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 Annual
Fund
Young Alumni, Reasons to Give, Direct Mail, Engaging Alumni ...
 Employment
Activity Benchmarks
Attendance Policy
Board Evaluation
Caller Application,
2,
3
Caller Certificates
Caller Contract,
2
Caller Feedback
Caller Evaluation,
2, 3,
4,
5,
6,
7,
8
Caller Training
Caller Interview Questions
Class Agent Materials
Cover Letter
Pre Call Solicitation Card
Volunteer Description
Recruitment Letter
Confidentiality Agreement,
2,
3,
4,
5,
6,
7
Confidentiality and Conduct Policy
Consultants
Coordinator
Evaluation
Developing Supervisors
Employment & Job
Posting Links
Etiquette and Protocol
Exit Interview
FERPA Quiz
Group Interview Questions
Hiring Supervisors
Improving Caller Retention
Incentives
Daily,
Weekly.
Interview Guide
Leadership Application
Leadership Evaluation
Leadership Interview
Leadership Skills
Major Gift Staff Evaluation
Mock Phone
Calls 1,
2
Monthly Incentive Structure
Performance Accountability
Personal Interview,
2
Phonathon Evaluation
Phonathon Manager Application
Phone Application
Phone Application Packet
Phone Interview,
2,
3,
4
Phone Quality Assurance
Phonathon Representative Contract
Phonathon
Staff Policies,
2
Phonathon Survival Guide
Reading Tea Leaves
Sample Job Descriptions
Sample Job Postings
Script Writing Workshop
Staffing and Justification Strategies
Student Application
Student Caller
Supervision
Student Manager Personnel Policies
Student Manager Checklist
Supervisor
Application
Supervisor
Evaluation
Supervisor's Guidelines
Till the Headhunter Calls
Training Materials
-
Training Manual,
2,
3,
4,
5
-
Student Mentor Handbook
-
Student Supervisor Handbook
-
Supervisor Training Manual
-
Train the Trainer 1,
2,
3.
The Video Interview
 Frequently
Asked Questions
Legal and Terms of Use Statement
 Like Minded
More Updates
 More With Less
AG Staff Increase Proposal
Alumni Objectives Matrix
Annual Fund Planning Calendar
Annual Fund Segmentation Plan
Annual Giving Direct Mail Checklist
Annual Giving Operating Plan,
2
Appeal Policy
Awards Nomination Process
Budget Reduction Questions
Business Plan Outline
Campaigns & Advancement
Services
Campaign Communications Plan
Cause Related Marketing Guidelines
Confidentiality Agreement
Corporate Foundation Fundraising
Guidelines
Cost Savings
Cyclical Planning Calendar
Donor Loyalty Report
Endowed Scholarship
Endowment Agreement
Engaging Youngest Adults
Getting Grants - Proposal Writing
Basics
Gift Acceptance Policy
Gift Agreement Sample
Gift in kind Acceptance
Policy
Gift Processing, Beginning to End
Gift Processing. Dotting
the I's.
Gift Processing.
Finding and Fixing Problems.
Gift Processing Flowchart
Gift Processing Manual Samples
Gift Solicitation and Acceptance
Policy
Gift Transmittal Process
Goals and Objectives
Grant Management Process Procedure
Grant Registration and Approval Form
Horses, Software and Bad Art
Improving Gift Processing
I.R.S. and the Processing of Gifts
Managing Donations
Memorandum of Understanding,
2
More With Less
Doing More with less!
IRS is Not A 4-Letter Word?
Memorandum of Agreement - Endowed Funds
Naming Opportunities,
2
Neither IRS or CRA are 4-Letter Words
Non-Cash Gift Terminology
Nonstandard Gifts
One
Gift "from Multiple Donors"
Planning Calendar,
2
Planning
Materials
-
Business Plan
-
Goals
-
Weekly Activity Report
Pledge Management Policy
Predicting Pledge Fulfillment
Reunion Gift Counting Policy
Sample Forms
Sample Fund Language
Sample Gift Agreement
Scholarship Grant
Should I accept this?
