Bill Heim Company Records, 1964-1998
Mss 036
17.0 c.f. (16 cartons and 1 flat box)
ABSTRACT
The Bill Heim Company provides management and fundraising advice to the leaders of American not-for-profit organizations. The company counsels staff and volunteers at schools, colleges, and universities; historical societies; cultural arts, youth, business, professional, and sports organizations; and foundations. The company's services are used for designing and directing fundraising and membership campaigns, expanding membership, and for program development.
The collection contains correspondence, survey reports, speeches, and publications.
ACCESS
This collection is open to the public except for records less than five years old. The copyright law of the United States (Title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted material.
PREFERRED CITATION
Cite as: The Bill Heim Company Records, 1964-1998, University Library Special Collections and Archives, Indiana University-Purdue University Indianapolis.
ACQUISITION
Presented by Bill Heim, June 1998, A1997/98-023 and October 2000, A2000/01-010.
Processed by Brenda L. Burk, Sue King, and Debra Brookhart, November 2004.
HISTORICAL NOTE
The Bill Heim Company provides management and fundraising advice to the leaders of American not-for-profit organizations. The company counsels staff and volunteers at schools, colleges, and universities; historical societies; cultural arts, youth, business, professional, and sports organizations; and foundations. They help the organization achieve a better understanding of its programs and value by conducting market research feasibility studies. They then compile and analyze the data make recommendations for action by the company. The services the Bill Heim Company provides are used for financial management, designing and directing fundraising campaigns, expanding membership, and program development.
William G. Heim, company chairman, founded the company in 1973 with twenty-three years of experience in public relations, in raising money, and in directing the fundraising program of the Ohio State University. In 1981, Rita A. Fuerst merged her marketing services firm with the Bill Heim Company. She acted successively as Vice President, President, and director of the company until 1996 when she took a seat on the Board of Directors.
REFERENCES
American Association of Fund-Raising Counsel, Inc. Member Directory. New York: American Association of Fund-Raising Counsel, Inc., 1995.
RELATED MATERIALS
Bill Heim Company. Impact of New Accounting Standards on Not-for-Profit Organizations' Boards and Management: Research Study. Granville: The Company, 1995. (Call Number HF5686.N56 I473 1995)
SCOPE AND CONTENT NOTE
Client Files, 1979-1998, consist of files on individual clients that are arranged alphabetically. The client files are the most substantial portion of the collection. These files contain feasibility studies; correspondence; campaign materials; and background information such as annual reports, brochures, histories, and paraphernalia published by the client.
