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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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Potpourri home. |
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Academic Costume Code Academic costume code and academic ceremony guide. Example on alumni site.
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Customer
Service Presentation on delivering memorable customer service experiences. Brian Dowling. The Devil is in the Details Customer service. Motivation for success can/is/should be a key driver for customer service. Success on a personal level is important, but the more important component of success is to transmit motivation to the whole organization so everyone on the team can also be successful in providing great customer service. Brian Dowling. Dinner With 12 Strangers Good young alumni engagement piece centering around small events. Barbara Dick, Brendan Dellandrea and Jonathon Cheevers. Disaster Planning What are some of the things development staff need to be able to focus quickly on during catastrophic events? Amy Phillips. Donor Charter of Rights Code of donors' expected rights and links to related organizations.  Engaging
OurYoungest Adults It’s the futurist’s first rule: You can’t understand the future without demographics. The composition of a society – whether its citizens are old or young, prosperous or declining, rural or urban – shapes every aspect of civic life, from politics, economics, and culture to the kinds of products, services, and businesses that are likely to succeed or fail. Judith Nichols from Modern Donor. EngagementUsed to Allocate Marketing Budgets. Judith Nichols from Modern Donor.  EthicsPodcast of discussion on ethics from the AASP Summit. (WMA format.) Ethics A New Paradigm for a Modern Age, from a known authority on ethics, Lynne Becker. Ethics and Accountability The Role of Ethics and Accountability in Advancement. Catherine Spickard. Etiquette Guide for Asia Help for working on your international programs. Krista Slade. Events Alumni event flow checklist, Event Response Card, Follow Up Event Letter. Lisa B. Fort. Events Planning Sample events planning checklists 1, 2.  Favorite ListservsListservs useful for advancement and a guide to listserv etiquette. Most fundraisers – and no doubt most executives in the nonprofit sector – don’t like to think of themselves as marketers. Canadian FundRaiser. Generation
XAt the stroke of midnight on Jan. 1, 2005, Generation Xers -- the generation that grew up with My Little Pony, Hot Wheels and Madonna -- began turning 40. Judith Nichols from Modern Donor. Getting
BetterThe oldest boomers, born in 1946, began to turn 60 on January 1, 2006. Baby boomers are turning 50 at an astonishing rate of one every 7 to 10 seconds. Judith Nichols from Modern Donor. Gift Acknowledgment Protocol Sample campaign gift acknowledgement protocol. Scott Fendley.  Giving in the UKIncreasing Voluntary Giving to Higher Education in the United Kingdom. Gutsy Leadership What it takes to be a gutsy leader. Lynne Becker.  Glossary of TermsGlossary of commonly used terms. Mary Prodanovic. ICAA Presentations Some presentations from the Independent College Advancement Associates Summer Conference. Engaging Students to Become Alumni, Steve Crawford. From Bricks to Bandwidth, Liz Boltz and Aileen Meyer. Looking Back 40 Years and the Next 10 in Advancement, Jack Miller. The Future of Alumni Associations, Jack Miller. Using Technology, Josh Smith. It's All Common Work Presentation from Scott Fendley on infusing donor relations throughout your institution.  Leadership Council By-LawsCollege advisory board by-laws. Tamera Rogers. Leadership Skills Leadership skills for young advancement professionals. Devin Mathias. Life in the Office True stories of those 24 hours, all hands on deck, extreme work situations. Maintaining balance, perspective and knowing just when you might need to take a step back and get a little perspective. Magazine Content A preliminary Study of how much alumni magazine space is allocated to the topics and issues alumni say are important to them as they determine the current value of the degree they earned from their alma mater. Philip Poe. Millennials Short information piece on some attributes and behaviors of Millennials. Mike Westfall. Motivating Volunteers Strategies for helping keep your volunteers motivated. Robin Wray.  Pain
PointsBased upon my many discussions with advancement professionals, I have identified significant pain points in the advancement market that I often refer to as "The Three Tenets." They are: Operational Efficiency, Extending Stakeholder Engagement and Institutional Accountability. Fred Weiss from SunGard Higher Education. Passport Asia-Pacific Presentation on some of the cultural do's and don't when working in the Asia Pacific region from Krista Slade. Philanthropic Quotes Links to sites where philanthropic quotes can be found.  Philanthropy
Down UnderPhilanthropy Australia conference report, covering key issues. Krista Slade. |
Pillars of
Advancement
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Training
Newsletters
| Class Agents ... |
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Class Agents Class agent handbook and recruitment letter. Lindsey Ballenger. Class Managers Handbook Comprehensive handbook for class managers and class whips. Dave Kelly. |
Job
Descriptions
Job Description. Abilene Christian.
