Online Resources and Blog Posts on This Site

Contract Management

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


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

Downloads and Samples

Acknowledgment Letter Guidelines

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

Address Update Flowchart

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

Alumni Association Bylaws Collection

Collection of various alumni association bylaws from a number of contributors includi [...]

Annual Giving Gift Definitions

Definitions of what gifts will be counted towards annual giving. Click on the button  [...]

Annual Giving Solicitation Policy

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

Appeal Policy

Policy for setting up an appeal contributed by Francine Cronin. Click on the link to [...]

Awards Nomination Process

Sample of process for nomination for Alumni awards contributed by Kathy Spring. Click [...]

Capital Campaign Counting Guidelines

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

Cause Related Marketing Guidelines

All organizations need to retain a fiduciary duty to ensure that their name is being [...]

Charity Auctions

Charity auctions represent a fun method of bringing in private support. There are, ho [...]

Conditional Gift Policy

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

Confidentiality Policies

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

Conflict of Interest Policies

Sample conflict of interest policies. Click on the buttons to add to your download ca [...]

Constituent Record Name Standards

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

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 [...]

Email Communication Policies

Emails are very inexpensive to send to a broad base of constituents. In order to redu [...]

Employee Relief Fund Policy and Forms

The Winona Health Foundation Employee Relief Fund was established in August 2007 as a [...]

FAQ for Restricted Gifts

Gifts to NC State may be either for the general purposes of the University or for the [...]

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 [...]

Fraud Policy

The purpose of this Policy is to specifically address fraudulent acts. Fraudulent act [...]

Fundraising Guidelines Samples

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

Fundraising Project/Event Request Form

Fundraising project/event request form. Click on the button to add to your download c [...]

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 [...]

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 [...]

Information Release and Sharing

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


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

Leadership Council By-Laws

The Council will serve the College as an advisory body only. The Council will study,  [...]

Major Gift Officer Handbook

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

Memorandum of Understanding

THIS MEMORANDUM OF UNDERSTANDING is made and entered into this ____ day of___________ [...]

Memorandum of Understanding – Foundation/Host Institution

The following illustrative document includes examples of best practice that each foun [...]

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 [...]

Physical Commemorative Policy

Permanent physical commemoratives (PPCs) are a popular option for alumni, parents, fa [...]

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 Development

Presentation on the development of policies and procedures. Contributed by James Mine [...]

Policies and Procedures Format Guidelines

Some simple guidelines for the format of policies and procedures. Click on the button [...]

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 [...]

Record Retention Schedules

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

Reunion Class Gift Counting

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

Scholarship Agreement Form

Sample of scholarship agreement form. Click on the button to add to your download car [...]

Sponsored Scholarship Agreement

A generous gift {or generous gifts} from {name of donor(s) or friends, colleagues, an [...]

Sponsorship Policy

The purpose of this policy is to establish the framework and guidelines within Lakehe [...]

Strategies to Mitigate Risk Exposure

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

Survey – Receipt Language When Donors Pay Event Expenses

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

Third Party Fundraising Policies

Collection of third party fundraising policies. These are good to implement so that t [...]

Tip Sheet for Private Foundations

A private foundation may be funded by an individual, a family, or a for-profit compan [...]

Transfers of Property to Foundations

Samples of agreements for transferring property from a parent entity to a foundation. [...]

Tree Planting and Stone Benches Policy

The University of the South is glad to consider memorial and other honorary gifts des [...]