Contributors to Supporting Advancement

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"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.

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

Robert M. Caldwell is Director for Advancement and External Relations at Hebron Academy in Maine where he directs all aspects of institutional fundraising, publications, communications, alumni & parent relations, and institutional planning for the 200 year-old private boarding and day school. Caldwell serves as Vice Chair for District I of the Counsel for Advancement and Support of Education. Caldwell was Executive Director of the Dartmouth College Fund at Dartmouth College, Director of The Bucknell Fund where he also served as Director of Annual & Special Gifts and Director of Alumni & Constituent Relations, and served St. Lawrence University on The St. Lawrence Fund staff. He began his fundraising career with St. Andrew's College in Aurora, Ontario in 1988 following four-years as an officer in the Canadian Coast Guard.

Pledge Commitment Letter
Statement of Understanding

Alexis Carter-Black, Coordinator of Grants and Contracts at Oklahoma City Community College

Alexis Carter-Black has been employed as the Coordinator of Grants and Contracts at Oklahoma City Community College since 2000. She is responsible for proposal development and administration, including monitoring an average US$1.7 million in annual grant funds. She previously worked for the Oklahoma State House of Representatives. She has a Bachelors degree in Political Science and a Masters degree in Public Administration (both University of Oklahoma). Ms. Carter-Black is the author of "Getting Grants: The Complete Manual of Proposal Development and Administration," to be published by Self-Counsel Press in April 2006.

Getting Grants - Proposal Writing Basics

Grants Management Procedures

Grant Partnership Etiquette

Grant Registration and Approval Form

Six Secrets of a Successful Grants Office

ccbeard and associates

Carl Beard is principal consultant for ccbeard & associates. A native of Tennessee, Mr. Beard spent the early years of his career as a church musician, a professor at Furman University and for 10 years, Founder and Executive Director of GAMAC, a multi-faceted community performing arts organization located in Anderson, South Carolina. With over 20 years of development experience, Beard served Clemson University as Director of Planned Giving and Mars Hill College as Vice President for College Advancement. He has been involved in capital campaigns with goals ranging from $6 million to $500 million. Most recently, he planned and directed a $200 million campaign at the University of Richmond and directed a $500 million campaign at the Colonial Williamsburg Foundation. Beard is an educator, musician and fundraiser. His diverse experiences in fundraising and management in the education, arts and museums arenas qualify him to provide his clients with a complete and diverse array of services and counsel.

Guide to Working With a Prospect

Chuck Chan, Manager of Trademark Licensing and Brand Development, University of Toronto

A graduate of the Ontario College of Art and Design, Chuck has been the Manager of Trademark Licensing and Brand Development at the University of Toronto for the past 4 years. In his current role, he has helped spearhead a robust trademark licensing program regarded as a Canadian bench mark and industry standard. In previous roles at U of T, Chuck has been the Manager of Art Direction and Acting Director of Communications at Athletics.

Prior to joining U of T, Chuck was involved in design communications at IBM Canada and The Weather Network. Chuck remains an active illustrator, designer and communicator with his design communication company, Charlie Communications.

Licensing 101

Maryellen Charbonneau, Director of Annual Giving, Northern Michigan University

Fundraising Newsletter.

Debby Charron, Director of Development Services for the National Foundation for Centers for Disease Control & Prevention

Debby Charron is the Director of Development Services for the National Foundation for Centers for Disease Control & Prevention in Atlanta, Georgia. Debby was recruited by the Foundation while fulfilling a similar role for Oglethorpe University (Atlanta, Georgia). She has been instrumental in the field of advancement services for more than a decade. Her expertise in operations management has provided a solid infrastructure for a variety of organizations and institutes of higher education. She consults for organizations in Georgia, Alabama, Texas and New York.

Debby’s current major projects include benchmarking for non-traditional organizations and comprehensive strategic planning operations.

Sample Forms - Data Request Form

Frank Chudnow, Vice President of SofterWare Inc.

Frank Chudnow is the Vice President of SofterWare Inc. He has spent over 25 years working with non-profit organizations. Prior to joining SofterWare he founded and directed the Madison Mutual Housing Association, a developer and manager of scattered-site low income housing.

SofterWare serves the nonprofit fundraising market with the DonorPerfect Fundraising Software product line. There are thousands of diverse organizations using DonorPerfect worldwide including higher education institutions, museums, private schools, hospitals, health, social service and community organizations. DonorPerfect is known for both its ease of use and its flexibility and scalability. Request a free demo.

Creating a Preauthorized Gift Program

Jennifer Conboy, Assistant Director of Advancement Electronic Communications, Boston College

If you have any questions, please send them to Jennifer Conboy, Assistant Director of Advancement Electronic Communications, Boston College.

