Campaign Office Manager Manual
The PDF files below follow the sections of the Campaign Office Manager’s Handbook. Refer to the Table of Contents or the hardcopy to find the section you need.
Some documents found in the Handbook are in hardcopy format only and will not be found.
Religious Campaign Documents
Theology of a Campaign for Religious Organizations
Church Financial Questionnaire
True Costs of a Church Campaign – 1st Version
True Costs of a Church Campaign – 2nd Version
Case Statement – Episcopal Church ($1.1 Million Goal)
Named Gift Opportunities for an Episcopal Campaign
Pledge Card (In Publisher)
Newsletter Article – Religious Campaign (Campaign Article for a Church Newsletter Articulating Two Approaches To Giving. Written by LGM in September 2009 for St. Paul’s Cathedral)
Congregational Letter – SPC (Letter Sent During Community or Congregational Phase of a Church Campaign)
Awareness Event – Prayer Sample (Prayer Used for Awareness Events. Developed at St. Paul’s Cathedral 2009)
Gift Policy – Transfer of Securities Sample (Procedures for Transferring Securities to a Campaign. Developed for St. Paul’s Cathedral in 2008)
Church Manual in PDF
Miscellaneous Resources
Ten Vital Roles of the Board During a Capital Campaign
Education
Board Assessment Questionnaire Assessment for Evaluating Board Effectiveness
Pro Formas
DO NOT USE Unless Headings, Actual Numbers, Etc. Are Changed!
Pro Forma – Museum Five Year Template – Operating Budget
Pro Forma Membership Analysis – YMCA Membership Projections for KFY – June 2008.
Fund Raising in Challenging Economic Times
Women Playing Prominent Role in Philanthropy (Article on a Study by the Fidelity Charitable Gift Fund – May 2009)
Prospect Research – NP Times (Article on Prospect Research in This Economy. Published in the Non-Profit Times in May 2009)
Article – "Volunteer Waning in Recession" (Published in New York Times – August 27, 2009)
Article – "Charitable Giving in Down Times" – Charitable Lead Trusts and Charitable Remainder Trusts Discusses Charitable Lead and Charitable Remainder Trusts. Published by the Planned Giving Design Center – June 24, 2009
Capital Campaigns During Challenging Economic Times (Published in Accent in Summer 2008)
Fund Raising in Challenging Economic Times – By RDD
The Economy and Giving in Economic Downturns – Published by Giving USA 2008
Giving In Hard Times: A Guide for Cultural Organizations – Article Published by Arts Consulting Group – October 2008
General Information on Philanthropy and Fundraising
Donor Pyramid (in Four – Dimensional Format. View in MS Word Using Print Layout)
Giving USA – Stats 2006 (Stats on Charitable Giving – By Recipient Type and Donor Type – for 2006)
Giving USA 2006 Report on 2005 Data (PowerPoint Presentation)
Giving USA Overall Trends 2003 Information Comparing Regional Giving Throughout United States
Giving Circles – Research Report (Giving Circles and the New Philanthropic Environment – Presented at the AFP Conference in Dallas in April 2007)
Fund-Raising Reading List – Bibliography (Organized by Category. Published by The Center of Philanthropy’s Fundraising School)
Fund-Raising Glossary Dictionary of Common Fund-raising Terms – Provided by AFP
Achieving Donor Loyalty – Antecedents of Commitment Donor Relationship Factors. Graphic Shared by Anne Peyton at 3/21/08 Demont Retreat – From AFP International Conference 2007. View in Print Layout Mode
Statistics, Charts, and News Items
"Where are We Going?" Giving USA – 5.7% Drop in Giving in 2008. Published by Changing our World in onPhilanthropy. June 12, 2009
"52% of Donors Plan No Decrease in Giving in 2009" Published by the Chronicle of Philanthropy on March 13, 2009
"A Charitable Divide" – Published in Chronicle of Philanthropy on January 7, 2008 Charts at the End of Article Showing Distribution of Gifts By Organizational Sector and Size of Gift. Discusses the Rich are Getting Richer (Colleges, Universities) while those serving Families and the Poor Fall Behind
Online Fundraising Best Practices - Article 07.16.2010
Six Types of Wealthy Donors from Advancing Philanthropy, April 2010
Conference Presentations
Strategic Fund-Raising: It’s Not About You By RDD and PDC for the Boys & Girls Club of America Northeast Regional Leadership Conference in November 2008
Bottling the Passion – Crafting An Effective Case Statemen Outline – By PDC for a MANP Workshop in June 2007
Bottling the Passion – Crafting An Effective Case Statement By PDC for a MANP Workshop in June 2007
Board’s Role in Fund Raising By RDD and PDC for ACANE in June 2007
A Capital Idea: But Are You Ready to Launch a Capital Campaign? By LGM for Lamoille Valley Rail Trail Committee in September 2007
Creating a Development Plan: Roadmap to Successful Fundraising By LGM for CONFR in June 2007
It’s All About Relationships: Simple Steps for Strengthening Your Fundraising By LGM for Giving Monadnock in September 2007
Divide & Conquer: How a Development Officer and a Consultant Worked Together By LGM for NEAHP in March 2008
Development Writing: Writing, Marketing, and Branding By Mark Drozdowski at Demont Retreat in June 2007
The Theology of Stewardship – Diocese of Vermont For Background Info Only. Insight Into the Approach Used by Episcopalians. Presentation Attended by LGM
Top Ten List – Solicitations, Major Gifts, Volunteers List of Top Ten – Solicitation Steps, Reasons Prospects Say No, and Why Volunteers Lose Interest. For MANP. View in Print Layout Mode
Donor Pyramid – 4 Dimensional – In Color Four Dimensional Donor Pyramid in Color
Financial Planning – Process
The Financial Planning Process (Originally Prepared by Mary Alice Bird. Outlines the Basic Process, Guidelines for Completing the Worksheets and for Client Interviews)
Financial Planning Timeline – Schedule of Events (Sample Timeline – Schedule of Events for a Cultural Client)
Financial Planning Versus Feasibility Study (A Document Outlining Demont’s Financial Planning Service Versus Feasibility Study Service. Prepared for a Cultural Client)
YMCA – Research Documents
NOTE: Do not share research information outside of Demont Associates!
