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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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Laura Palmer, Assistant Director of Annual Fund Programs, Drake University
Email AddressI am a recent graduate of the University of Iowa where I worked as a telefund caller for three years. I am the Assistant Director of Annual Fund Programs at Drake University.

Supportingadvancement.com Confidentiality Statement

Supportingadvancement.com Phonathon Training Presentation
Sibyl E. Pedziwiatr, Matching Gifts Manager, Advancement Services, North Carolina State University
Email AddressSupportingadvancement.com Matching Gift Labels - Sample labels that NC State University uses to verify gifts eligible to be matched. Most companies will accept a label in lieu of completing the fields on their matching gift form.
Athletics Avery 5163, Athletics Avery 5164, IBM  Avery 5366, Avery 5163, Avery 5164.
(Right click and save as to download.)
Kerri Pepperman, Webmaster, Development Communications, Office of Development, University of Michigan
Email AddressSupportingadvancement.com E-solicitation - Stewardship Piece Sent out To Donors
Don Philabaum, President & CEO, IAC
Email AddressIAC is a Social Networking Software development company founded in 1995 to provide groups and organizations worldwide with online tools to help them communicate with their members, acquire more data and information about their members, provide a series of revenue-generating channels, network and engage members and reduce the time and cost to manager their members. IAC also sponsors the Wired Communities blog.

Supportingadvancement.com Create an Email Use Policy - Email your Alumni - but not everybody at once!
Amy J. Phillips
Email AddressWith more than 20 years of work experience at various charitable organizations, Amy Phillips has acquired an understanding for many aspects of nonprofit management. Most recently she served as Gift Registrar for the Smithsonian Institution; Phillips’ prior experience in institutional advancement has included positions at two colleges, a museum and a “think tank” in Washington, D.C., as well as various contractual/consulting opportunities. An active CASE member, Phillips has earned “faculty star” citations as a presenter at several conferences, including the annual Summer Institute in Advancement Services. She has also given presentations on software utilization tricks, best office practices and matching gift processes for the Millennium user community, as well as the Association for Advancement Services Professionals [AASP]. She is an active Founding Member of AASP, serving on the Board as membership chair and member of the Ethics Committee. Amy is currently consulting with organizations in the DC area as she pursues her next career challenge.

Supportingadvancement.com Acknowledgement Letter. Example of acknowledgement letter using merge fields for custom letters.
Supportingadvancement.com Business Plan Outline

Supportingadvancement.com Data Integrity Links on the Records Page
Supportingadvancement.com Disaster Planning. What are some of the things development staff need to be able to focus quickly during catastrophic events?
Supportingadvancement.com Documenting Donor Intent. Gift agreement for individuals and endowment agreement for individuals.
Supportingadvancement.com E-solicitations - E-mail sent to Faculty Staff for Accomplishments E-solicitation

Supportingadvancement.com Enforcing Data Entry. Ways to help improve your data entry procedures.
Supportingadvancement.com Ethics of Matching Gift Management
Supportingadvancement.com Gift Processing Forms - Gift Transmittal Form, Gift Transmittal Form Instructions, Stock Gift Receipt Template.
Supportingadvancement.com Job Descriptions - Associate Director of Development Operations, Associate Director of Prospect Management, Campaign Director, College Development Associate, Communications Manager, Database Coordinator, Development Officer, Director of Corporate Relations, Director of Donor Relations, Director of Planned Giving, Gift Records Assistant, Information Technology Associate, Student Worker - Data Entry and Clerical Support.
Listserv Etiquette. It is important to observe guidelines to keep everyone productive on listservs.
Supportingadvancement.com Matching Gifts. No Time Like the Present for Matching Gifts!
Supportingadvancement.com Matching Gifts Practices. Presentation on matching gifts practices with information from the Matching Gifts Practices Surveys.
Supportingadvancement.com Performance. Set of various metrics for development performance. Use as a basis for helping to evaluate your program.
Supportingadvancement.com Sample Forms - Gift Transmittal Form, Gift Transmittal Form 2
Supportingadvancement.com Solicitation Code Matrix Proposal
Supportingadvancement.com Stewardship. Tips and tricks on stewarding your matching gift donors.
Supportingadvancement.com Working With Development Officers

Supportingadvancement.com Year End Processing - Stock Transfer Procedure Memo, Stock Transfer Fax Transmittal Sheet, Year End E-mail

SurveysSupportingadvancement.com Surveys
Benchmarking Gift/Bio-Demographic Data Entry Activities

Records Practices, Results, Analysis of Results
What are some of your practices for records management and how do they compare to other organizations?

