Contributors to Supporting Advancement

Content Contributors

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.

Amanda Rainey, Director of Stewardship, Saint Louis University

E-solicitations - End of Calendar Year 2007, Graduation May 2007, End of Calendar Year 2006.
Resolutions. - Image of the email sent to approximately 50,000 alumni, parents and friends. The email prompts the recipient to watch a video that was written by a staff member and produced by students. Total cost for the piece was $150. We raised $74,969 after 10 days from 161 donors. We had more than 1,900 views on YouTube and found some alumni who posted the video link on Facebook. Image of web page with imbedded video.

Jennifer Ramirez, Jennifer Ramirez, Freelance Prospect Researcher, FundraisingResearch.com

Jennifer Ramirez has worked in the fundraising and prospect research field for the past eight years. She is a freelance prospect researcher. FundraisingResearch.com is a donor research consulting company dedicated to providing research services to the non-profit community nationwide.

Prospect Research Simplified. Prospect research simplified for development officers and a limited research staff.

Lou Randall, Associate Director of Development, Woodward Academy

Lou Randall is the Associate Director of Development at Woodward Academy and former Headmaster of Christchurch School VA (1974-1984).

Samples - Pledge Thank You Letter, Year End Letter.

Tim Regan

I have always had an intrinsic inclination towards music of all kinds. I could play twinkle twinkle on my xylophone before I could walk or talk. An unfortunate consequence of this is that it seems I was overcompensated for aurally, at the expense of my other senses, especially my eyes. I'm both nearsighted and colorblind, and my sense of smell is virtually non-existent. However, my ears are amazing, and I wouldn't have it any other way. I compose, play, record, mix, and master all of my own music. I can play the piano, acoustic and electric guitar, bass guitar, drums, and I also sing, flow, and beatbox. I can also program and sequence melody patterns, in the event that I can't get my hands on the instrument that I want to write for, or I want to chop up a sample into a new pattern. I write in multiple genres spanning from hip-hop to death metal and almost everything in between - except for country. I can't stand country music - its just too twangy.

My personal artist identity is cryogenik, and my professional audio portfolio, including audio clips and links to websites and flash presentations that I have written audio loops and made sound effects for can be viewed at www.cryogenik.com and www.blendstudios.com .

I also started a hybrid rock/hip-hop duo last October called OVAFLO. Based on the professional and audience feedback from the shows that we have done since we started, I'm hopeful that we will be affiliated with a record label within the next year or two.

Telefund - Training Video All the benefits of call monitoring.

Telefund - Training Video. Gum chewing and calling don't always mix.

Telefund - Training Video (PG-13) Hip Hop Style.

Telefund - Another video. Telefund supervisor explodes because of aggravation caused by various interruptions at the start
of the evening's calling session. Part 1, Part 2 (Part 2 contains explosion).

Mike Reopell, Director of Advancement Information Systems at Williams College

Mike Reopell, the Director of Advancement Information Systems at Williams College, has been in the advancement arena since 1987. He has been a regular speaker at the SunGardBSR User Group meetings and was the Chair from 1998-2000. A veteran of the US Coast Guard, Mike earned his Bachelors Degree from Massachusetts College of Liberal Arts and his MBA from Western New England College.

Automagic Data Mining. Great idea for receiving data updates using your online community.
Integrating Listserv into Advance - Integrating an email list management software program into your advancement system.

Susan Restad, Executive Director for Information Resource Management at the University of Illinois Foundation

Susan Restad is Executive Director for Information Resource Management at the University of Illinois Foundation. She has 21 years experience in development information technology at the University of Illinois. She is responsible for strategic IT planning, including database enhancements, data integrity, reporting services, and end user support (training/help desk) in support of the 600+ users of the Universities development data systems.

Strategic Plan

Dana Visocchi Rice, CFRE, Associate Director Annual Giving, McMaster University

Dana Visocchi Rice is Associate Director, Annual Giving at McMaster University. Dana and her team are responsible for managing and coordinating, MacFund, McMaster’s annual giving program. Previous to joining McMaster in 1995, Dana was Associate Director of Development at Women’s College Hospital. In 2003, Dana received her Certified Fundraising Executive Professional (CFRE) designation.

