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Good morning, We have a donor that signed a gift agreement for $25,000. With his annual gift, he will apply for a match through his company. Is it inappropriate to reduce the pledge amount by the match amount? Thank you, Jolynn Jolynn Hall | Director of Special Projects and Gift Processing | University Advancement Operations UNC Charlotte | Foundation Building 106 9201 University City Blvd | Charlotte, NC 28223 Phone: 704-687- <704-687-5768>6159 | Fax: 704-687-7259 j <bmhutchi@uncc.edu>hall144@uncc.edu | www.uncc.edu

If the donor is never intending to pay the amount of the pledge to be satisfied by matching gifts, the pledge agreement should be recast and rerecorded for only the amount of the personal commitment. 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, Jun 19, 2019 at 11:02 AM Jolynn Hall <jhall144@uncc.edu> wrote: > Good morning, > > We have a donor that signed a gift agreement for $25,000. With his annual > gift, he will apply for a match through his company. Is it inappropriate to > reduce the pledge amount by the match amount? > > Thank you, > Jolynn > > Jolynn Hall | Director of Special Projects and Gift Processing | > University Advancement Operations > > UNC Charlotte | Foundation Building 106 > > 9201 University City Blvd | Charlotte, NC 28223 > > Phone: 704-687- <704-687-5768>6159 | Fax: 704-687-7259 > > j <bmhutchi@uncc.edu>hall144@uncc.edu | www.uncc.edu >

Thank you John. How would you handle this situation with an AVC that says the donor has documented in writing (not in the agreement) that he (the donor) is solely responsible for the pledge even if his employment changes? I understand the operational side of it but can see her perspective on being "donor centric." Thanks, Jolynn Jolynn Hall | Director of Special Projects and Gift Processing | University Advancement Operations UNC Charlotte | Foundation Building 106 9201 University City Blvd | Charlotte, NC 28223 Phone: 704-687- <704-687-5768>6159 | Fax: 704-687-7259 j <bmhutchi@uncc.edu>hall144@uncc.edu | www.uncc.edu On Wed, Jun 19, 2019 at 11:13 AM John Taylor <johntaylorconsulting@gmail.com> wrote: > If the donor is never intending to pay the amount of the pledge to be > satisfied by matching gifts, the pledge agreement should be recast and > rerecorded for only the amount of the personal commitment. > > 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, Jun 19, 2019 at 11:02 AM Jolynn Hall <jhall144@uncc.edu> wrote: > >> Good morning, >> >> We have a donor that signed a gift agreement for $25,000. With his annual >> gift, he will apply for a match through his company. Is it inappropriate to >> reduce the pledge amount by the match amount? >> >> Thank you, >> Jolynn >> >> Jolynn Hall | Director of Special Projects and Gift Processing | >> University Advancement Operations >> >> UNC Charlotte | Foundation Building 106 >> >> 9201 University City Blvd | Charlotte, NC 28223 >> >> Phone: 704-687- <704-687-5768>6159 | Fax: 704-687-7259 >> >> j <bmhutchi@uncc.edu>hall144@uncc.edu | www.uncc.edu >> >

