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  • 1.  Best Practices for Fund Creation

    Posted 04-30-2019 02:41 PM
    I wrote a paper on this topic last year. You will find it here under the Management section (How to Avoid Unnecessary Fund Creation): https://www.johnhtaylorconsulting.com/advancement-program-resources.html 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 Tue, Apr 30, 2019 at 3:34 PM Graves, Leslie <Leslie_Graves@baylor.edu> wrote: > I wanted to reach out to the community and see what the best practices are > for fund creation. Specifically, for our corporations and foundations who > donate money to do specific projects such as renovation projects, what are > the best practices for how to designate those funds. Do you always create a > new fund for these to help facilitate reporting back to the foundations, or > would you put that money into a current fund that is co-mingled with other > money and hope that the business manager keeps accurate records for how > that money is spent? > > > > I’m walking a fine line of trying to keep fund creation under control and > making sure that we steward the donor’s money appropriately. > > > > *Leslie Graves **| **Baylor University* > > Senior Director, Advancement Services > > > > University Advancement > > One Bear Place #97026 > > Waco, Texas 76798-7026 > > P: 254.710.8293 C: 254.652.2015 > > *www.baylor.edu/GiveLight <http://www.baylor.edu/GiveLight>* > > > > [image: > /Users/mariah_humphries/Library/Containers/com.microsoft.Outlook/Data/Library/Caches/Signatures/signature_1537652478] > > >


  • 2.  Best Practices for Fund Creation

    Posted 04-30-2019 06:24 PM
    I wanted to reach out to the community and see what the best practices are for fund creation. Specifically, for our corporations and foundations who donate money to do specific projects such as renovation projects, what are the best practices for how to designate those funds. Do you always create a new fund for these to help facilitate reporting back to the foundations, or would you put that money into a current fund that is co-mingled with other money and hope that the business manager keeps accurate records for how that money is spent? I'm walking a fine line of trying to keep fund creation under control and making sure that we steward the donor's money appropriately. Leslie Graves | Baylor University Senior Director, Advancement Services University Advancement One Bear Place #97026 Waco, Texas 76798-7026 P: 254.710.8293 C: 254.652.2015 www.baylor.edu/GiveLight<http://www.baylor.edu/GiveLight> [/Users/mariah_humphries/Library/Containers/com.microsoft.Outlook/Data/Library/Caches/Signatures/signature_1537652478]