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Advancement Services

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CASE Europe: Ethical Principles Behind the Acceptance of Gifts
Best Practice CASE Europe staff developed these 10 principles in collaboration with the Ross Group and the 1994 Group of Development Directors in September 2011.

Stewardship: The Webb Schools - Bronze Award
Best Practice A goal of The Webb Schools' 2007 annual giving program was to do a better job of stewarding constituents in a creative and cost-effective way. Staff implemented two new online strategies: an e-newsletter for class agents that provided current news to share with classmates, and a flash movie for reunion classes. Staff also redesigned an existing holiday greeting to omit the solicitation and serve simply as a greeting and thank you. These three strategies spread goodwill among constituents, motivated class agents and increased annual giving totals. As of December 31, dollars raised and number of donors reached an all-time high.

Other Programs: Rollins College - Silver Medal
Best Practice The advancement services department at Rollins College is primarily responsible for the technical training of employees within the Division of Institutional Advancement. During the fall of 2006, staff saw an increased demand for SCT Banner and Nolij Web training and developed a Training on Demand program featuring custom Web videos.

Research Services: University of Colorado Foundation - Bronze Medal
Best Practice Staff of the University of Colorado Foundation conducted an audit of all projects to identify aspects of their work that could be automated. They spent a great deal of time producing "biographies" of current and prospective donors who attend athletic and other social events, which were used primarily by the university president and chancellors, the foundation president and their spouses who attend these events. Automating the biography function has exponentially benefited the organization and its fundraising operation.

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.

Donor Relations/Customer Service: University of California, Berkeley - Gold Medal
Best Practice Endowment financial reporting in the decentralized fundraising environment at the University of California, Berkeley, led to several business problems. The solution had three principal components: 1) the development of business practices for maintaining linkages between funds and people and for recording opt-out situations, 2) the formation of a multi-disciplinary team to develop a data model that would bring disparate data into one place, and 3) the decision to outsource the preparation and mailing of reports to a vendor with variable printing capabilities. It also had an overarching "mass-customization" philosophy that relied on using technology to tackle the issue of scale.

Donor Relations/Customer Service: Oakland University - Bronze Medal
Best Practice The goals and objectives of "The One Stop Endowment Shop" are to decrease the time necessary to obtain information on endowments and named funds, along with housing the data centrally so the entire university can take advantage of it for business purposes. The reporting tool was created to be user-friendly for the end-user who may not know much about creating reports or about relational databases.

Donor Relations/Customer Service: St. Edwards University - Bronze Medal
Best Practice An embodiment of university-wide collaboration, St. Edward’s Office of University Advancement’s Activity Reports contain meaningful financial and anecdotal information that is gleaned from a variety of sources. The Activity Reports are an important stewardship tool that provides donors with a comprehensive understanding of how their financial support specifically and positively impacts the entire St. Edward’s community.

Donor Relations/Customer Service: University of California, Irvine - Gold Medal
Best Practice With the idea that "Our best prospects are our well-stewarded previous donors," the UC Irvine Office of Stewardship created an automated Stewardship Planning and Checklist System. It ensures that major donors are being well-stewarded, and no donor is left behind.

Donor Relations/Customer Service: Tufts University - Silver Medal
Best Practice Tufts University's Office of Advancement Communications and Donor Relations created a new type of honor roll that would be a warm thank you for philanthropy and demonstrate the value of donor gifts. In making this decision, the team was following the sentiment of an emerging nationwide stewardship trend that providing information on the impact of giving is more valuable to donors than a published list of names.

Information Systems: McMaster University - Silver Medal
Best Practice When McMaster University decided to embark on its most ambitious fundraising campaign ever--a comprehensive campaign that would more than double the amount to be raised each year in 2006-2009--it needed to expand performance management and benchmarks for fundraisers beyond the number of completed visits. Stakeholders collaborated to create a Performance Management Report based on data in the institution's Advance C/S database.

Gift/Bio Administration, Compliance, and Ethics: University of Colorado Foundation - Bronze Medal
Best Practice The University of Colorado implemented electronic desktop deposit and electronic transmittal logging for staff processing gifts at multiple campuses and the foundation. The project resulted in improved donor satisfaction, increased operational efficiency and improved audit controls.

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.

Stewardship: University of California, Irvine - Silver Medal
Best Practice With the idea that "Our best prospects are our well-stewarded previous donors," the UC Irvine Office of Stewardship created an automated Stewardship Planning and Checklist System. It ensures that major donors are being well-stewarded, and no donor is left behind.

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