Home Search About This Site MGI Archive Contact Us
MGI Participants - Archive Library

We wanted to be sure to give stations access to some of the administrative documents, worksheets, forms and other resources that have been developed over the course of the MGI project. If you're looking for an archive of our monthly, topic-based conference calls, registration materials and surveys, handouts from workshops, PBS Development Conference materials, etc., you'll find them here.

Topics of Interest
Topics of Interest

2005 PBS DevCon

Date
Title
File Type
Size
10-08-2005
Microsoft PowerPoint
1.5MB

PowerPoint for "From Cultivation to Stewardship: Building Long Term Major Giving Relationships." Mini workshop, led by one of the favorite DevCon presenters, Kay Sprinkel Grace, helped define, create, implement and sustain a relationship-based major giving program stations. Group learned learn how to develop donor-centered cultivation, solicitation and stewardship plans and programs to help engage prospects and donors in an investment relationship. Strategies for creating and sustaining a culture of philanthropy were presented.

10-06-2005
Microsoft Word
54KB

Session Handouts

10-06-2005
Microsoft PowerPoint
826KB

Executive Summary of findings related to focus group work on their major giving society.

10-06-2005
Microsoft PowerPoint
1.1MB

Development professionals are faced with increasing challenges of securing resources for their organizations. This session presented how it is essential that everyone “play well” together and find ways to maximize the giving potential of donors and prospects. Panelists from Idaho Public Television, KVIE, Vermont Public Television and Nashville Public Television shared how they successfully integrated their development activities and what is happening to their internal cultures and fundraising success as a result.

10-06-2005
Microsoft PowerPoint
2.9MB

PowerPoint from KVIE for "The Integrated Development Operation" session at DevCon 2005.

10-06-2005
Microsoft PowerPoint
75KB

Vermont Public Television PowerPoint presentation for 2005 PBS DevCon session entitled The Integrated Development Operation.

10-06-2005
Microsoft Word
45KB

Handouts from the 2005 PBS DevCon session entitled The Integrated Development Operation.

...back to top...

2006 PBS DevCon

Date
Title
File Type
Size
10-25-2006
Microsoft PowerPoint
716KB

PowerPoint presented at 2006 DevCon by Susan Meier and Michael Daigneault from BoardSource regarding board governance.

11-08-2006
Microsoft PowerPoint
2.1MB

2006 PBS DevCon PowerPoint for session entitled "Endowment Fundraising for Public Broadcasting." Part 2

11-08-2006
Microsoft PowerPoint
1.4MB

2006 PBS DevCon PowerPoint for session entitled "Endowment Fundraising for Public Broadcasting." Part 1.

11-08-2006
Microsoft PowerPoint
800KB

2006 PBS DevCon PowerPoint for session entitled, "Capital Campaigns and Annual Giving: Success on Both Fronts."

11-08-2006
PDF
688KB

From 2006 PBS DevCon session "Endowment Fundraising for Public Broadcasting."

11-08-2006
Microsoft Word
88KB

From 2006 PBS DevCon session entitled "Endowment Fundraising for Public Broadcasting."

11-08-2006
Microsoft PowerPoint
436KB

2006 PBS DevCon PowerPoint from session entitled "In Pursuit of the Ultimate Gift."

11-08-2006
Microsoft PowerPoint
1.6MB

2006 PBS DevCon PowerPoint from session entitled "Recruiting, Retaining, Motivating and Evaluating Major Gifts Staff.

11-08-2006
Microsoft PowerPoint
453KB

2006 PBS DevCon PowerPoint from session entitled, "MGI: Lessons Learned."

11-08-2006
Microsoft PowerPoint
424KB

2006 PBS DevCon PowerPoint from the Kay Sprinkel Grace session entitled "Mission Vision and Values in Action."

11-08-2006
Microsoft PowerPoint
2.9MB

2006 PBS DevCon PowerPoint from session entitled "Moves Management: A Primer."

11-08-2006
Microsoft PowerPoint
5.7MB

2006 PBS DevCon MGI Pre-Conference Workshop PowerPoint.

11-08-2006
Microsoft PowerPoint
446KB

2006 PBS DevCon PowerPoint from session entitled "Strategic Planning and Major Gifts Fundraising."

11-08-2006
Microsoft Word
35KB

2006 PBS DevCon handout from session entitled "Strategic Planning and Major Gifts Fundraising." Handout provided by Jim Lewis.

