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Read the Writing on the Wall (Street).
Lawson, David M. – Currents, 1999
In college and university fundraising, mergers and initial public offerings can create donor-deadlines windows of opportunity during which prospective donors can make tax-favored major gifts. Development officers need to monitor their prospects' holdings for these deadlines. Categories of donor prospects to consider and indicators to watch are…
Descriptors: College Administration, Donors, Economic Climate, Fund Raising
Get the Facts on Flexible Endowments.
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
Are You Ready for Donor-Advised Funds?
Toward, Christopher – Currents, 1999
A donor-advised fund, increasingly popular for college giving, can be used by donors for immediate tax benefits and flexibility in charitable giving. The donor makes an irrevocable gift to the fund, which is considered a charitable organization, and the fund administrator invests the gift. The donor specifies the amount to be given and the…
Descriptors: College Administration, Donors, Federal Regulation, Fund Raising
To Give or Not to Give.
Wainwright, Abbott – Currents, 1985
The annual Comparative Performance Study of the National Association of College and University Business Officers (NACUBO) contains data on the endowments of 223 colleges and universities. It can help answer many donor questions. (MLW)
Descriptors: Comparative Analysis, Donors, Educational Finance, Endowment Funds
After the Close.
Freeman, Douglas K. – Currents, 1996
A tax professional experienced in trusts advises college and university fund raisers and public relations professionals on trust management issues and their role in the trust relationship. Focus is on communication with the donor and on solving situation-specific problems. Examples are offered. (MSE)
Descriptors: Administrator Role, College Administration, Donors, Fund Raising
Mutual Funds.
Dessoff, Alan L. – Currents, 1993
There is good reason for college fund raisers and business officers to collaborate on common financial interests. Communication is a key element of such cooperation. Other needs include agreement on accounting and reporting of institutional finances, agreement on stewardship of gifts (particularly with restrictions or endowments), and common…
Descriptors: Accounting, Administrator Role, College Administration, Cooperation
Full Disclosure.
Morrell, Louis R. – Currents, 1991
The article recommends that colleges and universities have a clear and detailed endowment policy that will meet donors' demands for accountability. The disclosure document needs to address investment policy and use of gifts and be communicated to trustees and staff. A collaborative relationship between fund-raising and financial operations is…
Descriptors: Accountability, Disclosure, Donors, Endowment Funds
The Divestment Dilemma.
McNamee, Mike – Currents, 1985
South African divestment issue's impact on fund-raising, public relations, and alumni relations are discussed. An informal survey revealed that the campus debate over South Africa, apartheid, and divestment has not had a noticeable effect among donors, alumni, and other constituencies. (MLW)
Descriptors: Alumni, College Administration, Donors, Educational Finance
How Does Your Endowment Grow?
Stuhr, Robert L. – Currents, 1985
Ten steps to planning a marketing strategy to increase endowments are identified: conditions of fund, ways to establish funds, guidelines for funds, good business practices, enduring nature for fund, recognition of donors, corporations, periodic reports to donors, etc. (MLW)
Descriptors: Business, Donors, Educational Finance, Endowment Funds
Expertise on Call.
Jordan, Ronald R. – Currents, 1996
College and university planned giving program administrators are advised to establish an advisory committee of financial professionals (attorneys, certified public accountants, brokers, investment advisors, financial planners, trust officers, insurance professionals) to act as a source of referrals, advice, and program support. Member selection,…
Descriptors: Accountants, Advisory Committees, College Administration, Consultants
Avoiding the Hot Seat with Endowed Chairs.
Netherton, Robin – Currents, 1995
An endowed chair that is not carefully conceived and fully funded can create problems for institutions of higher education. A well-thought-out policy should guide staff, faculty, and donors concerning level of positions available, minimum donations for each, and titles. Minimum funding figures should be based on predicted endowment income.…
Descriptors: Administrative Policy, College Administration, Donors, Endowment Funds
The Costs of Raising a Dollar.
Ryan, Ellen – Currents, 1990
A 4-year study produced workable standards for capturing comparative costs useful to college administrators in fund raising, alumni administration, and public relations. The 51 institutions of higher education that completed the study reported their expenditures and gift income for the years 1985-86, 1986-87, and 1987-88. (MLW)
Descriptors: Alumni Associations, Budgets, Comparative Analysis, Costs
An Endowment Philosophy.
Synodinos, John – Currents, 1992
To flourish, every college endowment needs a comprehensive investment and management plan. The institution must have specific strategies and targets for (1) raising more funds; (2) investing for growth, not just income; (3) determining the spending rate; and (4) transferring part of yearly surplus into endowment. Trustees must take time to…
Descriptors: Administrative Policy, College Administration, College Planning, Decision Making