Home  |  About & Contact Us  |  News on the Blog  |  Job Postings  |  Search  |  Site Map  |  Consulting & Sponsorships  |  Register

Content Contributors

   Free resources for those supporting fundraising. Samples, white papers, best practices, job
    board and more. Sustained by your enthusiasm, expertise and contributions of content.


Job Postings

  Contributors. Contribute Content

Contributors"I hold every man a debtor to his profession; from the which as men of course do seek
to receive countenance and profit, so ought they of duty to endeavor themselves by way
of amends to be a help and ornament thereunto."

Francis Bacon.1561-1626, Maxims of the Law. Preface.

Thanks to all of you who are making this site possible.

Contributors to SupportingAdvancement.com ...
All Contributors


ABARIS Consulting
ABARIS Consulting is a progressive and innovative consulting firm dedicated to providing high-level consulting services to the non-profit sector – services based on the value system present within the non-profit environment.

Our approach is as unique as it is dynamic. Not only are we dedicated to delivering the right solution; we’re also committed to developing the right process to get there. Ultimately, we’re dedicated to growing great non-profits through applied knowledge, which leads to better decision making, improved stakeholder involvement and true success.

Supportingadvancement.com Board Evaluation Tool

Supportingadvancement.com Board Recruitment Profile
Supportingadvancement.com Strategic Planning. Effective strategic planning is critical to your organization's success. Have a look at this paper and see if your strategic plan is what it needs to be.
Semere-ab Abiyo, Associate Director, Restricted Funds Accounting, University of Toronto
Email AddressSupportingadvancement.com Managing Donations - Presentation for institutional staff or business officers on the basics of managing donations.
Kristin M. Akervall, Assistant Director of Annual Giving at Willamette University
Email AddressKristin M. Akervall, Assistant Director of Annual Giving at Willamette University, graduated magna cum laude from Willamette with a Bachelor of Arts degree in Anthropology. She returned to work at her alma mater in 2005 and currently oversees the Class Agent Program at Willamette.

Supportingadvancement.com Class Agent Timeline
Steve Alb, Director of The Book Store at Western, Books Plus, Campus Computer Store and Graphic Services
Email AddressSteve Alb is the Director of The Book Store at Western, Books Plus, Campus Computer Store and Graphic Services and is responsible for administering the license and trademark at the University of Western Ontario. He started at The University in 2001 and previous to that was the District Manager at Chapters/Indigo. Steve has 22 years of experience in retail including sporting goods. In 2002, The Book Store at Western was recognized by publishers as Campus Bookstore of the Year.

Supportingadvancement.com Licensing 101
Laurel Alden, Manager, Gift Administration and Prospect Management, University of California Irvine
Email AddressSupportingadvancement.com Surveys - Benchmarking Gift/Bio-Demographic Data Entry Activities
Erin Allen, Director of Annual Giving, University of South Dakota
Email AddressErin Allen is the Director of Annual Giving at the University of South Dakota Foundation. She manages a 13 station automated Phone Center which calls 6 days a week. "Playing at work is important for our student employees. They have so much to worry about with school, that we want them to have fun at work."

Supportingadvancement.com Phone Center Games
Lindsay McCammon Allen, Development Specialist, David Eccles School of Business
Lindsay graduated from the University of Utah with a degree in Communication.  Her primary responsibilities include phone-a-thon, mail and web-based solicitation development and coordination for the David Eccles School of Business.

Email AddressSupportingadvancement.com E-solicitation
Kristal K. Amador, Director of the Annual Fund, Midwestern State University
Email AddressKristal K. Amador, director of the MSU Annual Fund, received her Bachelor of Arts degree in Mass Communications and a minor in Public Relations at Midwestern State University (MSU) in 1997. Ms. Amador began the MSU Annual Fund, the first mass fundraising program in the university's history, in 2003. Bring the alumni participation from 1.1% in 2002 to 8.1% in 2005.

Supportingadvancement.com Matching Gifts - Request, Reminder, Acknowledgement, Thank You
Sharon Ammons, Director Annual Giving, The University of Memphis
Email AddressI am the Director of Annual Giving for The University of Memphis. I run phonathon & direct mail programs. I am currently working on my MBA. My undergrad degree is in Public Relations from Middle Tenn. State Univ. I earned my CFRE last year.

Supportingadvancement.com Annual Fund Planning Calendar.
Supportingadvancement.com Do Not Call Letter.
Supportingadvancement.com Phone Call Survey Card.
Glenda L. Anderson, Director of Advancement Services, Texas A&M University-Commerce
Email AddressSupportingadvancement.com Job Descriptions - Coordinator of Gift Processing, Director of Advancement Services.
Amber Asbjornsen, Phonathon Coordinator, Western Washington University Foundation
Email AddressAmber is the Phonathon Coordinator for Western Washington University. Once a phonathon caller and manager herself, she graduated from WWU with a degree in English in 2002 and has been working for the WWU Foundation for two years.

Supportingadvancement.com Hiring - Caller Evaluation of Telefund, Group Interview Questions

Supportingadvancement.com Training - Phonathon Survival Guide, Script Writing Workshop
Lisa Ashworth, Assistant Director of Alumni Relations and Annual Giving, Earlham College
Email AddressHaving worked in Higher Education for 6 years, Lisa Ashworth has spent the past year and a half working for Earlham College as an assistant director of alumni relations and annual giving. Her passion in working with college students has continued since her days of working as a resident director. The phonathon program at Earlham provides her with yet another type of relationship with college students that she enjoys.

Supportingadvancement.com Caller Application Form
Association Xpertise Inc.
Email AddressAssociation Xpertise Inc. (AXI) is a Calgary-based company serving the Canadian association community.

Launched by association expert Wayne Amundson, AXI delivers a wide range of services to meet
the needs of associations a non-profits across Canada.

Supportingadvancement.com Privacy Principles. To assist you in all aspects of privacy.
Cindy Avery, Cougar Pride Program Coordinator, University of Houston
Email AddressSupportingadvancement.com Samples - First Gift Postcard.
Françoise Aylmer, Associate Vice President for Development, California State University, San Bernardino
Email AddressFrançoise 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.

Supportingadvancement.com Employment - Development Activity Benchmarks


Lois Badey, Director of Annual Giving, Randolph-Macon College
Email AddressI 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
Email AddressLindsey 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

Supportingadvancement.com Benchmarking Annual Fund - List of statistics and questions for benchmarking annual fund.
Supportingadvancement.com Class Agents - Handbook, job description with volunteer form and recruitment letter.
Supportingadvancement.com Planning - Annual Giving Direct Mail Checklist.
Supportingadvancement.com 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
Email AddressSupportingadvancement.com Parent Appeal Letters - Spring, Final
Sarah Barton, Director of Annual Fund, Ohio Valley University
Email AddressSarah 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.

Supportingadvancement.com Samples - Pledge - Beginning of Pledge, Pledge Update, End of Pledge
Sasha Bateman, Annual Fund Associate, McGill University
Email AddressSupportingadvancement.com Evaluations - Caller Evaluation, Coordinator Evaluation, Supervisor Evaluation
Wendy Baverstock, Research Manager, Action Planning
Email AddressWendy Baverstock is the Research Manager for Action Planning, a leading UK consultancy which specialises in advising the not-for-profit sector.

Supportingadvancement.com Job Ad for Volunteers
Supportingadvancement.com Prospecting in Hong Kong
Lynne Becker
Email AddressLynne 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.

Supportingadvancement.com Ethics: A New Paradigm for a Modern Age
Supportingadvancement.com Gutsy Leadership
Supportingadvancement.com Strategic Planning: Tools You Can Take Home With You
Supportingadvancement.com The Anatomy of a Donor Relations System, Presentation
Supportingadvancement.com Tips and Tricks on Working With or Being a Consultant
Supportingadvancement.com Using Technology to Empower Communities
Meredith Berg, Phonathon Coordinator, North Park University
Email AddressMeredith 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.

Supportingadvancement.com Donor Card
Supportingadvancement.com Job Descriptions - Phonathon Supervisor, Phonathon Supervisor Duties
Supportingadvancement.com Phonathon Caller Feedback

Supportingadvancement.com Phonathon Objections Responses, Objections Worksheet
Supportingadvancement.com Phone Interview Questions
Supportingadvancement.com Sample Forms - Parent Information
Emily Bersin, Annual Fund Coordinator/Phonathon, Emerson College
Email AddressEmily 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
Email AddressBrett 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
Email AddressSupportingadvancement.com Samples - Parent Letter with Giving Form and Honor Roll Permission
Emily Bourke, Assistant Director of annual Giving, Samford University
Email AddressI 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.

Supportingadvancement.com Training - Caller Training Presentations Part 1 and Part 2.
Joshua P. Bowerman, Director of Major & Planned Giving at Austin College
Email AddressI'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.

Supportingadvancement.com 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
Email AddressSupportingadvancement.com Stewardship Plan
Joe Don Bradley, Director of Gift Records, Baylor College of Medicine
Email AddressSupportingadvancement.com Sample Form - Gift in Kind Form
Rebecca Bramlett, Associate Director of Annual Giving, The University of North Carolina at Chapel Hill
Email AddressRebecca 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.

Supportingadvancement.com Senior Class Giving - Brochure, 2, Handbook, Letter, 2, Poster
Supportingadvancement.com Student Giving Planning - Fiscal year operating plan for student giving program.
Kelly M. Brant, Associate Director, Purdue Telefund
Email AddressKelly 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.

Supportingadvancement.com Student Manager Checklist
Supportingadvancement.com Student Manager Personnel Policies
Beth Gardner Braxton, Director of Annual Giving, UNC-Chapel Hill
Email Address
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.

Supportingadvancement.com 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.

Supportingadvancement.com Non-Alumni Strategies
Supportingadvancement.com Staffing and Justification Strategies - Identifying Opportunities for Growth
Supportingadvancement.com Young Alumni Strategies: Welcome to the Pipeline
Shawn Briggs, Director, Parents & Grandparents Campaign, Vanderbilt University
Email AddressSupportingadvancement.com Parents and Grandparents Newsletter
Carolyn H. Brown, Vice President for Institutional Advancement at Barton College
Email AddressCarolyn 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.

Supportingadvancement.com Policies and Procedures - Naming of Facilities and Programs
Christine Brown, Director Career Services and Alumni Relations, Kendall College of Art and Design
Email AddressChristine 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.

Supportingadvancement.com Alumni Board Job Descriptions
Gayemarie Brown, Senior Manager with Deloitte
Email AddressGayemarie 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.

Supportingadvancement.com Enterprise Content Management - Lessons Learned
Nancy Brown, Executive Director, Winona Health Foundation
Email AddressNancy 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

Supportingadvancement.com Policies - Gift in Kind Acceptance.
Supportingadvancement.com Sample Form - Gift in Kind.
Nancy Bryant, Director of Advancement Information Systems, Washington & Jefferson College
Email AddressNancy 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

Supportingadvancement.com 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

Supportingadvancement.com Policies - Reunion Gift Counting
Tammy Burkhardt, Information Resources Manager, College Relations for Reed College
Email AddressSupportingadvancement.com Extensive Gift Processing Flowchart
Daniel J. Burns, Esq., Director, Executive Search, Campbell & Company
Email AddressFounded 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.