Class agent.
Lindsey Ballenger.
Class Agent.
Rendi Hahn.
Class Agent.
Donna Ancypa Holmes.
Class
Agent.
Leigh Ann Jacobson.Letters
Fundraising Letter. Oberlin College.
Recruiting Letter. Abilene Christian.
Thank you Letter. Abilene Christian. |
Timeline |
| Stewardship ... |
Anatomy of Donor Relations The Anatomy of a Donor Relations System - a comprehensive overview. Lynne Becker. Presentation. Donor Stewardship Reports Strategies for preparing and managing these important reports for donors. Donors Like the Tunes Donors like the tunes as endowment grows. The 59% solution and strategy for a stewardship program that starts with education, and ends up with on-on-one asks for major gifts. Terry Burton. Entitlement or Need $100 million naming rights. Mile high expectations or just a fishing trip. Terry Burton. Evolving Naming Strategies Stock markets have been tumbling. For those of us who have been involved for more than a twenty years, we know that the pendulum of life and current financial dilemma will eventually cease its’ current track, run out of steam and head in another direction. Provided by Terry Burton from Dig in Research. Going Forward With Asks 2009 will be an interesting year. As economists in the private sector shudder every time they mention the “R” word, recession, we can take solace in our own versions of the letter R. 2008 has left the global village and the nonprofit sector in particular, shaken, unsettled and uncertain of the future. For those that determined to stay the course here are a few notions to hang your hat on.Terry Burton from Dig in Research. Introduction to Stewardship Terry Burton. Million Dollar Donors Good presentation on developing stewardship plans for major donors. Shelly Henry, Debbie Meyers, Kristin Sullivan. More Than a Thank You Letter Not too long ago, people in the fundraising community, would peg stewardship as the thank you letter that was sent to a donor upon receipt of a gift. A form letter with an unrecognized signature, stuffed into a #10 standard envelope and run through the postage machine. Terry Burton. |
Motivating the Money
Givers When you meet with a prospective donor what do you think about? Do you have a game plan? Having an idea of what is likely to motivate your donor gives you an edge, perhaps even a sense of confidence with which to pursue the discussion. But how do you know? Terry Burton. Named Gifts Activity Surging Summer is here, the stock markets are trending upwards and philanthropists are leading the way. Yes, leading the way. While many nonprofit organizations have been content to ride the “….woe is me bandwagon of despair…” many others have seized the moment, engaged their donor community with tales of stewardship and visions of what is to come. Terry Burton from Dig in Research. Named Gifts Report Premier issue of the NAMED GIFTS Report, scheduled for publication on a quarterly basis. In this issue you will find a collection of named gifts from January to April 2009. Terry Burton from Dig in Research. Naming Business school to go unnamed after receiving $85 million gift. Terry Burton. Naming and Competition Telecom business rivalry heats up with $30 million Bell Lightbox naming deal. Terry Burton. Naming Rights Naming rights have become a powerful strategy for fundraisers. Naming rights deals—and the amount of money that comes with them—have the power to transform an organization forever. Good overview of a new book by Terry Burton from Dig in Research. Naming Trends Presentation on some emerging trends in naming opportunities. Provided by Terry Burton from Dig in Research. $100 Million Dollar Gifts Just when the DOW Jones average was beginning to look a little unsettled and talk of inflation began to take up more space in the daily financial news, along comes several generous philanthropists to get people thinking about something good. Terry Burton from Dig in Research. Principles of Stewardship Building effective stewardship programs though coordination. Mike Westfall. |
Spreading the
Wealth
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