Robert O. Carr and Sue Cunningham
How do donors decide which causes to support? How can colleges most effectively partner with donors to transform student lives? The Institute’s keynote conversation focused not only on philanthropic support for higher education, but also on how colleges can support students and change lives through partnerships with funders.
In their dialogue
Sue Cunningham, president and CEO of the Council for Advancement and Support of Education (CASE), and
Robert O. Carr, the founder and chair of Give Something Back (Give Back), discussed the power of a transformative contribution to a signature cause. CASE supports over 3,600 schools, colleges, and universities worldwide in their alumni relations, communications, fundraising, and marketing functions to strengthen institutional advancement. Give Back is a nonprofit organization that provides scholarships, academic mentoring, and social guidance to students who have faced adversities such as foster care, homelessness, or the incarceration of a parent. Carr’s work has helped more than 1,500 students achieve a college education, among them students at a dozen CIC institutions who have received full scholarships.
Cunningham opened the discussion by asking Carr, “How did you come to be a philanthropist?”
“I had more money than I needed,” Carr replied, “and it came down to deciding what’s the most important thing to do.” Carr began his career as an entrepreneur and traveled a long road to success. He explained that he was always more interested in investing directly to help others than in seeing his name on a building. “I’ve always believed in the golden rule—in doing as much as I can for others in the most significant way possible.” He described asking himself how to use $20,000 to change the world; his answer was “to put a kid through college.” He researched how that could be possible and found, “you need Pell grant money, state grant money, and partnerships with universities that want to help these kids.” Carr himself was a first-generation college student who was inspired by receiving a merit scholarship. He became passionate about providing the same opportunity to determined, low-income students, with the hope that scholarship recipients will also give back to the community one day.
With $50 million, Carr found that “we were able to fund 1,500 students through four years of college and to provide the support that these kids need—to be mentored so they don’t drop through the cracks. I can’t think of a better way to spend my money based on my values. And that’s how most donors are—they will want to support the things they value most.” Carr added that although investing in research to solve cancer is critical, and many philanthropists wish to fund cancer research or patient care, Give Back might also play a role. “Our first graduate is a medical doctor. He received a PhD from Northwestern University, and he might be the guy that makes a medical breakthrough. If we can educate our young people and give them an equal chance, they can change the world.”
Give Back selects scholars early—as soon as ninth grade—so they benefit from college readiness programs, campus visits, financial aid workshops, and test preparation classes. Once accepted into the program, Give Back scholars can apply to any partner institution in the state they live in to receive a scholarship that covers tuition, fees, room, and board. The organization’s model to meet college costs includes a three-way partnership with state and federal government grant programs, private college grants, and the foundation’s scholarship support to cover a student’s remaining educational expenses for four years. Since its inception in 2003, Give Back has invested more than $50 million in scholarship and mentoring support across the country—having already prepaid for over 1,500 students to go to 29 colleges in seven states. To date, 100 percent of Give Back Scholars have graduated from high school, and 91 percent have graduated from college.
Cunningham remarked, “We’re privileged to be in a room full of people who get up every day to advance education because they are passionate and focused on the value it brings. And you work with both the administrators and staff at the educational institutions and the students who benefit at the institutions. What do you see the educational institutions you work with getting right? What are we doing well to support students and your scholars?”
“Partnering with our program is a huge help,” Carr said. “Housing is the key to the whole thing.” He explained, “With all the promise programs and Pell and state grants that are out there, most kids can get through the tuition and fees—but how and where will they live? Getting them out of any negative environment and into a positive academic environment is the ‘Holy Grail.’ It requires housing and food 365 days a year. Many of our colleges can do that now, and they can give our staff space to hold office hours to help the students.”
Shifting gears slightly, Cunningham said, “Everything I’ve heard and read about your program tells an incredibly powerful story about the world of higher education. At the same time, in many parts of world, including in this country, higher education is not always portrayed in the best light in the media or in politics. As you work with so many of our institutions, how do you think we could tell our story differently to engage better with the general public?”
