FundSvcs Community

I would record the entire amount on a "Various Donors" record and not issue any receipt. If you feel compelled to give soft-credit for the known amounts to certain individuals that is up to you. But you have no proof that those individuals paid anything - and the funds collector is not a legal agent - and they have confirmed that the money isn't theirs. So no receipts. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Wed, Jan 2, 2019 at 3:45 PM Halverson, Michael <mhalverson@luc.edu> wrote: > Hello, all – > > > > Happy New Year to everyone! > > > > May I please ask if any of your institutions have a template for how you > would receipt/acknowledge the following situation: > > · An alum passes away, and her obituary requests that people (in > lieu of flowers) make a contribution to your institution. > > · A relative of the alum collects cash donations, and issues the > school a personal check – from her own account – for the precise amount of > the cash that she collected. > > · The relative also provides the institution with the names, > addresses, and donation amounts for everyone who made a cash gift. > > · None of the individual cash gifts are $250+, but the sum total > (i.e. the amount the relative wrote the personal check for) is more than > $250. > > > > I’d appreciate any thoughts/feedback people can provide about how you’d > receipt/steward these transactions. > > > > Many thanks, > > > > *Michael Halverson, **Ed.D.* > Senior Director of Advancement Services > Loyola University Chicago > T. *312-915-7283 *| C. 320-363-4987 > mhalverson@luc.edu | www.luc.edu/advancement > > >

Hello, all - Happy New Year to everyone! May I please ask if any of your institutions have a template for how you would receipt/acknowledge the following situation: * An alum passes away, and her obituary requests that people (in lieu of flowers) make a contribution to your institution. * A relative of the alum collects cash donations, and issues the school a personal check - from her own account - for the precise amount of the cash that she collected. * The relative also provides the institution with the names, addresses, and donation amounts for everyone who made a cash gift. * None of the individual cash gifts are $250+, but the sum total (i.e. the amount the relative wrote the personal check for) is more than $250. I'd appreciate any thoughts/feedback people can provide about how you'd receipt/steward these transactions. Many thanks, Michael Halverson, Ed.D. Senior Director of Advancement Services Loyola University Chicago T. 312-915-7283 | C. 320-363-4987<tel:320-363-4987> mhalverson@luc.edu<mailto:mhalverson@luc.edu> | www.luc.edu/advancement<http://www.luc.edu/advancement>

UGH - if the relative is nearby I would return the check and ask them to give you the cash. Otherwise - no one gets receipted. Maybe enter all the gifts on a special gifts record and only soft credit the individuals and send thank yous that in no way resemble a receipt. Melissa S. Graves, bCRE-PRO | Sr. Applications Analyst Lifespan - Information Systems | 45 Baker Street, Providence, RI 02905 Office: 401-444-2572 | Cell: 401-327-4861| Email: mgraves@lifespan.org From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Halverson, Michael Sent: Wednesday, January 02, 2019 3:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Question about receipting/acknowledging cash memorial gifts WARNING: This email originated outside of Lifespan and our authorized business partners. USE CAUTION when clicking on links or attachments. ________________________________ Hello, all - Happy New Year to everyone! May I please ask if any of your institutions have a template for how you would receipt/acknowledge the following situation: * An alum passes away, and her obituary requests that people (in lieu of flowers) make a contribution to your institution. * A relative of the alum collects cash donations, and issues the school a personal check - from her own account - for the precise amount of the cash that she collected. * The relative also provides the institution with the names, addresses, and donation amounts for everyone who made a cash gift. * None of the individual cash gifts are $250+, but the sum total (i.e. the amount the relative wrote the personal check for) is more than $250. I'd appreciate any thoughts/feedback people can provide about how you'd receipt/steward these transactions. Many thanks, Michael Halverson, Ed.D. Senior Director of Advancement Services Loyola University Chicago T. 312-915-7283 | C. 320-363-4987<tel:320-363-4987> mhalverson@luc.edu<mailto:mhalverson@luc.edu> | www.luc.edu/advancement<http://www.luc.edu/advancement> This transmission is intended only for the addressee(s) listed above and may contain information that is confidential. If you are not the addressee, any use, disclosure, copying or communication of the contents of this message is prohibited. Please contact me if this message was transmitted in error.

