A training manual for volunteer fund-raisers is presented. The technique of soliciting is described and an interview with top volunteer Jerome Stone on fund-raising is included (MLW)

Flexible endowments are a form of planned giving agreement letting highly motivated donors give endowment-level funding to colleges and universities before they are able to make an outright gift. The donor commits to giving the institution the amount of money an endowment would have generated each year until the endowment principle is fully…

To raise money for endowment, there needs to be a mix of strong leadership, solid fund-raising technique, and confidence-inspiring endowment fund management. These ingredients have helped Berea College increase its endowment to more than $100 million. (MLW)

The annual Comparative Performance Study of the National Association of College and University Business Officers (NACUBO) contains data on the endowments of 223 colleges and universities. It can help answer many donor questions. (MLW)

Offers guidelines for creating a strategic plan for a college or university's annual fund. Identifies benefits of strategic planning and describes six planning approaches using examples from various institutions. Two planning prototypes, from McKendree College (Illinois) and the University of Southern California, are included. (DB)

Guidelines for conducting an annual fund at colleges and universities stress the importance of aggregate donor behavior and donor value, rather than solicitation technique, in driving strategic planning and goal-setting. Suggests fund raisers track three measures of donor participation: donor retention, lapsed donor reactivation, and new donor…

Capital campaign strategies that helped rally support for seven community colleges are described. An attractive college profile, enthusiastic volunteers, effective training, community contacts, and high internal morale helped create good donor support. (MLW)

Successful college endowment fund raising requires getting more gifts from high-level donors and bringing more donors into the fold. Institutions use a variety of approaches, including greater emphasis on general giving, endowment campaigns, state matching grants, and special programs to introduce endowment giving to a larger audience. (MSE)

Colleges and universities can realize the full potential of women's philanthropy by gender-sensitive cultivation and solicitation strategies. Insights are offered into why and how women give, generational differences in giving patterns, and the real or imagined barriers to cultivating women donors. Two women in philanthropy and several successful…

The effects of poor planning may show up at the beginning of a college fund-raising campaign or much later, perhaps at a crucial stage in soliciting a leadership gift. Proper preparation starts with developing an overall institutional plan and moves to readying the development program for the upcoming drive with a campaign plan. (MLW)

The basic issues a college capital campaign feasibility study should resolve are discussed, and the major players are described. The feasibility study seeks to answer six questions: the campaign's case, leadership, the goal, the institution's ability to raise the money, timing, and the plan of action. (MLW)

Ten steps to planning a marketing strategy to increase endowments are identified: conditions of fund, ways to establish funds, guidelines for funds, good business practices, enduring nature for fund, recognition of donors, corporations, periodic reports to donors, etc. (MLW)

This paper examines the study and practice of academic fund raising, reviewing the major trends in both the scholarly and professional literature and summarizing recent research on the topic. It considers the history of academic fund raising, institutional advancement, and the psychology of giving, discussing research that looks at the social and…

The academic community has developed widespread consensus that trustees must balance two competing "goods" when managing their institution's endowment: first, support of current operations--preferably in a manner that dampens year-to-year volatility--and second, preservation of the endowment to serve future generations. That is to say, trustees…

Revised Council for Advancement and Support of Education (CASE) standards for reporting college and university fund-raising income take effect in July 1997. Some of the changes affect what front-line fund raisers say to donors and what they ask them to sign. The major change is to present-value calculation of gifts, critical in reporting planned…