Online Resources and Blog Posts on this Site

4 Donor Acquisition Strategies to Implement for your Year-End Fundraising

My, my, my, look how the time flies. Pretty soon we’ll all be standing in the snow, c [...]

6 Ways to Supercharge your Solicitation Process

6 Ways to Supercharge your Solicitation Process Let’s face it -- we all get stuck in [...]


ABA-PTL. Estate planning and estate administration issues listserv.   [...]

American Council on Gift Annuities

American Council on Gift Annuities. One of the primary activities of the Council is t [...]

Association of Development Officers

The Association of Development Officers (ADO) is a registered 501(c)(3) nonprofit org [...]


Canadian Association of Gift Planners (CAGP ACPDP). We are the only organization in C [...]

Corporate Giving to Private Educational Institutions Grows, CAE Data Shows

Every year, the Council for Aid to Education’s conducts a survey of fundraising at [...]

Major Gift Staff and Matching Gifts

Four things that major gift officers need to know about matching gifts. HEPdata is [...]

Payroll Deduction and Matching Gifts

The College of Engineering at Cal Poly State has had incredible success growing the [...]

Planned Giving Design Center

Planned Giving Design Center. Since 1998 the Planned Giving Design Center has been he [...]


PLANNEDGIVING. Yahoo Groups open list for discussion of gift planning topics. Reasona [...]

Three Tips for Donor Segmentation Success

As a nonprofit professional, you know better than anyone that it is critical to const [...]

Downloads and Samples

Annual Giving Solicitation Policy

Annual Giving Programs To preserve University Name’s credibility among its financial [...]

Capital Campaign Counting Guidelines

Good set of comprehensive campaign counting guidelines. Campaign counting can effect  [...]

Conditional Gift Policy

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

Crowdfunding Playbook for Higher Education

You’ve decided to explore crowdfunding, congratulations! Crowdfunding is the fastes [...]

Donor Agreement Policy

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

Donor Benefits Decision Tree

Diagram of donor benefits decision tree to help in calculating benefits. Click on the [...]

Fundraising Guidelines Samples

Sample fundraising guidelines and policies. Click on the buttons to add to your downl [...]

Funds Management Policies

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

Gift Acceptance Policies Samples

Sample gift acceptance policies. Click on the buttons to add to your download cart. [...]

Gift Acknowledgment Protocol

PROTOCOL FOR CAMPAIGN GIFT ACKNOWLEDGEMENT Wabash College will need to acknowledge do [...]

Gift Agreements

Sample gift agreements. Click on the buttons to add to your download cart.   [...]

Gift Fee Language

Gift fees have become more commonplace and language explaining and describing them is [...]


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

Job Descriptions – Fundraising

Some sample job descriptions for fundraising. Click on the buttons to add to your dow [...]

Major Gift Officer Handbook

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

Naming Policies Collection

Collection of naming policies and procedures and other samples from a number of contr [...]

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 [...]

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 [...]

Policies and Procedures Template

The ultimate purpose of this Manual is to provide a framework to facilitate a harmoni [...]

Prospect Management Policies and Procedures

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

Real Estate Check List

Checklist for fundraisers when accepting a gift of real estate. Click on the button t [...]

Reunion Class Gift Counting

Reunion class gift campaigns represent an excellent opportunity to increase giving fo [...]

Virginia Commonwealth University – Multi-Channel Campaign

Good example of a multi-channel campaign incorporating social media, web sites and ot [...]