We would receipt the relative for the full amount and soft the list. Aaron Aaron Forrest CPA Senior Director Gift and Donor Services University of Rochester Office of Advancement Larry and Cindy Bloch Alumni and Advancement Center 300 East River Road Rochester NY 14627 Office 585.275.2799 / Fax 585-273-4558 Email aaron.forrest@rochester.edu [Description: Description: Description: cid:image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/> P Please consider the environment before printing this email. Confidentiality Notice: This message, including attachments may contain confidential information. Any unauthorized use, disclosure or distribution is prohibited. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Halverson, Michael Sent: Wednesday, January 2, 2019 3:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Question about receipting/acknowledging cash memorial gifts Hello, all - Happy New Year to everyone! May I please ask if any of your institutions have a template for how you would receipt/acknowledge the following situation: * An alum passes away, and her obituary requests that people (in lieu of flowers) make a contribution to your institution. * A relative of the alum collects cash donations, and issues the school a personal check - from her own account - for the precise amount of the cash that she collected. * The relative also provides the institution with the names, addresses, and donation amounts for everyone who made a cash gift. * None of the individual cash gifts are $250+, but the sum total (i.e. the amount the relative wrote the personal check for) is more than $250. I'd appreciate any thoughts/feedback people can provide about how you'd receipt/steward these transactions. Many thanks, Michael Halverson, Ed.D. Senior Director of Advancement Services Loyola University Chicago T. 312-915-7283 | C. 320-363-4987<tel:320-363-4987> mhalverson@luc.edu<mailto:mhalverson@luc.edu> | www.luc.edu/advancement<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.luc.edu_advancement&d=DwMFAg&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=M-1OsasrPFmNKFpmqEBeajJStyYKAp49FveEJjbtkCU&s=4PBl2hUEUob63rFKwyD8pI1X5It515nca1XO8yiZbDI&e=>

We would do the same. Heidi Howard, bCRE-Pro, bCRP Annual Giving/Database Administrator Samaritan Foundations P: 541.768.5547 C: 503.580.0670 From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Forrest, Aaron Sent: Wednesday, January 02, 2019 12:49 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Question about receipting/acknowledging cash memorial gifts WARNING: This email originated from outside of SHS. DO NOT CLICK ANY LINKS OR OPEN ATTACHMENTS unless you recognize the sender and know the contents are safe. We would receipt the relative for the full amount and soft the list. Aaron Aaron Forrest CPA Senior Director Gift and Donor Services University of Rochester Office of Advancement Larry and Cindy Bloch Alumni and Advancement Center 300 East River Road Rochester NY 14627 Office 585.275.2799 / Fax 585-273-4558 Email aaron.forrest@rochester.edu<mailto:aaron.forrest@rochester.edu> [Description: Description: Description: cid:image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/> P Please consider the environment before printing this email. Confidentiality Notice: This message, including attachments may contain confidential information. Any unauthorized use, disclosure or distribution is prohibited. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Halverson, Michael Sent: Wednesday, January 2, 2019 3:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Question about receipting/acknowledging cash memorial gifts Hello, all - Happy New Year to everyone! May I please ask if any of your institutions have a template for how you would receipt/acknowledge the following situation: * An alum passes away, and her obituary requests that people (in lieu of flowers) make a contribution to your institution. * A relative of the alum collects cash donations, and issues the school a personal check - from her own account - for the precise amount of the cash that she collected. * The relative also provides the institution with the names, addresses, and donation amounts for everyone who made a cash gift. * None of the individual cash gifts are $250+, but the sum total (i.e. the amount the relative wrote the personal check for) is more than $250. I'd appreciate any thoughts/feedback people can provide about how you'd receipt/steward these transactions. Many thanks, Michael Halverson, Ed.D. Senior Director of Advancement Services Loyola University Chicago T. 312-915-7283 | C. 320-363-4987<tel:320-363-4987> mhalverson@luc.edu<mailto:mhalverson@luc.edu> | www.luc.edu/advancement<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.luc.edu_advancement&d=DwMFAg&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=M-1OsasrPFmNKFpmqEBeajJStyYKAp49FveEJjbtkCU&s=4PBl2hUEUob63rFKwyD8pI1X5It515nca1XO8yiZbDI&e=> Click here<https://mailsecure.samhealth.org:9449/pem/pages/digestProcess/digestProcess.jsf?content=41ae761a454f225b0bc839eb2b6f52b92798d216581a6f146c879d7c0ddf72f37d3ead764c2f4eaae5b5d1d911f5b462535dba2eaaac10dd3112b5f2dec356e52cda3bb14b633c9809d12f8e2e00aa7182a1dfffbd6536da8978e6ee08093c4e3b900359a661f08399563ce129a50bc49f84a198a7ccbf0c6da597bf975a848fdf0c8076233cafd4c9ddf0bc6493fbd7> to report this email as spam ________________________________ Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.

