Donors & Libraries

Current faculty: Susan M. Allen & William P. Barlow, Jr
Years taught: 2008, 2011

Description:Particularly aimed at rare book and special collections librarians who deal on a regular basis with donors (or who would like to increase their level of activity in this area); also open to donors (and prospective donors) and booksellers who would like to know more about how libraries and institutional personnel deal with gifts (and with prospective gifts). Topics include: needs and opportunities (the American tradition of gifts to libraries, privileges and responsibilities of donors and libraries, and dealing with bureaucracies); the institutional framework (institutional realities, dealing with changing priorities); library-donor relations (building working relationships, friends’ groups, fulfilling obligations, coping with staff changes); donor research, tax and legal matters (tax incentives, deeds of gift, gift/ purchase arrangements, gift vs. deposit, appraisals, institutional record-keeping).

Requirements: In their personal statement, prospective applicants should describe the extent of their formal and/or informal background in the field.

Course History

2011: Susan Allen & William Barlow, Jr, teach this course in San Francisco.
2008: Susan Allen & William Barlow, Jr, teach this course for the first time at CalRBS.

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