Recent News Archives

Updated: University Development Calendar (1/12/11)

The Development Event Calendar has been updated. You will need to login to open the Excel spreadsheet.

WebI & Advance Training Sesions (10/7/10)

Don't forget about our new WebI & Advance training sessions. You can take either of these classes if you are new to Advancement or would like a refresher. Please join us at the Joyner Visitor Center for the WebI or Advance training sessions. Please also register online.

Updated: Prospect Management Materials (9/17/10)

The Prospect Management area of the website has been updated. There are additional forms, new links to guidelines and procedures, and a new FAQ page. Email Prospect Management if you have any questions.

Updated: University Development Calendar (7/12/10)

The Development Event Calendar has been updated. You will need to login to open the Excel spreadsheet.

Updated: Semi Annual Pledge Review Procedures (7/7/10)

The Semi-Annual Pledge Review Procedures have been updated.

Updated: University Development Calendar (6/24/10)

The Development Event Calendar has been updated. You will need to login to open the Excel spreadsheet.

Advance™ Training Classes Now Available (5/19/10)

We have also added a new training class for Advance™. Please check out the schedule or register online. The Advance™ classes will be taught by Maureen Hamilton.

WebI Training Class Online Registration Now Available (5/13/10)

You may now register online for any of the WebI training classes. We also have posted a complete schedule through the end of the year.

WebI Training Schedule (5/12/10)

The WebI training schedule is now available. Please sign up if you would like a refresher course or are new to WebI.

Updated: Standard Endowment Agreement & Pledge Intent Form (4/15/10)

The Standard Endowment Agreement and the Pledge Intent Form has been updated. You may find these new forms on the Resources & Forms page. The Standard Endowment Agreement can be found under Donor Relations and the Pledge Intent Form is under Alumni & Donor Records.

Updated: Development Event Calendar (2/24/10)

The Development Event Calendar has recently been added to our Resources & Forms page under the Donor Relations heading. You will need to login to open the Excel spreadsheet. If you have any questions about the calendar, or want to add an event, please contact Donor Relations.

Updated: Development Event Calendar (2/8/10)

The Development Event Calendar has recently been added to our Resources & Forms page under the Donor Relations heading. You will need to login to open the Excel spreadsheet. If you have any questions about the calendar, or want to add an event, please contact Donor Relations.

Updated: Development Event Calendar (2/2/10)

The Development Event Calendar has recently been added to our Resources & Forms page under the Donor Relations heading. You will need to login to open the Excel spreadsheet. If you have any questions about the calendar, or want to add an event, please contact Donor Relations.

Revised Facility Naming Agreement (11/18/09)

The Facility Naming Agreement has been revised. All development officers will need to include this new form with the naming proposal forms. If you have any questions, please contact Donor Relations.

Year-End Giving Information (11/13/09)

In order to serve our year-end donors during the University’s official holiday period, we are
recommending and implementing guidelines and procedures as outlined in the memo sent out to all development officers from John Taylor. To download the guidlines and procedures, please click here.

Presentation: IRS Event & Sponsorship Rules (10/12/09)

We have provided a copy of John Taylor's presentation on IRS Event & Sponsorship rules. We have also created a new section on the Resources page for all of his presentations that you may find useful.

Silent Auction Donation Form & FAQ on Conducting Fundraising Auctions (9/10/09)

We have developed some frequently asked questions and a new silent auction donation form. Please read the frequently asked questions before using the form and collecting donations during your next event or silent auction.

New Naming Proposal Request Forms (08/14/09)

We have replaced the old Facility Naming Request forms with two new forms, the Donor Facility/Program Naming Proposal Form, and the Honorary Facility/Program Naming Proposal Form. To help you with filling out these forms properly, we have also included samples of each of the forms filled out. To view the forms and samples, please click here.

Presentation: IRS Is Not a Four Letter Word – If You Understand the Rules (08/10/09)

We have provided a copy of John Taylor’s webinar presentation on IRS regulations.  The presentation discusses IRS regulations and quid pro, gift dates, donor advised funds, private foundations, and gifts in kind.

Policy Documents (08/07/09)

In response to growing debate within institutions – and in some cases between an institution and their donor – the new policy information is provided as a guide.  We have two guides, Who Can Make a Pledge? And, Why Donations From Private Foundations Are Different.

Semi-Annual Pledge Review Procedures (07/29/09)

In January 2009, the NCSU Office of Advancement Services instituted a formal practice to review the status of certain outstanding pledges on a regular basis.  In the past, Advancement Services had not conducted such a review.  To view the pledge review procedures and write-off procedures, please visit our Resources & Forms page under Other Resources.

Revised Gift Transmittal Forms (07/08/09)

We have updated the gift transmittal forms to include a field for the donor’s email address.  For the updated gift transmittals, please check out our Resources & Forms page.  For checks made payable to NC State University and not a specific foundation, a letter of donor intent is required.

Guidelines For Gifts To a 7 Account & Submitting a BA-151 (07/01/09)

Effective July 1, 2009, to ensure correct and uniform processing of all university gift deposits, gifts deposited into accounts beginning with a “Project Number” of 7 (“7 Accounts”, previously referred to as “Trust Accounts”), will be entered into the Advance system according to a new procedure.  Completed forms must be submitted with deposit slip(s), copy of check(s), and signed back-up documentation from the donor.  Please contact Alumni & Donor Records to see a sample Gift Transmittal.  For a printable copy of the new procedure, click here.

Standard Operating Procedures for Gift Acceptance (SOPGAP) (05/06/09)
NC State University recently initiated a policy on the acceptance of gifts.  To read the complete Standard Operating Procedures for Gift Acceptance Policy, please click here.

Prospect Management Best Practices, And Prospect Management Registration Request & Prospect Management Removal Request Forms (04/30/09)

A University records management team created a best practices document for Prospect Management.  The prospect management registration request form and the prospect management removal request form have been updated to reflect the requirements for development officers.

Add an Entity to Advance Form (04/28/09)

If you need to request research or register a prospect, it is required that the donor is already in Advance.  Please use this form for adding a new entity to Advance and Alumni & Donor Records will add it for you.

Advancement Services Intranet for Development Officers (04/28/09)

When you visit our Resources & Forms page, you will find all the helpful forms you need.  We have created this page to be like an Intranet for Development and created a section for each area of Advancement Services and a section at the bottom of the page called ‘Other Helpful Resources’ which includes some other documents you may find beneficial.

WebI Training Materials (04/28/09)

For those with access to the WebI reporting tool and been to training, here are the training materials for your reference.

Matching Gift Website (03/17/09)
We added a matching gifts page on our new website with information for donors if they work for a matching gift company, and also added a matching gift company search boxTry it now! http://www.matchinggifts.com/ncsu

FAQ for Submitting Research Requests (02/17/09)

Prospect Research has prepared some frequently asked questions for Development Officers about requesting research.  We have update questions and answers, and added more Q&As .  We have answers to your questions such as: How does Prospect Research get information?  Does a prospect have to be registered before I can request information from Prospect Research? And, How can I make the most of working with Prospect Research?