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.
The following resources were written by me (John H. Taylor) based on my 30+ years experience consulting with nonprofit organizations and higher educational 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.
The following documents were prepared for the Association of Advancement Services Professionals (aasp) Best Practices initiative. aasp membership is required.
Naming Standards
Pledge Write-off Standards
Gifts versus Grants versus Contracts
*must be logged in to view articles, aasp membership is required
Podcasts and presentations featuring John Taylor:
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
– 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
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
New for 2021! – 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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