Ian Porter Tacquard—Alumni Relations and Special Events Manager
St. Margaret’s Episcopal School—San Juan Capistrano, Calif.
United States
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Fundraising

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CASE Statements on Compensation for Fundraising Performance
In 1991, CASE's Commission on Educational Fundraising (now the Commission on Philanthropy) released a statement on commission-based compensation for fundraisers. That statement was reaffirmed in 2005. In 2010, the Commission approved an additional statement on supplemental compensation (often described as a bonus). This page presents in one place all of CASE's statements on compensation for fundraising.

Principles of Practice for Fundraising Professionals at Educational Institutions
These principles were approved by the CASE Board of Trustees in November 2005.

Management Checklist for Development
The CASE Management Checklist for Development, created in 2005 and revised in 2013 by the CASE Commission on Philanthropy, is intended to help development managers conduct internal self-assessments of information and programs. It is not intended for use by external regulators or auditors. The checklist may be useful to both new and experienced managers as they assess their programs and may also be helpful in staff training and orientation. It is intended to be inclusive but not exhaustive, and not all items may apply to every institution. CASE also provides a Management Checklist for Institutionally Related Foundations and another for Stewardship Programs.

Donor Bill of Rights
The Donor Bill of Rights was developed by the American Association of Fund-Raising Counsel (AAFRC), Association for Healthcare Philanthropy (AHP), Council for Advancement and Support of Education (CASE), and the Association of Fundraising Professionals (AFP), and adopted in November 1993. It is a key document for fundraisers, advancement services professionals, and related disciplines.

Spring Institute in Educational Fundraising
Conference The Spring Institute in Educational Fundraising is an essential, once-in-a-lifetime experience. This residential course consists of a variety of plenary, tutorial and elective sessions and is suitable for both newcomers to fundraising and development professionals who need to brush up on their existing fundraising skills.

高校校友工作和基金筹募工作专业化研讨会2014
Conference 教育资源拓展协会(CASE)与中国高等教育学会教育基金工作研究分会和校友工作研究分会携手合办两个专为高校同仁举办的研讨会,深入探讨和研究有关高校教育事业发展专业化和关注的课题。这两个分成次的研讨会,各分两天进行,由讲师引导、现身说法, 着重案例教学,专设专题讨论课,提供互相提问和交流的平台、充分进行课题讨论。

Introduction to Fundraising and Alumni Relations
Conference Are you new to fundraising and alumni relations or the education sector? Or do you need to brush up on the basic principles? Join us for this popular introduction course, which will help you build a supportive network and understand more about your role and its fit within your institution.

European Directors Forum
Conference Shaun Horan, managing director, Graham Pelton and Corinne Degoutte, directrice de la stratégie, École des Ponts ParisTech are chairing the 2014 European Directors Forum, designed exclusively for colleagues from across Europe who have strategic responsibility for the fundraising activities in their institution.

Persuasive Writing for Fundraising
Conference This one-day intensive writing workshop guides you through the art of persuasive written communication, for internal and external audiences. It is suitable for existing fundraisers who want to sharpen their writing, or for marketing and communications and alumni relations professionals who want to turn their hands to fundraising copy for proposals or fundraising messages.

Ross-CASE Webinar
Conference Join us for the Ross-CASE Webinar

45th Annual CASE-NAIS Independent Schools Conference
Conference Raise your school's level of success. The CASE-NAIS Independent Schools Conference draws more than 1,000 advancement professionals from around the world in an effort to transform the future of advancement at independent schools.

Webinar: New to Advancement
Conference Are you "new" to advancement? Are you excited about what you are doing, but want to learn more-what is the next step? Or, are you struggling to understand how advancement fits within your organization or your career? What does it take to contribute to and build a successful advancement program and a successful advancement career?

Regular Giving Conference 2014
Conference This two-day conference combines sessions for beginner, intermediate and seasoned giving professionals. It is aimed at practitioners in higher education, schools and other sectors. View more about the event

CEO Support Key to Award-Winning Fundraising
Article Advancement leaders at community colleges recently honored by CASE credit strong presidential support of their work for improvements in their institution’s fundraising.

