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…

Discusses the need to organize and maintain public relations through adequate internal and external communication. Cites use of orientations, manuals, newsletters, closed-circuit TV and films, and special group meetings for internal communication. Press relations, publications, special events and speakers, and fund raising activities are described…

Examines ways parishes or schools can promote deferred gifts, payable on death to the parish or institution. Suggests that financial planning seminars and will clinics, planned-giving promotion committees, and dissemination of free pamphlets on estate planning are good ways to promote these bequests. (DMM)

Offers a checklist of characteristics of sound and vigorous college foundations. Explores ways of revitalizing foundations, including qualifying for tax-exempt status, activating a board of trustees, appointing dedicated professional staff, acquiring seed money, developing a fund-raising plan, and planning fund-raising strategies. (DMM)

The case statement ranks as the most important piece of literature in a fund-raising campaign. It describes the purpose, program, and financial needs of the institution. Ways to approach writing case statements are provided. (MLW)

Case studies demonstrate four capital packaging approaches: a comprehensive statewide enterprise program for Pennsylvania; a county-based industrial development fund in Chautauqua County, New York; an employee buyout in Saratoga Springs, New York; and establishment of a small venture capital company in the Kentucky Highlands with Office of…

This step-by-step primer helps teachers develop effective grantseeking methods that will enable them to secure funds. It shows teachers how to select the right funding sources, organize proposal ideas, write a convincing and well-prepared proposal, identify who will evaluate the proposal and the scoring system they will use, and efficiently…

Briefly traces the history of community college foundations and outlines the steps involved in setting up a foundation. (MB)

Fund-raising professionals explain why private fund raising is important for metropolitan public universities, and describe the beginning of a $50-million campaign at the University of Massachusetts, Boston, a 33-year-old institution that had never mounted a major fund-raising effort. Development of campaign strategy, key campaign elements, and…

Under existing laws, the federal and some state and local agencies can hold current real estate owners liable for cleaning up property contaminated with hazardous wastes. This applies whether the property is purchased or comes as a gift. Schools should develop hazardous-gift policies and investigation procedures. (MSE)

This article presents five guidelines for running a successful faculty-staff fund drive, illustrating them with anecdotal evidence from recent college and university fund drives: (1) educate your constituents; (2) tailor your campaign; (3) choose your leader; (4) guard against disaster; and (5) make it easy to give. (MDM)

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…