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Records Practices – Survey Results

Contributed by …
Amy J. Phillips
Email AddressWith more than 20 years of work experience at various charitable organizations, Amy Phillips has acquired an understanding for many aspects of nonprofit management. Most recently she served as Gift Registrar for the Smithsonian Institution; Phillips’ prior experience in institutional advancement has included positions at two colleges, a museum and a “think tank” in Washington, D.C., as well as various contractual/consulting opportunities. An active CASE member, Phillips has earned “faculty star” citations as a presenter at several conferences, including the annual Summer Institute in Advancement Services. She has also given presentations on software utilization tricks, best office practices and matching gift processes for the Millennium user community, as well as the Association for Advancement Services Professionals [AASP]. She is an active Founding Member of AASP, serving on the Board as membership chair and member of the Ethics Committee. Amy is currently consulting with organizations in the DC area as she pursues her next career challenge.

Supportingadvancement.com Acknowledgement Letter. Example of acknowledgement letter using merge fields for custom letters.
Supportingadvancement.com Business Plan Outline

Supportingadvancement.com Data Integrity Links on the Records Page
Supportingadvancement.com Disaster Planning. What are some of the things development staff need to be able to focus quickly during catastrophic events?
Supportingadvancement.com Documenting Donor Intent. Gift agreement for individuals and endowment agreement for individuals.
Supportingadvancement.com E-solicitations – E-mail sent to Faculty Staff for Accomplishments E-solicitation

Supportingadvancement.com Enforcing Data Entry. Ways to help improve your data entry procedures.
Supportingadvancement.com Ethics of Matching Gift Management
Supportingadvancement.com Gift Processing Forms – Gift Transmittal Form, Gift Transmittal Form Instructions, Stock Gift Receipt Template.
Supportingadvancement.com Job Descriptions Associate Director of Development Operations, Associate Director of Prospect Management, Campaign Director, College Development Associate, Communications Manager, Database Coordinator, Development Officer, Director of Corporate Relations, Director of Donor Relations, Director of Planned Giving, Gift Records Assistant, Information Technology Associate, Student Worker – Data Entry and Clerical Support.
Matching Gifts. No Time Like the Present for Matching Gifts!
Supportingadvancement.com Matching Gifts Practices. Presentation on matching gifts practices with information from the Matching Gifts Practices Surveys.
Supportingadvancement.com Performance. Set of various metrics for development performance. Use as a basis for helping to evaluate your program.
Supportingadvancement.com Sample FormsGift Transmittal Form, Gift Transmittal Form 2
Supportingadvancement.com Solicitation Code Matrix Proposal
Supportingadvancement.com Stewardship. Tips and tricks on stewarding your matching gift donors.
Supportingadvancement.com Working With Development Officers

Supportingadvancement.com Year End Processing Stock Transfer Procedure Memo, Stock Transfer Fax Transmittal Sheet, Year End E-mail

SurveysSupportingadvancement.com Surveys
Benchmarking Gift/Bio-Demographic Data Entry Activities

Records Practices, Results, Analysis of Results
What are some of your practices for records management and how do they compare to other organizations?

Matching Gifts Practices,
What are some of your practices for managing and maximizing your matching gifts revenues and how do they compare to other organizations?

Matching Gifts Practices, Matching Gifts Practices 2007 Results.
Results for the Matching Gifts Practices Survey for the second year the survey has been run.

Matching Gifts Practices 2008
Revised and upgraded to allow a greater depth and breadth of details for analysis including questions on Matching Gift Stewardship.

Matching Gifts Practices 2009
Revised and upgraded now including challenge gifts and government matching programs.

Matching Gifts Practices 2010 Results.

Matching Gifts Practices 2011 Results

Matching Gifts Practices 2012 Results
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