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Ready Reference Guides for the Tec de Monterrey Diploma Program

Presented are the Ready Reference Guides for the Tec de Monterrey Diploma Program.  You may download the Ready Reference booklets in PDF format.

Hard-copy versions of each Ready Reference booklet are available for order (along with a member discount) through the AFP Online Bookstore at this link.

Making the Most of Your Special Event

Logrando lo Máximo de Tu Evento Especial

Making the Most of Your Special Event: This practical guide gives you a quick overview for holding great special events. Recognize the opportunities that special events can generate, then get started choosing the right event and creating the plan, budget and timeline. This booklet contains information for working with volunteers and a readiness checklist as well as sample letters, timelines and a budget worksheet!

   

Creando su Departmento de Desarrollo

Establishing Your Development Office gives the nuts and bolts of planning, organizing, equipping and staffing a development office. Plus, read:
  • How to deal with boards and volunteers.
  • Develop a budget and fundraising plan.
  • Create "the seven documents every development office must have" to succeed.

The booklet is intended to be a working tool and is full of checklists, "how-tos" and practical suggestions for getting a new development office off and running!

   

Preparándose para una Campaña de Capital

Getting Ready for a Capital Campaign: Every development officer who is launching a capital campaign needs to keep this handy guide at their fingertips. Its practical and scannable format will help you quickly assess your organization's internal and external readiness for a successful capital campaign:

  • Are you ready for a capital campaign? Internal readiness topics include organizational structure, giving history, staffing, the board, non-board volunteers, public image and the organization's level of technology.
  • Are they ready for you? External readiness covers preliminary planning, making the case, planning study interviews and hiring and working with consultants.
The booklet includes a handy Campaign Readiness Evaluation checklist to identify if your organization is ready (or not!) to conduct a campaign.
   

Cómo Incorporar un Director de Desarrollo a la Institución

Bringing a Development Director on Board tells you all that you need to know to find, hire, and empower a new development director for your organization. Especially useful for executive directors of organizations recruiting their first professional development officer, this 60-page booklet is full of helpful information about assessing your organization's needs; identifying high-quality candidates; effective interviewing; negotiating an employment agreement and job plan and an appendix with 25 pages of handy sample documents.
   

Integrando un Consejo Directivo Eficiente

Building an Effective Board of Directors will help you identify and recruit board members and offers numerous ways to solve the age-old question: how do I get my board involved in fundraising? As with all of the Ready Reference booklets, readers will find quick, bulleted, easy-to-read copy and lots of tools such as sample forms and checklists to make your job easier.
   

Procuración de Donativos Mayores

Successful solicitations are a team approach no matter who makes the ask! In this booklet, the reader will learn how to build the solicitation team and how to implement the steps for a successful solicitation. Guidelines for training the team are included as well as practical tips, proven strategies, materials used in the solicitation process and internal forms to ensure continued success.



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