Contributors to Supporting Advancement

John Taylor

John is principal for Advancement Solutions, and Vice President for Advancement Services Consulting and Education at RuffaloCODY, whose corporate headquarters are located in Cedar Rapids, Iowa. John operates out of Decatur, Georgia. He assumed these new positions in December 2004. He holds a BA in Mass Communications and Socio-Political Change from Vanderbilt University, and a Certificate in Nonprofit Management from Duke University. Before coming to RuffaloCODY, John was the Vice President for Research and Data Services at CASE – a position he held from its inception in late 2002. Prior to that John served as the Director of Alumni & Development Records at Duke University. In 1987, he joined Duke as the Manager of University Payrolls and assumed the advancement position in 1988. During his tenure as director, John guided Duke’s advancement services processes to an industry benchmark of efficiency and accuracy.

John is published, including being the consulting editor of the CASE Management and Reporting (3^rd edition), editor of the CASE best seller Advancement Services: Research and Technology Support for Fund Raising, a contributing editor for the 3^rd edition of CASE’s Handbook of Institutional Advancement, and numerous articles in “The Major Gift Report,” “Chronicle of Philanthropy,” and “Currents,” and is consulted frequently by other authors regarding charitable gifts and gift tax-related issues. He has spoken at hundreds of conferences across the country, receiving the CASE Crystal Apple Award for outstanding teaching, and has been the Chair for the CASE Summer Institute in Advancement Services. He was the Vice Chair for the CASE Committee involved in reviewing and rewriting the CASE Management & Reporting Standards. John consults for educational institutions, foundations, and other non-profit organizations focusing on the areas of systems, policies and procedures, IRS and accounting regulations, board development, alumni relations and general advancement issues. Advancement Solutions.

Accepting Nonstandard Gifts.
Advancement Services. Discussion of advancement services as the cornerstone for advancement.
ePhilanthropy Strategies. Strategies, results, analysis.
Gift Processing, Beginning to End
It's All About the Data - The ABCs of Building & Maintaining Robust Databases
No Peeking - Privacy and Information Protection Policies
Seven Questions/Considerations for your Data Mining Efforts
Who Can Make a Pledge - And Who Can Pay it Off?

Lora Teliha, Assistant Annual Fund Director, University of Indianapolis

Job Description - Phonathon Intern

Tamara D. Tesch, Stewardship and Compliance Officer, University of St. Thomas

I am the Stewardship and Compliance Officer (fancy wording for internal legal counsel) for the University of St. Thomas in St. Paul, MN. I have been at the university in this position for four years. Previously, I worked at the university in the planned giving department.

Policies - Endowment Agreement

Kevin Thomas, Consultant with the Maquila Solidarity Network in Toronto

Kevin Thomas is a consultant with the Maquila Solidarity Network in Toronto. The Maquila Solidarity Network works to promote labor rights both overseas and here in Canada through a mix of grassroots protest, corporate engagement, lobbying, research, and policy initiatives. Mr. Thomas was instrumental in developing the first Canadian university licensee Code of Conduct at the University of Toronto and regularly advises companies, governments, universities and other public institutions on development and implementation of policies to improve worker rights in modern supply chains. He is involved in developing federal policy with the Ethical Trading Action Group, a coalition of national faith, labour, non-governmental and student organizations committed to improving worker rights in the global apparel industry.

No Sweat: Review of Canadian Universities and School Boards (Presentation)
No Sweat: Review of Canadian Universities and School Boards (Review)

Diane Thompson, Assistant Director of Development of the Annual Fund at Albany Law School

Diane Thompson is the Assistant Director of Development of the Annual Fund at Albany Law School.

She began her development career at her alma mater, The Sage Colleges, where she served for seven years, first as assistant director of annual giving, then as associate director, and finally as director of annual giving before moving to her current position.

Samples - Faculty Staff Flier, Reunion Postcard 1, Reunion Postcard 2, Solicitation Letter to Businesses, First Solicitation Mailing to New Graduates

Carol McConaghy Thorp, Senior Applications Consultant, SunGard BSR

Carol McConaghy Thorp is a nationally known expert in prospect research and management and in the strategic use of data and technology for fundraising. Having been in the field since 1988, she has served on both the New England Development Research Association (NEDRA) and Association of Professional Researchers for Advancement (APRA) Board of Directors. At BSR, Carol is a Senior Applications Consultant, serving clients with data conversions, prospect tracking facilitations, project management and operational assessments. Carol also provides strategic management services for data management and integration of data from prospect screening sources.

TicketPrinting.Com

Charity Badge - A Small Widget to Get You Donations. 7 Tips for Success for Your Charity Badge.

Online Fundraising - Online Tools and Getting Them to Work for Your Organization. Part 2, Part 3, Part 4, Part 5, Part 6.

Search Engine Optimization - Part 1, Part 2, Part 3, Part 4

Thomas Tran, Document Systems Analyst, Division of University Advancement at the University of Toronto

Thomas Tran has worked at the University of Toronto for 4 years. During this time, he has assisted in the implementation and maintenance of the document imaging system in the Division of University Advancement.

Document Imaging Sizing

Amy Turner, Assistant Director of Annual Giving, Rider University

Amy began her career in fundraising in 1999 at Princeton University in the Office of Annual Giving. She has been the Assistant Director of AG at Rider University since August, 2002 during which time she served 4 months as Acting Director of the department.

Caller Evaluation of Telefund Program
Caller Training Manual

Josh Tysiachney, Allegheny College

Going Paperless: Planning and Implementing a Digital Scanning Project

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.

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