Ms. Jae came to ACTA from the Jack Miller Center, where she worked on the center’s academic programs, communications, and development team.

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Named gifts have been on my mind this week, not because of the announcement of Mr. Griffin’s gift, but because my grandfather passed away peacefully on April 12. His 93 years left an indelible impression not only on my family, but also on his community, which pooled donations to create a named fund in honor of my grandparents’ devotion to their church.

A kind and soft-spoken man, my grandfather was a Navy veteran and a chemist who spent his entire career with Exxon in Houston after earning his Ph.D. He was devoted to his family, especially his wife Margaret, to whom he was married for 64 years until her passing in 2020. For her memorial service, he filled the halls of their church with photos, letters, watercolor paintings, and even her high school diploma. My grandparents shared a faith that never wavered, and they were charter members of Christ Memorial Lutheran Church, which served as the center of their social lives and civic engagement.

Reflecting on my grandparents’ lives, it stands out to me how remarkably active they were in their community. My grandmother played the piano at retirement homes every week until her eyesight failed. My grandfather tutored children at the local elementary school and taught ESL night classes. Christ Memorial Church was the spring from which their good works flowed, allowing them to build an enriching life together in a city far from where either of them was born.

My grandparents served as models of meaningful civic engagement, not only for their children and grandchildren, but for other congregation members. Last fall, when my grandfather moved from Houston to a nursing home in Austin, members of the church gathered for one last prayer breakfast to wish him farewell. To my family’s surprise, they announced that the church had collected $5,000 in donations to start the Bruce and Margaret Koons Missions Fund, named in honor of my grandparents for all that they had devoted to the church for more than 50 years. Six months later, he is gone, but the fund continues to support the efforts of Lutheran missionaries around the world.

In my professional life, I have the privilege of advising donors on their gifts to higher education. For many donors, naming and legacy are important considerations. When advising donors, I help them to think through the technical details of their gift agreement. How and where will the name appear? Which abbreviations, if any, are acceptable?

These details may seem trivial, but working through them often helps donors visualize the legacy they will leave. My organization has advised donors making named gifts to establish a new building, an internship program, a lecture series, an endowed chair, and more. The size of the gift has no bearing on its meaning or on the importance the individuals place on getting the details of how their name will be used just right. Names carry a legacy, and that can be a beautiful thing.

As I reflect on my grandfather’s life, I find great comfort in knowing that his name and my grandmother’s will live on at a place that meant so much to them both. Of course, their names will live on in our family, too. My daughter’s middle name is Margaret, and it is my greatest hope that her life reflects the same joy, love, and devotion of her namesake.

This appeared on May 2, 2023 in Philanthropy Daily.

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My research is focused on the complexity of the philanthropy space – how to understand and navigate it. There is far more to private giving for the public good than most people realize, but I also do not want people to feel overwhelmed. There are a lot of choices out there, like who to support and how to do it. Advisers help people navigate that complexity. Despite the growth of the number of philanthropic advisers, there is still a lot of mystery surrounding the career, and I hope to demystify the world of philanthropy advising.

How can a philanthropy adviser help donors give more effectively?

Rationing is the natural state of philanthropy. Nobody can support every good cause, so people have always had to make choices – often between equally worthwhile options. The hope would be that if you have an adviser, you’re being supported to make better choices – better in the sense of being more impactful for society and more meaningful for the donor. An adviser helps donors make those choices by enabling their client to identify and unpack their values, ideals, and hopes for how their money can make a difference.

What do you wish the public knew about the philanthropy sector?

I wish the public were more aware of the positive potential of philanthropy to save and improve lives. No one is obliged to give away anything, and many wealthy people give nothing or only trivial amounts, so it’s frustrating that those who do put their heads above the philanthropic parapet so often get shot down. People relish the cartoon caricatures of big donors as tax-dodging, power-hungry egotists, but that obviously involves unfair generalizations and most often the critique is really about the accumulation of wealth rather than its philanthropic distribution. The general public thinks that if you have money, everyone just dances to your tune, and that is not an accurate representation of the nonprofit sector or the higher education sector. Gifts have to be accepted as well as given, and those responsible for running nonprofits and universities can decide whether or not to accept a gift, for example if they have concerns about the source of wealth being tainted, or if the donor is making unreasonable demands in return for their gift. Philanthropy advisors can support their clients to interact respectfully with potential beneficiaries – for example by avoiding being a burden when visiting projects or not asking for excessive amounts of reporting. So one of my main goals is to shoot down the caricature of irritating big givers, because it’s not fair. You cannot caricature any group of people. They are just people, and within the category of “donor,” there is a whole range of personalities and motivations and so on. Life is always more complicated than stereotypes allow, including in the giving sphere.

Who is the audience for your book?

The first audience is people who are thinking of becoming philanthropy advisers, whether as their main career or those who are already in a professional advising role, like accountants, managers, lawyers, and so on who can incorporate philanthropy into conversations with their clients.

The second audience is other people in the philanthropy space who might work with advisers and have concerns about that—including fundraisers but also nonprofit leaders, grant-makers, and anyone who is thinking, “Who are these people; What are they doing?” We want them to understand what the advising role involves so that they can see them as potential allies, rather than as a barrier that makes reaching donors even harder. Advisers and fundraisers have more in common than they realize. An adviser can be an ally in helping the fundraiser because it is in the adviser’s best interest to put good causes in front of the client.

We know from our work with higher education donors that giving well is harder than it looks. How can nonprofit fundraisers help donors make more meaningful contributions to their organizations?

“Meaningful” is the key word because one thing that we know about philanthropy is that if people do enjoy it and get meaning out of it, then they give more. And without wishing to sound too cheesy, what philanthropy does is it turns money into meaning. That is quite some alchemy, so it is worth taking time over.