Report on YMCA Feasibility Studies and Campaigns (2005 Demont Report on 60 YMCAs – Presented to NAYDO Conference in Baltimore on June 3, 2005)
Property Values – New YMCAs (Research and Raw Data on Property Values for New YMCAs by the National YMCA)
YMCA Collaborations with Developers (Series of Articles and Surveys by National YMCA Research and Planning Office – March 2005)
ProForma with Membership Data (ProForma in PPT Developed for KFY. Includes Membership Stats for Some Newly Constructed Y’s)
Proforma Membership Analysis – YMCA (Membership Projections for KFY – June 2008. DO NOT USE Unless Headings, Actual Numbers, Etc. Are Changed)
ProForma Research – New England YMCAs (Membership Growth Research on Five Newly Constructed New England YMCAs)
Pools – Considerations (Notes on What to Consider for New Pools for YMCA’s)
Cash Flow Projection – Budget Overview (Budget Snapshot – Cash Flow Projection for KFY. Sample – Background Info Purposes Only)
Impact Comparison of New YMCA’s (Comparison of the Impact of YMCA’s in the Region – for KFY. For Background Info Purposes Only)
YMCA – Campaign Documents
Refer to the Campaign Materials section for more campaign templates and documents.
YMCA Logo (In Word and as a GIF File)
TimeLine – Building Committee (Site Plan TimeLine for Committee to Arrive at Site Decision)
Campaign Plan – YMCA (SSY)
Campaign Plan – Conflict of Interest Statement
Donor Recognition Policy (Campaign Plan Policy as an Appendix to Campaign Plan)
Volunteer Manual – YMCA (SSY)
Question and Answer Piece – YMCA (NYCY)
Star Chart – SOG (with YMCA Logo)
Invitation – Awareness Event (For Avery Card Size 5.5 x 4.25: View in Print Layout Mode)
YMCA – Hospital Collaboration Campaign Gift Proposal (Background Information for a Local Hospital Solicitation. Outlines Hospital – Y Collaborations)
Campaign Logo – YMCA Campaign (Logo in Word for Sanford-Springvale YMCA)
Campaign Logo – YMCA Campaign (Logo in Word – Keene Family YMCA)
Groundbreaking Celebration – Invitation
CM – Awareness Program
Awareness Committee Job Descriptions – Job Descriptions of Awareness Committee Chair(s) and Members
Awareness Plan – Plan for Awareness and Events Program (includes: timetables, definition)
Awareness Timetable – Timetable for Awareness Program
Awareness Plan – Overview of All Info for Awareness Hosts (agenda examples, location, food/drink, reinvitation policies, etc.) Includes Sample Invite Text – Youth Campaign
Awareness Plan Document – Overviewing all Information for Awareness Hosts (agenda examples, location, food/drink, reinvitation policies, etc.) – Health Campaign
Awareness Checklist – Items Needed & General Information Regarding an Awareness Event
Awareness Event Script – Awareness Event Script/Agenda – Story of a Patient for a Health Campaign
Invitation – Awareness Event – Awareness Event Invitation – For Avery Card Size 5.5 x 4.25: View in Print Layout Mode
Awareness Event – Invite Tracking List – Sample Invitation Tracking List in Excel
Job Description – Special Events Committee – Job Description for Special Events Committee or Kick Off Planning Committee
Kick-Off – Sample Script – Sample Script for a Kick Off Celebration-Draft of Remarks
CM – Basic Documents (New Associates)
Pledge-Report – sample (Excel)
Campaign Database Assessment Check List
CHECK LIST New Associate Basic Report File
Project Priorities
SRP Organizational Chart
SMMC Time Line Gantt Chart
OZ Timeline (Word chart)
Supervisory Reg Program Report Narrative
Supervisory Reg Report Stats
SJH Division Targets
OZ SOG (Star Chart)
Project Analysis
Volunteer Manual TOC
Volunteer Manual (sample)
OZ – Pledge form & payment (chart)
Ways-of-Giving (sample)
Sample Named Gift Opportunities
Prospect Review Guidelines (RDD)
Prospect Status Report (Word)
Audit Pledge Payment (Excel)
CM – Campaign Analysis
Campaign Analysis of Prospects and Gifts
Campaign Analysis – Quarterly Division Targets (Sample Analysis For Establishing Quarterly Division Targets)
Campaign Analysis – Presentation (PowerPoint)
CM – Campaign Database Software and Templates (FMP)
Campaign Database Assessment Check List
Understanding Donor Management Software (Article on What to Think About When Choosing Software)
Why FileMaker? (Explanation to Client for FileMaker Pro & Templates)
FileMaker Pro Campaign Templates – Version 8 (Most Recent Version of FMP Templates – Work in Versions 7, 8, and 8.5. Updated 04-16-07)
FileMaker Pro – Audit Report Instructions (Using audit reports in FMP version 8+)
FileMaker Pro – OLD Version Templates (Only use for FMP version 6 or lower)
FileMaker Pro – Campaign Template Guide (Instructions for using Demont campaign templates in FileMaker Pro)
CM – Campaign Office (Materials & COM)
Campaign Office Manager Job Description
Campaign Office Manager Guidelines (Timeline of tasks for a typical 8-month community-type campaign)
