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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 ...|
|Brian Lacy, Senior Vice President, HEP Development Services|
Lacy began his development career at the University of Toronto 16
years ago as the first full time call center manager. He first
became a Director of Annual Giving in his next position at Trent
University. Brian then moved to the US and enjoy success as Director
of Annual Giving at St. Francis University in PA, Kent State
University, and finally the University of Connecticut. After three
years at UConn he agreed to join HEP Development Services which is a
very respected vendor in the wealth screening, data cleansing, and
matching gift areas. Since joining HEP full time more than 3 years
ago, Brian has worked with more than one thousand non-profit from
colleges and universities to hospitals, hospices, food kitchens,
fraternities and more. Brian continues to present occasionally,
attend about a dozen conferences annually, and maintain several
annual giving consulting clients.
Meeting of the Minds - Best Practices for Acquiring More Matching Gifts
|Liz Landry, Director of Advancement Services, University of Louisiana at Lafayette|
Landry is the director of advancement services at the University of
Louisiana at Lafayette and a 1981 graduate of the university. She is
responsible for the staff and budgets in the areas of gift and
pledge processing, matching gifts, prospect research, and database
administration. She is also charged with developing and executing
strategies for information services to and communication with the
university advancement area and other university constituencies.
Horses, Software and Bad Art - Booking Non-Cash Gifts and Giving Credit where Credit is Due
|Emily H. Lane, Assistant Director of Special and Annual Giving, Radford University|
|Staying Connected - Presentation made to the senior class leadership seeking their involvement.|
|Paul Lanning, Director of Corporate and Foundation Relations, University of the Pacific|
Lanning is Director of Corporate and Foundation Relations at
University of the Pacific in Stockton, California. He is a graduate
of both the University of California, San Diego (B.A.) and the
University of Massachusetts, Amherst (M.S.) and has 15 years of
experience in fundraising, marketing and business development in
both the non-profit and for-profit sectors.
Policies - Corporate Foundation Fundraising Guidelines, Prospect Management
|Lori Lasansky, Associate Director of Information Technology, University of Iowa Foundation|
Lori Lasansky is Associate Director of Information Technology at the
University of Iowa Foundation. Prior to working at the UI
Foundation, Lori was Interim CEO and Vice President of Product
Development at Ascend Technologies, Inc. Lori holds a BBA in
Management Information Systems and a BA in Computer Science from the
University of Iowa.
Crystal Reports Some tips and tricks when using Crystal Reports.
|Karen Latora, Director, Advancement Services, UC Davis|
Best Practices in Partnership - Annual Giving and
Data Integrity Schedule - Best times to schedule data integrity procedures.
Job Description - Senior Manager of Gift and Data Services.
|Leisha LeCouvie, Associate Director, Alumni Affinity and Volunteer Relations at McGill University|
LeCouvie has worked in alumni relations for many years, starting
first at Trent University in Peterborough, then at Concordia
University in Montreal. Leisha has held several positions in alumni
affairs over the years, including special events coordinator and
Leisha is currently Associate Director, Alumni Affinity and Volunteer Relations at McGill University. Areas working with her include: affinity and travel programs, market research, student programs, volunteer recruitment and board management.
Building Affinity through Affinity
|Tony Lee Office of annual Giving, Florida Atlantic University|
|Annual Giving Ad - One Click, One Minute, One Student|
|Annette Levitt Assistant Director, Alumni Relations Illinois State University - Normal|
|Web Promotion Plan for Alumni Magazine|
|John Ley, Director of Information Services, Southern Methodist University|
Ley has been at SMU since 1993 and is currently serving as the
director of information services in the Development and External
Affairs division. After many years he became one of SMU’s recent
graduates earning his bachelor degree in social science
(psychology/philosophy). Prior to that he served as project lead for
the IMPACT Project, the PeopleSoft Advancement Implementation at
SMU. Previously, John served as the manager of gift accounting &
campaign reporting in the Office of Development.
John has served on the faculty at CASE’s Summer Institutes, the Annual Senior Conferences, and the Matching Gifts Symposium chairing the Annual Senior Meeting for four consecutive years. He has also been published in CASE CURRENTS and the CASE book, Advancement Services.
Doing More With Less!
Finding Lost Alums - Putting together the Puzzle
Neither IRS nor CRA are 4-Letter Words, Version Presented at the CASE Gift Processing Workshop
Technology CAN be Our Friend
|Richard Lim, Vice President, Affinity Market Group, at Meloche Monnex|
Lim is Vice President, Affinity Market Group, at Meloche Monnex. He
graduated from Sir George Williams University (now Concordia
University) with a Bachelor of Commerce degree (major in
accounting). Richard is also a Certified General Accountant and has
successfully participated in the Executive Development Program, at
Queen’s University in Kingston. He is a Trustee of the Education
Foundation of CPAC.
Richard started his career as an internal auditor with a large life
insurance company in Canada. He later worked for a major trust
company as Computer Auditor. He was the Controller and Treasurer for
an advertising company and subsequently the Division Controller of a
publicly traded international manufacturing company.
Richard joined Meloche Monnex in 1982 and has held various positions in finance, administration, human resources, and systems management. In his current position as Vice President, Affinity Market Group, he is responsible for corporate client relations, public relations, and business development in Ontario
Maintaining a Successful Long Term Partnership
|Jeffrey A. Lindauer, Executive Director, Office of Special Gifts & Annual Giving Programs at IU Foundation|
In this capacity, he oversees all areas of Special Gifts and Annual
Giving Programs, including the IU Annual Fund, Class Campaigns,
Parents Fund, Well House Society, Young Alumni Programs and other
campaigns as they arise.
Jeff has spent his entire 10+ career working with Indiana University
rising from the calling floor as a student to his leadership role of
As well as consulting, Jeff is the co-author of Conducting a Successful Annual Giving Program, one of five books in the very popular "Dove on Fundraising" series published by Jossey-Bass (link here). Active within the field, Jeff has conducted numerous presentations and seminars about annual giving and related topics at various conferences and other venues.
Fact or Fiction - Assessing Your Programs.
|Rachel Ronning '99 Lindgren, Assistant Director of Alumni Development & Parent Relations, California Lutheran University|
|Training - Etiquette and Protocol|
|Jonathan Lindsey, Assistant Vice President, Donor and Information Services, Baylor University|
Sample Forms -
Data Request Form,
Seven Questions/Considerations for your Data Mining Efforts
|Jennifer Liskow, Assistant Director of Development, Rivier College|
|Staff Policies - Student Worker Confidentiality Agreement|
Joshua E. Liss, Director of
Annual Giving and Alumni Programs
Robert Schattner Center University of Pennsylvania School of Dental Medicine
Sample Forms - Tally Sheets - 1, 2, 3, 4
|Trista S. Lowther, Donor Relations Specialist/Matching Gift Administrator, Boys Town|
|Matching Gifts - Buckslip used in mailings, including annual report.|
|Diana Lygas, Annual Fund, The College of New Jersey|
Evaluation of Telefund Program
Sample Forms - Gift Record Sheet, Nightly Summary Sheet