No matter how tempting it is to just grab that $100,000 for this year’s target, it is in the fundraiser’s and the institution’s interest to take the time to work with donors. You might discover that a different gift would suit the donor better and still suit the institution. That may turn into a repeat gift or a much bigger gift.

Beth Breeze is the director of the Centre for Philanthropy at the University of Kent. Dr. Breeze has authored and co-edited seven books, launched a master’s program in philanthropic studies, and published extensively in industry journals and media outlets. Her book In Defence of Philanthropy won the Association of Fundraising Professionals’ 2022 AFP/Skystone Partners Prize for Research on Fundraising and Philanthropy. Her most recent book Advising Philanthropists: Principles and Practice, written with Emma Beeston, was released in February of this year.

This appeared in Philanthropy Daily on April 19, 2023.

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Philanthropy has always had skeptics, as any field involving billions of dollars and potentially enormous public influence should. Hypercriticism of philanthropists, however, does not bode well for nonprofit organizations and individuals who rely on charitable giving. So argues sociologist Beth Breeze in her 2021 book, In Defence of Philanthropy.

Breeze, who directs the Global Challenges Doctoral Centre and the Centre for Philanthropy at the University of Kent, writes that “criticism is now at an unprecedented level, and its amplification by moral grandstanding on social media risks undermining the whole enterprise of philanthropy, rather than correcting specific problematic cases.”

Criticism itself is not the issue. Generalized cynicism about the field, however, will negatively affect more than the reputation of billionaire philanthropists.

Breeze identifies three critiques about giving: the academic, the insider, and the populist. The academic critique calls giving undemocratic because there is limited public oversight of philanthropy but extensive tax benefits. The insider critique argues that giving is misdirected; it should be targeting social justice rather than the interests of a self-selecting elite. The populist critique suspects nefarious motives behind philanthropy and that giving is really taking in disguise.

Is giving categorically undemocratic? Or can philanthropy serve as a source of outside accountability that is necessary in a democracy? Philanthropy operates within rules, including tax laws, that were determined by the public. Breeze warns against comparing “an idealized version of democracy with the messy reality of philanthropy.” Instead, philanthropy and democracy should be seen as dynamic concepts. Philanthropy can change, and has changed, as needed to improve the process of democracy. They may be uneasy allies, but they are far from mortal enemies.

Underlying the insider critique is the assumption that philanthropy ought to be solely, or primarily, focused on reducing inequality and solving poverty — “despite there being no historical precedent or legal obligation for philanthropy to be solely directed at this one goal,” as Breeze writes. Social issues are a vital part of philanthropy, but historically, philanthropy has included the arts and culture, religious organizations, and a myriad of other causes. The insider critique measures philanthropy based on goals it did not set out to accomplish and something at which even the most well-funded governments have failed.

The populist critique points to charges of hypocrisy, hidden interests (such as tax avoidance), and potential material benefits for donors. The personal lives of donors are of more interest than the details of their giving. Breeze points to MacKenzie Scott as an example, whose emergence in philanthropy was treated by the press as revenge against her ex-husband, Jeff Bezos, rather than a genuine desire to do good. While large-scale philanthropy receives intense criticism, the media also uplift examples of ordinary people doing good, which leads Breeze to ask, “At precisely what size bank balance does the capacity to be altruistic cease?”

In Defence of Philanthropy is exceptional because Breeze communicates scholarly work, statistics, and history with ease. She situates each critique of philanthropy within its historical context, tracing the roots of the criticism in order to provide a nuanced, often witty, response. Yet, she is never dismissive of the criticisms leveled against philanthropy. Instead, her sense of humor allows the reader to take philanthropy more seriously by preventing the reader from leaping to conclusions or indulging in over-generalizations.

Throughout her book, Breeze is careful to emphasize that hypercriticism of philanthropy matters because should high-level donors, such as those on the Forbes list, choose to spend money on pursuits other than charity, the only people that will really hurt are the nonprofit organizations and those they serve. Breeze writes, “Like politics, philanthropy is imperfect, messy and complex, but it is better than a world without philanthropy.” However much we enjoy painting philanthropy as the villain, we should be more worried about having a society that chooses not to give.

This article originally appeared in the Washington Examiner on January 27, 2023.

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Effective altruism advocates supporting the most cost-effective ways to save lives and reduce suffering. This evidence-based approach naturally directs funds toward measurable interventions, most often in developing countries because of lower costs. Beyond individual charitable decisions, EA also recommends that adherents choose an overall lifestyle that can maximize their incomes, so they can maximize their giving. Because of the ongoing scandal with Sam Bankman-Fried, a prominent effective altruist, and his company FTX, the lifestyle element has received significant attention and is expertly analyzed by Mark Mutz and Richard Gunderman in their article “FTIX and the Lust for Wealth.” 

Saving lives and alleviating suffering are noble goals, but they are not the only legitimate goals of philanthropy. Traditionally, philanthropy has also served to strengthen civil society by providing forums for democratic discussion, exploring cultural meaning through the arts, and cultivating a strong network of religious organizations. From something as simple as a Little Free Library down the street to the vast network of State and National Parks, Americans make it a regular practice to offer their time, treasure, and talent for the common good. 

Philanthropic history shows us a rich tapestry of causes, with different ideas of the good competing in society. EA adds to this dialogue on “the good” with the claim that its way of giving is the most ethical and the most urgent. Peter Singer makes this argument throughout his 2015 book The Most Good You Can Do. Any other aims of philanthropy can wait until certain material needs are met. Singer writes, “In a world in which everyone had enough to eat, basic healthcare, adequate sanitation, and a place at school for each of their children, there would be no problem about donating to museums.” Put another way, Singer is suggesting that until we solve the problems that governments, non-profits, and markets have failed to solve so far, we cannot justify devoting resources to the cultural and spiritual goods that feed the soul. 

