The business office is seen as a powerful ally in obtaining planned gifts and also plays a central role in the management of such gifts. A cooperative relationship between the development office and the business office is necessary. Arranging and managing planned gifts are discussed. (MLW)

Many American institutions have turned their backs on millions of dollars from Middle East oil-producing countries for fear of strings attached that might limit faculty hirings or what would be taught or might discriminate against Jewish or other scholars. (MLW)

In order to increase alumni giving and participation at DePaul University, efforts were focused on the law school alumni. With the success of the lawyers gift club, a club for accountants was organized. The success of the gift clubs is described and the effect on the annual fund is discussed. (MLW)

College trustees, it is suggested, should be alert to possible sources of support, willing to use their influence to establish priorities, support the necessary budget for development programs, and establish a development program or enhance and strengthen it. An institutional checklist for a fund raising audit is provided. (MLW)

A study of corporate giving patterns to Northwestern University supported two long-held beliefs about fund-raising. Those beliefs are that extensive cultivation and substantial corporate ties increase giving. However, the study discredited the beliefs that the old-boy network and extensive alumni contacts increase giving. (MSE)

Foundations created by public institutions to aid in fund-raising activities and to gain flexibility in managing private gifts are discussed. The partnership between the university and its foundation, including policy and management problems, is addressed. (MLW)

Few colleges and universities are putting enough emphasis on corporate support. Six actions aimed at raising money from corporations are identified: appoint a director for corporate relations, target corporations, cultivate corporations, make proposals, reward a corporation by informing it of project results, and recognize the corporation with…

Small liberal arts colleges are not likely to benefit substantially from increased corporate support of higher education. By concentrating on corporate efforts close to home, Union College of Schnectady (New York) has increased its annual fund income and built corporate support. A description of its annual business campaign is presented. (MLW)

Alumni media experts were asked to donate their time and talents to the Wittenberg fund raising campaign. A Communications Advisory Committee was formed and a comprehensive public relations plan was proposed to penetrate media in selected areas. Some committee suggestions included faculty interviews, editorial support, public service time. (MLW)

Points to consider when contemplating a national alumni program are reviewed, including: (1) the program will be expensive, (2) a national clubs organization will take staff time, (3) volunteers will be used effectively, and (4) the college will come alive to those who rarely get to the campus. (MLW)

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)

A marketing approach is offered for efficient college or university fund raising. The marketing formula approaches donors with a case that presents a positive image, acts as an investment prospectus, is written from the donor's perspective, and stresses the institutions's strengths, rather than its needs. (LC)

"Planned giving," the term preferred over "deferred giving," should be incorporated by institutions in their development portfolios rather than risk losing the allegiance of major donors and their donations. Professionalism is seen as the hallmark of successful fund-raising. Responsibilities of the governing board are outlined.…

Private giving through gift annuities, charitable remainder trusts, and bequests is discussed. A commitment of trustees and administrators by allocating adequate money and staff is necessary. The kinds of institutional commitments that a program administrator should insist on are outlined, along with a statement of policies and guidelines. (MLW)

Virginia Wesleyan College's planned giving program reveals the importance of such a program regardless of how modest. Advice provided includes: don't defer efforts because of small staff, know long-range needs of college, don't underestimate the potential donor, publicize bequests, begin with established constituencies, and employ retired…