“That’s a question that is near and dear to my heart,” Carr replied. “There needs to be more candor from everyone in the system. The fact is, despite its high cost today, higher education is good value if the students graduate.” He elaborated that he thinks college leaders should stop talking about access and start talking about graduation rates: “Because starting college, dropping out, and then having to pay off student loans by working minimum wage jobs is just wrong.” He emphasized that colleges and universities should be candid about what a scholarship means and how many years it will cover so that students and parents are clear about their total costs. “If you tell the truth in a transparent way, students will feel a lot better about coming to your campus and they will be able to plan better. We have a great product—let’s tell the truth about it and sell it based on the truth.”
Cunningham added that campuses are working hard to have as many students as possible attend college and that philanthropy plays a critical part. Carr advised that advancement officers will achieve greater success if they “Go to big corporations, be transparent, and lay the whole thing out.”
Panelists Highlight Trends in Philanthropy and Implications for Higher Education
Co-panelist Amy Holmes, director at Rockefeller Philanthropy Advisors, discussing “Philanthropic Priorities and Approaches of Private Foundations.”
Several concurrent sessions at the Institute explored various aspects of fundraising—from establishing philanthropic priorities, to using advancement benchmarking, to increasing alumni engagement, to dealing with challenging gifts.
In a session on “Philanthropic Priorities and Approaches of Private Foundations” Anne Ollen, senior director the TIAA Institute, and Amy Holmes, leader of the New York Advisory Team of Rockefeller Philanthropy Advisors, discussed the two organizations’ newly released report,
Philanthropy in Higher Education: Priorities and Approaches of Private Foundations. Ollen began with some key statistics on philanthropic giving to higher education. While giving overall has increased significantly, public institutions now outperform privates in attracting donations, whereas 30 years ago, the opposite was true. Private institutions, however, are far more dependent on philanthropy for operational expenses than their public counterparts. Furthermore, organizational donors, who favor public institutions over private, have now surpassed alumni—who tend to favor private institutions—as the dominant donor type.
As endowments become a less reliable source of long-term stability, annual and multi-year support from donors will become even more important, Ollen said. These donors are becoming ever more stringent in their reporting and accountability requirements, and institutions need to be prepared to work with them effectively.
How has giving from private foundations evolved? What are the trends? These were the questions Holmes addressed, based on in-depth interviews with ten private foundations. The greatest priority for these organizations is student access and success, with pathways to careers an increasing interest. Holmes presented this trend as a “logical progression” from the admission pipeline to post-graduation opportunities. Other priorities include donor-driven giving: “Foundations have their own agendas and are looking for institutions that want to sign on to those agendas,” Holmes noted, echoing points made earlier by Robert Carr. There is an increased emphasis on scale and national reach, although place-based funders tend to prioritize local institutions. Also important to foundations are transfer pathways from two to four-year institutions and price and affordability, as well as the financial stability of institutions. “We see an increased interest in stronger business models,” said Holmes.
Overall trends also include support for low-income and first-generation students and increased giving to scholarships, financial aid, and support for providing career opportunities. Capital and endowment giving is down, while support for current operations is up.
Holmes went on to summarize the results of an online survey of foundations, 76 of which responded. Of these institutions, most give to post-secondary institutions. The higher percentages of dollars are flowing to public higher education, however, not to private colleges and universities. This is related to the emphasis on scale, Holmes pointed out.
The type of foundation matters a great deal when it comes to giving priorities. For example, while all types emphasize access and success, mid-sized foundations tend to give more for pedagogy and educational activities, while the larger foundations emphasize policy, advocacy, and systems reform.
The last portion of Holmes’ presentation was devoted to the benefits and drawbacks of giving directly to colleges and giving to associations, from the point of view of foundations. “They have access to the expertise of faculty if they give to individual institutions,” Holmes explained, while leadership transitions, complex internal bureaucracies, and lack of scale are drawbacks—“What works well at one college may not be replicable at others.”
