Philanthropy: History of Fundraising 1988

A Guide to the Collection of Oral History Interviews at Indiana University Bloomington

Finding aid prepared by the staff of the Center for the Study of History and Memory with a grant from the National Endowment for the Humanities Division of Preservation and Access, 2000-2002

Creator: Indiana University Center for the Study of History and Memory
Title: Philanthropy: History of Fundraising
Collection No.: ohrc087
Dates: 1988
Quantity:

Quantity: 20 Interviews

(Audio files, transcripts, and collateral materials )
Abstract: This project discusses the history of philanthropy and fundraising as a profession. The interviewees, all workers of different generations, discuss the various issues and changes the field of fundraising has faced over the years, with a major focus on fundraising in America. The changing public image of philanthropy, the introduction of women into the field, and the skills and techniques needed within the profession are all discussed in depth throughout the interviews. The major differences between various types of fundraising are also discussed.
Location: Interviews are housed in Franklin Hall, Room 0030A. Contact ohrc@indiana.edu for more information. Copies of interview transcripts are also held by the IU Libraries University Archives. For other locations housing the interviews from this project, please contact the Center for Documentary Research and Practice office.
Language: Materials are in English
Repository: Center for Documentary Research and Practice
Franklin Hall 0030B
601 E. Kirkwood Avenue
Bloomington, Indiana 47405
Business Number: 812-855-2856
ohrc@indiana.edu
URL: https://cdrp.mediaschool.indiana.edu/

Scope and Content Note

This collection contains twenty interviews conducted over three years. The interviews range from 1 hour to 3 hours 33 minutes. All interviews consist of audio tapes and typed transcripts, as well as collateral material.

Restrictions

Usage Restrictions:

The archive of the Center for Documentary Research and Practice at Indiana University is open to the use of researchers. Copies of transcript pages are available only when such copies are permitted by the deed of gift. Scholars must honor any restrictions the interviewee placed on the use of the interview. Since some of our earlier (pre-computer) transcripts do not exist in final form, any editing marks in a transcript (deletions, additions, corrections) are to be quoted as marked. Audio files may not be copied for patrons unless the deed of gift permits it, and a transcript is unavailable for that interview. The same rules of use that apply to a transcript apply to the audio interview. Interviews may not be reproduced in full for any public use, but excerpted quotes may be used as long as researchers fully cite the data in their research, including accession number, interview date, interviewee's and interviewer's name, and page(s).

Administrative Information

Preferred Citation

[interviewee first name last name] interview, by [interviewer first name last name], [interview date(s)], [call number], [project name], Center for Documentary Research and Practice, Indiana University, Bloomington, [page number(s) or tape number and side if no transcript; if digital audio and no transcript, cite time when quote occurs].

Acquisition Information

Oral history interviews conducted by the Indiana University Center for the Study of History and Memory from 1968 to the present, with particular focus on the history of twentieth-century America and the Midwest.

Collection Inventory

Anonymous , April 28, 1989

No(s): 88-020

Physical Description: 55 pages; 3 tapes, 1 7/8 ips, 2 hours 20 minutes; index

Scope and Content Note: The interviewee discusses a background which led to a desire to get into the field of philanthropy. The various struggles of getting into and moving to the top positions in the fundraising field are discussed. Also discussed are the many changes occurring within the field, especially those pertaining to changing roles of women.

Indexed Terms:

  • Occupations:
    • philanthropist
  • Subjects:
    • fundraising skills
    • philanthropic changes
    • public image
  • Corporate Bodies:
    • CASE
    • Girl Scouts of the USA
    • National Society of Fund Raising Executives
  • People:
    • Leone, Henry

Access Status: Restricted: Contact center staff for more information

Brakeley, George A., Jr. , November 23, 1987, December 7, 1988

No(s): 88-001

Physical Description: 84 pages; 4 tapes, 1 7/8 ips, 3 hours 10 minutes; 1 U-matic tape; index; photocopied pictures of interviewee

Scope and Content Note: George A. Brakeley Jr., born in 1916, discusses his father's first experiences with John Price Jones and how these experiences brought him into the field of fundraising. He talks about the impact serving in the United States Army had on his life. Also, Brakeley recalls friendships he has made through his career and the satisfaction he has gained from his work as a fundraising consultant. He discusses the distinctions between his professional and personal life and shares memorable fundraising campaigns he has been involved with. He discusses the fact that his son is now involved in the field of philanthropy and the changes that have occurred over the generations.

