Tracey, there are ways to make the first scenario work. Much depends on
timing and the individuals' proactive approach to refusing the benefit.
It's when they simply do not show up that you cannot undo anything.
But to your second question, you absolutely can "repurpose" a gift if all
parties agree (and the original funds are still available). You would need
to issue a revised receipt and somehow make it very clear to the donor that
they cannot use the first receipt (you should ask them to return it or
confirm they destroyed it - and your new receipt must clearly indicate that
it is a replacement).
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 Thu, Jan 24, 2019 at 11:56 AM Tracey Mullane <
tmullane@pih.org> wrote:
> We’re doing our first big fundraising event, and I’ve been doing a lot of
> educating regarding what kinds of gifts/giving vehicles we cannot/should
> not accept sponsorships from (DAFs, Family Foundations..), the proper way
> to receipt, etc.
>
>
>
> I believe I read here (but couldn’t find the post again) that if someone
> makes a gift for an event sponsorship but then decides they can’t attend
> and asks for a new receipt (that will reflect full value of gift, not the
> lower amount reflecting benefits), that we can’t go back and change the
> gift, as their intent at the time of giving it is what matters – ie, they
> intended to sponsor the event and get 10 tickets with $x of benefits per
> ticket/sponsorship level).
>
>
>
> However, if someone makes a “regular” gift and then hears about the event
> 2 weeks later and wants to change their gift to a sponsorship – putting
> aside out own internal policies, would we be able to honor that request?
> I’d want documentation of the change in designation from the donor and we’d
> need to send out (and document that we sent out) a corrected/updated
> acknowledgment letter reflecting correct tax deductible amount.
>
>
>
> Given the complexity of our partnerships and fundraising work, and the
> relative inexperience of our special events fundraising across the team, I
> want to make sure I communicate clear guidelines for a handful of complex
> giving scenarios we can anticipate running into.
>
>
>
> Thanks!
>
> Tracey
>
>
>
>
>
> *Tracey Mullane*
>
> Director, Development Operations | Partners in Health
>
> 800 Boylston St. Suite 300 | Boston, MA 02199-8190
>
> (857) 880-5729 |
tmullane@pih.org
>
> [image: cid:
image001.jpg@01D33132.DEED3610] <http://www.pih.org/>
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