Presentation for South Shore Grants on March 4, 2011. Topics including managing fundraising information, processing gifts, and regulatory requirements.
This document contains information about three figures from art history. Figure 11-18 depicts a mosaic of the miracle of the loaves and fishes from a church in Ravenna, Italy dated around 504. Figure 3-3 shows both sides of the Palette of King Narmer from Hierakonpolis, Egypt made of slate around 3000-2920 BCE. Figure 3.5 features Imhotep's stepped pyramid and mortuary precinct for Pharaoh Djoser at Saqqara, Egypt from the Third Dynasty around 2630-2611 BCE.
Organisatieadviesbureaus JBR en BuitenhekPlus kozen bevolkingskrimp als thema om eens in brede kring over van gedachten te wisselen. Met een kleine dertig deelnemers uit het bedrijfsleven, de overheid en maatschappelijke organisaties schoven zij op 14 november 2010 rond de tafel in Slot Zeist. De discussie over krimp was de tweede in een cyclus rondetafelgesprekken over thema's op het raakvlak tussen de publieke en private sector.
Krimp als onderwerp voor een rondetafelgesprek? Veel genodigden zullen verbaasd de wenkbrauwen hebben opgetrokken, of ze misschien zelfs hebben gefronst. Krimp zit niet in ons systeem. Althans, dat denken we. Groei en vooruitgang zijn ons met de paplepel ingegoten als maatschappelijk doel en realiteit.
Toch is er in ons land sinds enkele decennia sprake van lokale bevolkingsafname. Wie er oog voor heeft, ziet de krantenkoppen af en toe opduiken: 'Gevolgen regionale bevolkingskrimp ingrijpend'; 'Spookdorpen in Nederland', of, een paar dagen na de rondetafel in de Volkskrant: 'Laat dit geen slaapdorp worden'.
Gerrit Vlaander, oud-partner van JBR, schetst op uitnodiging van dagvoorzitter Dirk-Jan de Bruijn met onderstaande powerpoint presentatie de huidige kaders van het begrip krimp. "Let wel", waarschuwt Vlaander vooraf, "Wij hebben niet het antwoord op de vraag: 'Hoe gaan we om met krimp? We signaleren slechts dat er een probleem ligt, en denken na over de verschillende opties. Die willen we graag met u bespreken."
This document makes recommendations for issuing antlerless permits for deer, elk, and pronghorn based on population trends and objectives. It recommends antlerless deer permits based on fawn production and population trends from 1998-2009, with a statewide deer population target. For elk, it recommends antlerless permits based on population trends and an objective of 68,825 elk, as well as control permits on units with zero elk objectives or private land issues. It also provides numbers of doe pronghorn and antlerless moose permits issued from 2007-2011.
The Utah Division of Wildlife Resources is conducting several mule deer research studies to identify factors limiting population growth, including fawn mortality causes and the effect of coyote control, habitat limitations, competition with elk, survival rates of adult does and fawns, and highway mortality estimates. The DWR will spend $1.4 million over the next four years on these research projects and may spend an additional $500,000 to study fawn mortality causes and the impact of coyote control. The research aims to help the DWR understand how to increase mule deer populations in Utah.
This document contains information about three figures from art history. Figure 11-18 depicts a mosaic of the miracle of the loaves and fishes from a church in Ravenna, Italy dated around 504. Figure 3-3 shows both sides of the Palette of King Narmer from Hierakonpolis, Egypt made of slate around 3000-2920 BCE. Figure 3.5 features Imhotep's stepped pyramid and mortuary precinct for Pharaoh Djoser at Saqqara, Egypt from the Third Dynasty around 2630-2611 BCE.
Organisatieadviesbureaus JBR en BuitenhekPlus kozen bevolkingskrimp als thema om eens in brede kring over van gedachten te wisselen. Met een kleine dertig deelnemers uit het bedrijfsleven, de overheid en maatschappelijke organisaties schoven zij op 14 november 2010 rond de tafel in Slot Zeist. De discussie over krimp was de tweede in een cyclus rondetafelgesprekken over thema's op het raakvlak tussen de publieke en private sector.
