBC's mortgage brokerage
division for the past 10 years. She is also the Executive Director
of the HLC Charitable Foundation, an organization dedicated to
contributing back to the communities in which HLC staff work and
live across Canada. Sharon's responsibilities at HLC include
managing a direct team of 40, overseeing all internet and call
centre operations, leading HLC's business development function as
well as managing a portfolio of 350 corporate & affinity accounts.
In 1999, Sharon earned a graduate degree in Communications and plans
to begin her MBA shortly. Sharon currently resides in Toronto with
her husband and two sons
Home Loans Canada: Affinity Mortgages |
| Jen Castellani, Annual Giving Officer, Cedarville University |
|
Employment -
Phonathon Caller Contract,
Phonathon Confidentiality Agreement,
Student Caller Job Description.
Phonathon -
Phonathon Bingo,
Phonathon T-Shirt,
Phonathon Training Manual,
Phonathon Training Presentation. |
| Michelle Catlett, Director of the Coe Fund, Coe College |
|
Michelle
Catlett is the Coe Fund Director for Coe College, a private liberal
arts college located in Cedar Rapids, Iowa. Michelle oversees the
annual phonathon, direct mail solicitation, faculty/staff campaign,
parent's campaign and student giving. Michelle has been in
development for over 6 years, but only recently in the area of
higher education. She is a 1998 graduate of the University of
Northern Iowa.
Samples -
Matching Gift Letter |
| ccbeard and associates |
|
Carl
Beard is principal consultant for ccbeard & associates. A
native of Tennessee, Mr. Beard spent the early years of his career
as a church musician, a professor at Furman University and for 10
years, Founder and Executive Director of GAMAC, a multi-faceted
community performing arts organization located in Anderson, South
Carolina. With over 20 years of development experience, Beard served
Clemson University as Director of Planned Giving and Mars Hill
College as Vice President for College Advancement. He has been
involved in capital campaigns with goals ranging from $6 million to
$500 million. Most recently, he planned and directed a $200 million
campaign at the University of Richmond and directed a $500 million
campaign at the Colonial Williamsburg Foundation. Beard is an
educator, musician and fundraiser. His diverse experiences in
fundraising and management in the education, arts and museums arenas
qualify him to provide his clients with a complete and diverse array
of services
and counsel.
Guide to Working With a Prospect |
| Chuck Chan, Manager of Trademark Licensing and Brand Development, University of Toronto |
|
A
graduate of the Ontario College of Art and Design, Chuck has been
the Manager of Trademark Licensing and Brand Development at the
University of Toronto for the past 4 years. In his current role, he
has helped spearhead a robust trademark licensing program regarded
as a Canadian bench mark and industry standard. In previous roles at
U of T, Chuck has been the Manager of Art Direction and Acting
Director of Communications at Athletics. Prior to joining U of T, Chuck was involved in design communications at IBM Canada and The Weather Network. Chuck remains an active illustrator, designer and communicator with his design communication company, Charlie Communications.
Licensing 101 |
| Maryellen Charbonneau, Director of Annual Giving, Northern Michigan University |
|
Fundraising Newsletter. |
| Debby Charron, Director of Development Services for the National Foundation for Centers for Disease Control & Prevention |
|
Debby
Charron is the Director of Development Services for the National
Foundation for Centers for Disease Control & Prevention in Atlanta,
Georgia. Debby was recruited by the Foundation while fulfilling a
similar role for Oglethorpe University (Atlanta, Georgia). She has
been instrumental in the field of advancement services for more than
a decade. Her expertise in operations management has provided a
solid infrastructure for a variety of organizations and institutes
of higher education. She consults for organizations in Georgia,
Alabama, Texas and New York. Debby’s current major projects include benchmarking for non-traditional organizations and comprehensive strategic planning operations.
Sample Forms -
Data Request Form |
| Frank Chudnow, Vice President of SofterWare Inc. |
|
Frank
Chudnow is the Vice President of
SofterWare Inc.
He has spent over 25 years working with non-profit organizations.
Prior to joining SofterWare he founded and directed the Madison
Mutual Housing Association, a developer and manager of
scattered-site low income housing. SofterWare serves the nonprofit fundraising market with the DonorPerfect Fundraising Software product line. There are thousands of diverse organizations using DonorPerfect worldwide including higher education institutions, museums, private schools, hospitals, health, social service and community organizations. DonorPerfect is known for both its ease of use and its flexibility and scalability. Request a free demo.
Creating
a Preauthorized Gift Program |
| Vernell Clouden, Director of Development/Annual Giving, University of Massachusetts Dartmouth |
|
Phonathon Supervisor Interview Questions |
| Susan Clough, Office Manager/Assistant Director, Northfield Mount Hermon School |
|
Sample Forms -
Pledge Form |
| Corina Lynn Coles, Northampton Community College |
|
Annual Giving
Pyramid
Pledge Management Policy
Pledge
Reminder Letter
Thank
you Postcard 1,
Thank
You Postcard 2 |
| Carrie M. Collins, Vice President, Institutional Advancement, University of The Sciences |
|
Carrie Collins is the Vice President of Institutional Advancement at
the University of the Sciences, founded as the Philadelphia College
of Pharmacy in 1821. Collins oversees fundraising, alumni relations,
marketing, and communications to advance the university’s mission.
In her first full fiscal year with University of the Sciences,
Collins and her fundraising team raised $4,306,000 in gifts and
pledges—53% more than the previous year.
Science of ROI Behind Art of Frontline Fundraising |
| Jodi Collins, Assistant Director, Financial Services Georgia Southern University |
|
Job Description -
Development Accountant. |
| Jennifer Conboy, Assistant Director of Advancement Electronic Communications, Boston College |
|
If
you have any questions, please send them to Jennifer Conboy,
Assistant Director of Advancement Electronic Communications, Boston
College.
Competition - Good piece on how you can compete with giving
participation |
| Alysia Conklin, Assistant Director of Annual Giving, Creighton University |
|
Alysia Conklin is the Assistant Director of Annual Giving at
Creighton
University in Omaha, NE. After working as a Phonathon
caller, student supervisor, and Annual Fund Intern during her four
years of college, Alysia joined the Annual Giving staff fulltime;
graduating with a BSBA in Marketing from Creighton in 2004.
Hiring Materials -
Caller
Application Form,
Caller Application Questions,
Caller Application Questions - Key Personal Interview, Telephone Interview, Leadership Interview Questions, Leadership Team Application, Supervisor Interview Questions
Survey -
Alumni Relations and Annual Giving Survey |
| Phyllis Cooke, Director of Annual Giving, University of Georgia School of Law |
|
Phyllis
Cooke is the Director of Annual Giving for The University of Georgia
School of Law. Phyllis has been with the law school since 1992 and
has worked in the areas alumni programs and development. Georgia Law
is a top-tiered public law school located in Athens, Georgia.
Samples -
Direct Mail Appeal,
Pre Phonathon Postcard |
| Jennifer Cooper, Executive Director of Development Operations, Vanderbilt University |
|
Since April of 2004, Jennifer Cooper has had oversight
responsibilities for Vanderbilt University's offices of Prospect
Research, Information Management, and Gift/Record Processing. From
1993 to 2003, she was the Director of Research & Prospect Management
at the University of Oregon Foundation. She has been a frequent
presenter for both the Association of Professional Researchers for
Advancement (APRA) and CASE. Last year, she served as co-chair for
the CASE conference for Prospect Research, was the Prospect
Management track chair at the APRA International Conference in
Dallas, TX, and was the Prospect Research faculty for CASE's Summer
Institute for Advancement Services in Nashville, TN. Jennifer has a
BA in Public Relations and a BS in Telecommunications & Film both
from the University of Oregon.
Overview of Peer Screening.
Prospect Screening Checklist. |
| Ron Coscia, Principal, Conversion Professionals |
|
Ron
Coscia has over 30 years of experience in the computer software
industry as a programmer, systems analyst, project leader and, most
recently, as an independent consultant. He has worked for such
notable companies as Computer Usage Co., and Computer Sciences
Corp. Since 1992, his focus has been on the non-profit community,
helping organizations convert outdated fundraising software to more
modern and efficient systems, as well as assisting with general data
import/export issues.
Using a Consultant |
| Elizabeth McKenna Cozart, Assistant Director of Direct Marketing, The University of North Carolina at Chapel Hill |
|
Elizabeth
has been with the Carolina Annual Fund since 2010. In her current
role as Assistant Director of Direct Marketing, she attracts private
gifts to all academic areas of UNC-CH through varied marketing
channels including direct mail, email, social media and multimedia.
Samples of the Carolina Annual Fund’s “Why Give to Carolina?”
Infographic Brochure. The annual fund mailed a
tri-fold self-mailer brochure to lapsed donors as a segment
of their year-end efforts. They have used the
main Infographic image in online and social media
communications. |
| Francine Cronin, Associate Vice President for Annual Giving at Emory University |
|
Francine
Cronin brings 18 years of experience working in the world of higher
education fundraising to her role as associate vice president for
annual giving at Emory University. She is active on the Development
and University Relations Leadership Team and the university’s
Administrative Council. In the three years that Francine has been at
Emory, the Annual Fund has almost doubled from $3.6 million in
fiscal year 2002-03 to $7 million in fiscal year 2005-06. During
this same time period alumni participation has grown from 25 percent
to 36 percent. Francine’s desire to work in the development and
alumni relations field was sparked during her senior year of
college, at the State University of New York at Geneseo, where she
served as a committee member of the college’s first-ever Senior Gift
Campaign (Class of 1987). Upon graduation, she began her career at
Rochester Institute of Technology (RIT), first as assistant director
of the Telefund Program and then as director of the annual
fund. While working full-time she attended night classes part-time
at RIT and in 1993, she earned her M.S. in career & human resource
development with a concentration in organizational
development. Francine played an active role in RIT’s $100 million
five-year capital campaign, “Access to the Future”. After spending
six plus years in a large private university setting, Francine moved
back to her hometown of Utica, N.Y., and worked at a small public
university—SUNY Institute of Technology at Utica/Rome (SUNYIT). She
served as director of development & alumni relations at SUNYIT for
more than eight years until she moved to Atlanta in June of 2003 to
lead Emory University’s Annual Giving Program. Francine is currently
serving as vice chair & chair of the Membership Committee for the
National Annual Giving Director’s Consortium (NAGDC).
Direct Mail -
Cutting Mail Costs While Increasing Revenue,
Direct Mail and E-mail Solicitation Production Schedule
Direct Mail Results -
4 Year Comparison,
2,
Results
by Segment
Policies -
Appeal Policy
Sample Forms -
Appeal Request Form,
Gift Form,
Pledge Card |
| Luanne Currie, Director of Advancement Services, University of Alberta |
|
Luanne Currie, BA, CGA, is the Director of Advancement Services in
the Office of External Relations. She has worked on campus since 1987 in a variety of administrative and leadership roles including General Manager for the U of A's resident theatre company. |
|
D |
| Laurent (Lo) de Janvry, Associate Director, Strategic & Direct Marketing, University of California Berkeley |
|
A
Series of Presentations Demonstrating Modeling, Surveying and Data
Analysis Techniques
Annual
Giving Samples
Data Tools for Annual Giving
Predictive Modeling for Organizational Effectiveness
Market Research -
Students' Awareness, Attitudes & Perceptions About Development & CAA
Market Research -
Why
Alumni Do - and Do Not - Give
Market Research -
Younger
Alumni |
| Brendan Dellandrea, Manager, Website Implementation and Training, University of Toronto |
|
Shifting Language.
Presentation on Practical Content Strategies for the Web.
MP3 of presentation. |
| Barbara J. Dick, Executive Director, Alumni Affairs and Administration, Division of University Advancement, University of Toronto |
|
In
her sixteen year career in Advancement Barbara has played a
leadership role in alumni relations at the University of Toronto.
With almost 400,000 living alumni and a complex, decentralized
structure, the University of Toronto boasts one of the most
successful advancement operations in Canada. Barbara’s experience has included providing direction and support to the University of Toronto Alumni Association as well as serving as a resource to the staff and alumni volunteers at over 30 individual faculties and colleges across the University. Areas of expertise include the revitalization of alumni associations; strategic planning and facilitation; designing methods for measuring the impact of alumni initiatives; integration of alumni and development functions; the design, creation and management of senior volunteer groups. Barbara’s career has included annual giving, alumni relations, strategic planning for advancement and the design of performance management and assessment tools for Advancement professional staff.
Dinner With 12 Strangers. Good young alumni engagement piece
centering round small events. Brendan Dellandrea and Jonathon
Cheevers also helped.
Performance Accountability. Creating and keeping the best
advancement team with a comprehensive compensation, goal setting and achievement measurement plan. |
| Ann L. DiStefano, Director Annual Fund and Parents Giving Programs, Bucknell University |
|
Ann
DiStefano was named director of Bucknell’s Annual Fund and Parent
Giving Programs in 2002, after serving as director of the Parents
Giving Programs since 1995. She is also responsible for the overall
management of a twelve-person annual fund team charged with
maximizing current operating support for the university from alumni,
parents, and friends. Ann works closely with the development
committees of the Board of Trustees, Alumni Board, and the Parents
Board. Under Ann’s leadership, the Parents Fund increased funds by
150 percent in a five year period by raising over $1 million. Under
her direction, annual fund revenue increased by 27 percent over the
last three years. Ann has sixteen years of fundraising experience in education, including development coordinator at Cornell University’s Lab of Ornithology, development officer at Seattle Country Day School, and director of development at Linden Hall School for Girls. Prior to her career in development, Ann held various positions in the corporate world for Bell Atlantic and Exxon. Ann was recognized in July 2005 for her dedication, commitment, and enthusiasm for parent fundraising at the 20th anniversary of the National Parent Fundraising Conference. She is also the recipient of the 2001 CASE District II Rising Star Award in recognition for her leadership in Parent Programs and advancement programs, and enthusiasm and commitment for the institutional advancement profession. Ann has previously served as a faculty member of CASE and other fund raising conferences. Ann lives in Lewisburg with her husband, Tom, who is an Associate Professor of Civil and Environmental Engineering at Bucknell. Ann enjoys traveling, reading, cooking, and spending time with family and friends.
Reunion: A
Time to Solicit "Spike" Gifts for Alumni |
| Elizabeth Dollhopf-Brown, Director of the Marquette Fund, Marquette University |
|
Job Description -
Fund
Officer. |
| Michael Dotson, Director of Advancement Services for Florida Institute of Technology |
|
Reporting -
Reporting 101 - Reporting Using Raiser's Edge 7 |
| Brian Dowling, Principal and Founder, SupportingAdvancement.Com | SupportingFundraising.Com |
 Brian
Dowling has invested more than 20 years working in Advancement and
Development Services, Finance, Administration and Operations managing systems, gift processing, records, web
sites, research, and other functions that help to support effective
fundraising and constituent engagement.Brian joined the VGH & UBC Hospital Foundation in 2008 as Senior Vice President for Finance and Information Systems and is responsible for managing finance, administration and operations and deploying creative solutions to help the Foundation achieve its fundraising and engagement goals. Brian worked previously at the University of Michigan and was responsible for managing the technological infrastructure, gift processing and records administration for the Office of University Development in support of a $3.1 billion campaign. The database contained over 1,000,000 entities and average revenue was $250-$370 million representing approximately 184,000 gift transactions. Prior to that, Brian worked at The University of Toronto. The university’s $1 billion campaign was Canada’s largest and most successful philanthropic effort in higher education. The database of over 700,000 entities supported a large scale advancement operation. Brian has also worked at a number of institutions in both the United States and Canada, where he gained understanding, knowledge and perspectives of managing in small, medium and large shops. This experience included multiple system conversions, web site development, budgetary and financial responsibilities, operations management and more. He has consulted in the United States, Canada, Asia and Australia, written numerous articles and presents regularly at conferences. He invests his spare time in SupportingAdvancement.Com and is an amateur musician. Please contact Brian Dowling directly for information on services that we can provide. |
|
About SupportingAdvancement.Com SupportingAdvancement.Com is currently one of the highest traffic, resource focused web properties in the higher education and non-profit spaces. The site is focused towards people working in advancement and development services, annual fund and operations but includes a substantial array of resources for fundraising and constituent engagement. We learn from others. Site content is often contributed from professionals working across the broad spectrum of fundraising and constituent engagement throughout the world. Resources on the site are provided freely to the community through contributions, strategic partners and sponsorships. |
| Employment |
 |
|
Professional development.
Strategies to help you manage your professional development. |
| More With Less |
 |
|
Effective Technology Planning.
Presentation on
Optimizing Operating Revenue and Cost Per Dollar Raised to Ensure
Sustainability.
Resources.
Presentation on resources to help you with your career.
SWOT analysis.
What are some strategies to help in
selling your budget?
The 100 Day Plan.
Planning exercise designed to accelerate outcomes in a short time
frame which will then lead into a longer term (typically annual)
plan. The plan can provide a clean slate so the organization can
innovate quickly and where the traditional planning cycle may be too
far out, too complicated or too time intensive to foster innovation
in the short term. |
| Potpourri |
 |
|
Customer Service.
Presentation on delivering memorable customer service experiences.
Listserv Etiquette.
It
is important to observe guidelines to keep everyone productive on
listservs.
Rankings Up and Down.
Comments on rankings.
Resources.
Presentation on some resources that are available to help you with
your career.
Sample User Training Survey.Sample of a
training survey that can be sent to your user community to help
prioritize training that a finance and information systems area
would typically provide.
The Devil is in the Details. (Customer Service.)
Tomorrow Made Possible.
Presentation and
podcast on what we need to do in advancement and development
services to meet the future needs of our organizations.
Vocation = Avocation.
