Contributors to Supporting Advancement

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.

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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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Ted Haegele Director of Institutional Operations & Central Donor Records, Jewish Theological Seminary

Ted 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.)

Gift Processing - Transmittal Process

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

E-solicitations - Amazing, Holiday Greeting, Imagine.

Rendi Hahn, Director of Annual Giving, Abilene Christian University

Rendi serves as Director of Annual Giving at Abilene Christian University. Her primary responsibility is to provide oversight and direction for all annual giving programs (mail, phone, email) and personal solicitations by annual giving officers. She began her service at ACU in 2003.

E-solicitation. Thank You. Email sent to direct people to the e-solicitation.
Email Thank You (Joint credit on this to RuffaloCody)
Job Description - Class Agent
Valentine Card
Valentine Response
Valentine Solicitation Cost Analysis

Candace L. Hamblin, Coordinator of Data Systems, Advancement Services, Rollins College

I 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.

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

Gift Processing - Sample Sections from Gift Processing Manual

Records Management Statistics - Template used to help evaluate status of processed records, Template for evaluating records processed.

Courtney Hankins, Assistant Director, The St. Edward's Fund, St. Edwards University

Caller Training

Mark Hanlon, Development Officer, Annual Fund, Memorial University of Newfoundland

I am currently a development officer for annual giving at Memorial University of Newfoundland in ST. John’s, Newfoundland and Labrador, Canada. I run both our telefund and direct mail campaigns, as well as our friends and international alumni appeal. I have a Bachelor of Arts from Memorial University and will be pursuing an MBA very soon.

Employment - Caller Evaluation Form

Samples - 90 Day Pledge Reminder, Lybunt Letter.

Scott Harris, Annual Giving Coordinator, Wilfred Laurier University

Hiring and Evaluation - Caller Evaluation, Interview Package for Potential Callers

Training - Mock Phone Calls, Mock Phone Calls_2

Christopher J. Harvey, Assistant Director, Colonnade Society, University of Maryland, College Park

Currently the Assistant Director of the Colonnade Society at the University of Maryland, Chris has over 6 years of experience in higher education annual giving solicitation. He has spent the last year personally soliciting gifts for Maryland's leadership giving society.

Mid Range Donors. The Annual Fund's role in increasing donor value and bridging the gap to major gifts.

Jonathon L. Hawkins, Executive Director for Development & Alumni Relations, Cumberland University

Jonathon 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.

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

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

DMW Direct Fundraising has been providing results-driven direct response fundraising and marketing services since 1968. We partner with development, membership and marketing professionals at nonprofit organizations nationally – to help them achieve their goals, through consulting & strategy, creative, data & decision support, production, and fulfillment services.

Direct Mail Case Studies - New Member Acquisition, Label Pin Appeal, Magnet Appeal, Southern Methodist University, University of Denver.
Engaging Alumni - The Return of Marketing to Fundraising. Engaging Alumni with Premiums and Other Tested Strategies

Evolving Direct Mail. Is your direct mail program evolving - this is not your father's #10 envelope.
Five Lessons Learned From Higher Education Fundraising
Improve Your Direct Mail ROI
Samples - Angelo State University Young Alumni Postcard, Ithaca College: Pre-Phonathon Postcard, Young Alumni Challenge Buckslip Insert.
So, You Think Your Direct Mail is Personalized?
The Value of Outsourcing Production
20 Great Ideas to Generate Giving from Parents, Grandparents and Families
Variable-Data Printing - Variable-Data Printing Gives Personalization a Whole New Meaning

John Heckbert, Development Analyst Annual Giving, University of Waterloo

John Heckbert is a graduate of the University of Waterloo from the philosophy program in 2004. While attending University he also worked as a evening supervisor and in administrative support for the student fundraising program. As an analyst within annual giving he manages projections, strategic planning initiatives and the parents campaign.

E-solicitations - Library, Thank you to Donors
E-solicitations - Faculty of Applied Health Sciences, Faculty of Arts, Faculty of Engineering, Department of Mathematics, Renison College, St. Jerome's University, St. Paul's College.

Howard Heevner, Director of Annual Giving, Pennsylvania State University

Howard is currently the Director of Annual Giving for Pennsylvania State University.

Howard worked at DePaul University on solicitation strategy for all gifts less then $10,000. He was also over Faculty/Staff Giving, Presidents Club, and Corporate In-house Campaign programs. His area was also charged with implementing reunion giving program, student giving program, and parents giving program.

Howard has previously worked with the University of Iowa Foundation and University of Michigan in a similar capacity. He has also had the opportunity to work as a Telemarketing consultant with Bob Burdenski. In the past three years, Howard has spoken at several conferences on a variety of topics."

