The National Association of College and University Business Officers' (NACUBO's) "Guide to Unitizing Investment Pools" addresses the principles and concepts for administering a consolidated investment pool. Unitization is the mechanism by which investment funds are pooled to maximize investment efficiencies and provide information for donors,…

To many honors administrators, fundraising is alien and frightening. This monograph is directed primarily to honors deans and directors, who have widely varying experience with fundraising. It may also be useful reading for those staff members, faculty, and development officers who have some responsibility for honors fundraising. It focuses on…

This publication describes innovative and powerful mechanisms for financing sustainability projects on campus including energy efficiency upgrades and renewable energy installations. The guide provides step-by-step guidance for establishing revolving loan funds for campus sustainability, based on the experiences of the authors in setting up such a…

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)

A stewardship report, a well-done report sent regularly to give a donor information on the use of a gift, assures the donor that the institution appreciates the gift and the giver. Some techniques are given for making stewardship reports as effective as possible. (MLW)

This handbook is designed to share successful, creative ideas and proven methods for fund raising at the elementary school level. Suggestions are based on the author's personal experience as a PTA fund raiser and on interviews conducted nationwide with people involved in fund raising. Following the acknowledgements and preface, the introduction…

In this enlightening book, nationally recognized author and fundraising consultant Stanley Levenson shows school leaders how to move away from labor-intensive, nickel-and-dime bake sales and car washes, and into the world of big-time fundraising. Following the model used by colleges and universities, the author presents a wealth of practical…

Gift clubs at significant levels give donors a reason to make significant gifts. Mega-gift clubs succeed for four reasons: they are an attractive way to recognize donors, clubs give donors who are ready and willing an opportunity to give, they offer status, and they provide donors with tax deductions. (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…

This two-part paper provides guidance on alternative sources of funding for college scholarships and describes Anne Arundel Community College's (AACC's) Scholarship Fund Raising Campaign. First, an outline is presented, covering: (1) prerequisites to fundraising (i.e., leadership, sense of direction, commitment, and a plan for identifying,…

School business officials may not be aware that their year-end Comprehensive Annual Financial Reports CAFRs) may not satisfy the reporting requirements of state departments of education or those of the U.S. Department of Education. Describes reporting anomalies, such as ghost expenditures, enterprise activities, the differentiation between…

Schools and businesses often form mutually beneficial partnerships to improve the quality of education. Businesses sponsor most projects by donating equipment, special awards, and corporate staff time for guest lectures. The concern for the productivity of their future work force inspires the interest of businesses in partnerships. On the national…

Describes two successful fund-raising campaigns conducted by the new Dean of the College of Communication at the University of Texas, Austin. Describes strategies used as a novice fund-raiser with no help from a development officer. Suggests that the Aristotelian principles will serve anyone well if he or she is willing to give it the time and…

Intended for professionals and others in the field of philanthropy, this book applies ethics and ethical decision-making to fund raising. Its primary aim is to enhance the level of ethical fund raising throughout the nonprofit sector by equipping those involved with frameworks for understanding and taking principled actions and preventing…