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ERIC Number: ED251949
Record Type: Non-Journal
Publication Date: 1984
Pages: 29
Abstractor: N/A
Reference Count: N/A
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)
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Publication Type: Guides - Non-Classroom; Speeches/Meeting Papers
Education Level: N/A
Audience: Administrators; Practitioners
Language: English
Sponsor: N/A
Authoring Institution: National Catholic Educational Association, Washington, DC.