Physical Commemorative Policy
Permanent physical commemoratives (PPCs) are a popular option for alumni, parents, faculty and staff wishing to memorialize individuals and/or groups. Examples of PPC’s are plaques, trees, shrubs,...
View ArticlePledge Management and Write Off Policy
The Foundation is responsible for insuring the viability of unpaid pledges and will cancel or modify immediately any unpaid pledge that does not accurately reflect the intentions of a donor. In...
View ArticlePolicies and Procedures Development
Presentation on the development of policies and procedures. Contributed by James Minehart. Click on the button to add to your download cart.
View ArticleReunion Class Gift Counting
Reunion class gift campaigns represent an excellent opportunity to increase giving for all allocations. However, a sound strategic planning of a reunion gift campaign offers several other key...
View ArticleFAQ for Restricted Gifts
Gifts to NC State may be either for the general purposes of the University or for the specific use of one of its colleges, institutes, centers, departments, programs or units. While the University’s...
View ArticleSponsored Scholarship Agreement
A generous gift {or generous gifts} from {name of donor(s) or friends, colleagues, and admirers} is {are} being used to create a sponsored scholarship {or sponsored scholarships} {in memory of . . . or...
View ArticleSponsorship Policy
The purpose of this policy is to establish the framework and guidelines within Lakehead University for the creation of productive partnerships between the University and the private sector, i.e....
View ArticleData Integrity Links
Data integrity is an integral component of all successful fundraising programs. This page contains some resources you can use to find addresses and phone numbers to help improve your data integrity....
View ArticleTree Planting and Stone Benches Policy
The University of the South is glad to consider memorial and other honorary gifts designated for the planting of trees and the placement of stone benches. The first step for donors interested in making...
View ArticleWealth Screening and Grateful Patient Program Processes Flowchart
Flowchart of a wealth screening and grateful patient program process which was shared on a listserv. Good example of the complexity of these programs and a well constructed visual of the process. Click...
View ArticlePayroll Deduction and Matching Gifts
The College of Engineering at Cal Poly State has had incredible success growing their matching gift revenue through payroll deductions. How did they accomplish this? HEPdata has contributed to this...
View ArticlePolicies and Procedures Format Guidelines
Some simple guidelines for the format of policies and procedures. Click on the button to add to your download cart.
View ArticleProspect Management Policies and Procedures
Good sample of prospect management policies and procedures including a prospect assignment and strategy form. Contributed by Paul Lanning. Click on the button to add to your download cart.
View ArticleReal Estate Check List
Checklist for fundraisers when accepting a gift of real estate. Click on the button to add to your download cart.
View ArticleProspect Scoring Tool
Example of a scoring tool posted on PRSPCT-L from Harvey Mudd College. They have built an overall scoring tool that gives constituents a point for everything that they can identify from the database...
View ArticleNARA (National Archives and Records Administration)
The National Archives and Records Administration (NARA) is the nation’s record keeper. Of all documents and materials created in the course of business conducted by the United States Federal...
View ArticleCaging Vendors
Caging vendors can help improve the efficiency and effectiveness of gift processing by helping you outsource repetitive tasks. This allows you to focus on stewardship, data integrity and other aspects...
View ArticleGift Entry and Donation Processing Forum
Gift Entry and Donation Processing Forum on LinkedIn.
View ArticleAlumniFinder
AlumniFinder. Since 2001, AlumniFinder, a leading locate and research solution provider, has helped both higher education and nonprofit institutions quickly achieve their development goals by...
View ArticleAlumniLocators
AlumniLocators. AlumniLocators is an operating division of Business Credit Information Inc. (BCI) — a privately held corporation that has served the higher education marketplace since 1994. Our dynamic...
View ArticleTip Sheet for Private Foundations
A private foundation may be funded by an individual, a family, or a for-profit company. At The Nature Conservancy, we frequently receive donations from family foundations, one particular type of...
View ArticleThird Party Fundraising Policies
Collection of third party fundraising policies. These are good to implement so that the primary fundraising part of an organization has the authority to authorize when another group can fundraise on...
View ArticleDAMA International
DAMA International mission is to be the international voice of data management, the go-to place that any data professional will visit FIRST for resources, information, education and knowledge, and to...
View ArticleTransfers of Property to Foundations
Samples of agreements for transferring property from a parent entity to a foundation. Click on the button to add to your download cart.
View ArticlePledge Agreement for Endowed Professorship
Sample pledge agreement for endowed professorship. Click on the button to add to your download cart.
View ArticleFraud Policy
The purpose of this Policy is to specifically address fraudulent acts. Fraudulent activity of any kind, including for the benefit of Southeastern, is expressly forbidden. This Policy establishes the...
