Online Resources and Blog Posts on this Site


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

Asian Prospecting and Fundraising

A small selection of presentations, links and other resources for Asian prospecting a [...]

Capital Campaign Counting Guidelines

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

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 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 [...]

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 [...]

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 [...]

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 [...]