Print Page   |   Contact Us   |   Sign In   |   Join
Best Practices Categories
Share |


The Best Practices in advancement services have been allocated to the following categories.

*Items in italics indicate completed/posted best practices.

 

Advancement Management

Personnel Management

  • Advancement Metrics for Fund Raisers  
  • Calculating and Communicating Fund Raising
  • Conducting a Virtual Retreat
  • Ethics  
  • Cross Training    
  • Performance Standards   
  • Team Management

Project Management

  • Change Management
  • Compliance Reporting
  • Developing Policies & Procedures
  • Risk Assessment


Donor Relations & Stewardship

Gift Acknowledgement

  • First-time Donors     
  • Gift Acceptance
  • Gift Acknowledgement   
  • Gift (Tax) Receipts
  • Memorial and Honorific Notifications
  • Thank You Letters – Major/Principal Gifts
  • Thank You Letters – Annual Fund Gifts

Donor Recognition

  •  Annual Reports and Other Publications
  • Awards (Philanthropic)
  • Giving Societies / Membership Programs
  • Honor Rolls
  • Philanthropic Impact Reporting
  • Program Endowment Stewardship
  • Recognition & Stewardship Reporting
  • Signage, Walls and Namings

Donor Stewardship and Reporting

  • Annual Fund Stewardship
  • Customized Stewardship Plans
  • Endowment Financial Reporting
  • Faculty Endowment Stewardship
  • Scholarship / Fellowship Stewardship – Current-Use Funds
  • Scholarship / Fellowship Stewardship – Endowed Funds
  • Philanthropic Impact Reporting
  • Program Endowment Stewardship

Events

  • Campaign Gala Events
  • Cultivation Events
  • Donor / Beneficiary Events (students/faculty, program directors, curators, persons served, etc.)
  • Donor Recognition Events


Information Management

Database Management

  • Data Access & Security
  • Document Imaging & Archiving
  • Enterprise Content Management - Interfaces, External, Internal
  • Protecting Constituent Information
  • System Implementation
  • System Selection
  • Volunteer Access to Information
  • Web Communities and On-Line Processing

Reporting

  • Dashboards and similar tools
  • Data analysis tools
  • Data warehouse technologies
  • Standard reporting

Support

  • Help Desk and Request Management
  • Request Processing, Tracking and Reporting


Prospect Development

Administrative Documents

  • Forms & Formats
  • Prospect Management Policies and Procedures

Data Analytics and Data Mining

  • Building a Gift Pyramid
  • Prospect Analytics
  • Screening Implementation

Prospect Relationship Management

  •  Organizing Your Fundraising Team for Qualification/Disqualification
  • Prospect Capacity Ratings
  • Prospect Coding
  • Prospect Identification
  • Prospect Management Reports
  • Prospect Relationship Management

Prospect Research

  • Ethics for Prospect Research & Management
  • Prospect Research Metrics
  • Resources Researchers Use
  • The Art of Prospecting
  • The Math of Prospecting
  • Using Social Media
  • Valuation / Monetizing Research


Records Management

  • Anonymous Donors and Gifts
  • Applying Recognition Soft Credits
  • Business Rules for Core Data Elements
  • Challenge & Matching Grants
  • Constituent Coding
  • Data Policies (sharing constituent information within the organization)
  • Data Quality Management & Metrics
  • Defining "Solicitable" Constituents
  • Determining and Using a Cost of Fundraising Metric
  • Document Management
  • Donor Advised Funds vs. Donor Directed Funds vs. "Serving as Agents” Funds
  • FASB, VSE and CASE Campaign Accounting Standards
  • FERPA
  • Gift Agreements
  • Gift Fees
  • Gift Receipting
  • Gifts in Kind – Recording and Receipts
  • HIPAA for Fund Raisers
  • List of Compliance Standards – IRS, State, Financial Standards and Your Organization -- Rules, Policies
  • Managing Data Security Breach
  • Matching Gift Administration
  • Naming Conventions
  • PCI Compliance
  • Personally Indentified Information
  • Pledge Reminders
  • Pledge Write-off Standards
  • Practicing Good Data Management
  • Properly Recording Benefits Associated with Gifts (including auctions)
  • Recording Intentions to Give
  • Recording Research Grants
  • Recording and Tracking Planned Gifts
  • Stock Gift Dos & Don'ts


Industry Trends

  • Collecting Data on the Transfer of Wealth
  • Data Integration
  • E-Communications
  • Courting Constituents Online
  • Realities of Real-time Data
  • Social Networking & Online Communities
Community Search
Sign In


Forgot your password?

Haven't joined yet?

Calendar

4/23/2014
AASP/CASE: Gift Processing Workshop: Spring Session

4/24/2014
AASP/CASE: Alumni and Donor Records Workshop: Spring Session

5/7/2014
AASP/CASE: Institute for Senior Advancement Services Professionals

5/14/2014
Webinar: What Your Data Isn't Telling You: Using Predictive Analytics to Turn Data into ROI

7/8/2014
Webinar: Best Practices in Prospect Development: Prospect Research on a Shoestring

 

303 West Madison Street, Suite 2650
Chicago, Illinois 60606

Phone: 312.981.6798 | Fax: 312.265.2908 | E-mail: aaspadmin@advserv.org