Conducting a Successful Development Services Program

Preface.

Acknowledgements.

About the Authors.

PLANNING AND IMPLEMENTING YOUR DEVELOPMENT SERVICES PROGRAM.

Selecting and Building the Best Information Management Systems.

Selecting and Building Your Donor Database.

Choosing Technologies to Support Communication.

Learning More About Your Donors.

Establishing Your Research Infrastructure.

Conducting Prospect Research.

Managing Prospects Systematically.

Sustaining the Gift.

Stewarding Gifts: Mary M. Bonk, Kent E. Dove.

Stewarding Donors: Sarah C. Beggs, Kent E. Dove.

THE DEVELOPMENT SERVICES RESOURCE GUIDE.

Financial Report Forms.

Data Elements and Codes.

Information Services Project Log.

APRA Skills Sets: Basic, Advanced.

Positions Descriptions.

Research Request Forms.

Research Orientation Materials.

Vision and Mission Statements.

Research Department Procedures.

Statement of Ethics: APRA, CASE, NSFRE.

CASE Educational Partners Vendor List.

Estimating Net Worth.

Web-based Research.

Research Profile Formats.

Wall Street Terminology You Need To Know.

Corporate Filings.

Corporate Research Resources.

Nonprofit Key Word Search.

Useful Bookmarks for Doing On-line Research.

Prospect Management Protocols General Policy Moves Management Tracking Practices, Policies and Forms.

Rules Regarding Charitable Tax Deductions.

IRS Publications and Forms: IRS Form 8283, IRS Form 8282, IRS Form 8233, IRS Form 1099-Misc, IRS Form 1042, and Form 1042-S.

Gift Agreement Templates.

Gift Receipt Samples.

Corporate Matching Gift Company Listing.

Corporate Matching Gift Form.

Acknowledgement Letters.

Forty-seven Ways to Steward Donors.

Forms of Donor Recognition: Donor Wall, Donor Plaque, Named Facility, Named Natural Space, Seat Plate, Book Plate, Donor Tree, Donor Medallion, Personal Items, Donor Certificate.

Newsletters.

Media Coverage.

Honor Roll of Donors.

Event Calendar.

Special Event Invitations.

Donor Survey.