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 (3rd edition), editor
of the CASE best seller Advancement Services: Research and
Technology Support for Fund Raising, a contributing editor for
the 3rd 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? |