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Resources for AFP Members Who Teach in Colleges and Universities

The Higher Education Work Group of the AFP Professional Advancement Division, under the leadership of Carol Numrich, CFRE and Robbe Healey, ACFRE, has developed some matrices, exercises, case studies and puzzles that can be used by AFP members who teach in institutions of higher education.

To view and download, click on the titles below. The materials are grouped by category:

Annual Giving

  1. Higher Education Workgroup Annual Giving Exercises Grid
  2. Case Statement Exercise I, Role of the Case Statement
  3. Case Statement Exercise II, Using Donor Motivations
  4. Case Statement Exercise III, 40-minute In-class Exercise
  5. Direct Mail Package Review Exercise
  6. Donor Motivations Exercise
  7. Responding to a Solicitation Exercise

Communications and Marketing

Development Office Operations

Major and Capital Giving

  1. Capital/Major Gifts Case Statement Evaluation Exercise
  2. Major Gifts Exercise
  3. Capital/Major Gifts Word Puzzles

We plan to add to these materials as new exercises are developed.  If you have materials you’ve used successful and would be willing to share, please contact the AFP Professional Advancement Division at


Major Gifts Exercise — PDF Format, 16452KB

Higher Education Workgroup Annual Giving Exercises Grid — PDF Format, 22049KB

Case Statement Exercise I — PDF Format, 80752KB

Case Statement Exercise II — PDF Format, 73364KB

Case Statement Exercise III — PDF Format, 18515KB

Direct Mail Review Exercise — PDF Format, 21277KB

Donor Motivations Exercise — PDF Format, 69941KB

Responding to a Solicitation Exercise — PDF Format, 23962KB

Classroom Exercises in Pedagogy Matrix — PDF Format, 19624KB

Development Office Procedures Exercises — PDF Format, 46715KB

Capital/Major Gifts Word Puzzles — PDF Format, 161079KB

Capital/Major Gifts Case Statement Evaluation — PDF Format, 32990KB

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