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Research Report

Impact Reporting Practices for Major Gift Donors

This brief examines the annual reporting process for major endowed funds. It describes report content and format, major gift and reporting thresholds, and stewardship staff structure.
Research Report

Dashboards of Marketing and Communications Output within University Advancement Units

This project examines the features of dashboards that demonstrate marketing and communications output to senior leadership within university advancement units. In particular, it addresses dashboard structure, content, design, and production…
Research Report

Trustee Recruitment and Engagement at Small, Private Liberal Arts Colleges

This brief profiles strategies to identify, recruit, and onboard trustees with institutional affinity and giving capacity. This brief also profiles strategies to communicate expectations for financial contributions and maintain trustee…
Advancement Advisory Services
Research Report

Strategic Staffing for Capital Campaigns

This report reveals findings from approximately forty conversations with advancement leaders across a range of institutions about staffing and capital campaigns.
Advancement Advisory Services
Tool

Simulation-Based Coaching Toolkit for Fundraisers

This toolkit is dedicated to assisting members in conducting a simulation-based coaching exercise with advancement staff.
Tool

Demonstrating Gift Impact

Use our gift impact infographic guide and an alumni event contact information worksheet to improve your giving operations.
Research Report

The Donor Investor Imperative Study

Download our study to learn how to strengthen relationships with today’s top donors by strategically engaging academic partners in advancement.
Advancement Advisory Services
Research Report

Making Meaning of Metrics

This study examines how institutions can enhance MGO performance management through the strategic application of metrics.
Advancement Advisory Services
Research Report

Reorienting Toward the Top

This study examines three steps to engage and solicit parent prospects to ensure a high-impact fundraising approach.
Tool

Optimizing the Campaign Pipeline

This study explores strategies to cultivate mid-level donors and advance them up the giving pipeline.