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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 ...|
|Ted Haegele Director of Institutional Operations & Central Donor Records, Jewish Theological Seminary|
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
Gift Processing - Transmittal Process
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
HEP Development Services in 1996.
Best Practices: Compliance with the CAN-SPAM Act
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|
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.
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 Solicitation Cost Analysis
|Candace L. Hamblin, Coordinator of Data Systems, Advancement Services, Rollins College|
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
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.
|Sheri M. Hamiter, Annual Giving Officer, Samford University|
Direct Mail Calendar
Employment - Caller Contract, Interview Guide, Phonathon Supervisor Application Form,
Phonathon Supervisor Job Description, Student Application, Student Caller Job Description
Phonathon Evaluation by Student Caller
Planning - Goals and Objectives
President's Letter Donor
President's Letter Non Donor
President's Letter FY03
Senior Campaign Letter
Student Caller Letter
|Mark Hanlon, Development Officer, Annual Fund, Memorial University of Newfoundland|
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 -
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
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|
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
|David W Hazeltine, V.P., Fundraising, DMW Direct Fundraising|
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
|Pauline Urbano Hechler, Director of Development, St. Gregory College Preparatory School|
|Job Description - Development Committee.|
|John Heckbert, Development Analyst Annual Giving, University of Waterloo|
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
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|
is currently the Director of Annual Giving for Pennsylvania State
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|
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'?
|Mary M. Heller, Development Officer - Research, University of Missouri in St. Louis|
|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
Stewardship - Million Dollar Donors
|John Hermans, Manager of Advancement Research in the Division of University Advancement, University of Toronto|
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.
Prospect Research Fundamentals
|Kelli Hills, Assistant Director, Annual Giving, Eastern Washington University|
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|
|Donna Ancypa Holmes, Assistant Director, The Oberlin Fund, Oberlin College|
Donna Ancypa Holmes is an Assistant Director for The Oberlin Fund,
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
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|
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|
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|
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
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|
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