Thanks John.
Paula
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
*Paula M. Lee '93*
Executive Director for Advancement Systems and Data Management
Institutional Advancement Division
Brandeis University
415 South Street, MS126 | Waltham, MA 02453
p: 781-736-4128 | f: 781-736-4109
e:
plee@brandeis.edu
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
On Wed, May 15, 2019 at 11:26 AM John Taylor <
johntaylorconsulting@gmail.com>
wrote:
> I absolutely did finalize a paper. You can find it here:
>
>
https://www.johnhtaylorconsulting.com/advancement-program-resources.html
>
> Look for "How to Avoid Unnecessary Fund Creation."
>
> I have submitted the paper to aasp as a possible Best Practices topic.
> But for now, feel free to grab it from my website!
>
> 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 Wed, May 15, 2019 at 10:49 AM Paula Lee <
plee@brandeis.edu> wrote:
>
>> Hi John,
>>
>> Wondering if you have made any progress or published recommended
>> protocols for this topic? I have been getting lots of requests/insistence
>> to create new gift funds for every program/purpose and usually for small
>> gift dollars. Essentially, the depts. and budget office want to use gift
>> funds as their accounting system.
>>
>>
>> Paula
>> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
>>
>> *Paula M. Lee '93*
>> Executive Director for Advancement Systems and Data Management
>> Institutional Advancement Division
>> Brandeis University
>> 415 South Street, MS126 | Waltham, MA 02453
>> p: 781-736-4128 | f: 781-736-4109
>> e:
plee@brandeis.edu
>>
>> Support Brandeis University and make your gift online at
>> giving.brandeis.edu.
>>
>>
>>
>> This email may contain information that is confidential, privileged or
>> otherwise protected from disclosure. If you are not the intended
>> recipient
>> of this email, do not duplicate or redistribute the contents by any means.
>> Please delete this email and any attachments and notify the sender that
>> you have received this email in error. Unintended recipients are
>> prohibited
>> from taking any action on the contents in this email. If you are the
>> intended
>> recipient, we request that you dispose of the provided information
>> properly.
>> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
>>
>>
>> On Wed, Oct 10, 2018 at 10:49 PM John Taylor <
>>
johntaylorconsulting@gmail.com> wrote:
>>
>>> Don't worry - when I write it I will share it. But I am hoping to get a
>>> little help from my friends who have "been there, done that." We done did
>>> that 2 decades ago when I was at Duke. I just didn't think it was such a
>>> big deal then and so I didn't write up what we did - we just did :-). I'm
>>> hoping something today has written such a protocol.
>>>
>>> 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 Wed, Oct 10, 2018 at 10:46 PM Shelley W. Greene <
>>>
00000035e1ea279f-dmarc-request@listserv.fundsvcs.org> wrote:
>>>
>>>> I would love access to such document….I’m on board for stopping the
>>>> madness.
>>>>
>>>>
>>>> Shelley W. Greene
>>>> Randolph Community College
>>>> Vice President for Institutional Advancement
>>>> 629 Industrial Park Avenue | Asheboro NC, 27205
>>>> 336-633-0174 |
swgreene@randolph.edu
>>>>
>>>>
>>>>
>>>> On Oct 10, 2018, at 10:39 PM, John Taylor <
>>>>
johntaylorconsulting@GMAIL.COM> wrote:
>>>>
>>>> I am working on a paper of sorts that explains how to keep donors and
>>>> accounting offices happy - without having to create a new fund for every
>>>> new gift for a new purpose. I just run into too many "one-time use" funds
>>>> business offices tend to require.
>>>>
>>>> Personally, I have always liked discretionary funds in each department
>>>> where a donor's one time gift to buy a book or a piece of equipment can go
>>>> rather than create the hassle of setting up new funds that won't ever be
>>>> used again.
>>>>
>>>> So, does anyone out there have a related policy on this? And tied to
>>>> that, a protocol that explains how the money can be kept "separate" within
>>>> a single fund to ensure donor intent is honored?
>>>>
>>>> I'm going to write this up one way or another because it's time to stop
>>>> the madness! But I'd rather borrow something that's already been written
>>>> (with attribution of course) rather than start from scratch!
>>>>
>>>> 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
>>>>
>>>>