FundSvcs Community

The church is the donor and the individual gets soft-credit. 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, May 14, 2019 at 3:31 PM Katharine Yates <kyates@pts.edu> wrote: > Does anyone have experience receiving donations from church discretionary > accounts? We received a check today that is apparently from the > discretionary account of one of our alums, who works at a church. The check > is from the church and the alum’s name is not specifically on it – although > the alum did include paperwork with his name so we could identify him. This > is the first time I’ve seen something like this, although I’ve been told > that this particular alum always donates in this way (the last time we > received a donation from him was before I started working here, so I was > not involved). The alum has always been given hard credit for the gift. > Does anyone know if this is what we should be doing, or should we be giving > hard credit to the church and soft credit to the alum? I’m not sure how > discretionary funds work and just want to make sure we’re doing the right > thing. > > > > Thanks, > > Katie > > > > Katie Campbell Yates > > Advancement Coordinator > > Pittsburgh Theological Seminary > > (P) 412-924-1376 > > (F) 412-924-1776 > > kyates@pts.edu > > > > [image: PTSLogoFnl-4C-PC] > > > > >

Does anyone have experience receiving donations from church discretionary accounts? We received a check today that is apparently from the discretionary account of one of our alums, who works at a church. The check is from the church and the alum's name is not specifically on it - although the alum did include paperwork with his name so we could identify him. This is the first time I've seen something like this, although I've been told that this particular alum always donates in this way (the last time we received a donation from him was before I started working here, so I was not involved). The alum has always been given hard credit for the gift. Does anyone know if this is what we should be doing, or should we be giving hard credit to the church and soft credit to the alum? I'm not sure how discretionary funds work and just want to make sure we're doing the right thing. Thanks, Katie Katie Campbell Yates Advancement Coordinator Pittsburgh Theological Seminary (P) 412-924-1376 (F) 412-924-1776 kyates@pts.edu<mailto:kyates@pts.edu> [PTSLogoFnl-4C-PC]

Okay, thanks for clearing that up! From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of John Taylor Sent: Tuesday, May 14, 2019 3:32 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Giving from Discretionary Account The church is the donor and the individual gets soft-credit. 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 Tue, May 14, 2019 at 3:31 PM Katharine Yates <kyates@pts.edu<mailto:kyates@pts.edu>> wrote: Does anyone have experience receiving donations from church discretionary accounts? We received a check today that is apparently from the discretionary account of one of our alums, who works at a church. The check is from the church and the alum’s name is not specifically on it – although the alum did include paperwork with his name so we could identify him. This is the first time I’ve seen something like this, although I’ve been told that this particular alum always donates in this way (the last time we received a donation from him was before I started working here, so I was not involved). The alum has always been given hard credit for the gift. Does anyone know if this is what we should be doing, or should we be giving hard credit to the church and soft credit to the alum? I’m not sure how discretionary funds work and just want to make sure we’re doing the right thing. Thanks, Katie Katie Campbell Yates Advancement Coordinator Pittsburgh Theological Seminary (P) 412-924-1376 (F) 412-924-1776 kyates@pts.edu<mailto:kyates@pts.edu> [PTSLogoFnl-4C-PC]