Professional Development Records, 1982-1997, consist of reports and publications prepared by the Bill Heim Company to introduce their services to potential clients and speeches given by Bill Heim at professional organization meetings.
SERIES LIST
| CONTENTS | BOX | FOLDER | ||||
| Client Files, 1979-1998 | ||||||
| Alvis House, n.d. | 1 | 1 | ||||
| Amateur Athletic Union of the United States | ||||||
| Correspondence, 1984-1985 | 1 | 2 | ||||
| Market Research Study, 1984 | 1 | 3 | ||||
| Area Progress Council of Warren Company, Ohio | ||||||
| Correspondence, 1987-1988 | 1 | 4-5 | ||||
| Market Research Study, 1988 | 1 | 6 | ||||
| Publications, 1988 | 1 | 7 | ||||
| Cathedral High School | ||||||
| Correspondence, 1989-1990 | 1 | 8-14 | ||||
| Diamond Anniversary Campaign, 1990 | 1 | 15 | ||||
| General Information, 1989-1990 | 1 | 16 | ||||
| Market Research Study, 1989 | 1 | 17 | ||||
| Charlotte Chamber of Commerce, 1986 | 1 | 18 | ||||
| Cooperative Extension Service, Michigan, 1984 | 1 | 19 | ||||
| Deaconess Hospital | ||||||
| Correspondence, 1985-1986 | 1 | 20 | ||||
| Market Research Study, 1985 | 1 | 21 | ||||
| Decatur County United Fund, Inc. | ||||||
| Correspondence, 1991 | 1 | 22 | ||||
| Market Research Study, 1991 | 1 | 23 | ||||
| Doctor's Hospital, 1980-1987 | 1 | 24 | ||||
| Emergency Nursing Foundation, 1992 | 1 | 25 | ||||
| Episcopal Diocese of Southern Ohio | ||||||
| Analysis of Opinions, 1982-1983 | 1 | 26-29 | ||||
| Correspondence, 1983-1986 | 1 | 30 | ||||
| First Presbyterian Church, Granville, Ohio, 1990 | 1 | 31 | ||||
| Florida Chamber of Commerce | ||||||
| Board of Trustees Meetings, 1986-1987, 1989-1990 | 2 | 1-2 | ||||
| Correspondence, 1984-1989 | 2 | 3 | ||||
| General Information, 1983-1990 | 2 | 4-6 | ||||
| Market Research Study, 1984 | 2 | 7 | ||||
| Franklin College, 1982 | 2 | 8 | ||||
| Franklin University, 1985-1986 | 2 | 9 | ||||
| Geneva Hills, 1985-1988 | 2 | 10 | ||||
| Grant Development Foundation | ||||||
| Correspondence, 1991-1993 | 2 | 11-15 | ||||
| Market Research Study, 1992 | 2 | 16 | ||||
| Work Agreement, 1991 | 2 | 17 | ||||
| Hastings College Foundation, 1992 | 2 | 18 | ||||
| Hills of Ohio Campaign, 1991-1994 | 2 | 19-23 | ||||
| Historic Landmarks Foundation of Indiana | ||||||
| Annual Reports, 1982-1990 | 2 | 24-25 | ||||
| Correspondence | ||||||
| 1984-1985 | 2 | 26 | ||||
| 1986-1994 | 3 | 1-3 | ||||
| Fundraising and Management Program, 1991 | 3 | 4 | ||||
| General Information, 1983-1991 | 3 | 5 | ||||
| Heritage Center Campaign Materials, 1991 | 3 | 6 | ||||
| Market Research Study, 1985 | 3 | 7 | ||||
| Indiana 4-H Council | ||||||
| Correspondence, 1989-1995 | 3 | 8-17 | ||||
| Demand Analysis Study, 1987 | 3 | 18 | ||||
| Director's Handbook, 1988-1991 | 3 | 19 | ||||
| Financial Statements, 1988-1994 | 3 | 20 | ||||
| General Information, 1987-1994 | 3 | 21-22 | ||||
| Market Research Study | ||||||
| 1990 | 3 | 23 | ||||
| 1990 | 4 | 1 | ||||
| Report of the Year, 1984-1987, 1990, 1992 | 4 | 2 | ||||
| Island Theater, Sanibel Island, Florida | ||||||
| Correspondence, 1987-1989 | 4 | 3-4 | ||||
| Foundation Contacts, 1988-1989 | 4 | 5 | ||||
| General Information, 1988-1989 | 4 | 6 | ||||
