Brian Agnew—Assistant Dean, Advancement and External Relations
Rutgers, the State University of New Jersey—New Brunswick, N.J.
United States
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Major Gifts

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Engaging Students in Alumni and Major Gift Strategies_Asia-Pacific
Product This webinar explores innovative and cost-cutting ways to incorporate students into various advancement efforts. Participants hear about cutting-edge models of student-alumni and student-donor interaction. This multimedia file is a recording of a webinar presented Apr. 16, 2013.

CASE Asia-Pacific Webinar: Engaging Students in the Alumni and Major Gift Strategies
Online Seminar This webinar explores innovative and cost-cutting ways to incorporate students into various advancement efforts. Participants hear about cutting-edge models of student-alumni and student-donor interaction.

Engaging Students in Alumni and Major Gift Strategies
Product This webinar explores innovative and cost-cutting ways to incorporate students into various advancement efforts. Participants hear about cutting-edge models of student-alumni and student-donor interaction. This multimedia file is a recording of a webinar presented Feb. 21, 2013.

Major Gift Strategies in a Changing Philanthropic Landscape
Podcast Hear Debra Pemstein from Bard College discuss some of the cultivation strategies her institution uses to help ensure that its donors remain engaged and active. Also, listen to what Pemstein says her major gift donors expect from the institution that they never did before the recent economic downturn.

Major Gift Officer Portfolios & Reports
Sample Collection The CASE InfoCenter maintains this collection of documents about major gift officer portfolios, fundraising expectations and reporting.

Improving ROI and Performance in Fundraising
Product In this seminar, development leaders at two institutions—Kate Troelstra, senior director of development at Clemson University, and Bill Brower, executive director of major gifts at Hamilton College—discuss how they improved the performance, ROI and effectiveness of their programs. Troelstra and Brower talk about the strategies and tools they used to boost their development programs. This multimedia file is a recording of a webinar originally presented Feb. 2, 2012.

Odds and Ends: The Giving Kind
CURRENTS Article Devoted philanthropists John and Tashia Morgridge talk to CURRENTS about the importance of writing small checks and the challenge of giving large gifts in a public manner, offer advice on how to become informed and engaged philanthropists, discuss possible changes to the U.S. charitable giving deduction, and reminisce about some of the projects they've helped make possible.

Inspiring the Largest Gifts of a Lifetime
Conference Come to this conference to reinforce the donor-centered philosophy of fundraising, focus on how you can involve donors more effectively, structure significant gifts and discover how your institution can support this work more fully.

Major Gift Strategies-- Spring Session
Conference Prepare yourself and your solicitation team to make the most effective ask. You will come away from this conference with new tools to develop your overall solicitation strategies, including cultivating a productive relationship with prospective donors, conducting the solicitation meeting, handling objections and closing the gift.

Winning Words: A Volunteer's Guide to Asking for Major Gifts_Single copy PDF
Product Winning Words helps your trustees, alumni, and friends prepare for prospect calls. Along with explaining the duties of the asker and the civic obligations of the prospect, it shows them how to handle the most commonly asked questions and most commonly offered excuses..

Winning Words: A Volunteer's Guide to Asking for Major Gifts_Packet of 25
Product Winning Words helps your trustees, alumni, and friends prepare for prospect calls. Along with explaining the duties of the asker and the civic obligations of the prospect, it shows them how to handle the most commonly asked questions and most commonly offered excuses.

Winning Words: A Volunteer's Guide to Asking for Major Gifts_Packet of 10
Product Winning Words helps your trustees, alumni, and friends prepare for prospect calls. Along with explaining the duties of the asker and the civic obligations of the prospect, it shows them how to handle the most commonly asked questions and most commonly offered excuses.

Anyone Can Star in Major Gift Giving
Article Everyone at an institution—from landscapers to presidents—has a part to play in major gift giving, says fundraising expert and CASE Online Speaker Series presenter Karen Osborne.

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.

Treasure Chase
CURRENTS Article Advancement leaders from around the country and the world acknowledge the downturn in mega gifts to education during the Great Recession and discuss the best strategies for dealing with the new economy.

Gifts of Significance
James M. Hodge for the School of Philanthropy at Indiana University
Article This article, pre-course reading for the School of Philanthropy at Indiana University, discusses major gift fundraising and the solicitation process.

Major Gifts: Solicitation Strategies
Product The updated and expanded third edition of this book presents a systems approach to major gift fund raising, from enlisting institutional commitment to ensuring an attitude of confidence on the part of the development officer. Includes case studies to test the reader’s knowledge and skills.

Balancing the Art and Science of Major Gift Development
Product This seminar offers managers and major gift officers guidelines and tips for striking a balance between creating positive long-term donor relationships while still meeting the bottom-line goals. This is a recording of a webinar originally presented Oct. 15, 2009.

Reaching for the Top
CURRENTS Article Author Elizabeth Harvey, a major gift officer at Mills College, surveys eight small and medium-sized colleges and universities to discover how the institutions are scaling the very top of their giving pyramids.