Krimp als onderwerp voor een rondetafelgesprek? Veel genodigden zullen verbaasd de wenkbrauwen hebben opgetrokken, of ze misschien zelfs hebben gefronst. Krimp zit niet in ons systeem. Althans, dat denken we. Groei en vooruitgang zijn ons met de paplepel ingegoten als maatschappelijk doel en realiteit.
Toch is er in ons land sinds enkele decennia sprake van lokale bevolkingsafname. Wie er oog voor heeft, ziet de krantenkoppen af en toe opduiken: 'Gevolgen regionale bevolkingskrimp ingrijpend'; 'Spookdorpen in Nederland', of, een paar dagen na de rondetafel in de Volkskrant: 'Laat dit geen slaapdorp worden'.
Gerrit Vlaander, oud-partner van JBR, schetst op uitnodiging van dagvoorzitter Dirk-Jan de Bruijn met onderstaande powerpoint presentatie de huidige kaders van het begrip krimp. "Let wel", waarschuwt Vlaander vooraf, "Wij hebben niet het antwoord op de vraag: 'Hoe gaan we om met krimp? We signaleren slechts dat er een probleem ligt, en denken na over de verschillende opties. Die willen we graag met u bespreken."
This document makes recommendations for issuing antlerless permits for deer, elk, and pronghorn based on population trends and objectives. It recommends antlerless deer permits based on fawn production and population trends from 1998-2009, with a statewide deer population target. For elk, it recommends antlerless permits based on population trends and an objective of 68,825 elk, as well as control permits on units with zero elk objectives or private land issues. It also provides numbers of doe pronghorn and antlerless moose permits issued from 2007-2011.
The Utah Division of Wildlife Resources is conducting several mule deer research studies to identify factors limiting population growth, including fawn mortality causes and the effect of coyote control, habitat limitations, competition with elk, survival rates of adult does and fawns, and highway mortality estimates. The DWR will spend $1.4 million over the next four years on these research projects and may spend an additional $500,000 to study fawn mortality causes and the impact of coyote control. The research aims to help the DWR understand how to increase mule deer populations in Utah.
Acidic deposition, also known as acid rain, is caused by emissions of nitrogen oxides (NOx) and sulfur oxides (SOx) which primarily come from power plant emissions. When NOx and SOx react with water, oxygen, and sunlight in the atmosphere, they form acids like sulfuric and nitric acid which fall to earth as rain, snow, or dry deposition. Acidic deposition harms ecosystems by lowering the pH of soils and surface waters outside of their normal acidic range, which can damage forests and aquatic wildlife. The EPA addresses acidic deposition through its Acid Rain Program that implements emissions trading of SOx and NOx to reduce deposition and restore damaged environments.
QR Codes Webinar: How to Think About and Use 2D CodesWaterfall Mobile
In this webinar we take a look at the dos and do not’s of using QR and other 2D Codes to launch marketing campaigns to new heights. From the Getting It Right In Mobile Series.
You can view a video recording of the webinar on the Msgme blog here: http://bit.ly/loghl2
Mobile-led innovations for Direct customer relationshipsRamesh Raman
Extensive media and channel fragmentation and changing demographics have made direct consumer engagement as necessary as it is challenging. However many, otherwise leading, organisations lack the ability to identify and engage with their customers directly
* How can brands innovatively use the exponentially increasing power of mobile and social channels to build a single-view of the consumer?
* How can brands leverage this single-view of a customer to build a direct relationship with them?
IMImobile provides mobile data platforms and services to help companies acquire, service, engage and retain customers across mobile and social channels. The presentation discusses how IMImobile can help companies gain a single unified view of customers by integrating data from different touchpoints. It demonstrates solutions like social self-serve, social IVR and social engagement monitoring that allow customers to get service on social media and help companies understand customer sentiment. The solutions aim to improve customer experience and generate more revenue through the mobile channel.
The document provides key dates and information for 2011 big game hunting seasons in an unnamed state, including recommendations for deer, elk, and once-in-a-lifetime seasons. It outlines application periods for drawing permits as well as season dates for archery, muzzleloader, and general weapon hunts. Additionally, it proposes dates for selling parts of legally harvested animals and notes some changes to regional advisory council and board meeting dates.
