ERIC Number: ED251949
Record Type: RIE
Publication Date: 1984
Reference Count: 0
Annual Fund. Estate Planning.
Stuhr, Robert L.; Jarc, Jerry A.
The first of a series, this publication consists of two symposium presentations. The first paper, "Annual Fund: Cornerstone of Development," by Robert L. Stuhr, defines the annual fund concept in the context of institutional development and provides five requisites for a successful annual fund: it must (1) be part of an ongoing development program, (2) have specific stated purposes, (3) enhance the educational program, (4) be assigned to a definite time period, and (5) be supported by a case statement. Next, the steps that lead to a successful annual fund are discussed: research and identification, evaluation, cultivation, involvement, asking for the investment, acknowledgement, and recognition. The second paper, "Estate Planning: A New Resource," by Jerry A. Jarc, sugests methods for securing charitable bequests from regular donors by encouraging them, for their own advantage and for that of the school, to include provisions in their wills for deferred gifts. A step-by-step approach is offered for developing estate planning as a potential long-term resource for school support. (TE)
Descriptors: Catholic Schools, Donors, Elementary Secondary Education, Estate Planning, Financial Support, Fund Raising, Institutional Advancement, Private Financial Support, Private School Aid, Program Development, Public Relations, Trusts (Financial), Wills
Publications Sales, National Catholic Educational Association, 1077 39th Street, N.W., Suite 100, Washington, DC 20007 ($4.00 plus $3.00 postage and handling, prepaid or purchase order).
Publication Type: Guides - Non-Classroom; Speeches/Meeting Papers
Education Level: N/A
Audience: Administrators; Practitioners
Authoring Institution: National Catholic Educational Association, Washington, DC.
Identifiers: Annual Funds
Note: Papers presented at a symposium sponsored by the Office of Development/NCEA held at the Annual Convention, Religious Education Congress and Exposition (81st, Boston, MA, April 23-26, 1984). For related document, see EA 017 357.