<!DOCTYPE ead PUBLIC "+//ISBN 1-931666-00-8//DTD ead.dtd (Encoded Archival Description (EAD) Version 2002)//EN" "./dtds/ead.dtd">
<ead>
   <eadheader audience="internal" findaidstatus="edited-full-draft" langencoding="iso639-2b" relatedencoding="Dublin Core">
      <eadid countrycode="us" mainagencycode="ndd" publicid="-//Duke University::Archives//TEXT (US::ndd::::Office of Institutional Advancement Records)//EN" url="http://library.duke.edu/rubenstein/findingaids/uainstadv/">uainstadv</eadid>
      <filedesc>
         <titlestmt>
            <titleproper encodinganalog="title">Inventory of
			 the Office of Institutional Advancement Records,
			 <date type="span" normal="1958/1981">1958-1981</date>
            </titleproper>
            <author encodinganalog="creator">Machine-readable
			 finding aid created by: Joshua McKim</author>
         </titlestmt>
         <publicationstmt>
            <publisher>University Archives<lb/>Duke University</publisher>
            <address>


               <addressline>Durham, N.C., U.S.A.</addressline>





            </address>
            <p>
               <date normal="2002" encodinganalog="date">
				2002</date> Duke University. All Rights Reserved.</p>
         </publicationstmt>
      <notestmt><note><p>Aleph Number: <num type="aleph">003205734</num></p></note></notestmt></filedesc>
      <profiledesc>
         <creation>Machine-readable finding aid derived from
		  XML authoring program.<lb/>
            <date>Date of source: December, 2002</date>
         </creation>
         <langusage>Finding aid written in
		  <language encodinganalog="language">English</language>
         </langusage>
      </profiledesc>



      <revisiondesc>
         <change>
            <date normal="20060501">05-01-2006</date>
            <item>PUBLIC "-//Duke
		University::Archives//TEXT (US::ndd::::Office of
		Institutional Advancement Records)//EN"
		uainstadv.xml converted from EAD 1.0 to 2002 by v1to02.xsl (sy2003-10-15).</item><item>Also, the top level of the finding aid (above the dsc) was changed to conform to the NC EAD Best Practice Guidelines. Within the dsc, dates for series were normalized.</item>
         </change>
      </revisiondesc>
   </eadheader>
   <frontmatter>
      <titlepage>
         <titleproper>Inventory of the Office of Institutional
		  Advancement Records,
		  <date type="span">1958-1981</date>
         </titleproper>
         <publisher>Duke University Archives<lb/>

            <lb/>Durham,
		  North Carolina 27708-0202 USA</publisher>



         <p>
            <date normal="yyyymmdd"> 2002</date> Duke
		  University. All Rights Reserved.</p>
      </titlepage>
   </frontmatter>
   <archdesc level="collection" relatedencoding="MARC">
      <did>
         <head>Descriptive Summary</head>
         <repository label="Repository" encodinganalog="710">
            <corpname>University Archives, Duke
			 University.</corpname>
         </repository>
         <origination label="Creator">
            <corpname encodinganalog="110">Duke University.
			 Office of Institutional Advancement.</corpname>
         </origination>
         <unittitle label="Title" encodinganalog="245">Office
		  of Institutional Advancement records,
		  <unitdate normal="1958/1981" type="inclusive">1958-1981.</unitdate>
         </unittitle>