David publicó una presentación de prueba en Slideshare sobre su primera prueba realizada en la plataforma. La presentación consistió en una diapositiva con un título y una oración breve explicando el propósito de la prueba.
Жизненный цикл тестировщика (Урансофт, семинар TrueTester #3)Catherine Tipanova
Презентация для семинара "Как стать true-тестировщиком #3". Жизненный цикл тестировщика, большие и маленькие компании, как выбрать первую работу, большие и маленкие команды, процессы разработки, место тестировщика в процессах.
The document discusses the marketing strategies of Jasmine soap, a product made by HUL. It provides an overview of HUL as a company, describes the marketing mix used for Jasmine soap including its product variants, pricing, promotion, and distribution. Additionally, it analyzes the strengths, weaknesses, opportunities, and threats for Jasmine soap and provides recommendations to expand its target market.
Презентация для доклада на конференции SQA Days-15, профессиональное выгорание, где найти ресурс, когда мы выдохлись, как не разочароваться в себе и в профессии, ожидания и реальность - узкие места карьеры.
1. This document provides instructions for configuring popular email clients like Outlook and Outlook Express to use Inmarsat's SMTP servers for sending emails over BGAN.
2. The primary SMTP server is smtp.bgan.inmarsat.com, and the secondary is smtp2.bgan.inmarsat.com. Detailed steps are given for configuring the outgoing server settings in Outlook Express and Outlook 2003 to use the primary SMTP server.
3. Brief guidance is also provided for configuring other clients like Netscape and Eudora, as well as some common troubleshooting tips for issues like not being able to send or receive emails.
The document discusses wildlife mortality along Utah's highways and efforts to minimize it. It outlines the role of the Division of Wildlife Resources in working with the Utah Department of Transportation and others to identify locations with high deer-vehicle collisions and implement sufficient wildlife crossing structures. It provides details on the statewide roadkill database and recent wildlife crossing projects. It also describes wildlife crossing guidelines and the ongoing wildlife crossing camera study aimed at determining which crossing types are most effective for wildlife.
Personalizing Mobile Interaction To Create Lasting Customer LoyaltyWaterfall Mobile
Experience, loyalty, satisfaction, engagement. No matter the goal, marketers are responsible for creating compelling experiences that keep customers coming back. Whether the first line of communication occurs via phone or SMS, marketers must use these channels to create personalization and engagement in order to drive ongoing interaction with their customer base.
This joint webinar, brought to you by Angel and Waterfall Mobile, analyzes how to make mobile interaction more compelling. As with every webinar from the Getting It Right In Mobile series, the webinar examines best practices, analyzes relevant case studies and presents actionable next steps to launch a mobile marketing strategy to the next level.
The document outlines key steps for developing an effective fundraising plan, including conducting an internal and external assessment, setting goals and objectives, choosing fundraising techniques, developing materials, creating budgets and action plans, and evaluating results. It emphasizes involving stakeholders, understanding constraints and capabilities, diversifying techniques, building credibility, and creating plans that are strategic, cost-effective, and reflect organizational needs. Regular evaluation and revision of plans is also recommended to ensure ongoing success.
The document outlines key steps for developing an effective fundraising plan, including conducting an internal and external assessment, setting goals and objectives, choosing fundraising techniques, developing materials, creating budgets and action plans, and evaluating results. It emphasizes involving stakeholders, understanding constraints and capabilities, diversifying techniques, building credibility, and creating plans that are strategic, cost-effective, and reflect organizational needs.
The document outlines key steps for developing an effective fundraising plan, including conducting an internal and external assessment, setting goals and objectives, choosing fundraising techniques, developing materials, creating budgets and action plans, and evaluating results. It emphasizes involving stakeholders, understanding constraints and capabilities, diversifying techniques, building credibility, and creating plans that are strategic, cost-effective, and reflect organizational needs. Regular evaluation and revision of plans is also recommended to ensure ongoing success.