Campaign Office Supplies (List of supplies used in typical campaign office)
File Naming Conventions/ File Directory Organization (Demont guidelines for file acronyms/naming guidelines for campaign office and Demont files)
Campaign Notebooks – Organization (Suggestions for organization/list of tabs for campaign notebooks/binders for the campaign cabinet, counsel, and volunteers)
CM – Campaign Organization (Charts, Timelines, Action Memo, Flow Chart, Campaign Structure)
Action Memo (Internal)
(Typically used for meeting follow-up, for key tasks for campaign directors and staff)
Organizational Chart – Education
(One-page visual campaign organizational chart w/ info on soliciting divisions, goals, and timeline)
Organizational Chart – Religious
(One-page visual chart for campaign organization, including soliciting divisions, goals, timetable)
Organizational Chart – Health
(One-page chart covering campaign soliciting divisions, goals, timeline)
Organizational Chart – Cultural
(One-page visual campaign organizational chart w/ info on soliciting divisions, goals, and timeline)
Organizational Chart – Youth
(One-page chart for campaign divisions and timelines (youth campaign))
Timeline – Religious Campaign (Organized by Task)
Timeline – Youth Campaign
(Organized by Month with Party Responsible Listed)
Campaign Timetable – Color (Visual Color Timetable Template – Snapshot of Divisions)
Campaign Timeline in Excel (Incorporates All Divisions)
Action Memo – Education Campaign Sample
CM – Campaign Plans and Policies
Campaign Plan – Youth (Keewaydin Foundation)
Campaign Plan – Community Service/Youth (Center for Grieving Children)
Campaign Plan – Youth (Sanford Springvale YMCA)
Campaign Plan – Health Care (Franklin Medical Center)
Campaign Plan – Religious (St. Raphael’s Parish)
Campaign Plan – Education (University of Maine School of Law)
Campaign Plan – Cultural (Canterbury Shaker Village)
Campaign Plan – Cultural (The Music Hall)
Campaign Plan – Environmental (Green Mountain Club)
Campaign Policy – Standard Campaign Policies – Included in Campaign Plan (Youth campaign)
Campaign Policy – Conflict of Interest Statement (Sample added to campaign policies for a YMCA campaign)
Conflict of Interest Policy (Hospital)
Uncollected Pledges – Rate of Unpaid Pledges During Campaigns – Demont Position
CM – Campaign Reports
Supervisor Regular Progress Report – Narrative Form (Narrative monthly report sent to campaign supervisor)
Supervisor Regular Report – Campaign Statistics
Campaign Director Report – Monthly Report Sent to Client – Sample
Campaign Progress Report (Sample for an educational client)
Campaign Reports – Overview – READ FIRST (An overview of prospect, pledge, and payment reports needed on a campaign)
Campaign Reports – Database Fields and Reports
Campaign Reports – Reports Needed (Samples of the prospect, pledge, and payment reports needed on a campaign)
Campaign Reports – Prospect Status Report Sample
Campaign Reports – Pledge Audit Report Sample in Word
Campaign Reports – Payment Audit Report Sample in Word
Campaign Reports – Pledge Report Sample in Excel
Campaign Reports – Payment Audit Report Sample in Excel
Campaign Reports – Cash Flow Reports An Explanation
Campaign Reports – Pledge Report for Key Leaders Sample
CM – Case Statements
Case Statements vs. Statement of Needs Comparison
Priorities for the Allocation of Campaign Funds
Case Statement – Youth Case Statement – Youth (Boys & Girls Clubs of Greater Portland – BGP)
Case Statement – Health Case Statement – Health Care (Southern Maine Medical Center – SMMC)
Case Statement – Health Case Statement – Health (Vermont Hospital-FAHC)
Case Statement – Cultural Case Statement – Cultural (New Hampshire Museum – CSV)
Case Statement — Education Case Statement – Education (Massachusetts College – WSC)
Case Statement — Religious Case Statement – Religious (Maine Episcopal Church – SAE)
CM – Communications/Public Relations
Communications Plan
(For all Campaign Family, Donor, and Public Relations During the Campaign. Includes Timeline for Major Phases of Campaign Communications)
FAQs Document – Pen Bay Healthcare Foundation
Name That Campaign III
Campaign Slogans – Demont Campaigns
Campaign Bulletin – Staff – Advance Gifts Division Newsletter
Campaign Bulletin Sample: Monthly or Bi-Monthly Bulletin to Send to Campaign "Family," and All Donors and Volunteers (Education Sample)
News Release News Release Document Sent to Media Outlets (and Others) at Campaign Kick-Off
Campaign Logo – Wildwood Foundation
Campaign Logo – Hyde School Campaign Logo
Campaign Logo – Tilton School Campaign
Campaign Logo – Bridgton Academy
Campaign Logo – Keene Family YMCA Campaign
CM – Community Gifts Division
Honoree Invitation Letter
General Invitation Letter
CM – Demont Documents & Misc.
