FundSvcs Community

Francis - I've seen this happen many times and at one past institution we all knew when a gift came from a certain donor - always less than $100 - there would likely be at least a dozen or more "tribute" notifications associated with the gift. While it can be a wee bit frustrating as well as time consuming to fulfill these requests I honestly believe that as good stewards to our donors and our organizations we need to take this stuff with a grain of salt. Such transactions are typically such a small count in comparison to the overall flow and we will always be faced with outliers like this. IMHO, setting a minimum for enabling tribute recognition would do far more damage to goodwill for your institution than simply getting these done and out of the queue. With due respect and a solid dose of empathy, Amy Director of Advancement Services, Gift Acceptance Division of University Advancement The Catholic University of America 620 Michigan Avenue, E215 O'Connell Hall Washington, DC 20064 Phone: 202-319-6919 Email: phillipsajud@cua.edu On Thu, Feb 14, 2019 at 1:41 PM Schodowski, Francis < fschodowski@columbiasc.edu> wrote: > Does anyone have minimums or guidelines for gifts made in memory/honor of > others? We received a gift of $25 to the annual fund with a request that > the gift be in memory of 9 different people. When gifts of memory/honor > are made we send notification (without dollar amount) to the individual or > heirs. Appreciate hearing if your institution sets any guidelines for > such. How do you share that information with people- reactive or > proactive? > > > > -Francis > > [image: http://columbiasc.edu/app/uploads/CC-2017-Logo.jpg] > <http://columbiasc.edu/> > > > *Francis G. Schodowski, MBA * > > *Executive Vice President Advancement/Alumnae Hall *1301 Columbia College > Drive > Columbia, SC 29203 > e. fschodowski@columbiasc.edu > p. 803.786.3927 > c. 717.606.2741 > [image: http://columbiasc.edu/app/uploads/image002-2.jpg] > <https://www.facebook.com/columbiacollegesc/>[image: > http://columbiasc.edu/app/uploads/image003-1.jpg] > <https://www.instagram.com/columbiacollegesc/>[image: > http://columbiasc.edu/app/uploads/image004.jpg] > <http://www.pinterest.com/columbiacollege/>[image: > http://columbiasc.edu/app/uploads/image005.jpg] > <https://twitter.com/columbiakoala>[image: > http://columbiasc.edu/app/uploads/image006.jpg] > <https://www.youtube.com/user/colacollkoalas>[image: > http://columbiasc.edu/app/uploads/image007.jpg] > <http://www.columbiasc.edu/about/latest-news/2587-columbia-college-ranked-among-the-region-s-best>[image: > http://columbiasc.edu/app/uploads/image008.jpg] > <http://columbiasc.edu/about/latest-news/2571-columbia-college-named-best-bang-for-the-buck-by-washington-monthly> > > > > > > > > > > > > > > >

Does anyone have minimums or guidelines for gifts made in memory/honor of others? We received a gift of $25 to the annual fund with a request that the gift be in memory of 9 different people. When gifts of memory/honor are made we send notification (without dollar amount) to the individual or heirs. Appreciate hearing if your institution sets any guidelines for such. How do you share that information with people- reactive or proactive? -Francis [http://columbiasc.edu/app/uploads/CC-2017-Logo.jpg]<http://columbiasc.edu/> Francis G. Schodowski, MBA Executive Vice President Advancement/Alumnae Hall 1301 Columbia College Drive Columbia, SC 29203 e. fschodowski@columbiasc.edu p. 803.786.3927 c. 717.606.2741 [http://columbiasc.edu/app/uploads/image002-2.jpg]<https://www.facebook.com/columbiacollegesc/>[http://columbiasc.edu/app/uploads/image003-1.jpg]<https://www.instagram.com/columbiacollegesc/>[http://columbiasc.edu/app/uploads/image004.jpg]<http://www.pinterest.com/columbiacollege/>[http://columbiasc.edu/app/uploads/image005.jpg]<https://twitter.com/columbiakoala>[http://columbiasc.edu/app/uploads/image006.jpg]<https://www.youtube.com/user/colacollkoalas>[http://columbiasc.edu/app/uploads/image007.jpg]<http://www.columbiasc.edu/about/latest-news/2587-columbia-college-ranked-among-the-region-s-best>[http://columbiasc.edu/app/uploads/image008.jpg]<http://columbiasc.edu/about/latest-news/2571-columbia-college-named-best-bang-for-the-buck-by-washington-monthly>

Hi Francis, We are a University and Health System, and we receive many smaller donations for in Honor to either Alumni or Physicians. We acknowledge all the same way, irrespective of dollar amount of the gift. We make no restrictions on the number of Tributes. Like Amy outlined below, at my current Institution and my prior institution that were many donors that did a list of In Honor for their gift each year. We are appreciative of the gift and the time that went into Honoring the people. Like your institution, we will make the Honoree aware of the gift, but not the amount. Cheers, David David B. Ritchie
