Developed to provide a thorough assessment of the change process.

Useful for anyone desiring to assess an ongoing change process.

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

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

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.

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.

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.

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

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.

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

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

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

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.

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.

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.

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.

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

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

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

The National Center for Outreach 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.)

The National Center for Outreach 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.

The National Center for Outreach 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.

The National Center for Outreach 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.

The National Center for Outreach 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.

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.

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

WLJT's Organization Chart

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

WLJT's job description for the Manager of Individual Giving

WLJT's job description for the Development Associate

OPB Benefits Program

KUED Benefits Program

KUED Broadcasters Club Strategic Plan

Wisconsin Public Television's Operational Plan

Vermont Public Television's Business Plan

Vermont Public Television's Integrated Development Plan

University of Utah Giving Clubs and Recognition Policy

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

Stewardship Policy for KCET

Stewardship Policy for University of Utah

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.

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.

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

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.

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

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

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

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

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

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

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

KPBS has placed all its news initiatives in a series of reporting funds in which it invites individuals, foundations, and businesses to invest.

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.

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.

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.

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.

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

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