International Fundraising
Conference This is a one-day master class on International Fundraising

CASE Asia-Pacific Advancement Conference 2015
Conference APAC is the annual signature event in Asia-Pacific for advancement professionals from educational institutions working in alumni relations, fundraising, marketing and communications.

Development Services Conference
Conference Designed for beginner, mid and senior level fundraising/development professionals and prospect researchers, this is the ideal opportunity to gain fresh ideas and return to work with new ways of achieving your development services objectives.

Philanthropic Psychology: The Psychological Science of Giving
Conference This is a one day executive program on philanthropic psychology, conducted in Singapore.

Creating a Roadmap for Fundraising Success: Build a Fundraising Plan
Conference This is a workshop for non-profit organizations in Singapore.

Writing Your CASE for Support
Conference This is one-day master class to be held in Brisbane, Australia

District IV Conference 2015
Conference District IV Conference 2015

District VIII Conference 2015
Conference District VIII Conference 2015

District III Conference 2015
Conference District III Conference 2015

District II Conference 2015
Conference District II Conference 2015

District I Conference 2015
Conference District I Conference 2015

District VI Conference 2015
Conference District VI Conference 2015

District V Conference 2014
Conference District V Conference 2014

Overcoming the Reluctance to Build Fundraising
Article Some international school leaders in the Asia-Pacific region are still reluctant to embrace fundraising despite growing opportunity, says a CASE faculty member.

Enhancing Fundraising Practices of the University of California, California State University, and California Private Universities
White Paper This white paper investigates differences in California higher education fundraising practices across the UC and CSU systems, as well as private institutions. Twelve major fundraising practices are assessed via survey research, and a significant relationship is found between development officer qualifications and donation revenue.

Focusing on What Matters
Article Educational institutions should think less about themselves and what they need and more about their broad constituencies and what they need, said a keynote speaker at the recent CASE Conference for Community College Advancement.

Need a Consultant?
CURRENTS Article How do you know when to call a consultant? How do you make the case for a consultant? What can you expect from a good consultant? A former development chief and now consultant, Laurel Price Jones answers all of your questions about hiring an outside advisor.

UK Academic Leaders, Others Learn about Fundraising from Canadian Institutions
Article More than eight academic leaders learned about the importance of stewardship, what motivates donors to give and the impact of institutional branding during a recent CASE Europe fundraising study tour to four Canadian institutions.

Social Media Bootcamp – Mastering Content, Platforms and ROI
Conference This is a one day master class that features presenters from three different Australian institutions and an advertising expert who will share practical tips for how to better design, execute and evaluate your social media activities.

Need for Student Affairs Fundraising on the Rise
Article Student affairs programming on many campuses is expanding and so is the need for dedicated fundraising to support it, say two CASE faculty members.

The Barriers to Building a Culture of Philanthropy
Podcast Fresno State's Peter Smits discusses some roadblocks that institutions hit when attempting to grow a culture of philanthropy on their campus.

Outlook: A New View on Fundraising
CURRENTS Article With public funding for community colleges dwindling, the leaders of these two-year institutions will be increasingly focused on raising philanthropic support, necessitating a change in their traditional campus roles.

Make an Idea ‘Go Viral’
Article A marketing professor says there are rational reasons why certain ideas "go viral," several of which can be leveraged when marketing a nonprofit fundraising campaign.

District IV New Mexico Social Media Workshop 2014
Conference District IV New Mexico Social Media Workshop 2014

Asia-Pacific Institute in Educational Fundraising 2014
Conference This week-long institute brings you world-class training designed specifically for Asia-Pacific based fundraisers.

Community College CEO/Chief Development Officer Survey Report
Report Do community college presidents believe they're getting adequate support from chief fundraisers? Do fundraisers believe that their CEOs understand their roles in fundraising success? In summer 2012, CASE conducted parallel surveys of community college CEOs and chief development officers to gather their perspectives on their roles and relationship. The surveys and a presentation of the findings are included.

