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Free resources for those supporting fundraising. Samples, white papers, best practices, job board and more. Sustained by your enthusiasm, expertise and contributions of content. |
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Annual Giving Staff Increase Proposal for increasing the number of annual giving staff. Jeffrey D. Driggs. Audit Preparation Preparing to do an audit of an advancement services organization. Some tips and tricks. Average Cost per Dollar Raised Favorite topic frequently posted on listservs and asked and discussed in many other forums. Budget Reduction Questions Some questions to ask and think about when you are facing budget reductions. Campaigns & Adv. Services PowerPoint with some general ideas on how campaigns affect Advancement Services. Common Sources of Funding It is fiscally prudent for organizations to have diverse sources of revenue. In order to be stable and able to plan for their future, organizations need to have predictable, sustainable streams of operating revenue. Those who have a diverse base of funding are less vulnerable to fluctuations in flow or to the elimination of any one funding stream. Mary Prodanovic. ![]() Presentation on Optimizing Operating Revenue and Cost Per Dollar Raised to Ensure Sustainability. Brian Dowling. Cost Savings Some areas to review during your budget planning process for potential cost savings. If you don't measure ... Presentations: Developing a Tracking System. James Minehart. Gift Administration Fees Some survey results on gift administration fees on the surveys page. Horses, Software and Bad Art Booking non-cash gifts and giving credit where credit is due. Liz Landry. I.R.S. IRS policies procedures and gift processing. Alan Hejnal. |
Rules and Regulations |
Should I accept this?
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Gift and Records Processing ... |
Acknowledgement
Letter Example of acknowledgement using merge fields for custom letters. Amy J. Phillips. Doing More with less! How Can I Automate This Stuff? John Ley. Enforcing Data Entry Ways to help improve your data entry procedures. Amy Phillips. Finding Lost Alums Putting together the Puzzle. John Ley. Follow the Gift Presentation explaining the basics of gift processing for development staff. K. Harvey Summers. Gift Acceptance Should I Accept This Gift? James Minehart. Gift Processing Presentation on the best practices in gift processing. Catherine Spickard. |
Gift Processing Improving efficiency and accuracy. Scott Fendley. Gift Processing Samples from gift processing manual used at Rollins College in their award winning advancement services shop. Candace Hamblin. Gift Processing Finding and fixing your top 10 gift processing problems. Steven Jacobson. Gift Processing Beginning to End. Helping to make order out of chaos. John Taylor. Gift Processing Flowchart Extensive gift processing flowchart with related information. Tammy Burkhardt. Gift Processing Workshop Presentation from a gift processing workshop used to help train and inform unit development and financial staff. Catherine Spickard and Maria A. Zampierollo. Gift Transmittal Process Mapping of gift processing transmittal process. Ted Haegele. |
Improving Gift
Processing 10 key points for improving the accuracy of your gift processing. Eric Saarvala. IRS is Not A 4-Letter Word? IRS, Processing and more ... John Ley. Managing Donations Help train business officers on managing donations. Semere-ab Abiyo.
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Alumni Objectives
Matrix Alumni objectives matrix showing strategies, timeframe and resources required. Mike Westfall. Annual Fund Planning Annual Fund Business Plan. Annual fund segmentation plan. Nicole Rinetti. Annual Giving Planning Annual Fund Operating Plan. Stacy Mara. Annual fund Plan. Stephen M. Rodriguez. Annual Giving Operating Plan. Planning Calendar. Mike Westfall. Annual Giving Plan. Molloy College. Annual Giving Plan. University of Detroit Mercy. Annual Giving Pyramid Annual Giving Pyramid. Tracking annual giving solicitations. Heather Riddle. Annual Giving Pyramid Annual Giving Pyramid. Corina Lynn Coles. Campaign Planning Comprehensive campaign planning timeline contributed by Mike Westfall. Creating an Action Plan Presentation and two spreadsheet samples of plan: Action Plan, Action Plan Worksheet. James Minehart. More Pyramid Links Alexander Macnab & Co. Campagne Associates Metropolitan Group Business Plan Outline Outline for creating a comprehensive business plan. Amy Phillips. Calendars Annual Fund. Sharon Ammons. Annual Fund. Dianne Easter. Annual Fund. University of Detroit Mercy. Annual Fund. Virginia Tech. Phonathon & Direct Mail. Sheri Hamiter. Campaign Communications Plan Campaign communications plan for WVU's $250 million campaign which eventually raised $336 million. These are challenging plans to put together, and this is a good example. Pam Fronko. Change Management Conceptual diagram on some of the elements inherent in managing change. |
Direct Mail
Checklist Lindsay P. Ballenger. Direct Mail Worksheet Worksheet to help manage direct mail. Donor Loyalty Report Used to help plan annual fund activities and build a gift range pyramid. Julie Ripper. ![]() Journal of Financial Planning Association has articles, links ... Goals and Objectives Planning for the annual fund. Sheri Hamiter. Operating Plan Sample operating plan for annual giving. Paul Budlong. Planning Calendar Improving your planning techniques with a Cyclical Calendar to plan upcoming projects. Kate Goldberg. 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. Mary Prodanovic. ![]() Scott Fendley talks with Jon Thorsen, Director of Advancement Services at The Nature Conservancy, about strategic planning for advancement services. From Bentz Whaley Flessner. Planning Materials Business Plan, Weekly Activity Report, Goals. Kathleen Madonna. Project Management Good overview presentation on the ins and outs of project management. Mary Prodanovic. Reporting Packet Sample college reporting packet for all aspects of annual fund with large number of statistics and analysis. Reunion Giving Pyramid Analysis of reunion giving. Jennifer Krouse. |
Solicitation
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