         <physdesc label="Extent">
            <extent encodinganalog="300">1,000 Items, </extent>
            <extent>1 linear ft.</extent>
            <extent>(1 box)</extent>
         </physdesc>
         <physloc label="Location">For current information on
		  the location of these materials, please consult Duke
		  University Archives.</physloc>
         <abstract label="Abstract" encodinganalog="545">The
		  Office of Institutional Advancement was created in 1961 to
		  organize public and alumni relations, fund raising, and
		  long-range planning and development at Duke University. The
		  collection features addresses by E. H. Hopkins, the first
		  Vice President for Institutional Advancement; reference
		  files concerning the administration and history of the
		  Office of Institutional Advancement; reports and studies
		  focusing on fundraising and development of Duke University;
		  and the Office's subject files. Major subjects include
		  planned giving, the Fifth Decade campaign, and corporate
		  support. In 1981, the Office of Institutional Advancement
		  was eliminated and its duties largely assumed by the Office
		  of University Development. </abstract>
         <langmaterial label="Language">
            <language langcode="eng">English.</language>
         </langmaterial>
      </did>
      <descgrp type="admininfo">
         <head>Administrative Information</head>
         <accessrestrict encodinganalog="506">
            <head>Access Restrictions</head>
<p>Patrons must sign the Acknowledgement of Legal Responsibility and Privacy Rights form before using this collection.</p>

            <p>For a period of twenty-five years from the
			 origin of the material, permission in writing from the
			 director of the office of use and the University Archivist
			 is required for use. </p>
         </accessrestrict>
         <custodhist encodinganalog="561">
            <head>Provenance</head>
            <p>Received from the Office of Institutional
			 Advancement, 1964, 1976, 1983, 1995. </p>
         </custodhist>
         <prefercite encodinganalog="524">
            <head>Preferred Citation</head>
            <p>[Identification of item], Office of
			 Institutional Advancement Records, University Archives,
			 Duke University.</p>
         </prefercite>
         <userestrict encodinganalog="500">
            <head>Use Restrictions</head>
            <p>Copyright for official University records is
			 held by Duke University; all other copyright is retained by
			 the authors of items in these papers, or their descendants,
			 as stipulated by United States copyright law. </p>
         </userestrict>
     <processinfo>
            <head>Processing Information</head>
            <p>Processed by University Archives staff, October 2002</p>
<p>Encoded by Joshua McKim, December 2002</p>
         <p>This finding aid is NCEAD compliant.</p>