| Market Research Study, 1988 | 4 | 7 | ||||
| Kansas State University | ||||||
| Achievement Reports, 1985-1986, 1988-1989 | 4 | 8 | ||||
| Annual Reports, 1985-1989, 1994-1996 | 4 | 9 | ||||
| Case Statements, Manuals, and Other Publications, 1989 | 4 | 10 | ||||
| Community Service Bureau Studies, 1987-1988 | 4 | 11 | ||||
| Correspondence, 1988-1990, 1996-1997 | 4 | 12-16 | ||||
| Essential Edge Materials, 1989-1990 | 4 | 17-21 | ||||
| Foundation Manual, 1990 | 4 | 22-23 | ||||
| General Catalog, 1988-1990 | 4 | 24 | ||||
| General Information, 1989 | 4 | 25 | ||||
| President's Club Publications, 1989-1996 | 4 | 26 | ||||
| Publications, 1988-1995 | 5 | 1 | ||||
| Ways and Means, 1987-1991 (oversized) | 17 | 2 | ||||
| Knox College | ||||||
| Annual Report and Honor Roll of Contributors, 1984-1990, 1992, 1994 | 5 | 2-3 | ||||
| Board of Trustees Material, 1986 | 5 | 4 | ||||
| Correspondence, 1984-1992 | 5 | 5-11 | ||||
| Fieldhouse Campaign Materials, 1987 | 5 | 12 | ||||
| Financial Statements, 1982-1984, 1985-1986 | 5 | 13 | ||||
| Fundraising Materials, 1984-1989 | 5 | 14 | ||||
| General Information, 1983-1994 | 5 | 15 | ||||
| Gift Reports, ca. 1979-1986 | 5 | 16 | ||||
| Library Renovation, 1989 | 5 | 17 | ||||
| Market Research Study, 1987 | 5 | 18 | ||||
| Operation Policies for the Development Program, 1987 | 5 | 19 | ||||
| Prospect Codes, n.d. | 5 | 20 | ||||
| Publications, 1987-1995 | 5 | 21-22 | ||||
| Living History Farms | ||||||
| Correspondence, 1994-1995 | 5 | 23-24 | ||||
| General Information, 1994 | 6 | 1 | ||||
| Market Research Study, 1994 | 6 | 2 | ||||
| Marietta Memorial Health Foundation, 1985-1986 | 6 | 3 | ||||
| Medina County Extension Service, 1994 | 6 | 4 | ||||
| Mount Carmel Health Foundation | ||||||
| Annual Reports, 1988-1989 | 6 | 5 | ||||
| Correspondence, 1989-1990 | 6 | 6-8 | ||||
| Market Research Study, 1989 | 6 | 9 | ||||
| Policies, 1989 | 6 | 10 | ||||
| Publications | ||||||
| 1982-1990 | 6 | 11 | ||||
| 1989 (oversized) | 17 | 3 | ||||
| Mount Dora Public Library | ||||||
| Background Information, 1989-1991 | 6 | 12 | ||||
| Campaign to Build New Public Library, 1991 | 6 | 13 | ||||
| Correspondence, 1988-1991 | 6 | 14 | ||||
| Memories of Mount Dora, 1981 | 6 | 15 | ||||
| National 4-H Council | ||||||
| Clover Leaf Trust, 1991 | 6 | 16 | ||||
| Correspondence, 1986-1993 | 6 | 17-22 | ||||
| Development Department Audit Report and Recommendations, 1991 | 6 | 23 | ||||
| Development Office, 1989-1991 | 6 | 24 | ||||
| Executive Committee Meeting, 1991 | 6 | 25 | ||||
| General Information | ||||||
| 1986-1991 | 6 | 26 | ||||
| 1986-1991 | 7 | 1-2 | ||||
| Internal Management and Fundraising Audit, 1991 | 7 | 3 | ||||
| Paradigms on Contributions, 1990 | 7 | 4 | ||||
| Strategic Business Plan, 1990 | 7 | 5 | ||||
| National Art Museum of Sport | ||||||
| Appendices, 1991 | 7 | 6 | ||||
| Correspondence, 1990-1991 | 7 | 7-9 | ||||
| General Information | ||||||
| 1991-1993 | 7 | 10 | ||||
| 1990-1991 (oversized) | 17 | 3 | ||||
| Office Procedures, 1991 | 7 | 11 | ||||
| National Rifle Association | ||||||
