Online Resources and Blog Posts on This Site

Asset Allocation and Changes to Investment Policy

How should you change your asset allocation based on changes in market conditions ove [...]

Contract Management

How can you improve your contract management processes? If you can do this effectivel [...]

Economic Outlooks and Expectations for Donations

Consumer confidence has improved over the last number of years and is almost at the s [...]

Outsourcing The CIO (Chief Investment Officer)

Many of us don’t have the in-house specialty investment knowledge to manage our inves [...]

Overhead Spending – The Cold Black Sea

Yet another article and commentary on charitable spending on overhead from the Boston [...]

Talking About Overhead

Does your board struggle with the concept of overhead and do you have a hard time tal [...]

Downloads and Samples

Conditional Gift Policy

A contribution is a conditional gift if it depends on a future act or event that may [...]

Donor Agreement Policy

The university has a fiduciary responsibility to ensure that a donor’s wishes are str [...]

Downloads & Samples on SupportingAdvancement.Com

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

Financial Assistance Policy

he Genesis Health Services Foundation, through the Heart of Mercy (HOM) Temporarily R [...]

Fiscal Policies and Procedures

Good sample of a fiscal policies and procedures manual which includes a number of for [...]

Funds Management Policies

Funds management policies and procedures encompass a number of areas in most non-prof [...]

Gift Processing and Receipting

Gift processing and receipting policies and procedures are important for maintaining [...]

Grants

Selection of materials and samples for managing grants. Click on the buttons to add t [...]

Investments

Investment policies. Click on the buttons to add to your download cart.   &n [...]

Non-Cash Gift Terminology

For the most part, cash gifts are easy. You deposit them in your account and spend th [...]

Nondesignated Gifts Policy

Occasionally the Foundation receives gifts that are not accompanied by any instructio [...]

Optimizing Cost Per Dollar

Presentation on a case study on Optimizing Cost Per Dollar Raised to improve and ensu [...]

Pledge Agreement for Endowed Professorship

Sample pledge agreement for endowed professorship. Click on the button to add to your [...]

Pledge Management and Write Off Policy

The Foundation is responsible for insuring the viability of unpaid pledges and will c [...]

Record Retention Schedules

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

Strategies to Mitigate Financial Risk

Presentation containing a good overview on financial risk with definitions and strate [...]

Strategies to Mitigate Risk Exposure

Managing risk should be part of every organization’s strategy and tactics when workin [...]

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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