The experiences of three institutions (Oberlin College, Ohio; University of Nebraska; and St. Christopher's School, Virginia) illustrate how effective a carefully developed marketing scheme for planned giving can be. Staffing, budgets, average funds raised, and average deferred gifts are reported for each. (MSE)

The techniques and experiences of two private elementary and secondary schools and three higher education institutions with fund raising by phonathon are described. Institutions include the Columbus School for Girls (Ohio), Centre College (Kentucky), Kansas State University, Whitman College (Washington), and the Eaglebrook School (Massachusetts).…

The relative success of a college fund-raising campaign in the current uncertain financial climate depends on (1) whether the college is in an economically troubled area; (2) how far the institution is into its campaign; and (3) base of giving (whether corporate, middle-income individual donors, or old money in other fields). (MSE)

New Council for Advancement and Support of Education (CASE) standards for college and university fund raising establish three key rules for campaign reporting: (1) separation of gifts for featured and unspecified objectives; (2) separation of current from deferred gifts; and (3) disclosure of both face value and discounted present value of…