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  • DA•R•ES in the News                                                           [By-Line Articles] [Articles Quoting Fransen]

    Considered one of the nation's top experts in strategic giving to higher education, Frederic Fransen, Ph.D., has authored numerous articles on this and related topics for leading U.S. publications and has been widely quoted by the mainstream media and specialized press.

    By-lined articles include:

    Philanthropy Daily
    Starting in June 2010, Fransen became a Contributor at the new Online news site, PhilanthropyDaily.com
    His blog post can be found at: PhilantropyDaily.com
                                                                                                                                              [View Full Article]

    Building Leadership
    "Higher Education Philanthropy: A Cautionary Tale."
    Summer 2010
    In a publication of the Leadership Institute, Fransen points out the particular difficulties conservative donors have in making higher education gifts and offers some suggestions on how to assure they get their money's worth.
                                                                                                                                              [View Full Article]

    Investment & Wealth Monitor
    "Preserving Donor Intent"
    October 2009
    Fransen and A. Keith Whitaker explore the way in which donor intent should figure into estate planning, incorporating the concept of donor intent normally limited to charitable giving into other aspects of developing an overall wealth plan.
                                                                                                                                              [View Full Article]

    Philanthropy Roundtable
    "Conscience Capitalism"
    Fall/October 2009
    Fransen's review of "Be the Solution" by Michael Strong with John Mackey is supportive of their idea that entrepreneurship and the discovery process of market capitalism provide an effect set of tools for making the world a better place.
                                                                                                                                              [View Full Article]

    Pittsburgh Tribune Review, San Jose Mercury News, Providence Journal
    "Robertson v. Princeton -- a post-mortem"
    January 4, 2009
    In this post-mortem on the billion dollar Robertson v. Princeton lawsuit that was resolved in December 2008, Fransen notes that the $100 million settlement "sends a strong message to the nonprofit community about the importance of observing gift agreements."
                                                                                                                                              [View Full Article]

    Investors Business Daily
    "Charitable Giving Gets Complicated In The New Politics Of Washington"
    December 10, 2008
    In this commentary on the charitable giving proposals of President-elect Obama, Fransen notes that, "The new administration and Congress need to be mindful of the unintended consequences of what they do. 'Taxing the rich' may sound good to some, but it could hurt those who rely on the generosity of the wealthy."
                                                                                                                                              [View Full Article]

    Wealth Management Business
    "Managing Wealth for Philanthropic Risk"
    October 2008
    In this by-lined article, Fransen offers advice on how existing assumptions about wealth management may need to change when clients have significant, focused charitable-giving aspirations.
                                                                                                                                              [View Full Article]

    Worth: Wealth in Perspective
    "The Endowment Tax"
    August/September 2008
    Fransen suggests that building an amortization schedule into a gift helps ensure a donor's money supports the projects and programs they believe in during the entire life of a charitable gift.
                                                                                                                                              [View Full Article]
    Atlanta Journal Constitution, Indianapolis Star, Providence Journal, The State (Columbia, SC), Wisconsin State Journal (Madison) and other papers
    "Give Education a Sporting Chance"
    July 28 - August 14, 2008
    According to Fransen, "If education is to be the primary focus of our colleges and universities, officials involved in the 'rain-making' process ... need to do a better job of demonstrating to donors what their educational gifts accomplish ..."
                                                                                                                                              [View Full Article]

    Arkansas Democrat-Gazette (Little Rock), Lansing State Journal, Miami Herald and other papers
    "Grateful Dead, Ungrateful Recipients"
    June 11 - June 22, 2008
    "In the end, philanthropists should be wary of giving away the crown jewels. And when they do choose to donate personal or real property they need to protect themselves. The best way to do that ... is to include clear language in all gift agreements ...," says Fransen in this opinion piece.
                                                                                                                                              [View Full Article]

    Conde Nast Portfolio
    "Donors' Dilemma"
    May 2008
    In a letter-to-the-editor published in Conde Nast Portfolio, Fransen asserts that "[D]onors need to understand that a BUYER BEWARE sticker should be affixed to any and every naming 'opportunity' presented to them. What they may get may not be what they want."
                                                                                                                                              [View Full Article]

    "Higher Ed for Sale: Buyer Beware"
    April 18, 2008
    Fransen points out in an online column that "... donors have needs too. One need they have to impose upon themselves: They need to pay closer attention to whom and how they give ... [They] also need to insist on tough stewardship and reporting standards ... [and] need to understand that, their business acumen and accomplishments notwithstanding, they will never be as good at the name game as the professional players."
                                                                                                                                              [View Full Article]

    Philadelphia Inquirer
    "Use of Charitable Funds is at Heart of Princeton Case"
    April 16, 2008
    Writing about the high profile donor intent lawsuit Robertson v. Princeton, Fransen discusses why nonprofits that accept restricted gifts have an obligation to use the money as intended. He says: "If a donor offers money to a college for a purpose that is incompatible with the institution's mission or priorities, the college can decline. The minute it accepts the money ... it has an obligation to make good on its promises."
                                                                                                                                              [View Full Article]

