This guide for the governing boards of independent institutions discusses conducting a comprehensive fund-raising campaign. A comprehensive fund-raising campaign is broader and more strategic than past capital fund raising campaigns. Its financial goals include all potential gifts from annual fund donors, all gifts for the endowment, all gifts for…

Outlines the benefits and steps of establishing an education foundation to raise supplementary funds for the long-term benefit of a school district. (MLF)

Charitable remainder trust (CRT) is formal, legal arrangement whereby individual irrevocably transfers assets to trust. Income produced by trust is paid out to grantor and spouse for remainder of their lives. Pooled income for smaller deferred gifts is similar to CRT. Explains how those trusts can benefit both school district foundations and…

This book is a guide to the major elements of planning and conducting capital campaigns for colleges and universities. Chapter 1 provides an overview of a capital campaign and reviews the elements needed before campaign planning begins. Chapter 2 offers some historical background of development programs, and discusses selection of a campaign…

Ten issues most likely to influence institutions this year include tuition policy and financing, capital renewal and replacement, charitable giving, scientific equipment and laboratories, endowment management and spending policy, research funding, corporate contributions, minority enrollment and hiring, debt financing and debt capacity, and cost…

A guide to policies and procedures of the University of Rhode Island Foundation is presented. Attention is directed to the following concerns: fund-raising policies, the act incorporating the University of Rhode Island Foundation, by-laws, dual signature system, nominating committee responsibilities and procedures, policy and guidelines for the…

This study examines major issues in, and effective practices for, private funding for elementary and secondary public education in British Columbia. The sources and allocation of funds for school districts and schools were investigated, along with their funding practices. Using data on funds obtained from a representative sampling of 13 districts…

This guide examines the scope and structure of college and university comprehensive fund-raising campaigns. It focuses on the responsibilities of boards and trustees in planning, overseeing, and actively participating in such campaigns, which are defined as institutional fund-raising initiatives which take place over a predetermined time period,…

This volume explains the principles of fund raising from the board member perspective, and offers some practical suggestions in the implementation of those principles. Because the board of trustees is the central focus, the presentation starts and ends with board leadership. Chapter 1 describes board responsibilities and chapter 9 describes how…

Sources of funds for campus capital renewal and replacement are discussed, including the operating budget, external sources, conversion of assets, and innovative techniques. Current funds can be obtained from tuition and fees, external sources, and sales and services of educational or auxiliary operations. Public universities are more heavily…

Fund-raising is one of the college or university governing board's most basic and important responsibilities: The annual fund is the platform from which all other fund-raising activities flow, and the board plays a key role in planning, implementing, and monitoring comprehensive campaigns, which are major efforts, focused on long-range financial…

This book presents 11 case studies of effective partnership fundraising at various institutions of higher education. After a foreword by Peter McE. Buchanan and a preface and introduction by Frank H.T. Rhodes, chapters are: (1) Successful Fund Rising at a Large Private Research University: Cornell University (Frank H. T. Rhodes and Inge T.…