This monograph examines the philanthropic contributions of individuals through the existing literature and proposes future philanthropic and fundraising research that can help fill the theoretical void in the literature, thereby improving future research and fundraising in higher education. It covers the major approaches, topics, and theories…

An informal CASE sampling of alumni activities at some of the nation's Black colleges is reported. Factors contributing to alumni involvement in fund-raising drives are described, including: close contact with alumni, increase in volunteers and matching grant incentives, heightened alumni awareness of need for outside help, and phonathons. (MLW)

Describes an alumni foundation formed at a Tulsa, Oklahoma, high school. Since 1972, the group has tried to promote the school by building pride in students and teachers, furnishing needed equipment, beautifying the campus, sponsoring "outside" educators, and rebuilding alumni loyalty. The key to success was good communication with the…

This article describes several university fund-raising programs that encourage the use of credit cards and electronic fund transfer in alumni giving. Noted are some problems and guidelines on setting up the system, working with the bank, appointing an in-house expert, and maintaining personal contacts with donors. (DB)

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)

Discussion of techniques for college and university fundraising among international alumni looks at targeting prospective donors and their parents, keeping prospects connected to the institution through overseas student and faculty activities and alumni volunteers, communicating the importance of philanthropy, selecting a language to use, and…

Although nearly all the world's cultures value philanthropy, few have a recent history of giving to education. If colleges and universities make the effort to motivate their international constituents today, these alumni, families, and friends can have a significant impact on the institution's future. The first step is for institutions to examine…

One of a college development staff's greatest responsibilities is seen as helping the president and the governing board's nominating committee to build the board's fund raising potential. Developing a board profile can assess current strength in fund raising and other areas. A sample board profile form is provided. (MLW)

In developing programs for nontraditional alumni, aim for a series of targeted programs that play on the human need to belong, to be recognized, and to look good by association with success. The University of Missouri at Saint Louis' lunchtime meetings for business professionals is one such successful program. (MLW)

College fundraisers can enhance their planned-gift negotiation by focusing on donor concerns, knowing the variety of gift options available, and presenting them effectively to the prospective donor. With this approach, it is possible to choose the solution that most benefits both donor and institution. (MSE)

A survey of 300 institutions of higher education found 9 factors associated with alumni giving participation rates. These included library volumes per student; average Scholastic Aptitude Test scores of entering first-year college students; percentage of faculty with doctorates; educational and general budget expenditures per student; endowment…

This collection of 32 papers focuses on the annual fund as a basic and central part of development programs at schools, colleges, and universities. It describes the fundamental elements of the annual fund from planning to evaluation and sets forth methods of solicitation that reach all the institution's constituencies. Section 1, titled…

Telephone surveys are faster and only slightly more expensive than surveying by mail. One successful effort involved planning, setting objectives, studying market research techniques, drafting a questionnaire, using computers when feasible, sending a presurvey mailing, doing the calling, and preparing a final report. (MSE)

Charitable remainder trusts and charitable income trusts are discussed as essentials in any "marketing mix" of gift-giving options. Unitrusts and annuity trusts are described and tax benefits of the charitable income trust are explained. (MLW)

A booklet about gifts of real property used in capital campaign literature describes six ways of giving: (l) outright gift, (2) life income trust, (3) place of residence, with right to use property, (4) "bargain sale" (5) outright gift by will, and (6) gift by will, establishing a life income trust for a beneficiary. (MLW)