Show Me the Money grants training 11-10-15Laura Helle
The document provides an overview of the grant process at Riverland Community College. It defines what a grant is and is not, including that a grant is money with strings attached for a specific need, awarded to the best proposals for a fixed time period, rather than being free money or a permanent solution. It introduces the Director of Grants (DOG) who helps catalyze new grant activity by identifying opportunities, building applications, and managing the process. The steps of the process are outlined, including evaluating potential opportunities, creating applications, submitting and waiting for decisions, executing awarded grants, and archiving information. Potential uses of grants to build capacity, improve outcomes and build relationships are also summarized.
Acidic deposition, also known as acid rain, is caused by emissions of nitrogen oxides (NOx) and sulfur oxides (SOx) which primarily come from power plant emissions. When NOx and SOx react with water, oxygen, and sunlight in the atmosphere, they form acids like sulfuric and nitric acid which fall to earth as rain, snow, or dry deposition. Acidic deposition harms ecosystems by lowering the pH of soils and surface waters outside of their normal acidic range, which can damage forests and aquatic wildlife. The EPA addresses acidic deposition through its Acid Rain Program that implements emissions trading of SOx and NOx to reduce deposition and restore damaged environments.
QR Codes Webinar: How to Think About and Use 2D CodesWaterfall Mobile
In this webinar we take a look at the dos and do not’s of using QR and other 2D Codes to launch marketing campaigns to new heights. From the Getting It Right In Mobile Series.
You can view a video recording of the webinar on the Msgme blog here: http://bit.ly/loghl2
Mobile-led innovations for Direct customer relationshipsRamesh Raman
Extensive media and channel fragmentation and changing demographics have made direct consumer engagement as necessary as it is challenging. However many, otherwise leading, organisations lack the ability to identify and engage with their customers directly
* How can brands innovatively use the exponentially increasing power of mobile and social channels to build a single-view of the consumer?
* How can brands leverage this single-view of a customer to build a direct relationship with them?
IMImobile provides mobile data platforms and services to help companies acquire, service, engage and retain customers across mobile and social channels. The presentation discusses how IMImobile can help companies gain a single unified view of customers by integrating data from different touchpoints. It demonstrates solutions like social self-serve, social IVR and social engagement monitoring that allow customers to get service on social media and help companies understand customer sentiment. The solutions aim to improve customer experience and generate more revenue through the mobile channel.
The document provides key dates and information for 2011 big game hunting seasons in an unnamed state, including recommendations for deer, elk, and once-in-a-lifetime seasons. It outlines application periods for drawing permits as well as season dates for archery, muzzleloader, and general weapon hunts. Additionally, it proposes dates for selling parts of legally harvested animals and notes some changes to regional advisory council and board meeting dates.
David publicó una presentación de prueba en Slideshare sobre su primera prueba realizada en la plataforma. La presentación consistió en una diapositiva con un título y una oración breve explicando el propósito de la prueba.
Жизненный цикл тестировщика (Урансофт, семинар TrueTester #3)Catherine Tipanova
Презентация для семинара "Как стать true-тестировщиком #3". Жизненный цикл тестировщика, большие и маленькие компании, как выбрать первую работу, большие и маленкие команды, процессы разработки, место тестировщика в процессах.
The document discusses the marketing strategies of Jasmine soap, a product made by HUL. It provides an overview of HUL as a company, describes the marketing mix used for Jasmine soap including its product variants, pricing, promotion, and distribution. Additionally, it analyzes the strengths, weaknesses, opportunities, and threats for Jasmine soap and provides recommendations to expand its target market.
Презентация для доклада на конференции SQA Days-15, профессиональное выгорание, где найти ресурс, когда мы выдохлись, как не разочароваться в себе и в профессии, ожидания и реальность - узкие места карьеры.
1. This document provides instructions for configuring popular email clients like Outlook and Outlook Express to use Inmarsat's SMTP servers for sending emails over BGAN.
2. The primary SMTP server is smtp.bgan.inmarsat.com, and the secondary is smtp2.bgan.inmarsat.com. Detailed steps are given for configuring the outgoing server settings in Outlook Express and Outlook 2003 to use the primary SMTP server.
3. Brief guidance is also provided for configuring other clients like Netscape and Eudora, as well as some common troubleshooting tips for issues like not being able to send or receive emails.
