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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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Major Gift Samples
Action Cultivation Plan, Estate Planning Assets Inventory, Gift Acceptance Policies and Procedures, Gift Valuation Standards, Making the Ask, Multi-Part Gift Strategy, Preparing for the Ask, Reunion Giving Model, Stewardship Plan, Suspect Research Rating. Provided by Dan Shephard.
The mobile experience may become the next mass medium; the principal way for millions of people to communicate, browse the Web, access entertainment, shop, do business and interact with their favorite charitable causes. Contributed by artezinteractive. More revenue.
For those of you who have already started a monthly giving program, congratulations! I’m sure you are very pleased to see money you can plan on pouring in on a regular basis. For those of you who are still thinking about it, let me ask you a question: “What are you waiting for?”
Nurturing Alumni Relationships
Improving the ways that you manage your alumni touch points. Mike Westfall.
On the Blog
One Gift "from Multiple Donors".
Alan S. Hejnal.
Who are our online donors? How are they different? Are online donors better givers, more generous and reliable—than other donors? A statistical analysis provides answers.
On-Line Giving Outsourcing
Outsourcing considerations for your online giving. Mike Westfall.
Is starting a planned giving program a priority item on your organization’s strategic plan? Has it been on your plan for more than two years? What are you waiting for? Blackbaud.
Comprehensive paper. Creating a legacy - Building a planned giving program from the ground up. Blackbaud.
Planned giving strategy that has worked well for a "younger" school. Scott Warrington.
Non profits just testing the waters of planned giving need to develop a work plan to guide them as they go forward. Canadian FundRaiser.
Before, During and After the Campaign
Comprehensive prospect management policies. Paul Lanning.
Reboot of Philanthropy
Presentation on some of the new considerations in the current philanthropic environment. From Mike Westfall at Eastern Washington University.
Comprehensive “how-to” guide to assist alumni in planning reunions. This resource is intended to alleviate some of the time staff has used in the past in helping with reunion coordinating as we move to a volunteer driven, staff supported approach in alumni work. Shanay Heurta.
Reunion: A Time to Solicit "Spike" Gifts from Alumni. Ann L. DiStefano.
Save Our Scholarships
Interesting approach by the Foundation at Eastern Washington University to raising money in challenging financial times playing on reductions in endowment payouts for scholarship. Press release from the Foundation to put the piece in context. Image of web site. Video from web site and YouTube.
Endowed scholarship proposal.
Science and Art
An ROI report may open the door to greater and more meaningful conversations about the fundraising work in which you and your team are engaged. Paper contributed by Carrie M. Collins.
Presentation on how to do segmentation in Raiser's Edge contributed by Tamara Wojdylo, Raiser's Edge Database Manager for the VGH & UBC Hospital Foundation.
Guidelines for productive partnerships.
Review of Philanthropy in Higher Education in the UK. 2012 Status Report and Challenges for the Next Decade. Thanks to Krista Slade for forwarding.
Working With Prospects
Guide to working with a prospect.
ccBeard and Associates.
Major Gifts Reports
October 2012 US.
September 2012 US.
June 2012 US.
May 2012 US.
May 2012 Canada.
April 2012 US.
February 2012 US.
February 2012 Canada.
January 2012 US.
December 2011 US.
October 2011 Canada.
October 2011 US.
Terry Burton from Dig in Research.
|More resources ...|
Young Alumni, Reasons to Give, Direct Mail, Engaging Alumni ...
Annual Fund Job Postings
The next frontier in soliciting. Compelling cases with sound, music and photos.
E-mail broadcasts, newsletters. Additional policies, procedures, analysis and more are available on the Web Sightings page.
Hiring materials, caller & supervisor evaluations, staff policies, training manuals, incentives ...
Best practices for matching gifts, matching gifts survey, matching gifts administration and more.
Samples of materials used in fundraising and advancement.
Appeals, direct mail, scripts, telemarketing, parents, young alumni, senior class, thank you, reminders ...
Telemarketing & Telefund
Call Center Design, Training, Telefund Games, Managing Callers ...
On the blog.
Forms on the Sample Forms Page.
Tally sheets, donor cards ...
Jobs on the Job Board.
Questions and answers on the FAQ.
Planning and calendars.
Pyramids, operating plans ...
Stewardship. Class Agents.
Working Together ...
Reporting and Data Mining.
Analyze and increase revenue ...
Alumni relations, giving, matching
gifts practices, reunion ...
Marketing Association. Articles and reports, best practices,
newsletters, more ...
Association of Internet Marketing and Sales. Archives with information on doing business online.
Capital Quest, Inc. Resources on campaign from start to finish including a guide for hiring consultants.
INC.com. Free newsletters, business tools, more ...
MarketingSherpa.com Marketing articles and resources.
Seth Godin: Marketing Guru. Email updates, blog.
Web Marketing Today. Wilson Internet Services. Q&A, extensive links, searchable database.
Affinity Marketing Programs
Igive.com % of purchases to charity.
Upromise % of purchases to college savings.