On the one hand, giving to associations has the advantage of greater scale, opportunities for shared learning, the ability to test the value of an intervention, and the power of purpose-built cohorts of institutions. On the other hand, there are fewer opportunities for building close relationships with institutions, there may be a loss of focus in implementation of an initiative, there are varying levels of commitment across collaborative cohorts, and “one size fits all” may simply not work. “Be open to working through your associations in order to attract private foundation money that flows through cohorts,” Holmes concluded.
Session Provides Overview of Advancement Benchmarking Metrics
CASE’s David Bass, senior director of research, and Jenny Cooke Smith, senior strategic consultant, AMAtlas, listening to questions regarding advancement benchmarking.
In the session “Advancement Benchmarking,” CASE’s David Bass, senior director of research, and Jenny Cooke Smith, senior strategic consultant of AMAtlas, shared new data and outlined emerging trends from CASE’s annual Voluntary Support of Education (VSE) Survey, which collects data on fundraising at educational institutions in North America. The presenters began by noting the challenges for all colleges and universities in terms of the greater scrutiny from a skeptical public and the high level of competition for donor dollars. In this environment, advancement work is greatly enhanced by an analytical approach to understanding giving to higher education.
CASE has developed a “one-stop data shop” where members can access a range of survey information of different types from multiple sources: The interactive online database Data Miner brings together alumni engagement metrics, fundraising survey data, and other core metrics to provide institutions with a means of tracking and benchmarking their advancement outcomes.
In addition to outlining the overall direction of giving to higher education, Bass and Smith also provided detailed information on fundraising trends for CIC institutions. By looking at the 231 CIC institutions that consistently responded to the VSE Survey over the past decade, they were able to characterize philanthropic support since 2008. Over that time, alumni giving increased as a proportion of gifts received, making up about 45 percent of funds raised. But the percentage of alumni who are giving declined slightly, from 16.3 percent in 2009 down to 11.2 percent in 2018. Another surprising finding emerged from the data: Among top-performing CIC institutions, none consistently increased dollars received annually over the entire decade. Variability in annual philanthropic support remains the norm for independent higher education.
Donors with deep pockets are sought after by most colleges and universities, so it is unsurprising that major gift donors are an important part of fundraising strategy. On average, top-performing CIC institutions received nearly a third of their funds raised in 2018 from their three largest gifts. At the same time, this concentrated effort to gain large gifts may have side effects that require additional resources. Noting the rise of “helicopter donors,” who seem to hover overhead, Bass said that major donors increasingly expect “something akin to a business plan” in return for their large gifts. Relying on a few large donors may make institutions more vulnerable to a changing economy or variable donor expectations. By digging into the VSE data, institutions can do their own analysis, benchmark to CIC institutions, and come up with a compelling strategy that is right for their particular circumstances.
Trends in Millennial Giving and Online Alumni Engagement Explored
Panelists John N. McKeegan, vice president for institutional advancement at
Linfield College (OR); Robiaun Charles, vice president for college advancement at
Agnes Scott College (GA); and Liz Hertneck Stier, director of annual giving at Loyola University Maryland, exploring “Trends in Millennial Giving and Online Alumni Engagement.”
At a session focusing on current trends in millennial and online alumni giving, Kestrel Linder, co-founder and CEO of GiveCampus (a digital fundraising platform), reminded the audience that according to the Pew Research Center, millennials became the largest generation in the labor force in 2016. As this demographic’s purchasing power will expand dramatically over the next 50 years, he admitted frankly to the audience that, “This is where the money is, literally.” He went on to explain how this population has never known a world without computers and that technology has influenced their behaviors and expectations. He cautioned, “If we can’t meet those expectations, we’ll miss the mark with this generation.” The most important thing to remember about fundraising with this demographic he said, is meeting them where they expect us to: “Can you make it really easy for me to give you money?”
The session highlighted new strategies that two institutions,
Agnes Scott College (GA) and
Linfield College (OR), have used in recent fundraising activities. At both colleges, hiring recent graduates to work in the development office has been invaluable in keeping pace with generational trends and the types of technology to which new alumni are most responsive, including peer-to-peer texting and crowdfunding.