| Financial Statements, 1987-1990 | 7 | 12 | ||||
| General Information, 1985-1990 | 7 | 13 | ||||
| Recommendations for Action, 1991 | 7 | 14 | ||||
| North Central Mental Health Services, 1983 | 7 | 15 | ||||
| North Dakota State University | ||||||
| Bison Briefs, 1993-1994 (oversized) | 17 | 4 | ||||
| Board of Trustees Meeting, 1993 | 7 | 16 | ||||
| Campaign Materials, 1992-1993 | 7 | 17-18 | ||||
| Correspondence | ||||||
| 1990-1994 | 7 | 19-26 | ||||
| 1994-1995 | 8 | 1-2 | ||||
| Director's Strategic Planning Seminar, 1990 | 8 | 3 | ||||
| Financial Statements, 1989-1992 | 8 | 4 | ||||
| General Information, 1989-1994 | 8 | 5 | ||||
| Honor Roll of Contributors, 1991-1993 (oversized) | 17 | 4 | ||||
| Market Research Study, 1993 | 8 | 6 | ||||
| Ozbun Scholarship Fund, n.d. | 8 | 7 | ||||
| Publications, 1988-1995 | 8 | 8-9 | ||||
| Schools, 1993-1994 | 8 | 10 | ||||
| Spectrum, 1993 (oversized) | 17 | 4 | ||||
| Northeastern Ohio Universities College of Medicine | ||||||
| Akron, Canton, and Youngstown, 1993-1994 | 8 | 11 | ||||
| Correspondence | ||||||
| 1984-1985, 1989-1997 | 8 | 12-23 | ||||
| 1997 | 9 | 1 | ||||
| Financial Statements, 1991-1996 | 9 | 2 | ||||
| Marketing Committee and Annual Reports, 1995-1996 | 9 | 3 | ||||
| Publications, 1991-1996 | 9 | 4-7 | ||||
| Requests for Space in the New Facility, 1993-1994 | 9 | 8 | ||||
| Ohio 4-H Council | ||||||
| Annual Reports, 1984-1991 | 9 | 9 | ||||
| Board of Trustees Handbook, 1992 | 9 | 10-11 | ||||
| Correspondence, 1985-1994 | 9 | 12-23 | ||||
| County 4-H Endowment Handbook, n.d. | 9 | 24 | ||||
| Fundraising and Membership Management Program, 1992 | 9 | 25 | ||||
| General Information | ||||||
| 1983-1992 | 9 | 26 | ||||
| 1991-1994 | 10 | 1-2 | ||||
| Proposals, 1992-1993 | 10 | 3 | ||||
| Ohio Historical Foundation, 1983-1985 | 10 | 4 | ||||
| Ohio Society of CPA's | ||||||
| Annual Giving Campaign, 1991 | 10 | 5 | ||||
| Background Information, 1990 | 10 | 6 | ||||
| Correspondence, 1990-1991 | 10 | 7 | ||||
| Financial Statements, 1987-1990 | 10 | 8 | ||||
| Report, Analysis, Conclusions, and Recommendations, 1991 | 10 | 9 | ||||
| Pritchard Laughlin Center | ||||||
| Background Information, 1987-1990 | 10 | 10 | ||||
| Case Statement, 1989 | 10 | 11 | ||||
| Correspondence, 1989-1992 | 10 | 12-14 | ||||
| Market Research Study, 1989 | 10 | 15 | ||||
| Client Files, 1979-1998 (cont.) | ||||||
| Purdue University - Calumet | ||||||
| Executive Summary, 1985 | 10 | 16 | ||||
| Market Research Study, 1985 | 10 | 17 | ||||
| Quest International | ||||||
| Correspondence, 1987-1994 | 10 | 18-19 | ||||
| Plan for Resource Development, 1994 | 10 | 20 | ||||
| Publications, 1992-1993 | 10 | 21 | ||||
| Saint Elizabeth Medical Center | ||||||
| Consumer's Attitudes, n.d. | 10 | 22-23 | ||||
| Medical Staff Perception, 1985 | 10 | 24 | ||||
| Women's Health Care Needs, 1983 | 10 | 25 | ||||
| Saint John Hospital and Medical Center | ||||||
| Correspondence, 1990-1992 | 10 | 26 | ||||
| Publications, 1989-1992 | 10 | 27 | ||||
| Report, 1990-1991 | 10 | 28 | ||||
| South Dakota State University (SDSU) | ||||||