General thoughts, musings and other
information on advancement services. |
| Records |
 |
|
Community
Outreach and Other Hidden Data Gems.
Ideas for building your database.
Creative Information Strategies.
Presentation on creative information acquisition strategies.
Podcast.
Creative Acquisition Strategies (updated for
Joint CASE and AASP programming for advancement
services.)
Data
Challenges. What are some of the data
challenges related to fundraising that you are facing in the
healthcare sector?
Data Cleanup Reporting.
Example of a data
cleanup and maintenance reporting strategy.
Data to Information - Part 1.
Presentation done at APRA International
Conference on strategies for changing your data to information. Part
1 looks at data challenges and opportunities, inventorying and then
measuring your data to determine how effective your data management
is.
Data to Information - Part 2.
Part 2 of presentation done at APRA International
Conference on strategies for changing your data to information. Part
2 looks at creative data acquisition strategies and some of the
newer tools for managing data.
Data Management - Overarching. An encompassing approach to
data management is critical to fundraising success.
Electronic
Content Management Systems (ECM). Some considerations on
implementing ECM. |
| Reporting |
 |
|
A Few Resources.
Here's a few
resources for SQL Server, Data Warehousing, Data Mining and Data
Visualizations.
Building a Data Warehouse - 1. Part 1 of a skills building
workshop on building a data warehouse presented at Blackbaud's
International Conference. This presentation is an overview of
building one.
Building a Data Warehouse - 2.
Part 2 of a skills building workshop on building a data warehouse
presented at Blackbaud's International Conference. This presentation
includes more detailed examples.
Challenges With Reporting.
Some of the challenges we all face with fundraising reporting, and some solutions
for improving.
Data Cleanup Reporting.
Example of a data
cleanup and maintenance reporting strategy.
Data Analytics and Reporting. Presentation -
Building Your Data Warehouse - Session 1. Associated
Podcast.
Data Analytics and Reporting. Presentation -
Building Your Data Warehouse - Session 2. Associated
Podcast.
Data Warehouse -
Driving Performance With Information.
Data Warehouse Glossary. A brief summary of some commonly
used data warehouse terms with some examples of usage in a
fundraising organization.
Data Warehouse Strategies - 1 -
Part 1 of a presentation on data warehouse strategies presented at
an AASP (Association of Advancement Services Professionals) regional
workshop.
Associated Podcast (WMA format).
Data Warehouse Strategies - 2 -
Part 2 of a presentation on data warehouse strategies presented at
an AASP (Association of Advancement Services Professionals) regional
workshop.
Associated Podcast (WMA format).
Effective Information.
Concepts of Information Leverage.
Final Campaign Report.
Final campaign reports require a number of special considerations.
By providing direction and ideas to management on format and
structure, you can be instrumental in developing these important
strategic documents.
Fundraising Data Warehousing.
Presentation made to the BC Blackbaud User Group
on constructing a data warehouse including a case study using the
appeal codes table.
Some
additional handouts for presentation.
Shortened version presented at DRIVE conference.
Metrics, Analytics and the Strategic Plan. How should the
data warehouse design relate to the strategic plan?
Pivoting - Dancing of Our Data.
In some fashion, almost every one of us has an endless chain of
demands and inquiries for multiple amounts of information. The world
is getting more complex and it’s increasingly more difficult to
perform these analyses. Questions inevitably lead to more questions.
Planning Information Goals. Information
is critical for managing fundraising and engagement. If we don’t
have the right intelligence we simply won’t be able to generate the
return to mission that we aspire to. What information do we need in
our data warehouse, how do we plan for it and how do we set our
priorities?
7 Data Warehouse Ideas. Presentation on
some interesting ideas to include in your data warehouse.
Star Schema, Dimensions, Facts, Surrogate Keys.
There are abundant resources available covering data warehouse
concepts. This is a general overview of some of the basics in an
attempt to relate these to fundraising data.
Survey on Report Writing.
Understanding Reporting. Understanding
advancement/development reporting.
Podcast.
Podcast 2.
Value of User Defined Functions. When building out your data
warehouse you should investigate the use of user defined functions
as a way to leverage your programming for repetitive tasks.
View for Business Intelligence.
The world changes and the pace of change is geometric. Your critical
business information will need to keep pace with major trends –
these trends are worth watching and definitely worth understanding.
Visual Analytics. We need to understand the use of visual
analytics in our fundraising organizations.
Why Reporting Services? Comparisons of reporting solutions
using PDF, HTML, Stand-Alone Report Writers and SQL Server Reporting
Services. |
| Research |
 |
|
Managing Prospects.
Presentation on using your fundraising
software to effectively manage your prospects. |
| Revenue |
 |
|
Matching Gifts -
Best Fundraising Practices. Presentation with
examples of best
fundraising practices for matching gifts.
Matching Gifts Practices.
Presentation on matching gifts practices with
information from the Matching Gifts Practices Surveys.
Matching
Gifts Survey 2006.
Results.
Print version.
Co-contributor
Amy Phillips.
Matching
Gifts Survey 2007.
Results.
Presentation of the results of the survey.
Co-contributor
Amy Phillips.
Matching
Gifts Survey 2008.
Results.
Podcast
with Brian Dowling and Amy Phillips.
Co-contributor
Amy Phillips.
Matching
Gifts Survey 2009.
Results.
Co-contributor
Amy Phillips.
Matching
Gifts Survey 2010.
Results.
Print Version. Co-contributor
Amy Phillips.
Matching
Gifts Survey 2011.
Results.
Print Version. Co-contributor
Amy Phillips.
Matching
Gifts Survey 2012.
Results.
Print Version. Co-contributor
Amy Phillips.
Matching Gifts Practices
2012. Slides from a webinar on the results
of the largest and most comprehensive matching gifts survey focusing
on the 2012 results.
Soliciting Matching Gifts. The Complexities and Some Tips
and Tricks on Soliciting Matching Gifts. |
| Systems |
 |
|
Folder
Structures.
Good folder structure design is critical to helping you with your
productivity.
(Video)
Fundraisers and Technology. Presentation from a webinar on
the top 10 things that fundraisers should know about technology.
Information Systems and Data Management Practices Advisory Group.
New Software, New Business Models, New Fun.
Upgrades to a flagship suite of software.
Predicting the future.
iPhone Applications for Non Profits.
Site
Visit Checklist. Site visits are
an important component of a system replacement project. The
checklist can be used to help structure these visits so time is
productive.
Vendors Help Us.
It's not easy to source new software. Vendors can
make some simple improvements in how they work with us to help us
make these decisions. |
| Web Sightings |
 |
|
Annual
Report.
Good example of
online annual report. (Video)
Augmented Reality.
What is an example of
augmented reality, and how might this apply to fundraising? (Video)
Challenge.
Good example of a challenge gift at Michigan State University. (Video)
Climbing for Prostate.
Discussion of 3rd party events and web site for a mountain climbing
theme. (Video)
Developing and Implementing an E-Philanthropy Strategy.
Good Giving Pages.
Good example of clarity and simplicity
to reinforce messaging. (Video)
Grind
for Kids. Overview of a good example of social media activities done by BC
Children's Hospital. (Video)
I
Am Fresno State. Good example of integration of various social media
sites and internal site. (Video)
Improving ePhilanthropy.
Presentation
on how to implement a plan and integrate best practices into your
philanthropy strategy.
Class exercise used in presentation
for critiquing an ePhilanthropy plan.
Associated Podcast.
Internet
Strategy.
Podcast on creating a comprehensive Internet strategy.
Join the PawPawty.
Virtual party using
Twitter and other Web 2.0 technology to raise money for animal
welfare. (Video)
Micro Sites and Campaigns.
Example of using a micro site for targeted annual giving.
(Video)
Non Profits and Social Media,
Revised Version.
Revised Again.
Presentation on how
nonprofits are utilizing social media.
Philanthropy Timeline. Why it's a good addition to your web
site. (Video)
Rating Your Web Presence. Comprehensive
checklist for rating your ePhilanthropy presence.
Read the Fine Print Carefully.
How do you need to re-think the “fine print” when you purchase third
party hosted services to build an online community? One often
assumes, especially when having worked with “traditional” software
such as your own CRM or similar that you’ll have some modicum of
control over your data as you build your online community. Nothing
may be further from the truth.
Registering a Domain. Registering
a domain is one of the first steps in establishing your online brand
presence. A domain is your online address that can be used for a
wide variety of purposes - and it's never been easier to register
yours.
Save
Our Scholarships.
The Save Our Scholarships campaign from
Eastern Washington University. (Video)
Search Engine
Wars.
Brief overview discussion on how various search engines perform.
(Video)
Social Networking.
Presentation and
podcast on ways of doing Social Networking and Media
Sharing.
Using New Web Technologies.
Using web technologies for both internal and
external purposes.
Podcast.
Web 2.0, 3.0 and Beyond.
Presentation
and
podcast with examples of what organizations are doing in the
web 2.3, 3.0 and beyond environment.
Presentation on
Web 2.0, 3.0 and Social Networking.
Web Responsibilities.
Presentation on what you need to be responsible for knowing and
doing on the web.
What are you doing with Web 2.0 Survey. |
| Jeffrey D. Driggs, Director, Annual Giving, University of Utah |
|
Jeffrey D. Driggs has been director of Annual Giving at the
University of Utah since 2001. Prior to coming to the U of U, he was
associate director of Communications for LDS Foundation, where he
spent 17 years producing development publications for Brigham Young
University, BYU-Idaho, and BYU-Hawaii. He has bachelor's and
master's degrees in English from Brigham Young University.
Endowed Scholarship Proposal.
Proposal to Increase Annual Giving Staff Size.
What's Your Perspective? Improving your direct mail pieces. |
| Robb Drury, Assistant Vice Chancellor and COO, University Advancement, UC Riverside |
|
Robb
has been Director of Advancement Services at San Jose State and Cal
Poly, San Luis Obispo. Most recently, he was Executive Director of
Advancement Operations at UC Riverside which included Advancement
Services, Research and the Annual Fund. Robb is a member of the Council for Advancement and Support of Education (CASE); the California Advancement Researchers Association (CARA) and the Association for Professional Researchers Association (APRA). He earned a bachelor’s degree in social work from Sacramento State University and a master’s of public administration from San Jose State University.
Information Requests - Output Tracking System -
Overview,
User's Guide.
Sample Forms -
Tracer Card |
| Kimberly A. Ducharme, Assistant Director, The Clark Fund, Clark University |
|
Script -
Credit Card Fulfillment Script |
| Jennifer Dunn, Assistant Director of Development for the Office of Annual Giving, University of California, Irvine |
|
Before
joining the Annual Fund Team at UC Irvine, Jennifer spent four years
with the Telephone Outreach Program at the University of California,
Santa Cruz. During that time she served two years as a caller, one
as a supervisor and another as Program Assistant, managing the call
center and the execution of tele-fundraising efforts for the
university. At UC Irvine, as a member of the University Advancement
team Jennifer primarily serves as the Telephone Outreach Program
Manager overseeing the planning and implementation of restricted and
unrestricted tele-fundraising efforts for the university.
Education - University of California, Santa Cruz, B.S.
Marine Biology.
Employment -
Annual
Fund Caller Survey,
Caller
Survey,
Lead
Caller Survey,
Staff Survey.
Telephone Outreach -
Reasons to Make a Gift,
Summary Reasons. |
|
E |
| Debra Easter, Trademark Licensing Coordinator for Queen’s University |
|
Debra
Easter is the Trademark Licensing Coordinator for Queen’s University
under the Office of the Dean of Student Affairs where she an
Assistant to the Dean. Debra performs all functions of the program,
from interviewing prospective licensees, approving uses, designs and
products, processing applications, executing trademark licenses to
tracking royalty payments. Debra is looking forward to attending her
annual ICLA conference. Queen's University has been a member of
ACLA/ICLA since 1988.
International Collegiate Licensing Association (ICLA) |
| Diane Easter, Director of Annual Giving at Longwood University |
|
Diane
Easter has been Director of Annual Giving at Longwood University
since September 2001. Prior to this position, she worked in annual
giving at the Richmond Symphony in Richmond, Virginia for eight
years. Longwood University is a state-assisted public institution in
Virginia that serves 4,300 undergraduate and graduate students.
Annual Fund Calendar
Athletics
Solicitation Letter,
2,
3,
Field Hockey
Matching Gift
Email
Thank You Postcard |
| Jessica Eaton-Bruce, Systems Manager/Annual Fund Coordinator, Washington International School |
|
Jessica
Eaton-Bruce began her development career at her alma mater, Bentley
College, while she attended school there. She co-managed the Annual
Fund at Hampshire College in Amherst, Mass. prior to moving to the
Washington DC area. She currently works at Washington International
School in the Annual Fund.
Confidentiality Agreement |
| Cheryl Edwards, Associate Director, Columbia Business School |
|
Sample Forms -
Prospect Research Request |
| Rehab El-Kobtan, Assistant Director of Annual Giving, The American University in Cairo, Egypt |
|
I
studied English and Comparative at The American University in Cairo
(AUC). I have been working in educational fundraising for almost one
year now, and feel absolutely proud to be part of an effort that
really does make a difference in something that I have always
believed in: education.
Recruitment Materials
-
Fall Flyer,
Join
Phonathon,
Spring
Poster,
2005 Poster
Year End Appeals
-
Front,
Back |
| John Elbare, MBA, CFP® |
|
John
Elbare, MBA, CFP, founder of Florida Philanthropic Advisors,
LLC, has over 25 years of experience in non-profit management and
fund raising. He has specialized in major and planned gift fund
raising for the last 15 years, serving as a major gift officer and
planned giving director for the University of South Florida, as CEO
for two fund raising foundations, and as a financial planner.
www.pgcoach.com
Investment Policy Checklist |
| Ryan Elliott, Director of Advancement Services, Webster University |
|
Ryan Elliott is the Director of
Advancement Services at
Webster University,
an international university of more than 100,000 alumni and nearly
18,000 students currently pursuing degrees in various disciplines. Ryan’s primary responsibilities include directing the information and records management operations, the gift processing and donor acknowledgment/stewardship functions and the prospect and donor research program. He also assists the Vice President for Development in the general administration of the department, including campaign planning and strategy, the preparation and monitoring of an annual department budget, oversight of department purchasing procedures, and development of departmental policy.
Policies -
Gift Solicitation and Acceptance
Sample Forms -
Gift in Kind |
| Brooke J. Ellis, Annual Giving Officer and Special Events Coordinator, Gonzaga University |
|
E-solicitation -
Commencement,
Holiday Greeting. |
| Kelly Esters, Director of Foundation and Development Services, Western Illinois University Foundation |
|
Job Description
-
Chief Clerk |
|
F |
| Misty Farmer, Development & Alumni Relations Officer for the UAB School of Dentistry |
|
Misty
serves as Development & Alumni Relations Officer for the UAB School
of Dentistry. Prior to that, she held the position of Annual Giving
Coordinator for two years at UAB. She came into her career in higher
education after working for the National Alumni Association for four
years at the University of Alabama in Tuscaloosa, AL.
Job Description -
Leadership Council Roles and Responsibilities,
Council Manual Table of Contents |
| Steven J. Farwick II, Assistant Director of Annual Giving, University of South Carolina |
|
Steven
Farwick II serves as Assistant Director of Annual Giving at the
University of South Carolina and began his tenure managing the
institution’s call center. He currently directs the University’s
first ever young alumni and student philanthropy campaigns as well
as the 50th reunion giving program.
Caller
Evaluations
SPURS is the University of South Carolina’s new student
philanthropy education program and
this
brochure was utilized to help incoming freshman make their
way around campus while learning about philanthropy. |
| Scott Fendley, Principal, SF Consulting |
|
Scott
Fendley is the Principal of SF Consulting. Scott Fendley was
previously a senior associate at Bentz Whaley Flessner, and the Director of Advancement Services at
Wabash College
in Crawfordsville, Indiana, a position he has held since August
2000. Before then, he had worked in the publishing industry as a
financial analyst, project manager, operation manager, and data
integrity manager for various firms in the Indianapolis area. Scott has been active in the Datatel User’s Group, serving on the Benefactor Track Team for the 2004 User Group Conference, and is the Agenda Chair for the Great Lakes User Group Conference in 2004. At the Datatel User Group, he has presented on Prospect Management, Campaign Reporting, Campaign Forecasting, Audit Preparation and Business Office / Advancement Relationships. Scott earned a bachelors degree in Mathematics from Wabash in 1988 and received an MBA from Indiana University in 1996. Scott has also been the PA announcer for the Wabash football and basketball teams.
Corporate Philanthropy.
Final Countdown. Presentation on campaign reporting with
a number of sample reports, charts and graphs.
Gift Acknowledgment Protocol Sample campaign gift
acknowledgement protocol.
Gift Processing: Dotting the I's and Crossing the T's: How to
Improve Efficiency and Accuracy!
It's All Common Work.
Presentation on infusing donor relations throughout your
institution.
Job Description -
Director of Advancement Services
Prospect
Management Before, During and After the Campaign
Rebuilding a Stewardship Program
Samples -
Receipt
Small Shop Services.
Development operations in small shops can have their own sets of
challenges. Presentation on what small shops need to know and
provide.
Stewardship Plan -
A
New Season of Stewardship |
| Derek S. Ferris, Director of Advancement Services, Olivet Nazarene University |
|
Derek S. Ferris, MBA, has
held the position of Director of Advancement Services for 5 years
and has worked in development at Olivet for 11 years. He oversees
gift entry, receipting, and data maintenance and personally produces
all of the fund-raising reports for the institution.
