Contributors to Supporting Advancement

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Free resources for those supporting fundraising. Samples, white papers, best practices, job
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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.

Thanks to all of you who are making this site possible.

Trish Nagorski, Development Officer, Annual Giving, Lakehead University

Trish Nagorski is currently in her 4th year as the Development Officer, Annual Giving at Lakehead University in Thunder Bay, ON Canada. She is responsible for both the Direct Mail and Phonathon Program. Within the last two years they underwent a database conversion to Benefactor and had to create a new Phonathon card. This was the final product.

Alumni Envelope
Donor Card
Sponsorship Policy

Jim Napier, Program Associate, The Life Raft Group

Jim Napier began his development career as a student caller and has extensive experience as an annual giving professional. With over ten years of fundraising experience in higher education, he decided to change paths and now works for The Life Raft Group – A Cancer research and patient advocacy group. His last university position was as the Associate Director for Mail and Marketing with the Rutgers University Foundation. Before that, he oversaw annual giving operations for Murray State University. Jim began his professional career as the Assistant Director of the University of South Florida's Annual Giving Department.

Bookmark for Senior Class Campaign as an educational piece.

Caller Newsletters - Racer-Thon Gazette Issue 1, Issue 2, Issue 4, Issue 5, Issue 6, Issue 7, Issue 8, Issue 9, Issue 10.

Coaching Callers. Coaching and monitoring your annual fund callers.

Email Thank You for Considering a Pledge, Email Thank You for Received Pledge

Faculty staff challenge solicitation letter, faculty staff thank you letter.

Holiday Greeting with Choir. Email that went out directing recipients to card.

Letters - Current Donors, Holiday Appeal Letter, Lapsed Donors, Letterhead with Payment Form, Year End Appeal, Presidential Ask 1, Presidential Ask 2, Envelope, Letter.

Planning - Solicitation Calendar

Policies - Racer-Thon Policies and Procedures

Sample Forms - Call Monitoring

Scripts - Current Donors, Lapsed Donors, Parents, Not Yets, Universal Script Guide

Thank you note for first time donors.

Training Manuals - 1, 2. Supervisor Manual. Updated.

Jim Neish, Senior Director for Licensing Partners International

Jim Neish is the Senior Director for Licensing Partners International, a full-service licensing and marketing agency based out of Toronto . LPI currently manages the trademark licensing programs for the Canadian Football League and 35 US Colleges and Universities. Prior to joining LPI, Neish spent nine years at the CFL as their Director of Marketing and Communications. While at the League Neish spearheaded many of the League's marketing initiatives including the 'Rivalries' campaign which captured 7 Marketing Magazine awards and 2 Bessie's and played an integral role in the development of the Radically Canadian marketing program.

Collegiate Licensing: From Branding to Retail

Joyce Newton, Senior Strategic Analyst at Dartmouth College

Joyce is a Senior Strategic Analyst at Dartmouth College in Hanover, NH. She joined Dartmouth after several years as an Information Specialist in the biotech industry including Millennium Pharmaceuticals and Chiron Corporation. Additional experience in the information field was obtained as a Market Research Analyst for a direct marketing firm and as a Medical Librarian within a corporate environment.

Real Estate - New York Buildings
Real Estate - New York Coops
Real Estate Valuation Calculation Spreadsheet

Alexandra Nguyen, Assistant Director of The Webb Fund, The Webb Schools

Alexandra Nguyen is the Assistant Director of The Webb Fund at The Webb Schools, an independent college preparatory college boarding schools for students in grades 9-12. She has been part of Webb since March 2004 co-directing the annual fund and reunion giving through direct mail and telephone solicitations in addition to coordinating donor recognition and alumni relations programs. Alexandra '04 earned her Bachelor of Arts in Biology with a specialization in Business Administration from Whittier and is currently working on her MBA with a concentration in Management from Benedictine University in Illinois.

Class Agent Materials

Fundraising Packet
Class Agent Cover Letter, Class Agent Pre Call Solicitation Card, Class Agent Volunteer Description
Recruitment Packet
Class Agent Recruitment Letter, Class Agent Volunteer Description

Sample Forms
Gift in Kind, Payroll Deduction

Other Materials
Phonathon Training Manual

Karen Nichols, Director of Student Programs, Texas Christian University

Karen Nichols is the Director of Student Programs for the Annual Fund at Texas Christian University, a private liberal arts college in Fort Worth, TX. Her responsibilities include the senior class gift effort, The Senior Appreciation Program and the Student Philanthropy Program, a program educating current students about the importance of giving back to the University after they graduate.

Senior Class Gift Materials
Bricks Program - Solicitation Letter
Bricks Program - Brochure Side 1
Bricks Program - Brochure Side 2
Thank You Letter
Top Ten Excuses for Not Making Your Gift to the Senior Class Appreciation Program

Steven Nicolet, Assistant Director of Annual Giving, Ferris State University

Steven Nicolet has many years of experience in fundraising for the non-profit sector and higher education. He is currently managing the newly created calling center at Ferris State University. Prior service was Director of Development at Community Action House and the University of North Carolina-Chapel Hill where he was the Director of the Annual Fund. He created the Annual Giving departments at both Florida International University and Grand Valley State University. Additional higher education and philanthropic experience includes employment with Siena Heights University, the Heart of West Michigan United Way and a private fundraising consulting practice.

Professional Qualifications/Affiliations/Awards

C.F.R.M. Certificate in Fundraising Management, Indiana University, 2003
M.A. Humanities, Central Michigan University, 2001
B.S. Public Administration, Grand Valley State University, 1995
Member, Council for Advancement and Support of Education (CASE)

Flash Presentations: Good Times, Great Memories, Email for Solicitation.

The "First Time Donor Kit" - Good example of a first time donor kit including article on the kit.
The Roots of Our Success. Good example of an annual fund brochure.

Dave Nuscher, Director of Advancement Communications and Marketing, Boston College

If you have any questions, please send them to Dave Nuscher, Director of Advancement Communications and Marketing, Boston College, at [email protected] or 617-552-9182.

Samples - Pledge Reminder (For someone who spoke to a student caller), Pledge Reminder (Pledged by some other means.)

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.