The life estate gift annuity program, which can benefit both the donor and the institution of higher education, is explained; the legal aspects are discussed; and the potential advantages and disadvantages to both parties are outlined. (MSE)

At many colleges, contributions are up in nearly all categories including: alumni gifts, corporate and foundation grants, and planned giving. While the market crash delivered a strong jolt to donor confidence, the 1986 Tax Reform Act has had more impact on giving. (MLW)

Offers advice on the principles of successful fund raising, specifically addressing small libraries and fund raising for automation. The discussion covers the need for careful planning, identification of receptive funding sources, and clear communication of needs and objectives. A sidebar provides information on the Foundation Center, an…

Reviews findings of a survey of participants at the 1986 Omaha Development Institute to determine the revenue generated for Catholic schools by various development activities between 1976 and 1986. Discusses amounts and sources of revenue, administrative structures for financial development, and budgetary influences. (DMM)

Argues that public relations and resource development, including long-range planning and marketing, have become integral functions in advancing the goals of Catholic elementary and secondary schools. Considers alumni giving, foundations, and other components of development programs. (DMM)

Confronted by diminishing prospects for adequate public financing, a small but growing number of two-year colleges are developing aggressive campaigns to bring in alumni donations. Some institutions have been highly successful. The biggest difficulty encountered is locating former students; another problem is conflicting alumni loyalties. (MSE)

New concentrations of wealth in the United States have not been accompanied by increased private philanthropy for higher education. To inspire large gifts, college development professionals must build a compelling case for transforming education. (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)

Donations to colleges and universities increased to about $9.8 billion in fiscal 1990, the second year of recovery from a drop in 1988. Accounting for inflation, overall giving grew 5 percent. However, economic downturn may cause some institutions to raise less this year than last. Alumni will likely increasingly underwrite costs. (MSE)

Planned giving officers represent their institution of higher education, and the best way to represent the institution is to focus on the best intentions of the donor. Failing to consider the donor's needs and wants could lead to loss of institutional credibility, reputation, and financial stability. (MLW)

A review of some alumni research conducted at Stanford University (California) and the ways the findings have been used indicates the range of development and alumni-relations issues for which market research can be valuable. It also demonstrates the value of ongoing, rather than occasional, research. (Author/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…

Princeton, Illinois, is a case study for districts that might be considering setting up education foundations. Interest from a permanent funding base in excess of $120,000 provides funding of grants made to the community's single high school. Consideration is given to initiatives that generate enthusiasm for learning and include the greatest…