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  • 1.  Reports

    Posted 03-05-2019 09:02 AM
    Question about best practices, do you primarily report net present value or face value on fundraising reports? Do you have reports that report both?


  • 2.  Re: Reports

    Posted 03-05-2019 02:03 PM
    Hi, Lester, Net present value of what? There are rules that dictate the charitable gift value of certain kinds of gifts. Is that what you mean? --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com http://www.staupell.com
    Original Message


  • 3.  Re: Reports

    Posted 03-05-2019 02:04 PM
    Yes, that is what I am talking about Lester Pyle Sr. Executive Director, Systems University of Pittsburgh Office of Institutional Advancement 412-624-6193 412-480-8494 (cell) www.giveto.pitt.edu
    Original Message


  • 4.  Re: Reports

    Posted 03-05-2019 02:06 PM
    Here, all internal reporting is at face. However, we also do track PV as both are required by VSE. 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           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.
    Original Message


  • 5.  Re: Reports

    Posted 03-05-2019 02:07 PM
    That is exactly what we do here as well. 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
    Original Message


  • 6.  Re: Reports

    Posted 03-05-2019 02:17 PM
    I'm sure you can find on John's collection a list of rules on how to count what. Your biggest considerations will be: Planned gifts Gifts of stock Life insurance In-kind gifts (which will be on your records as $0.00 since you can't value them) --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com http://www.staupell.com
    Original Message