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  • 1.  Fund spending oversight question

    Posted 08-15-2019 11:29 AM
    The concern I have with this notion is that such oversight should not be required. Our job is to raise and deposit the funds into accounts that have specific spending guidelines and parameters. From that point, the use of the funds is subject to accounting regulations (FASB) and oversight by the Business Office. Failure to use those funds as specified in the fund establishment paperwork can be regarded as misappropriation. In other words, doing what you are being asked to do should be the responsibility of the Business Office following the official institutional policy. Your financial auditors are required to follow these protocols. This is their job, not yours (or at least it shouldn't be yours). 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 Thu, Aug 15, 2019 at 12:05 PM Gross, Debra <GrossD@email.chop.edu> wrote: > Hi all > > > > We’ve been asked to come up with a policy regarding oversight by > Development, of contribution accounts; to ensure that the hospital > stakeholders are following donor intent and spending the money in a timely > manner. > > > > Checked the download site but didn’t really see anything there. If you’re > willing to share please send me what you have. > > > > Grateful in advance, Debbie > > > > Debra Gross > CHOP Foundation > 3401 Civic Center Blvd > Philadelphia, PA 19104 > 267-426-6488 ● f 267-426-6530 ● m 267-253-0994 > grossd@email.chop.edu ● chop.edu > > > > [image: cid:image001.jpg@01D39E5F.76F250F0] > > > > >


  • 2.  Re: Fund spending oversight question

    Posted 08-15-2019 12:37 PM
    Development overseeing the spend? That doesn't sound right, is that what's being asked? Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com Schedule a *30-minute consultation *now: https://calendly.com/sage70/30min On Thu, Aug 15, 2019 at 1:05 PM Gross, Debra <GrossD@email.chop.edu> wrote: > Hi all > > > > We’ve been asked to come up with a policy regarding oversight by > Development, of contribution accounts; to ensure that the hospital > stakeholders are following donor intent and spending the money in a timely > manner. > > > > Checked the download site but didn’t really see anything there. If you’re > willing to share please send me what you have. > > > > Grateful in advance, Debbie > > > > Debra Gross > CHOP Foundation > 3401 Civic Center Blvd > Philadelphia, PA 19104 > 267-426-6488 ● f 267-426-6530 ● m 267-253-0994 > grossd@email.chop.edu ● chop.edu > > > > [image: cid:image001.jpg@01D39E5F.76F250F0] > > > > >


  • 3.  Fund spending oversight question

    Posted 08-15-2019 04:06 PM
    Hi all We$B!G(Bve been asked to come up with a policy regarding oversight by Development, of contribution accounts; to ensure that the hospital stakeholders are following donor intent and spending the money in a timely manner. Checked the download site but didn$B!G(Bt really see anything there. If you$B!G(Bre willing to share please send me what you have. Grateful in advance, Debbie Debra Gross CHOP Foundation 3401 Civic Center Blvd Philadelphia, PA 19104 267-426-6488 $B!|(B f 267-426-6530 $B!|(B m 267-253-0994 grossd@email.chop.edu<mailto:grossd@email.chop.edu> $B!|(B chop.edu [cid:image001.jpg@01D39E5F.76F250F0]