Accounting and Financial
Adjustment Request
Summary Sheet
Appeals
Appeal request form.
Francine Cronin.
Board
Count Me In.
Used to help board members
to give and engage.
Holly Harrison Fiala.
Call and Contact Reports
Annual Fund Contact Form.
Dave Kelly.
Call Report.
Mark Stewart.
Contact Report
Contact Report.
Dana Futrell.
Development Call Sheet.
Dave Kelly.
Parents Contact
Report.
Jodi Gup.
Commitment
Commitment Form.
Christopher J. Praul.
Data and Information Requests
Data request form.
Nancy Bryant.
Data request form.
Debby Charron.
Data request form.
Request form glossary.
Jonathan Lindsey.
Data request form.
Kristofer Pitman.
Data Request
Form.
Christopher J. Praul.
Data request form.
Rob Saunders.
Report
Request.
Joseph Calger.
More
report request 1,
2a,
2b,
3,
4,
5,
6,
7
8,
9,
10,
11,
12,
13,
14.
Donor and Gift Cards
Donor Card.
Megan Kula.
Donor
Card.
Meredith Berg.
Gift form.
Francine Cronin.
Donor Card.
Trish Nagorski.
Gift Card.
Jennifer Spuehler.
Employment
Performance Plan and Evaluation.
Faculty/Staff/Payroll Deduction
Payroll
deduction form,
2,
3,
4,
5,
6.
Gift and Pledge Processing
Credit Card Deduction Authorization.
Donations Processing.
Gift Processing.
Kate Goldberg.
Gift Transmittal,
2,
3,
Instructions.
Amy Phillips.
Payroll Deduction.
Alexandra Nguyen.
Stock Gift Receipt Template.
Amy Phillips.
Gift in Kind
Bequest Intention Worksheet
Gift in Kind
Gift in kind.
Joe Don Bradley.
Gift in Kind.
Nancy Brown.
Gift in Kind.
Ryan Elliott.
Gift in Kind.
Alexandra Nguyen.
Gift in kind.
Cheryl Wiescamp.
Grant Management
Grant
Registration and
Approval Form.
Alexis Carter-Black. |
Pledges
Faculty Staff Pledge Form.
Rhode
Island School of Design.
Football Pledge Card.
Meghan McGeary.
Generic Gift Card.
Mike
Westfall.
Pledge card.
Francine Cronin.
Pledge Card.
James Finkler.
Pledge Card.
Meghan McGeary.
Pledge Form.
Bemidji State
University.
Pledge Form.
Peace College.
Pledge Form.
Stetson
University.
Pledge Form.
Susan Clough.
Pledge Form.
World
Learning.
Pledge
Form (Letter of Intent).
Lin Roberts.
Women's
Basketball Pledge Form.
Meghan McGeary.
Peer Screening
Peer Screening
Prospect
Prospect
Referral Form
Telemarketing & Annual Fund
Caller Application
Caller application.
Faye Jennings.
Caller Application.
Rosalinda Olivares.
Caller Calendar
Caller Confidentiality Form
Caller
Evaluation.
Steven Farwick.
Caller
Evaluation.
Scott Harris.
Caller
Evaluation.
Deborah Schroeder.
Caller Evaluation 1,
2,
3,
4,
5
Caller Monitoring.
Jim Napier.
Daily Production Sheet.
Kathleen Madonna.
How
did we do?.
Rachel Meuser.
Exit
Interview.
David
J. Smith.
Faculty Staff Gift Form.
James Finkler.
Gift Record Sheet.
Diana Lygas.
Incentives.
Daily,
Weekly.
Faye Jennings.
Leadership Evaluation.
David J. Smith.
Leadership Interview.
David
J. Smith.
Nightly Summary Sheet.
Diana Lygas.
Personal Interview.
Alysia Conklin.
Personal Interview.
Rosalinda Olivares.
Phone Application.
Leigh Ann Jacobson.
Phone Interview.
Meredith Berg.
Phone Interview.
Alysia Conklin.
Phone
Interview.
Rosalinda Olivares.
Phone Interview.
David J. Smith.
Phone
Survey Card.
Sharon Ammons.
Probationary Shifts Completed
Quality Assurance Form.
David J. Smith.
Referral Tracking
Student Application
Supervisor
Application.
Sheri Hamiter.
Supervisor Time Checkpoint.
Kathleen Madonna.
Tally Sheet.
Sarah Case.
Tally Sheet.
Sarah Groh.
Tally Sheets 1,
2,
3,
4.
Joshua Liss.
Tally Sheet.
T. Phillip Madison.
Telefund Tally Sheet
Telemarketing Results.
Kathleen Madonna.
Weekly Attendance.
Kathleen Madonna. |
Research Request
Research
Request.
Joseph Calger.
Research
Request.
Cheryl Edwards.
Research
Request.
Heidi Gillis.
Research
Request.
Mary Heller.
Research
Request.
Mary Kay Kidwell.
Research Request Guidelines.
Mary Kay Kidwell.
Research
Request.
Jim Klasinski.
Research Request.
Gina Rich.
Research
Request.
Cara Rosson.
Research
Request.
Sabine Schuller.
Research Request Individuals.
Melissa Wolfe.
Research Request Project.
Melissa Wolfe.
Others:
1,
2, 3
Tracer Card
Tracer Card.
Good example of a tracer card to collect
information from constituents. Note contest
on bottom.
Robb Drury.
Other
Add a
Proposal.
Joseph Calger.
Add a
Prospect.
Joseph Calger.
Foundation Check List.
Linda Freed.
Foundation Prospect Research
Checklist
Laurie Staton.
Foundation
Strategy Worksheet.
Laurie Staton.
Foundation Web Research Check
List
Laurie Staton.
Major Gift Form
Parent Council
RSVP Form.
Jodi
Gup.
Parent Information Form.
Meredith Berg.
Prospect Screening
Checklist.
Jennifer Cooper.
Stewardship Activities
Checklist
Kathy Ruvolo.
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