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)

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)

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)

A research study of 48 United States corporate giving programs is described. The companies are generally large or mid-range in size and represent 15 different business and industry classifications. The size of their contributions programs ranged from $98,000 to $53 million in annual grants, with a median of $4.3 million. About three-fourths of the…

Alumni leaders should be included in a school or college capital campaign drive. The alumni office can help find prospects, provide events and programs for fund raising, promote the campaign, involve alumni staff members. Alumni themselves can assist in campaign planning and inspire others to give by donating themselves. (MSE)

Identifying and obtaining external funding for two-year colleges require an approach which is consistent with the particular scope and mission of such institutions and which takes into consideration the priorities of funding agencies. Faced with divergent functions and financial/staffing constraints, two-year college development officers must not…

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)

Fund-raising by public colleges and universities has been important in their founding and operation throughout U.S. history. At first, fund-raising was the responsibility of the president, and later also of trustees and regents. The term "development" came into use in the 1920s, when private donations were solicited to supplement public funding.…