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

The following resources were written by me (John H. Taylor) , and are based on my 30+ years experience consulting with nonprofit organizations and higher education institutions around the world.

If you have any questions about enhancing operational aspects of development or would like assistance with strategic campaign planning/preparation please contact me to learn more.

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
– 2018 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

If you would like to explore my consulting services further, or you have any advancement questions you need assistance with please complete the form below.