Then you can "book" the entire pledge since the donor is assuming personal responsibility. But if a third-party payment comes in you cannot apply it as a payment on the pledge since they (probably) did not say that's what it was for. Then you need to manually reduce the pledge (as you would with a DAF). 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, Jun 19, 2019 at 11:30 AM Jolynn Hall <jhall144@uncc.edu> wrote: > Thank you John. > > How would you handle this situation with an AVC that says the donor has > documented in writing (not in the agreement) that he (the donor) is solely > responsible for the pledge even if his employment changes? I understand the > operational side of it but can see her perspective on being "donor centric." > > Thanks, > Jolynn > > > Jolynn Hall | Director of Special Projects and Gift Processing | > University Advancement Operations > > UNC Charlotte | Foundation Building 106 > > 9201 University City Blvd | Charlotte, NC 28223 > > Phone: 704-687- <704-687-5768>6159 | Fax: 704-687-7259 > > j <bmhutchi@uncc.edu>hall144@uncc.edu | www.uncc.edu > > > On Wed, Jun 19, 2019 at 11:13 AM John Taylor < > johntaylorconsulting@gmail.com> wrote: > >> If the donor is never intending to pay the amount of the pledge to be >> satisfied by matching gifts, the pledge agreement should be recast and >> rerecorded for only the amount of the personal commitment. >> >> 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, Jun 19, 2019 at 11:02 AM Jolynn Hall <jhall144@uncc.edu> wrote: >> >>> Good morning, >>> >>> We have a donor that signed a gift agreement for $25,000. With his >>> annual gift, he will apply for a match through his company. Is it >>> inappropriate to reduce the pledge amount by the match amount? >>> >>> Thank you, >>> Jolynn >>> >>> Jolynn Hall | Director of Special Projects and Gift Processing | >>> University Advancement Operations >>> >>> UNC Charlotte | Foundation Building 106 >>> >>> 9201 University City Blvd | Charlotte, NC 28223 >>> >>> Phone: 704-687- <704-687-5768>6159 | Fax: 704-687-7259 >>> >>> j <bmhutchi@uncc.edu>hall144@uncc.edu | www.uncc.edu >>> >>

John, Yes, that is what I meant to manually reduce the pledge balance but not make the match a payment on the pledge. Thank you for your continued guidance on all of these issues. Jolynn Jolynn Hall | Director of Special Projects and Gift Processing | University Advancement Operations UNC Charlotte | Foundation Building 106 9201 University City Blvd | Charlotte, NC 28223 Phone: 704-687- <704-687-5768>6159 | Fax: 704-687-7259 j <bmhutchi@uncc.edu>hall144@uncc.edu | www.uncc.edu On Wed, Jun 19, 2019 at 11:34 AM John Taylor <johntaylorconsulting@gmail.com> wrote: > Then you can "book" the entire pledge since the donor is assuming personal > responsibility. But if a third-party payment comes in you cannot apply it > as a payment on the pledge since they (probably) did not say that's what it > was for. Then you need to manually reduce the pledge (as you would with a > DAF). > > 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, Jun 19, 2019 at 11:30 AM Jolynn Hall <jhall144@uncc.edu> wrote: > >> Thank you John. >> >> How would you handle this situation with an AVC that says the donor has >> documented in writing (not in the agreement) that he (the donor) is solely >> responsible for the pledge even if his employment changes? I understand the >> operational side of it but can see her perspective on being "donor centric." >> >> Thanks, >> Jolynn >> >> >> Jolynn Hall | Director of Special Projects and Gift Processing | >> University Advancement Operations >> >> UNC Charlotte | Foundation Building 106 >> >> 9201 University City Blvd | Charlotte, NC 28223 >> >> Phone: 704-687- <704-687-5768>6159 | Fax: 704-687-7259 >> >> j <bmhutchi@uncc.edu>hall144@uncc.edu | www.uncc.edu >> >> >> On Wed, Jun 19, 2019 at 11:13 AM John Taylor < >> johntaylorconsulting@gmail.com> wrote: >> >>> If the donor is never intending to pay the amount of the pledge to be >>> satisfied by matching gifts, the pledge agreement should be recast and >>> rerecorded for only the amount of the personal commitment. >>> >>> 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, Jun 19, 2019 at 11:02 AM Jolynn Hall <jhall144@uncc.edu> wrote: >>> >>>> Good morning, >>>> >>>> We have a donor that signed a gift agreement for $25,000. With his >>>> annual gift, he will apply for a match through his company. Is it >>>> inappropriate to reduce the pledge amount by the match amount? >>>> >>>> Thank you, >>>> Jolynn >>>> >>>> Jolynn Hall | Director of Special Projects and Gift Processing | >>>> University Advancement Operations >>>> >>>> UNC Charlotte | Foundation Building 106 >>>> >>>> 9201 University City Blvd | Charlotte, NC 28223 >>>> >>>> Phone: 704-687- <704-687-5768>6159 | Fax: 704-687-7259 >>>> >>>> j <bmhutchi@uncc.edu>hall144@uncc.edu | www.uncc.edu >>>> >>>