The most effective way to secure and promote gifts is seen as face-to-face contact. Some effective planned giving programs including visitation programs, book plate program, reunions, and use of donors as effective door-openers are described. Suggestions for how to encourage people to discuss their estates are provided. (MLW)

Some basic strategies and procedures that provide a step-by-step annual fund plan are reviewed. This approach divides goals into revenue targets for each annual fund program and links program success to budget and staff requirements. (MLW)

The experiences of a four-person advancement staff of a 300-student institution that had six weeks to meet a two-for-one challenge are discussed. The one-week planning process is described and the campaign strategies are reviewed. (MLW)

Three approaches to athletic fund-raising are presented. A booster club at Florida State runs the fund raising campaign. At Georgia Institute of Technology, athletic fund-raising and athletic programing are centered in a single office. The University of Tennessee-Chattanooga's development office handles athletic fund-raising. (MLW)

The CASE publication, "Gift Reporting Standards and Management Reports for Educational Institutions," is discussed. The report include two model formats for reporting gift revenue--one organized by sources and the other by purposes. How the standards were developed, changes in guidelines, and adaptation to the new standards are described. (MLW)

The immediate objective of the first interview with a prospect for planned giving in academic fund-raising should be to gain the confidence of the prospect. Suggestions include: making an appointment for the interview, learning about the prospects before meeting them, avoiding technical language and fast talk, and asking questions. (MLW)

A stewardship report, a well-done report sent regularly to give a donor information on the use of a gift, assures the donor that the institution appreciates the gift and the giver. Some techniques are given for making stewardship reports as effective as possible. (MLW)

Corporate matching gift programs allow colleges to secure contributions from highly specialized corporations and corporations with geographically limited giving policies. However, colleges must stimulate their alumni to make the initial contributions and then take the extra step to secure the match. (MLW)

Dedicated volunteers are seen as essential for a broad-based program of planned giving. Dartmouth's alumni-oriented bequest program is described, including the prestige committee, the class bequest committee, and the professional guidance committee. The class structure is used in organizing efforts. (MLW)

Some ideas from small institution winners in CASE's Recognition Program are described. Awards for alumni administration, fund raising, institutional relations, publications, and periodicals were presented. (MLW)

Building a big alumni gift club with a small staff by using volunteers and making special gifts a priority is described. Ways to identify donors, pick the contact, cultivate the donor, entertain, ask for the gift, and say thank you are offered. (MLW)

Minicapital campaigns at the 25th and 50th reunions at Williams College are described. Leadership, organization, timing, budget, purpose, marketing, and a solid foundation of positive alumni attitudes toward supporting the college help to make a successful campaign. (MLW)

Ten institutions of higher education--large and small, public and private-- were surveyed about their resource-raising and revenue-producing enterprises. Examples include: bingo games, a mansion used for weddings, receptions, and corporate parties, and buying a television station. (MLW)

There is much hope that reduced public funds will be replaced by increased voluntary support from the private sector generally and by corporations in particular. Three provisions of the Economic Recovery Tax Act of 1981 expected to stimulate corporate contributions are identified and discussed. (MLW)

A corporate relations program at the University of Rochester that uses several follow-up techniques to help keep lines of communication open and encourage corporations to stay in close touch is described. Gift acknowledgments, reports to donors, corporation visits, informational mailings, and campus visits and special events are discussed. (MLW)