New Survey Explores Role of Technology in Fundraising, Alumni Relations
Article Fundraisers and alumni relations practitioners believe advancement-enabling technology, such as events management software, is central to meeting their goals but say a lack of staff prevents them from using technology more effectively. That’s according to a recent survey of advancement practitioners.

Three Paths to Fundraising Success
Article There’s more than one way for a community college to significantly improve its overall fundraising performance. Just ask three award-winning institutions from Kentucky, New York and Virginia.

Health Fundraising Gains Traction in the U.K.
Article Sensing a new market for donor cultivation, more universities in the United Kingdom are interested in integrating fundraising for health research into their existing development operations.

On the Road Again
CURRENTS Article Should you stay at a prospective donor's home? Should you accept the luxury upgrade when the rental car company offers it? Veteran fundraisers answer these questions and more while sharing their tips from getting to Donor A to Donor B with one's sanity intact.

Moving Out
CURRENTS Article Several public college and university development shops in recent years have moved fundraising operations to new or existing institutionally related foundations. The benefits of such a move include better engagement of donors and alumni in development work, but transitioning the staff can be challenging.

Taking AIMS
CURRENTS Article What is the return on every dollar spent on advancement? CASE surveyed 120 institutions for a benchmarking study on advancement investments and return.

Independent School Head/Chief Development Officer Survey Report
Report Do school heads believe they're getting adequate support from chief fundraisers? Do fundraisers believe that their school heads understand their roles in fundraising success? In fall 2011, CASE conducted parallel surveys of independent school heads and chief development officers to gather their perspectives on their roles and relationship. The surveys and a presentation of the findings are included.

Conference for Community College Advancement
Conference Join colleagues from throughout North America for the Conference for Community College Advancement. This special conference will bring together professionals from all areas of advancement at community colleges—fundraising, alumni relations, marketing and communications, and government relations—for unparalleled programing, professional development and networking opportunities.

A Snapshot of "Unraveling the Myths of Chinese American Giving: Exploring Donor Motivations and Effective Fundraising Strategies for U.S. Higher Education"
White Paper This white paper, a snapshot of the author's dissertation research, explores donor motivations among Chinese Americans and looks at fundraising strategies that higher education institutions might use to exploit those motivations. This paper will be useful for fundraising professionals who wish to develop culturally sensitive fundraising strategies.

Summit for Leaders in Advancement
Conference This annual meeting of senior-level higher education advancement professionals offers a unique chance to come together to engage in meaningful discussion about the issues affecting the future of advancement. The Summit provides access to the insider perspectives on such timely topics as public perception of higher education, internationalization and leadership. These experts will share their vision of the future and offer insight for untangling the challenges now facing our institutions.

New Best Practices in Prospect Research
Article If done effectively, prospect research has the potential to substantially improve the fundraising efforts of higher education institutions. A new report, based on an analysis of survey data from a cross-section of institutions in the United States, identifies 10 of the best practices used by high-performing fundraising programs.

Lessons for All Following Inquiry into UK University's Libyan Ties
Article The United Kingdom's former Lord Chief Justice released last month a report on the findings from an inquiry into links between the London School of Economics and Political Science and the regime of recently deposed Libyan dictator Muammar el Qaddafi. And though the focus of the investigation, including its recommendations for reform, concern but one British institution, the executive director of CASE Europe says there are lessons for those in higher education around the globe.

CASE Europe: Ethical Principles Behind the Acceptance of Gifts
Best Practice CASE Europe staff developed these 10 principles in collaboration with the Ross Group and the 1994 Group of Development Directors in September 2011.

Aligning Donor Vision with Institutional Needs
Podcast Learn what "painfully and embarrassingly obvious" maxim Chris Cox from the University of Manchester believes every development officer should remember before courting a donor. Also, catch what Cox calls a "soul-destroying" method of approaching institutional fundraising.