Thank you, all, for your feedback. Thanks, Michael Halverson, Ed.D. Senior Director of Advancement Services Loyola University Chicago T. 312-915-7283 | C. 320-363-4987<tel:320-363-4987> mhalverson@luc.edu<mailto:mhalverson@luc.edu> | www.luc.edu/advancement<http://www.luc.edu/advancement> From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Heidi L. Howard Sent: Wednesday, January 02, 2019 2:50 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Question about receipting/acknowledging cash memorial gifts We would do the same. Heidi Howard, bCRE-Pro, bCRP Annual Giving/Database Administrator Samaritan Foundations P: 541.768.5547 C: 503.580.0670 From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Forrest, Aaron Sent: Wednesday, January 02, 2019 12:49 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Question about receipting/acknowledging cash memorial gifts WARNING: This email originated from outside of SHS. DO NOT CLICK ANY LINKS OR OPEN ATTACHMENTS unless you recognize the sender and know the contents are safe. We would receipt the relative for the full amount and soft the list. Aaron Aaron Forrest CPA Senior Director Gift and Donor Services University of Rochester Office of Advancement Larry and Cindy Bloch Alumni and Advancement Center 300 East River Road Rochester NY 14627 Office 585.275.2799 / Fax 585-273-4558 Email aaron.forrest@rochester.edu<mailto:aaron.forrest@rochester.edu> [Description: Description: Description: cid:image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/> P Please consider the environment before printing this email. Confidentiality Notice: This message, including attachments may contain confidential information. Any unauthorized use, disclosure or distribution is prohibited. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Halverson, Michael Sent: Wednesday, January 2, 2019 3:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Question about receipting/acknowledging cash memorial gifts Hello, all - Happy New Year to everyone! May I please ask if any of your institutions have a template for how you would receipt/acknowledge the following situation: * An alum passes away, and her obituary requests that people (in lieu of flowers) make a contribution to your institution. * A relative of the alum collects cash donations, and issues the school a personal check - from her own account - for the precise amount of the cash that she collected. * The relative also provides the institution with the names, addresses, and donation amounts for everyone who made a cash gift. * None of the individual cash gifts are $250+, but the sum total (i.e. the amount the relative wrote the personal check for) is more than $250. I'd appreciate any thoughts/feedback people can provide about how you'd receipt/steward these transactions. Many thanks, Michael Halverson, Ed.D. Senior Director of Advancement Services Loyola University Chicago T. 312-915-7283 | C. 320-363-4987<tel:320-363-4987> mhalverson@luc.edu<mailto:mhalverson@luc.edu> | www.luc.edu/advancement<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.luc.edu_advancement&d=DwMFAg&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=M-1OsasrPFmNKFpmqEBeajJStyYKAp49FveEJjbtkCU&s=4PBl2hUEUob63rFKwyD8pI1X5It515nca1XO8yiZbDI&e=> Click here<https://mailsecure.samhealth.org:9449/pem/pages/digestProcess/digestProcess.jsf?content=41ae761a454f225b0bc839eb2b6f52b92798d216581a6f146c879d7c0ddf72f37d3ead764c2f4eaae5b5d1d911f5b462535dba2eaaac10dd3112b5f2dec356e52cda3bb14b633c9809d12f8e2e00aa7182a1dfffbd6536da8978e6ee08093c4e3b900359a661f08399563ce129a50bc49f84a198a7ccbf0c6da597bf975a848fdf0c8076233cafd4c9ddf0bc6493fbd7> to report this email as spam ________________________________ Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.