Branding Your Annual Giving Program. The value of branding your annual giving program.

Heather Riddle, Director of the Annual Fund and Grand Society, Macalester College

Heather Riddle has served as Director of the Annual Fund at Macalester College in Saint Paul, MN since July of 2000. Prior to that she worked as a major gifts officer for the Blake School, as associate director of the Annual Fund at Macalester, in membership at the Minneapolis Institute of Arts and the YWCA. Heather is Vice President of the board of the East Side Neighborhood Development Company and moonlights as Development Advisor for Gloria Dei Lutheran Church http://www.gloriadeistpaul.org.

Tools for tracking/reviewing and planning annual fund solicitations.

Annual Giving Pyramid
Tracking Annual Giving Solicitations

Nicole Rinetti, Associate Director of the Annual Fund for the College of Engineering at UC Berkeley

Nicole is currently the Associate Director of the Annual Fund for the College of Engineering at UC Berkeley. Nicole oversees the young alumni, parents, senior gift, and telemarketing programs; co-manages direct mail and email solicitations; and personally solicits high-end Annual Fund donors. She began her development career as a student phonathon caller and manager for the University of Redlands, her alma mater. Upon graduation, she became the Assistant Director of Annual Giving for Pitzer College where she managed the phonathon, senior gift and young alumni programs.

Planning - Annual Fund Segmentation Calendar, Annual Fund Business Plan.
Samples - Non-Donor Script

Robert Frances Group

Robert Frances Group (RFG) provides actionable, timely advice, consulting, and research about the IT marketplace to Global 2000 executives.

With a focus on "the business of IT," RFG helps IT executives maximize their effectiveness by helping them align IT efforts with corporate business strategies, drive revenue, improve productivity, and reduce IT costs. RFG accomplishes this by working closely and directly with clients to evaluate hardware and software acquisitions, help assess the impact of events, laws, and regulations, negotiate optimal contracts, and plan IT-empowered business strategies.

The Changing Economics of Business Intelligence

Lin Roberts, Coordinator of Annual Giving and Prospect Research, Urbana University

Lin Roberts is the Annual Giving and Prospect Research Coordinator for Urbana University, in Urbana, Ohio. She has been with the University since 2003 and has worked in fund raising since 1988. Lin is a graduate of Morehead State University and is presently working on her MBA.

Samples - Faculty Staff Campaign Update
Samples - Scripts - Kresge Challenge
Sample Forms - Campaign Pledge Form (Letter of Intent)

Stephen Rodriguez, Director, Annual Leadership Giving, MIT

Planning - Good sample of an annual fund plan.
Production Schedule for annual fund.
Reports. Annual Giving End of Year Statistics and Annual Giving Fund Report.

Erika Roe, Matching Gifts Manager & Webmaster, Advancement Services, North Carolina State University

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.)

Matching Gift Samples - Leaflet, Leaflet for Veterinary Medical Foundation, Reminder and Thank You Emails.

Tamera Rogers, Director, Stewardship and Leadership Development LaGrange College

Leadership Council By-Laws

Natalie M. Rohlfs, Phonathon Manager, Wright State University

Natalie decided to make higher education development a career after having been a Phonathon caller, student supervisor, and a Development Intern while attending Ohio University. She is now working with Wright State University's Office of Annual Giving in Dayton, Ohio as the Phonathon Manager. Natalie graduated with a Bachelor of Science in Journalism (Public Relations) in '03.

Supervisor Hiring - Interview Cover Sheet, Application, Interview Questions, Manager Questions

John Ross, Principal of RossWrites

John Ross, principal of RossWrites, is the author of “Public Relations and the Presidency: Strategies and Tactics for Effective Communications” CASE Books 2001, and provides strategic communications services to institutions, associations, and related non-profit agencies. Among RossWrites’ specialties are statistically reliable marketing research, development of positioning themes and messaging, and communications counseling for institutions in the throes of presidential transition.

Alumni Survey - Template for Gathering Alumni Outcomes Data

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.