Principal, Major, and Special Giving Programs: Berry College - Silver Medal
Best Practice Berry College set a campaign goal to add 172 new members to the Berry Heritage Society, a recognition society for those who make planned gift provisions in their will. As Berry entered the campaign's final year (FY 2005-06), 42 new members were needed to reach the goal. An initiative to overhaul the entire planned giving program was launched. The "Leave a Legacy" initiative resulted in comprehensive program improvements and 45 new Heritage Society members.

Stewardship: Carleton University - Bronze Medal
Best Practice In early 2006, Carleton University's Department of University Advancement was asked to develop a comprehensive stewardship plan for members of the Henry Marshall Tory Society. Existing stewardship efforts tended to be ad hoc and lacked the structure of a detailed program that could be repeated year after year. The resulting stewardship plan included a number of components through which the university’s most generous donors would be appropriately recognized for their support and provided the highest level of accountability.