Online Resources and Blog Posts on This Site


AASP (Association of Advancement Services Professionals) is committed to providing me [...]

Caging Vendors

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


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.   [...]

Matching Gifts Lookups

The use of matching gift lookups on your giving sites are a best practice for raisi [...]

Downloads and Samples

Acknowledgment Letter Guidelines

Sample of process for creating acknowledgement letters. It's a useful exercise to kee [...]

Conditional Gift Policy

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

Donor Benefits Decision Tree

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

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 Policy Manuals

Sample gift policy manuals. Click on the buttons to add to your download cart. &nbs [...]

Gift Processing and Receipting

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


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

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 [...]

Survey – Receipt Language When Donors Pay Event Expenses

Short 1 question survey on the language for receipts when donors pay event expenses. [...]