Six Secrets of a Successful Grants
Office
Staffing and Justification Strategies
Strategic Planning,
2,
3
Strategic Technology Plan
Succeeding Without Consultants
Telemarketing Services Vendors
Time Management Techniques
What Counts
Who Can Make a Pledge
 Philanthropy
 Potpourri
Advancement Services
Affluence of Women
Alumni Association By-Laws,
2
Alumni Chapters Handbook
Alumni Dictionary
Alumni Survey
Alumni Survey
Anatomy of Donor Relations,
Presentation
Being an Evangelist
Benchmarking with the Best
Board Evaluation Questionnaire
Branding Advancement Services
Branding Annual Giving
Building Internal and External
Relations
Class Agent Materials
Credibility Gap
Disaster Planning
Donor Charter of Rights
Donor Stewardship Reports
Donors Like the Tunes
Email Subscriptions
Engagement
Ensure Prospects don't
become Donors
Ethics: A New Paradigm for a Modern Age
Etiquette Guide for Asia
Favorite
Listservs
Featured Advancement Support Sites
Fostering Communication
Generation X
Getting Better: Not Older
Gift
Acknowledgment Protocol |
Potpourri
(Continued)
Gift Agreement Sample
Giving in the UK
Glossary of Terms
Knowledge Management
Leadership Council By-Laws
Leadership Skills
For Young Advancement
Professionals
Million Dollar Donors
Motivating Volunteers
Philanthropic
Quotes
Philanthropy
Australia Conference Report
Planned Giving Terms
Principles of Stewardship
Reading Tea Leaves
Sample Forms (Various
sample forms)
Sample Newsletter
Sample Year End E-mail
Sample Year End Memo
Save the Dates
Special Events - Planning
and Managing
Stay Connected
Stewardship
Stewardship: A Global View
Stewardship Activities Checklist
Stewardship and Naming
Stewardship Plan,
2
Stewardship Rebuilding Program
Stock Transfer Procedures Memo
Stock Transfer Fax Transmittal Sheet
The Endowed Chair, Part 1,
2,
3
Training Newsletter
University & College Web Sites
US News and World Report
Wealth & Charity
What Do We Mean by Annual Fund?
What's Your Perspective?
Word on the
Word Alumni
Working With Annual Fund
Working with Development Officers
Year End Processing
 Records
CAN -SPAM Act
Coding and Decoding
Data Essentials 360
Data Integrity
Links
Deceased Individuals
Document Imaging
Document Image Sizing
Document Management
Electronic
Imaging - The Series - Part I
Electronic Imaging
- The Series - Part 2
Electronic Imaging
- The Series - Part 3
Electronic Imaging
- The Series - Part 4
Electronic Imaging
- The Series - Part 5
Enforcing Data Entry
Finding Lost Alumni
Finding Lost Alums
Going Paperless
Impact of Data Integrity
No Peeking Allowed
Predicting Pledge Fulfillment
Privacy Architecture
Privacy Audit Questionnaire
Privacy
Policy Statement
Privacy Principles
Privacy Recommendations
Proactive vs. Reactive:
Do you have the time?
Records Management Policy
Records Production Statistics
Template
Records Retention Schedule
Records Statistics Template
Releasing Alumni Information
Sample file plan
Sample retention schedule
Shadow
Databases
Standards and Conventions:
Names and
Addresses
Standards and Conventions:
Everything
Else
What to Do After "Yes"
 Reports and
Reporting
A Simple Score
Annual Giving Samples
Closing the Fact Gap
Crystal Reports
Data Tools for Annual Giving
Data Warehouse
Donor Stewardship Reports
Favorite Reports
(Various
sample reports)
Final Countdown.
(Campaign Reporting)
Fostering Communication
GIS and Data Mining
Introduction to
Data Mining
Chapter 1 -
Introduction
Chapter 2 -
Data
Chapter 3 -
Exploring Data
Chapter 4 -
Classification: Basic
Chapter 5 -
Classification: Alternatives
Chapter 6 -
Association Analysis: Basic
Chapter 7 -
Association Rules: Advanced
Chapter 8 -
Cluster Analysis: Basic
Chapter 9 -
Cluster Analysis: Advanced
Chapter 10 -
Anomaly Detection
Lessons Learned in Implementing ECM
Mailing Lists are Best Served Fresh
Managing Scripts
Output Tracking System
Overview of system.