Gift recording isn't part of my current portfolio, but, if it were, and if the relative also transmitted note/letters from the respective donors, indicating their intent to contribute and the respective amounts, I'd think seriously about recording those amounts on the records of the several donors. My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 *: 202-633-8754 | *: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Halverson, Michael Sent: Wednesday, January 2, 2019 3:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Question about receipting/acknowledging cash memorial gifts Hello, all - Happy New Year to everyone! May I please ask if any of your institutions have a template for how you would receipt/acknowledge the following situation: * An alum passes away, and her obituary requests that people (in lieu of flowers) make a contribution to your institution. * A relative of the alum collects cash donations, and issues the school a personal check - from her own account - for the precise amount of the cash that she collected. * The relative also provides the institution with the names, addresses, and donation amounts for everyone who made a cash gift. * None of the individual cash gifts are $250+, but the sum total (i.e. the amount the relative wrote the personal check for) is more than $250. I'd appreciate any thoughts/feedback people can provide about how you'd receipt/steward these transactions. Many thanks, Michael Halverson, Ed.D. Senior Director of Advancement Services Loyola University Chicago T. 312-915-7283 | C. 320-363-4987<tel:320-363-4987> mhalverson@luc.edu<mailto:mhalverson@luc.edu> | www.luc.edu/advancement<http://www.luc.edu/advancement>

We’d record it on Various Donors, no receipt. Robin L. Onsa Director of Advancement Operations University Advancement Stanislaus State One University Circle MSR300 Turlock, CA 95382 Email: ronsa@csustan.edu<mailto:ronsa@csustan.edu> Direct: (209) 667-3242 Cell: (415) 606-8134 From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Wednesday, January 2, 2019 12:49 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Question about receipting/acknowledging cash memorial gifts I would record the entire amount on a "Various Donors" record and not issue any receipt. If you feel compelled to give soft-credit for the known amounts to certain individuals that is up to you. But you have no proof that those individuals paid anything - and the funds collector is not a legal agent - and they have confirmed that the money isn't theirs. So no receipts. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Wed, Jan 2, 2019 at 3:45 PM Halverson, Michael <mhalverson@luc.edu<mailto:mhalverson@luc.edu>> wrote: Hello, all – Happy New Year to everyone! May I please ask if any of your institutions have a template for how you would receipt/acknowledge the following situation: • An alum passes away, and her obituary requests that people (in lieu of flowers) make a contribution to your institution. • A relative of the alum collects cash donations, and issues the school a personal check – from her own account – for the precise amount of the cash that she collected. • The relative also provides the institution with the names, addresses, and donation amounts for everyone who made a cash gift. • None of the individual cash gifts are $250+, but the sum total (i.e. the amount the relative wrote the personal check for) is more than $250. I’d appreciate any thoughts/feedback people can provide about how you’d receipt/steward these transactions. Many thanks, Michael Halverson, Ed.D. Senior Director of Advancement Services Loyola University Chicago T. 312-915-7283 | C. 320-363-4987<tel:320-363-4987> mhalverson@luc.edu<mailto:mhalverson@luc.edu> | www.luc.edu/advancement<http://www.luc.edu/advancement>