Supportingadvancement.com What To Do 'Till the Headhunter Calls
Terry Burton, Founder, Dig In Research
Email AddressTerry 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
Supportingadvancement.com Donors Like the Tunes as Endowment Grows - Stewardship Strategy to Help you Grow Your Endowment
Supportingadvancement.com Endowed Chairs, Essence of Implied Stewardship, Part 1, Part 2, Part 3
Supportingadvancement.com Entitlement or Need. $100 million naming rights. Mile high expectations or just a fishing trip.
Supportingadvancement.com Evolving Naming Strategies.
Supportingadvancement.com Going Forward With Major Gift Asks.
Supportingadvancement.com Introduction to Stewardship.
Supportingadvancement.com Motivating the Money Givers.
Named Gifts Activity Surging.
Supportingadvancement.com Named Gifts Report.
Supportingadvancement.com Naming.
Business school to go unnamed after receiving $85 million gift.
Supportingadvancement.com Naming Rights. Good overview of Terry Burton's new book, Naming Rights: Legacy Gifts and Corporate Money.
Supportingadvancement.com Naming Trends. Presentation on some emerging trends in naming opportunities.
Supportingadvancement.com $100 Million Dollar Gifts.
Several generous philanthropists get people thinking about something good.
Supportingadvancement.com Spreading the Wealth. Trends in Philanthropy.
Supportingadvancement.com Stewardship is More Than a Thank You Letter

Supportingadvancement.com Telecom Business Rivalry Heats up with $30 Million Bell Lightbox Naming Deal
Supportingadvancement.com 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.

Supportingadvancement.com Closing the Fact Gap:
The Intersection of Information, Action, and Accountability.
J. Travis Byrd, Assistant Director of Annual Giving, Telefund Coordinator, Radford University
Email AddressTravis 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.

Supportingadvancement.com Caller Zone Evaluation Used for Call Monitoring


Robert M. Caldwell, Director for Advancement and External Relations at Hebron Academy
Email AddressRobert 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.

Supportingadvancement.com Pledge Commitment Letter
Supportingadvancement.com Statement of Understanding
Joseph F. Calger, Associate Vice President and Chief Information Officer, University Relations - Information Services, Case Western Reserve University
Email AddressJoseph 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:
Supportingadvancement.com Add a Proposal, Add a Prospect, Report Request, Research Request
Courtney A. Capizzo, Associate Director of Reunion Programs, Rhode Island School of Design
Email AddressSupportingadvancement.com Surveys - Post Reunion Event Survey
Alexis Carter-Black, Coordinator of Grants and Contracts at Oklahoma City Community College
Email AddressAlexis 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 GrantsSupportingadvancement.com Getting Grants - Proposal Writing Basics
Supportingadvancement.com Grants Management Procedures
Supportingadvancement.com Grant Partnership Etiquette
Supportingadvancement.com Grant Registration and Approval Form

Supportingadvancement.com Six Secrets of a Successful Grants Office
Sara Chancellor Case, Director of Annual Giving, Lycoming College
Email AddressSupportingadvancement.com Sample Forms - Tally Sheet
Supportingadvancement.com Script - Thank You
Mary Ellen Caskenette, Manager, Document Systems, University of Toronto
Email AddressSupportingadvancement.com Privacy Audit Questionnaire.
Supportingadvancement.com Privacy Recommendations.
Supportingadvancement.com Sample File Plan.
Supportingadvancement.com Sample File Retention and Disposition Schedule.

Supportingadvancement.com 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
Email AddressSharon 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

Supportingadvancement.com Home Loans Canada: Affinity Mortgages
Jen Castellani, Annual Giving Officer, Cedarville University
Email AddressSupportingadvancement.com Employment - Phonathon Caller Contract, Phonathon Confidentiality Agreement, Student Caller Job Description.
Supportingadvancement.com Phonathon - Phonathon Bingo, Phonathon T-Shirt, Phonathon Training Manual, Phonathon Training Presentation
Michelle Catlett, Director of the Coe Fund, Coe College
Email AddressMichelle 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.

Supportingadvancement.com Samples - Matching Gift Letter
ccbeard and associates
Email AddressCarl 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.

Supportingadvancement.com Guide to Working With a Prospect
Chuck Chan, Manager of Trademark Licensing and Brand Development, University of Toronto
Email AddressA 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.

Supportingadvancement.com Licensing 101
Maryellen Charbonneau, Director of Annual Giving, Northern Michigan University
Email AddressSupportingadvancement.com Fundraising Newsletter.
Debby Charron, Director of Development Services for the National Foundation for Centers for Disease Control & Prevention
Email AddressDebby 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.

Supportingadvancement.com Sample Forms - Data Request Form
Frank Chudnow, Vice President of SofterWare Inc.
Email AddressFrank 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
Email AddressSupportingadvancement.com Phonathon Supervisor Interview Questions
Susan Clough, Office Manager/Assistant Director, Northfield Mount Hermon School
Email AddressSupportingadvancement.com Sample Forms - Pledge Form
Corina Lynn Coles, Northampton Community College
Email AddressSupportingadvancement.com Annual Giving Pyramid
Supportingadvancement.com Pledge Management Policy

Supportingadvancement.com Pledge Reminder Letter
Supportingadvancement.com 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.

Supportingadvancement.com Science of ROI Behind Art of Frontline Fundraising
Jodi Collins, Assistant Director, Financial Services Georgia Southern University
Email AddressSupportingadvancement.com Job Description - Development Accountant.
Jennifer Conboy, Assistant Director of Advancement Electronic Communications, Boston College
Email AddressIf you have any questions, please send them to Jennifer Conboy, Assistant Director of Advancement Electronic Communications, Boston College.

Supportingadvancement.com Competition - Good piece on how you can compete with giving participation
Alysia Conklin, Assistant Director of Annual Giving, Creighton University
Email AddressAlysia 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.

Supportingadvancement.com 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
Supportingadvancement.com Survey - Alumni Relations and Annual Giving Survey
Phyllis Cooke, Director of Annual Giving, University of Georgia School of Law
Email AddressPhyllis 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.

Supportingadvancement.com Samples - Direct Mail Appeal, Pre Phonathon Postcard
Jennifer Cooper, Executive Director of Development Operations, Vanderbilt University
Email AddressSince 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.

Supportingadvancement.com Overview of Peer Screening.

Supportingadvancement.com Prospect Screening Checklist.
Ron Coscia, Principal, Conversion Professionals
Email AddressRon 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.

Supportingadvancement.com Using a Consultant
Elizabeth McKenna Cozart, Assistant Director of Direct Marketing, The University of North Carolina at Chapel Hill
Email AddressElizabeth 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
Email AddressFrancine 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).

Supportingadvancement.com Direct Mail - Cutting Mail Costs While Increasing Revenue, Direct Mail and E-mail Solicitation Production Schedule

Supportingadvancement.com Direct Mail Results - 4 Year Comparison, 2, Results by Segment
Supportingadvancement.com Policies - Appeal Policy
Supportingadvancement.com Sample Forms - Appeal Request Form, Gift Form, Pledge Card
Luanne Currie, Director of Advancement Services, University of Alberta
Email AddressLuanne 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.


Laurent (Lo) de Janvry, Associate Director, Strategic & Direct Marketing, University of California Berkeley
Email AddressA Series of Presentations Demonstrating Modeling, Surveying and Data Analysis Techniques

Supportingadvancement.com Annual Giving Samples
Supportingadvancement.com Data Tools for Annual Giving
Supportingadvancement.com Predictive Modeling for Organizational Effectiveness

Supportingadvancement.com Market Research - Students' Awareness, Attitudes & Perceptions About Development & CAA
Supportingadvancement.com Market Research - Why Alumni Do - and Do Not - Give
Supportingadvancement.com Market Research - Younger Alumni
Brendan Dellandrea, Manager, Website Implementation and Training, University of Toronto
Email AddressSupportingadvancement.com 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
Email AddressIn 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.

Supportingadvancement.com Dinner With 12 Strangers. Good young alumni engagement piece centering round small events. Brendan Dellandrea and Jonathon Cheevers also helped.
Supportingadvancement.com 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
Email AddressAnn 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.

Supportingadvancement.com Reunion: A Time to Solicit "Spike" Gifts for Alumni
Elizabeth Dollhopf-Brown, Director of the Marquette Fund, Marquette University
Email AddressSupportingadvancement.com Job Description - Fund Officer.
Michael Dotson, Director of Advancement Services for Florida Institute of Technology
Email AddressSupportingadvancement.com Reporting - Reporting 101 - Reporting Using Raiser's Edge 7
Brian Dowling, Principal and Founder, SupportingAdvancement.Com | SupportingFundraising.Com
Brian W DowlingBrian 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 Employment
Supportingadvancement.com Professional development. Strategies to help you manage your professional development.
  More With Less More With Less
Supportingadvancement.com Effective Technology Planning.
Supportingadvancement.com 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.
Supportingadvancement.com What are some strategies to help in selling your budget?
Supportingadvancement.com 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 Potpourri
Supportingadvancement.com Customer Service. Presentation on delivering memorable customer service experiences.
Listserv Etiquette. It is important to observe guidelines to keep everyone productive on listservs.
Supportingadvancement.com Rankings Up and Down.
Comments on rankings.
Supportingadvancement.com Resources. Presentation on some resources that are available to help you with your career.
Supportingadvancement.com 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.
Supportingadvancement.com The Devil is in the Details. (Customer Service.)
Supportingadvancement.com 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.
Supportingadvancement.com Vocation = Avocation. General thoughts, musings and other information on advancement services.
  Records Records
Supportingadvancement.com Community Outreach and Other Hidden Data Gems. Ideas for building your database.
Supportingadvancement.com Creative Information Strategies. Presentation on creative information acquisition strategies.
Podcast. Creative Acquisition Strategies (updated for Joint CASE and AASP programming for advancement services.)
Supportingadvancement.com 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.
Supportingadvancement.com 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
Supportingadvancement.com 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.
Supportingadvancement.com Data Management - Overarching. An encompassing approach to data management is critical to fundraising success.
Supportingadvancement.com Electronic Content Management Systems (ECM). Some considerations on implementing ECM.
  Reporting Reporting
Supportingadvancement.com A Few Resources. Here's a few resources for SQL Server, Data Warehousing, Data Mining and Data Visualizations.
Supportingadvancement.com 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.
Supportingadvancement.com 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.
Supportingadvancement.com 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.
Supportingadvancement.com Data Analytics and Reporting. Presentation - Building Your Data Warehouse - Session 1. Associated Podcast.
Supportingadvancement.com Data Analytics and Reporting. Presentation - Building Your Data Warehouse - Session 2. Associated Podcast.
Supportingadvancement.com Data Warehouse - Driving Performance With Information.
Supportingadvancement.com Data Warehouse Glossary. A brief summary of some commonly used data warehouse terms with some examples of usage in a fundraising organization.
Supportingadvancement.com 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).
Supportingadvancement.com 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).
Supportingadvancement.com Effective Information. Concepts of Information Leverage.
Supportingadvancement.com 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.
Supportingadvancement.com 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.
Supportingadvancement.com Metrics, Analytics and the Strategic Plan. How should the data warehouse design relate to the strategic plan?
Supportingadvancement.com 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.
Supportingadvancement.com 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?
Supportingadvancement.com 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.
Supportingadvancement.com Survey on Report Writing.
Supportingadvancement.com Understanding Reporting. Understanding advancement/development reporting. Podcast. Podcast 2.
Supportingadvancement.com 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.
Supportingadvancement.com 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.
Supportingadvancement.com Visual Analytics. We need to understand the use of visual analytics in our fundraising organizations.
Supportingadvancement.com Why Reporting Services? Comparisons of reporting solutions using PDF, HTML, Stand-Alone Report Writers and SQL Server Reporting Services.
  Research Revenue
Supportingadvancement.com Managing Prospects. Presentation on using your fundraising software to effectively manage your prospects.
  Revenue Revenue
Supportingadvancement.com Matching Gifts - Best Fundraising Practices. Presentation with examples of best fundraising practices for matching gifts.
Supportingadvancement.com Matching Gifts Practices. Presentation on matching gifts practices with information from the Matching Gifts Practices Surveys.
Supportingadvancement.com Matching Gifts Survey 2006. Results. Print version. Co-contributor Amy Phillips.
Supportingadvancement.com Matching Gifts Survey 2007. Results. Presentation of the results of the survey. Co-contributor Amy Phillips.
Supportingadvancement.com Matching Gifts Survey 2008. Results. Podcast with Brian Dowling and Amy Phillips. Co-contributor Amy Phillips.
Supportingadvancement.com Matching Gifts Survey 2009. Results. Co-contributor Amy Phillips.
Supportingadvancement.com Matching Gifts Survey 2010. Results. Print Version. Co-contributor Amy Phillips.
Supportingadvancement.com Matching Gifts Survey 2011. Results. Print Version. Co-contributor Amy Phillips.
Supportingadvancement.com Matching Gifts Survey 2012. Results. Print Version. Co-contributor Amy Phillips.
Supportingadvancement.com 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.

