DL – Major Gifts & Planned Giving

Asian Prospecting and Fundraising

DL - Major Gifts & Planned Giving, DL - Prospect Research, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

A small selection of presentations, links and other resources for Asian prospecting and fundraising. This is a complex and broad subject and there’s no attempt here to provide other than a few samples […]

Capital Campaign Counting Guidelines

DL - Annual Giving, DL - Fundraising, DL - Major Gifts & Planned Giving, DL - Planning, DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Good set of comprehensive campaign counting guidelines. Campaign counting can effect everything from reporting to how gifts are coded and entered. It’s additionally important to note which specific gi […]

Fundraising Guidelines Samples

DL - Donor Relations, DL - Fundraising, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Sample fundraising guidelines and policies.

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Funds Management Policies

DL - Annual Giving, DL - Donor Relations, DL - Finance & Accounting, DL - Fundraising, DL - Gift Processing, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Funds management policies and procedures encompass a number of areas in most non-profit organizations. We receive and hold money in trust from donors and it’s critical that we have appropriate policie […]

Gift Acceptance Policies Samples

DL - Donor Relations, DL - Fundraising, DL - Gift Processing, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Sample gift acceptance policies.

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Gift Agreements

DL - Donor Relations, DL - Fundraising, DL - Gift Processing, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Sample gift agreements.

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Gift Fee Language

DL - Donor Relations, DL - Fundraising, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Gift fees have become more commonplace and language explaining and describing them is critical from a financial and a donor relations perspective. Your staff should have an appropriate “elevator speec […]

Grants

DL - Donor Relations, DL - Finance & Accounting, DL - Fundraising, DL - Gift Processing, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DL - Prospect Research, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Selection of materials and samples for managing grants.

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Major Gift Officer Handbook

DL - Data & Records, DL - Fundraising, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DL - Prospect Research, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Older but good example of a handbook for major gift officers that outlines research, planning a trip and travel. Start to finish guide. Click on button to add to your download cart.

 

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Naming Policies Collection

DL - Fundraising, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS & UPDATES, RESOURCES|

Collection of naming policies and procedures and other samples from a number of contributors including Carolyn H. Brown,

Pledge Agreement for Endowed Professorship

DL - Finance & Accounting, DL - Fundraising, DL - Gift Processing, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS - Gifts & Giving, NEWS & UPDATES, RESOURCES|

Sample pledge agreement for endowed professorship. Click on the button to add to your download cart.

 

Pledge Management and Write Off Policy

DL - Finance & Accounting, DL - Fundraising, DL - Gift Processing, DL - Major Gifts & Planned Giving, DL - Policies & Procedures, DOWNLOADS & SAMPLES, NEWS - Gifts & Giving, NEWS & UPDATES, RESOURCES|

The Foundation is responsible for insuring the viability of unpaid pledges and will cancel or modify immediately any unpaid pledge that does not accurately reflect the intentions of a donor. In additi […]