Flanner House Collection

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

 
Last updated by bburk on 03/13/2009