Conditions Governing Use:

Before reproducing or quoting from any materials, in whole or in part, permission must be obtained from the Special Collections Research Center, and the holder of the copyright, if not Swem Library.

Conditions Governing Access:

The collection is open to all researchers. Manuscript collections and archival records may contain materials with sensitive or confidential information that is protected under federal or state right to privacy laws and regulations, such as the Virginia Public Records Act (Code of Virginia. § 42.1-76-91); and the Virginia Freedom of Information Act (Code of Virginia § 2.2-3705.5). Confidential material may include, but is not limited to, educational, medical, and personnel records. If sensitive material is found in this collection, please contact a staff member immediately. The disclosure of personally identifiable information pertaining to a living individual may have legal consequences for which the College of William and Mary assumes no responsibility.

Custodial History:

This collection was previously part of the University Archives Publications Collection.

Preferred Citation:

National Planned Giving Institute Records, Special Collections Research Center, Earl Gregg Swem Library, College of William and Mary.

Historical Note:

According to its brochures and newsletters, the National Planned Giving Institute at the College of William and Mary was "founded in 1967 [and] was given to the College of William and Mary in 1993 by Robert F. Sharpe & Company, Inc."

"The College of William and Mary National Planned Giving Institute offers a series of four seminars covering all aspects of gift development through major current and deferred planned giving. The Institute puts the donor at the heart of the planned giving process, while providing gift planners with the knowledge and tools to enable donors to plan for their future while benefiting the charities they love. The curriculum includes the fundamentals that every gift planner must know to succeed, as well as introduces advanced gift planning, marketing and cultivation strategies. The latest knowledge, research, and trends in all aspects of planned giving is also incorporated in the seminars. The Institute, founded in 1967, has provided comprehensive education in the field of planned giving to thousands. You can gain a new perspective on charitable gift planning and move your planned giving program in a new direction by enrolling in these seminars."

The Institute has since left the College of William and Mary and is now the Sharpe Group. For more information about the Sharpe Group, please see http://www.sharpenet.com/.

Further information about this individual or organization may be available in the Special Collections Research Center Wiki: .

Scope and Contents

This collection contains brochures, booklets, programs, and other published material describing fundraising or development seminars, conferences, and similar programs operated by the National Planned Giving Institute at The College of William and Mary. According to its brochures and newsletters, the National Planned Giving Institute at the College of William and Mary was "founded in 1967 [and] was given to the College of William and Mary in 1993 by Robert F. Sharpe & Company, Inc." The Institute has since left the College of William and Mary and is now the Sharpe Group. For more information about the Sharpe Group, please see http://www.sharpenet.com/.

Related Material

Office of University Development Records (UA 126) contains information about fundraising.

Subjects and Indexing Terms

• Booklets
• Fliers (printed matter)
• Fundraising campaigns
• Gifts and Bequests