</processinfo>


      </descgrp>
      <bioghist encodinganalog="545$a">
         <head>Historical Note</head>
         <p>Everett H. Hopkins was appointed Vice President
		  for Institutional Advancement in January 1961 and began his
		  duties in July of that year. The Long-Range Planning
		  Committee of the late 1950s and early 1960s demonstrated
		  the need for organized institutional advancement and
		  large-scale development. Originally, the Vice President for
		  Institutional Advancement was responsible for all public
		  and alumni relations, fund raising, and long-range planning
		  and development. In 1963, long-range planning duties were
		  separated from Institutional Advancement and a new office
		  was created. Hopkins became Vice President for Planning and
		  Institutional Studies. By 1970, offices that fell under
		  Institutional Advancement included Development, Placement
		  Services, Public Relations, and University Editor. In the
		  spring of 1981, President Sanford wanted to redefine the
		  office and its duties. As a result, the Institutional
		  Advancement office was eliminated and its duties largely
		  fell under the office of University Development. The
		  Institutional Advancement program was led by Everett H.
		  Hopkins (1961-1963); Frank L. Ashmore (1963-1973); J. David
		  Ross (1973-1979); and Marion B. Peavey (1979-1981, served
		  as Director; Vice Presidency unfilled after Ross). </p>
      </bioghist>
      <scopecontent>
         <head>Scope and Content Note</head>
         <p>The collection features addresses by E. H.
		  Hopkins, the first Vice President for Institutional
		  Advancement; reference files concerning the administration
		  and history of the Office of Institutional Advancement;
		  reports and studies focusing on fundraising and development
		  of Duke University; and the Office's subject files. Major
		  subjects include planned giving and corporate support. </p>
      </scopecontent>
      <controlaccess>
         <head>Subject Headings</head>
         <list type="simple">
            <item>
               <persname encodinganalog="600">Hopkins, Everett
				H., 1912-</persname>
            </item>
            <item>
               <corpname encodinganalog="610">Duke
				University--Finance.</corpname>
            </item>
            <item>
               <corpname encodinganalog="610">Duke University.
				Office of Institutional Advancement.</corpname>
            </item>
            <item>
               <subject encodinganalog="650">Deferred
				giving.</subject>
            </item>
            <item>
               <subject encodinganalog="650">Educational fund
				raising--United States.</subject>
            </item>
            <item>
               <subject encodinganalog="650">Institutional
				advancement.</subject>
            </item>
            <item>
               <subject encodinganalog="650">Universities and
				colleges--North Carolina--Finance.</subject>
            </item>
         </list>
      </controlaccess>
      <dsc type="combined">
         <head>Contents of Collection</head>
         <c01 level="series">
            <did>
               <unittitle>Addresses,
				<unitdate normal="1961" type="inclusive">1961</unitdate> and
				<unitdate normal="1963" type="inclusive">1963</unitdate>. </unittitle>
            </did>
            <scopecontent>
               <p>Three addresses delivered by Everett H.
				Hopkins explaining the need for and importance of
				institutional advancement at Duke. Hopkins gave the first
				address to the Duke Faculty Club, dated March 21, 1961,
				before he actually began his duties as Vice President. The
				series is useful in explaining some of the concepts behind
				institutional advancement in higher education and its
				relationship to long-term planning, and showing the
				importance placed on planning and development at Duke
				during the early 1960s. </p>
            </scopecontent>
            <c02 level="file">
               <did>
                  <container type="box">1</container>
                  <container type="folder">1</container>
                  <unittitle>
                     <emph render="doublequote">A Philosophy
				  of Institutional Advancement,</emph> E. H. Hopkins to Duke
				  University Faculty Club.
				  <unitdate normal="1961-03-21" datechar="single">March 21, 1961</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">2</container>
                  <unittitle>
                     <emph render="doublequote">Institutional
				  Advancement and the Woman's College,</emph> E. H. Hopkins
				  to Woman's College Alumnae luncheon.
				  <unitdate normal="1963-03-16" datechar="single">March 16, 1963</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">3</container>
                  <unittitle>
                     <emph render="doublequote">The
				  Advancement of Duke University,</emph> E. H. Hopkins to
				  Durham Rotary Club.
				  <unitdate normal="1963-06-10" datechar="single">June 10, 1963</unitdate>
                  </unittitle>
               </did>
            </c02>
         </c01>
         <c01 level="series">
            <did>
               <unittitle>Reference files,
				<unitdate normal="1958/1975" type="inclusive">[1958-1975]</unitdate>
               </unittitle>
            </did>
            <scopecontent>
               <p>Two folders of reference or background
				information on the institution's history and
				administration, likely kept for use in reports or general
				reference. Items of note include biographical sketches of
				major administrative officials, c1963. Also included is a
				"Student's Guide to the Duke Faculty" -- a who's who of the
				faculty with an overview of grading and lecture styles,
				course requirements, and whether the professor is
				recommended (no date, probably early 1960s). </p>
            </scopecontent>
            <c02 level="file">
               <did>
                  <container type="folder">4</container>
                  <unittitle>Administration and faculty,
				  <unitdate normal="1960/1965" type="inclusive">[1960-1965]</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">5</container>
                  <unittitle>History of the University,
