Basic literature sources about the field of institutional advancement are listed. The list is divided into seven categories: higher education in general, institutional relations, fund raising, alumni administration, government relations, publications, and executive management. (MLW)

The large-gift donor is one of a college's most important assets. For this reason, contacts with these donors should be regularly and systematically reviewed. Five main purposes or designated uses of gifts are categorized: faculty support, student aid, buildings, program support, and libraries. (MLW)

An informal CASE sampling of alumni activities at some of the nation's Black colleges is reported. Factors contributing to alumni involvement in fund-raising drives are described, including: close contact with alumni, increase in volunteers and matching grant incentives, heightened alumni awareness of need for outside help, and phonathons. (MLW)

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)

Personal solicitation is seen as the most effective way to produce a gift. Specific steps for solicitation are identified: preparation, approach, presentation, and close. Leadership and volunteer training needed for the annual fund drive are discussed. University of Georgia examples are included. (MLW)

Ten institutions of higher education--large and small, public and private-- were surveyed about their resource-raising and revenue-producing enterprises. Examples include: bingo games, a mansion used for weddings, receptions, and corporate parties, and buying a television station. (MLW)

Ideas that have helped the University of Richmond win corporation support are identified: develop impact statements; research each prospect; schedule corporate days on campus; plan executive information sessions on campus; give return for support; use one gift to increase others; extend pledge period; use team approach; and thank donors. (MLW)

One of a college development staff's greatest responsibilities is seen as helping the president and the governing board's nominating committee to build the board's fund raising potential. Developing a board profile can assess current strength in fund raising and other areas. A sample board profile form is provided. (MLW)

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…

Telephone surveys are faster and only slightly more expensive than surveying by mail. One successful effort involved planning, setting objectives, studying market research techniques, drafting a questionnaire, using computers when feasible, sending a presurvey mailing, doing the calling, and preparing a final report. (MSE)

Charitable remainder trusts and charitable income trusts are discussed as essentials in any "marketing mix" of gift-giving options. Unitrusts and annuity trusts are described and tax benefits of the charitable income trust are explained. (MLW)

A booklet about gifts of real property used in capital campaign literature describes six ways of giving: (l) outright gift, (2) life income trust, (3) place of residence, with right to use property, (4) "bargain sale" (5) outright gift by will, and (6) gift by will, establishing a life income trust for a beneficiary. (MLW)

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)