Supportingadvancement.com Soliciting Matching Gifts. The Complexities and Some Tips and Tricks on Soliciting Matching Gifts.
  Systems Systems
Supportingadvancement.com Folder Structures. Good folder structure design is critical to helping you with your productivity. (Video)
Supportingadvancement.com Fundraisers and Technology. Presentation from a webinar on the top 10 things that fundraisers should know about technology.
Supportingadvancement.com Information Systems and Data Management Practices Advisory Group.
Supportingadvancement.com New Software, New Business Models, New Fun. Upgrades to a flagship suite of software.
Supportingadvancement.com Predicting the future. iPhone Applications for Non Profits.
Supportingadvancement.com 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.
Supportingadvancement.com 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 Web Sightings
Supportingadvancement.com 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)
Supportingadvancement.com Challenge. Good example of a challenge gift at Michigan State University. (Video)
Supportingadvancement.com Climbing for Prostate. Discussion of 3rd party events and web site for a mountain climbing theme. (Video)
Supportingadvancement.com Developing and Implementing an E-Philanthropy Strategy.
Supportingadvancement.com Good Giving Pages. Good example of clarity and simplicity to reinforce messaging. (Video)
Supportingadvancement.com Grind for Kids. Overview of a good example of social media activities done by BC Children's Hospital. (Video)
Supportingadvancement.com 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.
Supportingadvancement.com 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)
Supportingadvancement.com Micro Sites and Campaigns.
Example of using a micro site for targeted annual giving. (Video)
Supportingadvancement.com Non Profits and Social Media, Revised Version. Revised Again. Presentation on how nonprofits are utilizing social media.
Supportingadvancement.com Philanthropy Timeline. Why it's a good addition to your web site
. (Video)
Supportingadvancement.com Rating Your Web Presence. Comprehensive checklist for rating your ePhilanthropy presence.
Supportingadvancement.com 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)
Supportingadvancement.com Search Engine Wars. Brief overview discussion on how various search engines perform. (Video)
Supportingadvancement.com Social Networking. Presentation and podcast on ways of doing Social Networking and Media Sharing.
Supportingadvancement.com 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.
Supportingadvancement.com Presentation on Web 2.0, 3.0 and Social Networking.
Supportingadvancement.com Web Responsibilities. Presentation on what you need to be responsible for knowing and doing on the web.
Supportingadvancement.com What are you doing with Web 2.0 Survey.
Jeffrey D. Driggs, Director, Annual Giving, University of Utah
Email AddressJeffrey 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.

Supportingadvancement.com Endowed Scholarship Proposal.
Supportingadvancement.com Proposal to Increase Annual Giving Staff Size
Supportingadvancement.com What's Your Perspective? Improving your direct mail pieces.
Robb Drury, Assistant Vice Chancellor and COO, University Advancement, UC Riverside
Email AddressRobb 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.

Supportingadvancement.com Information Requests - Output Tracking System - Overview, User's Guide.
Supportingadvancement.com Sample Forms - Tracer Card
Kimberly A. Ducharme, Assistant Director, The Clark Fund, Clark University
Email AddressSupportingadvancement.com Script - Credit Card Fulfillment Script
Jennifer Dunn, Assistant Director of Development for the Office of Annual Giving, University of California, Irvine
Email AddressBefore 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.

Supportingadvancement.com Employment - Annual Fund Caller Survey, Caller Survey, Lead Caller Survey, Staff Survey.
Supportingadvancement.com Telephone Outreach - Reasons to Make a Gift, Summary Reasons.


Debra Easter, Trademark Licensing Coordinator for Queen’s University
Email AddressDebra 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.

Supportingadvancement.com International Collegiate Licensing Association (ICLA)
Diane Easter, Director of Annual Giving at Longwood University
Email AddressDiane 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.

Supportingadvancement.com Annual Fund Calendar

Supportingadvancement.com Athletics Solicitation Letter, 2, 3, Field Hockey
Supportingadvancement.com Matching Gift Email
Supportingadvancement.com Thank You Postcard
Jessica Eaton-Bruce, Systems Manager/Annual Fund Coordinator, Washington International School
Email AddressJessica 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
Email AddressSupportingadvancement.com Sample Forms - Prospect Research Request
Rehab El-Kobtan, Assistant Director of Annual Giving, The American University in Cairo, Egypt
Email AddressI 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

Supportingadvancement.com Year End Appeals - Front, Back
John Elbare, MBA, CFP®
Email AddressJohn 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

Supportingadvancement.com Investment Policy Checklist
Ryan Elliott, Director of Advancement Services, Webster University
Email AddressRyan 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

Supportingadvancement.com Policies - Gift Solicitation and Acceptance
Supportingadvancement.com Sample Forms - Gift in Kind
Brooke J. Ellis, Annual Giving Officer and Special Events Coordinator, Gonzaga University
Email AddressSupportingadvancement.com E-solicitation - Commencement, Holiday Greeting.
Kelly Esters, Director of Foundation and Development Services, Western Illinois University Foundation
Email AddressSupportingadvancement.com Job Description - Chief Clerk


Misty Farmer, Development & Alumni Relations Officer for the UAB School of Dentistry
Email AddressMisty 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.

Supportingadvancement.com 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
Email AddressSteven 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.

Supportingadvancement.com Caller Evaluations

Supportingadvancement.com 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
Email AddressScott 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.

Supportingadvancement.com Corporate Philanthropy.
Supportingadvancement.com Final Countdown. Presentation on campaign reporting with a number of sample reports, charts and graphs.
Supportingadvancement.com Gift Acknowledgment Protocol Sample campaign gift acknowledgement protocol.
Supportingadvancement.com Gift Processing: Dotting the I's and Crossing the T's: How to Improve Efficiency and Accuracy!
Supportingadvancement.com It's All Common Work. Presentation on infusing donor relations throughout your institution.
Supportingadvancement.com Job Description - Director of Advancement Services

Supportingadvancement.com Prospect Management Before, During and After the Campaign
Supportingadvancement.com Rebuilding a Stewardship Program
Supportingadvancement.com Samples - Receipt
Supportingadvancement.com 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.
Supportingadvancement.com Stewardship Plan - A New Season of Stewardship
Derek S. Ferris, Director of Advancement Services, Olivet Nazarene University
Email AddressDerek 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.

Supportingadvancement.com Donor Stewardship Report
Gail A. Ferris, Director, Development Systems, US Holocaust Memorial Museum
Email AddressSupportingadvancement.com 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.

Supportingadvancement.com 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
Email AddressLarry 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

Supportingadvancement.com Practical Side of List Management
James Finkler, Annual Giving Officer, Pennsylvania College of Technology
Email AddressJim 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.

Supportingadvancement.com Sample Forms - Faculty Staff Gift Form, Pledge Card
Supportingadvancement.com 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
Email AddressSupportingadvancement.com Phonathon in the Age of Economic Turbulence
Linda H. Fleit, President, EDUTECH International
Email AddressLinda 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.

Supportingadvancement.com Institutional Resource Assessment - Assessing an institution’s information technology resources is increasingly necessary.
Lisa B. Fort, Director of Alumni Affairs, Brevard College
Email AddressSupportingadvancement.com Alumni event flow checklist, Event Response Card, Follow Up Event Letter.
John Foster, Development Officer - Phone, UBC Annual Giving, University of British Columbia
Email AddressJohn 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.

Supportingadvancement.com Employment - Telefund - Training Schedule, Ask Ladder Exercise, Fund Description Exercise, Rapport Building Exercise

Supportingadvancement.com Employment - Telefund - Scheduling Calling Shifts
Linda S Freed, Director of Grants and Faculty Development, University of Wisconsin, Oshkosh
Email AddressLinda Freed, Director of Grants & Faculty Development, University of Wisconsin, Oshkosh, has worked in university research and grants administration for nearly 20 years.

Supportingadvancement.com Sample Forms - Foundation Checklist
Steve Frick, Program Coordinator, University of Georgia
Email AddressSteve 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.

Supportingadvancement.com Screening for Gold in Two Different Mines
Pam Fronko, Director of Publications & Information Services, West Virginia University Foundation
Email AddressSupportingadvancement.com Planning - Campaign Communications Plan
Dana Futrell, Director, President Inner Circle, Trinity University
Email AddressSupportingadvancement.com Sample Forms - Contact Report


Susana Gajic-Bruyea, Executive Director of Advancement Services, University Relations, University of California, Merced
Email AddressSusana 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.

Supportingadvancement.com Data Essentials 360 - The Value of Having Good Data to Support Your Revenue Generating Programs.
Supportingadvancement.com Job Descriptions - Director, Annual Giving Programs, Manager, Gifts and Database Administration, Prospect Research Specialist
Supportingadvancement.com Sample File Plan
Supportingadvancement.com Sample File Retention and Disposition Schedule

SurveysSupportingadvancement.com Survey - Contactable Rates, Survey Results
Survey on how your contactable rates for constituents compare with other organizations.
Debra Garrington, Annual Fund Manager, The Evergreen State College
Email AddressDebbie 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!"

Supportingadvancement.com Caller Interview Questions
Wendy L. Gasparri, Director of Advancement Services, Rollins College
Email AddressSupportingadvancement.com Job Description - Acknowledgement Coordinator
Supportingadvancement.com 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
Email AddressSupportingadvancement.com Samples - Library Mailer to Parents, Library Reply Card
Heidi Gillis, Assistant Director of Research & Operations Greater Los Angeles Zoo Association
Email Address
Supportingadvancement.com Survey - Research's Placement in the Organization
  Results were compiled list through the beneficence of research colleagues on the PRSPCT-L listserv.
Supportingadvancement.com Sample Forms - Prospect Research Request
Jacquelyn Glasener, Executive Director of the Fresno State Alumni Association
Email Address
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.

Supportingadvancement.com Alumni Chapters Handbook

Supportingadvancement.com Job Descriptions
  Administrative Support Assistant
  Board of Directors Good Faith Guidelines
  Director of Alumni Marketing and Membership
Darlene Gooch, Assistant Director, Mail Programs, University of North Carolina
Email AddressI'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. 

Supportingadvancement.com 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
Email AddressSupportingadvancement.com E-mail Policy - Policy for mass e-mails to Alumni, Friends & Donors.
Supportingadvancement.com E-mail Preferences - Survey results for alumni email preferences.
Supportingadvancement.com 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
Email AddressSupportingadvancement.com Job Description - Program Manager - Phone Center.
Kurstin Finch Gnehm, Director of Annual Fund , Linfield College
Email AddressKurstin Finch Gnehm serves as Director of Annual Fund for Linfield College. Previous positions include Director of Advancement Services for Linfield College, Technology and Communications Manager for the Battered Women’s Justice Project, and Program Officer for the Urban Libraries Council. She holds master’s degrees from the University of Iowa and Oregon State University and a bachelor’s degree from Linfield College, and in her spare time writes “Celiac by Marriage,” a blog about living with celiac disease.