Out of Focus
CURRENTS Article For years, development officers have cultivated prospective donors by listening to their deepest desires. Now, development officers' work increasingly involves devising a strategy for aligning the donor's desires with the mission, goals, and needs of their institution.

Peligro claro y presente
CURRENTS Article Recibir un donativo comprometedor, de amigos, gobiernos foráneos o emprendedores con antecedentes penales, le puede pasar a cualquier institución en cualquier momento. Pero hay formas de minimizar los riesgos y problemas que esto puede causar.

Clear and Present Danger
CURRENTS Article Gifts gone bad, whether they are donations from once-friendly foreign governments now scorned or from famous entrepreneurs subsequently convicted of fraud, can happen to any institution at any time. But, there are ways to minimize risks and limit any fallout if a gift sours.

Are You Million-Dollar Ready? Characteristics of Highly Successful Advancement Efforts
Online Seminar Gifts of $1 million+ can be transformational for educational institutions, whether growing your endowment, completing a successful campaign, or funding an important program. The goal of this webinar is to assist you in becoming more "million-dollar ready" to grow transformational, philanthropic investments in your institution.

Engaging Retired Faculty and Staff as Important Philanthropy Partners
Online Seminar This webinar will outline successful retiree programs across North America that have provided a great return on investment for the colleges and universities, large and small, that have developed such programs.

Fundraising Model Proves Successful for Smaller Institutions
Article With a bit of ingenuity and complete trust in its volunteers, a two-person advancement team at a community college in California raised US$40,000 in two weeks. Officials behind the campaign blitz say their formula for success is tailor-made for two-year and four-year institutions with limited staff and resources.

District VII Conference
Conference Conference details coming soon!

Donors Optimistic About 2011 Giving
Article Fundraisers have the power to increase donor retention and gift value by communicating measurable results of giving, reports a new survey on donor giving in North America.

总裁之见:最大的错误?没有从错误中学习
CURRENTS Article 教育促进与支持委员会总裁李彬与您分享教育机构筹募十个最大的常见错误。

23nd Annual CASE Conference for Institutionally Related Foundations
Conference This annual meeting of foundation CEOs, CFOs, COOs, counsels and other senior professionals provides a forum to learn about the critical and emerging issues affecting institutionally related foundations. In-depth presentations by senior professionals set the stage for smaller elective sessions.

Women’s Philanthropy Program
Conference Designed for advancement professionals who wish to deepen understanding of female donors, manage a women's philanthropy program or related initiative, or enrich donor education programs at their institution. In partnership wit the Women's Philanthropy Institute at the Center on Philanthropy at Indiana University.

Winter Institute for Chief Development Officers
Conference Explore the most current issues facing advancement teams and discuss how best to adjust to new realities and increasing expectations for raising private dollars that transform institutions.

Advanced Development for Deans and Academic Leaders
Conference Expanding on the fundamentals presented in the Development for Deans and Academic Leaders conference, this conference digs deeper into the topics of greatest importance to academic leaders.

Planned Giving Primer
Conference This preconference workshop offers participants a refresher on all things development-including the life cycle of giving, cultivation, solicitation, stewardship and more.

Development for Deans and Academic Leaders -- Fall Session
Conference This program has become the required curriculum for deans, presidents, provosts and other academic leaders with fundraising responsibility. You will strengthen your partnership with your advancement officer and learn to engage with potential donors in productive, meaningful and authentic ways—ultimately leading to a new level of comfort and greater success with fundraising.

Development for Deans and Academic Leaders—Winter Session
Conference This program has become the required curriculum for deans, presidents, provosts and other academic leaders with fundraising responsibility. You will strengthen your partnership with your advancement officer and learn to engage with potential donors in productive, meaningful and authentic ways—ultimately leading to a new level of comfort and greater success with fundraising.

Fundraising Fundamentals: Fall Session
Conference Designed for development professionals with fewer than two years of professional fundraising experience and newcomers to education development, this conference explores the fundamentals of fundraising in education, from the annual fund to major gifts, and lays the groundwork for your successful career in advancement.