John N. McKeegan, vice president for institutional advancement at Linfield College, and Robiaun Charles, vice president for college advancement at Agnes Scott College, both also emphasized the importance of short-term challenges and annual or semi-annual giving days. “If you are not having a giving day, you should,” McKeegan urged. He recommended timing giving days to align with significant campus events, such as football games or homecoming weekends. Friday evenings, when people are tired from the week and less engaged with social media, should be avoided. At Linfield, giving day is now a large campus event in and of itself, with bounce houses, gourmet s’more cookouts, and big-screen tracking of donation numbers so that current students will remember where they were on giving days after graduation.
Agnes Scott recently started a “Giving Tuesday” and began using a peer-to-peer texting tool in 2018. The first time this outreach was employed, the college quadrupled the dollars raised and doubled the number of donors. As Robiaun Charles noted about reaching millennial and Generation Z alumni: “The overarching guide for these generations is ‘always think mobile. Mobile. Mobile. Mobile.’ They are working from that phone or some other mobile device.” She went on to say that development officers need to provide many options for engagement and for giving. “This is not just about personalization. Try to shift to being hyper-personalized.” Using GiveCampus, for example, Agnes Scott successfully tapped into its culture of strong graduation class identity. Class chairs can now create personalized pages with short five- to ten-second videos; different classes are often pitted in competition with each other, amplifying giving. The 2018 “Giving Tuesday” also included a parent’s matching-donation challenge, swag contest winners, and professor “shoutout” donations among other incentives.
Panelists Recommend Ways to Strengthen Gift Evaluation and Acceptance Policies

Co-panelist James Watt, vice president for advancement at Juniata College (PA), explaining when and how to say “no” in the session “Gifts That Become a Challenge.”
According to James Watt, vice president for advancement at
Juniata College (PA), “Advancement professionals love to say yes.” But what should they do if a valued donor wants to give their institution an island? Or an animatronic dinosaur that doesn’t work? Or a 2,000 year old mummy? In their session on “Gifts That Become a Challenge,” Watt and Paul Heaton, senior director of member engagement at CASE, brought up these real examples of gifts received by colleges and universities to spark a lively discussion in which participants confidentially shared their own institutions’ struggles with gifts that went awry. For each story, Heaton and Watt stepped in to share their expert advice on negotiating or turning down challenging gifts and crafting strong gift agreements.
Both Watt and Heaton focused on the importance of negotiating with potential donors to ensure that gifts benefit the institution as much as they do the donor. They encouraged chief academic officers and advancement staff to look into any conditions that come with a gift: Could this gift conflict with the institution’s mission? Is the scope of this gift too narrowly defined? These questions should be part of a conversation with the donor, balancing the emotional and personal associations of a donor’s gift with hard guidelines to protect the institution. Watt recommended not only thinking about whether a gift makes sense for the institution in the present, but also envisioning how this gift would change the institution in the future.
A clear gift-acceptance process with detailed policies can help advancement staff members navigate such negotiations. Heaton suggested working with the chief financial officer and all executive staff to design such policies as, “It’s great to involve everyone in senior leadership in fundraising.” Watt shared Juniata College’s policies for receiving and recording gifts and pledges, calling this pamphlet a “living document” that should be regularly maintained by the advancement team. Watt and Heaton recommended specifying who has the authority to turn down a gift and adding language that articulates how the provost and president can change the direction of a gift in the future. They also suggested making provisions to allow the institution to rename buildings or professorships in the event that a donor engages in illegal or otherwise problematic conduct that might compromise the institution’s reputation.
So what should colleges and universities do if problems arise after a gift is accepted? At a time when the social media news cycle can spread outrage almost instantaneously, Heaton emphasized the value of being prepared. He called on colleges and universities to do tabletop exercises tailored to crises around major gifts—what would senior leadership do if a major donor ended up in the news for a terrible act? How would the advancement team deal with a donor who failed to fulfill his pledge? Heaton also recommended that advancement teams draw on the materials in the CASE Library, a hub for resources about the advancement field that includes case studies of such scenarios and sample gift policies to draw from.