The document discusses wildlife mortality along Utah's highways and efforts to minimize it. It outlines the role of the Division of Wildlife Resources in working with the Utah Department of Transportation and others to identify locations with high deer-vehicle collisions and implement sufficient wildlife crossing structures. It provides details on the statewide roadkill database and recent wildlife crossing projects. It also describes wildlife crossing guidelines and the ongoing wildlife crossing camera study aimed at determining which crossing types are most effective for wildlife.
Personalizing Mobile Interaction To Create Lasting Customer LoyaltyWaterfall Mobile
Experience, loyalty, satisfaction, engagement. No matter the goal, marketers are responsible for creating compelling experiences that keep customers coming back. Whether the first line of communication occurs via phone or SMS, marketers must use these channels to create personalization and engagement in order to drive ongoing interaction with their customer base.
This joint webinar, brought to you by Angel and Waterfall Mobile, analyzes how to make mobile interaction more compelling. As with every webinar from the Getting It Right In Mobile series, the webinar examines best practices, analyzes relevant case studies and presents actionable next steps to launch a mobile marketing strategy to the next level.
The document outlines key steps for developing an effective fundraising plan, including conducting an internal and external assessment, setting goals and objectives, choosing fundraising techniques, developing materials, creating budgets and action plans, and evaluating results. It emphasizes involving stakeholders, understanding constraints and capabilities, diversifying techniques, building credibility, and creating plans that are strategic, cost-effective, and reflect organizational needs. Regular evaluation and revision of plans is also recommended to ensure ongoing success.
The document outlines key steps for developing an effective fundraising plan, including conducting an internal and external assessment, setting goals and objectives, choosing fundraising techniques, developing materials, creating budgets and action plans, and evaluating results. It emphasizes involving stakeholders, understanding constraints and capabilities, diversifying techniques, building credibility, and creating plans that are strategic, cost-effective, and reflect organizational needs.
The document outlines key steps for developing an effective fundraising plan, including conducting an internal and external assessment, setting goals and objectives, choosing fundraising techniques, developing materials, creating budgets and action plans, and evaluating results. It emphasizes involving stakeholders, understanding constraints and capabilities, diversifying techniques, building credibility, and creating plans that are strategic, cost-effective, and reflect organizational needs. Regular evaluation and revision of plans is also recommended to ensure ongoing success.
Show Me the Money grants training 11-10-15Laura Helle
The document provides an overview of the grant process at Riverland Community College. It defines what a grant is and is not, including that a grant is money with strings attached for a specific need, awarded to the best proposals for a fixed time period, rather than being free money or a permanent solution. It introduces the Director of Grants (DOG) who helps catalyze new grant activity by identifying opportunities, building applications, and managing the process. The steps of the process are outlined, including evaluating potential opportunities, creating applications, submitting and waiting for decisions, executing awarded grants, and archiving information. Potential uses of grants to build capacity, improve outcomes and build relationships are also summarized.
This class covered idea generation and the build or buy decision process for acquiring a business. It discussed starting a business from scratch, acquiring an existing business, or operating a franchise. The class covered self-assessment, thorough research of opportunities, deal criteria, sources, resources, evaluation process, negotiation, and the pros and cons of acquisition. Key aspects included clear goals, patience, screening criteria, industry and company research, valuation approaches, negotiating price and structure, and due diligence of legal, financial, and operational areas. Success requires acquisition skills, focus, entrepreneurial drive to add value, and access to capital and technical skills.
Capitalizing on End of Year Giving: Strategies for Ending 2011 on a High NoteFirstGiving
This webinar provided nonprofit organizations with strategies for ending the year strongly through end of year giving campaigns. It recommended cultivating donors in advance, optimizing websites and donation pages, testing campaigns, and creating detailed plans with timed asks. Nonprofits were encouraged to start planning now for December campaigns when over 30% of annual donations are typically received. The presenters also reviewed options for processing online donations including do-it-yourself pages or using a platform like PayPal.
Grants can support the changing needs in your community while your budget is flat or shrinking and provide many benefits (in addition to funding!). Wish you knew more about applying for grants? Does it seem overwhelming and you wonder how to get started? This webinar will be easy to understand, motivating, and full of valuable tips.
