In my experience as a Director of Advancement Services we would also contact the donor if there was a question about fund designation. We were fortunate that there were few issues in this regard, and the donors we contacted were usually happy to clarify which fund their gift belonged to.
Thanks,
Greg
Gregory Duke
Staupell Analytics Group
Ph. (716) 946-1870
greg@staupell.com
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From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> on behalf of Robin Onsa <
ronsa@SFGOODWILL.ORG>
Sent: Thursday, July 25, 2019 8:49:47 AM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: Re: [FUNDSVCS] Designating Undesignated Gifts
At my prior institution, we would reach out to a donor if a designation wasn’t on the check or it wasn’t clear. It was rare, but we didn’t make the decision for the donor.
Robin
ROBIN L. ONSA
Development Manager, Prospect Research & Management | Goodwill San Francisco, San Mateo and Marin Counties
295 Bay Street | San Francisco, CA 94133
Phone (415) 575-2154 | Mobile (415) 606-8134
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From: Advancement Services Discussion List [mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Heidi L. Howard
Sent: Friday, June 28, 2019 1:00 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: Re: [FUNDSVCS] Designating Undesignated Gifts
So any time a donor sends in a check and doesn’t say specifically that it’s undesignated you’d contact them to confirm a designation? We’d spend all of our time doing that. If a donor doesn’t specify we’ve always put it in unrestricted. And they get a receipt stating that’s what we did with it and they can contact us if they want it changed, which hasn’t happened in my 18 years here.
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor
Sent: Friday, June 28, 2019 12:54 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: Re: [FUNDSVCS] Designating Undesignated Gifts
WARNING: This email originated from outside of SHS. DO NOT CLICK ANY LINKS OR OPEN ATTACHMENTS unless you recognize the sender and know the contents are safe.
In reading the original email, neither donor specified their gifts were "undesignated." Rather, donor intent was either unclear or unspecified. Or perhaps undecided. Unless a donor specifically sates "Undesignated," you really cannot assume that is where they wanted their funds.
An exception here is when an organization has a written policy pertaining to unspecified realized requests.
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 Fri, Jun 28, 2019 at 3:32 PM Heidi L. Howard <
HHoward@samhealth.org<mailto:
HHoward@samhealth.org>> wrote:
I guess I’m confused, if a donor doesn’t designate a specific fund wouldn’t you just put it into an unrestricted fund anyway? Why would you try to restrict it?
Heidi Howard, bCRE-Pro, bCRP
Annual Giving/Database Administrator
Samaritan Foundations
P: 541.768.5547
C: 503.580.0670
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Forrest, Aaron
Sent: Friday, June 28, 2019 12:25 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: Re: [FUNDSVCS] Designating Undesignated Gifts
WARNING: This email originated from outside of SHS. DO NOT CLICK ANY LINKS OR OPEN ATTACHMENTS unless you recognize the sender and know the contents are safe.
Only 2? Wow! Happy Friday!
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<mailto:
aaron.forrest@rochester.edu>
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From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor
Sent: Friday, June 28, 2019 12:42 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: Re: [FUNDSVCS] Designating Undesignated Gifts
In the first scenario, I think you may proceed as planned. However, whenever communicating with donors with whom I have had little or no response, I send both an email and a letter with address service requested.
In the second case, I would follow the same as above only this time addressing the letter to any family members I am aware of as well as the executor of the estate.
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 Fri, Jun 28, 2019 at 12:14 PM Robyn Smith <
rsmith@randolphcollege.edu<mailto:
rsmith@randolphcollege.edu>> wrote:
Good Afternoon All.
I was wondering if anyone on the listserv has any best practice thoughts on the following similar scenarios? We have two gifts in our undesignated fund that were put there because we are not sure what the intent of the donors is/was for the money, and we’d like to move the gifts to a permanent fund.
In the first scenario, which is from this FY, we have tried contacting the donor on multiple occasions but have received no response. This donor has given to our Annual Fund and a scholarship in the past. Our inclination is to adjust the money to the Annual Fund and send an email to the donor informing him of this, and asking him to let us know if that is not acceptable.
In the second instance, a gift was received a number of years ago from a donor through a community foundation. We were never able to get the donor to commit to a designation, and in the interim she has passed away.
Thanks so much and happy Friday!
Robyn Smith ’87
Director of Advancement Services and Prospect Management
Office of Institutional Advancement
Office: (434) 485-8048
Fax: (434) 947-8157
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