At least half of the colleges have involved trustees either on planned giving committees or as advisors. In a majority of cases, institutions have written new policy statements to guide development offices and have upgraded or started recognition societies scheduled to meet on an annual basis. There has been a significant increase in gift expectancies reported. Three annual seminars with topics designed to meet the needs as expressed by participants Use of the director as consultant General office support as needed The Planned Giving Roundtable, which meets prior to each seminar, gives institutional representatives the opportunity to evaluate the focus of the program and set plans for the future. It can be said that the desire to develop a planned giving program is present in all twenty-seven institutions.
Action taken to date depends on current staffing and financial conditions.
The greatest negative influences arise from staff changes which break continuity. Copyright 1999 Appalachian College Association. All rights reserved.