Supportingadvancement.com Annual fund thank you letter.
Supportingadvancement.com Alumni futures script: phonathon script for non-donors.
Supportingadvancement.com Athletics thank you: thank you letter for athletics fund.
Supportingadvancement.com Linfield Donor Survey: distributed with annual appeal to lapsed donors.
Supportingadvancement.com Linfield College Phonathon Team Mid-Point Survey: caller survey for middle of semester.
Kate Goldberg, Director of Advancement Services, Washington College
Email AddressI 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.

Supportingadvancement.com Planning - Cyclical Planning Calendar

Supportingadvancement.com Sample Forms - Gift Processing Form
Allison Grass, Assistant Director of Annual Giving, Eastern Washington University.
Email AddressAllison 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

Supportingadvancement.com Senior Class - Diploma Stuffer
Travis N. Gray, Senior Director of Annual Programs and Community Colleges, University of Hawaii
Email AddressSupportingadvancement.com Email Confirmation
Allison Grebe, Director of the Annual Fund, The Ethel Walker School
Email AddressAllison 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
Email AddressAdrianne 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.

Supportingadvancement.com 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
Email AddressSara 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
Email AddressSupportingadvancement.com Confidentiality Agreement
Jodi Gup, Senior Director, Parent Giving Program, Emory University
Email AddressSupportingadvancement.com Letters - Freshman Parents Solicitation Letter
Supportingadvancement.com Sample Forms - Parents Contact Report

Parent Council

Supportingadvancement.com Invitation to Join
Supportingadvancement.com RSVP Form
Parent Council Responsibilities
Supportingadvancement.com Parents Results Report
Aditi Gupta '03, Web Developer, Advancement Information Management, University of California Irvine
Email AddressSupportingadvancement.com E-solicitation - University of California, Irvine, Anniversary
Eric P. Gustafson, Director of the Annual Fund and Associate Director of Major Gifts, Muskingum College
Email AddressEric 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.

Supportingadvancement.com Samples - Vendor Appeal Letter


Ted Haegele Director of Institutional Operations & Central Donor Records, Jewish Theological Seminary
Email AddressTed Haegele (Director of Institutional Operations & Central Donor Records at New York City's Jewish Theological Seminary) came to the advancement services profession from health care management. (A head hunter searching an on-line resume service found research on blood "donations", an advanced degree in management, a resume describing database skills and report writing experience the perfect match for the position JTS needed filled. That the donations in question were not blood became clear within the first minute or two of the interview.)

Supportingadvancement.com Gift Processing - Transmittal Process
Steve Hafner
Email AddressUpon 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.

Supportingadvancement.com Best Practices: Compliance with the CAN-SPAM Act

Jennifer Moriarty Hagen, Director of the Annual Fund, Mary Baldwin College

Email AddressSupportingadvancement.com E-solicitations - Amazing, Holiday Greeting, Imagine.
Rendi Hahn, Director of Annual Giving, Abilene Christian University
Email AddressRendi 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.

Supportingadvancement.com E-solicitation. Thank You. Email sent to direct people to the e-solicitation.
Supportingadvancement.com Email Thank You
(Joint credit on this to RuffaloCody)
Job Description - Class Agent

Supportingadvancement.com Valentine Card
Supportingadvancement.com Valentine Response
Supportingadvancement.com Valentine Solicitation Cost Analysis
Candace L. Hamblin, Coordinator of Data Systems, Advancement Services, Rollins College
Email AddressI am mainly responsible for reports and records management at Rollins College, and I have been at Rollins since 2000.  We converted to SCT Banner in May 99, which we use in conjunction with MS Access for reporting & data maintenance.  Our Director of Advancement Services is Wendy Gasparri, who handles campaign data presentation and distribution.

Supportingadvancement.com Favorite Reports
Campaign Overview - CASE Standards, Campaign Overview, Fundraising Overview,
Fundraising Overview by Campaign, Prospect Detail, Pyramid

Supportingadvancement.com Gift Processing - Sample Sections from Gift Processing Manual
Supportingadvancement.com Records Management Statistics - Template used to help evaluate status of processed records, Template for evaluating records processed.
Sheri M. Hamiter, Annual Giving Officer, Samford University
Email AddressSupportingadvancement.com Bingo
Supportingadvancement.com Caller Certificates

Supportingadvancement.com Caller Training
Supportingadvancement.com Direct Mail Calendar
Supportingadvancement.com Employment - Caller Contract, Interview Guide, Phonathon Supervisor Application Form,
  Phonathon Supervisor Job Description, Student Application, Student Caller Job Description
Supportingadvancement.com Phonathon Evaluation by Student Caller

Supportingadvancement.com Planning - Goals and Objectives
Supportingadvancement.com President's Letter Donor
Supportingadvancement.com President's Letter Non Donor
Supportingadvancement.com President's Letter FY03
Supportingadvancement.com Senior Campaign Letter
Supportingadvancement.com Student Caller Letter
Supportingadvancement.com T-Shirt
Courtney Hankins, Assistant Director, The St. Edward's Fund, St. Edwards University
Email AddressSupportingadvancement.com Caller Training
Mark Hanlon, Development Officer, Annual Fund, Memorial University of Newfoundland
Email AddressI 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.

Supportingadvancement.com Employment - Caller Evaluation Form
Supportingadvancement.com Samples - 90 Day Pledge Reminder, Lybunt Letter.
Scott Harris,  Annual Giving Coordinator, Wilfred Laurier University
Email AddressSupportingadvancement.com Hiring and Evaluation - Caller Evaluation, Interview Package for Potential Callers
Supportingadvancement.com Training - Mock Phone Calls, Mock Phone Calls_2
Christopher J. Harvey, Assistant Director, Colonnade Society, University of Maryland, College Park
Email AddressCurrently 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.

Supportingadvancement.com 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

Email AddressJonathon L. Hawkins is the Executive Director for Development & Alumni Relations at Cumberland University in Lebanon, Tennessee.  He holds a bachelors degree in communication and a master's degree in higher education administration from Middle Tennessee State University. With more than a decade's experience in fundraising and development, Jonathon is charged with leading the activities of the Office of Advancement and its primary components – development and campaign operations, annual and major giving, alumni affairs, communications and stewardship.

Supportingadvancement.com Samples -
Direct Mail Appeals, Holiday Appeal from a Student, Homecoming Save the Date Postcard

David W Hazeltine, V.P., Fundraising, DMW Direct Fundraising
Email AddressDMW 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.

Supportingadvancement.com Direct Mail Case Studies - New Member Acquisition, Label Pin Appeal, Magnet Appeal, Southern Methodist University, University of Denver.
Supportingadvancement.com Engaging Alumni - The Return of Marketing to Fundraising. Engaging Alumni with Premiums and Other Tested Strategies
Supportingadvancement.com Evolving Direct Mail. Is your direct mail program evolving - this is not your father's #10 envelope.
RevenueSupportingadvancement.com Five Lessons Learned From Higher Education Fundraising
Supportingadvancement.com Improve Your Direct Mail ROI
Supportingadvancement.com Samples - Angelo State University Young Alumni Postcard, Ithaca College: Pre-Phonathon Postcard, Young Alumni Challenge Buckslip Insert.
Supportingadvancement.com So, You Think Your Direct Mail is Personalized?
Supportingadvancement.com The Value of Outsourcing Production
Supportingadvancement.com 20 Great Ideas to Generate Giving from Parents, Grandparents and Families
Supportingadvancement.com Variable-Data Printing - Variable-Data Printing Gives Personalization a Whole New Meaning
Pauline Urbano Hechler, Director of Development, St. Gregory College Preparatory School
Email AddressSupportingadvancement.com Job Description - Development Committee.
John Heckbert, Development Analyst Annual Giving, University of Waterloo
Email AddressJohn 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.

Supportingadvancement.com E-solicitations - Library, Thank you to Donors.
E-solicitationsSupportingadvancement.com 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
Email AddressHoward 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."

Supportingadvancement.com Selling the Annual Fund Investment to Decision Makers

Supportingadvancement.com Student Caller Supervision. Keys to the successful supervision of students.
Alan S. Hejnal, Director of Advancement Services, University of Richmond
Email AddressAlan 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.

Supportingadvancement.com Blog - One Gift "from Multiple Donors".

CASE Alumni and Donor Records Workshops
Supportingadvancement.com Standards and Conventions - Names and Addresses, Standards and Conventions - Everything Else,
  Proactive vs. Reactive: Do you have the time?

CASE Gift Processing Workshops
Supportingadvancement.com I.R.S. and the Processing of Gifts, Should I accept this and how much is it worth?, What Counts.

Supportingadvancement.com Non-Cash Gift Terminology
. A clearer understanding.
Supportingadvancement.com What Do We Mean by 'Annual Fund'?
Mary M. Heller, Development Officer - Research, University of Missouri in St. Louis
Email AddressSupportingadvancement.com 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.

Supportingadvancement.com Stewardship - Million Dollar Donors
John Hermans, Manager of Advancement Research in the Division of University Advancement, University of Toronto
Email Address
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.

Supportingadvancement.com Prospect Research Fundamentals
Kelli Hills, Assistant Director, Annual Giving, Eastern Washington University
Email AddressKelli 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.

Supportingadvancement.com Pledge Confirmation Email
Supportingadvancement.com Request from Donor to Send More Information Email
James W. Hofbauer, Assistant Program Manager, Kent State University
Email AddressSupportingadvancement.com Caller Newsletter
Donna Ancypa Holmes, Assistant Director, The Oberlin Fund, Oberlin College
Email AddressDonna 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.

Supportingadvancement.com Annual Fund Advertisements - Music, Science

Supportingadvancement.com Alumni Giving Survey.
Supportingadvancement.com Job Description - Class Agent.
Supportingadvancement.com Reunion Guide - Good guide for staff and volunteers calling for reunion programs.
John Hostler Consultant, Grant Park Group
Email AddressJohn 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.

Supportingadvancement.com 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.
Supportingadvancement.com Succeeding Without Consultants - Presentation, Notes
Supportingadvancement.com The Role of Prospect Research in a Knowledge Management Environment - Presentation, Notes
Supportingadvancement.com Transforming Advancement Services through Knowledge Management - Presentation, Notes
Heather Huber
Email AddressSupportingadvancement.com Matching Gift Survey Results
Shanay Heurta, Assistant Director of Alumni Relations, Illinois State University
Email AddressShanay 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.

Supportingadvancement.com Reunion Planning Guide
Sarah Hull, Director of Research, Foundation of UMDNJ
Email AddressSarah 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.

Supportingadvancement.com 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
Email AddressSteven 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.

Supportingadvancement.com Blogs - Blogs, Feeds, Trackbacks, Pings. Improve your knowledge about blogs.
Supportingadvancement.com Blogs - Additional Resources.
Supportingadvancement.com Google and Beyond - Making the Most of Search Engines for Prospect Research
Supportingadvancement.com Google and Beyond - Additional Resources
Supportingadvancement.com Rules of Thumb for Prospect Research




Leigh Ann M. Jacobson, Assistant Director of Development, College Misericordia
Email AddressLeigh Ann M. Jacobson, M.A.E. is the Assistant Director of Development at College Misericordia.

Supportingadvancement.com Job Description - Class Agent
Supportingadvancement.com Phone Application Form
Steven G. Jacobson, President and CEO of Jacobson Consulting Applications, Inc.
Email AddressAs 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.

Supportingadvancement.com Finding and Fixing Your Top 10 Gift Processing Problems
Scott Jahnke, Assistant Director - Class Giving, The Massachusetts Institute of Technology
Email AddressScott 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.

Supportingadvancement.com Scripts - How to Increase Your Credit Card Gifts
Duane Jasper, President, RuffaloCODY
Email AddressSupportingadvancement.com The Value of Collecting Email Addresses
Faye Jennings, Telephone Campaign Manager, The University of Warwick, Coventry
Email AddressI 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.