User's guide.
Predictive Modeling for
Effectiveness
Report Standards
Reporting 101
Reporting Essentials
Seven Questions for your
Data Mining
Efforts
Spreadsheet Tips & Tricks
Students' Awareness, Attitudes &
Perceptions
Sub-Reports
Teaching Report Writing
What's in a Name?
Where the Alumni Money Is
Why Alumni Do - and Do Not - Give
Younger Alumni
 Research
Asian Prospecting
Blogs. Blogs, Feeds,
Trackbacks, Pings.
Critical Issues in Fundraising Research
Google and Beyond
Knowledge Management
Peer Screening
Prospect Management
Prospect Research Simplified
Prospecting in Hong Kong
Prospecting Information
Real Estate Valuation
Research & KM. Part 1,
Part 2
Research Fundamentals
Role of Prospect Research
Screening for Gold
 Revenue
AG Staff Increase Proposal
Alumni Prospects Script
Alumni Survey,
2
Annual Fund in a
Capital Campaign
Annual Fund Planning Calendar
Annual Fund Segmentation Plan
Annual Giving Pyramid
Annual Giving Pyramid
Annual
Giving Web Sites
Attendance Policy
Athletics Solicitation Letter
Bingo Game
Branding Annual Giving
Call Center Information
Call Centre (Photos,
Plans, Videos)
Caller Application,
2
Caller Application Questions
Caller Application Questions
- Key
Caller Evaluation,
2, 3,
4
Caller Feedback
Caller Interview Questions
Caller Newsletter,
2,
3 (More on the page.)
Caller Training Manual
Caller Training Video
Calling All Callers
Campaigns & Major Gifts
Case for Enhanced Marketing
Class Managers Handbook
Coaching Callers
Cold Calling
Conference 360
Consecutive Giving
Creating a Culture of Philanthropy
Credibility Gap
Direct Mail Lists
Direct Mail Strategies
Direct Mail Production Schedule
Direct Mail Results,
2
Direct Mail Results
by Segment
Donor Card,
2,
3
DPTV Results
E-solicitations
E-Solicitations
E-solicitation analysis
E-solicitation analysis techniques &
approaches
Engaging
Alumni with Premiums
Envelope Tricks
Evolution of Telefund
Exit Interview
Fact or Fiction
Faculty Staff Giving
Faculty Staff Giving
Concerns with Faculty/Staff Appeals
Fiscal
Year vs. Calendar Year
From $5 to $5 Million
Games People Play
Gift in kind Acceptance
Policy
Gifts with Strings Attached
Giving in the UK |
Revenue
(Continued)
Golf Sponsorship
-
Corporate Invitation Letter
-
Corporate Sponsorship Menu
-
Sponsorship Form
Grant Partnership Etiquette
High End AF Asks
Hiring Supervisors
How did we do?
Improving Caller Retention
Leadership Application
Leadership Evaluation
Leadership Interview
Leveraging Penetration
Making Direct Mail Work for You
Matching Gifts Best Practices
Matching Gift Efforts
Matching Gift Email
Matching Gifts
Meeting of the Minds
Mid Range Donors
Newsletter from World Learning
Nurturing Alumni Relationships
Online
Donors
On-line Giving
Forms
On-line Giving Outsourcing Considerations
Parent Council
-
Invitation to
Join
-
RSVP Form
- Parent Council
Responsibilities
- Parents
Results Report
Phonathon Games
Phonathon Manager Application
Phonathon
Objections Responses,
2
Phonathon Objections Worksheet
Phonathon
Staff Policies
Phonathon T-Shirt
Phone Application Packet
Phone Quality Assurance
Phone Survey Card
Planned Giving Strategy
Planning
Materials
-
Business Plan
-
Goals
-
Weekly Activity Report
Pledge commitment letter
Pledge Reminder Letter
Preauthorized Gift Program
Proposal for Endowed Scholarship
Prospect Management
Prospect Management Policies
Putting it All Together
(Scripts)
Reasons to Make a Gift,
Summary.
