Guide to the Office of Institutional Advancement Records, 1958-1981


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.

Descriptive Summary

University Archives, Duke University.
Duke University. Office of Institutional Advancement.
Office of Institutional Advancement records 1958-1981.
1 linear feet
For current information on the location of these materials, please consult Duke University Archives.

Restrictions on Access & Use

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warning Access Restrictions

Researchers must register and agree to copyright and privacy laws before using this collection.

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.

warning Use Restrictions

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.

Contents of the Collection

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.

A Philosophy of Institutional Advancement, E. H. Hopkins to Duke University Faculty Club. March 21, 1961
Box 1 Folder 1
Institutional Advancement and the Woman's College, E. H. Hopkins to Woman's College Alumnae luncheon. March 16, 1963
Box 1 Folder 2
The Advancement of Duke University, E. H. Hopkins to Durham Rotary Club. June 10, 1963
Box 1 Folder 3

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).

Administration and faculty, [1960-1965]
Folder 4
History of the University, [1958-1975]
Folder 5

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.

Annual Report of Vice President for Institutional Advancement, 1961-1962
Folder 6
Three Informal Reports to the Board of Trustees of Duke University, June 2, 1962
Folder 7
The Ford Foundation Special Program in Education, August 15, 1962
Folder 8
Institutional Advancement Staff Reports (from Staff Conference), September 25-27, 1962
Folder 9
Corporate Support for Duke: A Case Statement (draft), April 1963
Folder 10
Analysis and Appraisal of Communications by the Barton Gillet Company, April 1963
Folder 11
Preliminary Calendar of Projected Programs and Events, 1963-1964
(2 copies)
Folder 12
Printed reports
Folder 13
Untitled, incomplete report: Things to do for IA departments, No date
Folder 14

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.

Estate Planning Conference (Duke), October 1979
Folder 15
Fifth Decade -- assumptions and projections, 1962-1964
Folder 16
Fifth Decade -- reports and printed material, 1962-1966
Folder 17
Correspondence, President Deryl Hart, 1961
Folder 18
Organization, 1961-1976

Includes correspondence related to the organization of and need for the Office of Institutional Advancement.

Folder 19
Organization, 1976-1981

Includes self-studies and reports on the Office of Institutional Advancement.

Folder 20
Office of Planned Giving, October 1979
Folder 21
IA Staff Meetings, 1961-1962 and 1976
Folder 22
Committee of Benefits and Trusts, Handbook, 1979 [addition to records]
Folder 23

Historical Note

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).

Subject Headings

Preferred Citation

[Identification of item], Office of Institutional Advancement Records, Duke University Archives, David M. Rubenstein Rare Book & Manuscript Library, Duke University.

Processing Information

Processed by University Archives staff, October 2002

Encoded by Joshua McKim, December 2002

This finding aid is NCEAD compliant.