International Parent Major Gift Fundraising
Product This webinar explores the challenges of dealing with international parents in a fundraising context. Discussion topics include prospecting, engagement, cultivation, solicitation and staffing. This multimedia file is a recording of a webinar originally presented June 4, 2009.

Building a Major Gift Program for Independent Schools
Product This webinar discusses the basics of starting a major gift program, from hiring and training workers to prospect identification. Also covers prospect cultivation and solicitation. This multimedia file is a recording of an Online Speaker Series webinar originally presented May 7, 2009.

Cinderella Doesn't Live Here
CURRENTS Article The annual fund is the most obvious place to go looking to develop your major gifts, but it is also the most overlooked. Here are concrete strategies for building your pipeline.

Principal, Major, and Special Giving Programs: University of California, Irvine - Bronze Medal
Best Practice The University of California, Irvine created a new Office of Principal Gifts to better serve UCI’s key constituents and to successfully enhance its fundraising results by raising funds for the university’s priority projects. The office manages all prospects of $5 million or more. As a result of the new office, UCI raised a record $101 million in FY 2005-06 and was well on the way to a record $125 million in FY 2006-07.

Developing Major Gift Strategies
Product This webinar focuses on developing major gift strategies by using research and recruiting and preparing the solicitation team. It also addresses the importance of listening to donors an understanding what they want to accomplish with their philanthropy. This multimedia file is a recording of a webinar originally presented Nov. 30, 2006.

Major Donors: Finding Big Gifts In Your Database and Online
Product This book presents an approach to developing international fundraising strategies. Citing real world success and failures from organization around the world, this practical manual shares strategies, techniques, examples, research, knowledge, advice and ideas about researching potential donors more effectively and focusing on approaching those with identified resources and demonstrated interest.

The Pluto Principles
CURRENTS Article The quest for the planet Pluto teaches the need for persistence, research, strategic planning, and thinking out of the box--and why it's smart to sweat the small stuff. Astronomers discovered Pluto's existence by noticing wobbles in nearby planets. So if something in your development programs appears a bit off, it bears looking into. The discovery will be donors who want to make larger and more meaningful gifts.

Mega Gifts: Who Gives Them, Who Gets Them
Product Learn about the motivations of major-gift donors in this book that takes an in-depth look at what drives donors to the causes they support, how they reach decisions, what nurtures their loyalty, what they expect, and how they want to be approached.

Vision Quest
CURRENTS Article What motivates major donors to give? This article goes straight to the source - the donors themselves. Nine benefactors of education institutions of all types talk about why they give, what they hope to achieve with their giving, what they expect from the institutions they support, and what they expect from the campus development officers who cultivate them. Philanthropists are still interested in supporting education, they say, provided the institutions’ needs are real.

AdvanceWork: Sitting Pretty
CURRENTS Article Affluent individuals require a minimum of $1 million to $10 million in assets to feel financially secure, according to the "Wealth & Values Survey 2003" conducted by Community Foundations of America and HNW. Major gifts officers must therefore work even harder to convince these prospects that they can afford to support charitable causes.

Respecting the Collections
CURRENTS Article Development officers must work closely with special collections librarians to solicit appropriate gifts of rare books, manuscripts, photos, and artifacts. Getting the right gifts means understanding the library’s niche, the additional concerns that come with gifts-in-kind, and why librarians chafe at having to do special exhibits for cultivation and recognition. This article is of interest to major gift officers, fund raisers for libraries and special collections, and advancement service professionals who deal with gift acceptance.

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.

Closing Remarks: Mad Money
CURRENTS Article In this humorous parody of a fund-raising call report, a fictional development officer misses cue after cue from a top donor prospect. This Closing Remarks column is of interest to fund raisers and advancement services professionals who work on donor relations, cultivation, and call reports.

Making Peace between Annual and Major Gifts
CURRENTS Article The difference between annual and major gifts lies more in their purpose and their relationship to the donor’s capacity than in their actual dollar amount. To ensure that the annual and major gift programs work together successfully, development leaders must articulate clear donor strategies, use the annual fund to feed the major donor program, and promote the “dual ask”--the practice of asking major donors for continuing annual fund gifts.

Values, Vision, "Embodied Opportunities"
CURRENTS Article A principal gifts officer defines six elements to attracting principal gifts. Institutions must define their core values, identify campus priorities that go beyond parochial interests, and let potential donors know the stories behind these priorities. Such stories must resonate with the prospect's own core values. Development officers also must reach out to the prospect's intimate family and friends.

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.

A Steady Ascent
CURRENTS Article Rather than follow the up-and-down cycle of campaign after campaign, fund raisers may want to consider a new approach: an ongoing major gifts effort. The author describes what he sees as the flaws of campaign-based advancement, and suggests that institutions develop continual, mission-based fund-raising programs.

AdvanceWork: Measuring Generosity
CURRENTS Article Worth and Slate magazines print annual lists of leading American philanthropists.

Winning Words: A Volunteer's Guide to Asking for Major Gifts_Packet of 50
Product Winning Words helps your trustees, alumni, and friends prepare for prospect calls. Along with explaining the duties of the asker and the civic obligations of the prospect, it shows them how to handle the most commonly asked questions and most commonly offered excuses.

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