Annual Fund. Estate Planning [microform] / Robert L. Stuhr and Jerry A. Jarc
- Bib ID:
- 5447825
- Format:
- Book and Microform
- Author:
- Stuhr, Robert L
- Online Version:
- https://eric.ed.gov/?id=ED251949
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- Description:
-
- [Washington, D.C.] : Distributed by ERIC Clearinghouse, 1984
- 29 p.
- Summary:
-
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)
- Notes:
-
- Availability: 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).
- ERIC 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.
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- May also be available online. Address as at 14/8/18: https://eric.ed.gov/
- Reproduction:
- Microfiche. [Washington D.C.]: ERIC Clearinghouse microfiches : positive.
- Subject:
- Other authors/contributors:
- Available From:
- ERIC
- Copyright:
-
In Copyright
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Copyright status was determined using the following information:
- Material type:
- Literary Dramatic Musical
- Published status:
- Published
- Publication date:
- 1984
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