11-08-2006
Microsoft Word
21KB

2006 PBS DevCon handout from session entitled "Strategic Planning and Major Gifts Fundraising."

...back to top...

2007 March Conference for Leadership Volunteers and General Managers

Date
Title
File Type
Size
04-06-2007
Microsoft PowerPoint
386KB

Session with Robert Altman, Robert Ryan and Deb Turner that reviewed some of the lessons learned from participating MGI stations.

04-11-2007
PDF
221KB

Packet insert for March Conference for Leadership Volunteers and General Managers describing the Corporation for Public Broadcasting.

04-11-2007
PDF
147KB

Packet insert for March Conference for Leadership Volunteers and General Managers describing the Major Giving Initiative.

04-11-2007
PDF
168KB

PowerPoint from the Kay Sprinkel Grace session on achieving productive partnerships between station staff and volunteers.

04-11-2007
PDF
31KB

Agenda for the March 2007 Conference for Leadership Volunteers and General Managers.

04-11-2007
PDF
348KB

PowerPoint presentation by Michael Daigneault and Susan Meier of BoardSource facilitating the discussion of what GMs can do to foster an engaged board.

04-11-2007
PDF
342KB

PowerPoint from the Kay Sprinkel Grace session targeted toward newcomers to the MGI with an opportunity to learn the basics of the MGI mission, vision, values approach.

04-11-2007
PDF
24KB

PowerPoint from the Kay Sprinkel Grace session discussing the challenges and successes experienced and the opportunities expected in station MGI work.

04-11-2007
PDF
51KB

PowerPoint from the Kay Sprinkel Grace session discussing the role of volunteers in taking public television to the next level.

04-11-2007
PDF
259KB

PowerPoint from presentation by Michael Daigneault and Susan Meier from BoardSource regarding how boards of various types might offer more meaningful and consequential work to their volunteers.

...back to top...

2007 PBS DevCon

Date
Title
File Type
Size
03-13-2008
PDF
125KB

PowerPoint from 2007 PBS DevCon Workshop with Kay Sprinkel Grace. Session clarified role of board members and staff in the world of Development.

03-13-2008
Microsoft PowerPoint
1.3MB

PowerPoint from 2007 PBS DevCon session presented by Robert Altman, Kay Sprinkel Grace and Deb Turner outlining the major findings from the 3 year MGI Project.

03-13-2008
Microsoft PowerPoint
9.0MB

PowerPoint from 2007 PBS DevCon session presented by Kurt Mische from KOCE, Jon Miskowski from WPT and Shelley Mitchell from NHPTV.

03-13-2008
Microsoft Word
57KB

Handout from 2007 PBS DevCon session, Marketing your Planned Giving Program. Memo, written by Jon Miskowski from WPT, justifies investment in planned giving program.

03-13-2008
Microsoft Word
109KB

Handout from 2007 PBS DevCon for Marketing your Planned Giving Program. Plan, created by Jon Miskowski from WPT, justifies the creation and funding of a planned giving program.

03-13-2008
Microsoft PowerPoint
5.9MB

PowerPoint from 2007 PBS DevCon session presented by Julie Feely from OPB and Louise Gregory from the California Academy of Sciences.

03-13-2008
Microsoft PowerPoint
4.8MB

PowerPoint from 2007 PBS DevCon session presented by Jeffrey Bell from WNED, Bradley Hurlburt and Ellen Oppenheimer from WPBT and Virginia Thumm from WHRO.

03-13-2008
Microsoft PowerPoint
1.0MB

PowerPoint from 2007 PBS DevCon session presented by Jim Lewis introducing the new, self-directed curriculum on the MGI Web Site.

03-13-2008
Microsoft PowerPoint
576KB

PowerPoint from 2007 PBS DevCon session presented by Brian Chapman from Grenzeback Glier and David Howie from WETA.

...back to top...

Board Effectiveness Project

Date
Title
File Type
Size
05-23-2006
Microsoft Word
41KB

Announcement and Registration information for the Board Effectiveness Project being conducted by BoardSource.

...back to top...

Leadership for Philanthropy Documents

Date
Title
File Type
Size
11-12-2008
Microsoft Word
31KB

Bio for consultant Ross Papish from The Ostroff Group.