Recent Graduates
Reunion Giving Pyramid
Reunion Guide
Rivalry in Fundraising
Reunion Solicitations
Senior Class Gift Materials
Bricks
Program - Solicitation Letter
Bricks
Program - Brochure Side 1
Bricks
Program - Brochure Side 2
Thank You
Letter
Top Ten
Excuses for Not Making Your Gift
Shaping the Future.
(Newsletter)
Shift Cancellation Policy
Solicitation Code Matrix,
2
Solicitation Policy Sample
Solicitation Results
Soliciting Callers
You Think Direct Mail is Personalized?
Sponsorship Policy
Pledge commitment letter
Stay Connected
Staying Connected
Stewardship
Student Caller
Supervision
Survey
(Alumni Relations and Annual Giving)
Survey. (Alumni Giving)
Targeting International Alumni
Telefund Email Thank You
Telemarketing Services Vendors
10 Reasons to Give
Tracking annual giving solicitations
Training Materials
- Caller
Training Manual
-
Student Mentor Handbook
-
Student Supervisor Handbook
-
Train the Trainer 1,
2,
3.
-
Training Manual,
2
20 Great
Ideas to Generate Giving
Valentine
Card,
Valentine
Response
Valentine
Card Cost Analysis
Variable-Data Printing
What Do We Mean by Annual Fund?
What's in a Name?
What's Your Perspective?
Where the Alumni Money Is
Working With Annual Fund
Working With A Prospect
WWW.Annualfund.edu
Young Alumni Renewal
Young Alumni Strategies
 Sample
Forms
Sample forms which can be used
to help design your own.
 Samples
Page
Links to numerous samples such
as scripts, thank you letters,
newsletters, and much more.
Search this Site
 Surveys
A few surveys on topics
of interest and links to surveys.
Advancement
and Development Services
Annual Fund Peer Schools Comparison
Contactable Rates,
Results
Fees on Gifts,
2,
3
Gift
and Bio-Demographic Data Entry
Matching Gift Practices,
Results,
2
Post Reunion Event Survey
Records
Practices,
Results
Records Practices Analysis
Report Writing
Research's Placement in the
Organization
Services and Support
 Systems
Being an Evangelist
Choosing Events Software 1,
2
Closing the Fact Gap
Data Backup Strategies
Data Warehouse
Democracy and Responsibility
Electronic Imaging - The Series - Part
I
Electronic Imaging
- The Series - Part 2
Email Selection Questionnaire
GIS and Data Mining
Institutional Resource Assessment
Integrating Listserv
Let's Do It! Part 1
Let's Do It! Part 2
List of
Banner Users
Security
Security Survey
Seven Phases of Database Denial
Spreadsheet Tips & Tricks
Strategic Technology Plan
Technology CAN be Our Friend
Knowledge Management
Vendors
 Telemarketing
& Telefund
Call Center Design, Training, Telefund Games, Managing
Callers ...
 Web Sightings
Acceptable Use Policy
Alumni and Friends Web Presence
Alumni Web Sites you Don't Control
Annual
Giving Web Sites
ASP.Net, JavaScript, XML
Beyond the Affinity Portal
Broken Links and Other Errors
Building a Web Site
Building Sustainable Communities
CMS Rollout
Content Ideas
Content Management
Copyright and Privacy Policy
Creating a Strategic Online Plan
E-Analysis
E-Broadcast Policies
E-Communications
E-mail Policy
E-mail Preferences
Email Use
Empowering Communities
Enewsletters
E-newsletter plan
eOpportunities
ePhilanthropy Strategies
E-solicitations
E-Solicitations
E-solicitation analysis
E-solicitation analysis techniques &
approaches
Faces of Your School
Google Trends Analysis
Internet Repositions Brand
More Than What We Do
National Online Portal
Nonprofit Website Effectiveness
Online Fundraising
Online Strategies
Online Strategies
Plan for Web Promotion in Magazine
Portal Development Inventory
Rating Your Web Site
Replacing/Sourcing an Online Community.
Initial Questions to Vendors
Detailed Features List
Sample Web Forms
Tips and Tricks for Web Site
Development
Useful Sites for Web
Development
Value of Email
Web Strategies
Winning Googlers'
WWW.Annualfund.edu |