Imagine, for a moment, the implications of redirecting all funding for museums. Museums could be seen as archaic institutions passing down an outmoded cultural inheritance. On the other hand, museums are an invitation to understand who we, the audience, are, and our values. Although museums reflect the choices of curators, they are also a public forum for discussion and a physical space that connects the knowledge of the past with the needs and interests of the present. Singer presents a false dichotomy. Philanthropy can pursue more than one end. We should not burn the Library of Alexandria for firewood. 

Along with museums, Singer discourages gifts to higher education, where much of the research necessary to develop medical treatments is conducted. In her book In Defence of Philanthropy, Beth Breeze notes that effective altruism channels “funds to those causes and organizations that can demonstrate the greatest impact per dollar spent today.” This focus on immediacy overlooks the fact that “the $5 intervention is dependent on that earlier, and far more expensive scientific effort.” Building and distributing seemingly-simple goods, like vaccines or deworming medication, requires extensive research, coalition building, and international negotiations. These activities are expensive and more difficult to quantify than the number of lives saved per mosquito net. The requirement for measurable impact glosses over the complexity of the entrenched problems that philanthropy tries to address.

There are many different opinions on how philanthropy should operate, but one almost universally recognized benefit of philanthropy is its ability to absorb risk. Rob Reich, the author of Just Giving, argues that the ability of philanthropy to fund experiments for meeting social needs that can be adopted and amplified by the government is one of the only just uses of charitable giving. EA often recommends giving through organizations like GiveWell, a project that recommends charities based on their effectiveness and advocates giving to methods that have already been proven. While some funding may go toward developing more effective solutions, the emphasis on only giving to methods that are cheap and proven discourages gifts that may not work, but whose failure leads to better solutions down the road. 

EA then poses a dilemma for high-capacity donors. Should they consult GiveWell and award $30 million to produce the highest number of guaranteed interventions? Or should they absorb more risk by funding research that could potentially develop better solutions? Should they invest in the classic Hallmark dilemma of saving a town landmark facing demolition, or make a more urban reinvestment in the symphony? EA would say these latter options are not the best use of funds because they do not meet the stated values of EA, and their impact is not measurable. Yet, often the most treasured parts of our lives are immeasurable. We do not conduct a cost-benefit analysis on ourselves when we fall in love—we are too busy being in love to bother with metrics. 

For donors who have less financial flexibility, the menu model of EA is an appealing way to direct gifts. A $30 gift may not cure cancer, but it can potentially save a life. The emphasis on cost reveals how EA’s giving model treats donors as interchangeable wallets. It underestimates the potential impact that donors can have through serving on a nonprofit board or engaging in service, both of which can have important long-term effects. Through service, donors connect emotionally to a cause by seeing the impact firsthand rather than reading a statistic online. EA argues that relying on this emotional connection when deciding where to give is a mistake, leading to less good being done overall. Rather, disinterested investment, based on just the facts, will lead to the greatest good. 

While effective altruism can have impressive results in international relief, promoting EA as the best, most ethical approach to giving does not allow philanthropy to fulfill its full potential. Philanthropy seeks to address problems beyond poverty, which, as a perpetual, deeply entrenched issue, is itself best tackled with multiple approaches simultaneously. Leading effective altruists seem to recognize the deficiency of relying on cost-per-life-saved equations in their movement toward political giving as well as funding research on AI safety. In these areas, they implicitly acknowledge that change also comes from supporting broader movements and not just low-cost interventions. 

Although philanthropy can seem like a niche topic reserved for the nonprofit sector and those who fund it, much of what our society values has been established through the generosity of donors from every walk of life and with every conceivable interest. We feel the impact of charitable giving every day, from statues in the park to the painted white lines on the road. 

Effective altruists dismiss the warm glow a donor feels when giving as selfish. Yet, giving is often motivated by some of the deepest emotions, like grief over the loss of a loved one to sickness or gratitude for a kindness at the right time, that are far more intense and complicated than simply feeling better about yourself. Sometimes, the donor is offering a part of his or her heart as well as a check. A robust vision of philanthropy allows donors to support solving the large-scale problems and the problems of the everyday. Effective altruism offers a refreshingly simple way to give with confidence, but donors who choose to honor their motivations—both emotional and rational—to support causes they care about also help to solve society’s problems. No singular approach is sufficient, nor should it claim to be.

This article originally appeared in Law & Liberty on January 17, 2023.

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Our aim is to advance the teaching and study of free-market economics and capitalism within the state of North Carolina and ensure that more students graduate with an understanding of these fields.  

We invite faculty in business and related disciplines to submit proposals by emailing Emily Koons Jae (Ejae@AcademicRenewal.org). Please reference the Call for Proposals for further details. Submissions will be considered on a rolling basis from May 1 to June 15, 2022

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The provisions in Senate Bill 135, if passed, would give Ohio’s public college and university donors the standing to sue in limited circumstances if institutions failed to uphold the terms of restricted gift agreements.  

Unfortunately, universities too often agree to restricted gift agreements but later fail to meet the provisions. For example, Ohioan Jeffrey Moritz, son of the late Michael Moritz, testified before the Ohio Senate Workforce and Higher Education Committee in May 2021 about his late father’s gift of $30.3 million to The Ohio State University’s Moritz College of Law. Though Michael Moritz’s gift agreement clearly stipulated that the university should award 30 full-tuition scholarships annually, the Moritz family discovered that the university had only been awarding 12–15 scholarships each year.  

Currently, only the attorney general can restitute broken agreements. This bill would allow donors, or designated third parties, to file a complaint if the attorney general’s office fails to obtain “full compliance with the restriction” within 180 days. 

In her testimony, FAR Director Emily Koons Jae wrote, “Oversight of the charitable sector falls on the shoulders of the state attorneys general, but, given their extensive responsibilities, these offices often lack the funding and capacity to enforce restricted gift agreements. . . S.B. 135 modernizes Ohio’s donor standing law and has the potential to make Ohio a leader for protecting donor intent.” 

ACTA’s Fund for Academic Renewal guides higher education donors through the giving process to help them ensure that their gift fulfills their vision and values. FAR has advised on over $178 million in gifts to higher education.

MEDIA CONTACT: Gabrielle Anglin 
EMAIL: ganglin@GoACTA.org 
PHONE: (202) 798-5425 

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Higher education must change its attitude toward alumni and higher education donors. They are not cheerleaders or walking checkbooks: They are the guardians of values. They eagerly share the wealth they have earned with the places that have shaped their minds and hearts and the minds and hearts of their children and grandchildren. 

Wise institutions know this and ensure that the consciousness of their past remains strong and that the voice of their heritage is heard distinctly on campus. Alumni remain the sons and daughters of their alma mater because they remember the quality of the education they received and the freedom they had to grow and mature. They wish to vouchsafe that experience for future generations. They are an institution’s ballast that helps it to negotiate a true course amidst the turbulence of fashion and fad. 

The founding mission of the American Council of Trustees and Alumni (ACTA) is to advocate for the college students of our nation to receive the highest quality education at an affordable price. Since 1995, we have helped higher education philanthropists and alumni achieve roles of significance in which they are no longer simply writing blank checks that support an unacceptable status quo, but are agents of positive change and improvement. We are proud to have been partners time and again with alumni and donors in protecting campus freedom of speech and promoting high academic standards. And we will continue to be their allies in such efforts throughout the nation. In keeping with that mission, we inaugurate with this report a series of analytical studies of the opinions of higher education donors. This study focuses on three areas that anecdotal evidence suggests to be of particular relevance to issues confronting Davidson College: freedom of expression, intellectual diversity, and ideological balance. It is our hope that when colleges and universities understand better the hearts, minds, and values of those who so generously support them, they will, in turn, seek out their wisdom and together shape policies that will ensure that American higher education remains the envy of the world.

Michael B. Poliakoff
President, The American Council of Trustees and Alumni

Executive Summary

This American Council of Trustees and Alumni (ACTA)/Braun Research, Inc., anonymous survey of 1,114 major donors to Davidson College was conducted by email between September 23 and October 12, 2021. The study was sponsored by Davidsonians for Freedom of Thought and Discourse. Recipients of the survey were donors identified by the college in the 2021 Ne Ultra Society Honor Role publication (email addresses were collected independently). Three hundred and twelve recipients completed the survey for a response rate of 28%. The survey’s margin of error is 4.7% at the 95% level of confidence.¹ The ACTA staff thanks Dr. Samuel Abrams of Sarah Lawrence College for his kind assistance.

This survey focuses on a universe of major donors, virtually all of whom are also Davidson alumni and whose philanthropy is of high importance to the College. The sample group by nature includes a larger share of alumni donors who graduated before 2000 and who have devoted their giving capacity to Davidson College.

The ACTA/Braun Research survey found:

1. Very high levels of donor dissatisfaction

• 59% of donors surveyed said that they are “somewhat” (24%) or “very” (35%) dissatisfied with the direction Davidson College has taken “over the last decade” (38% said they are “somewhat” or “very” satisfied).
  • 94% of all donors and 99% of dissatisfied donors agreed that “Davidson’s next president should make freedom of speech and open, civil discourse on campus a high priority.”
  • 72% of all donors and 93% of dissatisfied donors agreed that “Davidson’s next president should make achieving ideological and political balance at the College a priority—on the Board of Trustees, in the administration, and on the faculty.”
  • 66% of all donors and 92% of dissatisfied donors agreed that Davidson’s next president “should not take public positions on controversial social and political issues in messaging to faculty, staff, and students.”
• 68% of all donors and 91% of dissatisfied donors agreed with the statement: “Davidson’s next president should be an individual whose life evidences a strong Christian faith.”

2. A widespread perception that the campus is ideologically biased

• 81% of donors described the campus culture at Davidson as “liberal” or “left of center,” compared to 2% who described it as “conservative” or “right of center.”
  • However, 82% said that it is important that “Davidson’s culture [be] ideologically balanced,” including 65% who said “extremely important” (46%) or “very important” (19%).
  • Support for an ideologically balanced campus culture is bipartisan: 88% of “liberal” and “left of center” donors said an ideologically balanced culture is at least “somewhat” important, along with 95% of “centrists” and 99% of “conservative” and “right of center” respondents.

3. Donors do not perceive the administration as committed to protecting free speech

• Only 20% of respondents said it is “extremely” (11%) or “very” (9%) clear that the Davidson College administration “protects free speech on campus.”
  • 51% answered that it is “not clear” and an additional 18% did not know or answer.
  • 92% of respondents who said it is “not clear” that the Davidson College administration “protects free speech on campus” answered that they are “somewhat” or “very” dissatisfied with the direction of the college.

4. Donors overwhelmingly support freedom of expression and viewpoint diversity

• 80% “strongly” (62%) or “somewhat” (18%) favor the proposal that Davidson College specifically adopt the Chicago Principles on Freedom of Expression.
• Donors do not believe that students and faculty should have to self-censor:
  • 87% said it is never or rarely acceptable for a Davidson student to “fear expressing viewpoints about a controversial topic” during an in-class discussion.
  • 85% said that it is “never” or “rarely” acceptable for a Davidson student to “fear publicly disagreeing with a professor” about a controversial topic.
  • 88% answered that it is “never” or “rarely” acceptable for Davidson faculty members to “fear expressing an unpopular ideological opinion in faculty meetings.”