Fundraising Fundamentals: Spring Session
Conference Designed for development professionals with fewer than two years of professional fundraising experience and newcomers to education development, this conference explores the fundamentals of fundraising in education, from the annual fund to major gifts, and lays the groundwork for your successful career in advancement.

Leadership in Advancement Management
Conference Join your peers for an eye-opening management retreat. Get a better understanding of your competencies as a leader and manager, increase and/or hone mission-critical skills and gain new strategies that will work in your shop.

Faith and Fundraising
CURRENTS Article This article examines fundraising practices at schools with religious affiliations. Faith plays an important though usually subtle role in these institutions' advancement efforts because it is often important to the donors they seek out. Overall, development officers at religious colleges, universities, and independent schools use the same tactics as their colleagues working at secular schools. But the religious nature of their schools often creates strong ties between the institution and alumni, parents, and other constituents that can be beneficial when raising funds.

Multichannel Donor Marketing: "No More Talk; Let's Make it Happen!"
Article Donors don't just read email and answer phone calls; they have access to and are influenced by a wide range of media. Reaching out to donors using multiple channels not only makes sense but also has the potential for greater sustained outreach and gift-giving, according to nonprofit marketing experts.

Building Better Donors
CURRENTS Article This article encourages institutions to engage donors by offering them donor education programs. The author describes three types of programs: those that teach basic how-to information about donating, those that empower donors to think of themselves as philanthropists, and those that use faculty experts to provide subject-specific knowledge about topics of interest to the donors, such as the environment.

Building Something More
CURRENTS Article The College of Liberal Arts and Sciences at the University of Illinois at Urbana-Champaign uses a website, social media, video, and photography to highlight the facelift of an institutional landmark while investing in the future with a scholarship program for its students.

Outlook: The Gift Grid
CURRENTS Article Henry E. Riggs, president emeritus of Harvey Mudd College and Keck Graduate Institute, argues that gifts exist along a utility continuum, from gifts of high utility, or great benefit, to gifts of negative utility.

CURRENTS 中文版
CURRENTS Article 以下文章翻译自CASE CURRENTS月刊:

Crecimiento que da frutos
CURRENTS Article En el clima económico actual, las donaciones se hacen cada vez más comunes entre universidades públicas y privadas, aunque varía ampliamente cómo cada institución distribuye de forma diferente la donación. Este artículo examina las políticas de las donaciones en diferentes instituciones y demuestra que es importante tener una buena política de distribución y una comunicación siempre clara con el donante, estas son las claves para la aplicación de una política responsable.

Seeding Growth
CURRENTS Article In the current economic climate, gift fees are becoming more common among both private and public universities, although institutions vary widely in the way they assess and distribute such fees. This article examines the gift fee policies at various institutions and shows that having a strong case for a gift fee policy and clearly communicating it to donors are the keys to implementing a fiscally responsible policy that doesn't alienate constituents.

Gift Fees
Good Question Our institution is about to begin charging gift fees. Do you have examples of how other institutions are communicating about this fee to their different audiences?

Gift Fee Policies & Disclosure Statements
Sample Collection The CASE InfoCenter maintains this collection of links to gift fee policies, disclosure statements and fee schedules.

Donors Demand More Accountability from Nonprofits, Survey Says
Article A global survey on the state of the nonprofit industry reveals that donors worldwide are demanding more accountability of nonprofits.

Perspectiva del presidente de CASE: ¿El error más grave? No aprender de nuestros errores
CURRENTS Article Hace algunos años, cuando Facebook comenzaba a saltar de un dormitorio a, bueno, todos los dormitorios, algunos líderes de exalumnos se preguntaron si la creciente popularidad de Facebook sería el fin de las reuniones. No pasaba un día sin que escuchara hablar sobre exalumnos que habían encontrado compañeros a los que les habían perdido la pista y estaban organizando reuniones a través de este medio.