View ArticleRecord Retention Schedules
Collection of various record retention schedules. Note that you should always check with your local tax and legal jurisdictions to verify retention schedules.. Click on the button to add to your...
View ArticleDRIVE/updates August Newsletter
DRIVE/updates We have some DRIVE August Newsletter to announce: DRIVE/2016 is officially a GO! DRIVE/2016 will be held May 17th and 18th 2016. Many more details to come shortly, but our space has been...
View ArticleScholarship Agreement Form
Sample of scholarship agreement form. Click on the button to add to your download cart.
View ArticleICRM ( Institute of Certified Records Managers)
The Institute of Certified Records Managers (ICRM) is an international certifying organization of and for professional records and information managers. The ICRM was incorporated in 1975 to meet the...
View ArticleProspect Research Institute
Prospect Research Institute gives you the comprehensive training and testing you need to learn and demonstrate new skills. Site includes selection of research links and other information.
View ArticleARMA International
ARMA International is a not-for-profit professional association and the authority on governing information as a strategic asset. The association was established in 1955. Its approximately 27,000+...
View ArticleTalking About Overhead
Does your board struggle with the concept of overhead and do you have a hard time talking about it with them and other constituents? In terms of your budget and programs are you in a cycle where it’s...
View ArticleMeasuring Prospect Research
There has been a lot of discussion over the years on measuring prospect research. It’s a challenging endeavour since there is both a long and short term aspect to measuring. We may research a prospect...
View ArticleAutomating Prospect/Proposal Stages
What’s your process for automating prospect/proposal stages? I’m using the two interchangeably here even though in actual practice they’re not. Stages are sometimes difficult to keep track of and if...
View ArticleHow Prospect Research can Help Nonprofits Raise More Money from Events
Fundraising events can be a great way to generate revenue for your nonprofit and allow your donors to interact directly with your organization. But did you know that you can take your fundraising event...
View ArticleAsian Prospecting and Fundraising
A small selection of presentations, links and other resources for Asian prospecting and fundraising. This is a complex and broad subject and there’s no attempt here to provide other than a few samples...
View ArticleHEPdata is excited to introduce MatchPortal
HEPdata is excited to introduce MatchPortal — the industry’s first and only automated match processing system. Using cutting-edge technology coupled with the most comprehensive database of matching...
View ArticleDiocese of Trenton – Faith to Move Mountains
Faith to Move Mountains Campaign website and print materials MainSpring joined the Diocese of Trenton to create a website and print materials for the launch of their campaign, Faith to Move...
View Article6 Ways to Supercharge your Solicitation Process
6 Ways to Supercharge your Solicitation Process Let’s face it — we all get stuck in a rut sometimes. Whether it’s falling into a routine with our food choices, our workout regimen, or the types of...
View ArticleUC Davis – End of Fiscal Year Challenge
UC Davis End of Fiscal Year Challenge UC Davis issued its alumni and friends an end of fiscal year challenge! MainSpring helped by creating 4 email versions with 11 segments each. The challenge was...
View ArticleEast Carolina University – Move In Day Email
East Carolina University Move In Day Email MainSpring created a sense of nostalgia for East Carolina University with their 2015 Move-In Day email. The mobile responsive design incorporated move-in day...
View ArticleQuinnipiac University – Email Campaign
Quinnipiac University Email Campaign Quinnipiac University and MainSpring teamed up to create an email campaign with the theme of “Looking inward, outward and forward.” The email gives a quick look...
View ArticleEmployer Appending and Employer Alerts the Right Way
Knowing where your alumni work and their title can tell you a lot about them. If they are a “C” level executive you could have found a major gift prospect and perhaps a matching gift eligible alumni....
View ArticleCorporate Giving to Private Educational Institutions Grows, CAE Data Shows
Every year, the Council for Aid to Education’s conducts a survey of fundraising at colleges and universities in the United States. Called the Voluntary Support of Education (VSE) Survey, it has become...
View Article4 Donor Acquisition Strategies to Implement for your Year-End Fundraising
My, my, my, look how the time flies. Pretty soon we’ll all be standing in the snow, counting down the seconds until January 1st. But before the earth completes this year’s trip around the sun, make...
View ArticleHEP Matching Gifts YouTube Channel
The Matching Gifts Channel provides news, tips, and resources that help non-profit and university fundraisers increase annual donations from companies that sponsor matching gift programs. This channel...
View ArticleMatching Gifts in 2016: How Did Colleges and Universities Fare?
The Council for Aid to Education’s latest annual survey of fundraising at colleges and universities in the United States has been released. The Voluntary Support of Education (VSE) Survey looks at...
View ArticleCompanies with Match Programs are More Productive and Raise More for...
It’s official: companies with matching gift programs tend to have higher levels of labor productivity and their employees value working together. That’s what two Australian academic researchers have...
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