5. Strong support for donor/alumni representation on the presidential search committee

• 71% of respondents said that it is important that “benefactors and alumni/ae” have representation on the presidential search committee.

6. Alarming levels of donor dissatisfaction and disengagement, with negative impacts on giving

• 37% of donors surveyed said that their level of giving had declined or ceased in recent years
  • 91% of those whose giving has declined or ceased cited dissatisfaction with Davidson’s direction (41%), dissatisfaction with Davidson’s leadership (38%), or dissatisfaction with specific Davidson policies (12%) as their principal reason.²
  • 94% of those whose giving has declined or ceased agreed that “Davidson’s next president should not take public positions on controversial social and political issues in messaging to faculty, staff, and students.”
• 41% answered that they expect their level of giving to decline or cease going forward.
  • 94% of those who expect their giving to decline or cease agreed that “Davidson’s next president should make achieving ideological and political balance at the College a priority—on the Board of Trustees, in the administration, and on the faculty.”
• Donors who have made major one-time gifts to the college ($100,000 or more) strongly support free expression and viewpoint diversity, and a president aligned with the religious heritage of the college.
  • 67% of major-gift donors support the adoption of the Chicago Principles.
  • 66% of major-gift donors agreed that “Davidson’s next president should make achieving ideological and political balance at the College a priority . . . ”
  • 60% of major-gift donors agreed that Davidson’s next president should “be an individual whose life evidences a strong Christian faith.”
  • 85% of major-gift donors believe it is at least “somewhat” important that benefactors and alumni/ae have representation on the presidential search committee.

The Chart Pack that accompanies this report contains more detailed results on survey findings.

Challenges to Liberal Education

Freedom of Speech and Intellectual Diversity

Davidson’s motto is “Alenda Lux Ubi Orta Libertas”—let learning be cherished where liberty has arisen. Free inquiry is at the heart of the College’s mission to help students develop humane character in preparation for lives of leadership and service.

As Davidson College’s search committee begins its work to identify the school’s 19^th president, there is no better time to assess where the College is today and where it wishes to go in the future. The next president of Davidson will set the College’s trajectory for the next decade, guiding the school through what promise to be turbulent waters for small, liberal arts institutions.

The threats to free expression on college campuses that regularly make newspaper headlines have sparked a national conversation about the purpose and values of our nation’s institutions of higher learning. Earlier this month, when the Massachusetts Institute of Technology canceled Professor Dorian Abbot’s lecture on the potential for life on other planets because of his views on affirmative action, the backlash from the public was harsh and swift.³ Meanwhile, Robert Zimmer, the president of Professor Abbot’s home institution, the University of Chicago, justifiably won praise in the New York Times for his quick reminder to the campus that the university’s commitment to freedom of expression would most assuredly obtain in protecting this faculty member’s rights.⁴

Although Davidson College has never made national news for a misstep such as MIT’s, there are too many institutions around the country where, as the old wisdom tells us, pride preceded a fall. The Foundation for Individual Rights in Education’s Disinvitation Database chronicles 490 controversies since 2000⁵, and a new repository of academic cancelations has quickly grown to 194 examples.⁶ Disinvitations and shout-downs send the wrong message to students and faculty. But they are also a public relations nightmare that can negatively affect development efforts and hamper student recruitment. Setting out clear principles and processes in advance—designed to communicate the college’s commitment to free expression to all constituencies—can help prevent such controversies from occurring in the first place (and spare the Davidson community a place in higher education’s Hall of Shame).

The College leadership must take a proactive role to foster such a culture of freedom at Davidson, and that depends on fostering intellectual diversity. National studies reveal that college faculty and administrators are overwhelmingly Left-leaning. A study of faculty voter registration at 40 top universities found registered Democrat-to-registered Republican ratios as high as 60 to 1.⁷ Another, based on a sample of 8,688 tenure-track, Ph.D.-holding professors from 51 of the top 66 liberal arts colleges, found that “78.2 percent of the academic departments” surveyed “have either zero Republicans, or so few as to make no difference.”⁸ All too often, students studying economics or political science or sociology or any of a great range of academic disciplines never have the opportunity to learn from scholars of conservative and classical liberal persuasions. (A future study to determine where Davidson faculty fall on this spectrum would be illuminating.) Liberal education can only occur in an environment where students are free to express their opinions, explore other viewpoints, and boldly challenge the status quo.

National polls suggest that our country’s colleges and universities have fallen short of these stated ideals. A 2019 ACTA/College Pulse survey of over 2,100 college students found that 61% stop themselves from expressing opinions “on sensitive political topics in class because of concerns [a] professor might disagree with them” at least “occasionally.” Higher numbers report doing so “to avoid offending other students” (85%), and over one-third refrain from expressing views “because of concerns related to [their] college’s speech policies” (38%).⁹ The consequences are serious and wide-ranging. For example, 48% of students “agree” or “strongly agree” that pressure to conform to political correctness can negatively affect the development of close interpersonal relationships, including 78% of those who identify themselves as strong Republicans.¹⁰ Recent analysis by Samuel J. Abrams has shown that the problem is particularly acute at liberal arts colleges, where students tend to be even “more accepting of attempts to silence speech.”¹²

In her email to alumni on October 19, Davidson College President Carol Quillen referenced the problem of student self-censorship on campus, noting that “an unfettered quest for truth is foundational to any educational institution.” She also relayed the encouraging news that the College will adopt its own formal commitment to free expression.¹⁰ There is no room for further delay, and the formal commitment must have the same power and clarity shown in the Chicago Principles on Freedom of Expression that over 80 institutions have now adopted. 