Cultivating Lifelong Donors: Stewardship and the Fundraising Pyramid
Blackbaud
White Paper Written by Frank Barry, Lawrence Henze, David Lamb and Katherine Swank as part of the Blackbaud Desktop Reference Series, this free 60-page book explains the fundraising pyramid and the importance of stewarding donors and building relationships throughout the donor lifecycle.

President's Perspective: The Greatest Mistake? Not Learning from Our Mistakes
CURRENTS Article CASE President John Lippincott offers his top 10 list of common mistakes in educational fundraising.

Project: Transformation
CURRENTS Article With an effort that touched every area of advancement, the Villanova School of Business succeeded in taking its program to a new level of academic and fundraising achievement.

¿Cómo desarrollar los artículos correctos?
CURRENTS Article Michael Kiser de Virginia Tech analiza la forma en que logró que las comunicaciones de desarrollo centraran su atención en índices que no fueran las cifras. Ahora, su oficina escribe sobre los resultados de las campañas y vincula sus mensajes con los objetivos estratégicos de la universidad. Por ejemplo, en lugar de escribir un artículo cuando la universidad recibe una donación importante, espera hasta que el dinero de esa donación se haya utilizado para construir las nuevas instalaciones y escribe sobre lo que éstas significan para la escuela. Los lectores externos no sólo consideran que estos artículos son más interesantes, estos artículos también le brindan al público interno una mejor idea de lo que se logra con la recaudación de fondos.

Outlook: Saying What We Mean
CURRENTS Article The retired vice president of the University of Wisconsin Foundation pens this opinion column on the dark side of some of the most common development phrases. Does anyone really want to describe their best friend as "low-hanging fruit"? Ick!

Developing the Right Stories
CURRENTS Article Michael Kiser of Virginia Tech discusses how he successfully shifted the focus of development communications away from numbers. Instead, his office now writes about campaign outcomes and ties its messages to the university's strategic aims. For example, instead of writing a story when the university receives a major gift, he waits until the money from that gift has been used to build a new facility and writes about what that new facility has meant for the school. Not only do external audiences find these stories more interesting, but such stories give internal audiences a better understanding of what fundraising does.

Incremente sus relaciones
CURRENTS Article El procurador de fondos debe estar enfocado en ver la manera de mejorar e incrementar las relación con sus donantes.

Office Space: Growing Your Relationships
CURRENTS Article Instead of focusing on the bottom line, fundraisers should really be looking at how their relationships have grown.

Research that U.K. Fundraisers Would Like to See Conducted
CURRENTS Article This chart shows the results of a recent survey in which U.K. fundraisers were asked which topics they'd like to see more research performed. The No. 1 topic was "identification of new segments of society that would be likely to give."

Onward and Upward
CURRENTS Article The vice president of development of the College of the Holy Cross in Massachusetts reports on new efforts at his institution and others to cultivate more gifts from midlevel donors as leadership gifts have become more scarce during the recession.

Suddenly in the Spotlight
CURRENTS Article Community college enrollments in the United States are soaring. At the same time, however, states are slashing budgets, and more students applying to community colleges today qualify for financial aid. With less money to educate more students, community colleges are turning to more strategic fundraising to fulfill their missions and meet expectations.

The Way We Ask Now
CURRENTS Article Frontline fundraisers discuss the highs and lows of trying to raise major gifts during the economic downturn.

HBCUs Can Build Stronger Support through Faculty, Others with Vested Interest
Article Historically black colleges and universities that engage faculty, staff, alumni and other "vested" individuals in their overall fundraising efforts enjoy stronger giving and volunteer support. That’s according to three presenters at a recent CASE Online Speaker Series.

Connecting with Donor of the Future Requires Thought, Strategic Plan
Article The changing economy and social media are among the factors shaping a new generation of donors, and fundraisers must “get smarter” and learn what motivates this group to give, according to a recent article in University Business.

First in Class
CURRENTS Article This story presents profiles of eight Grand Gold winners of the 2009 Circle of Excellence awards.