Campaign Staffing Form Template
25 Ways to Instill Urgency in a Campaign
Hospital Campaign Family Goals RDD tips
CM – Donor Packet Materials
Pledge Card – Letter Format (Showing Payment Breakdown Options) – Religious
Pledge Card for Donor to Sign
Letter of Intent Sample (Matching Gift from Bank)
Letter of Intent (Donor Who Can’t or Won’t Sign Pledge Card)
Deferred Pledge Agreement (sample)
Donor Advised Funds
(Pledge Restrictions Why Donor Advised Funds Can’t Be Treated As Pledges. Information from Peter Lamb, New HampshireCommunity Foundation. Includes Sample Language for a Letter of Intent)
LOI – Donor Advised Funds Letter of Intent
Prospect Solicitation
(Letters Sample Solicitation Letter, from Chair and CEO, to Leave AFTER the Ask is Made. Also Includes Sample Thank You Letter from Solicitor)
Q&A Document (YMCA Campaign)
Fact Sheet – 1-2 Page Statement of Most Urgent Points Taken from Case for Support (YMCA)
Pledge Payment Schedule (Showing Accumulations Over a Five Year Pledge Cycle)
Named/Memorial Gift Opportunities (Religious Campaign)
Ways of Giving Describes the Many Different Methods for Contributing to a Capital Campaign
Tax Advantages of Giving worksheet
Advantages to Giving Appreciated Stock
Tax Advantages to Giving – MA Campaign General Information on the Tax Benefits of Giving. Developed for a MA Campaign
Tax Advantages to Giving – Charts – ME Campaign Charts Breaking Down Tax Benefits to Giving – 6 Year Pledge Period. Developed for a ME Organization
CM – Donor Recognition
Policy – Named Gift Opportunties – Motions for Approval by Board Policies for Campaign Donor Recognition. Memo to CEO and DOD on Motions for Approval by Board
Donor Recognition Policy – Policies for Donor Recognition, Stewardship, Plaques, Wording. Adopted by Board and Cabinet – Hospital Campaign
Donor Recognition Policy – Campaign Plan Sample Donor Recognition Policy – Included in Campaign Plan
Donor Recognition – Signage Plan Donor Signage Plan – Plaques, Locations, Wording – Hospital Campaign
CM – Employee/Staff Campaign
Staff Campaign Plan – Hospital Staff Campaign Plan – Hospital
Advance Gift Plan for Staff – Education
Q & A for Employees – Hospital
Staff Campaign – Volunteer Orientation – Agenda – Hospital
Pledge Payment Plan – Employee Campaign Breakdown of Pledge Payments Over Five Years – Hospital
Employee Steering Committee – Job Description Job Description for Employee Campaign Volunteers – Hospital
Employee – Staff Campaign Plan – Hospital
Q & A – Staff Campaign – Hospital
Solicitation Talking Points – Solicitation Guidelines for Staff Campaign Volunteers
Ways of Giving for Employee Campaign
Payroll Deduction Chart Generic – Payroll Deduction Chart for Pledge Payments
Meeting Agenda – Staff Campaign Agenda (and Talking Points) for Employee/Staff Campaign Informational Meeting
Job Description – Employee Campaign for Employee/Staff Campaign Committee
Staff Campaign Timetable (within Advance Gifts Division)
Staff Campaign Plan (within Advance Gifts Division)
Q&A for Staff Campaign – Education
Staff Campaign – Update Flyer and Communication Piece Newsletter/Mailbox Stuffer – Educational Client
CM – Financial Management
Financial Management Procedures – Demont Guidelines Overall Guidelines for Gift and Pledge Processing and Auditing Procedures
Financial Management Procedures Additional Information on the Pledge and Gift Management and Audit Procedures
Financial Management Procedures – Sample Memo on Pledge Processing Procedures – Youth
Financial Management Procedures – Sample Pledge Processing Memo – Community
Financial Management Procedures – Transfer of Securities Sample Procedure for the Transfer of Securities to a Campaign. Developed for St. Paul’s Cathedral in 2008.
Stock Gifts – Valuation An Example of How to Calculate the Value of a Gift of Stock
Uncollected Pledges – Rate of Unpaid Pledges Rate of Unpaid Pledges During Campaigns – Demont Position
Donor Advised Funds – Pledge Restrictions Why Donor Advised Funds Can’t Be Treated as Pledges. Information from Peter Lamb of the New Hampshire Charitable Foundation. Includes Sample Language for a Letter of Intent
LOI – Donor Advised Funds Letter of Intent – with Donor Advised Fund Language
Retirement Accounts – Campaign Credit Information Regarding Counting Retirement Accounts in a Campaign
Post Campaign Collections Strategies Advice on Strategies for Lapsed Pledges
Thank You Letter Pledge to CEO
Thank You Letter Pledge to Employee Campaign Committee Member
Campaign Projections – Actual versus Projected Amount Raised Worksheet Sample for Showing Actual versus Projected Amount Raised
Operational Projections – Template for Tracking Annual Projections Template for Tracking Annual Operational Projections
Campaign Projections – Endowment and Restricted Campaign Funds Sample Report of Projecting Endowment or Restricted Campaign Funds
Campaign Projections – Cash Flow from Campaign Sample Report Showing Cash Flow Projected from Campaign
Campaign Report – Yield Analysis Worksheet Sample for Tracking Yield on Pledges (Pledge/Evaluation)
Acknowledgement Letter for a Gift of Stock Sample Language
Payment Reminder Notice – Template Pledge Balance Statement
Operating Projections – Five Year Plan – Cultural Organization
Payment Plan – Five Year Campaign Pledge
Audit Worksheet Template: Tracks pledges and payment projections. Campaign Office Manager maintains monthly and for each pledge
Pledge Acknowledgment Letter Template: Letter sent to donors upon receipt of pledge
Payment Acknowledgment Letter Template: Letter sent to donor upon receipt of payment (after pledge has been made)
Monthly Budget Sheet Template: One-page excel sheet that summarizes campaign expenses in any one month
Budget Sheet Detail Template: Budget sheet that details each campaign expenditure with category, description, payee, and date.
Thank You Letter – Sample General Pledge Thank Letter Sent from CEO – Hospital
Pledge Acknowledgement Letter – Sample – Outlines Terms of Pledge – Hospital
Thank You Letter – Sample – Sent from Campaign Co-Chair – Community
Prospect Solicitation – Letters Sample Solicitation Letter, from Chair and CEO, to Leave AFTER the Ask is Made. Also Includes Sample Thank You Letter from Solicitor
CM – Foundations/Grants
Look under "Helpful Websites" for Access to Guidestar and The Foundation Directory
Top Foundations – Maine – 2006 Top Foundations Giving to Maine in 2006
Top Foundations – Vermont – 2006 Top Foundations Giving to Vermont in 2006
Top Foundations – New Hampshire – 2006 Top Foundations Giving to New Hampshire in 2006
Top Foundations – Massachusetts – 2006 Top Foundations Giving to Massachusetts in 2006
Top Foundations – Connecticut – 2006 Top Foundations Giving to Connecticut in 2006
Top Foundations – Rhode Island – 2006 Top Foundations Giving to Rhode Island in 2006
Top Foundations – New York – 2006 Top Foundations Giving to New York in 2006
Foundation Resources – Catholic Institutions – VERMONT Article about Mergen’s Foundation, Which Gives Primarily to Catholic Organizations in Vermont
Foundation Matrix – Environment List of Foundations Giving to Environmental Causes in Northern New England
Foundation Matrix – Health Care List of Foundations Giving to Health Care/Hospital Causes in Northern New England
Foundation Matrix – Arts/Culture List of Foundations Giving to Arts/Cultural Causes in Northern New England
Foundation Matrix – Education List of Foundations Giving to Educational Causes in Northern New England
Foundation Matrix – Youth List of Foundations Giving to Youth Causes in Northern New England
Foundation Matrix – Religious List of Foundations Giving to Religious Causes in Northern New England
Foundation Proposal – Daveis Fund (ME) – BGP Proposal for a 2001 Community Campaign
Corporate Proposal – Fleet Bank – SBG Proposal for a 2001 Community Campaign
Corporate Proposal – First Essex Bank – SBG Proposal for a 2003 Community Community
Corporate Proposal – Tom’s of Maine – SSY Proposal for 2006 Community Campaign. Yielded $50,000 for the Campaign
Foundation Proposal – Sukeforth Foundation (ME) – SSY Proposal for 2006 Community Campaign. Yielded $150,000 for the Campaign
Kresge Proposal – Narrative – KVY Kresge Proposal – Narrative Section – 2006 Community Campaign
Kresge – Remarks by New President Remarks Made by Rip Rapson on July 12, 2007 about Changes to Kresge Grants
CM – Gift Acceptance Policies
Gift Acceptance Policy Institutional Wide – Franklin Medical Center
Gift Acceptance Policy – Institutional Wide – Keewaydin Foundation
Donor Advised Funds – Pledge Restrictions Explanation of How Donor Advised Funds Cannot be used for Pledges
CM – Job Descriptions
Board of Trustees – Campaign Role
Executive Director – Campaign Role
Ad Hoc Campaign Steering Committee
Honorary Chair
Executive Committee
Major Gifts Committee
Community Gifts
Employee Campaign Steering Committee
Awareness Committee
Collections Committee
CM – Phonothon
Phonothon Manual Cover – TOC Cover and Table of Contents for the Phonothon Manual
Phonothon Manual Phonothon Manual Reordered and Numbered
Call Pointers Guide for Volunteer Callers
Caller Sheet Template for: Prospect Information, Giving Details, Specified Pledge Form, & Call History
Unspecified Pledge Form – Mailed For Unspecified Pledges
Who What When Where Memo – Reminder Memo Sent to Event Volunteers
Calling Session Event Outline Guide for Set-Up to Take Down of a Calling Session
Report Form Statistical Analysis of Calling Session Results
Script General Guide for Volunteer Callers to Follow
Timetable Date Planner for Organization of Tasks
Volunteer Information Excel Spreadsheet to Track Basic Contact Info About Volunteers
CM – Planned Giving
Article – "Charitable Giving in Down Times" – Charitable Lead Trusts and Charitable Remainder Trusts Discusses Charitable Lead and Charitable Remainder Trusts. Published by the Planned Giving Design Center – June 24, 2009
Planned Giving – Calculating Present Value of a Bequest Worksheet for Determining Present Value – Enter Amount of Bequest and Discount Rate and This Calculates the Present Value. Approved by Tom Smith and Used at SPC.
PG Calculator – Present and Future Value of Bequests Calculator Created in Excel by Tom Smith. Use for Determining the Future Value of Bequests.
