Fundraising Resources

Direct Mail and Email Solicitations
Proposal writing Guide
AAE Foundation Toolkit
Simple Low-Cost Events ebook

Letters and Forms

Student Solicitation Letter
Previous Donor Solicitation Letter
Thank You Letter
New Donor Solicitation Letter
Completed Pledge Appeal Letter
AAOF Pledge Card
Memorial Donation Forms
"In Honor of" Donation Forms
Credit Card Authorization Forms

Planned Giving and Estate Planning

Communicating with Older Citizens
Heritage Circle Brochure
Heritage Circle Donor Form

Major Gifts

AAOF Regent Pledge
Major Giving Points

Donor Advised Funds

Donor Advised Funds: Advantages & Implications
Donor Advised Funds After PPA 2006
Private Foundation vs. Donor Advised Fund
Donor Advised Fund Agreement

Board Governance and Fundraising

Board Self-Assessment Survey
Responsibilities of the Board
Board Questionnaire
Board Confidentiality Agreement
Volunteer Leader Agreement Form
Board Conflict of Interest Form
Board Source
Fulfilling Philanthropy: A Joint Effort
Personal Board Member Fundraising Plan

Legal Issues and Agreements

Model Whistleblower Protection Policy
Model Record Retention Schedule
Nonprofit Loans: Reasonable or Not?
Interaction with Industry and Other Organizations

Capital Campaigns

AAPD Case Study
AAOF Brochure 1
AAOF Brochure 2

Financial Management

Model Investment Policy
Finance for Small Associations
Dollars & Cents Handout
Dollars & Cents: Sound Financial Management

Policies

Acceptance Recognition Policy
Investment Policy
Gift Acceptance Policy
AAOF Policy
AAP Foundation Bequest Language
AAP Foundation Policy for Donated Goods and Services
AAP Foundation Policy on Gifts and Named Funds
AAP Foundation Planned Giving Guidelines
AAP Foundation Principles for Interaction with Industry and Other Organizations

Job Descriptions

AAP Foundation Job Description — Director of Development
AAP Foundation Job Description — Administrative Assistant

Endowments

Dental Foundations Survey

Electronic and Sustained Giving Programs

The Chronicle of Philanthropy

Philanthropy Journal

Philanthropists, Philanthropoids, and Philanthropests: How We Can Work Together for a Better Community

Building Volunteer Commitment and Working Successfully With Boards