Happy Together
CURRENTS Article The recession has slowed the intense job hopping of recent years in fundraising. At this moment of pause, CURRENTS talks to four professionals at various stages of their careers to discover what factors contribute to job satisfaction.

Les 10 erreurs les plus courantes…à ne pas commettre
CURRENTS Article Pour une fois, Côté pratique ne vous dira pas ce qu’il faut faire…mais tout ce qu’il ne faut pas faire ! Voici les dix erreurs que John Lippincott, président de CASE (Council for Advancement and Support of Education), appelait à ne pas commettre dans un article publié en septembre sur le site Internet www.case.org. S’il s’est bâti une solide expérience dans l’univers de l’enseignement supérieur, ses conseils valent aussi bien pour l’ensemble de nos propres domaines d’activités.

Grateful Patients are Often Giving Donors
Article Individuals who have received care at an academic medical center are usually very grateful—and giving, if asked.

Big Pond, Small Fish
CURRENTS Article Large foundations are casting about for community colleges so their gifts will have a bigger impact. A parallel trend is two-year institutions creating their own educational foundations. The combination means greater funds for education improvement, research, and more.

The Advancement Myths of Community Colleges
CURRENTS Article This article shows how community college advancement is busting the myths about poor fundraising results, lack of alumni loyalty, and negative public perceptions. The reality is that development at two-year institutions is becoming more sophisticated and successful, alumni do stay engaged with their two-year alma maters, and the community college brand is coming into its own.

Advance Work: Fat-Free and Profitable
CURRENTS Article School fundraisers are usually more necessary than fun, but selling books instead of sweets might help sales and provide a better profit margin.

Away They Go?
CURRENTS Article Donor fatigue is real, even if your institution hasn't experienced it yet. Development officers talk about how they define the issue and keep it from becoming a problem.

Advance Work: Gifted Fundraising
CURRENTS Article A donor at William Penn Charter School created a $1 million endowment to fund the development office.

The Hidden Asset
CURRENTS Article This article unlocks the door to a seldom-seen source for gifts. The author, an expert in business notes, explains how to find these assets, discuss them with donors, and factor in the tax implications.

From Minority to Majority
CURRENTS Article Fiscal stability is their biggest challenge, say leaders at historically black colleges and universities. In the past, development offices lacked staff, technology, and other resources. To remedy the problems, the Kresge Foundation awarded grants to five HBCUs selected from a pool of applicants. Using these funds, the participating institutions improved their advancement operations systemwide, resulting in a huge increase in funds raised, more sophisticated technology, better database records, and better trained development professionals. This article imparts the lessons of the initiative of benefit to all HBCUs.

Closing Remarks: Global Lessons
CURRENTS Article Contrary to popular belief, Americans did not invent education fund raising. Instead, they turned into a profession the centuries-old practice the British called "benefaction-chasing." The author reflects on how things have changed since the early 1990s, when Europeans were eager to learn "American-style" fund raising. Today, with the rapid pace of advancement innovation outside North America, the rest of the world may soon beat the United States at its own game.

Increasing Voluntary Giving to Higher Education: Task Force Report to Government
Report Often called the Thomas Report in reference to Eric Thomas' role as chair of the Task Force on Voluntary Giving to Higher Education, this key report from May 2004 sets forth the UK Government's proposals for building fundraising infrastructure and increasing voluntary giving to higher education.

AdvanceWork: Web Watch
CURRENTS Article A roundup of new and notable Web sites includes ones that provide nonprofit tax forms to the public, language translation assistance, news on philanthropy and higher education, and a dictionary of fund-raising terms.

The Science of Attraction
CURRENTS Article Annual fund directors are starting to use market research to better understand what populations of donor prospects will respond to, target more accurately, and cut the cost of mail and telephone campaigns. This article covers what well-crafted focus groups and surveys can uncover and steps to doing research. Also included is a short article on how to get valid research results. This article is of interest to annual fund directors and advancement services staffs who work with development communications.