Supportingadvancement.com Caller Incentives - Daily, Weekly
Job Descriptions - Telemarketing - Shift Manager, Shift Supervisor, Student Caller
Supportingadvancement.com Incentive Request Letter
Supportingadvancement.com 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
Email AddressLibby Jensen is the Director of Alumni & Donor Relations at Northern Essex Community College in Haverhill, MA.

Supportingadvancement.com Script - Alumni Prospects
Sandy Johnson, Director of Development Research, Iowa State University Foundation
Email AddressSupportingadvancement.com Screening for Gold in Two Different Mines
James Johannesson, Director, Admin & System at the University of Saskatchewan
Email AddressJames 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.

Supportingadvancement.com GIS and Data Mining - An Experiment With Results (We Hope!)
Christopher M. Johnston, Executive Director, Office of Principal Gifts, University of California Irvine
Email AddressChris 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.

Supportingadvancement.com Sample Gift Agreement
Lenore Junker, Manager of Alumni Relations, Golden Gate University
Email AddressLenore 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.

Supportingadvancement.com Alumni Association By-Laws


Enna Kaplun, Relationship Manager - Affinity Markets, Manulife Financial
Email AddressEnna 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

Supportingadvancement.com Practical Side of List Management
Anthony D. Kapp, Director of Alumni Relations Allen-Stevenson School
Email AddressSupportingadvancement.com 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
Email AddressBrenda 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.

Supportingadvancement.com Policies - Cause Related Marketing Guidelines
Michelle Kavanaugh, Associate Director, Annual Giving, Transylvania University
Email AddressSupportingadvancement.com Objections - Questions and Comebacks
Josh Kee, Annual Fund Coordinator at Southern Arkansas University Foundation
Email AddressJosh 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.

Supportingadvancement.com Athletics Appeals - Basketball, Football, Volleyball
Richard Kellar, Manager, Strategic Research and Data Analysis, University of Toronto
Email AddressRichard 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.

Supportingadvancement.com 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
Email AddressSupportingadvancement.com Handbook for Class Managers and Class Whips
Supportingadvancement.com Sample Forms - Annual Fund Contact Form,
Mary Kay Kidwell, Director of Prospect Development, Berea College
Email AddressSupportingadvancement.com 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
Email AddressAs 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.

Supportingadvancement.com 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
Email AddressJim 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.

Supportingadvancement.com Sample Forms - Prospect Research Request
Maureen Kloker, Data Base Manager Alumni Development, Carroll College
Email AddressSupportingadvancement.com Policies - Endowed Scholarship, Scholarship Grant.
Marie Kohl,  Mohawk Valley Community College
Email AddressJoint contributors. Frederic Barns, Marie Kohl and Dave Mathis.

Supportingadvancement.com 25 Things Alumni Can Do to Help
Valdis Krebs, Management Consultant, Orgnet
Email AddressValdis 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.

Supportingadvancement.com Building Sustainable Communities through Network Building
Jennifer Krouse, Development Officer, Annual Fund, Williams College
Email AddressJennifer 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.

Supportingadvancement.com Reunion Giving Period - Reunion giving analysis.
Megan Elizabeth Kula, Megan Elizabeth Kula, '01, Assistant Director, Annual Funds, Hood College
Email AddressSupportingadvancement.com Donor Card
Vipin Kumar, Michael Steinbach, Pang-Ning Tan
Email AddressVipin Kumar, University of Minnesota
Michael Steinbach, University of Minnesota
Pang-Ning Tan, Michigan State University

Introduction to Data MiningA series of slides for instructors using the book Introduction to Data Mining

Supportingadvancement.com Chapter 1 - Introduction
Supportingadvancement.com Chapter 2 - Data
Supportingadvancement.com Chapter 3 - Exploring Data
Supportingadvancement.com Chapter 4 - Classification: Basic Concepts, Decision Trees, and Model Evaluation
Supportingadvancement.com Chapter 5 - Classification: Alternative Techniques
Supportingadvancement.com Chapter 6 - Association Analysis: Basic Concepts and Algorithms
Supportingadvancement.com Chapter 7 - Association Rules: Advanced Concepts and Algorithms
Supportingadvancement.com Chapter 8 - Cluster Analysis: Basic Concepts and Algorithms
Supportingadvancement.com Chapter 9 - Cluster Analysis: Advanced Concepts and Algorithms
Supportingadvancement.com Chapter 10 - Anomaly Detection


Brian Lacy, Senior Vice President, HEP Development Services
Email AddressBrian 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.

Supportingadvancement.com Meeting of the Minds - Best Practices for Acquiring More Matching Gifts
Liz Landry, Director of Advancement Services, University of Louisiana at Lafayette
Email AddressLiz 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.

Supportingadvancement.com 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
Email AddressSupportingadvancement.com Staying Connected - Presentation made to the senior class leadership seeking their involvement.
Paul Lanning, Director of Corporate and Foundation Relations, University of the Pacific
Email AddressPaul 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.

Supportingadvancement.com Policies - Corporate Foundation Fundraising Guidelines, Prospect Management
Lori Lasansky, Associate Director of Information Technology, University of Iowa Foundation
Email AddressLori 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.

Supportingadvancement.com Crystal Reports Some tips and tricks when using Crystal Reports.
Karen Latora, Director, Advancement Services, UC Davis
Email AddressSupportingadvancement.com Best Practices in Partnership - Annual Giving and Advancement Services
Supportingadvancement.com Data Integrity Schedule - Best times to schedule data integrity procedures.
Supportingadvancement.com Job Description -
Senior Manager of Gift and Data Services
Leisha LeCouvie, Associate Director, Alumni Affinity and Volunteer Relations at McGill University
Email AddressLeisha 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.

Supportingadvancement.com Building Affinity through Affinity
Tony Lee Office of annual Giving, Florida Atlantic University
Email AddressSupportingadvancement.com Annual Giving Ad - One Click, One Minute, One Student
Annette Levitt Assistant Director, Alumni Relations Illinois State University - Normal
Email AddressSupportingadvancement.com Web Promotion Plan for Alumni Magazine
John Ley, Director of Information Services, Southern Methodist University
Email AddressJohn 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.

Supportingadvancement.com Doing More With Less!
Supportingadvancement.com Finding Lost Alums - Putting together the Puzzle
Supportingadvancement.com Neither IRS nor CRA are 4-Letter Words
, Version Presented at the CASE Gift Processing Workshop
Supportingadvancement.com Technology CAN be Our Friend
Richard Lim, Vice President, Affinity Market Group, at Meloche Monnex
Email AddressRichard 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

Supportingadvancement.com Maintaining a Successful Long Term Partnership
Jeffrey A. Lindauer, Executive Director, Office of Special Gifts & Annual Giving Programs at IU Foundation
Email AddressIn 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.

Supportingadvancement.com Fact or Fiction - Assessing Your Programs.
Rachel Ronning '99 Lindgren, Assistant Director of Alumni Development & Parent Relations, California Lutheran University
Email AddressSupportingadvancement.com Training - Etiquette and Protocol
Jonathan Lindsey, Assistant Vice President, Donor and Information Services, Baylor University
Email AddressSupportingadvancement.com Sample Forms - Data Request Form, Glossary
Supportingadvancement.com Seven Questions/Considerations for your Data Mining Efforts
Jennifer Liskow, Assistant Director of Development, Rivier College
Email AddressSupportingadvancement.com 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
Email AddressSupportingadvancement.com E-Solicitation - Seasons Greetings
Supportingadvancement.com Sample Forms - Tally Sheets - 1, 2, 3, 4
Trista S. Lowther, Donor Relations Specialist/Matching Gift Administrator, Boys Town
Email AddressSupportingadvancement.com Matching Gifts - Buckslip used in mailings, including annual report.
Diana Lygas, Annual Fund, The College of New Jersey
Email AddressSupportingadvancement.com Caller Evaluation of Telefund Program
Supportingadvancement.com Sample Forms - Gift Record Sheet, Nightly Summary Sheet


Linda Maasch, Assistant Manager of the University of Victoria Bookstore
Email AddressLinda 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.

Supportingadvancement.com Going Retail
Robert Machovsky, Assistant Director of Annual Giving, The University of South Dakota Foundation
Email AddressRobert “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

Supportingadvancement.com Caller Newsletters - Issue 1, Issue 2, Issue 3, Issue 4, Issue 5.
Bryan Mack, Assistant Director of Advancement Services, Colorado School of Mines
Email AddressBryan has been the Assistant Director of Advancement Services since 1992.

Supportingadvancement.com Working With Annual Fund.
T. Phillip Madison, Assistant Director Annual Fund, Texas Tech University
Email AddressThe 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.

Supportingadvancement.com Hiring and Evaluation - Phonathon Caller Application Form, Phonathon Caller Evaluation

Supportingadvancement.com Objections
Supportingadvancement.com Sample Forms - Tally Sheet

Supportingadvancement.com Training - Training Manual
Kathleen Madonna, Assistant Director of Annual Giving, Director of Telemarketing, Carnegie Mellon University
Email AddressSupportingadvancement.com Favorite Reports
   Projections, Three Year Projections, Monthly Report, Nightly Caller Report

Supportingadvancement.com Planning
   Business Plan, Weekly Activity Report, Goals

Supportingadvancement.com Sample Forms
   Daily Production Sheet, Supervisor Checkpoint Sheet, Telemarketing Results Template, Weekly Attendance Report

Supportingadvancement.com Training
   Student 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
Email AddressKim 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.

Supportingadvancement.com Policies - Memorandum of Agreement for Endowed Funds
Kathleen A. Mannion, Assistant Director, Donor Relations, St. John's University
Email AddressSupportingadvancement.com Surveys - Scholarship Fund Reporting, Results.
Stacy Mara, Director of Annual Giving, Lawrence University
Email AddressSupportingadvancement.com Planning - Good example of a comprehensive annual giving operating plan.
John C. "Jay" Marano, Licensing Coordinator for Carnegie Mellon University
Email AddressJay 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.

Supportingadvancement.com 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
Supportingadvancement.com Donor Demographics Report
Stewardship Plan
Olga Marquez, Human Resources Manager, Museum of Latin American Art
Email AddressSupportingadvancement.com 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
Email AddressSamantha 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.

Supportingadvancement.com Gifts vs. Grants - Decision Tree Flowchart, Gifts Vs. Grants
Meghan M. Marsden, Director of the Annual Fund, Northern Illinois University
Email AddressMeghan 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.

Supportingadvancement.com Samples - Refusal Letter, Solicit Former Telefund Employees
Hilary Marsh, President, Content Company, Inc.
Email AddressHilary Marsh is president of Content Company, Inc., a communication consultancy helping companies create and manage multichannel, branded messaging.

Supportingadvancement.com Top 10 rules to make your content management system rollout a success.
John F. Martin, Executive Director of Development, Southern Nazarene University
Email AddressSupportingadvancement.com Gift Acceptance Policy
Liju Mathew, Phone Center Coordinator, Development Office, University of Texas at San Antonio
Email AddressSupportingadvancement.com Call Center Information
Devin Mathias
Email AddressDevin 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.

Supportingadvancement.com Consecutive Giving. Implementation of a consecutive giving recognition program.
Supportingadvancement.com Developing Strong Student Supervisors
Supportingadvancement.com Effective and Professional Email Use
Job Description - Phone Program Coordinator.
Supportingadvancement.com Leadership Skills
- for young advancement professionals.
Supportingadvancement.com Motivating Callers
- Interesting study by Adam Grant, PHD and Devin Mathias on improving caller performance.
Supportingadvancement.com Reunion Casino Night
. Reunion casino night save the date advertisement.
Supportingadvancement.com Rivalry & Fundraising
. How rivalry in fundraising can be used to help increase results.
Supportingadvancement.com Stewardship
. Building a foundation for stewardship.
Supportingadvancement.com The Evolution of Telefunding and Technology
Supportingadvancement.com 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
Email AddressLola 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.

