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Free resources for those supporting fundraising. Samples, white papers, best practices, job
board and more. Sustained by your enthusiasm, expertise and contributions of content.
every man a debtor to his profession; from the which as men of
course do seek
|Contributors to SupportingAdvancement.com ...|
|Lois Badey, Director of Annual Giving, Randolph-Macon College|
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|
Ballenger is the assistant director of annual giving at the College
of Charleston. She coordinates the
reunion giving program, the
annual scholarship program, and the Class Agent program.
Prior to her current position, Lindsey
spent a year and a half in
Alumni Relations at the College of Charleston
Benchmarking Annual Fund - List of statistics and questions for benchmarking annual fund.
Class Agents - Handbook, job description with volunteer form and recruitment letter.
Planning - Annual Giving Direct Mail Checklist.
Samples - 50th Gift Letter from Committee, 60th Gift Letter from President Emeritus, Recruitment Letter with Reply Form.
|Ellen Barkenbush, Director of Annual Giving, Yeshiva University|
|Parent Appeal Letters - Spring, Final|
|Sarah Barton, Director of Annual Fund, Ohio Valley University|
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
Samples - Pledge - Beginning of Pledge, Pledge Update, End of Pledge
|Sasha Bateman, Annual Fund Associate, McGill University|
|Evaluations - Caller Evaluation, Coordinator Evaluation, Supervisor Evaluation|
|Wendy Baverstock, Research Manager, Action Planning|
Wendy Baverstock is the Research Manager for
Planning, a leading UK consultancy which specialises in
advising the not-for-profit sector.
Job Ad for Volunteers
Prospecting in Hong Kong
Becker served as Kintera’s Vice President and General Manager of the
health and social services sector leading a vertical group of
services for a variety of clients including foundations, social
agencies, and international organizations.
Most recently, Ms. Becker worked with the American Red Cross as its Director of Development Systems for the organization’s fundraising division. While at the American Red Cross, Ms. Becker played an instrumental role in a 2.5 million record conversion, a system integration for 990 chapters, and process improvement opportunities.
Ms. Becker was also a member of the consulting firm of Bentz Whaley Flessner where she assisted higher education institutions and healthcare facilities prepare for major fundraising campaigns or reorganize for optimal efficiencies. She was also the Assistant Vice President for Advancement Services at the University of Washington and managed a staff that supported development and alumni relations.
Ms. Becker has a Bachelor of Arts degree in Political Science from Hood College in Frederick, Maryland; a Master of Education in student personnel work in higher education from Loyola University in Chicago; and a Master of Business Administration in higher education administration from the University of Hawaii. She is finishing her doctorate from Vanderbilt University in organizational behavior. Ms. Becker is also the recipient of the CASE Crystal Apple Award.
Ethics: A New Paradigm for a Modern Age
Strategic Planning: Tools You Can Take Home With You
The Anatomy of a Donor Relations System, Presentation
Tips and Tricks on Working With or Being a Consultant
Using Technology to Empower Communities
|Meredith Berg, Phonathon Coordinator, North Park University|
Meredith Berg has been a staff member in the Development Office for
a year-and-a-half, and worked as a student in the Phonathon program
for nearly four years previously.
Job Descriptions - Phonathon Supervisor, Phonathon Supervisor Duties
Phonathon Caller Feedback
Phonathon Objections Responses, Objections Worksheet
Phone Interview Questions
Sample Forms - Parent Information
|Emily Bersin, Annual Fund Coordinator/Phonathon, Emerson College|
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
Samples - Thank You Postcard
|Brett W. Blackwelder, Annual and Athletic Giving Coordinator at Park University|
Brett W. Blackwelder is the Annual and Athletic Giving Coordinator
at Park University,
a private liberal arts school located in Parkville, Missouri. He has
been at Park since December of 2000. He graduated in May of 2002
with a Masters degree in Health Policy and Management Administration
from the University of Kansas. He studied strategic planning as an
undergrad at Iowa State University and graduated in December of
Golf Sponsorship Materials
Corporate Invitation Letter
Corporate Sponsorship Menu
|Nicole Forrest Boggs '02, Director of Annual Giving, University of La Verne|
|Samples - Parent Letter with Giving Form and Honor Roll Permission|
|Emily Bourke, Assistant Director of annual Giving, Samford University|
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
Training - Caller Training Presentations Part 1 and Part 2.
|Joshua P. Bowerman, Director of Major & Planned Giving at Austin College|
the current director of Major & Planned Giving at Austin College in
Sherman, TX. Prior to that, I was Regional Manager of Capital Giving
at Bucknell University in Lewisburg, PA. I have over 8 years
experience in educational fundraising.