Selling the Annual Fund Investment to Decision Makers
Student Caller Supervision. Keys to the successful supervision of students.

Alan S. Hejnal, Director of Advancement Services, University of Richmond

Alan S. Hejnal discovered the exciting world of advancement services at The Claremont Graduate School (now Claremont Graduate University), becoming the director of prospect management and research. For the last fifteen years he's gone back and forth between being the person in fundraising departments who deals with technical things and the person in information services departments who talks to end users, at Sacred Heart University, DePaul University, Marquette University and Gettysburg College. Along the way, he has worked with a number of fund-raising software systems, and has managed the implementation of fundraising software systems at two different institutions. He serves as an at-large member of the Product Advisory Group, a standing committee of the SunGard BSR User's Group. Alan has a bachelor's degree from Hobart College and master's degrees from The University of Michigan and from Claremont School of Theology.

Blog - One Gift "from Multiple Donors".

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

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

Non-Cash Gift Terminology. A clearer understanding.
What Do We Mean by 'Annual Fund'?

Kelli Hills, Assistant Director, Annual Giving, Eastern Washington University

Kelli Hills graduated from Central Washington University in 1995 with a BA in Leisure Services. She has worked at Eastern Washington University since 2007, as part of the Alumni Advancement team, overseeing the Telefund, the Pass Through the Pillars Brick Campaign and assisting with alumni events. Kelli also has a MS in Communications from EWU.

Pledge Confirmation Email
Request from Donor to Send More Information Email

James W. Hofbauer, Assistant Program Manager, Kent State University

Caller Newsletter

Donna Ancypa Holmes, Assistant Director, The Oberlin Fund, Oberlin College

Donna Ancypa Holmes is an Assistant Director for The Oberlin Fund, Oberlin College's annual giving program. She coordinates 25th reunion giving and direct mail appeals, and is the annual fund's principal development writer. In addition to being a 1991 graduate of Oberlin, she holds a certificate in nonprofit management from George Mason University in Virginia.

Annual Fund Advertisements - Music, Science

Alumni Giving Survey.

Job Description - Class Agent.

Reunion Guide - Good guide for staff and volunteers calling for reunion programs.

John Hostler Consultant, Grant Park Group

John was the executive director of advancement services at Columbia College Chicago, the country's largest and most diverse private arts and communications college, where he is currently spearheading a transformation of advancement services, research, and interdepartmental knowledge-sharing functions.

Previous to Columbia John worked at St. Bonaventure University where, as senior director of prospect research and advancement services, he rebuilt advancement support operations and led a large-scale database conversion. Prior to St. Bonaventure, John managed advancement and research support services at Jane Addams Hull House Association as director of development operations. His previous experience included development work in community radio as well as marketing and project management roles in the corporate sector. John holds an MBA from the University of Missouri-Columbia, and has completed class work toward a master’s degree in journalism at Indiana University.

Critical Issues in Development. Despite fundraisers’ cautious optimism, economic concerns and flat growth in gift making continue to cloud the philanthropic landscape. This stagnation presents monumental challenges to an industry grappling with accelerating change in constituent behaviour, information technology, and business practices. Over the next three to five years, strategies, tactics, and characteristics discussed herein will increasingly define and undergird successful nonprofit organizations.
Succeeding Without Consultants - Presentation, Notes

The Role of Prospect Research in a Knowledge Management Environment - Presentation, Notes

Transforming Advancement Services through Knowledge Management - Presentation, Notes

Shanay Heurta, Assistant Director of Alumni Relations, Illinois State University

Shanay worked to create a comprehensive “how-to” guide to assist alumni in planning reunions. This resource is intended to alleviate some of the time staff has used in the past in helping with reunion coordinating as we move to a volunteer driven, staff supported approach in alumni work.

Reunion Planning Guide

Sarah Hull, Director of Research, Foundation of UMDNJ

Sarah Hull is the director of research at the Foundation of UMDNJ (a division of the New Jersey Health Foundation). Prior to development, she worked as a librarian and archivist at higher education and health-science institutions in New Jersey and Massachusetts. Sarah holds an MA in medieval studies from Fordham University and an MS in library and information science from Simmons College.

Power Tools - Good comparison of different research tools. Both a PDF and an Excel version.

Steven Hupp, Manager of Donor Research and Records for the Chicago Botanic Garden

Steven Hupp is Manager of Donor Research and Records for the Chicago Botanic Garden. He was also Editor of Prospect Research Blog, the first blog devoted to Prospect Research and Fund Raising. He has been a researcher for fourteen years. His past employers have included Northwestern Memorial Hospital and Illinois Institute of Technology.

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

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.