Why Donors and Alumni Are Indispensable to the Health of an Institution

The graduates of the past are a natural corrective to “presentism,” the desire to see and understand all things through the lens of our immediate experience. “Presentism” is not an unreasonable impulse, for it can spur new ways of thinking. But when it is combined with dogmatism, it becomes as anti-intellectual and, ironically, as anti-progressive as any destructive prejudice of the past. A school with the wisdom to engage its graduates builds a community that extends over generations. Alumni are the voice of a college experience that served them well: It is the height of folly for the institution not to hear them out and hear them receptively.

Higher education philanthropists are generally people who have been successful in business, industry, science, technology, law, medicine, media, and government. They hire college graduates, often with particular interest in graduates of an alma mater that they believe provides outstanding preparation. The institution needs their unfiltered voices, directly, in roundtables and on presidential search committees.

Alumni bring another unique characteristic to their engagement with their institutions: They are free. Students fear the ghosting and marginalization that can come from violating campus orthodoxy; at times this can rise to outright harassment from a “bias response team” or some other organized effort to silence unwelcome viewpoints. Faculty live in fear of the disapproval of their colleagues: Taking unpopular positions can mean prejudicial treatment by tenure and promotion committees, isolation from faculty activities, and stalled professional career opportunities. Administrators live in fear of a faculty vote of no confidence if they stand up for principles unpopular on campus. Even board members too often “go along to get along.” Higher education donors, however, do not face these constraints. They may freely voice their conscience, without fear of censure.

Summary of Key Findings from the 2021 Davidson College Major Donor Survey

The Davidson College donors who answered the anonymous survey conducted by Braun Research, Inc., expressed a high level of dissatisfaction with current trends at the institution.¹³ A majority, 59%, said that they are “somewhat” or “very” dissatisfied with the direction Davidson College has taken “over the last decade” compared to 38% who said they are “somewhat” or “very” satisfied. Dissatisfied donors placed a particularly high value on free expression and viewpoint diversity; they also perceived an ideological imbalance in Davidson College’s campus culture. Fully 99% of dissatisfied donors said that ideological balance is important, and not one—0% of dissatisfied donors—located Davidson College in the “center” of the ideological spectrum. (98% placed it left of center, 1% placed it right of center, and 1% did not know).

Donors showed remarkable consensus around issues of free speech and strong agreement that the presidential search should reflect these concerns.

In response to the survey item, “Davidson’s next president should make freedom of speech and open, civil discourse on campus a high priority”, there was near-universal agreement, with 94% of donors agreeing that open and civil discourse is a high priority. Indeed, the consensus crosses partisan lines: 91% of liberal donors and 99% of conservative donors believe protecting free speech is a campus imperative.

Respondents also support the principle of political neutrality on the part of the university administration, so essential to creating a truly free and open marketplace of ideas. Sixty-six percent agreed that “Davidson’s next president should not take public positions on controversial social and political issues in messaging to faculty, staff, and students,” and 96% of those surveyed agree that “Davidson’s next president should be respectful of those with different political and ideological positions.” Here, again, differences corresponding to the political ideology of those surveyed were minimal.

Relatedly, when asked about what value respondents place on Davidson’s Faculty being ideologically balanced, three-quarters of alumni donors (76%) hold that professors being ideologically balanced is important. Ideological differences show divergence: 51% of liberals think that faculty balance is important while two-thirds (66%) of centrists want balance and almost all conservatives (97%) feel that balance is important. Attitudes toward trustees look almost identical. More than three-quarters of alumni donors (81%) want the board of trustees to be ideologically balanced. Although the overall vision of the alumni donors seems clear, political divergence is again evident, with significant percentages of liberals (59%), centrists (77%), and almost all conservatives (99%) agreeing that the ideological balance of the board of trustees is important to a degree.

Should a Davidson student fear to disagree publicly with a professor over a controversial topic? Eighty-five percent state that it is rarely or never acceptable. Majorities of liberals (78%) and centrists (76%) believe that fear to express a controversial view in the classroom is rarely or never acceptable, and 96% of conservative respondents believe that students should never fear disagreeing with their professor about a controversial topic.¹⁴

Eighty-seven percent of respondents do not think that it is acceptable for Davidson students to fear expressing disagreement with one of their professors about a controversial topic in a written assignment. Eighty percent of liberals and 83% of centrists do not think that fear is acceptable, with the number climbing for conservatives (97%).   

Turning to in-class discussion, which may involve disagreeing with one’s peers (and not necessarily the professor directly), 87% of the Davidson sample do not think that current students should fear expressing their views on a controversial topic during an in-class discussion. Some ideological differences are evident, with 80% of liberals and 78% of centrists maintaining that fear is rarely or never acceptable, while 97% of conservatives feel the same way.

As for professors, 88% of the survey respondents stated that it would be rarely or never acceptable for a Davidson faculty member to fear expressing an unpopular ideological opinion in faculty meetings. In this matter, there are notably smaller differences from the mean: 82% of liberals, 81% of centrists, and 99% of conservatives rejected the idea that faculty should fear expressing their ideological views in a faculty meeting setting.

Regarding tenure and promotion, which is a core concern for faculty and an important indicator of academic freedom more generally, 83% of respondents state that it is rarely or never acceptable for a Davidson faculty member to fear negative repercussions respecting promotion and tenure decisions because of their ideological or political views. There is a significant cleavage here: 75% of liberals, 73% of centrists, and 96% of conservatives believe that it is not acceptable to bring politics and ideology into the conversation when tenure is concerned.