Supportingadvancement.com Happy Mother's Day! -
Mother's Day Card, Mother's Day Reply Card, Mother's Day Card Envelope.
Supportingadvancement.com Revenue - Cultivating Faculty and Staff Giving

Supportingadvancement.com 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.
Supportingadvancement.com Young Alumni - Student Postcards, Junior Postcards, Senior Postcards, Y'all - We're South Carolina, Thanks
Pam Mauldin, World Learning
Email AddressSupportingadvancement.com E-solicitation Analysis
Supportingadvancement.com Samples - Holiday Greeting
Supportingadvancement.com World Learning Newsletter
Judy Maxfield, Director of Alumni Relations, University School of Milwaukee
Email AddressJudy 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.

Supportingadvancement.com Alumni By-Laws
Supportingadvancement.com Board Nomination Letter
Jason McCaham, Associate Director of Annual Giving, Bucknell University

Email AddressJason is the Associate Director of Annual Giving at Bucknell University. He has over 10 years of experience in higher education. He was the Director of Annual Giving at Lycoming College and worked as an editor/writer for Dick Jones Communications, a public relations firm focusing on national media relations for colleges and universities. Jason is also the co-chair of S.T.A.F.F. (Sharing the Annual Fund Fundamentals), an organization comprising of 40 liberal arts colleges and universities that share their best practices in annual giving.

Supportingadvancement.com E-Solicitations - Creative e-solicitation using interactive world map.

Abbie McCullough, Assistant Director of Annual Giving, Medical Affairs, MCI, University of South Alabama
Email AddressSupportingadvancement.com Samples - Faculty Staff - Recent Retiree Letter, Retiree Leave a Legacy Letter.
Meghan McGeary, Director of Development at Vermont Land Trust
Email AddressMeghan 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.

Supportingadvancement.com 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

Supportingadvancement.com Policies - Confidentiality Agreement
Supportingadvancement.com Renaming the Annual Fund - Text for Alumni Magazine
Supportingadvancement.com Scripts - Answering Machine, General
Supportingadvancement.com Things Your Learned at Telefund
Supportingadvancement.com 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.


Case Western Reserve University, B.A. English (Journalism and Creative Writing)

Email AddressSupportingadvancement.com Faculty Staff Giving - Common Concerns with Faculty Staff Appeals
Supportingadvancement.com Improving Caller Retention

Supportingadvancement.com Supervisor's Guidelines for Handling Staff Performance Issues
Supportingadvancement.com Warm-Up Meetings - Overview and Tips
Madeleine Melkonian, Associate Vice President, Advancement, College of Mount Saint Vincent
Email AddressSupportingadvancement.com Samples - Case Statement
Melissa Mencotti, Director of Prospect Development, Allegheny College
Melissa Mencotti is the director of prospect development at Allegheny College, a liberal arts college with national reach located in Meadville, Pennsylvania. Mencotti has been with the institution for more than six years having previously served as the executive director of a local non-profit organization for ten years where she was responsible for grantsmanship and special events fundraising. At Allegheny College she is responsible for overseeing research and moves management, coordinating presidential and volunteer involvement with prospects, managing constituent files, and working with a small portfolio of major gift prospects.

Supportingadvancement.com Going Paperless: Planning and Implementing a Digital Scanning Project
Debbie Menoher, Director of Research, University of Florida Foundation

Email AddressDebbie Menoher is Director of Research for the University of Florida Foundation, which she has held since 1996. During her tenure, UF completed an $850 million dollar capital campaign, and UF is currently in a $1.5 billion dollar campaign.  Prior to UF, she led the research department for The Pennsylvania State University.  In her former profession, she was a business librarian for the Carnegie Library of Pittsburgh.  She is one of the founding members of the Association of Prospect Researchers for Advancement (APRA) Florida chapter and served as President, Vice President and Program Director.  She has been a member of APRA International since 1990 and served on many committees. She was director-at-large for the Association of Fund Raising Professionals (AFP) Arredondo Chapter, and was past president of ARMA (records management) North Central Florida Chapter.  She was a speaker at the AFP Planet Philanthropy Conference 2010, and served as a faculty member for the Council for Advancement of Education (CASE) Summer Institute for Advancement Services 2005. She is often a guest speaker for UF's College of Journalism philanthropy courses. She holds a bachelor's degree in community development from Penn State and a master's degree in library science from the University of Pittsburgh.

Supportingadvancement.com Prospect Research - Sample Research Profiles - Vice President, Assessment
Supportingadvancement.com Records Policies and Procedures - Records Management Policy, Retention Schedule

Mark Metivier, Financial Manager for Development and Alumni Relations at the University of Vermont
Email AddressMark 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.

Supportingadvancement.com Policies - Sample Gift Agreement, Sample Fund Language
Rachel Meuser, Director of Annual Giving at Franklin College
Email AddressRachel 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.

Supportingadvancement.com Samples - Answer the Call Postcard, EFT Solicitation Letter, EFT Reminder Letter, Parents Pre-Call Postcard
   Leadership Parents Appeal
Supportingadvancement.com Scripts - Generation X Non Donor
Supportingadvancement.com Telefund Evaluation - How Did We Do?
Debbie Meyers, Director of Donor Services, Carnegie Mellon University
Email AddressBefore 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.

Supportingadvancement.com Stewardship - Million Dollar Donors
James Minehart, Director of Advancement Services, Lewis & Clark College
Email AddressJames 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.

Supportingadvancement.com Gift Acceptance -
Should I Accept This Gift?
Supportingadvancement.com Measuring - Developing a Tracking System
Supportingadvancement.com Planning - Presentation on Creating an Action Plan. Two spreadsheet samples of plan: Action Plan, Action Plan Worksheet.
Supportingadvancement.com Policies & Procedures -
Policies and Procedures - Your Game Plan.
Matt Miner, Video Production
Email AddressI 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

Nurses and Care. Excerpt from a campaign video for Harrison Medical Center in Bremerton, Washington.
Lanita Monroe, Marketing Coordinator at Fuller Theological Seminary
Email AddressAs 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.

Supportingadvancement.com Samples - Pledge Reminder

Supportingadvancement.com Tele-Relations Associates Advertisement
Gloria Morgan, Phonathon Coordinator, Office of University Advancement, Georgia Southern University
Email AddressSupportingadvancement.com Employment - Attendance & Promptness Policy
Melinda Mosier, Assistant Director of Advancement, Keene State College
Email AddressMelinda 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.

Supportingadvancement.com Job Descriptions - Alumni and Advancement Coordinator, Phonathon Manager


Trish Nagorski, Development Officer, Annual Giving, Lakehead University
Email AddressTrish 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.

Supportingadvancement.com Alumni Envelope
Supportingadvancement.com Donor Card

Supportingadvancement.com Sponsorship Policy
Jim Napier, Program Associate, The Life Raft Group
Email AddressJim 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.
Supportingadvancement.com Caller Newsletters - Racer-Thon Gazette Issue 1, Issue 2, Issue 4, Issue 5, Issue 6, Issue 7, Issue 8, Issue 9, Issue 10.
Supportingadvancement.com Coaching Callers. Coaching and monitoring your annual fund callers.
Supportingadvancement.com Email Thank You for Considering a Pledge, Email Thank You for Received Pledge
Supportingadvancement.com Faculty staff challenge solicitation letter, faculty staff thank you letter.
Supportingadvancement.com Holiday Greeting with Choir. Email that went out directing recipients to card.
Supportingadvancement.com Letters - Current Donors, Holiday Appeal Letter, Lapsed Donors, Letterhead with Payment Form, Year End Appeal, Presidential Ask 1,
Presidential Ask 2, Envelope, Letter.
Supportingadvancement.com Planning - Solicitation Calendar
Supportingadvancement.com Policies - Racer-Thon Policies and Procedures
Supportingadvancement.com Sample Forms - Call Monitoring
Supportingadvancement.com Scripts - Current Donors, Lapsed Donors, Parents, Not Yets, Universal Script Guide
Thank you note for first time donors.
Supportingadvancement.com Training Manuals - 1, 2. Supervisor Manual. Updated.
Al Nausedas
Supportingadvancement.com Building an Advancement Data Warehouse
Supportingadvancement.com 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
Email AddressSupportingadvancement.com Student Caller Contract
Jim Neish, Senior Director for Licensing Partners International
Email AddressJim 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.

Supportingadvancement.com Collegiate Licensing: From Branding to Retail
Joyce Newton, Senior Strategic Analyst at Dartmouth College
Email AddressJoyce 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.

Supportingadvancement.com Real Estate - New York Buildings
Supportingadvancement.com Real Estate - New York Coops
Supportingadvancement.com Real Estate Valuation Calculation Spreadsheet
Alexandra Nguyen, Assistant Director of The Webb Fund, The Webb Schools
Email AddressAlexandra 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
Supportingadvancement.com Class Agent Cover Letter, Class Agent Pre Call Solicitation Card, Class Agent Volunteer Description
Recruitment Packet
Supportingadvancement.com Class Agent Recruitment Letter
, Class Agent Volunteer Description

Sample Forms
Supportingadvancement.com Gift in Kind, Payroll Deduction

Other Materials
Supportingadvancement.com Phonathon Training Manual
Karen Nichols, Director of Student Programs, Texas Christian University
Email Address
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
Supportingadvancement.com Bricks Program - Solicitation Letter
Supportingadvancement.com Bricks Program - Brochure Side 1

Supportingadvancement.com Bricks Program - Brochure Side 2
Supportingadvancement.com Thank You Letter
Supportingadvancement.com 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.
Supportingadvancement.com The "First Time Donor Kit" - Good example of a first time donor kit including article on the kit.
Supportingadvancement.com The Roots of Our Success. Good example of an annual fund brochure.
Dave Nuscher, Director of Advancement Communications and Marketing, Boston College
Email AddressIf 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.

Supportingadvancement.com Samples - Pledge Reminder (For someone who spoke to a student caller), Pledge Reminder (Pledged by some other means.)


Rosalinda Olivares, Assistant Director, Baylor Fund, Baylor University
Email AddressI 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).

Supportingadvancement.com Hiring - Caller Application, Personal Interview, Phone Interview
Script - Alumni Dues
Jane Ong, Associate Director, Annual & Special gifts, University of Southern California
Email AddressIn 2005, Jane began her career in development at the University of California, Irvine.  For 5 ½ years at UCI, she has worked in the areas of Undergraduate Student Support, Major Gifts and Annual Giving. Her responsibilities included, but were not limited to, the implementation of all direct mail, eGiving and senior class campaigns. Currently, Jane is the Associate Director of Annual & Special Gifts at the USC Viterbi School of Engineering. Her responsibilities at the Viterbi School include managing and cultivating members for USC’s Viterbi Society; coordinating the Viterbi eNewsletter, direct mail and eSolicitation campaigns for the School; act as the head liaison between the Viterbi School and RuffaloCODY for their telemarketing campaign; and coordinating the stewardship process for their annual donors, Viterbi Society donors and major gift donors.

If you have any questions/comments in regards to the any of the campaign pieces Jane has worked on, please feel free to contact her at: [email protected] / 213.821.2921.

Supportingadvancement.com 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
Supportingadvancement.com 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
Supportingadvancement.com Other Sample Letters - , Holiday Giving, 2, Senior Class Giving, Young Alumni Brochure, Young Alumni Letter
Supportingadvancement.com Other Samples - e-Acknowledgement, e-Fulfillment, Campaign Brochure, e-Pledge Reminder, Holiday Card, Senior Class Brochure, 2, Senior Class e-Giving

Supportingadvancement.com Senior Class - Senior Class eGiving Letter, Senior Class Gift Card.
Supportingadvancement.com Thank You - End of year thank you postcard to students.
Mary Ann Oppenheimer, Director of Development, Rivier College
Email AddressMary 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.