Donor Stewardship Report |
| Gail A. Ferris, Director, Development Systems, US Holocaust Memorial Museum |
|
Matching Gifts Best Practices |
| Holly Harrison Fiala, Vice President of Advancement, Wheat Ridge Ministries |
|
Ms. Holly Harrison Fiala joined Wheat Ridge Ministries in January
2007 as Vice President for Advancement. In this position, she
directs the development functions, including major gifts, planned
giving, donor relations and special events. Harrison Fiala has authored several articles including, "Landmark Churches Preserving a Legacy of Faith and Community," "Conservation of Surplus Schools" and co-authored "Conservation of Urban Religious Properties," which was distributed nationally by the National Trust for Historic Preservation. A member of the Association for Fund Raising Professionals, and serving on the Chicago Chapter Board of AFP Harrison Fiala graduated from Northern Illinois University, DeKalb, Illinois, with a bachelor's degree in education and earned a master's degree in art history from the University of Pittsburgh, Pittsburgh, Pennsylvania. She holds a certificate in non-profit management from the University of Illinois, Champaign, Illinois, and certificates in fund raising planning and major gift development from The Center on Philanthropy at Indiana University, Indianapolis, Indiana.
Count Me In.
Sample form used to helping to encourage board members to give and
engage with the organization. We've been using it for 3 years
and have found we now have 100% participation, not only in annual
giving but in supporting the organization's development in other
areas. We send this out prior to the beginning of the fiscal year
and then send out quarterly reports to the board to give them a
progress report. It's been working well and we have board members
telling about their experience in hosting events, results from
signing end of the year solicitation letters etc. |
| Larry Filler, Partner, Boire Filler Group |
|
Larry
is a partner with the Boire Filler Group, a company he co founded in
1999 that provides data mining, database analytics and consulting
services to organizations that are looking to enhance their
marketing strategies and improve organizational profits. Larry has
more than 17 years of relationship and database marketing
experience. During this time he has developed the ability to bridge
the gap between complex and mathematical data mining techniques and
the need to build more effective marketing/business solutions
Practical Side of List Management |
| James Finkler, Annual Giving Officer, Pennsylvania College of Technology |
|
Jim
Finkler is the first Annual Giving Officer at Pennsylvania College
of Technology in Williamsport, PA, Pennsylvania's premier technical
college and an affiliate of Penn State University. Jim joined the
Institutional Advancement Office in January 2001, after nearly 5
years as an admissions representative at Penn College, and nearly 11
years as a radio news reporter/anchor. He manages all annual giving
programs at Penn College, which also counts as alumni the graduates
of predecessor institutions Williamsport Technical Institute
(1941-1965) and Williamsport Area Community College (1965-1989);
serves as information coordinator for the Institutional Advancement
Office; and assists the Alumni Relations Office by conducting the
national/international search for about 10,000 lost alumni of
Williamsport Technical Institute.
Sample Forms -
Faculty Staff Gift Form,
Pledge Card
Samples -
Faculty Staff Solicitation,
Teaser Email 1,
2,
3,
Faculty Staff Renewal Letter,
Friend Annual
Fund Letter, Scholarship Appeal, Faculty Staff New Employees Letter |
| Jason Fisher, Senior Counsel, Advancement Solutions Consulting, A Division of RuffaloCODY |
|
Phonathon in the Age of Economic Turbulence |
| Linda H. Fleit, President, EDUTECH International |
|
Linda H. Fleit is the President of
EDUTECH International, a management and technology
consulting firm for colleges and universities, a position she has
held since 1985. She has been in the field of higher education
computing since 1970, having held positions at Tufts University,
Boston College, the Harvard Business School, and the University of
Hartford. In addition to her extensive consulting, Mrs. Fleit publishes, edits, and does a major portion of the writing for The EDUTECH REPORT, a monthly newsletter read by thousands of higher education faculty and administrators all over the world.
Institutional Resource Assessment - Assessing an
institution’s information technology resources is increasingly
necessary. |
| Lisa B. Fort, Director of Alumni Affairs, Brevard College |
|
Alumni
event flow checklist,
Event
Response Card,
Follow Up
Event Letter. |
| John Foster, Development Officer - Phone, UBC Annual Giving, University of British Columbia |
|
John
has worked with the UBC Annual Giving Phone Programs since December
2005. For more than 10 years John has been involved in non-profits
with roles ranging from development coordinator to executive
director. He has also held consulting positions with private sector
firms supplying integrated non-profit solutions dealing with mobile
payment solutions (www.auctionzoom.ca),
high efficiency credit card processing, web and email solutions and
donor databases and has worked with over 100 organizations to help
them improve efficiency and accuracy in their fundraising efforts.
Employment - Telefund -
Training Schedule,
Ask Ladder Exercise,
Fund Description Exercise,
Rapport Building Exercise
Employment - Telefund -
Scheduling Calling Shifts |
| Linda S Freed, Director of Grants and Faculty Development, University of Wisconsin, Oshkosh |
|
Linda
Freed, Director of Grants & Faculty Development, University of
Wisconsin, Oshkosh, has worked in university research and grants
administration for nearly 20 years.
Sample Forms -
Foundation Checklist |
| Steve Frick, Program Coordinator, University of Georgia |
|
Steve Frick has been a Program Coordinator for the University of
Georgia's Advancement Research Department for three years, and he
has been responsible for UGA's peer screening effort for the past
two years. His other areas of focus are currently prospect
identification and research. Steve is also the Treasurer for the Georgia Chapter of the Association of Professional Researchers for Advancement.
Screening for Gold in Two Different Mines |
| Pam Fronko, Director of Publications & Information Services, West Virginia University Foundation |
|
Planning -
Campaign Communications Plan |
| Dana Futrell, Director, President Inner Circle, Trinity University |
|
Sample Forms -
Contact Report |
|
| Susana Gajic-Bruyea, Executive Director of Advancement Services, University Relations, University of California, Merced |
Susana
is the Executive Director
of Advancement
Services, University Relations at the University of California,
Merced. Prior to moving to California, she was responsible for data quality and integrity for more than six
hundred thousand records in the Development Information System at
the university of Toronto. She
managed a team of professionals and data specialists responsible for
implementing the divisional strategy of accurate, reliable and
available information. Susana was also a project leader for systems
related development. An experienced records manager, she created
and implemented numerous electronic and hard copy records management
systems for Canada's largest Advancement and Affinity programs.
Data Essentials 360 - The Value of Having Good Data to
Support Your Revenue Generating Programs.
Job Descriptions -
Director, Annual Giving Programs,
Manager, Gifts and Database Administration,
Prospect Research Specialist
Sample
File Plan.
Sample File Retention and Disposition Schedule
Survey -
Contactable Rates,
Survey ResultsSurvey on how your contactable rates for constituents compare with other organizations. |
| Debra Garrington, Annual Fund Manager, The Evergreen State College |
|
Debbie has worked for 18 years in Development for
Evergreen State
College, and says "The best part of my job is working with
phonathon students to raise scholarship dollars!"
Caller
Interview Questions |
| Wendy L. Gasparri, Director of Advancement Services, Rollins College |
|
Job Description -
Acknowledgement Coordinator
Policies -
Confidentiality Policy and Agreement,
Policy for Advancement Security |
| Gretchen Gilliland, Assistant Director of the Annual Fund for the University of the Sciences in Philadelphia |
|
Samples -
Library Mailer to Parents,
Library Reply Card |
| Heidi Gillis, Assistant Director of Research & Operations Greater Los Angeles Zoo Association |
|
Survey -
Research's Placement in the Organization Results were compiled list through the beneficence of research colleagues on the PRSPCT-L listserv.
Sample Forms -
Prospect Research Request |
| Jacquelyn Glasener, Executive Director of the Fresno State Alumni Association |
|
Jacquelyn K. Glasener has served as the Executive Director of the Fresno State Alumni Association since 1997. Previously, she was Director of the Annual Fund and a Consultant for annual and capital campaigns with IDC of Henderson, Nevada. She has more than 13 years of experience in advancement.
Alumni Chapters Handbook
Job DescriptionsAdministrative Support Assistant Board of Directors Good Faith Guidelines Director of Alumni Marketing and Membership |
| Darlene Gooch, Assistant Director, Mail Programs, University of North Carolina |
|
I've
been working in the Annual Fund for UNC-Chapel Hill for about 4.5
years. Prior to that I worked in the Department of Stewardship for 2
years which is when I began working in Development.
Samples - Athletics Direct Mail -
Field Hockey,
Lacrosse,
Soccer,
Women's Golf |
| Julie D. Goodlick '81, M.S. '85 Senior Assistant Director, Alumni Relations Illinois State University - Normal |
|
E-mail Policy - Policy for mass e-mails to Alumni, Friends &
Donors.
E-mail Preferences - Survey results for alumni email
preferences.
E-newsletter
Plan - Plan for mailing e-newsletter. |
| John R. Glover, Director of Annual Giving Programs/Development Officer for Reiman Gardens, Iowa State University Foundation |
|
Job Description -
Program Manager - Phone Center. |
|
| Kate Goldberg, Director of Advancement Services, Washington College |
|
I
have worked at Washington College since 2002, originally as the
Computer HelpDesk manager and most recently in my current position
in Development and Alumni Relations. We have been using Benefactor
since 1996 we are currently working on updating our policies and
procedures. We are trying to improve our project planning techniques
and use the Cyclical Calendar to plan our upcoming projects.
Planning -
Cyclical Planning Calendar
Sample Forms -
Gift
Processing Form |
| Allison Grass, Assistant Director of Annual Giving, Eastern Washington University. |
|
Allison
Grass is the Assistant Director of Annual Giving for Eastern
Washington University. She currently oversees the Phonathon, Senior
Class Gift, and Parents Fund and has prior experience with direct
mailings. It’s a great day to be an Eagle!
Parents -
Current Parent Letter Cover,
Current Parent Letter,
Past Parent Letter
Scripts -
Reminder,
Thank You
Senior Class -
Diploma Stuffer |
| Travis N. Gray, Senior Director of Annual Programs and Community Colleges, University of Hawaii |
|
Email
Confirmation |
| Allison Grebe, Director of the Annual Fund, The Ethel Walker School |
|
Allison
Grebe is the director of the annual fund at The Ethel Walker School,
an independent day and boarding school for girls in grades 6-12 in
Simsbury, CT. In addition to overseeing the Annual Fund, she is
responsible for leadership giving, reunion class giving, and the
Alumnae Board. She began her career at her alma mater, Susquehanna University, where she was in charge of the student phonathon, worked with alumni and parent fundraising volunteers (including training), coordinated Family Weekend, and played a role in the capital campaign. She also spent a couple of years at The University of Connecticut Foundation, Inc. working with reunion alumni and direct mail related to alumni, parent, and faculty/staff solicitations.
Samples -
Faculty Staff FAQ,
Thank you Postcard |
| Adrianne Greenlees, Director of Development for The Calverton School |
|
Adrianne
Greenlees serves as the Director of Development for
The
Calverton School, a Pre-K through grade twelve independent
school in Southern Maryland. Prior to joining Calverton, she served
as the Vice President for Development for The
Worldwatch
Institute in Washington, D.C. She began her development career
directing the fund raising, marketing and public relations for the
Battleship
Missouri Memorial in Pearl Harbor, Hawaii.
Combined Annual Fund and Capital Ask -
Direct Mail Letter |
| Sara A. Groh, '99 B.S., '01 M.Ed., Coordinator for the Annual Fund, University of West Florida |
|
Sara
Groh is the coordinator for `annual giving at the University of West
Florida. Sara is responsible for coordinating all gifts under
$10,000 as well as the UWF Nautilus Society and Phonathon.
Sample Forms -
Tally Sheet
Samples -
Thank You
Postcard |
| Lea Ann Gross, Coordinator of Stewardship Services for University of Illinois Foundation |
|
Confidentiality Agreement |
| Jodi Gup, Senior Director, Parent Giving Program, Emory University |
|
Letters -
Freshman Parents Solicitation Letter
Sample Forms -
Parents Contact Report Parent Council
Invitation to
Join
RSVP Form
Parent Council Responsibilities
Parents Results Report |
| Aditi Gupta '03, Web Developer, Advancement Information Management, University of California Irvine |
|
E-solicitation -
University of California, Irvine, Anniversary |
| Eric P. Gustafson, Director of the Annual Fund and Associate Director of Major Gifts, Muskingum College |
|
Eric
P. Gustafson is Director of the Annual Fund and Associate Director
of Major Gifts at Muskingum College, New Concord, Ohio. He was
previously Director of Alumni and College Relations at Anna Maria
College, Paxton, Mass.
Samples -
Vendor Appeal Letter |
|
H |
|
| Steve Hafner |
|
Upon
graduation from George Mason University in 1991, Steve became
involved in the non-profit industry. Working with Higher Education
Publications, Inc., he developed what would become the definitive
database on corporate matching gift policies, GiftPlus. Steve
founded
HEP Development Services in 1996.
Best Practices:
Compliance with the CAN-SPAM Act |
|
Jennifer Moriarty Hagen, Director of the Annual Fund, Mary Baldwin College |
|
E-solicitations -
Amazing,
Holiday
Greeting,
Imagine. |
| Rendi Hahn, Director of Annual Giving, Abilene Christian University |
|
Rendi
serves as Director of Annual Giving at Abilene Christian University.
Her primary responsibility is to provide oversight and direction for
all annual giving programs (mail, phone, email) and personal
solicitations by annual giving officers.
She began
her service at ACU in 2003.
E-solicitation.
Thank
You.
Email sent to direct people to the e-solicitation.
Email Thank
You (Joint credit on this to RuffaloCody)
Job Description -
Class Agent
Valentine
Card
Valentine
Response
Valentine
Solicitation Cost Analysis |
|
| Courtney Hankins, Assistant Director, The St. Edward's Fund, St. Edwards University |
|
Caller Training |
| Mark Hanlon, Development Officer, Annual Fund, Memorial University of Newfoundland |
|
I
am currently a development officer for annual giving at Memorial
University of Newfoundland in ST. John’s, Newfoundland and Labrador,
Canada. I run both our telefund and direct mail campaigns, as well
as our friends and international alumni appeal. I have a Bachelor of
Arts from Memorial University and will be pursuing an MBA very soon.
Employment -
Caller Evaluation Form
Samples -
90 Day Pledge Reminder,
Lybunt
Letter. |
| Scott Harris, Annual Giving Coordinator, Wilfred Laurier University |
|
Hiring and Evaluation -
Caller
Evaluation,
Interview Package for Potential Callers
Training -
Mock
Phone Calls,
Mock
Phone Calls_2 |
| Christopher J. Harvey, Assistant Director, Colonnade Society, University of Maryland, College Park |
|
Currently the Assistant Director of the
Colonnade
Society at the
University of Maryland,
Chris has over 6 years of experience in higher education annual
giving solicitation. He has spent the last year personally
soliciting gifts for Maryland's leadership giving society.
Mid
Range Donors. The Annual Fund's role in increasing donor
value and bridging the gap to major gifts. |
| Jonathon L. Hawkins, Executive Director for Development & Alumni Relations, Cumberland University |
|
|
| David W Hazeltine, V.P., Fundraising, DMW Direct Fundraising |
DMW
Direct Fundraising has been providing results-driven direct response
fundraising and marketing services since 1968. We partner with
development, membership and marketing professionals at nonprofit
organizations nationally – to help them achieve their goals, through
consulting & strategy, creative, data & decision support,
production, and fulfillment services.
Direct Mail Case Studies -
New Member Acquisition,
Label
Pin Appeal,
Magnet Appeal,
Southern
Methodist University,
University of
Denver.
Engaging
Alumni - The Return of Marketing to Fundraising. Engaging Alumni with Premiums
and Other Tested Strategies
Evolving Direct Mail. Is your
direct mail program evolving - this is not your father's #10
envelope.
Five
Lessons Learned From
Higher Education Fundraising
Improve Your Direct Mail ROI
Samples -
Angelo State University Young Alumni Postcard, Ithaca
College:
Pre-Phonathon Postcard,
Young Alumni Challenge Buckslip Insert.
So,
You Think Your Direct Mail is Personalized?
The Value of Outsourcing Production
20
Great Ideas to Generate Giving from Parents, Grandparents and
Families
Variable-Data Printing - Variable-Data Printing Gives
Personalization a Whole New Meaning |
| Pauline Urbano Hechler, Director of Development, St. Gregory College Preparatory School |
|
Job Description -
Development Committee. |
| John Heckbert, Development Analyst Annual Giving, University of Waterloo |
John
Heckbert is a graduate of the University of Waterloo from the
philosophy program in 2004. While attending University he also
worked as a evening supervisor and in administrative support for the
student fundraising program. As an analyst within annual giving he
manages projections, strategic planning initiatives and the parents
campaign.
E-solicitations -
Library,
Thank
you to Donors.
E-solicitations -
Faculty of Applied Health Sciences,
Faculty of Arts,
Faculty of Engineering,
Department of Mathematics,
Renison College,
St. Jerome's University,
St. Paul's College. |
| Howard Heevner, Director of Annual Giving, Pennsylvania State University |
|
Howard
is currently the Director of Annual Giving for Pennsylvania State
University. Howard worked at DePaul University on solicitation strategy for all gifts less then $10,000. He was also over Faculty/Staff Giving, Presidents Club, and Corporate In-house Campaign programs. His area was also charged with implementing reunion giving program, student giving program, and parents giving program. Howard has previously worked with the University of Iowa Foundation and University of Michigan in a similar capacity. He has also had the opportunity to work as a Telemarketing consultant with Bob Burdenski. In the past three years, Howard has spoken at several conferences on a variety of topics."
Selling the Annual Fund Investment to Decision Makers
Student
Caller Supervision. Keys to the successful supervision of
students. |
| Alan S. Hejnal, Director of Advancement Services, University of Richmond |
|
Alan
S. Hejnal
discovered the exciting world of advancement services at The
Claremont Graduate School (now Claremont Graduate University),
becoming the director of prospect management and research. For the
last fifteen years he's gone back and forth between being the person
in fundraising departments who deals with technical things and the
person in information services departments who talks to end users,
at Sacred Heart University, DePaul University, Marquette
University and Gettysburg College.