    Akron Beacon Journal, Atlanta Journal Constitution, Modesto Bee, Riverside Press Enterprise, Washington Times and other papers
    "Forever Means Little on College Campuses"
    December 2007
    In a column discussing the issues that can arise from named gifts and endowments, Fransen says: "On U.S. college campuses, forever doesn't mean forever. Money donors give today could be financing things they wouldn't imagine 10 or 20 years from now. That's why it's important to get gifts right."
                                                                                                                                              [View Full Article]

    Washington (DC) Examiner
    "College Giving Needs a Purpose"
    October 24, 2007
    "Meaningful gift-giving is a tricky business. Every nonprofit prefers general support over restricted gifts, but most philanthropists want to see something tangible when they donate," says Fransen in this op-ed page essay.
                                                                                                                                              [View Full Article]

    Articles quoting Fransen include:

    "Getting Name on Building Becomes Cheaper for Donors(Update1)"
    October 9, 2009
    In an article reviewing the effects of increased competition for philanthropic dollars, Fransen notes that the cost of obtaining "naming rights" for a donation is going down.
                                                                                                                                              [View Full Article]

    "Next: An Internet Revolution in Higher Education"
    September 14, 2009
    In this article about the possibility of technological change creating a new model for higher education, Fransen is quoted as saying that the dysfunctional structure of higher education makes it ripe for innovation.
                                                                                                                                              [View Full Article]

    The Wall Street Journal
    "New Unrest on Campus as Donors Rebel"
    April 23, 2009
    In an article describing the increasing temptation colleges are facing to bend or break agreements with donors during tight budget times, Fransen noted that "Schools are scrambling to find assets they can turn into cash. If you've given something that the university doesn't believe is part of its core mission, those are the first things to go."
                                                                                                                                              [View Full Article]

    The Chronicle of Philanthropy
    "Court Rules Helmsley Trustees Not Bound by Donor's Instructions"
    March 12, 2009
    With regard to discussions on how to implement Leona Helmsley's Trust, Fransen noted that despite the open-endedness of her instructions, Mrs. Helmsley's trustees had an obligation to provide at least some portion for her expressed wishes.
                                                                                                                                              [View Full Article]

    Philanthropy Roundtable Magazine
    "Bringing Civic Education Back to Campus"
    Philanthropy February 2009
    In a cover story on philanthropy and civic education, Scott Walter highlighted Fransen's work in helping donors structure gifts that are accountable and designed to improve higher education.
                                                                                                                                              [View Full Article]

    the New Jersey Star Ledger
    "Princeton U. settles $900M lawsuit with benefactor's family"
    December 10, 2008
    Commenting on settlement of the landmark Robertson v. Princeton donor intent lawsuit, Fransen noted:
    "I have trouble imagining that Princeton feels like it has no culpability if it's willing to spend $100 million to settle."
                                                                                                                                              [View Full Article]

    "How Colleges Cope with a Decrease in Donations"
    September 23, 2008
    In an article about donations to higher education during an economic downturn, Fransen says:
    "Donors contemplate gifts when they are feeling generous, but also generally honor their pledges even when circumstances have changed."
                                                                                                                                              [View Full Article]

    "Defaulting Donor or Unresponsive Donee?"
    March 20, 2008
    When asked what donors can do to avoid conflicts with recipient organizations, Fransen recommended that:
    "it should be clearly specified what the consequences are if one side of the transaction isn't keeping up their side of the agreement."
                                                                                                                                              [View Full Article]

    Chicago Tribune
    "Family Tells Notre Dame: 'Don't Diss the Donors"
    January 17, 2008
    Discussing a donor dispute a major university, Fransen tells Charles Storch, author of the Chicago Tribune's "Grants and Giving" column:
    "The lesson to be learned is don't give 'forever.'"

    The Washington Times
    "Donor-intent Suits Besetting Colleges"
    December 9, 2007
    In an article about the issue of donor intent, Fransen tells the Washington Times:
    "Colleges and universities are mistaken if they believe they can circle the wagons and hide beyond mistaken and outdated notions of institutional autonomy when they violate legally binding agreements surrounding the uses of a gift."

    Financial Planning
    "5 Questions"
    December 1, 2007
    Discussing major gifts, Fransen says:
    "From a financial planning standpoint, the biggest mistake donors make is impulsively making a major donation without understanding its impact on their estate plan and where the donation fits into their overall financial plan."

    Associated Press
    "Schools Await Princeton Donor Ruling"
    September 4, 2007
    When commenting on the Robertson v. Princeton lawsuit, Fransen says:
    "For too long nobody has been watching to see that universities are the best possible stewards for (donors') resources."
                                                                                                                                              [View Full Article]