Advancement Associates Inc.

Issue No. 11 

Summer 2011

Face value

Putting together this issue gave me occasion to think about the importance of faces. A familiar face can effect trust, comfort and assurance. Such is the case for former client Freeman Academy and for AAI, where well-known faces have recently moved into new roles.


Faces play an integral part in human connections. Through portfolio pictures, social media enables users to choose the face they will present to the public; none is more explicit about this connection than--you guessed it--Facebook. View our page


The recession has changed the face of fundraising for many organizations. Now, signs of a turnaround in charitable giving are prompting some to pursue big projects. Principal Rich Gerig offers some ideas on budgeting for a capital campaign.


--Sherilyn Ortman, editor

A homegrown development officer

Five years ago Vernetta Waltner wasn't looking for a job change. She was finishing her 14th year as English teacher at Freeman Academy, a school for grades 5-12 located in southeastern South Dakota.


In the back of her mind she realized that, since their daughters had both graduated, she and her husband no longer needed her fulltime income. And she had never planned to teach until retirement. But what she would actually do instead, she didn't know. And her own quiet restlessness certainly didn't prepare her for the question her administrator would pose when he called her into his office in the spring of 2006. Read more

Drumm changes titles

Principal Becky Drumm of Advancement Associates became an associate of the firm effective July 1; Rich Gerig continues as AAI's sole owner and principal.


Drumm notes that, "Removing myself from the tasks involved with running the company won't affect our customer service or my availability to clients."


She and Gerig affirm the company's ongoing commitment to providing professional, customized service and outstanding accessibility. "This change merely represents an internal shift of responsibilities," explains Gerig. "The AAI team remains intact and will continue to offer our clients the same range of advancement services we've provided in the past."  

Ask the consultant

Q: We are considering our first capital campaign. What are some "best practices" for building an adequate, accurate budget?


A: First, we stress the importance of careful accounting for all true campaign expenses. Doing so will give your organization the best picture for your campaign's return on investment and will also help you truthfully answer a question donors often raise.


Here are the general categories often used in preparing a campaign budget (reference: Indiana University Center on Philanthropy):

a.    Personnel

b.    Communications

c.    Research

d.    Special events

e.    Printing

f.     Donor stewardship, recognition

g.    Volunteer training and support

h.    Contingency


As a rule of thumb, the smaller the campaign goal the higher the percentage required for campaign expenditures. That's because every campaign has both fixed and variable expenses, and the fixed costs--for example, new software that may be needed--are not affected by the dollars to be raised. Total campaign expenses may range from four to 15 percent of the goal. Read more



Advancement Associates, LLC 

PO Box 339
Bellefontaine, Ohio 43311



In this issue
A homegrown development officer
Drumm changes titles
Creating a campaign budget
Charitable giving on the rise
Upcoming events
Mennonite Foundation Development Conference
September 26-28, 2011
Lancaster, PA

AAI joins Facebook

Follow us on Facebook for the latest company updates, client news and more.

Find us on Facebook
Charitable giving on the rise

Giving USA Foundation™ and its research partner, the Center on Philanthropy at Indiana University, announced in June that total charitable contributions from American individuals, corporations and foundations were up in 2010.


Read about the study

Our team

Richard L. Gerig, MEd, Principal
Rebecca S. Drumm, CFRE, Associate
J. Daniel Hess, PhD, Associate

Sherilyn R. Ortman, BA, Associate

Michael D. Wiese, PhD, Associate

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