Along the way, he has worked with a number of fund-raising software
systems, and has managed the implementation of fundraising software
systems at two different institutions. He serves as an at-large
member of the Product Advisory Group, a standing committee of the
SunGard BSR User's Group. Alan has a bachelor's degree from Hobart
College and master's degrees from The University of Michigan and
from Claremont School of Theology.
Blog
-
One Gift "from Multiple Donors". CASE Alumni and Donor Records Workshops
Standards and Conventions - Names and Addresses,
Standards and Conventions -
Everything Else,Proactive vs. Reactive: Do you have the time? CASE Gift Processing Workshops
I.R.S.
and the Processing of Gifts,
Should I accept this and how much is it worth?,
What Counts.
Non-Cash Gift Terminology. A clearer understanding.
What Do We Mean by 'Annual Fund'? |
| Mary M. Heller, Development Officer - Research, University of Missouri in St. Louis |
|
Sample Forms -
Prospect Research Request |
| Shelley Henry, Director of Stewardship and Recognition, Mayo Foundation |
|
At the fund-raising arm of Mayo Clinic,
Shelley administers the stewardship and recognition program for
Mayo's leadership benefactors. She strives to provide strategic
customized solutions while maintaining a programmatic approach for
efficiency.
Stewardship -
Million Dollar Donors |
| John Hermans, Manager of Advancement Research in the Division of University Advancement, University of Toronto |
|
John Hermans (M.I.St.) has worked in prospect research since 1997. He is currently Manager of Advancement Research in the Division of University Advancement, University of Toronto.
Prospect Research Fundamentals |
| Kelli Hills, Assistant Director, Annual Giving, Eastern Washington University |
|
Kelli
Hills graduated from Central Washington University in 1995 with a BA
in Leisure Services. She has worked at Eastern Washington University
since 2007, as part of the Alumni Advancement team, overseeing the
Telefund, the Pass Through the Pillars Brick Campaign and assisting
with alumni events. Kelli also has a MS in Communications from EWU.
Pledge Confirmation Email
Request from Donor to Send More Information Email |
| James W. Hofbauer, Assistant Program Manager, Kent State University |
|
Caller Newsletter |
| Donna Ancypa Holmes, Assistant Director, The Oberlin Fund, Oberlin College |
|
Donna Ancypa Holmes is an Assistant Director for The Oberlin Fund,
Oberlin College's
annual giving program. She coordinates 25th reunion giving and
direct mail appeals, and is the annual fund's principal development
writer. In addition to being a 1991 graduate of Oberlin, she holds a
certificate in nonprofit management from George Mason University in
Virginia.
Annual Fund Advertisements -
Music,
Science
Alumni
Giving Survey.
Job Description -
Class Agent.
Reunion Guide - Good guide for staff and volunteers calling for reunion
programs. |
| John Hostler Consultant, Grant Park Group |
|
John
was the executive director of advancement services at Columbia
College Chicago, the country's largest and most diverse private arts
and communications college, where he is currently spearheading a
transformation of advancement services, research, and
interdepartmental knowledge-sharing functions. Previous to Columbia John worked at St. Bonaventure University where, as senior director of prospect research and advancement services, he rebuilt advancement support operations and led a large-scale database conversion. Prior to St. Bonaventure, John managed advancement and research support services at Jane Addams Hull House Association as director of development operations. His previous experience included development work in community radio as well as marketing and project management roles in the corporate sector. John holds an MBA from the University of Missouri-Columbia, and has completed class work toward a master’s degree in journalism at Indiana University.
Critical Issues in Development. Despite
fundraisers’ cautious optimism, economic concerns and flat growth in
gift making continue to cloud the philanthropic landscape. This
stagnation presents monumental challenges to an industry grappling
with accelerating change in constituent behaviour, information
technology, and business practices. Over the next three to five
years, strategies, tactics, and characteristics discussed herein
will increasingly define and undergird successful nonprofit
organizations.
Succeeding Without Consultants -
Presentation,
Notes
The Role of Prospect Research in a Knowledge Management Environment
-
Presentation,
Notes
Transforming Advancement Services through Knowledge Management -
Presentation,
Notes |
| Shanay Heurta, Assistant Director of Alumni Relations, Illinois State University |
|
Shanay
worked to create a comprehensive “how-to” guide to assist alumni in
planning reunions. This resource is intended to alleviate some of
the time staff has used in the past in helping with reunion
coordinating as we move to a volunteer driven, staff supported
approach in alumni work.
Reunion Planning Guide |
| Sarah Hull, Director of Research, Foundation of UMDNJ |
|
Sarah
Hull is the director of research at the
Foundation of UMDNJ (a division of the New Jersey Health
Foundation). Prior to development, she worked as a librarian and
archivist at higher education and health-science institutions in New
Jersey and Massachusetts. Sarah holds an MA in medieval studies from
Fordham University and an MS in library and information science from
Simmons College.
Power Tools -
Good comparison of different research tools. Both a
PDF
and an
Excel
version. |
| Steven Hupp, Manager of Donor Research and Records for the Chicago Botanic Garden |
|
Steven
Hupp is Manager of Donor Research and Records for the Chicago
Botanic Garden. He was also Editor of Prospect Research Blog, the first blog devoted to Prospect
Research and Fund Raising. He has been a researcher for fourteen
years. His past employers have included Northwestern Memorial
Hospital and Illinois Institute of Technology.
Blogs
- Blogs, Feeds, Trackbacks, Pings. Improve your knowledge about
blogs.
Blogs
- Additional Resources.
Google and Beyond
- Making the Most of Search Engines for
Prospect Research
Google and Beyond - Additional Resources
Rules of Thumb for Prospect Research |
|
I |
|
J |
| Leigh Ann M. Jacobson, Assistant Director of Development, College Misericordia |
|
Leigh Ann M. Jacobson, M.A.E. is the Assistant Director of
Development at
College
Misericordia.
Job Description
-
Class Agent
Phone
Application Form |
| Steven G. Jacobson, President and CEO of Jacobson Consulting Applications, Inc. |
|
As
a technology consulting firm, serving the non-profit community,
Jacobson Consulting Applications, Inc provides both advice and
assistance for the efficient implementation of fundraising software.
At JCA, our goal is to educate the non-profit community on technical
matters so their back office functions can work efficiently, which
leaves more time for the development office to focus on meeting and
achieving their goals. To achieve that goal we offer many consulting
services that streamline the operations of development departments,
including code cleanup and restructuring, training, report writing,
policies and procedures manuals development, systems integration and
middleware development, as well as general consulting.
Finding and Fixing Your Top 10 Gift Processing Problems |
| Scott Jahnke, Assistant Director - Class Giving, The Massachusetts Institute of Technology |
|
Scott
Jahnke graduated from the University of Toronto in 2003 with a H.B.A.
in History and Political Science. After completing the 2003/2004
McGill/University of Toronto Fellowship in Advancement, Scott was
hired as a Telefund Coordinator where he helped to transform
University’s of Toronto’s calling program from a 15 station manual
calling setup to a fully automated RuffaloCody site with 60
stations. In September 2005 Scott accepted a position at the
Massachusetts Institute of Technology where he is currently employed
as an Assistant Director working with MIT’s young alumni.
Scripts -
How to Increase Your Credit Card Gifts |
| Duane Jasper, President, RuffaloCODY |
|
The
Value of Collecting Email Addresses |
| Faye Jennings, Telephone Campaign Manager, The University of Warwick, Coventry |
|
I
am the Telephone Campaign Manager at the University of Warwick and I
have worked here since March 2002. Our
Student Calling team now includes three Shift Managers, three Shift
Supervisors, two Administrators and 75 Student Callers! We have
recently surpassed the £2 million mark for donations pledged via the
telephone campaign since 1997. Please visit the Giving
to Warwick website for more information:
www.warwick.ac.uk/giving.
Caller Incentives -
Daily,
Weekly
Job Descriptions - Telemarketing -
Shift Manager,
Shift Supervisor,
Student Caller
Incentive Request Letter
Supervisor Feedback Form
Telemarketing Hiring - Ads and Flyers & Promotional -
Advertisement,
Flyer,
Poster.
Caller Application Form,
T-Shirts |
| Libby Jensen, Director of Alumni & Donor Relations at Northern Essex Community College |
|
Libby
Jensen is the Director of Alumni & Donor Relations at Northern Essex
Community College in Haverhill, MA.
Script -
Alumni
Prospects |
| Sandy Johnson, Director of Development Research, Iowa State University Foundation |
|
Screening for Gold in Two Different Mines |
| James Johannesson, Director, Admin & System at the University of Saskatchewan |
|
James
Johannesson is the Director, Admin & System at the University of
Saskatchewan. He has been working in advancement for a number of
years, with a background in information management, business
analysis and database administration.
GIS and Data Mining - An Experiment With Results (We Hope!) |
| Christopher M. Johnston, Executive Director, Office of Principal Gifts, University of California Irvine |
|
Chris Johnston
currently serves as the Executive Director of Development for the
University of
California Irvine's
Office of Principal Gifts. He formerly also served as UCI's Director
for the Office of Gift and Trust Administration overseeing all gifts
and bio administration, gift agreements, University Advancement
policies and procedures, and trusts administration for the
university.
Sample Gift Agreement |
| Lenore Junker, Manager of Alumni Relations, Golden Gate University |
|
Lenore
Junker, a certified PMP, has worked in higher education for over 13
years. Junker currently manages alumni relations for Golden Gate
University, a professional university offering undergraduate and
advanced degrees in tax, business and law since 1901 in San
Francisco. GGU has 60,000 alumni.
Alumni Association By-Laws |
|
K |
| Enna Kaplun, Relationship Manager - Affinity Markets, Manulife Financial |
|
Enna
Kaplun has over 12 years' experience in the direct marketing of
insurance products. During this period Enna has acted in a marketing
management and business development role and her responsibilities
have covered the full range of products offered by Affinity Markets,
Manulife Financial. Enna is responsible for the management of the
alumni account portfolio that includes 36 alumni partners
Practical Side of List Management |
| Anthony D. Kapp, Director of Alumni Relations Allen-Stevenson School |
|
Reunion Planning Guide.
Reunion planning guide from the Allen-Stevenson
School which was created to strengthen class reunion efforts and
increase volunteer engagement. |
| Brenda Kappel, Annual Giving Manager in The Foundation of Children's Hospitals and Clinics of Minnesota |
|
Brenda
Kappel is the Annual Giving Manager in The Foundation of Children's
Hospitals and Clinics of Minnesota. Children's is located in
Minneapolis/St Paul, Minnesota, and is a pediatric resource for the
state and region. It is the 8th largest pediatric health care system
in the U.S.
Policies -
Cause Related Marketing Guidelines |
| Michelle Kavanaugh, Associate Director, Annual Giving, Transylvania University |
|
Objections -
Questions and Comebacks |
| Josh Kee, Annual Fund Coordinator at Southern Arkansas University Foundation |
|
Josh
Kee is the Annual Fund Coordinator at Southern Arkansas University
Foundation. He has been in Annual Fund work for over a year. He
oversees all direct mail pieces and phone campaign.
Athletics Appeals -
Basketball,
Football,
Volleyball |
| Richard Kellar, Manager, Strategic Research and Data Analysis, University of Toronto |
|
Richard
Kellar, Manager of Strategic Research and Data Analysis for the
Division of University Advancement - University of Toronto, has over
15 years experience as a researcher concentrating on data mining,
geodemographic analysis, database marketing and custom research
projects for the vast majority of Canada’s leading retail and
financial services corporations. Richard is a graduate of Ryerson
University’s Applied Geography Program.
E-Analysis Example of using data mining and geo-demographic analysis techniques for e-news and other mass emailing. Contains combinations of data from mass emailing program, entity demographics and data enhancements. |
| Dave Kelly, Director of Development, Ave Maria School of Law |
|
Handbook for Class Managers and Class Whips
Sample Forms -
Annual
Fund Contact Form, |
| Mary Kay Kidwell, Director of Prospect Development, Berea College |
|
Sample Forms -
Prospect Research Request,
Research Request Guidelines |
| Kennedy Kipps, Director of Communications of the College and Graduate School of Arts and Sciences, University of Virginia |
|
As
the chief public relations strategist for Arts & Sciences at the
University of Virginia, Kennedy Kipps manages a team of editorial
and Web professionals who produce the school’s quarterly alumni
magazine, two online periodicals, numerous administrative and
marketing Web sites, and a host of development publications. From
2004-2006, he also directed an institution-wide planning effort to
identify and deploy the optimal array of online products and
services to engage alumni in the life of the University.
Kennedy's Web site.
Presentations on Elements of Online Strategies:
Once
Is Not Enough,
Power of e-Fundraising,
Additional
Handout,
Powerful Ideas. Powerful Language,
Reading Between The Lines. |
| Jim Klasinski, Director of Prospect Management and Research at Rockhurst University |
|
Jim
Klasinski is currently Director of Prospect Management and Research
at Rockhurst University in Kansas City, Missouri. He has worked in
prospect research at Rockhurst for the past nine years. Jim has
nearly 20 years experience in fundraising.
Sample Forms -
Prospect Research Request |
| Maureen Kloker, Data Base Manager Alumni Development, Carroll College |
|
Policies -
Endowed Scholarship,
Scholarship Grant. |
| Marie Kohl, Mohawk Valley Community College |
|
Joint
contributors. Frederic Barns, Marie Kohl and Dave Mathis.
25 Things Alumni
Can Do to Help |
| Valdis Krebs, Management Consultant, Orgnet |
|
Valdis
is a management consultant and the developer of InFlow, software for
social network analysis. InFlow maps and measures knowledge
exchange, information flow, emergent communities, networks of
alliances and other networks within and between groups. This
technique allows us to map and measure what was once invisible.
Building Sustainable Communities through Network Building |
| Jennifer Krouse, Development Officer, Annual Fund, Williams College |
|
Jennifer
Krouse, Development Officer, has served Williams College since March
of 2003 as a member of the Annual Giving team. At Williams, she
manages a section of 250 volunteer fundraisers now known as the 2nd
Decade Brigade. Before joining the Williams staff, she worked as a
motion picture editor in Hollywood, where she became a student of
human nature and the fine art of outreach.
Reunion Giving Period - Reunion giving analysis. |
| Megan Elizabeth Kula, Megan Elizabeth Kula, '01, Assistant Director, Annual Funds, Hood College |
|
Donor Card |
| Vipin Kumar, Michael Steinbach, Pang-Ning Tan |
|
Vipin
Kumar, University of Minnesota Michael Steinbach, University of Minnesota Pang-Ning Tan, Michigan State University  A
series of slides for instructors using the book
Introduction to Data Mining
Chapter 1 -
Introduction
Chapter 2 -
Data
Chapter 3 -
Exploring Data
Chapter 4 -
Classification: Basic Concepts, Decision Trees, and Model Evaluation
Chapter 5 -
Classification: Alternative Techniques
Chapter 6 -
Association Analysis: Basic Concepts and Algorithms
Chapter 7 -
Association Rules: Advanced Concepts and Algorithms
Chapter 8 -
Cluster Analysis: Basic Concepts and Algorithms
Chapter 9 -
Cluster Analysis: Advanced Concepts and Algorithms
Chapter 10 -
Anomaly Detection |
|
L |
| Brian Lacy, Senior Vice President, HEP Development Services |
|
Brian
Lacy began his development career at the University of Toronto 16
years ago as the first full time call center manager. He first
became a Director of Annual Giving in his next position at Trent
University. Brian then moved to the US and enjoy success as Director
of Annual Giving at St. Francis University in PA, Kent State
University, and finally the University of Connecticut. After three
years at UConn he agreed to join HEP Development Services which is a
very respected vendor in the wealth screening, data cleansing, and
matching gift areas. Since joining HEP full time more than 3 years
ago, Brian has worked with more than one thousand non-profit from
colleges and universities to hospitals, hospices, food kitchens,
fraternities and more. Brian continues to present occasionally,
attend about a dozen conferences annually, and maintain several
annual giving consulting clients.
Meeting of the Minds - Best Practices for Acquiring More
Matching Gifts |
| Liz Landry, Director of Advancement Services, University of Louisiana at Lafayette |
|
Liz
Landry is the director of advancement services at the University of
Louisiana at Lafayette and a 1981 graduate of the university. She is
responsible for the staff and budgets in the areas of gift and
pledge processing, matching gifts, prospect research, and database
administration. She is also charged with developing and executing
strategies for information services to and communication with the
university advancement area and other university constituencies.
Horses, Software and Bad Art
- Booking Non-Cash Gifts and
Giving Credit where Credit is Due |
| Emily H. Lane, Assistant Director of Special and Annual Giving, Radford University |
|
Staying Connected - Presentation made to the senior class
leadership seeking their involvement. |
| Paul Lanning, Director of Corporate and Foundation Relations, University of the Pacific |
|
Paul
Lanning is Director of Corporate and Foundation Relations at
University of the Pacific in Stockton, California. He is a graduate
of both the University of California, San Diego (B.A.) and the
University of Massachusetts, Amherst (M.S.) and has 15 years of
experience in fundraising, marketing and business development in
both the non-profit and for-profit sectors.
Policies -
Corporate Foundation Fundraising Guidelines,
Prospect
Management |
| Lori Lasansky, Associate Director of Information Technology, University of Iowa Foundation |
|
Lori Lasansky is Associate Director of Information Technology at the
University of Iowa Foundation. Prior to working at the UI
Foundation, Lori was Interim CEO and Vice President of Product
Development at Ascend Technologies, Inc. Lori holds a BBA in
Management Information Systems and a BA in Computer Science from the
University of Iowa.
