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Jordan, Ronald R.; Quynn, Katelyn L. – Currents, 1992
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)
Descriptors: College Administration, Donors, Fund Raising, Higher Education
Dove, Kent E. – Currents, 1985
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)
Descriptors: Development, Fund Raising, Higher Education, Institutional Advancement
Kirkman, Kay – Currents, 1995
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)
Descriptors: College Administration, Donors, Fund Raising, Higher Education
Currents, 1990
An experienced university fund raiser discusses the staff's role in dealing with potential donors, including developing donor awareness, knowledge, interest, involvement, and commitment; maintaining constant contact; using an effective tracking system to manage, coordinate, communicate, and stimulate major fund-raising activity; and encouraging…
Descriptors: Donors, Fund Raising, Higher Education, Interpersonal Relationship
Dailey, Bill – Currents, 1990
An actual case of successful university gift solicitation is chronicled from beginning to end, including identifying the prospect, doing appropriate research, setting a strategy, involving the prospect, making the request, closing the solicitation, and following up. Persistence and good communication skills were keys to success. (MSE)
Descriptors: Administrator Role, Case Studies, Donors, Fund Raising
Webber, Ross Arkell – Currents, 1989
Steps and strategies to help senior development officers analyze activities, delegate duties, and concentrate on the central concerns of their job are provided. A distinction is made between activity urgency and importance. The techniques of selectively ignoring certain office cues and focusing on differential advantage in selecting activities are…
Descriptors: Administrator Role, Decision Making, Fund Raising, Higher Education
Outhouse, William L. – Currents, 1991
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.…
Descriptors: Fund Raising, Higher Education, Institutional Advancement, Program Administration
Dunlop, David R. – Currents, 1998
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…
Descriptors: Donors, Educational Finance, Endowment Funds, Fund Raising
Clotfelter, Susan – Currents, 1990
Steps in developing a major college donor weekend program are outlined, including goal setting; tailoring events to reflect the best the institution has to offer; drafting an appropriate guest list; calculating costs; dealing with common problems such as low attendance, damaging media coverage, and guest list errors; and getting feedback. (MSE)
Descriptors: Donors, Fund Raising, Higher Education, Program Administration
Littlefield, Julie; Glier, John – Currents, 1992
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)
Descriptors: Fund Raising, Higher Education, Institutional Advancement, Office Management
Wylie, Peter B. – Currents, 1999
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…
Descriptors: College Administration, Cost Effectiveness, Fund Raising, Higher Education
Currents, 1995
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)
Descriptors: College Administration, Compliance (Legal), Disclosure, Donors
Pelnar-Zaiko, Ivana – Currents, 1993
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)
Descriptors: Administrator Role, College Presidents, Donors, Fund Raising
McCall, Miles; Sitton, Bob – Currents, 1999
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)
Descriptors: Alumni, Alumni Associations, College Administration, Fund Raising
Ruda, Tammie L. – Currents, 1999
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…
Descriptors: College Administration, Donors, Eligibility, Fund Raising
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