Supportingadvancement.com 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.


Laura Palmer, Assistant Director of Annual Fund Programs, Drake University
Email AddressI 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.

Supportingadvancement.com Confidentiality Statement

Supportingadvancement.com Phonathon Training Presentation
Sibyl E. Pedziwiatr, Matching Gifts Manager, Advancement Services, North Carolina State University
Email AddressSupportingadvancement.com 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
Email AddressSupportingadvancement.com E-solicitation - Stewardship Piece Sent out To Donors
Don Philabaum, President & CEO, IAC
Email AddressIAC 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.

Supportingadvancement.com Create an Email Use Policy - Email your Alumni - but not everybody at once!
Amy J. Phillips
Email AddressWith 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.

Supportingadvancement.com Acknowledgement Letter. Example of acknowledgement letter using merge fields for custom letters.
Supportingadvancement.com Business Plan Outline

Supportingadvancement.com Data Integrity Links on the Records Page
Supportingadvancement.com Disaster Planning. What are some of the things development staff need to be able to focus quickly during catastrophic events?
Supportingadvancement.com Documenting Donor Intent. Gift agreement for individuals and endowment agreement for individuals.
Supportingadvancement.com E-solicitations - E-mail sent to Faculty Staff for Accomplishments E-solicitation

Supportingadvancement.com Enforcing Data Entry. Ways to help improve your data entry procedures.
Supportingadvancement.com Ethics of Matching Gift Management
Supportingadvancement.com Gift Processing Forms - Gift Transmittal Form, Gift Transmittal Form Instructions, Stock Gift Receipt Template.
Supportingadvancement.com 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.
Supportingadvancement.com Matching Gifts. No Time Like the Present for Matching Gifts!
Supportingadvancement.com Matching Gifts Practices. Presentation on matching gifts practices with information from the Matching Gifts Practices Surveys.
Supportingadvancement.com Performance. Set of various metrics for development performance. Use as a basis for helping to evaluate your program.
Supportingadvancement.com Sample Forms - Gift Transmittal Form, Gift Transmittal Form 2
Supportingadvancement.com Solicitation Code Matrix Proposal
Supportingadvancement.com Stewardship. Tips and tricks on stewarding your matching gift donors.
Supportingadvancement.com Working With Development Officers

Supportingadvancement.com Year End Processing - Stock Transfer Procedure Memo, Stock Transfer Fax Transmittal Sheet, Year End E-mail

SurveysSupportingadvancement.com 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,
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
evised and upgraded. Print Version.

Matching Gifts Practices 2011 Results

Matching Gifts Practices 2012 Results
Amber Pirtle, Phonathon Coordinator, Western Washington University Foundation
Email AddressSupportingadvancement.com Scripts - Cold Calling Techniques
Supportingadvancement.com Scripts - Putting it All Together
Kristofer Pitman, Manager, Advancement Operations, Chapman University
Email AddressKristofer 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.

Supportingadvancement.com Sample Forms - Data Request Form
Philip Poe, Alumni Attitude Study
Email AddressSupportingadvancement.com Alumni Research - Alumni Dues, Alumni Era Segmentation Model, Magazine Content
Lisa Poullard-Burton '90, Director of Alumni Relations, Baruch College CUNY
Email AddressSupportingadvancement.com Job Description - Administrative Assistant
Christopher J. Praul, Director of Advancement Services, Susquehanna University
Email AddressAn 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.

Supportingadvancement.com Sample Forms - Commitment Form, Data Request Form.
Mary Prodanovic, Manager, Business Transformation, VGH & UBC Hospital Foundation

Email AddressMary is a senior project and operations manager with more than 20 years of experience in the non-profit sector.

Mary has led projects and processes to develop and implement change management strategies, new service delivery models, and strategic and operational plans that have contributed to enhanced organizational performance.

As Manager of Business Transformation at the VGH & UBC Hospital Foundation, Mary is currently leading and facilitating staff teams through transformative changes across a number of business functions in order to make sustainable improvements to their productivity and efficiency.

Previously Mary was with United Way of the Lower Mainland where she managed and participated in internal, community, and movement-wide initiatives that resulted in plans, activities, and breakthrough results that benefited United Ways and their stakeholders.

Prior to that, Mary was with the University of British Columbia during their $262 M World of Opportunity Campaign—at the time, the largest capital campaign ever in Canada.  While there, she developed a board operational base of experience in finance, administration, human resources, research, change management and strategy planning.

Mary is a graduate of the University of BC and the British Columbia Institute of Technology.

Supportingadvancement.com Common Interview Questions. Asking the right questions improves your chances of finding the right employee. Familiarize yourself with the applicant’s resume and have a prepared set of questions. Mind the time but be willing to follow the natural flow of conversation rather than sticking to the order of your questions. Know what skills and qualities you are looking for, ask open-ended questions, and listen well.
Supportingadvancement.com Common Sources of Funding. It is fiscally prudent for organizations to have diverse sources of revenue.
Supportingadvancement.com Communicating Change. A summary of practical and commonly given advice on communicating change in organizations.
Supportingadvancement.com Glossary of Terms.
Supportingadvancement.com Planning Cycle. Organizations with agile planning, budget and forecasting capabilities are best positioned to weather uncertain economic times. By instituting a standardized planning system, an organization will have a clear vision of where it wants to be in future and a blueprint to readily improve, adapt, and monitor progress toward goals.
Supportingadvancement.com Position Reclassification. Good organizations strive to ensure fair and equitable compensation of employees in relation to their duties. In order to do this, periodically the need to reclassify a position arises.
Privacy Principles
Supportingadvancement.com Privacy Policy Statement. Use to draft your own policy statement.
Supportingadvancement.com Project Management. Good overview presentation on the ins and outs of project management.
Supportingadvancement.com Some Sample Job Descriptions.
Supportingadvancement.com Status Reporting. What is a status report and what should the report include? Mary Prodanovic. More on plans and planning.





Sharon Rader, Director Advancement Services, Tennessee Tech University
Email AddressSupportingadvancement.com Surveys - Gift Administration Fees
Sabrina J. Ragan, The Ohio State University, Assistant Director of Annual Giving.
Email AddressSupportingadvancement.com Calling Attendance Policies
Supportingadvancement.com Do Not Hire Script
Supportingadvancement.com Employee Agreement

Supportingadvancement.com Supervisor Interview
Amanda Rainey, Director of Stewardship, Saint Louis University
Email AddressSupportingadvancement.com E-solicitations - End of Calendar Year 2007, Graduation May 2007, End of Calendar Year 2006.
Supportingadvancement.com 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
Email AddressJennifer 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.

Supportingadvancement.com Prospect Research Simplified. Prospect research simplified for development officers and a limited research staff.
Christina D. Randal, Development Coordinator, Annual Giving, WSU Foundation
Email AddressSupportingadvancement.com E-solicitation - Traditions
Lou Randall, Associate Director of Development, Woodward Academy
Email AddressLou Randall is the Associate Director of Development at Woodward Academy and former Headmaster of Christchurch School VA (1974-1984).

Supportingadvancement.com Samples - Pledge Thank You Letter, Year End Letter.
Tim Regan
Email AddressI 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.

Supportingadvancement.com Telefund -
Training Video All the benefits of call monitoring.
Supportingadvancement.com Telefund - Training Video. Gum chewing and calling don't always mix.
Supportingadvancement.com Telefund - Training Video (PG-13) Hip Hop Style.
Supportingadvancement.com 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).
Katie Reifenberg, Director of Development for Parents' Fund, Loyola University Chicago
Email AddressSupportingadvancement.com Samples - Parents' Newsletter.
Regan Remulla, Associate Director of Annual Giving, Occidental College
Supportingadvancement.com Caller Training Manual
Mike Reopell, Director of Advancement Information Systems at Williams College
Email AddressMike 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.
Supportingadvancement.com 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
Email AddressSusan 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.

Supportingadvancement.com Strategic Plan
Dana Visocchi Rice, CFRE, Associate Director Annual Giving, McMaster University
Email AddressDana 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.

Supportingadvancement.com Branding Your Annual Giving Program. The value of branding your annual giving program.
Gina Rich, Prospect Researcher, Sacred Heart Medical Center Foundation
Email AddressSupportingadvancement.com Sample Forms - Prospect Research Request
Tammy M. Rich, Acting Director of Alumni Relations, Lock Haven University of Pennsylvania
Email AddressSupportingadvancement.com Samples - Save the Date Postcard
Heather Riddle, Director of the Annual Fund and Grand Society, Macalester College
Email AddressHeather 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.

Supportingadvancement.com Annual Giving Pyramid
Supportingadvancement.com Tracking Annual Giving Solicitations
Nicole Rinetti, Associate Director of the Annual Fund for the College of Engineering at UC Berkeley

Email AddressNicole is currently the Associate Director of the Annual Fund for the College of Engineering at UC Berkeley. Nicole oversees the young alumni, parents, senior gift, and telemarketing programs; co-manages direct mail and email solicitations; and personally solicits high-end Annual Fund donors. She began her development career as a student phonathon caller and manager for the University of Redlands, her alma mater. Upon graduation, she became the Assistant Director of Annual Giving for Pitzer College where she managed the phonathon, senior gift and young alumni programs.

Supportingadvancement.com Planning - Annual Fund Segmentation Calendar, Annual Fund Business Plan.

Supportingadvancement.com Samples - Non-Donor Script

Julie M. Ripper, Director of Annual Fund Programs, Drake University
Email AddressJulie Ripper is the Director of Annual Fund programs at Drake. She is focused on raising additional funds through a solid understanding of the data.

Supportingadvancement.com Planning - Donor Loyalty Report - Used to help plan for annual fund activities.
Alisa Rivera, Assistant Director/Writer, City of Hope
Email AddressSupportingadvancement.com Samples - Example of a Proposal for Major Gifts
Robert Frances Group
Email AddressRobert 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.

Supportingadvancement.com The Changing Economics of Business Intelligence
Lin Roberts, Coordinator of Annual Giving and Prospect Research, Urbana University
Email AddressLin 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

Supportingadvancement.com Samples - Scripts - Kresge Challenge
Supportingadvancement.com Sample Forms - Campaign Pledge Form (Letter of Intent)
Stephen Rodriguez, Director, Annual Leadership Giving, MIT
Supportingadvancement.com Planning - Good sample of an annual fund plan.
Supportingadvancement.com Production Schedule for annual fund.
Supportingadvancement.com Reports. Annual Giving End of Year Statistics and Annual Giving Fund Report.
Erika Roe, Matching Gifts Manager & Webmaster, Advancement Services, North Carolina State University
Email AddressSupportingadvancement.com 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.)
Supportingadvancement.com Matching Gift Samples - Leaflet, Leaflet for Veterinary Medical Foundation, Reminder and Thank You Emails.
Tamera Rogers, Director, Stewardship and Leadership Development LaGrange College
Email AddressSupportingadvancement.com Leadership Council By-Laws
Natalie M. Rohlfs, Phonathon Manager, Wright State University
Email AddressNatalie 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.

Supportingadvancement.com Supervisor Hiring - Interview Cover Sheet, Application, Interview Questions, Manager Questions
Bruce Rolston, Manager, Alumni and Friends Web Space, University of Toronto
Email AddressSupportingadvancement.com Google Trends Analysis
Supportingadvancement.com Online Community Project Update
Supportingadvancement.com Spreadsheets to help you source your online community: Initial Questions to Vendors, Detailed Features List.
John Ross, Principal of RossWrites
Email AddressJohn 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.

