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)

The Funding Associates plan at Dartmouth College, a special deferred giving project sponsored by the 55th reunion classes, is described. Components of the alumni giving program, setting policies, promoting the plan, and the program's success are discussed. (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…

Encouragement of wills and bequests is the backbone of a good planned giving program. Methods of promotion, types of will gifts, tax aspects, identification of potential donors, a simple bequest program, program evaluation, and the need for continuity and patience are discussed. (MLW)

After an intensive study, Smith College decided on outside management as trustee for their pooled income fund. Responsibilities of the trust department are listed and a description of how the planned giving program works is provided. Management is seen as crucial to the overall success of the program. (MLW)