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| Contributors to SupportingAdvancement.com ... |
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| Misty Farmer, Development & Alumni Relations Officer for the UAB School of Dentistry |
 Misty
serves as Development & Alumni Relations Officer for the UAB School
of Dentistry. Prior to that, she held the position of Annual Giving
Coordinator for two years at UAB. She came into her career in higher
education after working for the National Alumni Association for four
years at the University of Alabama in Tuscaloosa, AL.
Job Description -
Leadership Council Roles and Responsibilities,
Council Manual Table of Contents |
| Steven J. Farwick II, Assistant Director of Annual Giving, University of South Carolina |
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Steven
Farwick II serves as Assistant Director of Annual Giving at the
University of South Carolina and began his tenure managing the
institution’s call center. He currently directs the University’s
first ever young alumni and student philanthropy campaigns as well
as the 50th reunion giving program.
Caller
Evaluations
SPURS is the University of South Carolina’s new student
philanthropy education program and
this
brochure was utilized to help incoming freshman make their
way around campus while learning about philanthropy. |
| Scott Fendley, Principal, SF Consulting |
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Scott
Fendley is the Principal of SF Consulting. Scott Fendley was
previously a senior associate at Bentz Whaley Flessner, and the Director of Advancement Services at
Wabash College
in Crawfordsville, Indiana, a position he has held since August
2000. Before then, he had worked in the publishing industry as a
financial analyst, project manager, operation manager, and data
integrity manager for various firms in the Indianapolis area. Scott has been active in the Datatel User’s Group, serving on the Benefactor Track Team for the 2004 User Group Conference, and is the Agenda Chair for the Great Lakes User Group Conference in 2004. At the Datatel User Group, he has presented on Prospect Management, Campaign Reporting, Campaign Forecasting, Audit Preparation and Business Office / Advancement Relationships. Scott earned a bachelors degree in Mathematics from Wabash in 1988 and received an MBA from Indiana University in 1996. Scott has also been the PA announcer for the Wabash football and basketball teams.
Corporate Philanthropy.
Final Countdown. Presentation on campaign reporting with
a number of sample reports, charts and graphs.
Gift Acknowledgment Protocol Sample campaign gift
acknowledgement protocol.
Gift Processing: Dotting the I's and Crossing the T's: How to
Improve Efficiency and Accuracy!
It's All Common Work.
Presentation on infusing donor relations throughout your
institution.
Job Description -
Director of Advancement Services
Prospect
Management Before, During and After the Campaign
Rebuilding a Stewardship Program
Samples -
Receipt
Small Shop Services.
Development operations in small shops can have their own sets of
challenges. Presentation on what small shops need to know and
provide.
Stewardship Plan -
A
New Season of Stewardship |
| Derek S. Ferris, Director of Advancement Services, Olivet Nazarene University |
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Derek S. Ferris, MBA, has
held the position of Director of Advancement Services for 5 years
and has worked in development at Olivet for 11 years. He oversees
gift entry, receipting, and data maintenance and personally produces
all of the fund-raising reports for the institution.
Donor Stewardship Report |
| Gail A. Ferris, Director, Development Systems, US Holocaust Memorial Museum |
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Matching Gifts Best Practices |
| Holly Harrison Fiala, Vice President of Advancement, Wheat Ridge Ministries |
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Ms. Holly Harrison Fiala joined Wheat Ridge Ministries in January
2007 as Vice President for Advancement. In this position, she
directs the development functions, including major gifts, planned
giving, donor relations and special events. Harrison Fiala has authored several articles including, "Landmark Churches Preserving a Legacy of Faith and Community," "Conservation of Surplus Schools" and co-authored "Conservation of Urban Religious Properties," which was distributed nationally by the National Trust for Historic Preservation. A member of the Association for Fund Raising Professionals, and serving on the Chicago Chapter Board of AFP Harrison Fiala graduated from Northern Illinois University, DeKalb, Illinois, with a bachelor's degree in education and earned a master's degree in art history from the University of Pittsburgh, Pittsburgh, Pennsylvania. She holds a certificate in non-profit management from the University of Illinois, Champaign, Illinois, and certificates in fund raising planning and major gift development from The Center on Philanthropy at Indiana University, Indianapolis, Indiana.
Count Me In.