Indexed Terms:

  • Occupations:
    • fundraising consultant
  • Places:
    • Canada
    • France
    • United Kingdom
    • United States
  • Subjects:
    • A Campaign Director's Manual
    • employee retention
    • employment qualifications
    • moonlighting
    • philanthropic changes
    • philanthropic lifestyle
    • public image
    • social classes
  • Corporate Bodies:
    • Brakeley, John Price Jones, Inc.
    • John Price Jones, Inc.
    • United States Army
  • People:
    • Jones, John Price

Access Status: Open

Brecht, Charles A. , April 15, 1988, December 5, 1988

No(s): 88-009

Physical Description: 50 pages; 4 tapes, 1 7/8 ips, 2 hours 40 minutes; 1 U-matic tape; index; photocopied picture of interviewee; professional history of interviewee

Scope and Content Note: Charles A. Brecht, born in 1918, discusses a little about his upbringing, especially his mother' influence on him to go to college. By accepting a position as Alumni officer at St. John's University while still a student, Brecht indirectly entered the field of fundraising. Following this, he got a position with John Price Jones, Inc. Brecht discusses the history of this company, its merger with Brakeley and Co., and the changes that have been and still are occurring in the field of philanthropy.

Indexed Terms:

  • Occupations:
    • philanthropist
  • Subjects:
    • Catholic universities
    • donor motivations
    • fundraising skills
    • philanthropic changes
    • public image
    • Religion
  • Corporate Bodies:
    • Brakeley, John Price Jones, Inc.
    • John Price Jones, Inc.
  • People:
    • Brakeley, George A., Jr.
    • Jones, John Price

Access Status: Open

Brewer, Melvin D. , April 15, 1988

No(s): 88-008

Physical Description: 37 pages; 2 tapes, 1 7/8 ips, 2 hours 35 minutes; 1 U-matic tape; index; curriculum VITAW

Scope and Content Note: Melvin D. Brewer, born on March 6, 1913, discusses his life, especially the impact of the Great Depression, growing up, as a student, and as a Director of Admissions at Washington and Jefferson College. He discusses the effects serving in the military during World War I had on his outlook on life, as well as how these experiences opened him up to the philosophy of philanthropy. Brewer further expresses he intrinsic benefits of the fundraising field.

Indexed Terms:

  • Occupations:
    • admissions dean
    • philanthropist
  • Subjects:
    • donor motivations
    • Great Depression
    • job satisfaction
    • philanthropic changes
    • philanthropic ethics
    • public image
    • Religion
  • Corporate Bodies:
    • Ketchum, Incorporated
    • Marts and Lundy, Incorporated
  • People:
    • Morgan, T.S.

Access Status: Open

Campbell, Donald , April 11, 1989

No(s): 88-015

Physical Description: 34 pages; 2 tapes, 1 7/8 ips, 1 hour 30 minutes; index; photocopied picture of interviewee; biographical sketch of interviewee

Scope and Content Note: Donald Campbell, born on October 24, 1935, recalls his upbringing in a very small rural area as very service oriented through his grandfather's store. Campbell discusses his involvement in the United States Army Navy and its motivational influence on him to study seriously in college. At Finn college, Campbell's involvement in fundraising for his fraternity led him to a position in the Alumni Association. Campbell went on to hold a number of important positions in several fundraising organizations before becoming president of his own company. He discusses the setbacks and changes in the field of Philanthropy.