Supportingadvancement.com Alumni Survey - Template for Gathering Alumni Outcomes Data
Cara Rosson, Research Analyst, Bradley University
Email AddressSupportingadvancement.com Sample Forms - Prospect Research Request
Kathy Ruvolo, Director of Stewardship, University of California Irvine
Email AddressSupportingadvancement.com Stewardship Activities Checklist. Sample checklist to help ensure you've covered all bases for stewardship activities.


Eric Saarvala, Associate Director, Donations Management, University of Toronto
Email AddressEric 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.

Supportingadvancement.com Presenteeism: The latest attack on economic and human productivity.
Supportingadvancement.com Talent Management.
Presentation with definitions, framework, challenges and other aspects of talent management.
Supportingadvancement.com 10 Key Points for Accurate Processing of Gifts
Sargeant Associates Ltd
Email AddressSargeant 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.

Supportingadvancement.com Critical Issues in Fundraising Research
Supportingadvancement.com Nonprofit Website Effectiveness: The Role of Donor Relationships
Rob Saunders, Director of Development Information Services at Oakland University
Email AddressRob 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.

Supportingadvancement.com Alumni Survey

Supportingadvancement.com Sample Forms - Data Request Form
Ted Schaefer, Ross School of Business, University of Michigan
Email AddressSupportingadvancement.com 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
Email AddressI 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.

Supportingadvancement.com Paper or Plastic? Solicitation Piece
Deborah L. Schroeder, Assistant Director of Telefund, Office of Annual Giving, The University of Dayton
Email AddressThe 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.

Supportingadvancement.com Caller Evaluation Form
Sabine Schuller, Research Specialist. The Rotary Foundation
Email AddressSupportingadvancement.com Sample Forms - Prospect Research Request
Catherine Seebald, Consultant
Email AddressCatherine 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.

Supportingadvancement.com Example of Advancement Services Departmental Functions
Terri Selby, Director for Parent Programs at Saint Michael’s College
Email AddressSupportingadvancement.com 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.
Holly Sereni
Supportingadvancement.com Annual Fund Appeal
Ursula Shail, Manager of Document Systems, University of Toronto
Email AddressUrsula 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.

Supportingadvancement.com Electronic Imaging - The Series. Part 1, Part 2, Part 3, Part 4, Part 5.

Supportingadvancement.com Privacy Audit Questionnaire.
Supportingadvancement.com Privacy Recommendations.
Dan Shephard, CFRE, Principal, The Shephard Group, www.thefrontlinefundraiser.com
Email AddressSupportingadvancement.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
Email AddressAndrea 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.

Supportingadvancement.com Job Descriptions - Alumni Council with Giving Expectations
Supportingadvancement.com Policies - Alumni Association Bylaws
Supportingadvancement.com Postcard - Contacting the "Do Not Contacts"
Christopher A. Short, Director of Annual Giving, Wiley College
Email AddressDirector 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.

Supportingadvancement.com Samples - Direct Mail Appeal
Supportingadvancement.com Training - Call Center Manual
Natalie Silva, Associate Director of the Annual Giving, Polytechnic Institute of NYU
Email AddressNatalie 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 University of Florida in 2007 with a degree in Sociology and a double minor in non-profit leadership and general education.

Supportingadvancement.com 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
Email AddressSupportingadvancement.com 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.

Supportingadvancement.com Annual Fund Appeal
Supportingadvancement.com Asian Prospecting - Expanding Horizons - Prospect Identification in Asia.
Supportingadvancement.com Capital Campaigns and Major Gifts - Case Study - University of Toronto.
Supportingadvancement.com Etiquette Guide for Asia - Overview to help you with international relations.
Supportingadvancement.com Passport Asia-Pacific. Presentation on some of the cultural do's and don't when working in the Asia Pacific region.
Supportingadvancement.com Philanthropy Australia Conference Report.
Supportingadvancement.com Planned giving brochure funded by a bequest.
Adam E. Smith, Manager, Annual Fund, University of Toronto
Email AddressI 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).

Supportingadvancement.com Telefund -
Training Video All the benefits of call monitoring.
Supportingadvancement.com Telefund - Training Video. Gum chewing and calling don't always mix.
Supportingadvancement.com Telefund - Training Video (PG-13) Hip Hop Style.
Supportingadvancement.com 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
Email AddressDavid 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
Supportingadvancement.com Attendance Policy and Procedures, Exit Interview, Interview Sheet, Leadership Application, Leadership Interview
Supportingadvancement.com Code of Ethical Conduct
, Confidentiality and Conduct Policy
Supportingadvancement.com Email Confirmation

Supportingadvancement.com Mentoring Checklist for New Callers
Supportingadvancement.com Phone Application Packet, Student Leadership Weekly Evaluation
Supportingadvancement.com Sample Forms - Phone Call Quality Assurance Form, Phone Interview Form
Supportingadvancement.com Scripts - Lapsed Donor, Parents, Thank You
Deborah Snyder, Development Research Analyst, Lehigh University
Email AddressSupportingadvancement.com List of Banner Users
Dori Sonntag, Associate Director, Annual Giving, Gonzaga University
Email AddressDori 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.

Supportingadvancement.com Label Mailing - Letter, Envelope
Supportingadvancement.com Young Alumni - President's Council Card, President's Council Letter
Mandy Speaker, Assistant Director of the Annual Fund, University of New England
Email AddressSupportingadvancement.com Athletic Appeals - Lacrosse, Varsity
Supportingadvancement.com 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
Email AddressJim 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.

Supportingadvancement.com Scripts - Pledge Reminder, Spring Thank You, Fall Thank You
Kelly Spencer, Associate Director of Advancement Services, University of Alberta
Email AddressKelly 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.

Supportingadvancement.com A Well Run Shop
. Presentation on best practices in gift and records administration.
Supportingadvancement.com Crisis Planning. Presentation on crisis planning and business continuity for Advancement Services.
Supportingadvancement.com Ethics - Ethics and Accountability in Advancement
Supportingadvancement.com Gift Processing - Best Practices in Gift Processing

Supportingadvancement.com Gift Processing Workshop Presentation
Supportingadvancement.com IRS Rules and Regulations. Part 1, Part 2.
Supportingadvancement.com Security. Presentation on practical approaches to securing constituent information.
Kathy Spring, Director of Annual Giving & Alumni Relations Jackson Community College
Email AddressKathy 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.

Supportingadvancement.com Policies - Awards Nomination Process
Jennifer Spuehler, Director of Development at the Illinois Mathematics and Science Academy (IMSA)
Email AddressJennifer 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.

Supportingadvancement.com Sample Forms - Generic Gift Card
Kate Stano, Assistant Director of Annual Giving, Office of College Advancement, Connecticut College
Email AddressSupportingadvancement.com Games People Play - Summary Compiled from Fundlist Posting on Telemarketing Games
Jolanne Stanton
Email AddressJolanne 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.

Supportingadvancement.com Beyond the Affinity Portal. The future of advancement online.
Supportingadvancement.com Creating a Strategic Online Plan. Considerations in creating a strategic online plan.
Laurie Staton, Director, Foundation Relations, Westminster College
Email AddressSample Forms
Supportingadvancement.com Foundation Prospect Research Checklist - Office of Foundation Relations at Westminster College
Supportingadvancement.com Foundation Strategy Worksheet -
Office of Foundation Relations at Westminster College
Supportingadvancement.com Foundation Web Research Checklist -
Office of Foundation Relations at Westminster College
John Starritt, Director of Advancement Services, Colorado School of Mines
Email AddressJohn has been the Director of Advancement Services since 1992 and previously worked in the Annual Fund.

Supportingadvancement.com Favorite reports. Contributor of some of the favorite reports.

Supportingadvancement.com Sub-Reports. Saving yourself time and effort in report development by using sub-reports.
Supportingadvancement.com Working with Annual Fund
Lauren Steinberg Assistant Director, Annual Giving, The Pennsylvania State University
Email AddressLauren 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.

Supportingadvancement.com Creating a Culture of Philanthropy on Your Campus
Supportingadvancement.com Encouraging Recent Graduates to Maximize Their Giving
Supportingadvancement.com Exploring eOpportunities for Annual Giving Success
Carrie Stephens, Assistant to the Alumni Director, Evergreen State College
Email AddressCarrie 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).

Supportingadvancement.com Releasing Alumni Information. Sample policy on releasing alumni information.
Mark Stewart, Development Assistant, Northwest Missouri State University
Email AddressMark 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.

Supportingadvancement.com Sample Forms - Call Report
Jenna Stone, Associate Director of Annual Giving, Lawrence University
Email AddressLawrence 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].

Supportingadvancement.com Class Agent Timeline
Supportingadvancement.com Hiring and Evaluation - Caller Evaluation Form, Phonathon Manager Application, Phonathon Staff Policies

Supportingadvancement.com Script - September 11 Objections
Michael Stoner, President, mStoner.com
Email AddressDuring 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.

Supportingadvancement.com Web Strategies. mStoner's New Rules for Creating and Maintaining a Great Website.
Vicki J. Stouffer, Director of Annual Fund & Constituent Relations, Gilmour Academy
Email AddressSupportingadvancement.com 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.

Supportingadvancement.com 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
Email AddressA 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.

Supportingadvancement.com Stewardship - Million Dollar Donors
K. Harvey Summers, Gift Income Coordinator, A.T. Still University of Health Sciences
Email AddressSupportingadvancement.com Gift Processing - Presentation explaining the basics of gift processing to development staff.
Carissa Sutherland, Assistant Director, College of Charleston Fund, College of Charleston
Email AddressCarissa 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.

Supportingadvancement.com Young Alumni Renewal Letter
Jenny Szewiel, Annual Giving Officer (Telethons) at the University of Bristol
Email AddressJenny 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.

Supportingadvancement.com Samples - Pledge Reminder

Supportingadvancement.com Telemarketing Recruitment Advertisements - 1, 2, 3, Web Advertisement.


John Taylor
Email AddressJohn 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.

Supportingadvancement.com Accepting Nonstandard Gifts.
Supportingadvancement.com Advancement Services. Discussion of advancement services as the cornerstone for advancement.
Supportingadvancement.com ePhilanthropy Strategies. Strategies, results, analysis.
Supportingadvancement.com Gift Processing, Beginning to End

Supportingadvancement.com It's All About the Data - The ABCs of Building & Maintaining Robust Databases
Supportingadvancement.com No Peeking - Privacy and Information Protection Policies
Supportingadvancement.com Seven Questions/Considerations for your Data Mining Efforts

Supportingadvancement.com Who Can Make a Pledge - And Who Can Pay it Off?
Lora Teliha, Assistant Annual Fund Director, University of Indianapolis
Email AddressSupportingadvancement.com Job Description - Phonathon Intern
Tamara D. Tesch, Stewardship and Compliance Officer, University of St. Thomas
Email AddressI 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.

Supportingadvancement.com Policies - Endowment Agreement
Kevin Thomas, Consultant with the Maquila Solidarity Network in Toronto
Email AddressKevin 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.

Supportingadvancement.com No Sweat: Review of Canadian Universities and School Boards (Presentation)
Supportingadvancement.com No Sweat: Review of Canadian Universities and School Boards
Diane Thompson, Assistant Director of Development of the Annual Fund at Albany Law School
Email AddressDiane 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.

Supportingadvancement.com 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
Email AddressCarol 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.
Email AddressSupportingadvancement.com Charity Badge - A Small Widget to Get You Donations. 7 Tips for Success for Your Charity Badge.
Supportingadvancement.com Online Fundraising - Online Tools and Getting Them to Work for Your Organization. Part 2, Part 3, Part 4, Part 5, Part 6.
Supportingadvancement.com 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
Email AddressThomas 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.

Supportingadvancement.com Document Imaging Sizing
Amy Turner, Assistant Director of Annual Giving, Rider University
Email AddressAmy 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.

Supportingadvancement.com Caller Evaluation of Telefund Program