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Use Proven Resources - Internal Strategies

Your internal strategies are critical to a solid major giving program. Here you'll find help with job descriptions, interacting with other departments, performance evaluation, evaluating software and creating a fundraising calendar.

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Resources
File Type
Size
PDF
290KB

Considerations for station CEOs as they restructure their duties and those of senior staff to devote more time to donor cultivation, solicitation, and stewardship.

PDF
502KB

Considerations for the station leader to keep in mind in leading the staff's work in major giving.

PDF
337KB

How to develop your firewall alarm system and determine where the trouble spots may be in the continuum of engagement.

Website
 

Tools to help stations concerned about editorial integrity, firewalls in relation to funders and ethics.

MS Word file
161KB

An overview of the TRMA process to to assess how the organization uses its work time and resources currently in preparation for restructuring.

MS Excel file
11KB

A small worksheet for managing the restructuring process, which should be adapted and/or expanded by the CEO to fit the organization's needs.

MS Excel file
24KB

A simple time log that can be used by any member of the team early in the restructuring process to assess the amount of time devoted to each activity on a daily basis and to rank its importance to the station as either high, medium, or low.

MS Word file
41KB

Developed to provide a thorough assessment of the change process.

MS Word file
80KB

Useful for anyone desiring to assess an ongoing change process.

PDF
19KB

If your program needs mending, this document outlines the steps you can take to turn it around.

PDF
97KB

This checklist contains a list of functions that you might look for in a software solution.

PDF
51KB

This tool helps you take advantage of existing resources — working in coordination with the rest of the development department — while ensuring that your donors aren't overwhelmed with fundraising communications and the cost of funds raised is under control.

MS Excel file
31KB

This template will help track event dates, mail dates, telemarketing campaigns, and email campaigns. The calendar will also help you coordinate activities between major giving and membership, find synergies between major giving and corporate support, and discover economies of scale among all activities so that fundraising resources can be used both effectively and efficiently.

PDF
20KB

The Model Job Description may be used as is or can serve as a starting point for stations seeking to recruit a major giving officer. A job description for a planned giving officer is also included, and the two descriptions may be easily combined.

PDF
22KB

To clarify volunteer expectations, this sample job description can be customized for your station to use when recruiting volunteers.

Zip file
73KB

Richard K. Dupree, Executive Director of Development at the Kelley School of Business at Indiana University, describes a comprehensive evaluation process prepared specifically for the Major Giving Initiative.

MS Excel file
33KB

This checklist will help you identify giving club benefits and assign them to the appropriate levels of giving.

MS Excel file
28KB

KAET develops a mini-strategy for each initiative and tracks progress using this tool. You can customize it to fit your station's needs.

PDF
9KB

Not sure whether to count a gift as membership or major giving? Here's a sample policy for internal allocation of major giving revenue.

MS Word file
62KB

At the heart of your Integrated Development Plan is the Operational Plan. Use this template to create one that works for you and your colleagues.

MS Word file
54KB

It's important that you assign responsibility and track progress of each of your objectives. Use this checklist as a model to create a form that works for you.

MS Word file
41KB

Periodic self assessments are helpful to ensure your program stays on track. Use this tool designed specifically for MGI stations to identify issues that may be hampering progress and solutions to help you move forward.

PDF
16KB

It is important that every element of the station's service be considered. Nebraska Educational Television works through a list of 17 questions about a project before approving it.

PDF
23KB

Maine Public Broadcasting uses this form to help identify basic information about a project and ensure that those planning it have considered all costs.

Website
 

PlanIT! was developed by The National Center for Media Engagement as a comprehensive planning and impact measurement tool to help stations demonstrate return on donor investment.

PDF
50KB

The Galler Group provided this capital campaign budget form to help stations estimate the costs involved with this specific type of major giving initiative.

Website
 

The National Center for Media Engagement website provides a matrix-based checklist, A Framework for an Outcome-Focused Community Project, developed by the United Way of America. (The United Way Framework is located at the bottom of that page.)

Website
 

The National Center for Media Engagement website tells you what is in the national outreach pipeline so that you have early notice of impending projects and can help your station identify those for which funding might be available.

PDF
158KB

The National Center for Media Engagement website helps you think through your project by identifying where it lies on the public television outreach continuum and what related activities you might include.

Website
 

The National Center for Media Engagement website helps stations identify which projects are appropriate for community partnerships as well as define the scope of outside involvement and develop a working agreement to guide the relationship.