Indexed Terms:

  • Occupations:
    • philanthropist
  • Subjects:
    • employee retention
    • job satisfaction
    • philanthropic changes
    • philanthropic leadership
    • public image
    • volunteerism
  • Corporate Bodies:
    • Campbell and Company

Access Status: Open

Chamberlain, Ralph E. , April 18, 1988, December 6, 1988

No(s): 88-011

Physical Description: 51 pages; 3 tapes, 1 7/8 ips, 2 hours 14 minutes; 1 U-matic tape; index

Scope and Content Note: William Heinley, born in 1915, begins with his early life and extends through the nineteen seventies. The account heavily focuses on the twenties and thirties with such topics as farming methods, land equipment prices, effects of the Great Depression, and New Deal legislation. Crop introductions, livestock farming and mechanization are concerns during the forties and fifties, while skyrocketing land prices and the decline of the automotive industry have a detrimental impact through the end seventies.

Indexed Terms:

  • Occupations:
    • philanthropist
  • Places:
    • Cooperstown, New York
  • Subjects:
    • fundraising skills
    • job satisfaction
    • philanthropic changes
    • philanthropic ethics
    • Religion
  • Corporate Bodies:
    • National Society of Fund Raising Executives
    • Salvation Army
  • People:
    • Seymour, Harold J.

Access Status: Open

Cook, Franklyn T. , April 26, 1989

No(s): 88-017

Physical Description: 53 pages; 3 tapes, 1 7/8 ips, 2 hours 35 minutes; index; photocopied pictures of the interviewee; professional experience of the interviewee; fundraising pamphlet

Scope and Content Note: Franklyn T. Cook discusses his religious upbringing and his exposure to human services as a child. He discusses his education and his unplanned employment as a social worker as well as his service in the United States Army, and how these different experiences gave him different perspectives of people in need. Cook speaks of his experiences in the field of fundraising and the part religion has often played. He discusses the many changes that have occurred and are continuing to occur in philanthropy. Cook describes fundraising as an art rather than a science.

Indexed Terms:

  • Occupations:
    • philanthropist
    • social worker
  • Places:
    • Rhode Island, New York
  • Subjects:
    • philanthropic changes
    • philanthropic ethics
    • public image
    • Religion
  • Corporate Bodies:
    • American Association of Fund Raising Council
    • National Society of Fund Raising Executives
    • United Way of America
    • YMCA
  • People:
    • Gurin, Maurice G.

Access Status: Open

Foerst, John G. , April 18, 1988, December 5, 1988

No(s): 88-010

Physical Description: 68 pages; 4 tapes, 1 7/8 ips, 2 hours 38 minutes; index; photocopied picture of interviewee; professional background of interviewee

Scope and Content Note: John G. Foerst, born in 1927, discusses his upbringing and the effects the Great Depression had on his family. Foerst talks about his experience as a social worker and then the beginnings of his exposure to the fundraising field. After serving as a New York State Representative, Foerst speaks of his desire to settle down and become a lawyer, of his inadvertent introduction introduction to Community Counseling Services, and of his choice to remain in the field of philanthropy rather than continue with law school. Through his time in the field, Foerst discusses philanthropy's religious background, and the many changes that have and continue to occur. He also discusses the expansion of philanthropy throughout the world.

Indexed Terms:

  • Occupations:
    • philanthropist
  • Subjects:
    • employment qualifications
    • job satisfaction
    • philanthropic changes
    • public image
    • Religion
  • Corporate Bodies:
    • American Association of Fund Raising Council
    • Community Counseling Services
  • People:
    • Janeske, Jerry
    • Wiener, Henry
    • Zimmerman, Frank

Access Status: Open

Geever, Jane C. , April 25, 1989

No(s): 88-016

Physical Description: 55 pages; 3 tapes, 1 7/8 ips, 2 hours 20 minutes; index; photocopied pictures of the interviewee; interviewee's resumé

Scope and Content Note: Jane C. Geever, born in 1946, discusses her childhood and the fact that both of her parents were involved in a sort of fundraising and human services through both the community and the church. Geever talks about her aspiration to work in the UN, but once there her disillusions of the field. She discusses her enjoyment of the fundraising aspect of her job in the UN and her consequent decision to join the field of fundraising. Once in the field, Geever describes her natural talent as it flourished and eventually led to stating her own firm. Geever, being one of the first leading ladies in the field of fundraising, discusses the ups and downs of this position as well as the changes she has both witnessed and been a part of.