Competition - Good piece on how you can compete with giving participation

Alysia Conklin, Assistant Director of Annual Giving, Creighton University

Alysia Conklin is the Assistant Director of Annual Giving at Creighton University in Omaha, NE. After working as a Phonathon caller, student supervisor, and Annual Fund Intern during her four years of college, Alysia joined the Annual Giving staff fulltime; graduating with a BSBA in Marketing from Creighton in 2004.

Hiring Materials - Caller Application Form, Caller Application Questions, Caller Application Questions - Key
Personal Interview, Telephone Interview, Leadership Interview Questions, Leadership Team Application, Supervisor Interview Questions
Survey - Alumni Relations and Annual Giving Survey

Jennifer Cooper, Executive Director of Development Operations, Vanderbilt University

Since April of 2004, Jennifer Cooper has had oversight responsibilities for Vanderbilt University's offices of Prospect Research, Information Management, and Gift/Record Processing. From 1993 to 2003, she was the Director of Research & Prospect Management at the University of Oregon Foundation. She has been a frequent presenter for both the Association of Professional Researchers for Advancement (APRA) and CASE. Last year, she served as co-chair for the CASE conference for Prospect Research, was the Prospect Management track chair at the APRA International Conference in Dallas, TX, and was the Prospect Research faculty for CASE's Summer Institute for Advancement Services in Nashville, TN. Jennifer has a BA in Public Relations and a BS in Telecommunications & Film both from the University of Oregon.

Overview of Peer Screening.

Prospect Screening Checklist.

Ron Coscia, Principal, Conversion Professionals

Ron Coscia has over 30 years of experience in the computer software industry as a programmer, systems analyst, project leader and, most recently, as an independent consultant. He has worked for such notable companies as Computer Usage Co., and Computer Sciences Corp. Since 1992, his focus has been on the non-profit community, helping organizations convert outdated fundraising software to more modern and efficient systems, as well as assisting with general data import/export issues.

Using a Consultant

Elizabeth McKenna Cozart, Assistant Director of Direct Marketing, The University of North Carolina at Chapel Hill

Elizabeth has been with the Carolina Annual Fund since 2010. In her current role as Assistant Director of Direct Marketing, she attracts private gifts to all academic areas of UNC-CH through varied marketing channels including direct mail, email, social media and multimedia.

Samples of the Carolina Annual Fund’s “Why Give to Carolina?” Infographic Brochure. The annual fund mailed a tri-fold self-mailer brochure to lapsed donors as a segment of their year-end efforts. They have used the main Infographic image in online and social media communications.

Francine Cronin, Associate Vice President for Annual Giving at Emory University

Francine Cronin brings 18 years of experience working in the world of higher education fundraising to her role as associate vice president for annual giving at Emory University. She is active on the Development and University Relations Leadership Team and the university’s Administrative Council. In the three years that Francine has been at Emory, the Annual Fund has almost doubled from $3.6 million in fiscal year 2002-03 to $7 million in fiscal year 2005-06. During this same time period alumni participation has grown from 25 percent to 36 percent. Francine’s desire to work in the development and alumni relations field was sparked during her senior year of college, at the State University of New York at Geneseo, where she served as a committee member of the college’s first-ever Senior Gift Campaign (Class of 1987). Upon graduation, she began her career at Rochester Institute of Technology (RIT), first as assistant director of the Telefund Program and then as director of the annual fund. While working full-time she attended night classes part-time at RIT and in 1993, she earned her M.S. in career & human resource development with a concentration in organizational development. Francine played an active role in RIT’s $100 million five-year capital campaign, “Access to the Future”. After spending six plus years in a large private university setting, Francine moved back to her hometown of Utica, N.Y., and worked at a small public university—SUNY Institute of Technology at Utica/Rome (SUNYIT). She served as director of development & alumni relations at SUNYIT for more than eight years until she moved to Atlanta in June of 2003 to lead Emory University’s Annual Giving Program. Francine is currently serving as vice chair & chair of the Membership Committee for the National Annual Giving Director’s Consortium (NAGDC).

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

Direct Mail Results - 4 Year Comparison, 2, Results by Segment

Policies - Appeal Policy

Sample Forms - Appeal Request Form, Gift Form, Pledge Card

Other Contributions

Contributions are also received from anonymous contributors, and sometimes taken from listserv postings. Thanks in advance to everyone for sharing. In accordance with our terms of use, legal and privacy statement, copyright remains and belongs to the originator and can be removed upon request at any time.

Email Subscriptions - Sign up for email newsletters to areas of topical interest.
Favorite Listservs - Useful for advancement professionals and a guide to listserv etiquette.
Like Minded - Sites with similar or related information or resources.
Research Pages - Individuals and organizations with research links on their sites.