The document provides an overview of developing a fundraising plan, including assessing existing resources, determining financial targets, identifying prospective donors, and developing solicitation tools. It emphasizes the importance of thorough research and having clear financial goals in order to create an effective fundraising plan.
Most people have heard of Customer Relationship Management (CRM) but not everyone knows what they can do with such a system. ACT! by Sage is an inexpensive CRM application specifically designed for SMEs. This presentation gives a brief introduction.
The document discusses factors to consider when selecting online donation tools for nonprofits. It covers getting ready by optimizing your website to encourage donations and driving traffic. Features of donation tools include customizable forms, payment options, and fraud prevention. Key considerations in deciding on a tool include whether donations are part of a larger fundraising strategy, whose merchant account to use, expected donation volumes and sizes, customizing forms to match your website, desired export features, and other critical features.
The document discusses e-discovery and how businesses should prepare for litigation involving electronically stored information. It recommends that businesses first identify areas at risk for litigation, take an inventory of relevant electronic data, and evaluate their resources. It also stresses the importance of building an e-discovery response team, designing a litigation hold process, and implementing an effective records management program to help contain costs during the e-discovery process. The document cautions that inadvertent errors are inevitable and outlines how businesses can avoid sanctions by cooperating with courts and opponents during litigation.
Creating optimal revenue opportunities for your association_USTARachel Kubicki
This document provides guidance and strategies for nonprofit organizations to optimize revenue opportunities through fundraising. It discusses evaluating current initiatives and developing new efforts across membership fees, corporate partnerships, individual donations, and grants. Specific tactics addressed include retaining current members through improved communications, growing membership by defining target audiences, creating an engagement process for corporate relationships, and developing major donor cultivation programs. The document emphasizes having the right infrastructure in place like CRM software and establishing clear goals and metrics to evaluate different fundraising initiatives.
This free workshop is for organizations who are planning their first or a more comprehensive Fall Campaign. It presents the basics on how to; refine your impact message, identify your targets, define your approach and create an end of year contributors' plan.
This workshop is for organizations who are planning their first or a more comprehensive year-end campaign
Association of Donor Relationship Professionals - Impacting Positive Relation...Jeff Gignac
This document summarizes a presentation about using Raiser's Edge, a donor relationship management software, to positively impact relationships. It discusses tracking donor information, relationships, actions, and automating stewardship plans. It also covers using dashboards for real-time data visualization and the future of the Raiser's Edge NXT cloud-based version. The presenter is an expert consultant with over 20 years of experience helping non-profits use databases and technology effectively.
This document outlines the key steps in a sales process from identifying prospects through closing deals and maintaining customer relationships. It involves generating leads, qualifying potential customers, discovering needs, presenting solutions, negotiating agreements, delivering products or services, collecting payment, and obtaining referrals. The goal is to move prospects through the stages of the sales funnel from suspect to customer to repeated and referred business. A variety of tools are listed to support marketing, prospecting, sales discovery meetings, proposals, contracting, and ongoing customer support.
Strategic fundraising focuses on aligning the needs of an institution, its decision makers, donors, and fundraising team. It prioritizes the institution's most important project and ensures all parties understand and work towards its success. Feedback loops between decision makers, fundraising staff, and donors allow needs and priorities to be continually reassessed. This strategic approach balances institutional needs with engaging donors based on their values and motivations.
The document provides an overview of good business practices for entrepreneurs presented by Ronna Brown of the Better Business Bureau. It discusses finding capital through various sources, common scams targeting small businesses, keeping customers happy, and legal compliance. Tips are provided on obtaining financing, avoiding scams, resolving customer complaints, and seeking help from organizations like the BBB.
A guide to arts marketing professional who want practical and strategic advice as to establish and develop a strategic digital programme to engage audiences and gain ticket and membership sales.
Bridging The Gap Between Your Database And Your Fundraising 2010 NSFAmikekierce
This document discusses how nonprofit fundraising databases can help organizations streamline processes, automate tasks, improve access to information, and allow for growth in fundraising. It emphasizes that selecting the right database requires identifying needs based on resources like time, money, and staff. An effective database can help with contact management, relationship tracking, communications, integrated tools like matching gifts and online giving, and analysis to understand top donors and giving trends. Overall, selecting and fully utilizing a database helps nonprofits expand relationships and raise more money.
