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)

Using McDowell County (North Carolina) Public Alliance Linking Schools (MCPALS) as an example of a working school foundation, this article offers districts advice on picking a board, setting goals, choosing a director, designing fund-raising activities, and applying to large private or corporate foundations for funding. An inset provides a list of…

To raise money for endowment, there needs to be a mix of strong leadership, solid fund-raising technique, and confidence-inspiring endowment fund management. These ingredients have helped Berea College increase its endowment to more than $100 million. (MLW)

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…

The report of the Pittsburg State University (Kansas) development program for fiscal year (FY) 1991 addresses the annual fund, planned giving, the Pittsburg State University (PSU) Foundation, the Capital Campaign, and development plans for FY 1992. The university strives to provide additional private funding to supplement state support. Total…

The report of the Pittsburg State University (Kansas) development program for fiscal year (FY) 1989 addresses the annual fund, the campaign for distinction, the Pittsburg State University (PSU) Foundation, and development plans for FY 1990. The university strives to provide additional private funding to supplement state support. Total private…

The annual Comparative Performance Study of the National Association of College and University Business Officers (NACUBO) contains data on the endowments of 223 colleges and universities. It can help answer many donor questions. (MLW)

The modest foundation that publisher DeWitt Wallace established for Macalester College (Minnesota) in 1981 suddenly became $200 million in 1990. Previous strategic planning has laid a foundation for decisions regarding use of the assets, which will be used to strengthen the faculty, curriculum, student opportunities, and facilities. (MSE)

Offers strategies for teachers of the gifted to increase their budgets through fund development, including annual giving, capital campaigns, endowments, and planned giving, such as irrevocable and revocable charitable gifts. Teachers are urged to do research, follow procedures, get organized, keep accurate records, appoint strong leadership, and…

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…

Reasons for increasing fund-raising efforts among Australian colleges and universities are outlined. Theories of fund-raising are contrasted with current practice, and a model is developed that includes specific suggestions and considerations for administrators in planning an advancement program. (MSE)

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…

Ten steps to planning a marketing strategy to increase endowments are identified: conditions of fund, ways to establish funds, guidelines for funds, good business practices, enduring nature for fund, recognition of donors, corporations, periodic reports to donors, etc. (MLW)