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recording letters of intent

  • 1.  recording letters of intent

    Posted 07-01-2019 03:55 PM
    It depends on the language in the award letter. They could be booked as an outright pledge. However, if the letter has wiggle room - indicating their easy ability to revoke - then it is a conditional pledge at best and usually not something you can book on the GL or count in fundraising totals. 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 Mon, Jul 1, 2019 at 2:04 PM Kiser, Kate <kkiser@iuhealth.org> wrote: > Hi there. > > > I’m gathering information for our team on typical practice for recording > grant award letters of intent – do you record in your database as a pending > commitment, a different way, or not at all? Happy to be directed to a > resource or other body of work on this topic as well, but I appreciate any > personal insight as well. We’re a Raiser’s Edge NXT shop that utilizes the > prospect module and opportunity entry. > > > > Thanks in advance for your assistance. > > Kate > > > > Kate Kiser > > Director, Development Operations > > IU Health Foundation > > 317.962.9304 *|* kkiser@iuhealth.org <khord@iuhealth.org> > > www.iuhealthfoundation.org > > >