Bridging The Gap Between Your Database And Your Fundraising 2010 NSFA
Fundraising Back Office Show
1. Organizing the Fundraising Back Office March 4, 2011 Tim Mills-Groninger South Shore Grants
2. Goals and outcomes Who you are and Why you came Ground rules: Interrupt, there are no silly questions Difficult problem: I have a friend who… Introductions
3. Fundraising Soliciting support Advancement Services Back office functionality Managing donor and prospect information Receiving, Recording, and Receipting gifts Analysis: explaining the past and predicting the future Insuring compliance Mapping the Universe
4. Why Individual Giving is Important Money Creates a deep pool for major gifts Proof of community support
7. Donors People who have made a gift Prospects All carbon-based life forms except for above Types of Individuals – Part One
8. Connection Who they are and how they relate to your organization Capacity How much they can give Commitment If not you, who? How they relate to the cause Types of Individuals – Part Two
9. Warning: Desire ≠ ability Cost of research Cost of data entry Your ability to utilize information Demographic information
10. Name – easy Address(s) – kinda easy Age – depends Phone, email – depends Family/Social relationships – surprisingly hard Demographics
11. Ask the donor Ask their friends – peer screenings Participation data List appends Demographic Resources
12. Will we really use this? Is it legal? (probably) Ethical? (depends) What is the ROI? Demographic Questions
13. Prolific Greek writer Known to you, but not disclosed Most common process Importance of non-disclosure and confidentiality Unknown to you Small gifts – not a problem Larger gifts – get your lawyer involved Anonymous
14. Irrevocable transfer of an asset without reciprocal consideration to the donor Keyword: Quid Pro Quo Benefits broad population Defining the Gift
15. Last entity to control the resource Name on the account Soft credit of related parties Third party processors United Way Network for good, etc For profit v. nonprofit Defining the Donor
16. Publications 526 and 1771 Amount received Disclosure of Fair Market Value (FMV) of benefits received Optional: Date of Control Avoid tax advice Key IRS Issues
18. A legal and enforceable promise (contract) Hard to enforce DAF problems Write down/off Pledges
19. Date of control Cash – in hand Check – deposit Credit card – transaction clears Fees Processing and related are your cost of business Will confuse some credit card donors Cash Gifts
20. Describe the property received Decline to assign value If pressed, say “which you assigned a value of $...” Partial interest issues Stock and Other In-Kind
21. Legal, accounting, etc Not a gift Worth a thank you Work around – pay them, and let them write a check Gifts of Service
22. Support for Annie to go to X Use of vacation house for silent auction Decline of an honorarium Gifts to a club on your org’s behalf Silent auction item with no published value A company’s name and URL in printed program Let’s Play Gift or Not a Gift
23. Three day deadline Threshold? Try 1₵ Include appropriate thank you Processing and Receipting
24. Memorials/In honor of Conversion to annual giver opportunity Soft credit Spouse, employer, influencer Matching Mainly opportunistic Appends are available, but consider ROI Other Record Keeping
25. Online Direct Mail Individual solicitation Special Events/Auctions Raffles Contracts, trusts, etc. Gift Vehicles
26. What you’ll take What you’ll refuse Who decides Gift Acceptance Policy
27. Gift accounting v. financial accounting Reconciliation at deposit level No need for individual detail But many accountants insist Shared credit for net change of non-gift contributions Accounting
34. Exactly what you need Tendency to under-plan Development is training Build – Custom Development
35. Custom fit Cheapest solution per feature Forces complete process analysis Pros of Building
36. What you said, not what you meant Feature creep = most expensive solution Frankenstein-like monster kept alive by moody contractors or staff Cons of Building
48. IRS HIPPA FERPA PCI State Registration Compliance
49. Ibid: Gift Acceptance Policy Gift processing guidelines Data governance standards Cross training The Advancement Services Plan
50. Indentify gaps – quality and standards Commit realistic staff and financial resources Involve the development committee Check your work/come up for air Homework