Matching Gifts Practices,
What are some of your practices for managing and maximizing your matching gifts revenues and how do they compare to other organizations?

Matching Gifts Practices, Matching Gifts Practices 2007 Results.
Results for the Matching Gifts Practices Survey for the second year the survey has been run.

Matching Gifts Practices 2008
Revised and upgraded to allow a greater depth and breadth of details for analysis including questions on Matching Gift Stewardship.

Matching Gifts Practices 2009
Revised and upgraded now including challenge gifts and government matching programs.

Matching Gifts Practices 2010 Results
evised and upgraded. Print Version.

Matching Gifts Practices 2011 Results

Matching Gifts Practices 2012 Results
Amber Pirtle, Phonathon Coordinator, Western Washington University Foundation
Email AddressSupportingadvancement.com Scripts - Cold Calling Techniques
Supportingadvancement.com Scripts - Putting it All Together
Kristofer Pitman, Manager, Advancement Operations, Chapman University
Email AddressKristofer Pitman currently serves as the Manager, Advancement Operations within the University Advancement department at Chapman University. He provides oversight and leadership for the areas of gift recording, alumni and donor records, and divisional budgeting and IT. Kris is also a 2001 alumnus of Chapman with a BS in Business Administration.

Supportingadvancement.com Sample Forms - Data Request Form
Philip Poe, Alumni Attitude Study
Email AddressSupportingadvancement.com Alumni Research - Alumni Dues, Alumni Era Segmentation Model, Magazine Content
Lisa Poullard-Burton '90, Director of Alumni Relations, Baruch College CUNY
Email AddressSupportingadvancement.com Job Description - Administrative Assistant
Christopher J. Praul, Director of Advancement Services, Susquehanna University
Email AddressAn advancement professional for over 10 years, Chris has a broad background in non-profit fundraising. He currently directs the advancement services division at Susquehanna University as well as maintains a portfolio of consulting clients.  Bringing a library science and information systems background to advancement services, Chris specialized in advancement systems, prospect management, gift policy, and research.

Supportingadvancement.com Sample Forms - Commitment Form, Data Request Form.
Mary Prodanovic, Manager, Business Transformation, VGH & UBC Hospital Foundation

Email AddressMary is a senior project and operations manager with more than 20 years of experience in the non-profit sector.

Mary has led projects and processes to develop and implement change management strategies, new service delivery models, and strategic and operational plans that have contributed to enhanced organizational performance.

As Manager of Business Transformation at the VGH & UBC Hospital Foundation, Mary is currently leading and facilitating staff teams through transformative changes across a number of business functions in order to make sustainable improvements to their productivity and efficiency.

Previously Mary was with United Way of the Lower Mainland where she managed and participated in internal, community, and movement-wide initiatives that resulted in plans, activities, and breakthrough results that benefited United Ways and their stakeholders.

Prior to that, Mary was with the University of British Columbia during their $262 M World of Opportunity Campaign—at the time, the largest capital campaign ever in Canada.  While there, she developed a board operational base of experience in finance, administration, human resources, research, change management and strategy planning.

Mary is a graduate of the University of BC and the British Columbia Institute of Technology.

Supportingadvancement.com Common Interview Questions. Asking the right questions improves your chances of finding the right employee. Familiarize yourself with the applicant’s resume and have a prepared set of questions. Mind the time but be willing to follow the natural flow of conversation rather than sticking to the order of your questions. Know what skills and qualities you are looking for, ask open-ended questions, and listen well.
Supportingadvancement.com Common Sources of Funding. It is fiscally prudent for organizations to have diverse sources of revenue.
Supportingadvancement.com Communicating Change. A summary of practical and commonly given advice on communicating change in organizations.
Supportingadvancement.com Glossary of Terms.
Supportingadvancement.com Planning Cycle. Organizations with agile planning, budget and forecasting capabilities are best positioned to weather uncertain economic times. By instituting a standardized planning system, an organization will have a clear vision of where it wants to be in future and a blueprint to readily improve, adapt, and monitor progress toward goals.
Supportingadvancement.com Position Reclassification. Good organizations strive to ensure fair and equitable compensation of employees in relation to their duties. In order to do this, periodically the need to reclassify a position arises.
Privacy Principles
Supportingadvancement.com Privacy Policy Statement. Use to draft your own policy statement.
Supportingadvancement.com Project Management. Good overview presentation on the ins and outs of project management.
Supportingadvancement.com Some Sample Job Descriptions.
Supportingadvancement.com Status Reporting. What is a status report and what should the report include? Mary Prodanovic. More on plans and planning.


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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