11-12-2008
Microsoft Word
31KB

Bio for Walter Parsons, consultant for project.

11-12-2008
Microsoft Word
30KB

Bio for Tony Scucci

11-12-2008
Microsoft Word
33KB

Bio for consultant David Othmer

11-12-2008
Microsoft Word
32KB

Bio for Kate Sandweiss

11-12-2008
Microsoft Word
32KB

Bio for Victoria Devlin

11-12-2008
Microsoft Word
31KB

Les Weil Bio

11-12-2008
Microsoft Word
32KB

Bio for Mindy Wertheimer

...back to top...

MGI Phase II Documents

Date
Title
File Type
Size
03-27-2006
Microsoft Word
152KB

Directions for registering for Phase II of MGI along with registration form for the Workshops to be held in June, 2006.

03-01-2006
PDF
89KB

Notes taken during the January 2006 Regional Leadership Workshops regarding Engagement and Sustainability.

07-12-2006
Microsoft PowerPoint
393KB

The brief PowerPoint from the Team Leadership Meetings held in June 2006 kicking off Phase 2 for our Round 2 stations.

07-12-2006
Microsoft Word
43KB

Worksheet used for station group planning session at the January and June 2006 Team Leadership Meetings.

07-12-2006
Microsoft Word
134KB

Affinity Group Coalition station imagining exercise and worksheets conducted at the January and June 2006 Team Leadership Workshops.

...back to top...

MGI Wrap Up

Date
Title
File Type
Size
06-27-2007
WWW
--

Hear a final perspective on the Major Giving Initiative by Robert Altman and Kay Sprinkel Grace in this archived audio conversation recorded on June 12, 2007.

...back to top...

Planned Giving

Date
Title
File Type
Size
09-04-2006
Microsoft Word
36KB

Davida Isaacson, one of our implementation consultants, provided this information bulletin regarding recent legislation allowing donors to make tax advantaged gifts from their IRAs.

11-08-2006
Microsoft Word
25KB

Davida Isaacson, one of our implementation consultants provided this sample buckslip language to promote the tax advantages of giving a gift from pensions or IRAs.

11-08-2006
Microsoft Word
23KB

Davida Isaacson provided this template receipt letter for gifts made as a result of the Pension Protection Act of 2006.

11-08-2006
Microsoft Word
21KB

Davida Isaacson provided another template for MGI stations. This one for the donor to use to instruct IRA administrators to send a distribution to your station.

12-12-2006
Microsoft Word
22KB

As discussed during the December 2006 Planned Giving Conference call. These are scripts for spots the station used at year end to encourage year-end planned gifts including charitable gifts from IRAs.

02-16-2007
PDF
29KB

Samples gift policies from KUED as discussed during Feb. 2007 conference call on Gift Acceptance Policies.

02-16-2007
PDF
31KB

Samples gift policies from KUED as discussed during Feb. 2007 conference call on Gift Acceptance Policies.

02-16-2007
PDF
18KB

Samples gift policies from KUED as discussed during Feb. 2007 conference call on Gift Acceptance Policies.

02-16-2007
PDF
15KB

Samples gift policies from KUED as discussed during Feb. 2007 conference call on Gift Acceptance Policies.

...back to top...

Planned Giving Conference Calls

Date
Title
File Type
Size
12-19-2006
WWW
--

Planned giving topic-based conference calls regarding the new Charitable IRA Rollover. Guest speaker is Davida Isaacson, one of our implementation consultants.

01-09-2007
WWW
--

Planned Giving Conference call on the topic of gifts of real estate.

02-09-2007
WWW
--

Planned Giving call discussing the topic of gift acceptance policies. Presentations made by Rob Hilbert, Iowa Public Television, Debbie Eliason, WHRO, and Gay Cookson, KUED.

03-07-2007
WWW
--

Planned Giving conference call on the topic of working with planned giving committees and allied professionals. Presentations made by Kelly McCoullough of KAET, Tom Taggert of WEDU and Debbie Eliason from WHRO.

05-15-2007
WWW
--

Planned giving topic based conference call regarding gift annuities. Presentations by Davida Isaacson, one of our implementation consultants, David Clough from WNET and Julie Feely from OPB.

...back to top...

Planned Giving Spots

Date
Title
File Type
Size
03-29-2006
WWW
--

Downloadable 60 second planned giving spot formatted for web site useage featuring Jack Eardley.