| Action Plans, 1995-1997 | 11 | 1 | ||||
| Activity Reports, 1996-1997 | 11 | 2 | ||||
| Alumnus, 1993-1996 (oversized) | 17 | 7 | ||||
| Board of Directors, 1995-1997 | 11 | 3 | ||||
| Campaign Cabinet, 1993 | 11 | 4 | ||||
| Campaign Materials, 1995-1997 | 11 | 5-6 | ||||
| Case Statements, 1994-1996 | 11 | 7-8 | ||||
| Correspondence | ||||||
| 1990-1997 | 11 | 9-22 | ||||
| 1997-1998 | 12 | 1-3 | ||||
| Donors, 1995-1997 | 12 | 4 | ||||
| Financial Statements, 1992-1996 | 12 | 5 | ||||
| Focus, 1991-1996 (oversized) | 17 | 5 | ||||
| Foundation Investment Performance Review, 1994, 1996 | 12 | 6 | ||||
| Foundation Materials, 1992-1996 | 12 | 7-8 | ||||
| Fundraising Letters, 1994-1996 | 12 | 9 | ||||
| General University Information, 1992-1996 | 12 | 10-12 | ||||
| Gift Reports, 1995-1997 | 12 | 13 | ||||
| Honor Roll of Contributors | ||||||
| 1992-1994 (oversized) | 17 | 6 | ||||
| 1995 | 12 | 14 | ||||
| Information Package for SDSU Alumni Council, 1996 | 12 | 15 | ||||
| Plans, September 1994 (oversized) | 17 | 8 | ||||
| Position Descriptions, 1996, 1998 | 12 | 16 | ||||
| Ram Times, n.d. (oversized) | 17 | 8 | ||||
| Reports, 1995-1997 | 12 | 17 | ||||
| Resource Packet, 1992 | 12 | 18 | ||||
| Sample Campaign Letters, 1994 | 12 | 19 | ||||
| Searching for Contributors, 1997 | 12 | 20 | ||||
| Solicitation Instructions, 1995 | 12 | 21 | ||||
| South Dakota Art Museum Campaign, 1993-1996 | 12 | 22 | ||||
| South Dakota Art Museum Publications, 1993-1994 | 12 | 23 | ||||
| Task Force | ||||||
| Correspondence, 1996 | 12 | 24-25 | ||||
| Data Analysis, 1996 | 12 | 26 | ||||
| Fundraising Information, 1993-1995 | 12 | 27 | ||||
| Interviews, 1996 | 12 | 28 | ||||
| Visions, 1995-1997 (oversized) | 17 | 8 | ||||
| Visions for the Future, 1995-1997 | 12 | 29 | ||||
| Southwest Detroit Business Association | ||||||
| Campaign Materials | ||||||
| 1995-1997 | 12 | 30 | ||||
| 1995-1997 | 13 | 1 | ||||
| Correspondence, 1995-1997 | 13 | 2-3 | ||||
| Market Research Study, 1995 | 13 | 4 | ||||
| Program Information | ||||||
| 1996-1997 | 13 | 5 | ||||
| 1997 (oversized) | 17 | 1 | ||||
| Tallahassee Memorial Hospital Medical Center | ||||||
| Correspondence, 1995-1997 | 13 | 6-7 | ||||
| Market Research Study, 1997 | 13 | 8 | ||||
| Publications, 1992-1996 | 13 | 9 | ||||
| Pulse, 1995 (oversized) | 17 | 1 | ||||
| Trustee Handbook, 1996 | 13 | 10 | ||||
| Trinity Lutheran Seminary | ||||||
| Correspondence, 1993-1994 | 13 | 11-15 | ||||
| General Information, 1990-1994 | 13 | 16-17 | ||||
| Summary of Interviews, 1994 | 13 | 18 | ||||
| University of Alberta, 1988-1992 | 13 | 19 | ||||
| University of Michigan - Dearborn | ||||||
| Best in Class Campaign Publications, 1993 | 13 | 20 | ||||
| Budget - Dearborn Campus, 1991-1992 | 13 | 21 | ||||
| Campaign Orientation and Training Session, 1992 | 13 | 22 | ||||
| Case Statements, 1992-1993 | 13 | 23 | ||||
| Correspondence | ||||||
| 1990-1992 | 13 | 24-27 | ||||
| 1992-1993 | 14 | 1-9 | ||||
| Fundraising Literature, 1991-1992 | 14 | 10 | ||||
| General Information, n.d. | 14 | 11 | ||||
| Henry Ford Estate Materials, 1990 | 14 | 12 | ||||