 Senior Director Business Intelligence, Analytics and Data Services Office of Institutional Advancement
 Thomas Jefferson University and Jefferson Health 130 S. 9th Street, 17th Floor | Philadelphia, PA 19107
 Office: (215) 955-6929 Mobile: (215) 531-3743 David.Ritchie@jefferson.edu<mailto:David.Ritchie@jefferson.edu> Giving.Jefferson.edu<http://giving.jefferson.edu/giving.html> | Jefferson.edu/Alumni<http://www.jefferson.edu/alumni.html> Your generosity heals. Make a gift today.<https://w3.jefferson.edu/giving.cfm> Support Jefferson on AmazonSmile<https://smile.amazon.com/ch/23-1352651> [cid:image010.jpg@01D4C46D.3FB2F880] The information contained in this transmission contains privileged and confidential information. It is intended only for the use of the person named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. CAUTION: Intended recipients should NOT use email communication for emergent or urgent health care matters. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Amy Phillips Sent: Thursday, February 14, 2019 1:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] memorial/honorary gifts and minimum WARNING: External Email - This email originated outside of Jefferson. DO NOT CLICK links or attachments unless you recognize the sender and are expecting the email. Francis - I've seen this happen many times and at one past institution we all knew when a gift came from a certain donor - always less than $100 - there would likely be at least a dozen or more "tribute" notifications associated with the gift. While it can be a wee bit frustrating as well as time consuming to fulfill these requests I honestly believe that as good stewards to our donors and our organizations we need to take this stuff with a grain of salt. Such transactions are typically such a small count in comparison to the overall flow and we will always be faced with outliers like this. IMHO, setting a minimum for enabling tribute recognition would do far more damage to goodwill for your institution than simply getting these done and out of the queue. With due respect and a solid dose of empathy, Amy Director of Advancement Services, Gift Acceptance Division of University Advancement The Catholic University of America 620 Michigan Avenue, E215 O'Connell Hall Washington, DC 20064 Phone: 202-319-6919 Email: phillipsajud@cua.edu<mailto:phillipsajud@cua.edu> [https://docs.google.com/uc?export=download&id=1tdxfrgPz6o_f-BUqZPqadEO2p0WuV5DB&revid=0Bx1FoaRWecVMcy9uUlc0b0dadStQTWlycUJVOC9ycDdQWmdnPQ] On Thu, Feb 14, 2019 at 1:41 PM Schodowski, Francis <fschodowski@columbiasc.edu<mailto:fschodowski@columbiasc.edu>> wrote: Does anyone have minimums or guidelines for gifts made in memory/honor of others? We received a gift of $25 to the annual fund with a request that the gift be in memory of 9 different people. When gifts of memory/honor are made we send notification (without dollar amount) to the individual or heirs. Appreciate hearing if your institution sets any guidelines for such. How do you share that information with people- reactive or proactive? -Francis [http://columbiasc.edu/app/uploads/CC-2017-Logo.jpg]<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fcolumbiasc.edu%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cf752fbbd0f51407bcb2f08d692acbea0%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636857667999761764&sdata=SJh4gidECK5m5AkC94nK%2FMSdr7H%2FC6uDlGt0c4N3f9Y%3D&reserved=0> Francis G. Schodowski, MBA Executive Vice President Advancement/Alumnae Hall 1301 Columbia College Drive Columbia, SC 29203 e. fschodowski@columbiasc.edu<mailto:fschodowski@columbiasc.edu> p. 803.786.3927 c. 717.606.2741 [http://columbiasc.edu/app/uploads/image002-2.jpg]<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.facebook.com%2Fcolumbiacollegesc%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cf752fbbd0f51407bcb2f08d692acbea0%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636857667999761764&sdata=3YN%2BQ4lMV0%2BR3BQA1FYWqtVqNb3zvUZGoXdLUrhbDNc%3D&reserved=0>[http://columbiasc.edu/app/uploads/image003-1.jpg]<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.instagram.com%2Fcolumbiacollegesc%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cf752fbbd0f51407bcb2f08d692acbea0%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636857667999771778&sdata=3AXgJd28mSBpQDCpBw0UQ1s%2BXLzhzLI2m7qhNSL%2B8Pw%3D&reserved=0>[http://columbiasc.edu/app/uploads/image004.jpg]<