It is clear that concerns about the state of freedom of speech on campus are impacting philanthropy. Thirty-seven percent of donors surveyed said that their level of giving had declined or ceased in recent years, and 91% of those whose giving has declined or ceased cited dissatisfaction with Davidson’s direction (41%), dissatisfaction with Davidson’s leadership (38%), or dissatisfaction with specific Davidson policies (12%) as their principal reason.¹⁵ The same proportion (37%) increased their giving, with the majority (51%) citing “ability to give” as the reason for the change.

Forty-one percent answered that they expect their level of giving to decline “moderately” (9.3%), “significantly” (9.9%), or cease altogether (21.4%) in the coming years.¹⁶ At universities that are reliant on donor support and income from generously funded endowments, alienating benefactors is a threat to the institution.

Dissatisfied Davidson donors were particularly insistent that the college select a president who is committed to freedom of expression and viewpoint diversity. Ninety-nine percent of dissatisfied donors agreed that “Davidson’s next president should make freedom of speech and open, civil discourse on campus a high priority”; 93% agreed that “Davidson’s next president should make achieving ideological and political balance at the College a priority—on the Board of Trustees, in the administration, and on the faculty”; and 92.4% agreed that “Davidson’s next president should not take public positions on controversial social and political issues in messaging to faculty, staff, and students.

It is worth repeating that these priorities are widely shared by Davidson donors generally. Ninety-four percent of all donors agreed that Davidson’s next president should “make freedom of speech and open, civil discourse a high priority,” with 72.4% agreeing that the adoption of the Chicago Principles “throughout campus life” is a high priority. Support for prioritizing free speech and civil discourse is as high as support for “slowing down the rate of increase in college costs” (91%) and almost as high as giving “close attention to how well the College is preparing graduates for productive work lives” (95%)—which suggests that the campus climate for free expression is a fundamental concern for Davidson donors (see chart on page eight).

Conclusion

This survey of major donors to Davidson College provides crucial information for the presidential search committee and board of trustees and should help guide the challenging work of selecting Davidson’s next president. It reveals a deep divide within the college community, with a large proportion of benefactors dissatisfied with the direction of their alma mater. Many have cut back their philanthropic support to the college in response, which is a serious threat to the institution.

The survey makes clear that concerns about free expression and political and ideological balance on campus are major reasons for donor disengagement. And donors, as they read the news and look around the nation, are justifiably concerned about the damage that the erosion of freedom of expression causes. The survey also suggests that Davidson’s next president is likely to face challenges in fundraising, and in buttressing support from major donors, if the issues are not addressed. The installation of a new president is an opportunity to rebuild relationships with dissatisfied donors and to strengthen alumni loyalty and engagement. The survey results lead to the conclusion that renewing the college’s commitment to building a free and open marketplace of ideas on campus is the essential first step. The American Council of Trustees and Alumni has been pleased to contribute to the vision of the presidential search committee with this report and strongly encourages that these findings, unsettling as they may be, be taken to heart.

And, finally, we observe that problems identified in this survey are not confined to Davidson College. Other institutions should take note of these findings and proactively ask if their own practices instill the character and habits that for generations have been the pride and honor of their graduates.

For a more detailed look at the survey findings, click here.

Endnotes

¹There is 95% probability that the reported figures reflect the attitudes of the universe of 1,114 donors within a 4.7% margin of error.
²This question allowed respondents to select multiple reasons. Results presented above are for each respondent’s principal reason. Including all reasons given where respondents provided additional answers, 84% of those whose giving declined or ceased cited dissatisfaction with Davidson’s direction, 63% cited dissatisfaction with Davidson’s leadership, and 54% cited dissatisfaction with specific Davidson policies.
³Yascha Mounk, “Why the Latest Campus Cancellation Is Different,” The Atlantic,October 10, 2021, https://www.theatlantic.com/ideas/archive/2021/10/why-latest-campus-cancellation-different/620352/.
⁴Michael Powell, “M.I.T.’s Choice of Lecturer Ignited Criticism. So Did Its Decision to Cancel,” New York Times,October 20, 2021, https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html.
⁵Foundation for Individual Rights in Education, Disinvitation Database, last accessed October 28, 2021, https://www.thefire.org/research/disinvitation-database/#home/?view_2_per_page=1000&view_2_page=1.
⁶David Acevedo, “Tracking Cancel Culture in Higher Education,” National Association of Scholars,October 15, 2021, https://www.nas.org/blogs/article/tracking-cancel-culture-in-higher-education.
⁷Mitchell Langbert, Anthony J. Quain, and Daniel B. Klein, “Faculty Voter Registration in Economics, History, Journalism, Law, and Psychology,” Econ Journal Watch 13, no. 3 (2016): 422–451. 
⁸Mitchell Langbert, “Homogenous: The Political Affiliations of Elite Liberal Arts College Faculty,” Academic Questions 31 (2018): 186–197, https://tinyurl.com/y5dg3e2k. 
⁹The American Council of Trustees and Alumni and College Pulse, “Campus Speech Poll,” Internal Report, October 2019, 2-4.
¹⁰Ibid., 5.
¹¹Samuel J. Abrams, “Many Liberal Arts Students Need a Lesson in Free Speech,” Inside Higher Ed, October 28, 2021, https://www.insidehighered.com/views/2021/10/28/are-liberal-arts-students-less-supportive-free-speech-opinion.
¹²President Carol Quillen, “The new year and free speech at Davidson,” email to Davidson College campus, October 19, 2021.
¹³This anonymous survey of 1,114 major donors to Davidson College was conducted by email between September 23 and October 12, 2021. The independent survey was conducted by Braun Research, Inc., and was sponsored by Davidsonians for Freedom of Thought and Discourse. Recipients of the survey were donors identified by the college in its September 2021 Ne Ultra Society Honor Role publication. Email addresses were obtained independently. Three hundred and twelve recipients completed the survey for a response rate of 28%. The survey’s margin of error is 4.7% at the 95% level of confidence
¹⁴Throughout, “liberal” includes respondents who identified as “left of center” and “conservatives” includes respondents who identified as “right of center.”
¹⁵This question allowed respondents to select multiple reasons. Results presented above are for each respondent’s principal reason. Including all reasons given where respondents provided additional answers, 84% of those whose giving declined or ceased cited dissatisfaction with Davidson’s direction, 63% cited dissatisfaction with Davidson’s leadership, and 54% cited dissatisfaction with specific Davidson policies.
¹⁶Values are occasionally presented to the first decimal to clarify arithmetic and apparent rounding discrepancies.