Bright Ideas for Dark Times
CURRENTS Article Ten creative ways to battle fund-raising budget cuts include starting to plan the next campaign, evaluating cost per dollar raised, concentrating on prospects with the greatest potential, segmenting appeals, and striving to keep morale up. This article is of interest to advancement managers and managers of campaigns and annual and major gift programs.

Goals and Assists
CURRENTS Article Prospect researchers and development officers must form a partnership to identify potential donors' ability, interest, and desire to give. This article provides three guidelines for building a productive relationship and includes a table showing the differences in the information that researchers and development officers are likely to uncover. This article is of interest to development officers and prospect researchers.

A Delicate Balance of Leadership
CURRENTS Article In an interview with CURRENTS staff, the president of New School University, former senator Bob Kerrey, discusses his efforts to advance the university. The article should be of particular interest to CEOs, CAOs, and others interested in a campus president's role in fund raising.

Mending Student Discontent
CURRENTS Article Alumni still carrying grievances from their student days can be turned into enthusiastic donors if development officers listen to and address those grievances. Development officers should also be alert to the dissatisfactions of current students, and can try to collaborate with other campus departments to improve the student experience, in order to cultivate future donors.

Shifting Gears
CURRENTS Article Cornell University development officers successfully shifted to a project- and team-based approach to fund raising, leaving behind the previous organizational model based around schools and units. This new approach has allowed the university to raise funds for priority projects without launching an institution-wide campaign. As an example, the authors describe the successful team-based effort to fund renovation and expansion of Cornell’s music building.

From a Sprinkle to a Shower
CURRENTS Article Once rare, education fund raising has taken off in continental Europe

Manager's Portfolio: Stranger in a Strange Land
CURRENTS Article For development and alumni relations officers from North America, there are new career opportunities in Europe, where advancement disciplines are rapidly gaining a foothold.

Meeting the Global Challenge
CURRENTS Article Recent economic and political changes in Mexico hold promise for the nation’s universities, but private fund raising will be crucial to fulfilling that promise. The author provides an overview of the history and current status of higher education and philanthropy in Mexico, and argues that institutions will need to expand their advancement efforts in order to prosper.

Do I Have to Ask People for Money?
CURRENTS Article Faculty at the University of North Carolina at Chapel Hill have become expert fund raisers for their programs by calling on the expertise of the development department. The development staff has even created a special class for professors interested in fund raising.

Sowing the Seeds of Philanthropy
CURRENTS Article Academics have an essential role to play in the fund-raising process today, as donors target their gifts more precisely and are more insistent on results. Faculty members are often the best spokespeople for a program, project, or school and can be an important source of prospects themselves. They are coming to see fund raising as a natural extension of their planning and budgeting responsibilities.

Bridging the Gap
CURRENTS Article The development office and the business office often seem to operate at odds with one another, but building a good working relationship is worth the effort. One reason for conflict is that the two sides track income differently. Understanding one another’s approach, assisting one another, and building personal ties can all help advancement and finance officers smooth the waters.

A View from Across the Pond
CURRENTS Article In an interview, Ben Morton Wright presents findings from his survey of the relatively new educational fund-raising field in Britain. He describes changes in government policy that encouraged the development of the fund-raising area, the profession's growth, its gradual progress toward being accepted within academia, obstacles presented by the tax structure, gift-reporting problems, and other challenges.

AdvanceWork: A View from the Top
CURRENTS Article The wealthiest Americans give significantly more of their incomes to charity than others — and usually education benefits

Finding Funds for Fellowships
CURRENTS Article What special challenges do institutions face in raising graduate funds? How do they identify and cultivate prospects? Those institutions that are successful focus on how support of graduate student programs helps fuel the local economy, helps the institution attract the best students and faculty, and allow students more creative freedom. Development officers make the academic disciplines central in their fundraising approach and thus can tap into the field-specific knowledge of individual departments.

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Fundraising Community

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Sample Collection

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ROI for FR

The CASE InfoCenter has compiled a collection of resources about return on investment for fundraising.

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Naming

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