Advancement Services and Campaign Management - Free Resources
The following resources are available for interested parties looking to learn more in regards to best practices for advancement services and campaign management.
Advancement Services and Campaign Management
The following resources are available for interested parties looking to learn more in regards to best practices for 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:
- Gift Acceptance Policies
- Philanthropy and the Tax Cuts and Jobs Act of 2017
- Staff Incentives for Retention
- Advancement and Campaign Funding
- Campaign Counting
- Accepting and Processing Gifts of Securities
- Applying Recognition Soft Credits
- Donor Advised Funds
- Gift Administration – Gifts versus Grants versus Contracts
- Name (Including Funds) & Salutation Standards
- Pledge Writeoff Standards
- Quid Pro Quo Contributions
- Reconciling Advancement and Accounting Financial Reports
- Refunding Gifts
- Understanding the Differences Between Advancement Counting and Finance Accounting
*must be logged in to view articles, aasp membership is required
Podcasts and presentations featuring John Taylor:
Is Your Organization Ready – Really Ready – For A Capital Campaign? – Podcast 2024
In this episode of The Beacon Podcast, Lighthouse Counsel Director of Business Development Ryan Woroniecki speaks with John Taylor, principal at John Taylor Consulting, a leading firm in the field of advancement, campaign management and board development, about preparing for a capital campaign.
aasp – A COVID Retrospective – Featuring John Taylor – Podcast from 2021
Venmo or Ven-No! – A 2020 video conversation with John and Bob Burdenski regarding the acceptability (and possibility) of accepting charitable gifts through Venmo.
Surveying the Growth and Impact of Online Giving – Podcast from 2019
Do I Really Need to Register in Every State? – A 2021 video presentation by John and Bob Burdenski on charitable giving registration regulations.
Updated! – Alexander Haas Futures in Fundraising: An Interview with John Taylor – Podcast from 2016
Legal & IRS
– Donor Advised Funds & Family Foundations
– Stock Gift Receipts
– 2022 Who Can Make a Pledge
– Ins & Outs of IRS Rules Pertaining To Charitable Gifts
– PPA 2006 Demystified
– 2023 Date of Gift Summary
– Athletic Donations & IRS Issues
Donor Relations
– 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
Prospect Management & Research
– Development of a Prospect Strategy Plan
– How to Identify & Screen Prospects on a Shoestring Budget
– Turning Pets into Prospects
Management
– Differences Between Advancement Counting and Finance Accounting
– 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
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
Policies, Procedures & Protocols
– 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
Crowdfunding
– Crowdfunding Legal Issues
– Day of Giving or a Day of Pain
– Why Crowdfunding Is Horrible
– Annual Giving, Advancement Services, and Crowdfunding
Gifts & Pledges
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