Online Resources and Blog Posts on This Site


AlumniFinder. Since 2001, AlumniFinder, a leading locate and research solution provid [...]


AlumniLocators. AlumniLocators is an operating division of Business Credit Informatio [...]

ARMA International

ARMA International is a not-for-profit professional association and the authority on [...]

Caging Vendors

Caging vendors can help improve the efficiency and effectiveness of gift processing b [...]

DAMA International

DAMA International mission is to be the international voice of data management, the g [...]

Data Integrity Links

Data integrity is an integral component of all successful fundraising programs. This [...]

Electronic records. ERECKS-L

ERECS-L. Management and preservation of electronic records listserv operated jointly [...]


FUNDSVCS. Advancement and development services and related issues. One of the best fo [...]

Gift Entry and Donation Processing Forum

Gift Entry and Donation Processing Forum on LinkedIn.   [...]

ICRM ( Institute of Certified Records Managers)

The Institute of Certified Records Managers (ICRM) is an international certifying org [...]

Into Your System – Multi-Sources, Mass Data, Multi Format

As systems become more complex, and we get data from a variety of sources, what would [...]

Maximize Your Return on Big Data (Part 1)

I’ve often talked about how the complexity of our fundraising databases has changed o [...]

Maximize Your Return on Big Data (Part 2)

Some of the Main Steps in Leveraging Big Data Access Access needs to be delegated thr [...]

NARA (National Archives and Records Administration)

The National Archives and Records Administration (NARA) is the nation's record keeper [...]


RECMGMT-L. Records management program listserv. Very active with a lot of valuable in [...]

Downloads and Samples

Address Update Flowchart

Sample of flowchart for updating addresses. It's a useful exercise to keep these proc [...]

Confidentiality Policies

We're all stewards of the information provided us to us by our constituents and it's [...]

Constituent Record Name Standards

Primary conclusions/recommendations for creating names in a fundraising database with [...]

Downloads & Samples on SupportingAdvancement.Com

There are many hundreds of downloads and samples on SupportingAdvancement.Com so chec [...]

Information Release and Sharing

Information release and sharing policies. Click on the buttons to add to your downloa [...]

Job Descriptions – Advancement Services

Some sample job descriptions for advancement services. Click on the buttons to add to [...]

Job Descriptions – Data & Records

Some sample job descriptions for advancement services. Click on the buttons to add to [...]

Major Gift Officer Handbook

Older but good example of a handbook for major gift officers that outlines research, [...]

Prospect Management Policies and Procedures

Good sample of prospect management policies and procedures including a prospect assig [...]

Record Retention Schedules

Collection of various record retention schedules. Note that you should always check w [...]

Wealth Screening and Grateful Patient Program Processes Flowchart

Flowchart of a wealth screening and grateful patient program process which was shared [...]

Technical, Operations and “Back Room” Related Jobs on the Job Board

Resources on SupportingAdvancement.Com

The following resources are still located on SupportingAdvancement.Com. Over the next year or so, we'll be moving them to this site, reorganizing and cleaning them up, changing categories and trying to make it easier for you to find what you need.
Annual FundAnnual giving and annual fund, appeals, tips and tricks, hiring, phonathon, budget requests ...
EmploymentJob description samples, training, policies and procedures, recruitment, board, campaign staffing, telefund caller evaluations, organization charts ...
Frequently Asked QuestionsSome frequently asked questions on advancement, development, fundraising and related ...
More With LessBudget reductions, cost per dollar raised, cost savings, justifying resources, gifts and records processing, planning ...
PotpourriMiscellaneous, advancement aervices, customer service, class agents, stewardship, board ...
RecordsElectronic imaging, data integrity, privacy ...
ReportingReport samples, data warehouse, report standards, analytics and data mining, report samples ...
RevenueMajor gifts, annual giving, telemarketing ...
SamplesAcknowledgements, advertisements, brochures, scripts, reunion, holidays, parents, pledge letters, thank you cards ...
Sample FormsSamples of commonly used forms ...
SystemsTechnology planning, RFP's, reinvent your fundraising through technology, data backup, security ...
Telemarketing and TelefundTelemarketing and telefund ...
Web SightingsSocial media, email marketing, rating your web presence ...

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