Indexed Terms:

  • Occupations:
    • philanthropist
  • Subjects:
    • employment qualifications
    • foundation competition
    • fundraising council
    • in-house fundraising
    • job satisfaction
    • philanthropic changes
    • philanthropic ethics
    • public image
  • Corporate Bodies:
    • American Association of Fund Raising Council
    • J.C. Geever, Incorporated
    • National Society of Fund Raising Executives
  • People:
    • Gurin, Maurice G.

Access Status: Open

Gibson, E. Burr , December 2, 1987, April 14, 1988

No(s): 88-004

Physical Description: 84 pages; 4 tapes, 1 7/8 ips, 3 hours 33 minutes; index

Scope and Content Note: E. Burr Gibson discusses growing up in a big family environment. He talks about planning to go for a master's degree on a fellowship, being approached by the March of Dimes and making the decision to take a position with the March of Dimes to gain experience and prestige rather than pursue higher education. This led him into a career in the field of fundraising. Gibson discusses the different levels of fundraising and the different techniques associated with each. He also discusses the history of philanthropy through Marts and Lundy, Incorporated and compares it to the rest of the world.

Indexed Terms:

  • Occupations:
    • field representative
    • philanthropist
  • Subjects:
    • donor motivations
    • Education
    • foundation competition
    • fundraising skills
    • fundraising strategies
    • philanthropic changes
    • philanthropic ethics
    • public image
    • Religion
  • Corporate Bodies:
    • March of Dimes
    • Marts and Lundy, Incorporated

Access Status: Open

Goldstein, Henry , April 27, 1989

No(s): 88-018

Physical Description: 42 pages; 2 tapes, 1 7/8 ips, 1 hour 44 minutes; index; photocopied picture of the interviewee; professional biography of the interviewee

Scope and Content Note: Henry Goldstein, born in 1933, discusses his early involvement in the field of fundraising through the New Jersey Community Chest and his early enjoyment of the work. He discusses his subsequent frustrations with the corruption in the Community Chest and surrounding corporations which led to his employment with the United Way of America and Harold Oram, Inc. Goldstein talks about the natural traits which he believes a good fundraiser must possess. He also discusses the changes that have occurred within the fundraising field, as well as what may come in the future.

Indexed Terms:

  • Occupations:
    • philanthropist
  • Subjects:
    • fundraising skills
    • philanthropic changes
    • public image
    • Religion
  • Corporate Bodies:
    • Harold L. Oram, Incorporated
  • People:
    • Oram, Harold
    • Tracey, Lee

Access Status: Restricted: Contact center staff for more information

Goodale, Toni K. , April 27, 1989

No(s): 88-019

Physical Description: 65 pages; 3 tapes, 1 7/8 ips, 2 hours 3 minutes; index

Scope and Content Note: Toni K. Goodale, born in 1941, discusses her active role at Smith College, which eventually led to an offer to work as a Fund Agent at her alma mater. She talks about learning the job and the fundraising business through her female role models. Goodale discusses going out on her own as a woman and the growth the field of fundraising has undertaken. She also discusses lingering misconceptions and problems within the field, including ethical issues.