03-29-2006
WWW
--

Downloadable 60 second planned giving spot formatted for web site useage featuring Martha Jane Friedrich.

03-29-2006
WWW
--

Downloadable 60 second planned giving spot formatted for web site useage featuring Ed Mapp.

03-29-2006
WWW
--

Downloadable 60 second planned giving spot formatted for web site useage featuring Jacque LaVista.

03-29-2006
WWW
--

Downloadable 60 second planned giving spot formatted for web site useage featuring Jim Stavrakakis.

03-29-2006
WWW
--

Downloadable 60 second planned giving spot formatted for web site useage featuring Mark Welter.

03-29-2006
WWW
--

Planned Giving Print Ads and Guidelines. PDF document.

03-29-2006
WWW
--

LARGE FILE: This document includes the production quality images and templates for print ads to accompany the planned giving spots.

...back to top...

Topic-based Conference Call Archive

Date
Title
File Type
Size
03-16-2006
WWW
--

Topic-based conference call with presentations by TPT, KET and WILL.

01-19-2006
WWW
--

Topic-based conference call with presentations from Detroit Public Television, WTVP, WNED, WPTD and Bob Marovich from Ter Molen Watkins & Brandt.

02-16-2006
WWW
--

Topic-based conference call with presentations from Vermont Public Television, WVIA and WETA.

12-15-2005
WWW
--

Topic-based conference call with presentations from WPT and Maine Public Broadcasting.

09-15-2005
WWW
--

Topic-based conference call with presentations by KUED, KTCS and WPBT on September 15, 2005.

11-17-2005
WWW
--

Topic-based conference call with presentations by OPB, WITF and Grenzebach Glier & Associates

05-04-2006
WWW
--

Topic-based conference call with presentations by WPBT, Miami and WPSX.

05-23-2006
WWW
--

Susan Galler of the Galler Group, one of our implementation consultants and an executive recruiter, shares strategies regarding recruitment and retention of development staff.

07-28-2006
WWW
--

Topic-based conference call introducing new tools developed for the MGI web site designed to help development integrate outreach and project related fundraising into their work.

08-22-2006
WWW
--

Rob Hilbert from Iowa Public Television, Gay Cookson from KUED and Kathy Russell from WXXI talk about their efforts on establishing and growing planned giving programs at their stations.

09-22-2006
WWW
--

Susanna Grady from WEDU and Anne Kerns from KIXE talk about their success in cultivating, soliciting and stewarding large gifts to their stations.

10-26-2006
WWW
--

In this call, we review all the MGI related sessions at DevCon 2006 and hear from stations about their highlights from the conference.

09-23-2006
Microsoft Word
31KB

WEDU appeal letters referenced in the conference call.

01-22-2007
WWW
--

MGI Topic based conference call regarding change management. Presenters include: Walter Parson, MGI Team Member and Change Expert, and stories about change from Wisconsin Public Television and Kentucky Educational Television.

03-28-2007
WWW
--

Monthly Conference call on the topic of ethics as it relates to major gifts work, recognition, planned giving and other issues related to development.

03-28-2007
PDF
250KB

As part of the March 2007 MGI topic-based conference call on Ethics, WPBT in Miami talked about this document in relation to their internal ethics practices.

03-28-2007
Microsoft Word
275KB

As part of the March 2007 MGI topic-based conference call on Ethics, WPBT in Miami talked about this document in relation to their internal ethics practices.

04-24-2007
WWW
--

Topic based conference call about how to measure progress of a major giving program. Presentations by Jon Miskowski, Wisconsin Public Television, Seth Martin of WKAR, Ed Valles of ThinkTV, and John Brady of Alabama.

04-24-2007
Microsoft Word
112KB

Integrated Development Plan from Ed Valles from ThinkTV as discussed in the Metrics, Metrics, Metrics call in April, 2007.

05-31-2007
WWW
--

Topic-Based conference call regarding stewardship efforts at stations. Presentations by Kay Tuttle from MPT, WHRO, Jeffrey Bell from WNED, Kevin Smith-Fagan from KVIE, Mary Mayo from MPBN (Maine) and Debbie Eliason from WHRO.

06-27-2007
WWW
--

June 2007 final Topic-based conference call where Robert Altman reviews the progress made during MGI and participants share their future plans for major giving efforts.

...back to top...