John H. Taylor Consulting

Advancement Campaign Programs

Campaign Preparedness Audit (CPA)

A vastly expanded (6-8 days) version of the AOA and recommended for institutions preparing to launch a multi-year campaign. Recommended to be conducted within 3 years of the launch of the pre-public phase of a 5+ year campaign. Learn more…

Pre-conversion Audit (PCA)

A 2.5-3.5 day audit/training experience designed to fully prepare an organization for a major development system conversion. The audit will include a “state of the database” analysis and recommendations for areas to address prior to conversion. Learn more…

Software Integration Assessment (SIA)

A customized evaluation, preferably conducted within 90-180 days of a software conversion or module installation, to ensure that the system, and staff, are functioning optimally and that appropriate business processes have been re-engineered. Learn more…

Advancement Operations Audit (AOA)

A 4-6 day examination and report on an organization’s advancement operation, with a focus on improving efficiency and verification of regulatory compliance. Recommended for any organization that has not had a similar review in over 5 years. Learn More..

Advancement Services and Campaign Management

John has authored, co-authored, or edited numerous Best Practices documents for the Association of Advancement Services Professionals (aasp). To access those documents, you must be a member of aasp. If you are a member, please go to Best Practices Library – aasp (connectedcommunity.org) and, after logging in, look for John’s efforts in the following categories. If you are not a member of aasp and have an urgent question on any of these topics, please call, email, or schedule a meeting with John by going to the Contact Us tab

View All Advancement Free Resources

Legal & IRS

– Donor Advised Funds & Family Foundations
– Pledges & Benefits
– Stock Gift Receipts
– Who Can Make a Pledge – And Who Can Pay It Off
– Ins & Outs of IRS Rules Pertaining To Charitable Gifts
– PPA 2006 Demystified
– 2023 Date of Gift Summary

Policies, Procedures & Protocol (PPP)

– Gifts, Grants, Contracts and Clinical Trials
– Alumni or any other constituent group Participation – What’s All the Fuss
– Gift Acceptance Policies and Committees-Bureaucracy, Burden, or Benefit
– Measuring a Major Gift Officer’s Effectiveness
– Anonymity Protocol

Campaigns

– Launching a Campaign–Science or Art
– Planning for a Campaign–Made Easy
– The Mechanics of Creating a Scale of Gifts–Or–What Is a Gift Pyramid
– Three Ways to Cover Your Campaign Costs
– Are Annual Gifts a Thing of the Past

Donor Relations

Prospect Management & Research

– Development of a Prospect Strategy Plan
– How to Identify & Screen Prospects on a Shoestring Budget
– Turning Pets into Prospects

Crowdfunding

– Crowdfunding Legal Issues
– Day of Giving or a Day of Pain
– Why Crowdfunding Is Horrible
– Annual Giving, Advancement Services, and Crowdfunding

Management

New for 2021! – Understanding the Differences Between Advancement and Finance
– Helping Our Donors Understand Fundraising Costs
– How Can I Possibly Do More With Less
– How Much Does it Cost to Raise a Dollar
– Impact of the Elections on Charitable Giving
– The Dreaded Development Audit
– What’s Wrong with Advancement Services
– How to Avoid Unnecessary Fund Creation
– Is it Time to Change Systems?
– Let’s Not Forget about the Service Part of Advancement Services
– Healthcare Philanthropy is Evolving Away from Hospitals
– It’s All About Data Security

Gifts & Pledges

Do you have any questions? Please contact me today

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