About Phillips & Associates

Established in 1971, Phillips & Associates is a management consulting firm specializing in strategic planning, leadership development, and fundraising counsel exclusively for nonprofit institutions and organizations. Our firm has counseled clients throughout the United States involved in the fields of health and medicine, education, human services, cultural organizations, and the arts. A listing of clients served, professional references, and description of client service is on the Phillips & Associates website.

The Art of Fundraising
By Gary Phillips

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Development Office Staffing

Tools and suggestions focusing on the process of searching, reference checking, interviewing, employing, and above all benefiting from the dedicated time and talent of a development professional.

8 HIRING TIPS
Have you been effective in hiring people who work well in your organization?
Assessing Fundraising Costs
Perspectives and approaches in evaluating cost/result fundraising effectiveness
Candidate Interview Questions
Suggested questions to which answers can provide insights in the professional skills, character and capabilities of a candidate for a principle fundraising position
Conducting a Search
Conducting an effective search for a development professional can mean the difference between months of frustration and poor results, or the efficient identification and hiring of an excellent candidate
Development Office Staffing
Guideline for projecting Development Office staffing needs.
Development Office Staffing Model
Model guideline for projecting Development Office staffing needs.
Director of Development Position Description
Sample position description
Ethical Conduct. Who Judges?
Who judges your professional, ethical conduct?
Evaluating Your Development Officer
Conducting a balanced and comprehensive performance evaluation
Key Elements of a Successful Fundraising Program
Defining the key elements of a successful program: The Appeal, The People, and The Support
Operating Budget Format
An example of an operating budget format with some suggested expenditure categories and related expenditure items.
Pledge Form
A sample pledge form for refinement based on an organization's specific financial policies and procedures.
Querying A Candidate
Questions designed to reveal qualifications and attitudes of a Development Office candidate.
Reference Checking
Guide to conducting reference checks
Role of a Fundraising Professional
Success of an organization's fundraising is dependent on capable and dedicated professional staff. It's also important that professionals recognize the importance of volunteers in fundraising success.
Staff Member Code of Ethics
Set of expectations for ethical conduct
Turning Off Turn-Over
How to avoid debilitating, costly and frustrating development staff turn-over
When To Consider Retaining a Consultant
Basic considerations in determining whether or not to retain a consultant.

Phillips OnLine

Our Resource Library provides easy access to sound professional advice and experience developed by Phillips & Associates in over 500 client assignments since the firmâ€™s founding.

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