Crystal Reports Some tips and tricks when using Crystal
Reports. |
| Karen Latora, Director, Advancement Services, UC Davis |
|
Best Practices in Partnership - Annual Giving and
Advancement Services
Data Integrity Schedule - Best times to schedule data
integrity procedures.
Job Description -
Senior Manager of Gift and Data Services |
| Leisha LeCouvie, Associate Director, Alumni Affinity and Volunteer Relations at McGill University |
|
Leisha
LeCouvie has worked in alumni relations for many years, starting
first at Trent University in Peterborough, then at Concordia
University in Montreal. Leisha has held several positions in alumni
affairs over the years, including special events coordinator and
affinity manager. Leisha is currently Associate Director, Alumni Affinity and Volunteer Relations at McGill University. Areas working with her include: affinity and travel programs, market research, student programs, volunteer recruitment and board management.
Building Affinity through Affinity |
| Tony Lee Office of annual Giving, Florida Atlantic University |
|
Annual Giving Ad -
One Click, One Minute, One Student |
| Annette Levitt Assistant Director, Alumni Relations Illinois State University - Normal |
|
Web Promotion Plan for Alumni Magazine |
| John Ley, Director of Information Services, Southern Methodist University |
|
John
Ley has been at SMU since 1993 and is currently serving as the
director of information services in the Development and External
Affairs division. After many years he became one of SMU’s recent
graduates earning his bachelor degree in social science
(psychology/philosophy). Prior to that he served as project lead for
the IMPACT Project, the PeopleSoft Advancement Implementation at
SMU. Previously, John served as the manager of gift accounting &
campaign reporting in the Office of Development. John has served on the faculty at CASE’s Summer Institutes, the Annual Senior Conferences, and the Matching Gifts Symposium chairing the Annual Senior Meeting for four consecutive years. He has also been published in CASE CURRENTS and the CASE book, Advancement Services.
Doing More With Less!
Finding Lost Alums - Putting together the Puzzle
Neither
IRS nor CRA are 4-Letter Words,
Version Presented at the CASE Gift Processing Workshop
Technology CAN be Our Friend |
| Richard Lim, Vice President, Affinity Market Group, at Meloche Monnex |
|
Richard
Lim is Vice President, Affinity Market Group, at Meloche Monnex. He
graduated from Sir George Williams University (now Concordia
University) with a Bachelor of Commerce degree (major in
accounting). Richard is also a Certified General Accountant and has
successfully participated in the Executive Development Program, at
Queen’s University in Kingston. He is a Trustee of the Education
Foundation of CPAC.
Richard started his career as an internal auditor with a large life
insurance company in Canada. He later worked for a major trust
company as Computer Auditor. He was the Controller and Treasurer for
an advertising company and subsequently the Division Controller of a
publicly traded international manufacturing company. Richard joined Meloche Monnex in 1982 and has held various positions in finance, administration, human resources, and systems management. In his current position as Vice President, Affinity Market Group, he is responsible for corporate client relations, public relations, and business development in Ontario
Maintaining a Successful Long Term Partnership |
| Jeffrey A. Lindauer, Executive Director, Office of Special Gifts & Annual Giving Programs at IU Foundation |
|
In this capacity, he oversees all areas of Special Gifts and Annual
Giving Programs, including the IU Annual Fund, Class Campaigns,
Parents Fund, Well House Society, Young Alumni Programs and other
campaigns as they arise.
Jeff has spent his entire 10+ career working with Indiana University
rising from the calling floor as a student to his leadership role of
today. As well as consulting, Jeff is the co-author of Conducting a Successful Annual Giving Program, one of five books in the very popular "Dove on Fundraising" series published by Jossey-Bass (link here). Active within the field, Jeff has conducted numerous presentations and seminars about annual giving and related topics at various conferences and other venues.
Fact or Fiction
- Assessing Your Programs. |
| Rachel Ronning '99 Lindgren, Assistant Director of Alumni Development & Parent Relations, California Lutheran University |
|
Training -
Etiquette and Protocol |
| Jonathan Lindsey, Assistant Vice President, Donor and Information Services, Baylor University |
|
Sample Forms -
Data Request Form,
Glossary
Seven Questions/Considerations for your Data Mining Efforts |
| Jennifer Liskow, Assistant Director of Development, Rivier College |
|
Staff Policies -
Student Worker Confidentiality Agreement |
|
Joshua E. Liss, Director of
Annual Giving and Alumni Programs Robert Schattner Center University of Pennsylvania School of Dental Medicine |
|
E-Solicitation -
Seasons Greetings
Sample Forms - Tally Sheets -
1,
2,
3,
4 |
| Trista S. Lowther, Donor Relations Specialist/Matching Gift Administrator, Boys Town |
|
Matching Gifts -
Buckslip used in mailings, including annual report. |
| Diana Lygas, Annual Fund, The College of New Jersey |
|
Caller
Evaluation of Telefund Program
Sample Forms -
Gift
Record Sheet,
Nightly Summary Sheet |
|
M |
| Linda Maasch, Assistant Manager of the University of Victoria Bookstore |
|
Linda
Maasch is the Assistant Manager of the University of Victoria
Bookstore and is responsible for the University’s Trademark
Licensing Program. As well, she buys the clothing, backpacks and
athletic wear for resale in the Bookstore. She has worked at the
University of Victoria since 1988.
Going Retail |
| Robert Machovsky, Assistant Director of Annual Giving, The University of South Dakota Foundation |
|
Robert
“Bob” Machovsky is the assistant director of annual giving. He
manages the Foundation’s 13 station PhoneCenter, including 50
student callers. Machovsky is a native of Parker, SD and majored in
alcohol and drug abuse studies at USD. During his second year at USD
he began work in the PhoneCenter as a caller and then as a student
supervisor where he continued until his July 2005 graduation. Prior
to his return to USD, Machovsky was working for
RuffaloCody
as a program
manager in the University of Michigan phone center
Caller Newsletters -
Issue 1,
Issue 2,
Issue 3,
Issue 4,
Issue 5. |
| Bryan Mack, Assistant Director of Advancement Services, Colorado School of Mines |
|
Bryan
has been the Assistant Director of Advancement Services since
1992.
Working With Annual Fund. |
| T. Phillip Madison, Assistant Director Annual Fund, Texas Tech University |
|
The
Texas Tech Telephone Outreach program was created in Fall 1997 to
serve both as a fundraising and public relations tool. Since its
formation, it has raised almost $7 million for academics and employs
30-40 student callers.
Hiring and Evaluation -
Phonathon Caller Application Form,
Phonathon Caller
Evaluation
Objections
Sample Forms -
Tally Sheet
Training -
Training
Manual |
| Kathleen Madonna, Assistant Director of Annual Giving, Director of Telemarketing, Carnegie Mellon University |
|
Favorite Reports Projections, Three Year Projections, Monthly Report, Nightly Caller Report
PlanningBusiness Plan, Weekly Activity Report, Goals
Sample FormsDaily Production Sheet, Supervisor Checkpoint Sheet, Telemarketing Results Template, Weekly Attendance Report
TrainingStudent Mentor Handbook, Student Supervisor Handbook, Train the Trainer 1, 2, 3 |
| Kimberly Major, Associate Director of Development for Internal Operations at St. Paul’s School |
|
Kim
Major is the Associate Director of Development for Internal
Operations at St. Paul’s School. Prior to serving in this role, she
was the Director of Annual Giving at St. Paul’s School. She has also
held positions in Annual Giving at Carnegie Mellon University and in
Alumni Relations at Plymouth State University.
Policies -
Memorandum of Agreement for Endowed Funds |
| Kathleen A. Mannion, Assistant Director, Donor Relations, St. John's University |
|
Surveys -
Scholarship Fund Reporting,
Results. |
| Stacy Mara, Director of Annual Giving, Lawrence University |
|
Planning -
Good
example of a comprehensive annual giving operating plan. |
| John C. "Jay" Marano, Licensing Coordinator for Carnegie Mellon University |
|
Jay
Marano is an alumnus from West Virginia University, has been a
member of the Association of Collegiate Licensing Administrators
(ACLA) now the International Collegiate Licensing Association (ICLA)
since 1995 and has served on the ICLA Board of Directors since 2003.
He has been a facilitator, panelist, and co-presenter at several
ACLA and ICLA annual national conferences, workshops and symposiums.
Since 1995, Jay has been the sole administrator for The Trademark
Licensing Office at Carnegie Mellon University in Pittsburgh,
Pennsylvania. Currently working in the Office of the General
Counsel, He is responsible for all aspects of trademark and
licensing services for this independently run trademark licensing
program. Carnegie Mellon's Divisions of Business Administration and University Planning presented Jay with the Staff Recognition Award for "Excellence in Innovation and Process Improvement" in 1997 for his work in building the trademark licensing program. He was nominated for a university-wide award for "University Citizenship" in 2002 for his cross departmental efforts in gaining the endorsement of Carnegie Mellon's administration for a Code of Workplace Conduct addressing the anti-sweatshop movement. He currently serves as Carnegie Mellon's liaison to both the Worker Rights Consortium (WRC) and the Fair Labor Association (FLA). Jay represents small licensing programs and schools with no licensing programs on the FLA's University Advisory Council Executive Committee.
International Collegiate Licensing Association (ICLA) |
| Donna Marino, Manager of Donor Stewardship, Valencia Foundation |
| Donna Marino, CFRE serves as Manager
of Donor Stewardship for Valencia Foundation. Donna has an MBA from
Belhaven University and a BS in Business Administration from the
University of Central Florida. It's important to note that Donna's
foundation for excellence was obtained from Valencia where she
earned her first college degree: Associate in Arts. Donna was
awarded the Certified Fund Raising Executive (CFRE) designation in
2009. She serves as vice president of education with Association of
Fundraising Professionals Central Florida and is an executive board
member for American Association for Women in Community Colleges.
Donor Contribution Summary
Donor
Demographics Report
Stewardship Plan |
| Olga Marquez, Human Resources Manager, Museum of Latin American Art |
|
Job Descriptions Database Coordinator, Grant Writer, Prospect Researcher, Special Events and Banquets Assistant |
|
Samantha Marrs, Assistant Vice
President for Advancement and Director of Corporate and Foundation
Relations Virginia Commonwealth University |
|
Samantha
Marrs is the Assistant Vice President for Advancement and the
Director of Corporate and Foundation Relations at Virginia
Commonwealth University. Prior to joining the university in 2000,
she was a Program Associate at The Andrew W. Mellon Foundation in
New York City for 8 years.
Gifts vs. Grants -
Decision Tree Flowchart,
Gifts
Vs. Grants |
| Meghan M. Marsden, Director of the Annual Fund, Northern Illinois University |
|
Meghan started as a student caller
and student supervisor at Northern Michigan University. Meghan's
first "real job" in fundraising was with the Iowa State University
Foundation as Assistant Director of the Annual Fund. Major
responsibilities included direct mail and the management of three
special projects, which combined direct mail, Telefund, and personal
solicitation efforts. She was later promoted to Associate Director
of the Annual Fund. Meghan joined the Northern Illinois University
Advancement team in August 2002, where she currently oversees all
aspects of the Annual Fund including Telefund, direct mail, AF
stewardship, 50th Reunion Class Gift, Senior Challenge, Faculty and
Staff giving, and the general phase of the Barsema Alumni and
Visitors Center. She is currently working on a Masters in
Communication Studies.
Samples -
Refusal
Letter,
Solicit Former Telefund Employees |
| Hilary Marsh, President, Content Company, Inc. |
|
Hilary Marsh is president of
Content
Company, Inc., a communication consultancy helping companies
create and manage multichannel, branded messaging.
Top 10
rules to make your content management system rollout a
success. |
| John F. Martin, Executive Director of Development, Southern Nazarene University |
|
Gift Acceptance Policy |
| Liju Mathew, Phone Center Coordinator, Development Office, University of Texas at San Antonio |
|
Call Center Information |
| Devin Mathias |
|
Devin
T. Mathias joined Marts & Lundy in 2011 bringing considerable
consulting and advancement staff experience in the development of
annual giving programs, young alumni efforts, donor relations,
capital campaigns and the integration of social media into
comprehensive fundraising programs. Before embarking on a consulting
career, Devin spent three years as director of annual giving at the
University of Michigan where he oversaw the central annual giving
team; reorganized the annual giving department to improve gift
revenue, donor engagement, and unit service; and developed social
media strategies for the University relative to overall
philanthropic efforts. He also proposed and led the Recent Graduate
Initiative to research, track, and solicit undergraduate alumni of
the previous five years. This initiative received the 2009 CASE
Circle of Excellence Bronze Award for Fundraising. Prior to
Michigan, Devin was at the University of Florida Foundation for over
five years, including serving as the director of The Florida Fund.
He has also worked with Penn State's Office of Annual Giving and the
Affinity Connection, a private alumni relations firm. Devin founded
the SEC Annual Fund Conference, and the SEC Challenge. He
contributed a chapter entitled "Recognition and Stewardship of Young
Alumni: Transitioning from Educating Potential Donors to Securing
Lifelong Donors" for the upcoming CASE book Fundraising for Young
Constituent Groups. He has presented at various CASE, AFP, and other
development conferences and workshops.
Consecutive Giving.
Implementation of a consecutive giving recognition program.
Developing Strong Student Supervisors.
Effective and Professional Email Use
Job Description -
Phone Program Coordinator.
Leadership
Skills - for young advancement professionals.
Motivating Callers - Interesting study by Adam Grant, PHD
and Devin Mathias on improving caller performance.
Reunion Casino
Night. Reunion casino night save the date advertisement.
Rivalry & Fundraising. How rivalry in fundraising
can be used to help increase results.
Stewardship.
Building a foundation for stewardship.
The Evolution of Telefunding and Technology
US News and World Report. Comprehensive, breakdown of US
News and World Report College Rankings. |
| Lola Mauer, Director of Annual Giving at the University of South Carolina |
|
Lola
Mauer currently serves as the Director of Annual Giving at the
University of South Carolina where she’s worked since April 2004.
Under her direction at USC, the faculty and staff campaign brought
in over $2.7 million last year. She previously served as Assistant
Director of Annual Giving at Ball State University where she led the
call center team to four consecutive million dollar years. Lola is a seasoned presenter having led discussions on call centers, parent’s funds, annual giving, senior class gifts, and faculty/staff campaigns at various conferences both nationwide and online. Last summer she co-chaired the annual Ruffalo Cody Users group conference. Free time is spent traveling, volunteering as a youth leader and serving on the Board of Directors for Friends of the Little Bighorn in Montana where she is a battlefield historical interpreter and newsletter editor.
Happy Mother's Day! -
Mother's
Day Card,
Mother's
Day Reply Card,
Mother's Day Card Envelope.
Revenue -
Cultivating Faculty and Staff Giving
Samples -
Good News
Piece 1,
2,
Parents Fund Self Mailer,
Thank You
Card, Year End Direct Appeal Letter,
Gamecock Good News,
Foreign alumni solicitation and
envelope.
Young Alumni -
Student Postcards,
Junior Postcards,
Senior Postcards,
Y'all -
We're South Carolina,
Thanks |
| Pam Mauldin, World Learning |
|
E-solicitation Analysis
Samples -
Holiday Greeting
World
Learning Newsletter |
| Judy Maxfield, Director of Alumni Relations, University School of Milwaukee |
|
Judy
has worked in Alumni Relations at University School for the past 10
years, serving as Alumni Director since 2003. University
School of Milwaukee is a co-educational college preparatory day
school for pre-kindergarten through twelfth grade.
Alumni By-Laws
Board
Nomination Letter |
| Jason McCaham, Associate Director of Annual Giving, Bucknell University |
|
|
| Abbie McCullough, Assistant Director of Annual Giving, Medical Affairs, MCI, University of South Alabama |
|
Samples - Faculty Staff -
Recent Retiree Letter,
Retiree Leave a Legacy Letter. |
| Meghan McGeary, Director of Development at Vermont Land Trust |
|
Meghan
McGeary is the Director of Development at Vermont Land Trust. She began her career at her alma mater, University of
Pittsburgh, where she first served as a TeleFund supervisor, then
the Manager of the Direct Mail and Faculty/Staff Campaigns, and
finally as the Manager of Annual Leadership Programs ($1,000 to
$100,000) before heading to New Hampshire as the Annual Giving
Coordinator at Plymouth State University.
Athletics
-
Athletics Appeal Note: The individual team mailings were written by the team coaches at Plymouth State University. Good example of synergy between development and athletics. Football, Football Pledge Card, Men's Basketball, Men's Ice Hockey, Men's Lacrosse, Pledge Card, Softball, Volleyball, Women's Basketball Pledge Form, Women's Lacrosse
Caller Incentives
- Monthly
Incentive Structure
Direct Mail
-
Acquisition Letter,
Extra Gift Card,
Lapsed
Fall Donors,
Pledge
Card,
Spring Appeal Card,
Window Carrier
Hiring
-
Telemarketing Recruitment Advertisements
Membership
-
Renewal Card
New Donor Packet -
Envelope,
Insert 1,
Insert 2,
Insert 3,
Thank You Folder,
New Donor Letter
Policies -
Confidentiality Agreement
Renaming the Annual Fund -
Text for Alumni Magazine
Scripts -
Answering
Machine,
General
Things Your Learned at Telefund
Training Materials
- FERPA Quiz,
Training Manual |
| Albert D. Melfo, Director of Annual Giving, Kent State University |
| Albert is the Director of Annual
Giving for Kent State University, in Kent, Ohio, where he is
responsible for planning and implementing the University’s central
annual giving solicitation efforts. Prior to coming to Kent State, Albert spent seven years at the University of Pittsburgh, where he was the Associate Director of Annual Giving until fall of 2001. At the University of Pittsburgh, Albert successfully managed the conversion of the Pitt TeleFund from a manual to an automated environment, and established the operation as one of the top performing higher-education phone centers in the nation. Prior to his work in higher-education, Albert held a number of management positions responsible for fundraising and subscription and membership sales for regional non-profit visual and performing arts organizations. Past employers include the Pittsburgh Public Theater, the Pittsburgh Center for the Arts, the Carnegie Museum and the Pittsburgh Civic Light Opera. At Kent State, Albert serves on the management operating team for the division of University Development, and oversees the KSU PhoneCenter and the University’s direct mail appeals. He is an active contributor to FundList, and is available for consulting. Education Case Western Reserve University, B.A. English (Journalism and Creative Writing)
Faculty Staff Giving - Common Concerns with Faculty Staff
Appeals
Improving Caller Retention
Supervisor's Guidelines for Handling Staff Performance Issues
Warm-Up Meetings - Overview and Tips |
| Madeleine Melkonian, Associate Vice President, Advancement, College of Mount Saint Vincent |
|
Samples -
Case Statement |
|
| Debbie Menoher, Director of Research, University of Florida Foundation |
|
|
| Mark Metivier, Financial Manager for Development and Alumni Relations at the University of Vermont |
|
Mark
Metivier is Financial Manager for Development and Alumni Relations
at the University of Vermont, where he oversees gift acceptance,
gift reporting, operational budgets and human resources.
Policies -
Sample Gift Agreement,
Sample Fund Language |
| Rachel Meuser, Director of Annual Giving at Franklin College |
|
Rachel Meuser is the Director of Annual Giving at Franklin College,
an American liberal arts college in Lugano, Switzerland. Rachel
oversees the entire annual giving program as well as all of the data
management. Prior to Franklin, Rachel served as the Assistant
Director of Annual Giving at The Citadel Foundation in Charleston,
SC where she managed the Cadet Calling Program, direct mail, the
class chairmen volunteer program, the faculty and staff campaign and
the senior class program. Rachel is a graduate of The College of Charleston in Charleston ,SC and has a Bachelors degree in Corporate Communication.
Samples -
Answer the
Call Postcard,
EFT Solicitation Letter,
EFT
Reminder Letter,
Parents
Pre-Call PostcardLeadership Parents Appeal
Scripts -
Generation X Non Donor
Telefund Evaluation -
How
Did We Do? |
| Debbie Meyers, Director of Donor Services, Carnegie Mellon University |
|
Before
coming to Carnegie Mellon in June 2005, Debbie was director of
stewardship and donor relations at the University of Florida
Foundation for nine years, serving as a central staff resource to
more than 45 development officers. She also was development and
alumni director at Bishop Moore High School (her alma mater) and
publications director for the health center development office at
UF. A founding board member for the Association for Donor Relations Professionals, Debbie has a bachelor's degree in English from Loyola University in New Orleans and a master's degree in journalism from UF.
Stewardship -
Million Dollar Donors |
| James Minehart, Director of Advancement Services, Lewis & Clark College |
|
James
Minehart is the Director of Advancement Services at Lewis & Clark
College in Portland, Oregon, where he provides strategic leadership
and long-range short-term planning for the areas of gift processing,
database integrity, prospect management, reporting, data analysis,
and system enhancements. James' efforts to restore credibility in
the database, to enhance the functionality of the alumni/development
system, and to enable the end-user to access information has
resulted in a two-year, three-phase database action plan. He has
been working in the nonprofit sector since 1997.
Gift Acceptance -
Should I Accept This Gift?
Measuring -
Developing a Tracking System
Planning -
Presentation on
Creating an Action Plan. Two spreadsheet samples of plan:
Action Plan,
Action Plan Worksheet.
Policies & Procedures -
Policies and Procedures - Your Game Plan. |
| Matt Miner, Video Production |
|
I write, produce and direct capital campaign videos, strategizing
with campaign consultants and development directors to create
presentations designed to encourage major donations. My videos have
helped generate more than $150 million in contributions for
non-profit groups throughout the western states. Some past clients:
California Dental Association Foundation, Sacramento, Southwest
Washington Medical Center, Vancouver, Harrison Medical Center,
Bremerton, Congregation Neveh Shalom, Portland. 2335 NE 41st Ave. Portland, OR 97212 503-484-8196
Nurses and Care.
Excerpt from a campaign video for
Harrison Medical Center in Bremerton, Washington. |
| Lanita Monroe, Marketing Coordinator at Fuller Theological Seminary |
|
As
the Marketing Coordinator at Fuller Theological Seminary, in charge
of all direct mail and telephone solicitations. Also a student
currently working on a Masters of Divinity.
Samples -
Pledge Reminder
Tele-Relations Associates Advertisement |
| Gloria Morgan, Phonathon Coordinator, Office of University Advancement, Georgia Southern University |
|
Employment -
Attendance &
Promptness Policy |
| Melinda Mosier, Assistant Director of Advancement, Keene State College |
|
Melinda Mosier is the assistant director of advancement at
Keene State College
in Keene, N.H. In addition to directing the annual fund, she is an integral part of various capital fund-raising projects. Melinda received a BS in Political Science in 2001 from Northern Arizona University (NAU). She has also begun coursework for an M.B.A. at the University of New Hampshire.
Job Descriptions -
Alumni and Advancement Coordinator,
Phonathon Manager |
|
N |
| Trish Nagorski, Development Officer, Annual Giving, Lakehead University |
|
Trish Nagorski is currently in her 4th year as the Development
Officer, Annual Giving at
Lakehead University
in Thunder Bay, ON Canada. She is responsible for both the Direct
Mail and Phonathon Program. Within the last two years they underwent
a database conversion to Benefactor and had to create a new
Phonathon card. This was the final product.
Alumni Envelope
Donor
Card
Sponsorship Policy |
| Jim Napier, Program Associate, The Life Raft Group |
|
Jim
Napier began his development career as a student caller and has
extensive experience as an annual giving professional. With over ten
years of fundraising experience in higher education, he decided to
change paths and now works for The Life Raft Group – A Cancer
research and patient advocacy group. His last university position
was as the Associate Director for Mail and Marketing with the
Rutgers University Foundation. Before that, he oversaw annual giving
operations for Murray State University. Jim began his professional
career as the Assistant Director of the University of South
Florida's Annual Giving Department.
Bookmark
for Senior Class Campaign
as an educational piece.
Caller Newsletters -
Racer-Thon Gazette Issue 1,
Issue 2,
Issue 4,
Issue 5,
Issue 6,
Issue 7,
Issue 8,
Issue 9,
Issue 10.
Coaching Callers.
Coaching and monitoring your annual fund callers.
Email Thank You for Considering a Pledge,
Email Thank You for Received Pledge
Faculty staff challenge solicitation letter,
faculty staff thank you letter.
Holiday Greeting with Choir.
Email that went out directing recipients to card.
Letters -
Current Donors,
Holiday Appeal Letter,
Lapsed
Donors,
Letterhead
with Payment Form,
Year End
Appeal,
Presidential Ask 1,
Presidential Ask 2,
Envelope,
Letter.
Planning -
Solicitation Calendar
Policies -
Racer-Thon Policies and Procedures
Sample Forms -
Call
Monitoring
Scripts -
Current Donors,
Lapsed Donors,
Parents,
Not Yets,
Universal Script Guide
Thank
you note for first time donors.
Training Manuals -
1,
2.
Supervisor Manual.
Updated. |
| Al Nausedas |
|
Building an Advancement Data Warehouse
Choosing Events Management Software -
Two spreadsheets
showing divisional needs vs. vendor offerings.
Needs/desires is a result of interviews with stakeholders.
The
final list is a prioritised summary. |
| Brad Neathery, Annual Fund Officer, Truman State University |
|
Student Caller Contract |
| Jim Neish, Senior Director for Licensing Partners International |
|
Jim
Neish is the Senior Director for Licensing Partners International, a
full-service licensing and marketing agency based out of Toronto .
LPI currently manages the trademark licensing programs for the
Canadian Football League and 35 US Colleges and Universities. Prior
to joining LPI, Neish spent nine years at the CFL as their Director
of Marketing and Communications. While at the League Neish
spearheaded many of the League's marketing initiatives including the
'Rivalries' campaign which captured 7 Marketing Magazine awards and
2 Bessie's and played an integral role in the development of the
Radically Canadian marketing program.
Collegiate Licensing: From Branding to Retail |
| Joyce Newton, Senior Strategic Analyst at Dartmouth College |
|
Joyce
is a Senior Strategic Analyst at Dartmouth College in Hanover, NH.
She joined Dartmouth after several years as an Information
Specialist in the biotech industry including Millennium
Pharmaceuticals and Chiron Corporation. Additional experience in the
information field was obtained as a Market Research Analyst for a
direct marketing firm and as a Medical Librarian within a corporate
environment.
Real Estate
- New York Buildings
Real Estate
- New York Coops
Real Estate
Valuation Calculation Spreadsheet |
| Alexandra Nguyen, Assistant Director of The Webb Fund, The Webb Schools |
|
Alexandra Nguyen is the Assistant Director of The Webb Fund at
The Webb Schools, an
independent college preparatory college boarding schools for
students in grades 9-12. She has been part of Webb since March 2004
co-directing the annual fund and reunion giving through direct mail
and telephone solicitations in addition to coordinating donor
recognition and alumni relations programs. Alexandra '04 earned her
Bachelor of Arts in Biology with a specialization in Business
Administration from Whittier and is currently working on her MBA
with a concentration in Management from Benedictine University in
Illinois. Class Agent Materials Fundraising Packet
Class Agent Cover Letter,
Class Agent Pre Call Solicitation Card,
Class Agent Volunteer DescriptionRecruitment Packet
Class Agent Recruitment Letter,
Class Agent Volunteer DescriptionSample Forms
Gift in Kind,
Payroll DeductionOther Materials
Phonathon Training Manual |
| Karen Nichols, Director of Student Programs, Texas Christian University |
|
Karen Nichols is the Director of Student Programs for the Annual Fund at Texas Christian University, a private liberal arts college in Fort Worth, TX. Her responsibilities include the senior class gift effort, The Senior Appreciation Program and the Student Philanthropy Program, a program educating current students about the importance of giving back to the University after they graduate. Senior Class Gift Materials
Bricks
Program - Solicitation Letter
Bricks
Program - Brochure Side 1
Bricks
Program - Brochure Side 2
Thank You
Letter
Top Ten
Excuses for Not Making Your Gift to the Senior Class Appreciation
Program |
| Steven Nicolet, Assistant Director of Annual Giving, Ferris State University |
|
Steven
Nicolet many years of experience in fundraising for the
non-profit sector and higher education. He is currently managing the
newly created calling center at Ferris State University. Prior
service was Director of Development at Community Action House and
the University of North Carolina-Chapel Hill where he was the
Director of the Annual Fund. He created the Annual Giving
departments at both Florida International University and Grand
Valley State University. Additional higher education and
philanthropic experience includes employment with Siena Heights
University, the Heart of West Michigan United Way and a private
fundraising consulting practice. Professional Qualifications/Affiliations/Awards C.F.R.M. Certificate in Fundraising Management, Indiana University, 2003 M.A. Humanities, Central Michigan University, 2001 B.S. Public Administration, Grand Valley State University, 1995 Member, Council for Advancement and Support of Education (CASE)
Flash
Presentations:
Good Times, Great Memories,
Email for Solicitation.
The "First
Time Donor Kit" - Good example of a first time donor kit
including article on the kit.
The Roots of Our Success.
Good example of an
annual fund brochure. |
| Dave Nuscher, Director of Advancement Communications and Marketing, Boston College |
|
If
you have any questions, please send them to Dave Nuscher, Director
of Advancement Communications and Marketing, Boston College, at
[email protected]
or 617-552-9182.
Samples -
Pledge Reminder (For someone who spoke to a student caller),
Pledge Reminder (Pledged by some other means.) |
|
O |
| Rosalinda Olivares, Assistant Director, Baylor Fund, Baylor University |
|
I
was a student caller and supervisor at Baylor for my first 3 years
of college. While finishing up my undergraduate degree I took over
as the Assistant Director where my primary responsibility was our
call center. Last year we broke all call center records set at our
institution by raising $756,000. (The year before we raised $406,000
and the most ever was $515,000. The Baylor Fund also won a CASE
Grand Award for the most Improved Annual Giving Program).
Hiring
-
Caller Application,
Personal Interview,
Phone
Interview
Script
- Alumni Dues |
| Jane Ong, Associate Director, Annual & Special gifts, University of Southern California |
|
In
2005, Jane began her career in development at the University of
California, Irvine.
Campaign Letters -
Annual Giving Direct Mail Campaign Letter
and
Letterhead,
Humanities,
Information and Computer Sciences,
Physical Sciences,
Social Ecology,
Social Sciences,
Spring Direct Mail to Multiple Segments
e-Campaign Letters -
eGiving,
eGiving Letter,
Engineering,
Humanities,
ICS,
Medicine,
Physical Sciences,
Senior Class E-Giving,
Social Ecology,
Social Sciences,
eGiving Sent to Various Schools,
School eGiving Letters
Other Sample Letters -
,
Holiday Giving,
2,
Senior Class Giving,
Young Alumni Brochure,
Young Alumni
Letter
Other Samples -
e-Acknowledgement,
e-Fulfillment,
Campaign Brochure,
e-Pledge Reminder,
Holiday Card,
Senior Class Brochure,
2,
Senior Class e-Giving
Senior Class -
Senior Class eGiving Letter,
Senior Class Gift Card.
Thank You -
End of year thank you postcard to students. |
| Mary Ann Oppenheimer, Director of Development, Rivier College |
|
Mary
Ann Oppenheimer is Director of Development at Rivier College in
Nashua, New Hampshire. Mary Ann has over 20 years experience in
management and development in both the for- and not-for-profit
sectors.
Policies -
Naming Opportunities |
| Karl Otto |
| Karl is currently at the University of Washington and previously worked as Product Manager for SunGard BSR's Web Community and Document Management software, working with clients to determine the best strategic direction and most imperative gaps for those products. Most recently, he was the Advance Evangelist for the implementation of a new fundraising system at Columbia University. Karl has worked in higher education fundraising since 1992, when he started in Development Services at his alma mater, the College of William & Mary. |
|
P |
| Laura Palmer, Assistant Director of Annual Fund Programs, Drake University |
|
I
am a recent graduate of the University of Iowa where I worked as a
telefund caller for three years. I am the Assistant Director of
Annual Fund Programs at Drake University.
Confidentiality Statement
Phonathon Training Presentation |
| Sibyl E. Pedziwiatr, Matching Gifts Manager, Advancement Services, North Carolina State University |
|
Matching Gift Labels - Sample labels that NC State University uses
to verify gifts eligible to be matched. Most companies will accept a
label in lieu of completing the fields on their matching gift form. Athletics Avery 5163, Athletics Avery 5164, IBM Avery 5366, Avery 5163, Avery 5164. (Right click and save as to download.) |
| Kerri Pepperman, Webmaster, Development Communications, Office of Development, University of Michigan |
|
E-solicitation -
Stewardship Piece Sent out To Donors |
| Don Philabaum, President & CEO, IAC |
|
IAC
is a Social Networking Software development company founded in 1995
to provide groups and organizations worldwide with online tools to
help them communicate with their members, acquire more data and
information about their members, provide a series of
revenue-generating channels, network and engage members and reduce
the time and cost to manager their members. IAC also sponsors the
Wired Communities blog.
Create an Email Use Policy -
Email your Alumni - but not everybody at once! |
| Amy J. Phillips |
|
With
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.
Listserv Etiquette.
It
is important to observe guidelines to keep everyone productive on
listservs.
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
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. Matching Gifts Practices 2009 Revised and upgraded now including challenge gifts and government matching programs. Matching Gifts Practices 2010 Results Revised and upgraded. Print Version. Matching Gifts Practices 2011 Results Matching Gifts Practices 2012 Results |
| Amber Pirtle, Phonathon Coordinator, Western Washington University Foundation |
|
Scripts -
Cold
Calling Techniques
Scripts -
Putting it All
Together |
| Kristofer Pitman, Manager, Advancement Operations, Chapman University |
|
Kristofer
Pitman currently serves as the Manager, Advancement Operations
within the University Advancement department at Chapman University.
He provides oversight and leadership for the areas of gift
recording, alumni and donor records, and divisional budgeting and
IT. Kris is also a 2001 alumnus of Chapman with a BS in Business
Administration.
Sample Forms -
Data Request Form |
| Philip Poe, Alumni Attitude Study |
|
Alumni Research -
Alumni
Dues,
Alumni Era Segmentation Model,
Magazine Content |
| Lisa Poullard-Burton '90, Director of Alumni Relations, Baruch College CUNY |
|
Job Description -
Administrative Assistant |
| Christopher J. Praul, Director of Advancement Services, Susquehanna University |
|
An
advancement professional for over 10 years, Chris has a broad
background in non-profit fundraising. He currently directs the
advancement services division at Susquehanna University as well as
maintains a portfolio of consulting clients. Bringing a library
science and information systems background to advancement services,
Chris specialized in advancement systems, prospect management, gift
policy, and research.
Sample Forms -
Commitment Form,
Data Request
Form. |
| Mary Prodanovic, Manager, Business Transformation, VGH & UBC Hospital Foundation |
|
|
|
Q |
|
R |
| Sharon Rader, Director Advancement Services, Tennessee Tech University |
|
Surveys -
Gift Administration Fees |
| Sabrina J. Ragan, The Ohio State University, Assistant Director of Annual Giving. |
|
Calling Attendance Policies
Do Not
Hire Script
Employee Agreement
Supervisor Interview |
| Amanda Rainey, Director of Stewardship, Saint Louis University |
|
E-solicitations -
End of Calendar Year 2007,
Graduation May 2007,
End of Calendar Year 2006.
