Publications can be helpful in promoting planned giving to colleges. Suggestions address basic brochures, response forms, a planned giving column, advertisements, bequest mailings, a year-end tax letter, newsletters, fund description, and assets inventory. Simple or sophisticated, they can be effective marketing tools. (MSE)

An institutional development audit is a comprehensive evaluation of a program, its operations, and its people. Information is analyzed to assess: institutional mission, personnel and organizational structure, financial resources, program management, communication, and overall program effectiveness and efficiency. (MLW)

Seven simple ways for college fund-raisers to recognize donors successfully are outlined, illustrated with the experiences of colleges, universities, and other organizations. Institutions are urged to thank donors accurately, publicly, privately, frequently, appropriately, innovatively, and sincerely. (MSE)

An institutional advancement administrator draws on experience running an office with limited resources to offer suggestions to others, including putting basics in place first, then fine-tuning them, and developing a do-everything publication, a plan for special events and fund-raising, an annual giving structure, and a strong core of volunteers.…

Flexible endowments are a form of planned giving agreement letting highly motivated donors give endowment-level funding to colleges and universities before they are able to make an outright gift. The donor commits to giving the institution the amount of money an endowment would have generated each year until the endowment principle is fully…

The job of a college or university planned-giving officer is to seek gifts that the college will receive after the donor's death. It requires substantial interpersonal skills, legal and financial knowledge, and understanding of donor attitudes. While dealing with potential donors requires great tact, the gifts are often substantial. (MSE)

A guide to student fund-raising activities offers 10 rules for successful fund-raising, guidelines for selecting the appropriate kind of event or campaign, and 9 possibilities: selling a popular item; food functions; gaming/gambling events; sporting events; social events; social selling events; talent shows; services; and solicitation. (MSE)

Technological advances can be very helpful in managing college development functions, including organizing information on prospective individual and group donors, managing development staff, and precise and complex recordkeeping. Continued user demands promise to spur development of further program management techniques and tools. (MSE)

Statistical modeling provides a method for colleges to use alumni-development information to create an equation predicting who is likely to respond positively to fund-raising appeals. This can make fund raising more cost-effective, provide higher returns on minimal investment, provide results quickly, and improve competitiveness. Resources…

The structure and functions of college development committees are discussed. The development committee of a board of trustees, also known as "the institutional advancement" committee, is responsible for ensuring the operation of the fund-raising program. Whether the development committee works through a foundation or directly for the…

Strategies used at Oberlin College to justify a budgetary increase for alumni programs are outlined, along with suggestions for budgetary planning. Alumni program coordination with other important programs--such as recruitment, career exploration, and attracting experts to campus--is suggested. (MSE)

Federal regulations governing receipts from fund-raising events at colleges and universities are summarized, including rules concerning tax deductions for raffle tickets, how and when to acknowledge donor gifts (cash or non-cash), and disclosure of fair market value. (MSE)

The college development office must treat major gift prospects as they would regular major donors, involving the president, providing broader and deeper cultivation, and consistently personalizing the process. The process is a long-term one and requires planning. The principal gifts manager optimally handles no more than 50 prospects. (MSE)

Discusses a variety of fun activities that college and universities can develop as alumni fund-raising events: a golf tournament; scholarship auctions (silent, on-the-spot, live televised, and live); charitable raffles; duck dashes; themed banquets; and a tuition raffle. (MSE)

Donor recognition societies, or gift clubs, are used by colleges and universities to thank and encourage donors. For such giving mechanisms to fulfill their potential, they must be carefully planned and administered. Issues to consider include setting gift levels based on institutional goals, establishing rules for counting eligible gifts, and…