Appeal Policy
For requesting an appeal.
Francine Cronin.
Awards
Awards Nomination
Process.
Kathy
Spring
Alumni Association
By-Laws
By-Laws.
Lenore Junker.
By-Laws.
Andrea Shirey.
Additional By-Laws, 1,
2,
3,
4.
Endowment Agreement
Sample agreement.
Tamara Tesch.
Endowment agreement for individuals.
Amy Phillips.
University of St.
Thomas – Scholarship Agreement,
Selkirk College –
Endowment Agreement.
Endowment Distribution
Sample of short and concise endowment distribution policy.
Endowed Scholarship
Endowed scholarship agreement.
Maureen Kloker.
Fiscal Policies
and Procedures
Good fiscal policies and procedures manual with sample forms.
Mike
Westfall.
Fundraising
Guidelines
For Corporations and Foundations.
Paul
Lanning.
Gift Solicitation and
Acceptance
Comprehensive example.
Ryan
Elliott.
Gift Acceptance Policy
Comprehensive example.
John
Martin.
Gift
Acknowledgment Protocol
Sample campaign gift acknowledgement protocol.
Scott Fendley.
Gift Agreement
Good example.
Christopher M. Johnston.
Gift agreement for individuals.
Amy Phillips.
Gift Agreement &
Fund Language
Sample Fund Language.
Sample Gift Agreement.
Mark
Metivier. |
 Gift "from Multiple Donors"
How to handle a gift from multiple donors.
Alan
S. Hejnal.
Gift-In-Kind Acceptance Policy
Good example of Gift in kind policy.
Nancy
Brown.
Gifts vs.
Grants
Gifts vs.
grants decision tree flowchart.
Explanation.
Samantha Marrs.
Grants
Management
Two articles adapted from an
upcoming book on grants, plus grants management samples.
Six Secrets of a
Successful Grants Office.
Getting Grants –
Proposal Writing Basics.
Grants Management Procedures.
Grant Registration and
Approval Form.
Alexis Carter-Black.
Investment Policy Checklist
Evaluate your investment policy.
John
Elbare.
Leadership Council By-Laws
College advisory board by-laws.
Tamera Rogers.
Marketing
Cause related marketing guidelines.
Brenda Kappel.
Memorandum of Agreement
Memorandum of agreement for endowed funds.
Kimberly Major.
Memorandum of Understanding
Memorandum between alumni association and the university.
Kim
Walton.
Naming
Naming Opportunities.
Carolyn H. Brown.
Naming Opportunities.
Mary Ann Oppenheimer.
Naming Opportunities.
Larry Walsh.
More naming:
Endowed Chair Process,
Endowment
Minimums, 2,
Fundraising
Guidelines,
Naming Academic Entity,
Naming Chairs,
2,
Naming Facilities,
2,
3,
4,
5,
Naming
Opportunities,
2,
3,
4,
Naming Student Awards,
Naming Policies. |
Non-Cash Gift
Terminology
Understanding some terminology for non-cash gifts.
Alan
S. Hejnal.
Nonstandard
Gifts
Questions and answers on accepting nonstandard gifts.
John
Taylor.
Pledge
Management Policy
Concise example.
Corina Lynn Coles.
Policy &
Procedures Development
Policies and
Procedures – Your Game Plan.
James Minehart.
Prospect
Management
Comprehensive prospect management policies.
Paul Lanning.
Reunion Gift
Counting
Policy for reunion gift counting.
Paul Budlong.
Scholarship Grant
Sample scholarship grant.
Maureen Kloker.
Solicitation Policy
Good example of solicitation policy.
Mike Westfall.
Sponsorship
Policy
Productive Partnerships with the Private
Sector.
Trish Nagorski.
|
 More
policies …
On the Employment Page
Hiring, confidentiality,
interviews, attendance …
On the Records Page
Privacy, retention schedules,
releasing alumni information …
On the Web Sightings
Page
Web site, broadcast email,
copyright …
Surveys. Gift
administration fees.
 Off
the Site @
FUNDSVCS
Gift acceptance policies, naming,
IRS, CRA and more … |
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