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)

Outlines the benefits and steps of establishing an education foundation to raise supplementary funds for the long-term benefit of a school district. (MLF)

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…

Community colleges are making more aggressive and sophisticated efforts to raise funds from private sources because of federal, state, and local funding cutbacks, and some institutions are having substantial success. (MSE)

This study presents a typology for foundations to use in selecting potential revenue sources, assuming that foundations function as the comprehensive philanthropic vehicle for institutions. Data come from the author's higher education fundraising experience and a national survey of public colleges and universities and their institutionally related…

Whether a university has a "balanced budget" is influenced by board decisions on investment, endowment utilization, and allocation of unrestricted gifts. One can only hope to protect endowment against inflation under economic conditions that make it possible to achieve a total return rate significantly higher than the rate of inflation.…

Private philanthropic foundations that fund precollege programs are described in this guidebook that is designed to help the prospective grant applicant. The introduction provides information on the following: how to identify good prospects; five steps in identifying the right foundation; five matchmaking steps; strategies for fund-raising…

Guidelines for planning a fund-raising drive are offered, focusing on things not to do and rationales not to consider. Reasons to avoid include: "our constituency is confused;""to attract major prospects;""to get volunteers;""we are in a crisis situation;""our centennial is coming up;""rivals are having campaigns;" and "it's time." (Author/LBH)

After "money in general" colleges want "more endowed funds," according to a survey sponsored by the Council on Financial Aid to Education. This article describes 10 steps to facilitate additional funds for endowment. (LBH)

A three-year endowment campaign at the University of Texas at Austin is described. Other ideas from CASE members are described including alumni endowments, foundations and corporations, federal and state endowments, and unusual endowments. (MLW)

This book was written for Catholic schools ready to launch an endowment or enhance an existing one. It is intended to be a resource for both Catholic elementary- and secondary-school administrators including principals and presidents, board members, development professionals, and alumni/ae. The volume outlines the three primary sources of funding…

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)