Indexed Terms:

  • Occupations:
    • fund agent
    • philanthropist
  • Subjects:
    • fundraising skills
    • fundraising strategies
    • job satisfaction
    • philanthropic changes
    • philanthropic ethics
    • public image
  • Corporate Bodies:
    • American Association of Fund Raising Council

Access Status: Open

Gurin, Maurice G. , December 1, 1987, December 6, 1988

No(s): 88-003

Physical Description: 53 pages; 4 tapes, 1 7/8 ips, 2 hours 25 minutes; index; photocopied picture of the interviewee; newspaper article about the interviewee

Scope and Content Note: Maurice G. Gurin, born in 1911, discusses his physician father's strong influence to work not for profit. He expresses his early interest in journalism and his work in public relations which inadvertently brought him to writing fundraising materials for organizations. Gurin discusses actually getting into the field and how the more he got into it, the more he enjoyed it. He also discusses the direction in which the field of philanthropy seems to be going.

Indexed Terms:

  • Occupations:
    • philanthropist
  • Subjects:
    • donor motivations
    • Education
    • fundraising failures
    • fundraising skills
    • job satisfaction
    • philanthropic changes
    • philanthropic ethics
    • salaries
  • Corporate Bodies:
    • American Association of Fund Raising Council Trust
  • People:
    • Bowen, Lewis H.

Access Status: Open

Kersting, Donald L. , April 18, 1988, December 6, 1988

No(s): 88-012

Physical Description: 74 pages; 4 tapes, 1 7/8 ips, 2 hours 30 minutes; index; biography of interviewee

Scope and Content Note: Donald L. Kersting, born on April 1, 1922, discusses his father's great influence on him both personally and professionally. He discusses his father's involvement in the field of fundraising through John Price Jones, Inc. until beginning a firm of his own. Kersting talks about not wanting to get into the field of philanthropy due to his father's large circle of influence, but he eventually decided to give it a try and became increasingly intrigued by philanthropy.

Indexed Terms:

  • Subjects:
    • fundraising skills
    • job satisfaction
    • philanthropic changes
    • public image
  • Corporate Bodies:
    • Kersting, Brown & Company
    • United States Air Force
  • People:
    • Kersting, Carl
    • Seymour, Harold J.

Access Status: Restricted: Contact center staff for more information

Radock, Michael , May 16, 1988

No(s): 88-013

Physical Description: 37 pages; 2 tapes, 1 7/8 ips, 1 hour 30 minutes; index

Scope and Content Note: Michael Radock discusses the strong work ethic he believes came from his upbringing. He discusses his interest in journalism during college. Radock goes on to talk about the differences in philanthropy around the world as apposed to America, as well as regional differences within America itself. He explains the "five I's formula", what works in philanthropy, and shares some experiences of his own in the field of fundraising.

Indexed Terms:

  • Occupations:
    • philanthropist
  • Subjects:
    • donor motivations
    • fundraising skills
    • philanthropic changes
    • philanthropic ethics
    • regional differences
  • Corporate Bodies:
    • Council for Advancement and Support of Education
    • National Society of Fund Raising Executives

Access Status: Open

Rosso, Henry A. , January 13, 1988, February 9, 1988

No(s): 88-005

Physical Description: 97 pages; 5 tapes, 1 7/8 ips; 3 hours 27 minutes; index

Scope and Content Note: Henry A. Rosso, born on June 13, 1917, discusses his Italian upbringing and large family. He talks about running his own newspaper shortly after high school, and later working in public relations. Rosso speaks of getting into the field of fundraising and learning about it through his work in public relations. This eventually led to a position at Brakeley, John Price Jones, Inc. Rosso discusses moving up in the business into an unfulfilling management position; he soon went out on his own. Rosso talks a lot about the beginnings of the Fund Raising School, the changes that have occurred, and the courses it has to offer. He also discusses family of a fundraising professional.

