Advancement Services : Research and Technology Support for Fund Raising / John H. Taylor, Ed.

This book is intended for individuals who work in the operations side of campus fundraising, and addresses such issues as accounting and Internal Revenue Services rules and regulations, new technologies, gift processing, and prospect tracking and management. The 21 chapters are organized around five topics: prospect research, gift processing, stewardship, technology, and management. Titles are: (1) "Prospect Research: Where It Came From, Where It's Headed" (Jonathan Lindsey); (2) "How To Set Up a Research Office: Getting the Go-Ahead, Getting Organized, and Getting To Know the Best Sources" (Brenda A. Eckles); (3) "Organizing and Using Research: From Setting Up Prospect Profiles To Calculating Giving Ability" (Claire Verrette); (4) "The Moves-Management System: An Overview for Advancement Services Professionals" (Judson Matthews); (5) The Nuts and Bolts of Gift Substantiation" (Patricia L. Reynolds); (6) "Tax Rules and Regulations: How the IRS Views Deductibility, Qualified Donees, and Usable Receipts" (Alison Paul); (7) "Accepting, Valuing, and Acknowledging Gifts of Securities" (Pamela Todd Fox); (8) "Corporate Matching Gifts: From Checking Eligibility To Increasing Their Use" (Blossom Gardner); (9) "Becoming a Good Steward: How To Form Your Rationale and Use the Basic Tools" (Debbie Meyers and Michael L. House); (10) "The Art of Saying Thank You" (Kelley Rickard); (11) "Ten Ways To Make Thank You Letters More Personal" (Judson Matthews); (12) "Evaluating and Selecting Primary Development Software" (Charlie Hunsaker and Jim Williamson); (13) "More on How To Survive a Computer Conversion" (Patricia L. Reynolds); (14) "Evaluating and Purchasing Support Software: Making a Smart Buy Even When You Know Little About a Program" (Kelley Rickard); (15) "Strategies for Linking Your Database with Your Website" (Brian Dowling); (16) "Document Imaging 101: Going Paperless Without Pain" (John Ley); (17) "Managing Technological Change" (Linda Bennett); (18) "Creating Comparative Reports: Three Ways To Track Progress in Your Fund-Raising Performance" (Madelyn Miller); (19) "Improving Office Communication: How Understanding Different Learning Styles Helps Get Your Message Across" (Vicky Medlock); (20) "Reconciling Advancement Services and Accounting: Five Principles To Help Explain the Relationship and End the Confusion" (Jan H. Shimshock); and (21)"Constructing a Productive Advancement Services Team" (Lynne Becker and Gail Ferris). A glossary is appended. (Most selections contain references). (CH)

Administrators. ericd

Practitioners. ericd

Microfiche. [Washington D.C.]: ERIC Clearinghouse microfiches : positive.