				  <unitdate normal="1958/1975" type="inclusive">[1958-1975]</unitdate>
                  </unittitle>
               </did>
            </c02>
         </c01>
         <c01 level="series">
            <did>
               <unittitle>Reports and Studies,
				<unitdate normal="1961/1963" type="inclusive">1961-1963.</unitdate>
               </unittitle>
            </did>
            <scopecontent>
               <p>Primarily internal reports documenting the
				activities of the Institutional Advancement office during
				its early years under Hopkins. Included are annual reports,
				calendars of projects and events, and a collection of
				reports and addresses on each branch of Institutional
				Advancement at a 1962 staff conference. </p>
            </scopecontent>
            <c02 level="file">
               <did>
                  <container type="folder">6</container>
                  <unittitle>Annual Report of Vice President for
				  Institutional Advancement,
				  <unitdate normal="1961/1962" type="inclusive">1961-1962</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">7</container>
                  <unittitle>Three Informal Reports to the Board
				  of Trustees of Duke University,
				  <unitdate normal="1962-06-02" datechar="single">June 2, 1962</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">8</container>
                  <unittitle>The Ford Foundation Special Program
				  in Education,
				  <unitdate normal="1962-08-15" datechar="single">August 15, 1962</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">9</container>
                  <unittitle>Institutional Advancement Staff
				  Reports (from Staff Conference),
				  <unitdate normal="1962-09-25/1962-09-27" type="inclusive">September
					 25-27, 1962</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">10</container>
                  <unittitle>Corporate Support for Duke: A Case
				  Statement (draft),
				  <unitdate normal="1963-04" type="inclusive">April 1963</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">11</container>
                  <unittitle>Analysis and Appraisal of
				  Communications by the Barton Gillet Company,
				  <unitdate normal="1963-04" type="inclusive">April 1963</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">12</container>
                  <unittitle>Preliminary Calendar of Projected
				  Programs and Events,
				  <unitdate normal="1963/1964" type="inclusive">1963-1964</unitdate>
                  </unittitle>
                  <physdesc>
                     <extent>(2
				  copies)</extent>
                  </physdesc>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">13</container>
                  <unittitle>Printed reports</unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">14</container>
                  <unittitle>Untitled, incomplete report:
				  <emph render="doublequote">Things to do</emph> for IA
				  departments, No date</unittitle>
               </did>
            </c02>
         </c01>
         <c01 level="series">
            <did>
               <unittitle>Subject files,
				<unitdate normal="1961/1979" type="inclusive">1961-1979.</unitdate>
               </unittitle>
            </did>
            <scopecontent>
               <p>Subject files kept by Hopkins and his
				successors. Subjects primarily include Estate Planning, the
				Fifth Decade campaign, and Planned Giving. The bulk of the
				series dates to the late 1970s when David Ross served as
				Vice President for Institutional Advancement. Includes
				self-studies and a 1981 report on Institutional Advancement
				and Alumni Affairs by a task force of the Associated
				Students of Duke University.</p>
            </scopecontent>
            <c02 level="file">
               <did>
                  <container type="folder">15</container>
                  <unittitle>Estate Planning Conference (Duke),
				  <unitdate normal="1979-10" type="inclusive">October 1979</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">16</container>
                  <unittitle>Fifth Decade -- assumptions and
				  projections,
				  <unitdate normal="1962/1964" type="inclusive">1962-1964</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">17</container>
                  <unittitle>Fifth Decade -- reports and printed
				  material,
				  <unitdate normal="1962/1966" type="inclusive">1962-1966</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">18</container>
                  <unittitle>Correspondence, President Deryl
				  Hart,
				  <unitdate normal="1961" type="inclusive">1961</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">19</container>
                  <unittitle>Organization,
				  <unitdate normal="1961/1976" type="inclusive">1961-1976</unitdate>
                  </unittitle>
               </did>
               <scopecontent>
                  <p>Includes correspondence related to the
				  organization of and need for the Office of Institutional
				  Advancement.</p>
               </scopecontent>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">20</container>
                  <unittitle>Organization,
				  <unitdate normal="1976/1981" type="inclusive">1976-1981</unitdate>
                  </unittitle>
               </did>
               <scopecontent>
                  <p>Includes self-studies and reports on the
				  Office of Institutional Advancement.</p>
               </scopecontent>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">21</container>
                  <unittitle>Office of Planned Giving,
				  <unitdate normal="1979-10" type="inclusive">October 1979</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">22</container>
                  <unittitle>IA Staff Meetings,
				  <unitdate normal="1961/1962" type="inclusive">1961-1962</unitdate> and
				  <unitdate normal="1976" type="inclusive">1976</unitdate>
                  </unittitle>
               </did>
            </c02>
            <c02 level="file">
               <did>
                  <container type="folder">23</container>
                  <unittitle>Committee of Benefits and Trusts,
				  Handbook,
				  <unitdate normal="1979" type="inclusive">1979</unitdate> [addition to
				  records]</unittitle>
               </did>
            </c02>
         </c01>
      </dsc>
   </archdesc>
</ead>