Planned Giving – Basics to Sophisticated Presentation on Planned Giving for Island Institute
Planned Giving in Capital Campaigns Article
Deferred Pledge Agreement (sample)
Contract to Make a Will – Sample
Retirement Accounts – Campaign Credit Information Regarding Counting Retirement Accounts in a Campaign
Charitable Gift Annuity – Sample Charts Two Scenarios for a Charitable Gift Annuity
Link: Episcopal Foundation Website Link: www.episcopalfoundation.org (Good Resource for Planned Giving and Fundraising for Episcopal Churches)
Vermont Community Foundation as Your Planned Giving Partner – Brief Explanation of Planned Giving Options through VCF
Planned Gift Partnerships through Vermont Community Foundation – A Brief Explanation of Planned Gift Partnerships through VCF
Charitable Gift Annuities through Vermont Community Foundation Q & A on Gift Annunities Serviced by VCF
Charitable Gift Annuities – Active Partner List – Vermont Community Foundation List of Active CGA Partners at VCF
CM – Project Planning
TimeLine – Building Committee – Site Plan TimeLine for Committee to Arrive at Site Decision
Allocation of Campaign Funds (Priorities)
CM – Prospect Review, Research, and Strategies
Prospect Review – Committee Memo Instructional Memo for Distribution to the Prospect Review committee
Prospect Review – Meeting Guidelines Tips for Running Effective Prospect Review Meetings
Family Gifts – Approaching Families for Campaign Gifts – Some Thoughts on the Pros and Cons of Family Gifts – By PDC
Prospect Research – Introduction Introduction to Prospect Research on Campaigns
Prospect Research – Websites – Cheat Sheet 2010 – List of FREE Prospect Research Websites – Updated June 2010
Prospect Research – Research Form Electronic Research Form – Checklist. Links to Websites with Room to Track Information Found. Good for COM
Prospect Research – Websites Comprehensive List of Websites Resources for Research
Prospect Research – Wealth Engine Policy and Instructions
Prospect Research – Wealth Engine – WebService User Guide Wealth Engine – WebService User Guide
Prospect Research – Wealth Engine – Estimating Cost Brief Overview of WE Service and Estimating Cost
Prospect Research – Wealth Engine WE Overview and Implementation Summary
Prospect Research – Wealth Engine – Test and Input File Specifications
Prospect Solicitation Strategy – Visit Outline
Prospect Solicitation Strategy – Example 2
Prospect Solicitation – Strategy, Profile, and Call Report
Prospect Solicitation Visit Strategy and Profile Sample Solicitation Plan – Demont Retreat June 2008
Prospect Research – Profile Sample
Prospect Solicitation – Volunteer Report Form – Post Visit
Prospect Solicitation – Cultivation Activities (Moves)
Prospect Research – Electronic Screening Firms Overview of Some Electronic Screening Research Companies
Guide to Prospect Research – Kihlstedt Book Summary A Summary of the Prospect Research Chapter in Capital Campaigns: Strategies that Work by Andrea Kihlstedt
Prospect Research – Guidestar and 990 Forms Guide to Reading 990 Forms and Using Guidestar
Prospect Research – Research Math The Art of Research Math – Using Proxy Statements, Salary Indicators, Real Estate
CM – Standards of Giving (SOG)
SOG – Guidelines SOG, Formulas
Star Chart with Names (Type Name of Donor on One Worksheet and Linked Star Chart Will Automatically Fill In To Acknowledge Gift)
Star Chart – Religious Manually Insert Graphic on SOG Chart to Acknowledge Gifts Obtained
Star Chart – Education (Professionally Done) (For Use with Faculty and Staff, and Is Designed to Indicate That The Minimum Campaign Goal is $7M, But That in This Quiet Phase, Campaign is Aiming for $9M)
SOG – Religious Chart – 1.5M Goal
SOG – Religious Chart – 1.7M Goal
SOG – Religious Chart – 3M Goal
SOG – Religious Chart – 3.5M Goal
SOG – Education Chart – 3.25M Goal
SOG – Education Chart – 4M Goal
SOG – Education Chart – 6M Goal
SOG & Star Chart – Education Chart – 7M Goal
SOG – Youth Chart – 3.5M & 4M Progress Bar
SOG – Youth Chart – 5M Goal
SOG – Youth Chart – 8M Goal
SOG – Health Chart – 5M Goal
SOG – Health Chart – 14M Goal
SOG – Health Chart – 30M Goal
SOG – Cultural Chart – 6.5M Goal
SOG – Cultural Chart – 9.25M Goal
SOG – Enviro-Cultural Chart – 5M Goal
SOG Chart – 9M Goal
SOG Chart – 10M Goal
CM – Supervision
Note: See Campaign Progress Reports section for required Demont reports.