Indexed Terms:

  • Occupations:
    • journalist
  • Subjects:
    • Education
    • employee retention
    • fundraising strategies
    • job satisfaction
    • philanthropic changes
    • public image
  • Corporate Bodies:
    • Brakeley, John Price Jones, Incorporated
    • Fund Raising School
  • People:
    • Brook, Anita

Access Status: Open

Ryan, Patrick J. , April 10, 1989

No(s): 88-014

Physical Description: 33 pages; 2 tapes, 1 7/8 ips, 1 hour 30 minutes; index; professional biography of the interviewee

Scope and Content Note: Patrick J. Ryan, born in November of 1940, discusses his visual impairment of being legally blind and how that has affected him. He discusses his interest in the field of philanthropy at a young age, though he did not know its name. Ryan talks about his employment as assistant dean at his alma mater, the University of Kentucky following some work he did with his fraternity and how this job led to a position with Marts and Lundy, Incorporated Ryan expresses his enjoyment of the profession of fundraising.

Indexed Terms:

  • Occupations:
    • philanthropist
  • Subjects:
    • employee retention
    • fundraising skills
    • job satisfaction
    • philanthropic changes
    • public image
  • Corporate Bodies:
    • Marts and Lundy, Incorporated
  • People:
    • Downes, Michael

Access Status: Open

Schwartz, John J. , January 28, 1988, April 21, 1988

No(s): 88-006

Physical Description: 60 pages; 4 tapes, 1 7/8 ips, 2 hours 26 minutes; 1 U-matic tape; index; photocopied pictures of the interviewee; article written by interviewee

Scope and Content Note: John J. Schwartz, born on August 28, 1919, discusses the hardships of growing up during the Great Depression. He discusses his involvement with the United States Air Force during World War II and the effects this experience had on him including his goal to help society. Schwartz talks about getting hired by John Price Jones and giving up on the idea of college. He discusses the history of the AAFRC in depth and the changes that have occurred since its origin, as well as other organizations that have come into being within the field of philanthropy.

Indexed Terms:

  • Occupations:
    • philanthropist
  • Subjects:
    • Education
    • fundraising skills
    • Giving USA
    • National Philanthropy Day
    • philanthropic changes
    • philanthropic ethics
    • philanthropic organizations
    • public image
  • Corporate Bodies:
    • American Association of Fund Raising Council
    • John Price Jones, Inc.
    • National Society of Fund Raising Executives
    • United States Air Force

Access Status: Open

Street, Wolcott D. , April 15, 1988

No(s): 88-007

Physical Description: 25 pages; 1 tape, 1 7/8 ips, 1 hour; index; 1 U-matic tape; photocopied picture of the interviewee; biography of the interviewee

Scope and Content Note: Wolcott D. Street, born on September 4,1906, discusses his upbringing in a single parent home with his mother, as well as his tough experience at boarding school. He discusses his inadvertent beginning in the field of fundraising due to a lack of employment, and his educational ties to John Price Jones through Exeter prep school and Harvard University. Street talks about his move from one company to another and his various mentors who taught him the fundraising business.

Indexed Terms:

  • Subjects:
    • Education
    • philanthropic changes
    • public relations
  • Corporate Bodies:
    • John Price Jones, Incorporated
  • People:
    • Duncan, Robert F.
    • Jones, John Price

Access Status: Open

Treash, Harold T. , March 28, 1987, November 23, 1987

No(s): 88-002

Physical Description: 89 pages; 5 tapes, 1 7/8 ips, 3 hours 23 minutes; 1 U-matic tape; index; photocopied pictures of interviewee

Scope and Content Note: Harold T. Treash, born in 1918, discusses the influence his parents had on him in the areas of morale, ethics, and hard work. He talks about his work with the YMCA, which centered around fundraising. He enjoyed this work in the field of philanthropy and it eventually led him to a full time career as a fundraising counselor. Treash discusses the unchanging principles of fundraising and describes the differences between a fundraiser and fundraising counsel. He also talks about volunteers and their impact on the field of fundraising.

Indexed Terms:

  • Occupations:
    • fundraising counselor
  • Subjects:
    • Education
    • fundraisers
    • fundraising council
    • fundraising skills
    • job satisfaction
    • philanthropic changes
    • philanthropic principles
    • public image
    • regional differences
    • Religion
    • salaries
    • war
  • Corporate Bodies:
    • YMCA
  • People:
    • Ward, Charles

Access Status: Open