Policies and Procedures - Athletics Endowed Fund Agreement, Endowment by Annuity, Irrevocable and Enforceable Pledge Agreement, Memorandum of Understanding, Scholarship Agreement
|Joe Don Bradley, Director of Gift Records, Baylor College of Medicine|
|Sample Form - Gift in Kind Form|
|Rebecca Bramlett, Associate Director of Annual Giving, The University of North Carolina at Chapel Hill|
has been with the Carolina Annual Fund since January 2005. She has
served as the Phonathon Manager, Assistant Director of Mail
Programs, and has held her current position of Associate Director
since March 2006. In that role she manages phonathon operations and
the student giving and senior campaign program, as well as has a
hand in direct mail, online giving, personal solicitations and all
other duties related to the Annual Fund.
Senior Class Giving - Brochure, 2, Handbook, Letter, 2, Poster
Student Giving Planning - Fiscal year operating plan for student giving program.
|Kelly M. Brant, Associate Director, Purdue Telefund|
Brant joined the Purdue Telefund as an Associate Director in January
2005. Kelly is responsible for Managing student supervisors as well
as the nightly calling sessions. She is also responsible for
developing and tracking the Telefund's training program.
Student Manager Checklist
Student Manager Personnel Policies
|Beth Gardner Braxton, Director of Annual Giving, UNC-Chapel Hill|
Director of Annual Giving at UNC-Chapel Hill. Formerly Assistant Dean for Development and Alumni Affairs at the School of Journalism and Mass Communication at UNC-Chapel Hill and Director of Major Gifts at Kenan-Flagler Business School.
Samples - Lapsed Donors
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
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.
Staffing and Justification Strategies - Identifying Opportunities for Growth
Young Alumni Strategies: Welcome to the Pipeline
|Shawn Briggs, Director, Parents & Grandparents Campaign, Vanderbilt University|
|Parents and Grandparents Newsletter|
|Carolyn H. Brown, Vice President for Institutional Advancement at Barton College|
H. Brown is the Vice President for Institutional Advancement at
Barton College in Wilson, NC.
As chief development officer for Barton,
Brown oversees the fundraising program at the college. Her
responsibilities include supervision of the Barton Society program,
alumni programs and the annual fund, publications and public
relations, as well as the management of capital campaigns. She also
serves as a member of the college's marketing team.
Brown completed both a Bachelor of Arts degree in English and a Master of Business Administration degree at the University of North Carolina at Chapel Hill. Prior to her appointment at Barton, Brown served as the director of major gifts at East Carolina University. She has also served as director of annual giving and The Chancellor’s Society at ECU. Additional fundraising roles have included manager of major gifts for the North Carolina Symphony, director of annual giving and donor relations at the Intracoastal Health Foundation in West Palm Beach, Fla., director of development for Ballet Florida in West Palm Beach and development manager for the Raymond F. Kravis Center in West Palm Beach. Brown also has 12 years of experience in advertising and marketing in the newspaper industry to add to her list of credentials.
Civic and professional memberships include the Council for the Advancement and Support of Education (CASE); North Carolina Independent Colleges & Universities; Board of Directors of USTA/North Carolina Tennis Association; committee member for Education Session 2007- Leadership North Carolina.
Policies and Procedures - Naming of Facilities and Programs
|Christine Brown, Director Career Services and Alumni Relations, Kendall College of Art and Design|
Christine Brown, Director of Career Services and Alumni Relations at
Kendall College of
Art and Design. The marriage of these two positions has been
most beneficial for both the alumni and students. We currently have
student representatives from each major (selected by the faculty)
serving on the Kendall Alumni Board. The students have the
opportunity to network with the alumni board members and the alumni
are very much in touch with what is evolving in each program.