Resolutions.
-
Image of the email sent to approximately 50,000 alumni, parents and
friends.
The email prompts the recipient to watch a video that was written by
a staff member and produced by students. Total cost for the piece
was $150. We raised $74,969 after 10 days from 161 donors. We had
more than 1,900 views on YouTube and found some alumni who posted
the video link on Facebook.
Image of web page with imbedded video. |
| Jennifer Ramirez, Jennifer Ramirez, Freelance Prospect Researcher, FundraisingResearch.com |
|
Jennifer Ramirez has worked in the fundraising and prospect research
field for the past eight years. She is a freelance prospect
researcher.
FundraisingResearch.com is a donor research consulting
company dedicated to providing research services to the non-profit
community nationwide.
Prospect Research Simplified. Prospect research simplified
for development officers and a limited research staff. |
| Christina D. Randal, Development Coordinator, Annual Giving, WSU Foundation |
|
E-solicitation -
Traditions |
| Lou Randall, Associate Director of Development, Woodward Academy |
|
Lou
Randall is the Associate Director
of Development at Woodward Academy and former Headmaster of
Christchurch School VA (1974-1984).
Samples -
Pledge
Thank You Letter,
Year End Letter. |
| Tim Regan |
|
I
have always had an intrinsic inclination towards music of all kinds.
I could play twinkle twinkle on my xylophone before I could walk or
talk. An unfortunate consequence of this is that it seems I was
overcompensated for aurally, at the expense of my other senses,
especially my eyes. I'm both nearsighted and colorblind, and my
sense of smell is virtually non-existent. However, my ears are
amazing, and I wouldn't have it any other way. I compose, play,
record, mix, and master all of my own music. I can play the piano,
acoustic and electric guitar, bass guitar, drums, and I also sing,
flow, and beatbox. I can also program and sequence melody patterns,
in the event that I can't get my hands on the instrument that I want
to write for, or I want to chop up a sample into a new pattern. I
write in multiple genres spanning from hip-hop to death metal and
almost everything in between - except for country. I can't stand
country music - its just too twangy. My personal artist identity is cryogenik, and my professional audio portfolio, including audio clips and links to websites and flash presentations that I have written audio loops and made sound effects for can be viewed at www.cryogenik.com and www.blendstudios.com . I also started a hybrid rock/hip-hop duo last October called OVAFLO. Based on the professional and audience feedback from the shows that we have done since we started, I'm hopeful that we will be affiliated with a record label within the next year or two.
Telefund -
Training
Video All the
benefits of call monitoring.
Telefund -
Training Video. Gum chewing and calling don't always mix.
Telefund -
Training Video (PG-13) Hip Hop Style.
Telefund - Another video. Telefund supervisor explodes because of
aggravation caused by various interruptions at the startof the evening's calling session. Part 1, Part 2 (Part 2 contains explosion). |
| Katie Reifenberg, Director of Development for Parents' Fund, Loyola University Chicago |
|
Samples -
Parents' Newsletter. |
| Regan Remulla, Associate Director of Annual Giving, Occidental College |
|
Caller Training Manual |
| Mike Reopell, Director of Advancement Information Systems at Williams College |
|
Mike
Reopell, the Director of
Advancement Information Systems at
Williams College, has been in the
advancement arena since 1987. He has been a regular speaker at the
SunGardBSR User Group meetings and was the Chair from 1998-2000. A
veteran of the US Coast Guard, Mike earned his Bachelors Degree from
Massachusetts College of Liberal Arts and his MBA from Western New
England College.
Automagic Data Mining. Great idea for receiving data updates
using your online community.
Integrating Listserv into Advance - Integrating an email
list management software program into your advancement system. |
| Susan Restad, Executive Director for Information Resource Management at the University of Illinois Foundation |
|
Susan
Restad is Executive Director for Information Resource Management at
the University of Illinois Foundation. She has 21 years experience
in development information technology at the University of Illinois.
She is responsible for strategic IT planning, including database
enhancements, data integrity, reporting services, and end user
support (training/help desk) in support of the 600+ users of the
Universities development data systems.
Strategic Plan |
| Dana Visocchi Rice, CFRE, Associate Director Annual Giving, McMaster University |
|
Dana Visocchi Rice is Associate Director, Annual Giving at McMaster
University. Dana and her team are responsible for managing and
coordinating, MacFund, McMaster’s annual giving program. Previous to
joining McMaster in 1995, Dana was Associate Director of Development
at Women’s College Hospital. In 2003, Dana received her Certified
Fundraising Executive Professional (CFRE) designation.
Branding
Your Annual Giving Program. The value of branding your
annual giving program. |
| Gina Rich, Prospect Researcher, Sacred Heart Medical Center Foundation |
|
Sample Forms -
Prospect Research Request |
| Tammy M. Rich, Acting Director of Alumni Relations, Lock Haven University of Pennsylvania |
|
Samples -
Save
the Date Postcard |
| Heather Riddle, Director of the Annual Fund and Grand Society, Macalester College |
|
Heather
Riddle has served as Director of the Annual Fund at Macalester
College in Saint Paul, MN since July of 2000. Prior to that she
worked as a major gifts officer for the Blake School, as associate
director of the Annual Fund at Macalester, in membership at the
Minneapolis Institute of Arts and the YWCA. Heather is Vice
President of the board of the East Side Neighborhood
Development Company and moonlights as Development Advisor for Gloria
Dei Lutheran Church
http://www.gloriadeistpaul.org. Tools for tracking/reviewing and planning annual fund solicitations.
Annual
Giving Pyramid
Tracking Annual Giving Solicitations |
| Nicole Rinetti, Associate Director of the Annual Fund for the College of Engineering at UC Berkeley |
|
|
| Julie M. Ripper, Director of Annual Fund Programs, Drake University |
|
Julie
Ripper is the Director of Annual Fund programs at Drake. She is
focused on raising additional funds through a solid understanding of
the data.
Planning -
Donor Loyalty Report - Used to help plan for annual fund
activities. |
| Alisa Rivera, Assistant Director/Writer, City of Hope |
|
Samples -
Example of a Proposal for Major Gifts |
| Robert Frances Group |
|
Robert
Frances Group (RFG) provides actionable, timely advice,
consulting, and research about the IT marketplace to Global 2000
executives. With a focus on "the business of IT," RFG helps IT executives maximize their effectiveness by helping them align IT efforts with corporate business strategies, drive revenue, improve productivity, and reduce IT costs. RFG accomplishes this by working closely and directly with clients to evaluate hardware and software acquisitions, help assess the impact of events, laws, and regulations, negotiate optimal contracts, and plan IT-empowered business strategies.
The Changing Economics of Business Intelligence |
| Lin Roberts, Coordinator of Annual Giving and Prospect Research, Urbana University |
|
Lin
Roberts is the Annual Giving and Prospect Research Coordinator for
Urbana University, in Urbana, Ohio. She has been with the University
since 2003 and has worked in fund raising since 1988. Lin is a
graduate of Morehead State University and is presently working on
her MBA.
Samples -
Faculty
Staff Campaign Update
Samples - Scripts -
Kresge
Challenge
Sample Forms -
Campaign
Pledge Form (Letter of Intent) |
| Stephen Rodriguez, Director, Annual Leadership Giving, MIT |
|
Planning - Good sample of an annual fund plan.
Production Schedule for annual fund.
Reports. Annual Giving
End of Year Statistics and Annual Giving
Fund Report. |
| Erika Roe, Matching Gifts Manager & Webmaster, Advancement Services, North Carolina State University |
|
Matching Gift Labels - Sample labels that NC State University uses
to verify gifts eligible to be matched. Most companies will accept a
label in lieu of completing the fields on their matching gift form. Athletics Avery 5163, Athletics Avery 5164, IBM Avery 5366, Avery 5163, Avery 5164. (Right click and save as to download.)
Matching Gift Samples -
Leaflet,
Leaflet for Veterinary Medical Foundation,
Reminder and
Thank You Emails. |
| Tamera Rogers, Director, Stewardship and Leadership Development LaGrange College |
|
Leadership Council By-Laws |
| Natalie M. Rohlfs, Phonathon Manager, Wright State University |
|
Natalie
decided to make higher education development a career after having
been a Phonathon caller, student supervisor, and a Development
Intern while attending Ohio University. She is now working with
Wright State University's Office of Annual Giving in Dayton, Ohio as
the Phonathon Manager. Natalie graduated with a Bachelor of Science
in Journalism (Public Relations) in '03.
Supervisor Hiring -
Interview Cover Sheet,
Application,
Interview Questions,
Manager Questions |
| Bruce Rolston, Manager, Alumni and Friends Web Space, University of Toronto |
|
Google Trends Analysis
Online Community Project Update
Spreadsheets to help you source your online community:
Initial Questions to Vendors,
Detailed Features List. |
| John Ross, Principal of RossWrites |
|
John
Ross, principal of RossWrites, is the author of “Public Relations
and the Presidency: Strategies and Tactics for Effective
Communications” CASE Books 2001, and provides strategic
communications services to institutions, associations, and related
non-profit agencies. Among RossWrites’ specialties are statistically
reliable marketing research, development of positioning themes and
messaging, and communications counseling for institutions in the
throes of presidential transition.
Alumni Survey - Template for Gathering Alumni Outcomes Data |
| Cara Rosson, Research Analyst, Bradley University |
|
Sample Forms -
Prospect Research Request |
| Kathy Ruvolo, Director of Stewardship, University of California Irvine |
|
Stewardship Activities Checklist.
Sample checklist to help ensure you've covered all bases for stewardship
activities. |
|
S |
| Eric Saarvala, Associate Director, Donations Management, University of Toronto |
|
Eric
Saarvala is the Manager of Donations Management at the University of
Toronto. He has over 7 years experience in gift processing at UofT.
He manages a department of ten staff responsible for the gift
processing, tax receipting and acknowledgement and pledge management
for the university. Donations Management is also the main contact
for donor and campus enquiries regarding donations. He graduated
with a BA from the University of Western Ontario.
Presenteeism:
The latest attack on economic and human productivity.
Talent Management.
Presentation with definitions, framework, challenges and other
aspects of talent management.
10 Key Points for Accurate Processing of Gifts |
| Sargeant Associates Ltd |
|
Sargeant
Associates is an independent fundraising consultancy that provides a
range of services to UK charities and pressure groups. Adrian
Sargeant is the UK's only Professor of Nonprofit Marketing and
Fundraising, and the firm offers a unique approach, combining
academic rigour and marketing knowledge with a very practical
understanding of the needs of charity fundraisers and the nonprofit
marketplace.
Critical Issues in Fundraising Research
Nonprofit Website Effectiveness: The Role of Donor Relationships |
| Rob Saunders, Director of Development Information Services at Oakland University |
|
Rob
Saunders has been the Director of Development Information Services
at
Oakland University since 1999. Previously he has worked
in healthcare and other not-for-profit finance related positions.
Alumni Survey
Sample Forms -
Data Request Form |
| Ted Schaefer, Ross School of Business, University of Michigan |
|
E-mail Tracking Reports -
Dashboard Tracking,
Distribution of Campaign to PDA,
Tracking E-mail Signers. |
| Jennifer Schimmel, Associate for Development Operations and Donor Relations, Hartford Seminary |
|
I
am currently the Associate for Development Operations and Donor
Relations at Hartford Seminary. My responsibilities include
oversight of the annual fund, prospect research and evaluation,
alumni/ae relations, donor relations, and institutional advancement
office management. I am currently pursuing at MS in Management and
Marketing at RPI with an expected graduation in August 2006. Once my
MS is completed I will be working toward acceptance to the The
Center on Philanthropy at the University of Indiana's Doctoral
Program.
Paper or Plastic?
Solicitation Piece |
| Deborah L. Schroeder, Assistant Director of Telefund, Office of Annual Giving, The University of Dayton |
|
The University of
Dayton is a private, Catholic, Marianist institution. The
Office of Annual Giving Telefund Program calls year-round, 6 days a
week. In FY04, they eclipsed $1 Million dollars in the door and
completed 60,000 calls. Deborah Schroeder has been a staff member in the Office of Annual Giving for two-and-a half years, and worked as a student in the Telefund Program for four years previously.
Caller Evaluation Form |
| Sabine Schuller, Research Specialist. The Rotary Foundation |
|
Sample Forms -
Prospect Research Request |
| Catherine Seebald, Consultant |
|
Catherine
Seebald served as Director of Advancement Services at Houghton
College for more than eight years. Her tenure at Houghton began
with the construction of their Advancement Services department,
which was ultimately awarded a CASE Circle of Excellence gold medal
in Gift and Bio Administration. She continues to provide consulting
in the field of Advancement Services.
Example of Advancement Services Departmental Functions |
| Terri Selby, Director for Parent Programs at Saint Michael’s College |
|
Sample Letters -
Parent
Appeal,
2,
3,
4. Terri Selby is the Director for Parent Programs at Saint Michael’s College, Colchester, VT. Prior to taking this newly created position four years ago she was Director for Annual Giving at the same institution. Before arriving at St. Michael’s, she was the director of development at North Country Animal League in Morrisville, VT. She also has over 13 years of print advertising experience. She received her B.A. in journalism from Northeastern University and her M.A. in English Literature from the University of Rhode Island. |
| Ursula Shail, Manager of Document Systems, University of Toronto |
|
Ursula is the Manager of Document Systems within the Alumni and
Donor Records Department and is responsible for the Central Files
and Document Imaging within the Division of University Advancement.
Electronic Imaging - The Series.
Part 1,
Part 2,
Part 3,
Part 4,
Part 5.
Privacy
Audit Questionnaire.
Privacy
Recommendations. |
| Dan Shephard, CFRE, Principal, The Shephard Group, www.thefrontlinefundraiser.com |
|
Major & Planned Giving -
Action Cultivation Plan,
Endow Your Annual Support,
Estate Planning Assets Inventory,
Gift Acceptance Policies and Procedures,
Gift Valuation Standards,
Making the Ask,
Multi-Part Gift Strategy,
Preparing for the Ask,
Prospect Referral Form,
Reunion Giving Model,
Stewardship Plan,
Suspect Research Rating. |
| Andrea Shirey, Associate Director, Development & Alumni Affairs, University of Florida Levin College of Law |
|
Andrea
Shirey, Associate Director, Development & Alumni Affairs Shirey came
to the Levin College of Law in November 2004 from the West Virginia
University Foundation. In her current role she manages the annual
giving program for the College, supports the Law Alumni Council, and
coordinates gift acknowledgement processes and stewardship efforts.
She has a B.S. in business and marketing from West Virginia
University.
Job Descriptions -
Alumni Council with Giving Expectations
Policies -
Alumni Association Bylaws
Postcard -
Contacting the "Do Not Contacts" |
| Christopher A. Short, Director of Annual Giving, Wiley College |
|
Director
of Annual Giving at Wiley College. Formerly Director of Annual
Giving and Coordinator for Telefunding at the University of Wyoming
and Grant Writer for Asbury Theological Seminary.
Samples -
Direct Mail Appeal
Training -
Call Center Manual |
| Natalie Silva, Associate Director of the Annual Giving, Polytechnic Institute of NYU |
|
Natalie
Silva is the Associate Director of the Annual Giving Program at the
Polytechnic Institute of NYU. She has been with NYU-Poly for over
two years where she began working in the Alumni Relations
department. She graduated from the
E-Solicitation -
Season's Greetings.
A holiday greeting from Brooklyn, NY and a look at all of the
exciting work at NYU-Poly. |
| Vanessa Rae Silva, Director of Development, Villanova School of Law |
|
Report Samples -
Campaign Pyramid |
| Krista Slade |
|
Krista
Slade was appointed to the newly created position of executive
director of CASE Asia-Pacific in May 2007. In this position, Krista
is responsible for professional development programs, conferences
and other services to meet the evolving needs of the growing
advancement profession throughout Asia, Australia and New Zealand. Krista has spent more than a decade working in the Asia-Pacific region as an alumni relations and fundraising professional. A Canadian citizen, she moved to Hong Kong in 1994 to establish the University of Toronto (Canada) Foundation and to serve as its executive director. In this position, she facilitated the university’s alumni, fundraising and student recruitment activities in Japan, South Korea, China, Thailand, Singapore, Malaysia and elsewhere. In 2003, she returned to Canada to serve as the University of Toronto’s associate director of international advancement. Most recently, she served as senior strategic adviser for advancement at the University of Melbourne in Australia. Before joining CASE, Krista was a member of CASE and a speaker at various conferences. She holds bachelor’s and master’s degrees from the University of Toronto and has studied international Asian studies at the Chinese University of Hong Kong. Krista Slade worked for the Division of University Advancement at the University of Toronto for eight years, based in Hong Kong, Melbourne (Australia) and also on campus. Her responsibilities included regional alumni programming, special development initiatives and administering the University of Toronto (Hong Kong) Foundation. A UofT graduate (B.A. and M.A., History), Krista has also studied at the Chinese University of Hong Kong and the United Nations University in Amman, Jordan.
Annual
Fund Appeal
Asian Prospecting - Expanding Horizons - Prospect
Identification in Asia.
Capital Campaigns and Major Gifts - Case Study - University
of Toronto.
Etiquette Guide for Asia - Overview to help you with
international relations.
Passport Asia-Pacific. Presentation
on some of the cultural do's and don't when working in the Asia
Pacific region.
Philanthropy Australia Conference Report.