Sample form used to helping to encourage board members to give and
engage with the organization. We've been using it for 3 years
and have found we now have 100% participation, not only in annual
giving but in supporting the organization's development in other
areas. We send this out prior to the beginning of the fiscal year
and then send out quarterly reports to the board to give them a
progress report. It's been working well and we have board members
telling about their experience in hosting events, results from
signing end of the year solicitation letters etc. |
| Larry Filler, Partner, Boire Filler Group |
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Larry
is a partner with the Boire Filler Group, a company he co founded in
1999 that provides datamining, database analytics and consulting
services to organizations that are looking to enhance their
marketing strategies and improve organizational profits. Larry has
more than 17 years of relationship and database marketing
experience. During this time he has developed the ability to bridge
the gap between complex and mathematical data mining techniques and
the need to build more effective marketing/business solutions
Practical Side of List Management |
| James Finkler, Annual Giving Officer, Pennsylvania College of Technology |
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Jim
Finkler is the first Annual Giving Officer at Pennsylvania College
of Technology in Williamsport, PA, Pennsylvania's premier technical
college and an affiliate of Penn State University. Jim joined the
Institutional Advancement Office in January 2001, after nearly 5
years as an admissions representative at Penn College, and nearly 11
years as a radio news reporter/anchor. He manages all annual giving
programs at Penn College, which also counts as alumni the graduates
of predecessor institutions Williamsport Technical Institute
(1941-1965) and Williamsport Area Community College (1965-1989);
serves as information coordinator for the Institutional Advancement
Office; and assists the Alumni Relations Office by conducting the
national/international search for about 10,000 lost alumni of
Williamsport Technical Institute.
Sample Forms -
Faculty Staff Gift Form,
Pledge Card
Samples -
Faculty Staff Solicitation,
Teaser Email 1,
2,
3,
Faculty Staff Renewal Letter,
Friend Annual
Fund Letter, Scholarship Appeal, Faculty Staff New Employees Letter |
| Jason Fisher, Senior Counsel, Advancement Solutions Consulting, A Division of RuffaloCODY |
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Phonathon in the Age of Economic Turbulence |
| Linda H. Fleit, President, EDUTECH International |
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Linda H. Fleit is the President of
EDUTECH International, a management and technology
consulting firm for colleges and universities, a position she has
held since 1985. She has been in the field of higher education
computing since 1970, having held positions at Tufts University,
Boston College, the Harvard Business School, and the University of
Hartford. In addition to her extensive consulting, Mrs. Fleit publishes, edits, and does a major portion of the writing for The EDUTECH REPORT, a monthly newsletter read by thousands of higher education faculty and administrators all over the world.
Institutional Resource Assessment - Assessing an
institution’s information technology resources is increasingly
necessary. |
| Lisa B. Fort, Director of Alumni Affairs, Brevard College |
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Alumni event flow checklist,
Event Response Card,
Follow
Up Event Letter. |
| John Foster, Development Officer - Phone, UBC Annual Giving, University of British Columbia |
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John
has worked with the UBC Annual Giving Phone Programs since December
2005. For more than 10 years John has been involved in non-profits
with roles ranging from development coordinator to executive
director. He has also held consulting positions with private sector
firms supplying integrated non-profit solutions dealing with mobile
payment solutions (www.auctionzoom.ca),
high efficiency credit card processing, web and email solutions and
donor databases and has worked with over 100 organizations to help
them improve efficiency and accuracy in their fundraising efforts.
Employment - Telefund -
Training Schedule,
Ask Ladder Exercise,
Fund Description Exercise,
Rapport Building Exercise
Employment - Telefund -
Scheduling Calling Shifts |
| Linda S Freed, Director of Grants and Faculty Development, University of Wisconsin, Oshkosh |
|
Linda
Freed, Director of Grants & Faculty Development, University of
Wisconsin, Oshkosh, has worked in university research and grants
administration for nearly 20 years.
Sample Forms -
Foundation Checklist |
| Steve Frick, Program Coordinator, University of Georgia |
|
Steve Frick has been a Program Coordinator for the University of
Georgia's Advancement Research Department for three years, and he
has been responsible for UGA's peer screening effort for the past
two years. His other areas of focus are currently prospect
identification and research. Steve is also the Treasurer for the Georgia Chapter of the Association of Professional Researchers for Advancement.
Screening for Gold in Two Different Mines |
| Pam Fronko, Director of Publications & Information Services, West Virginia University Foundation |
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Planning -
Campaign Communications Plan |
| Dana Futrell, Director, President Inner Circle, Trinity University |
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Sample Forms -
Contact Report |
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