Alumni Board Job Descriptions
|Gayemarie Brown, Senior Manager with Deloitte|
Brown is a Senior Manager with Deloitte with more than
15 Leading complex Sales, Marketing and Customer
Portal Implementations. Gayemarie has led some of the firm's largest
Enterprise Content Implementations globally including multi-country,
multi-lingual content deployments. In addition to delivering
strategic content solutions for Fortune 500 clients Gayemarie
manages the firm's alliance with OpenText and holds Senior
Leadership positions within Deloitte's Information Dynamics practice
focusing on Enterprise-wide Content, Data, Sales,
and Marketing solutions.
Enterprise Content Management - Lessons Learned
|Nancy Brown, Executive Director, Winona Health Foundation|
Nancy Brown is the Executive Director of Development at
Winona Health. She has
been in development since 1995 with prior experience in both public
and private higher education. She has a Masters of Science in
Non-profit Administration from the University of Notre Dame and a
Bachelor of Arts in Journalism from the University of
Policies - Gift in Kind Acceptance.
Sample Form - Gift in Kind.
|Nancy Bryant, Director of Advancement Information Systems, Washington & Jefferson College|
is the Director of Advancement Information Systems at Washington &
Jefferson College, a small liberal arts college in Western
Pennsylvania. She is a 1995 graduate of W&J, and has been working
at the college since 2001. In 2003, she completed her M.Ed. in
Mathematics and Computer Science.
Prior to working at W&J, Nancy was a teacher at the high school and technical college levels. In her current position, she is responsible for the maintenance of the college's development and alumni database, and produces lists and reports for those departments. She also oversees the gift entry and acknowledgement process
Sample Forms - Data Request Form
|Paul Budlong, Assistant Director for the Rensselaer Annual Fund at Rensselaer Polytechnic Institute|
Paul Budlong is an Assistant Director for the Rensselaer Annual Fund
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
Planning - Operating Plan, Operating Plan Appendix, Appendix 1, Appendix 2
Policies - Reunion Gift Counting
|Tammy Burkhardt, Information Resources Manager, College Relations for Reed College|
|Extensive Gift Processing Flowchart|
|Daniel J. Burns, Esq., Director, Executive Search, Campbell & Company|
in 1976, Campbell & Company is a national philanthropic consulting
firm offering a full range of fundraising services, including
capital and endowment campaign counsel, annual and planned giving
program counsel, feasibility studies and development audits,
volunteer and staff training, marketing and communications plans and
materials, case statements, board development, and executive search.
What To Do 'Till the Headhunter Calls
|Terry Burton, Founder, Dig In Research|
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
Over the last few years Terry turned his attention to the area of donor relations and stewardship. He has written and published three books on stewardship related topics and issues including numerous discussion papers with industry leaders.
A Fundamental of Naming Opportunity Policy Statements is Stewardship
Donors Like the Tunes as Endowment Grows - Stewardship Strategy to Help you Grow Your Endowment
Endowed Chairs, Essence of Implied Stewardship, Part 1, Part 2, Part 3
Entitlement or Need. $100 million naming rights. Mile high expectations or just a fishing trip.
Evolving Naming Strategies.
Going Forward With Major Gift Asks.
Introduction to Stewardship.
Motivating the Money Givers.
Named Gifts Activity Surging.
Named Gifts Report.
Naming. Business school to go unnamed after receiving $85 million gift.
Naming Rights. Good overview of Terry Burton's new book, Naming Rights: Legacy Gifts and Corporate Money.
Naming Trends. Presentation on some emerging trends in naming opportunities.
$100 Million Dollar Gifts. Several generous philanthropists get people thinking about something good.
Spreading the Wealth. Trends in Philanthropy.
Stewardship is More Than a Thank You Letter
Telecom Business Rivalry Heats up with $30 Million Bell Lightbox Naming Deal
The Rising Tide of Major Gifts in International Philanthropy
Objects provides a leading suite of business intelligence
software - helping track performance, understand business drivers,
and managing your enterprise.
Closing the Fact Gap: The Intersection of Information, Action, and Accountability.
|J. Travis Byrd, Assistant Director of Annual Giving, Telefund Coordinator, Radford University|
Byrd began his development career as a successful student caller and
supervisor at Radford University. He is currently in his second year
as the Assistant Director of Annual Giving at Radford. He is
responsible for all phonathon operations at RU.
Caller Zone Evaluation Used for Call Monitoring