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1. Communicate your vision in-person  

If possible, meet with university officials on campus. Connect with development officers, deans, board members, presidents, faculty, and staff in your giving area and share your vision with them over multiple visits. Conversations with these key university representatives can help to hone your goals and will reveal any roadblocks early in the process. Rather than being a nuisance, frequent communication can help representatives recall your vision when carrying out the logistics of your gift.  

University officials commonly ask about a donor’s motivation for giving. You may describe your motivation as a desire to create a legacy, honor a parent, or pay forward past generosity. But ultimately, it is essential to articulate the issue your gift addresses and the specific details about how it will make a positive, lasting impact.  

For example, perhaps you want to address a lack of intellectual diversity. Through conversations with faculty and administrators who share your concern, you can decide what kind of gift will best address that problem on a particular campus. Your gift could create a student debate program that encourages civil discourse. 

Of course, these conversations are best supported by a strong gift agreement in writing.  

2. Communicate your vision in writing 

Donors should include a vision statement, also called a statement of purpose, in their gift agreement.  

Joanne Florino, vice president of philanthropic services at the Philanthropy Roundtable, explains in her philanthropic guidebook Protecting Your Legacy, “think about your vision from the perspective of those who don’t know you. Would they comprehend your meaning?” Your vision statement should spell out your personal values and your goals for the gift. 

Talk with trusted advisors who know you to help specify that vision. Avoid vague buzzwords, and give yourself time to hone the wording. If your gift seeks to advance liberty on campus, do you want to use the word “freedom” or “liberty”? If your gift focuses on promoting democratic institutions, should you say “autonomy” or “sovereignty”? Trusted advisors can help you effectively convey the true intent of your gift. 

Ms. Florino explains that a vision statement of “‘helping the needy’ opens the door to any number of grants with which you might disagree. ‘Enabling the poor to support themselves with dignity through workforce training and character development’ identifies both end and means.”  

Specificity is a crucial guardrail. Business leader Angelo Pizzagalli sought to endow a professorship in free enterprise at his alma mater, the University of Vermont. Mr. Pizzagalli included a statement of purpose in his gift agreement outlining his intentions, including a brief, clear list of fundamental concepts that the professor should cover in his or her teaching. The specificity of Mr. Pizzagalli’s agreement ensured that the university understood and respected his intent while also being able to exercise its right to academic freedom. You can read more about his gift in The Intelligent Donor’s Guide to College Giving. 

Although there is no “silver bullet” for protecting your intent, a strong and specific vision, communicated clearly and codified in writing, helps significantly to secure your gift. 

This article originally appeared here.

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The American Council of Trustees and Alumni (ACTA) applauds the decision. Though the court’s vote fell along ideological lines, support for the plaintiff came from a broad and diverse base. Hundreds of nonprofits—including the U.S. Chamber of Commerce, the Cato Institute, and the NAACP Legal Defense and Educational Fund—submitted amicus briefs advocating for donor privacy.  

Forcing nonprofits to disclose a list of their donors could have a chilling effect on giving, as many donors prefer to keep their giving private. “Anonymous” can be found at the top of donor rolls for nearly every nonprofit, including colleges and universities. Indeed, earlier this year, anonymous donors gave $550 million to Western Michigan University—the largest single donation in history to an American public university. 

Choosing to remain anonymous has its strategic benefits, beyond keeping a donor’s name out of the headlines. Philanthropists who wish to provide “seed funding” can leave naming rights open for another donor in order to attract additional investors.  

For other donors, naming rights are of paramount importance to their giving. Many choose to name their donation in honor of a loved one or to imprint their legacy at an institution they hold dear. Higher education affords nearly endless naming opportunities—faculty chairs, fellowships, scholarships, buildings, and classrooms, to name a few.  

A gift by a high-profile name may bring attention to a program that alumni are unaware of. At my own alma mater, Davidson College, NBA star Stephen Curry and his wife Ayesha made a gift to Lula Bell’s Resource Center, a space on campus where students can find food, textbooks, hygiene products, winter coats, and professional clothing. The couple’s gift brought the work of the resource center to the attention of other Davidson alumni. 

Donors who choose to retain naming rights should make certain that their gift agreement clearly spells out the finer details. Moreover, all named donors should retain the right to withdraw their name at their discretion.  

A naming rights clause in a gift agreement should answer the following questions: 

1. How and when will the university announce the gift and its naming?  
2. Will the donor be able to review and approve this announcement?  
3. Where will the university display the name, either on campus or in publications?  
4. What circumstances would cause the donor or institution to revoke the name? 
5. If the name is changed, would the funds remain at the university or be returned to the donor or foundation? 

Ultimately, when deciding whether to attach their name to a donation, donors should consider their philanthropic goals. There are strategic advantages both to anonymous giving and to disclosing your identity. Whatever you decide, it should be a personal choice and not a government mandate. Most states, in fact, do not require as extensive of a disclosure as California tried to implement. The Supreme Court’s ruling brings California back in alignment with widely accepted protections of donor privacy and ensures that donors have the option to serve behind the scenes.

This article originally appeared here.

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