Campaign Database Assessment Check List – Guide for Initial Review of Organization’s Database at Beginning of Campaign
CM – Tax Information
Tax Deductions for Vehicles – Information on Deducting Charitable Contributions of Qualified Vehicles
Calculating Depreciation – May Be Helpful in Developing Pro Formas/Budgets
Tax Advantages to Giving – Charts – NH
Tax Advantages to Giving – NH Campaign General
Tax Advantages to Giving – Charts – ME – Developed for a ME Organization
Tax Advantages to Giving – MA – Developed for a MA Campaign
CM – Transition Materials
Transition Report Checklist Checklist for Preparing Transition Reports – Updated 04-16-07
Transition Stats – Overview Report Required Report: Overview Report of Campaign Statistics. One Version for Client. Other Version for Demont Office
Transition Stats – Spreadsheet Required Report: Overall Campaign Stats in Excel. Send Electronic Version to DWHQ. Do Not Include Spreadsheet in Client’s Version of the Report
Transition Report – Table of Contents A TOC with List of Appendices for a Transition Report – Health Care/Hospital Campaign
Transition Report – Table of Contents Table of Contents for Transition Notebook – Youth/Boys & Girls Club Campaign
Transmittal Letter – Health Care Campaign Transmittal Letter – Transition Report Cover Letter for a Health Care/Hospital Campaign
Transmittal Letter – Religious Campaign Transmittal Letter – Transition Report Cover Letter for a Religious Campaign
Transmittal Letter – Youth Campaign Transmittal Letter – Transition Report Cover Letter a Youth Campaign
Transmittal Letter – Cultural Campaign Transmittal Letter – Transition Report Cover Letter for a Cultural/Museum Campaign
Status Report and Continuing Campaign Plan – Cultural Campaign Summary, Ongoing Plan, and Recommendations for a Cultural/Museum Campaign
Status Report and Continuing Campaign Plan – Youth Campaign Summary, Ongoing Campaign Plan, and Recommendations for a Youth/Boys & Girls Club Campaign
Status Report and Continuing Campaign Plan – Health Care Summary, Ongoing Campaign Plan, and Recommendations for a Health Care/Hospital Campaign
CM – Volunteer Training
Agenda – Volunteer Training Agenda for a 60 Minute Training Session
Training Agenda Template – Agenda for Volunteer Training
Volunteer Training Outline Sample
Volunteer Training Manual – TEMPLATE VERSION Generic Template for Training Manual. Insert Organization Name and Pertinent Details
Volunteer Training Manual – Youth Sample Manual Used to Train Volunteers for a Youth Campaign (SSY)
Volunteer Training Manual – Youth/Community Sample Volunteer Training Manual for Youth/Community Campaign (BRY)
Volunteer Training Manual – Youth/Cultural Sample Manual Used to Train Volunteers for a Youth/Cultural Campaign (KIF)
Volunteer Training Manual – Cultural Sample Volunteer Training Manual for a Cultural Campaign (MH)
Training Presentation – Health Powerpoint Presentation Used During Volunteer Training For Health Campaign (SAH)
Training Presentation – Cultural Powerpoint Presentation Used During Volunteer Training For Cultural Campaign (MII)
Training Presentation – Youth/Cultural Powerpoint Presentation Used During Volunteer Training For Youth Campaign (KIF)
Tips for Engaging Volunteers Tips for Leaders of Training Sessions
Active Listening Skills for Tough Questions An Outline of Difficult Questions During Solicitations and How To Use Active Listening Skills To Respond
Q&A for Solicitation Visits Volunteer Training: Six Scenarios for Discussion Group Activity During Volunteer Training Outlining Possible Scenarios During Solicitation Visits
Roleplay Exercise Roleplaying Exercises for Volunteer Training (Outlines Many Scenarios)
Outline of a Visit – Health Sample Outline of a Solicitation Visit for Volunteer Training (SMMC)
Outline of a Visit – TEMPLATE VERSION Outline of a Solicitation Visit Given to Solicitors to Include Campaign-Specific Info. and Details on Making the Ask
Fundraising Tactics Outlines Yields Based on Various Tactics Used
Law of Few Presentation Notes from the Presentation on the Novel, The Tipping Point, by Malcolm Gladwell
Seven Faces of Philanthropy Handout for Training About Why People Give. 7 Categories of Donors.
Volunteer Update Electronic Newsletter Sample Monthly or Bi-Monthly Newsletter Sent to Volunteers for Campaign Updates
Prospect Cultivation Activities (Moves) Sample Outline of Tasks/Activities Used for Prospect Cultivation
Solicitation Follow-up Form Sample Form Volunteer Solicitors Should Complete Following Visits
Dan Osgood
Dan Osgood began his career as a radio copywriter while in school at Columbia College in Chicago, where he majored in film production and received his BA in 1972.
In the early 70’s he returned home to Maine, worked briefly at a Bangor Ad Agency and WVII-TV.
In 1977 Dan founded VP Films. In 1983 he moved the company to Portland, developed it into a highly respected company, and directed hundreds of commercials and television programs. In 1993 he sold the company and continued on as senior producer/director. Today he’s a freelance writer, producer and director.