Planned giving brochure funded by
a bequest. |
| Adam E. Smith, Manager, Annual Fund, University of Toronto |
|
I
have been working in fundraising for my entire professional life.
Like so many, I started working as a student caller for my alma
mater, Brock University, and never looked back. From Brock I moved
to the west coast to work with the development team at UVic, after
which I moved back to Ontario and spent a brief stint at a health
foundation. Now I work at the University of Toronto as Manager
Annual Programs (Interim).
Telefund -
Training
Video All the
benefits of call monitoring.
Telefund -
Training Video. Gum chewing and calling don't always mix.
Telefund -
Training Video (PG-13) Hip Hop Style.
Telefund - Another video. Telefund supervisor explodes because of
aggravation caused by various interruptions at the start of the evening's calling session. Part 1, Part 2 (Part 2 contains explosion). |
| David J. Smith, Manager, BYU Telefund/Donor Liaison, LDS Foundation at Brigham Young University |
|
David J. Smith of Provo, UT graduated from
BYU in August 2002 as a triple major in English, Japanese,
and Humanities. He has worked with the
LDS Foundation @
BYU for 4 1/2 years, spending the last two managing the
university's call center. He greatly enjoys working with his 70
student employees and
BYU's alumni and friends. Hiring and Evaluation
Attendance Policy and Procedures,
Exit
Interview,
Interview
Sheet,
Leadership Application,
Leadership Interview
Code of
Ethical Conduct,
Confidentiality and Conduct Policy
Email
Confirmation
Mentoring Checklist for New Callers
Phone Application Packet,
Student Leadership Weekly Evaluation
Sample Forms -
Phone Call Quality Assurance Form,
Phone
Interview Form
Scripts -
Lapsed Donor,
Parents,
Thank You |
| Deborah Snyder, Development Research Analyst, Lehigh University |
|
List
of Banner Users |
| Dori Sonntag, Associate Director, Annual Giving, Gonzaga University |
|
Dori
Sonntag graduated from Gonzaga University in 1997 with a BA in
psychology and minor in business administration. She has worked at
GU since 1998 and manages the Telefund, Reunion Giving program,
Young Alumni program and Matching Gift Corporate Representative
program. Dori also has a MA in Counseling Psychology from GU.
Label Mailing -
Letter,
Envelope
Young Alumni -
President's Council Card,
President's Council Letter |
| Mandy Speaker, Assistant Director of the Annual Fund, University of New England |
|
Athletic Appeals -
Lacrosse,
Varsity
Reunion Appeals and Letters -
Fall Appeal,
Reunion
Ask,
Additional Ask,
Appeal Letter,
Thank You Letter |
| Jim Spencer, Coordinator of the Annual Fund at Rowan University |
|
Jim
Spencer has been the Coordinator of the Annual Fund at Rowan
University since August, 1999.
Jim “Spence”
Spencer has been working in the non-profit field since 1981. A
graduate of Clarion University and Villanova University, Spence is
the Coordinator of the Annual Fund at Rowan University in Glassboro,
NJ. He has over 20 years of fundraising experience.
Scripts -
Pledge
Reminder,
Spring
Thank You,
Fall Thank
You |
| Kelly Spencer, Associate Director of Advancement Services, University of Alberta |
|
Kelly Spencer recently joined the Advancement Services team at the
University of Alberta as Associate Director. Kelly is responsible for leading the Advancement Information Services team to ensure effectiveness in the areas of network administration, information production and reporting, and designing and providing technical solutions to the advancement community. |
| Catherine Spickard |
|
Catherine
Spickard was Executive Director of Development Services at the University of
Michigan. She oversaw the intake, recording,
distribution and reporting of all gifts to the University of
Michigan including securities, which usually number more than
180,000 transactions amounting to about $260-$300 million per year
and was also responsible for managing Alumni and Donor records.
Catherine served as a faculty member at the 2006 CASE Annual
Conference for Senior Advancement Services Professionals and as
Chair of the 2006 and 2007 CASE Gift Processing and Alumni Records Workshops.
Cathy passed away on January 11, 2013.
A Well Run Shop. Presentation on best
practices in gift and records administration.
Crisis Planning.
Presentation on crisis planning and business continuity for
Advancement Services.
Ethics -
Ethics and Accountability in Advancement
Gift Processing -
Best Practices in Gift Processing
Gift Processing Workshop Presentation
IRS Rules and Regulations.
Part 1,
Part 2.
Security.
Presentation on practical approaches to securing constituent
information. |
| Kathy Spring, Director of Annual Giving & Alumni Relations Jackson Community College |
|
Kathy
Spring has served as the Director of Annual Giving and Alumni
Relations at Jackson Community College, Jackson, Michigan, since
2004. Previously, she worked in Marketing and Development at Ella
Sharp Museum in Jackson, where she directed the annual
fund and completed two successful, capital campaigns. She has over
13 years of fund development experience.
Policies -
Awards Nomination Process |
| Jennifer Spuehler, Director of Development at the Illinois Mathematics and Science Academy (IMSA) |
|
Jennifer
Spuehler is currently the Director of Development at the Illinois
Mathematics and Science Academy (IMSA) in Aurora, Illinois. IMSA is
residential college preparatory program that enrolls academically
talented Illinois students, tuition free, and is funded by the State
of Illinois. She has held previous positions at Lewis University in
Romeoville, Illinois, the University of Chicago, and the Illinois
Institute of Technology.
Sample Forms -
Generic Gift Card |
| Kate Stano, Assistant Director of Annual Giving, Office of College Advancement, Connecticut College |
|
Games People Play - Summary Compiled from Fundlist Posting
on Telemarketing Games |
| Jolanne Stanton |
|
Jolanne
Stanton, a Principal with the consulting consortium
eAdvancement.org, works with both non profit institutions
and companies to build their constituent/customer communities
through strategic planning, project and product development and
integrated communications programs.
Beyond the Affinity Portal. The future of advancement online.
Creating a Strategic Online Plan. Considerations in
creating a strategic online plan. |
| Laurie Staton, Director, Foundation Relations, Westminster College |
|
Sample Forms
Foundation Prospect Research Checklist -
Office of
Foundation Relations at Westminster College
Foundation
Strategy Worksheet -
Office of
Foundation Relations at Westminster College
Foundation Web Research Checklist -
Office of Foundation
Relations at Westminster College |
| John Starritt, Director of Advancement Services, Colorado School of Mines |
|
John has been the Director of Advancement Services since
1992 and previously worked in the Annual Fund.
Favorite
reports. Contributor of some of the favorite reports.
Sub-Reports.
Saving yourself time and effort in report development by using
sub-reports.
Working with Annual Fund |
| Lauren Steinberg Assistant Director, Annual Giving, The Pennsylvania State University |
|
Lauren
Steinberg is the assistant director of annual giving at the
Pennsylvania State University. She coordinates programs that focus
on recent graduate giving, student awareness, and e-communications.
Prior to her current position, Lauren spent four years as a
fundraiser for the American Lung Association.
Creating a Culture of Philanthropy on Your Campus
Encouraging
Recent Graduates to Maximize Their Giving
Exploring eOpportunities for Annual Giving Success |
| Carrie Stephens, Assistant to the Alumni Director, Evergreen State College |
|
Carrie has been with the Office of College Advancement at TESC since
2001. During that time she has worked in gift processing, prospect
research and alumni relations, at one time being the sole interim
support for the Alumni Office (FY03).
Releasing
Alumni Information. Sample policy on releasing alumni
information. |
| Mark Stewart, Development Assistant, Northwest Missouri State University |
|
Mark
Stewart has been working with the Northwest Foundation Inc. since
August of 2004. He works primarily with coordination and
implementation of the Annual Fund which includes the phonathon,
while also taking part in some major gift work.
Sample Forms -
Call Report |
| Jenna Stone, Associate Director of Annual Giving, Lawrence University |
|
Lawrence
University is a small, private liberal arts college. The
Lawrence phonathon calls October 1 - June 30 each year, employing
25-30 students to contact more than 10,000 alumni, parents, and
friends. For additional information, contact Jenna Stone '00, associate director of annual giving, at [email protected].
Class
Agent Timeline
Hiring and Evaluation -
Caller Evaluation Form,
Phonathon Manager Application,
Phonathon Staff Policies
Script -
September 11 Objections |
| Michael Stoner, President, mStoner.com |
|
During
his 25-year career as a communicator and consultant, Michael has
served more than 100 education institutions, nonprofits, and
businesses on three continents. He is recognized as an authority on
how institutions can use the Internet and the Web to communicate
effectively with their constituents and how they can effectively
integrate communications across channels. Michael published his first email newsletter in the late 1980s and since the early 1990s has concentrated on how the Internet and the Web have changed the way people communicate and how institutions can respond to those needs. He has worked with more than 70 colleges, universities, independent schools, and not-for-profit organizations on Web development initiatives, ranging from developing institution-wide Web strategies to leading Web site development projects. Michael has spoken at hundreds professional conferences (CASE, NACAC, UCDA, and the College Board, plus many others) and leads seminars on developing and using new media in institutional marketing and communications. He is currently writing a book on Web strategy for colleges and universities and has authored book chapters for CASE and Open University Press books. His articles have appeared in CASE Currents, the College Board’s On Target and The College Board Review, and NACAC’s Journal of College Admission, among others. Michael’s experience as a communicator includes media relations, PR, marketing, and publications. Until October 2001, he led the new media practice at Lipman Hearne. He also served as vice president of Halstead Public Relations in New York; director of communications at the Woodrow Wilson School at Princeton University; director of the office of publications services at the College Board; and associate director of university publications at Lehigh University.
Web Strategies. mStoner's New Rules for Creating and
Maintaining a Great Website. |
| Vicki J. Stouffer, Director of Annual Fund & Constituent Relations, Gilmour Academy |
|
Samples -
Pledge Insert 1,
Pledge Insert 2 |
| Charlene St. Vil, Director of Annual Giving, St. Francis College |
|
Charlene St.Vil joined St. Francis College in July 2011 as Director
of Annual Giving, to oversee and grow the college’s $1 million+
Annual Fund.
Christmas Holiday Appeal. A new approach for bi-monthly
appeals in fiscal year 2012-13 included: the use of photos on the
outer envelope; vibrant, full-color pictures on the letterhead,
consistent branding throughout the appeal, increased segmentation
and the inclusion of low-cost premiums. The 2012 SFC Christmas
Appeal generated one of the highest responses to date, raising close
to $200,000. |
| Kristin Sullivan, Senior Associate Director of Donor Relations, Carnegie Mellon University |
|
A native Pittsburgher, Kristin has been
at Carnegie Mellon for ten years. Starting by stewarding annual fund
donor, she later worked with major gift donors creating a robust
stewardship program and coordinating special events for cultivation
and recognition. Recently Kristin has taken on the role of stewarding Carnegie Mellon’s largest donors, working closely with senior gift officers to create individual stewardship plans for million dollar donors. She is a graduate of the University of Pittsburgh and holds a teaching certification in elementary education.
Stewardship -
Million Dollar Donors |
| K. Harvey Summers, Gift Income Coordinator, A.T. Still University of Health Sciences |
|
Gift Processing - Presentation explaining the basics of gift
processing to development staff. |
| Carissa Sutherland, Assistant Director, College of Charleston Fund, College of Charleston |
|
Carissa
Sutherland is the Assistant Director of the College of Charleston
Fund and the Director of the 1770 Society at the College of
Charleston in Charleston, SC. She manages the leadership giving
society, all direct mail, faculty/staff campaigns, personal
solicitations, and reunion/class agent giving. Carissa has more than
4 years of service with the College of Charleston Fund.
Young
Alumni Renewal Letter |
| Jenny Szewiel, Annual Giving Officer (Telethons) at the University of Bristol |
|
Jenny
Szewiel is the Annual Giving Officer (Telethons) at the University
of Bristol in the UK. She manages all aspects of the Telethon
campaign, which employs 45 students, and is passionate about working
with young people. Prior to academic fundraising she worked in face-to-face fundraising for clients such as Friends of the Earth, UNICEF and Amnesty International. She has a BA in English and an MA in Gender Studies from the University of Southampton, and is also a practicing life coach.
Samples -
Pledge Reminder
Telemarketing Recruitment Advertisements -
1,
2,
3,
Web Advertisement. |
|
T |
| John Taylor |
|
John
is principal for Advancement Solutions, and Vice President for
Advancement Services Consulting and Education at RuffaloCODY, whose
corporate headquarters are located in Cedar Rapids, Iowa. John
operates out of Decatur, Georgia. He assumed these new positions in
December 2004. He holds a BA in Mass Communications and
Socio-Political Change from Vanderbilt University, and a Certificate
in Nonprofit Management from Duke University. Before coming to
RuffaloCODY, John was the Vice President for Research and Data
Services at CASE – a position he held from its inception in late
2002. Prior to that John served as the Director of Alumni &
Development Records at Duke University. In 1987, he joined Duke as
the Manager of University Payrolls and assumed the advancement
position in 1988. During his tenure as director, John guided Duke’s
advancement services processes to an industry benchmark of
efficiency and accuracy. John is published, including being the consulting editor of the CASE Management and Reporting (3rd edition), editor of the CASE best seller Advancement Services: Research and Technology Support for Fund Raising, a contributing editor for the 3rd edition of CASE’s Handbook of Institutional Advancement, and numerous articles in “The Major Gift Report,” “Chronicle of Philanthropy,” and “Currents,” and is consulted frequently by other authors regarding charitable gifts and gift tax-related issues. He has spoken at hundreds of conferences across the country, receiving the CASE Crystal Apple Award for outstanding teaching, and has been the Chair for the CASE Summer Institute in Advancement Services. He was the Vice Chair for the CASE Committee involved in reviewing and rewriting the CASE Management & Reporting Standards. John consults for educational institutions, foundations, and other non-profit organizations focusing on the areas of systems, policies and procedures, IRS and accounting regulations, board development, alumni relations and general advancement issues. Advancement Solutions.
Accepting
Nonstandard Gifts.
Advancement Services. Discussion of advancement services as
the cornerstone for advancement.
ePhilanthropy Strategies.
Strategies, results, analysis.
Gift Processing, Beginning to End
It's All About the Data -
The ABCs of Building & Maintaining Robust Databases
No Peeking
- Privacy and Information Protection Policies
Seven Questions/Considerations for your Data Mining Efforts
Who Can Make a Pledge - And Who Can Pay it Off? |
| Lora Teliha, Assistant Annual Fund Director, University of Indianapolis |
|
Job Description -
Phonathon Intern |
| Tamara D. Tesch, Stewardship and Compliance Officer, University of St. Thomas |
|
I
am the Stewardship and Compliance Officer (fancy wording for
internal legal counsel) for the University of St. Thomas in St.
Paul, MN. I have been at the university in this position for four
years. Previously, I worked at the university in the planned giving
department.
Policies -
Endowment Agreement |
| Kevin Thomas, Consultant with the Maquila Solidarity Network in Toronto |
|
Kevin
Thomas is a consultant with the Maquila Solidarity Network in
Toronto. The Maquila Solidarity Network works to promote labor
rights both overseas and here in Canada through a mix of grassroots
protest, corporate engagement, lobbying, research, and policy
initiatives. Mr. Thomas was instrumental in developing the first
Canadian university licensee Code of Conduct at the University of
Toronto and regularly advises companies, governments, universities
and other public institutions on development and implementation of
policies to improve worker rights in modern supply chains. He is
involved in developing federal policy with the Ethical Trading
Action Group, a coalition of national faith, labour,
non-governmental and student organizations committed to improving
worker rights in the global apparel industry.
No Sweat: Review of Canadian Universities and School Boards
(Presentation)
No Sweat: Review of Canadian Universities and School Boards
(Review) |
| Diane Thompson, Assistant Director of Development of the Annual Fund at Albany Law School |
|
Diane
Thompson is the Assistant Director of Development of the Annual Fund
at Albany Law School. She began her development career at her alma mater, The Sage Colleges, where she served for seven years, first as assistant director of annual giving, then as associate director, and finally as director of annual giving before moving to her current position.
Samples -
Faculty
Staff Flier,
Reunion Postcard 1,
Reunion Postcard 2,
Solicitation Letter to Businesses,
First Solicitation Mailing to New Graduates |
| Carol McConaghy Thorp, Senior Applications Consultant, SunGard BSR |
|
Carol
McConaghy Thorp is a nationally known expert in prospect research
and management and in the strategic use of data and technology for
fundraising. Having been in the field since 1988, she has served on
both the New England Development Research Association (NEDRA) and
Association of Professional Researchers for Advancement (APRA) Board
of Directors. At BSR, Carol is a Senior Applications Consultant,
serving clients with data conversions, prospect tracking
facilitations, project management and operational assessments. Carol
also provides strategic management services for data management and
integration of data from prospect screening sources. |
| TicketPrinting.Com |
|
Charity Badge - A Small Widget to Get You Donations.
7 Tips for Success for Your Charity Badge.
Online Fundraising - Online Tools and Getting Them to Work
for Your Organization.
Part 2,
Part 3,
Part 4,
Part 5,
Part 6.
Search Engine Optimization -
Part 1,
Part 2,
Part 3,
Part
4 |
| Thomas Tran, Document Systems Analyst, Division of University Advancement at the University of Toronto |
|
Thomas Tran has worked at the University of Toronto for 4 years.
During this time, he has assisted in the implementation and
maintenance of the document imaging system in the Division of
University Advancement.
Document Imaging Sizing |
| Amy Turner, Assistant Director of Annual Giving, Rider University |
|
Amy began her career in fundraising in 1999 at Princeton University
in the Office of Annual Giving. She has been the Assistant Director
of AG at
Rider University
since August, 2002 during which time she served 4 months as Acting
Director of the department.
Caller
Evaluation of Telefund Program
Caller
Training Manual |