| Market Research Study, 1992 | 14 | 13-14 | ||||
| Model Letter and Proposal, 1992 | 14 | 15 | ||||
| Planning Retreat, 1992 | 14 | 16 | ||||
| Program Plan for New Campus Center, 1991 | 14 | 17 | ||||
| Program Statements, 1992 | 14 | 18 | ||||
| Report of Ad Hoc Committee on Technology in Support of Teaching, 1992 | 14 | 19 | ||||
| Reporter, 1991-1993 (oversized) | 17 | 1 | ||||
| Reports of Giving, 1990-1992 | 14 | 20 | ||||
| Steering Committee, 1992 | 14 | 21 | ||||
| Unit Mission Statements and Strategic Plans, 1992 | 14 | 22 | ||||
| Volunteer Notebook, 1991 | 14 | 23 | ||||
| Work Agreement, 1992 | 14 | 24 | ||||
| Wagnalls Memorial | ||||||
| Correspondence | ||||||
| 1992-1993 | 14 | 25-28 | ||||
| 1993-1994 | 15 | 1 | ||||
| General Information, 1964, 1992-1993 | 15 | 2 | ||||
| Ward, Dresman, and Reinhart, 1987 | 15 | 3 | ||||
| Wellington School, n.d. | 15 | 4 | ||||
| Welsh Hills School | ||||||
| Correspondence, 1987-1996 | 15 | 5-12 | ||||
| Market Research Study, 1991 | 15 | 13 | ||||
| New Schoolhouse Campaign, 1992 | 15 | 14 | ||||
| Publications, 1991-1992 | 15 | 15 | ||||
| Westview Osteopathic Foundation, 1982 | 15 | 16 | ||||
| YMCA of Columbus, n.d. | 15 | 17 | ||||
| Professional Development Records, 1982-1997 | ||||||
| American Association of Fund-raising Council (AAFRC) | ||||||
| Legislative Affairs, 1988-1994 | 15 | 18-20 | ||||
| Publications, 1995 | 15 | 21 | ||||
| Research, 1988-1994 | 15 | 22-26 | ||||
| Bill Heim Company, 1985-1991 | 15 | 27 | ||||
| Council for Ethics in Economics | ||||||
| Articles, 1992-1997 | 15 | 28 | ||||
| Correspondence, 1994-1997 | 16 | 1-3 | ||||
| Financial Information, 1994-1997 | 16 | 4 | ||||
| Meetings, 1995-1997 | 16 | 5 | ||||
| Program Materials, 1995-1997 | 16 | 6 | ||||
| Publications, 1994-1997 | 16 | 7 | ||||
| Executive Newsbrief, 1995-1997 | 16 | 8 | ||||
| Historic Preservation and Renovation Society, 1990-1991 | 16 | 9 | ||||
| National Society of Fund-Raising Executives (NSFRE) Government Relations | ||||||
| Articles, 1993 | 16 | 10 | ||||
| Correspondence, 1988-1994 | 16 | 11-16 | ||||
| Publications | ||||||
| General, 1995 | 16 | 17 | ||||
| Impact of Accounting Summaries, 1995-1997 | 16 | 18 | ||||
| Impact of New Accounting Principles, 1995 | 16 | 19 | ||||
| Research Study: Accounting for Contributions and Other Assets, 1997 | 16 | 20 | ||||
| Rita Fuerst Papers and Reports, 1982-1983 | 16 | 21-22 | ||||
| Speeches | ||||||
| Contributions, n.d. | 16 | 23 | ||||
| How Charitable Not-for-Profits can Meet IRS Regulations, 1991 | 16 | 24 | ||||
| Impact of Accounting, 1995 | 16 | 25 | ||||
| Medina County Project Excel, 1994 | 16 | 26 | ||||
| The Never Ending Campaign, 1994 | 16 | 27 | ||||
| Paradigms on Contributions, 1991 | 16 | 28 | ||||
| Principal Activities Required by a Campaign for Contributors, n.d. | 16 | 29 | ||||
| Raising Contributions for Community Traffic Safety Programs, 1991 | 16 | 30 | ||||
| Raising Money for Historic Preservation, 1991 | 16 | 31 | ||||
| Satisfying Your Non-Profit Educational Requirements, 1990 | 16 | 32 | ||||
| Seeking Contributions for Historic Preservation, 1994 | 16 | 33 | ||||