Website
 

The National Center for Media Engagement website provides strategic planning tools to help you evaluate your program's strengths and weaknesses, define challenges and maximize opportunities, develop funding streams, and work with diverse populations.

PDF
357KB

A template providing a sequence of steps to develop your strategic plan.

MS Word file
54KB

Essential elements in a strategic plan. Consider this a draft "table of contents," developing strategic for each focus area and adding additional topics as needed to customize the outline for your station.

MS Excel file
29KB

After developing your multi-year strategic plan, use this template to create a one-year action plan that begins to implement the long-term vision.

PDF
474KB

Several sources of external data for strategic planning. Additional sources to this list to customize it for your state and community.

Examples
File Type
Size
MS Excel file
2.1MB

A self-assessment tool used by the manager of WAMU-FM in Washington,DC to determine the percentage of her time is devoted to each of seven critical areas of responsibility. In adapting this tool, to is important to first identify your own areas of responsibility, perhaps drawing from your own job description.

PDF
171KB

Oregon Public Broadcasting's OPB Salon Series brochure was designed by volunteers to encourage increased giving, deepen relationships, and provide donor cultivation vehicles for volunteers.

PDF
43KB

The Producers Circle Prospect Event Plan for WVIA, Pittston, provides guidelines for small, easily-staged cultivation events.

PDF
21KB

WLJT's Organization Chart.

PDF
31KB

The job description for the President and CEO Position at Vermont Public Radio.

PDF
33KB

WLJT's job description for the Director of Development & Marketing.

PDF
33KB

WLJT's job description for the Manager of Individual Giving.

PDF
29KB

WLJT's job description for the Development Associate.

PDF
97KB

OPB Benefits Program.

PDF
21KB

KUED Benefits Program.

PDF
924KB

KUED Broadcasters Club Strategic Plan.

PDF
425KB

Wisconsin Public Television's Operational Plan.

PDF
39KB

Vermont Public Television's Business Plan.

PDF
36KB

Vermont Public Television's Integrated Development Plan.

PDF
645KB

University of Utah Giving Clubs and Recognition Policy.

PDF
1.3MB

The kick-off letter from KLRU in 1992 announcing and launching the Producers Circle.

PDF
332KB

Stewardship Policy for KCET.

PDF
511KB

Stewardship Policy for University of Utah.

PDF
30KB

Twin Cities Public Television has established account migration criteria to determine whether an existing member will be assigned to major gifts for cultivation and marketing purposes.

PDF
25KB

Maine Public Broadcasting has developed a department-wide gift designation policy that covers not only individual gifts, but also underwriting. It emphasizes the important concept of donor intent.

PDF
13KB

KQED has created a structured methodology for tracking prospects within Team Approach. Their strategy may work for you as well.

PDF
105KB

KQED has established a Gift Acceptance Policy that is thorough, yet concise. It protects stations from potentially problematic gifts and is a good model to review when developing or revising a Gift Acceptance Policy.

MS Excel file
34KB

Maine Public Broadcasting uses this form to ensure that on-air recognition benefits are delivered as promised.

MS Word file
29KB

Maine Public Broadcasting uses this form to describe the on-air benefits offered at each level.

MS Word file
28KB

Maine Public Broadcasting sends this letter to donors requesting permission to air their names.

Website
 

KUAT uses their Editorial Policy to guide it in balancing donor relationships and project content.

Website
 

KPBS outlines it program to seek funds for its News Initiatives.

PDF
250KB

WPBT's formal written policy regarding ethics and professional conducts for all staff.

PDF
275KB

WPBT's formal written policy regarding ethics and professional conducts for producers.

PDF
37KB

KUED identified specific areas for community engagement (outreach) and developed an umbrella funding program for each — with a description that's designed to be modified as needed to fit the audience.

PDF
50KB

KUED identified specific areas for community engagement (outreach) and developed an umbrella funding program for each — with a description that's designed to be modified as needed to fit the audience.

PDF
46KB

KUED identified specific areas for community engagement (outreach) and developed an umbrella funding program for each — with a description that's designed to be modified as needed to fit the audience.

PDF
90KB

KLRU has identified the different segments of its mission as "KLRU brands," identified all the ways in which it reaches the public through these brands, and placed every one of its activities — from its popular Austin City Limits series to its childhood obesity project — in a board-approved KLRU Brands Grid, complete with investment levels for each brand.

PDF
448KB

Nebraska Educational Television annually documents its outreach impact to its boards and constituents.

Website
 

The Two Towns of Jasper Study documents the results of a community engagement project hosted by Wisconsin Public Television.

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