His recent works include programs, commercials & PSAs for:
• Partnership for a Tobacco-Free Maine
• Dirigo Health
• Maine’s Office of Energy Efficiency
• Husson College
• Emanuel College
• The Maine Coalition to End Domestic Violence
• UNUM Provident
• MEMIC
• AmericaSpeaks
IF – HR Documents (Employees & Contractors)
Demont Staff List (updated 03/03/10)
Strategic Counsel Guidelines (Prepared by MAB in March 2007)
Voicemail Instructions for Demont Phone System
Expense Report Template - July 2006 (Excel Document)
Service Days – Reimbursed Expenses Policy (by MAB)
Associate Goals Checklist
2008 Goal Template – DWHQ Employee
2008 Goal Template – Consulting Employee
Demont Matching Gifts - Form and Policy
IF – Demont Retreats
Marketing C’s – What Clients Want From Fund-Raising Counsel (Presented by RDD at Demont retreat in June 2008)
Solicitation Plans – Who Needs Them? (By LGM and PDC for Demont retreat in June 2008)
Prospect Solicitation Plan and Profile (Presented by LGM and PDC in June 2008)
Achieving Donor Loyalty – Chart (Donor Relationship Factors – presented by Anne Peyton at 3/21/08 retreat
Demont Positive Benchmark (Revised NPR Figures – presented by ALW at 3/21/08 retreat)
Fund Raising in Challenging Economic Times (Presented by RDD at 3/21/08 retreat)
Active vs. Passive Voice – Writing Tips (Presented by JJB at 3/21/08 retreat)
National Philanthropy Day Video "Now More Than Ever" (by ALW and ERM for June 2010 retreat)
Fund-Raising Trends & Philanthropic News (Presented by LGM at June 2010 retreat)
IF – Book Reviews
Demont’s Baker’s Dozen Must Read Books
Leadership and The New Science – Review by LLY
Build a Better Board in 30 Days
Fund Raising Realities Every Board Member Must Face
Thriving in the Knowledge Age: New Business Models for Museums and Other Cultural Institutions – Review and notes by SML in December 2007
IF – Misc. Demont Documents
Demont Library
Directions to 477 Congress Street (DWHQ)
Directions to Cumberland Club (Portland)
Directions to Robert Demont’s House (Cumberland)
Conference Follow Up Form (Fill Out Form After Attending Conference – Send to Demont Office)
Demont Letterhead (Electronic)
Demont Logo (for Word documents – see Erica for other versions)
IF – Marketing
Marketing C’s – What Clients Want From Fund-raising Counsel Presented by RDD at Demont Retreat in June 2008
Fact Finding Form - Potential Client Service
Marketing Template - Rating Sheet For Prospective Clients
Planning Study Sales Presentation - Commonly Asked Questions
The Theology of a Campaign for a Religious Organization
True Costs of a Church Campaign - Compares Two Scenarios. Used in a Marketing Proposal
True Costs of a Church Campaign - 2nd Edition. Compares Two Different Scenarios. Used in a Marketing Proposal.
Church Campaign Analysis - Useful for Marketing Purposes
Presentation Follow Up - Youth Organization
YMCA – Hospital Collaboration Campaign Gift Proposal (Background Information for a Local Hospital Solicitation. Outlines Hospital – Y Collaboration)
Demont Internal Files/Misc. Office Files
Marketing and Sales Documents, Human Resources, Policies, Goals, Service Days, and Expense Forms
PSIA – Internal Assessment Materials
IA Interview Sheet - Template in Adobe PDF Format NOTE: All Items in Blue – Email List to DWHQ
IA Charts - Template
IA Service Organizations Questionnaire
PSIA – PS Sales and Marketing
Ten Responsibilities of the Board During a Capital Campaign – Used to Educate the Board During the First Meeting on Campaign and Using Counsel.
RDD’s Board Tips Regarding Planning Studies
Commonly Asked Questions During Planning Study Sales Presentations
Post Presentation Evaluation (After Counsel is Chosen)
Church Financial Questionnaire (for Churches Considering a Capital Campaign)
PSIA – PS Production Checklists
Production Checklist – Detailed
Production Checklist – Abbreviated
PSIA – PS Client Information – SOC – Interview Phase
SON versus Case Statements (Comparison and Contrast of Statement of Needs and Case Statements)
RDD’s Board Tips for Planning Studies
Narrowing the List (More than $5M)
Narrowing the List (Less than $5M)
Data Form for Interviewee (To Be Filled Out By Client)
Interview Schedule – 75 Minutes
Interview Schedule – 90 Minutes
PSIA – PS SON (Statement of Need)
Statements of Need Versus Case Statements (An Explanation of How a Statement of Need Differs from a Case Statement)
ACA American Camping Association
BCC Bay Chamber Concerts
BGB Boys & Girls Club of Burlington
BGP Boys & Girls Club of Southern Maine
BM Bennington Museum
CTM Children’s Theatre of Maine
DHC Daniel Hanley Center for Health Leadership
FMP Fairbanks Museum & Planetarium
FEF Falmouth Education Foundation
KIF Kiwanis International Foundation
MSMT Maine State Music Theater
NHHS New Hampshire Historical Society
NS North Haven Community School
NYCY Northern York County YMCA
PBHF Pen Bay Healthcare Foundation
SMMC Southern Maine Medical Ctr.
PSIA – PS Internal Materials
Briefing Memo -Memo Template for Planning Study Teams at Study Start
Interviewing Tips for Planning Study or Institutional Assessments
Gift/Goal Analysis (Sample Analysis of Gift Potential for an Educational Organization – Example of Methods for Determining Goal Recommendations)
Debriefing Memo - End of Interviews
PSIA – PS Stats Production
PS – Charts – Additional Questions Template
PS – DPB Charts – SOG under $5M
PS – DPB Charts – SOG $5M-$9.9M
PS – DPB Charts – SOG $10M+
PSIA – PS Report Writing and Format
Some Tips for Writing Planning Study Reports
Acknowledgement - Stock Language
Purpose – Stock Language
Elements – Stock Language
Method – Stock Language
Observations and Conclusions - Sample Format
Recommendations – Sample Format
Findings - Stock Language and Sample Format
Organizational Chart - Standard New Format
Sample Executive Summary for a Planning Study – Sample 1
Sample Executive Summary for a Planning Study – Sample 2
PSIA – PS Reports – Prelim and Final Presentations
PS Report – Presentation Pointers (14 Important Pointers for Presenting Planning Studies)
PS PowerPoint Template (New PowerPoint Template for Prelim and Final PS Reports)
PS – Sample Preliminary Report in PowerPoint (BCC)