A questionnaire was sent to recipients listed in the "Gifts and Grants" section of "The Chronicle of Higher Education" to learn more about recent challenge grant experiences. The formulas for earning the matching funds were diverse. Some experiences with challenge grants are described. (MLW)

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)

Offers a checklist of characteristics of sound and vigorous college foundations. Explores ways of revitalizing foundations, including qualifying for tax-exempt status, activating a board of trustees, appointing dedicated professional staff, acquiring seed money, developing a fund-raising plan, and planning fund-raising strategies. (DMM)

The case statement ranks as the most important piece of literature in a fund-raising campaign. It describes the purpose, program, and financial needs of the institution. Ways to approach writing case statements are provided. (MLW)

Examination of corporate donations of cash, products, service, and expertise to libraries highlights industry contributions in 1980; why corporations give; examples of corporate donations to various libraries (Brooklyn Public, New York Public, Altoona Area Public, Boston Public); planning fund-raising compaigns; and seven strategic planning…

Discusses public and private funding sources for schools that need additional money to fund computer projects, providing a list of 11 such sources (complete addresses included). Also discusses ways to locate successfully funded projects. Suggests getting support from parents, civic groups, and the business community. (JN)

Case studies demonstrate four capital packaging approaches: a comprehensive statewide enterprise program for Pennsylvania; a county-based industrial development fund in Chautauqua County, New York; an employee buyout in Saratoga Springs, New York; and establishment of a small venture capital company in the Kentucky Highlands with Office of…

This study surveyed fund raising professionals concerning the reading materials that they felt were important in the preparation of fund-raising executives. Each of the 39 individuals surveyed was asked to name five readings. A total of 80 different items were identified, of which 7 were identified as important by 20 or more respondents. These…

The literature in the field of higher education fund-raising places development officers into four roles: (1) salesman, which emphasizes soliciting gifts; (2) catalyst, working behind the scenes to support fund-raising activities of presidents and volunteers; (3) manager, which requires organizing fund-raising programs and staff; and (4) leader,…

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.…

The history of voluntary support during recessions is mixed, but the question is less whether a college should launch a fund-raising campaign than whether it can afford not to. By waiting for good economic times to campaign, the message of urgency is weakened. (MSE)

Three methods for reporting the value of a deferred gift are described: the tax method, net realizable value, and fair market value. Three major categories of deferred gifts are identified: pooled income funds, charitable remainder trusts, and charitable gift annuities. (MLW)

Corporate philanthropy, it is suggested, has as much to do with the desire of American business to create an influential community profile as with the desire to fulfill its corporate responsibility. Delta College began attracting corporate attention when it bought and began to operate its own Public Broadcasting System station. (MLW)

Using paid phonathon callers, it is argued, will increase dollar and percentage response without hurting college volunteer programs. Arguments in favor of paid callers are summarized: they raise more money, they cost less, and since they are more easily available more alumni can be phoned. (MLW)