Donor Relations / Stewardship
Donor Anonymity
Ethics
Document Imaging
Training Documents
Planned Giving
Advancement Definitions
Quid Pro Quo Contributions
Games of Chance
Gifts-in-Kind, Gifts of Services, Gift Certificates
Securities
Partial Interests in Property
Software Gifts
Corporate Sponsorship vs. Advertising
Contributions vs. Contracts (Exchange Transactions)
Scholarship Gifts
Procedures / Manuals
Gift Policies
Information Technology Policies
Gift Forms
Tax Exempt Status
Banner Module / Account Access
- 1) Account Request Form (ADMNET, OPENNET, SCANTRON, SunGard Banner, VPN)
- 2) User Access Rules (FERPA)
- 3) Mobile Computing Device Approval Form
- 4) Banner Advancement Access Request Form
- 5) Banner Event Module Access Request Form
- 6) File Imaging (Documentum) Access Request Form
- 7) Oakland University Student Employee and Student Intern Confidientiality Agreement
* For supervisors hiring new staff, print and complete forms 1, 2, and 3 and if necessary, forms 4, 5 and 6 and if a student, form 7. Submit to the Director of DIS for approval.
Awards and Articles
- 2008 Council for Advancement and Support of Education (CASE) district V Best Practices in Fundraising and Development Gold Award along with Best Program in Advancement Services Gold Award. (read article)
- 2007 Council for Advancement and Support of Education (CASE) Circle of Excellence bronze medal, “The One Stop Endowment Shop” program. (read article)
- 2006 Council for Advancement and Support of Education (CASE) Circle of Excellence silver medal and 2006 CASE District V Best Program in Advancement Services gold award for "Unit Business Managers and Fund-Raising Issues - Getting Them and Keeping Them Connected" training program. (read article)
- 2007 CASE Currents Article - “Going Fourth” - What every fundraiser should know about advancement services. (read article)
- 2004 CASE Currents Article - “A Tale of Two Strategies” - Outsource the development and maintenance of an online giving site or keep it in house? (read article)
Government Documents
Related websites