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.pinterest.com%2Fcolumbiacollege%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cf752fbbd0f51407bcb2f08d692acbea0%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636857667999771778&sdata=W%2B8ShQ%2BNzbcI0Lua02iczkW%2BDzv39J0fj4mrkg1zky8%3D&reserved=0>[http://columbiasc.edu/app/uploads/image005.jpg]<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2Fcolumbiakoala&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cf752fbbd0f51407bcb2f08d692acbea0%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636857667999781783&sdata=UESv9yH3ouwSjj5poKRQlXtPIs091zV7fxjUK74Sl2I%3D&reserved=0>[http://columbiasc.edu/app/uploads/image006.jpg]<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.youtube.com%2Fuser%2Fcolacollkoalas&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cf752fbbd0f51407bcb2f08d692acbea0%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636857667999781783&sdata=jacUbtjZ1MNVrY8u5MMHIdqpleVFzdX%2F8WdC3OMaVnc%3D&reserved=0>[http://columbiasc.edu/app/uploads/image007.jpg]<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.columbiasc.edu%2Fabout%2Flatest-news%2F2587-columbia-college-ranked-among-the-region-s-best&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cf752fbbd0f51407bcb2f08d692acbea0%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636857667999791788&sdata=zhZoarRA7YNeHelA8MTA6aSUcndMsO%2BbP95HHPKX8BA%3D&reserved=0>[http://columbiasc.edu/app/uploads/image008.jpg]<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fcolumbiasc.edu%2Fabout%2Flatest-news%2F2571-columbia-college-named-best-bang-for-the-buck-by-washington-monthly&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cf752fbbd0f51407bcb2f08d692acbea0%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636857667999791788&sdata=WhD4N1dJDkhOcYtfCrk8PKXF59iNao0pAAOSpXRLeZo%3D&reserved=0>

Ditto what David and Amy both more eloquently expressed. Jess Jessica German Director, Advancement Information Services Trinity College 300 Summit Street Hartford, CT 06106 Phone: (860) 297-2495 E-mail: jessica.german@trincoll.edu<mailto:jessica.german@trincoll.edu> Pronouns: She, Her, Hers From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of David Ritchie Sent: Thursday, February 14, 2019 1:58 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] memorial/honorary gifts and minimum Hi Francis, We are a University and Health System, and we receive many smaller donations for in Honor to either Alumni or Physicians. We acknowledge all the same way, irrespective of dollar amount of the gift. We make no restrictions on the number of Tributes. Like Amy outlined below, at my current Institution and my prior institution that were many donors that did a list of In Honor for their gift each year. We are appreciative of the gift and the time that went into Honoring the people. Like your institution, we will make the Honoree aware of the gift, but not the amount. Cheers, David David B. Ritchie
 Senior Director Business Intelligence, Analytics and Data Services Office of Institutional Advancement
 Thomas Jefferson University and Jefferson Health 130 S. 9th Street, 17th Floor | Philadelphia, PA 19107
 Office: (215) 955-6929 Mobile: (215) 531-3743 David.Ritchie@jefferson.edu<mailto:David.Ritchie@jefferson.edu> Giving.Jefferson.edu<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgiving.jefferson.edu%2Fgiving.html&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930075090&sdata=SZpkEtO9y8KjHbBMIoJZKJnr4mGbnDX%2FBNUoudryay0%3D&reserved=0> | Jefferson.edu/Alumni<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.jefferson.edu%2Falumni.html&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930085102&sdata=ynsEOcKaDDCYIi47ZnCfm14PXPhTkf9ELFA3FxwtR0w%3D&reserved=0> Your generosity heals. Make a gift today.<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fw3.jefferson.edu%2Fgiving.cfm&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930095111&sdata=49L%2BdF%2FnFrE1L1yr9mq9DvPMwVPvOlKUfyM9BzVF5cQ%3D&reserved=0> Support Jefferson on AmazonSmile<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsmile.amazon.com%2Fch%2F23-1352651&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930095111&sdata=Kg39Qbd%2B0hc69g4C%2FT6pz2%2BWL50El46Wlyf%2F1l9mkUQ%3D&reserved=0> [cid:image001.jpg@01D4C46D.82B0EF20] The information contained in this transmission contains privileged and confidential information. It is intended only for the use of the person named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. CAUTION: Intended recipients should NOT use email communication for emergent or urgent health care matters. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Amy Phillips Sent: Thursday, February 14, 2019 1:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] memorial/honorary gifts and minimum WARNING: External Email - This email originated outside of Jefferson. DO NOT CLICK links or attachments unless you recognize the sender and are expecting the email. Francis - I've seen this happen many times and at one past institution we all knew when a gift came from a certain donor - always less than $100 - there would likely be at least a dozen or more "tribute" notifications associated with the gift. While it can be a wee bit frustrating as well as time consuming to fulfill these requests I honestly believe that as good stewards to our donors and our organizations we need to take this stuff with a grain of salt. Such transactions are typically such a small count in comparison to the overall flow and we will always be faced with outliers like this. IMHO, setting a minimum for enabling tribute recognition would do far more damage to goodwill for your institution than simply getting these done and out of the queue. With due respect and a solid dose of empathy, Amy Director of Advancement Services, Gift Acceptance Division of University Advancement The Catholic University of America 620 Michigan Avenue, E215 O'Connell Hall Washington, DC 20064 Phone: 202-319-6919 Email: phillipsajud@cua.edu<mailto:phillipsajud@cua.edu> [https://docs.google.com/uc?export=download&id=1tdxfrgPz6o_f-BUqZPqadEO2p0WuV5DB&revid=0Bx1FoaRWecVMcy9uUlc0b0dadStQTWlycUJVOC9ycDdQWmdnPQ] On Thu, Feb 14, 2019 at 1:41 PM Schodowski, Francis <fschodowski@columbiasc.edu<mailto:fschodowski@columbiasc.edu>> wrote: Does anyone have minimums or guidelines for gifts made in memory/honor of others? We received a gift of $25 to the annual fund with a request that the gift be in memory of 9 different people. When gifts of memory/honor are made we send notification (without dollar amount) to the individual or heirs. Appreciate hearing if your institution sets any guidelines for such. How do you share that information with people- reactive or proactive? -Francis [http://columbiasc.edu/app/uploads/CC-2017-Logo.jpg]<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fcolumbiasc.edu%2F&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930105124&sdata=1Rs%2FeXwZmJq6xaEtDI69nGKcku2wlekwlfWRWL2cKLc%3D&reserved=0> Francis G. Schodowski, MBA Executive Vice President Advancement/Alumnae Hall 1301 Columbia College Drive Columbia, SC 29203 e. fschodowski@columbiasc.edu<mailto:fschodowski@columbiasc.edu> p. 803.786.3927 c. 717.606.2741 [http://columbiasc.edu/app/uploads/image002-2.jpg]<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.facebook.com%2Fcolumbiacollegesc%2F&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930115132&sdata=4msZRVNfLC9HzCx9PzDX2BhWXZqs2mbNsO14xVmKS9I%3D&reserved=0>[http://columbiasc.edu/app/uploads/image003-1.jpg]<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.instagram.com%2Fcolumbiacollegesc%2F&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930115132&sdata=FUCxtRXLpD4sMJWZDDP8WKJ0BlgWJgfslYzrOUIbQik%3D&reserved=0>[http://columbiasc.edu/app/uploads/image004.jpg]<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.pinterest.com%2Fcolumbiacollege%2F&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930125136&sdata=oqqZrOqJJDCKDITA3sTMs6GAOREV0UZ1RHhSlIYPgek%3D&reserved=0>[http://columbiasc.edu/app/uploads/image005.jpg]<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2Fcolumbiakoala&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930135149&sdata=InVzgIzmEqhhi%2FnMFuK%2BtMvuQTao4KBi3SOFqHVXY2U%3D&reserved=0>[http://columbiasc.edu/app/uploads/image006.jpg]<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.youtube.com%2Fuser%2Fcolacollkoalas&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930135149&sdata=m2WnnryirjGpz1uyKvXMbw7LCDO1Z72t9CKRehPD2fg%3D&reserved=0>[http://columbiasc.edu/app/uploads/image007.jpg]<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.columbiasc.edu%2Fabout%2Flatest-news%2F2587-columbia-college-ranked-among-the-region-s-best&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930145149&sdata=wT5AeolMQRVMXe8RYQk5%2F0VP2C2hR3Da%2FPRDiieNZJ8%3D&reserved=0>[http://columbiasc.edu/app/uploads/image008.jpg]<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fcolumbiasc.edu%2Fabout%2Flatest-news%2F2571-columbia-college-named-best-bang-for-the-buck-by-washington-monthly&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca34f6f591afe4eab649e08d692ae5cf5%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636857674930155162&sdata=tRTfDpsWjKWTYDhsbcPf519miEiyz0XefpClwTIbIAE%3D&reserved=0>