The report of the Pittsburg State University (Kansas) development program for fiscal year (FY) 1991 addresses the annual fund, planned giving, the Pittsburg State University (PSU) Foundation, the Capital Campaign, and development plans for FY 1992. The university strives to provide additional private funding to supplement state support. Total…

The report of the Pittsburg State University (Kansas) development program for fiscal year (FY) 1989 addresses the annual fund, the campaign for distinction, the Pittsburg State University (PSU) Foundation, and development plans for FY 1990. The university strives to provide additional private funding to supplement state support. Total private…

The principles and techniques governing successful capital campaigns are presented, with an emphasis on the similarities of the process for a wide range of nonprofit organizations, including arts-related, religious, educational, community, and health care organizations. The following chapters are provided: (1) "The Key Components of a Capital…

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)

Suggestions are given to help the student financial aid office develop its own systematic approach to (1) processing information received on private sources of financial aid; (2) conveying this information most effectively to students; and (3) assisting students in locating private funds. (Author/MSE)

Recently, the Council for Advancement and Support of Education (CASE) revised its standards for annual gifts and campaigns. The purpose was to erase ambiguities, establish tighter definitions for certain types of gifts, and ensure greater clarity about best management practices. In addition, the effort created a reliable database of campaign…

Offers advice on the principles of successful fund raising, specifically addressing small libraries and fund raising for automation. The discussion covers the need for careful planning, identification of receptive funding sources, and clear communication of needs and objectives. A sidebar provides information on the Foundation Center, an…

New concentrations of wealth in the United States have not been accompanied by increased private philanthropy for higher education. To inspire large gifts, college development professionals must build a compelling case for transforming education. (MSE)

The modest foundation that publisher DeWitt Wallace established for Macalester College (Minnesota) in 1981 suddenly became $200 million in 1990. Previous strategic planning has laid a foundation for decisions regarding use of the assets, which will be used to strengthen the faculty, curriculum, student opportunities, and facilities. (MSE)

In a model for training physicians in management, a privately funded program has a physician-fellow working in a community-based private practice to produce compensation for work done and fund academic training. Institutions can thus use clinical income to expand management training within contexts of existing academic missions and patient care…

A review of some alumni research conducted at Stanford University (California) and the ways the findings have been used indicates the range of development and alumni-relations issues for which market research can be valuable. It also demonstrates the value of ongoing, rather than occasional, research. (Author/MSE)

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…

This paper discusses five issues in values and ethics relating to educational fund raising: (1) how should fund raising relate to the overall priorities of the institution? (2) what is the proper relationship between the institution and the donor? (3) what information is the institution obligated to present or make available with respect to its…

As state and federal governments and private industry begin to slow the pace of giving to institutions of higher education, the planned giving officer becomes increasingly interested in competing for the gifts given through philanthropy. A study was conducted using 3,006 questionnaires obtained from members of the Association of Planned Giving…