A planned giving officer is seen as an asset to college/university development for technical expertise, credibility, and connections. Attorneys, certified public accountants, bank trust officers, financial planners, investment advisers, life insurance agents, and real estate brokers may be qualified but probably also need training. (MSE)

Although volunteers serve many useful functions in fund raising, soliciting gifts should be left to staff. Volunteers are hard to recruit, keep, motivate, are unreliable, lacking in expertise, and they can balk at the realities of development tasks. Development offices should carefully think through the appropriate roles for these individuals.…

College and university professionals in publications and public relations recount how they have effectively coped with significant budgetary setbacks. Strategies include more careful and cost-conscious planning, staff reorganization, and reductions in printing and mailing costs. (MSE)

Using a system of alumni class agents for college advancement can be effective, but common problems include weak class identity, large class size, overburdened staff, and poor class communication. Institutions can help by offering on-campus training for class agents, communicating regularly, and recognizing agents' contributions and successes.…

Volunteer fund raisers for colleges bring enthusiasm, perspective, motivation, and influence to the task of soliciting gifts. They stretch staff time, fill out the fund-raising team, and cost little. Careful definition of responsibilities, recruitment, training, and monitoring and rewards for good work are essential to getting the best results.…