Emory University (Georgia) has advanced its fundraising by leveraging a $2 million challenge from the Coca-Cola Foundation. The school publicized the challenge, made the case for an added incentive to give, and integrated advancement functions to get greater results. Challenge grants can come from industry, foundations, and alumni; and careful…

Five ethical dilemmas in college and university advancement are outlined, and responses of professionals to each are cited. Dilemmas include renaming a building, originally named for a generous donor, in honor of another donor funding renovation; paying for copying of sensitive documents; use of designated donations; handling of a donation made in…

Advancement services, the group of functions that support fundraising and alumni relations, has evolved to include donor relations and stewardship, data processing analysis and programing, budget development and analysis, and event management. Centralizing these services under a single manager can lead to greater productivity. (MSE)

Discussion of investment of planned gifts to colleges and universities identifies three common administrative problems (inappropriate investment strategies, tracking of performance, no performance comparisons), three factors focusing greater attention on planned gifts (fiduciary responsibilities, rapid growth in planned giving, donor…

Reasons and techniques for encouraging planned giving among baby-boomers are outlined, and one approach is detailed. This involves recruiting a volunteer financial services team of alumni to host financial presentations for fellow alumni in their local areas, and developing a newsletter for the target alumni population. The fund-raising program at…