The "Theory D" executive is a decision planner who loves donors and designs big dreams, who marshals the energies of staff and volunteers systematically toward the long-range goals of the organization. A dozen traits of the "Theory D" executive are described. (Author/MLW)

The annuity and trust income program (deferred giving) permits donors to give more than they thought they could. Suggestions for establishing and monitoring such programs are offered in this article, which is a condensation of remarks at the National Conference on Trusteeship. (Author/LBH)

It is proposed that nonprofit institutions having trouble raising funds often have a board that is indifferent, distracted by other commitments, or unwilling to face up to its fund-raising responsibility. Five fundamental principles of fund-raising that focus on donor attitudes are outlined, and specific problems of board participation are…

While mega-goal fund raising campaigns are an increasingly popular strategy, the nature of the comprehensive campaign can be confusing to constituents. Trustees must be able to explain the goal, or the campaign might lose credibility. (Author/MSE)

Claremont Men's College's investment policy that concentrated on three growth and three growth-and-income mutual funds is described. Diversification, professional management, accounting, exchanges, liquidity, expenses, and how a mutual fund works are discussed. (Author/MLW)

The key to fund raising is the donor, and fund raisers should learn to cultivate potential donors, approach them with goals compatible with their own, supplement their thinking, get them involved, and swamp them with gratitude. (MSE)

College fund-raisers should consider prospective donors of natural resource property, especially property that owners may not be developing immediately. Tax advantages to the donor can be considerable, and the college can either resell the property or keep it. Consultation with a petroleum law tax specialist is recommended. (MSE)

As private fund raising becomes an agenda priority for community college foundations, the task of revamping foundation structure for successful board involvement becomes a challenge. Committee review of the foundation board's functions and revision of bylaws can aid fund raising and enlighten the whole institution as to the foundation's purpose.…

Questions to ask when a windfall appears are discussed, including whether the gift will pay for the whole building, whether it will cover operational expenses and upkeep, or whether the donor will then determine the nature of the institution. (Author/LBH)

Philanthropy could give greater support for the kind of education that is hard to support by natural market forces--that is, liberal arts. However, higher education must not assume that corporations can or will solve all their financial problems. (MSE)

The corporate community must continue to offer tangible (financial) support to help ensure the future of U.S. colleges and universities. Suggestions from a corporate donor include: approach those companies that make up a natural constituency; encourage gift-matching; spread the base of support; consider higher tuition fees for engineering and…

The role of trustees as part of an effective fund-raising team is discussed, and fund-raising check lists for trustees and for colleges are presented by the vice president for university relations and development at the University of Michigan. (JT)

Four principal processes are described: academic planning and budgeting; facility planning and capital budgeting; fund-raising priorities; and academic appointments. Trustees are mainly concerned with the first two. Academic planning and budgeting is a year-round process, with a succession of stages that facilitates effective board participation.…

Governance trends that promise to improve quality in higher education include: regular presidential evaluation; private fund raising by public institutions; greater attention to physical plant and energy problems; meticulous long-range planning and resource management; and resistance to pressures on institutional independence. (Author/LBH)

Whether a university has a "balanced budget" is influenced by board decisions on investment, endowment utilization, and allocation of unrestricted gifts. One can only hope to protect endowment against inflation under economic conditions that make it possible to achieve a total return rate significantly higher than the rate of inflation.…