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    board and more. Sustained by your enthusiasm, expertise and contributions of content.


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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.

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Contributors to SupportingAdvancement.com ...
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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

Like MindedOther 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.

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

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