Resources & Useful Links

LAHSAI Document Library

 

Recruitment, Retention & Affordability  

A Different View of Affordability – February 3, 2013 (presented by Measuring Success and PEJE)
Learning From Parent Voices – February 2013 (published by PEJE and Measuring Success)
Making Ends Meet – June 2010 (published by California Budget Project)

 

Endowment Development

DSAT: Development Self-Assessment Tool – developed by PEJE
Volunteer and Staff Roles in Major Gifts Fundraising – developed by The Collins Group

Sample Development Director Job Descriptions:

 

Donor Management Systems – Idealware Review
Sample Development Policy, Plans, and Tools
LAHSAI Endowment Policy
Roles & Responsibilities Planning Matrix – The Collins Group
Sample 12-Month Development Plan – PEJE
Sample Moves Management Grid – Created by Jennifer Weinstock for PEJE
LAHSAI Fundraising Case Statement
Guidebook: Creating a Case Statement for Jewish Day School -PEJE
Donor Prospect Sheet– Janet Levine Consulting
Sample Pledge Agreement
Pledge Agreement Form Blank
Creating Gift Acceptance Policies – Beth Engel, Associate at Gardner, Carton & Douglas
Understanding and Drafting Gift Acceptance Policies – Kathryn W. Miree
Sample Gift Acceptance Policy

 

Perhaps one of the most comprehensive resources centers for endowment development is PEJE’s Endowment Knowledge & Resource center. With sample documents, tips for success, videos and articles it is a one-stop shop for everything day school endowment related.

One of the greatest illustrations of the concept of waiting now to reap benefits with interest later is the Marshmallow Test, originally conducted by Stanford University: