FundSvcs Community

Hi, Sally, We try to stick to the 48 hour rule for both acknowledgements and tribute letters. I'm a one person shop but would advocate for someone who is doing gift entry to also send out tribute letters, since that person will know donor intent. On Mon, Sep 2, 2019, 11:08 AM Vicky Medlock <VMEDLOCK@rollins.edu> wrote: > Quick tally: > > > > What is your frequency of notifying a family member when a gift has been > made in memory of a loved one? Do you complete these: > > - Daily/Couple times a week? > - Weekly? > - Monthly? > - Other? __________________________ > > > > Is the answer the same for a gift made in honor of another? > > > > Which department processes these IMO/IHO notification letters? > > > > > > Thanks much – Happy Labor Day! > > > > Vicky > > > > Vicky Medlock > > Senior Director of Advancement Services | Rollins College > > vmedlock@rollins.edu | (O) 407-691-1242 | (C) 540-539-1930 > > > > *Confidentiality Notice: This e-mail message, including any attachments, > is for the sole use of the intended recipient(s) and may > contain confidential and privileged information. Any unauthorized review, > use, disclosure or distribution is prohibited. If you are not the intended > recipient, please contact the sender by reply e-mail and destroy all copies > of the original message. Thank you.* > > > > > > >

BUT YOU ARE VICKY, and not Sally, which rhymes with tally, hence my crossed wires. Sorry, Vicky! On Mon, Sep 2, 2019, 11:22 AM Angi Parks <aparks@theoaksacademy.org> wrote: > Hi, Sally, > We try to stick to the 48 hour rule for both acknowledgements and tribute > letters. I'm a one person shop but would advocate for someone who is doing > gift entry to also send out tribute letters, since that person will know > donor intent. > > On Mon, Sep 2, 2019, 11:08 AM Vicky Medlock <VMEDLOCK@rollins.edu> wrote: > >> Quick tally: >> >> >> >> What is your frequency of notifying a family member when a gift has been >> made in memory of a loved one? Do you complete these: >> >> - Daily/Couple times a week? >> - Weekly? >> - Monthly? >> - Other? __________________________ >> >> >> >> Is the answer the same for a gift made in honor of another? >> >> >> >> Which department processes these IMO/IHO notification letters? >> >> >> >> >> >> Thanks much – Happy Labor Day! >> >> >> >> Vicky >> >> >> >> Vicky Medlock >> >> Senior Director of Advancement Services | Rollins College >> >> vmedlock@rollins.edu | (O) 407-691-1242 | (C) 540-539-1930 >> >> >> >> *Confidentiality Notice: This e-mail message, including any attachments, >> is for the sole use of the intended recipient(s) and may >> contain confidential and privileged information. Any unauthorized review, >> use, disclosure or distribution is prohibited. If you are not the intended >> recipient, please contact the sender by reply e-mail and destroy all copies >> of the original message. Thank you.* >> >> >> >> >> >> >> >

Twice a month. However, I work at a Hospice where 2/3 of all our gifts are in memory of someone (about 9-10k a year). We do send a letter 1 - 2 times a week to family members of recent decedents explaining our standard procedure and allow for them to contact us whenever it is needed by them. A member of the development team processes notifications. John Zajc Hospice of the Western Reserve Cleveland OH https://www.linkedin.com/in/johnzajc/ On Mon, Sep 2, 2019 at 12:34 PM heidi.findlay@yahoo.com < 000000061f5d0bbc-dmarc-request@listserv.fundsvcs.org> wrote: > Weekly, for all types. Advancement Gifts processed the notifications > unless another department made a special request to do so. > > Heidi Findlay > Orlando, Florida > > On Monday, September 2, 2019, 11:08:31 AM EDT, Vicky Medlock < > VMEDLOCK@ROLLINS.EDU> wrote: > > > Quick tally: > > > > What is your frequency of notifying a family member when a gift has been > made in memory of a loved one? Do you complete these: > > - Daily/Couple times a week? > - Weekly? > - Monthly? > - Other? __________________________ > > > > Is the answer the same for a gift made in honor of another? > > > > Which department processes these IMO/IHO notification letters? > > > > > > Thanks much – Happy Labor Day! > > > > Vicky > > > > Vicky Medlock > > Senior Director of Advancement Services | Rollins College > > vmedlock@rollins.edu | (O) 407-691-1242 | (C) 540-539-1930 > > > > *Confidentiality Notice: This e-mail message, including any attachments, > is for the sole use of the intended recipient(s) and may > contain confidential and privileged information. Any unauthorized review, > use, disclosure or distribution is prohibited. If you are not the intended > recipient, please contact the sender by reply e-mail and destroy all copies > of the original message. Thank you.* > > > > > > > -- John Zajc

All of the above :-). I find that the answer varies tremendously based on: - Higher Education versus nonprofit organizations (especially if they are a medical facility) - Size of staff - Volume of transactions But the "John Taylor School of Thought" suggests the following: - *Immediate* (next day) confirmation to the donor - *Immediate* (next day) letter to the family or honoree if you believe this to be a single instance - No less than weekly after the first letter if more similar gifts come in - but only after advising the family/honoree that is your plan - Monthly *only* when the family or honoree informs you that many more donations are expected and their intent is to fund an endowment or other named fund Often these notifications come from the Development Communications (Donor Relations) office. However, there must be strong coordination with the rest of Advancement Services to ensure proper coding of gifts as they come in - especially when we anticipate generating reports over a period of time. John John H. Taylor Principal John H. Taylor Consulting, LLC 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Mon, Sep 2, 2019 at 11:08 AM Vicky Medlock <VMEDLOCK@rollins.edu> wrote: > Quick tally: > > > > What is your frequency of notifying a family member when a gift has been > made in memory of a loved one? Do you complete these: > > - Daily/Couple times a week? > - Weekly? > - Monthly? > - Other? __________________________ > > > > Is the answer the same for a gift made in honor of another? > > > > Which department processes these IMO/IHO notification letters? > > > > > > Thanks much – Happy Labor Day! > > > > Vicky > > > > Vicky Medlock > > Senior Director of Advancement Services | Rollins College > > vmedlock@rollins.edu | (O) 407-691-1242 | (C) 540-539-1930 > > > > *Confidentiality Notice: This e-mail message, including any attachments, > is for the sole use of the intended recipient(s) and may > contain confidential and privileged information. Any unauthorized review, > use, disclosure or distribution is prohibited. If you are not the intended > recipient, please contact the sender by reply e-mail and destroy all copies > of the original message. Thank you.* > > > > > > >

Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much - Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you.

Weekly, for all types.  Advancement Gifts processed the notifications unless another department made a special request to do so. Heidi FindlayOrlando, Florida On Monday, September 2, 2019, 11:08:31 AM EDT, Vicky Medlock <VMEDLOCK@ROLLINS.EDU> wrote: Quick tally:    What is your frequency of notifying a family member when a gift has been made in memory of a loved one?  Do you complete these: - Daily/Couple times a week? - Weekly? - Monthly? - Other? __________________________   Is the answer the same for a gift made in honor of another?   Which department processes these IMO/IHO notification letters?     Thanks much – Happy Labor Day!   Vicky   Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu | (O) 407-691-1242 | (C) 540-539-1930   Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you.      

Weekly Yes Donor Relations From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Vicky Medlock Sent: Monday, September 2, 2019 11:08 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [External] [FUNDSVCS] Quick tally on IMO-IHO letters Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much - Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you. ** This email originated from an EXTERNAL sender to CHOP. Proceed with caution when replying, opening attachments, or clicking links. Do not disclose your CHOP credentials, employee information, or protected health information to a potential hacker**.

Monthly. As part of a hospital, we do get a good number of these gifts. We try not to inundate people with these notices, especially since it usually takes time for people to find out about the family's wishes. We try to run a schedule around the 3rd week of the month so we can list multiple gifts at a time. Honor gifts work the same way, as we have a special program and process for gifts made for caregivers and medical staff. Dariel Dixon | Business Analyst Rex Healthcare Foundation 2500 Blue Ridge Road, Suite 325 Raleigh, NC 27607 Dariel.Dixon@unchealth.unc.edu<mailto:Dariel.Dixon@unchealth.unc.edu> | (919) 784-7689 From: Vicky Medlock <VMEDLOCK@ROLLINS.EDU> Sent: Monday, September 2, 2019 11:08 AM Subject: Quick tally on IMO-IHO letters Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much - Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you. ----- Confidentiality Notice ----- The information contained in (or attached to) this electronic message may be legally privileged and/or confidential information. If you have received this communication in error, please notify the sender immediately and delete the message.

At NEC we process these as gifts are received, Daily/Couple of times per week. Geri Geri Colangelo Sr. Data Manager, Development Office New England Conservatory 290 Huntington Avenue Boston, MA 02115 617-585-1166 www.necmusic.edu<http://www.necmusic.edu/> From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of heidi.findlay@yahoo.com Sent: Monday, September 02, 2019 12:35 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Quick tally on IMO-IHO letters Weekly, for all types. Advancement Gifts processed the notifications unless another department made a special request to do so. Heidi Findlay Orlando, Florida On Monday, September 2, 2019, 11:08:31 AM EDT, Vicky Medlock <VMEDLOCK@ROLLINS.EDU<mailto:VMEDLOCK@ROLLINS.EDU>> wrote: Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much – Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you.

We send a card per occurrence daily until we notice a pattern of multiple coming in, which triggers a weekly letter. These cards and letters are handled by a staff member on the Gift & Biographical Records team. Brian Hagan, CPA | Senior Director of Gift and Biographical Records Advancement Services UAB | The University of Alabama at Birmingham AB 1230 | 1720 2nd Ave S | Birmingham, AL 35294-0112 P: 205.975.0569 | hagan@uab.edu<mailto:hagan@uab.edu> uab.edu<http://uab.edu/> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Vicky Medlock Sent: Monday, September 02, 2019 10:08 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Quick tally on IMO-IHO letters Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much - Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you.

weekly Gifts & Records Department

Weekly Yes, same for honor or memorials Team who handles acknowledgements and gift receipts. Marla Berg Director of Fundraising Operations Autism Speaks 646 385-8514 ________________________________ From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> on behalf of FUNDSVCS automatic digest system <LISTSERV@LISTSERV.FUNDSVCS.ORG> Sent: Tuesday, September 3, 2019 3:57 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [EXTERNAL] FUNDSVCS Digest - 2 Sep 2019 to 3 Sep 2019 - Special issue (#2019-250) There are 21 messages totaling 10035 lines in this issue. Topics in this special issue: 1. Quick tally on IMO-IHO letters (4) 2. [External]: Re: [FUNDSVCS] Quick tally on IMO-IHO letters (2) 3. Sale of Equipment (6) 4. Open Data Wealth Dashboard (3) 5. Salesforce Workflows 6. Free Webinars: Donor Segmentation & Evaluating Impact 7. Donor Advised fund where there isn't a named fund (4) ---------------------------------------------------------------------- Date: Tue, 3 Sep 2019 11:46:45 +0000 From: "Gross, Debra" <GrossD@EMAIL.CHOP.EDU> Subject: Re: Quick tally on IMO-IHO letters Weekly Yes Donor Relations From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Vicky Medlock Sent: Monday, September 2, 2019 11:08 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [External] [FUNDSVCS] Quick tally on IMO-IHO letters Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much - Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you. ** This email originated from an EXTERNAL sender to CHOP. Proceed with caution when replying, opening attachments, or clicking links. Do not disclose your CHOP credentials, employee information, or protected health information to a potential hacker**. ------------------------------ Date: Tue, 3 Sep 2019 11:48:18 +0000 From: "Adams, Christine" <cadams@HARTFORD.EDU> Subject: Re: [External]: Re: [FUNDSVCS] Quick tally on IMO-IHO letters Weekly Yes Advancement Services (same person who generates receipts) Christine E. Adams bCRE-Pro Senior Director of Advancement Services University of Hartford Office of Institutional Advancement 200 Bloomfield Avenue West Hartford, CT 06117 P 860.768.2407 C 860.461.6374 F 860.768.2454 E cadams@hartford.edu<mailto:cadams@hartford.edu> [BlackbaudCertified_RE_Professional] [University of Hartford]<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.hartford.edu%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=fFLCRraT6Ghnmd5WGHIW2VpvibdaKrBnkT9nZixMh2A%3D&reserved=0> This message is intended only for the use of the addressee and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please advise the sender by reply e-mail of the error and then delete this e-mail immediately. Thank you. From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Gross, Debra Sent: September 03, 2019 7:47 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [External]: Re: [FUNDSVCS] Quick tally on IMO-IHO letters **External Email** Weekly Yes Donor Relations From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Vicky Medlock Sent: Monday, September 2, 2019 11:08 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [External] [FUNDSVCS] Quick tally on IMO-IHO letters Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much - Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you. ** This email originated from an EXTERNAL sender to CHOP. Proceed with caution when replying, opening attachments, or clicking links. Do not disclose your CHOP credentials, employee information, or protected health information to a potential hacker**. ------------------------------ Date: Tue, 3 Sep 2019 12:01:02 +0000 From: Katlyn Porter <kporter2@ZANESTATE.EDU> Subject: Sale of Equipment Good morning! We have equipment on campus that is no longer in use that the College is looking to sell. The Foundation purchased this equipment originally and the College would like the money from the sale of the equipment to go back to the Foundation. They would like the buyer to write a check directly to the Foundation. Do I treat this like any other quid pro quo situation for receipting purposes? Thank you, Katlyn Porter Assistant Director of Advancement Services Zane State College Foundation<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.zanestate.edu%2Fabout%2Ffoundation%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=%2FympdXoFH8b6P9JOKKm5znro%2Bw9pA%2FGmAUmwSLf%2Bh18%3D&reserved=0> 740.588.1374 [cid:image001.jpg@01D5622D.BB9DA9A0] ------------------------------ Date: Tue, 3 Sep 2019 12:20:45 +0000 From: David Ritchie <David.Ritchie@JEFFERSON.EDU> Subject: Re: [External]: Re: [FUNDSVCS] Quick tally on IMO-IHO letters Weekly Yes Stewardship Cheers, David David B. Ritchie Senior Director Business Intelligence, Analytics and Data Services Office of Institutional Advancement Thomas Jefferson University and Jefferson Health 130 S. 9th Street, 17th Floor | Philadelphia, PA 19107 Office: (215) 955-6929 Mobile: (215) 531-3743 David.Ritchie@jefferson.edu<mailto:David.Ritchie@jefferson.edu> Help us Reimagine Jefferson: Make a gift today<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgiving.jefferson.edu%2Fgiving%2Fonline-giving%2Fgiving.html&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=DHJ3znCVTK%2B%2FLW9x%2BklUQXi6KRsRMHepi8H5M2u7NAI%3D&reserved=0> Support Jefferson on AmazonSmile<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsmile.amazon.com%2Fch%2F23-1352651&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=TBn8hCfGeIBddYJfFr40jgx8rLTNrGvnzTk7VL%2B%2BzzA%3D&reserved=0> [cid:image001.png@01D56230.7A7B9790] The information contained in this transmission contains privileged and confidential information. It is intended only for the use of the person named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. CAUTION: Intended recipients should NOT use email communication for emergent or urgent health care matters. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Adams, Christine Sent: Tuesday, September 3, 2019 7:48 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] [External]: Re: [FUNDSVCS] Quick tally on IMO-IHO letters WARNING: External Email - This email originated outside of Jefferson. DO NOT CLICK links or attachments unless you recognize the sender and are expecting the email. Weekly Yes Advancement Services (same person who generates receipts) Christine E. Adams bCRE-Pro Senior Director of Advancement Services University of Hartford Office of Institutional Advancement 200 Bloomfield Avenue West Hartford, CT 06117 P 860.768.2407 C 860.461.6374 F 860.768.2454 E cadams@hartford.edu<mailto:cadams@hartford.edu> [BlackbaudCertified_RE_Professional] [University of Hartford]<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.hartford.edu%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=fFLCRraT6Ghnmd5WGHIW2VpvibdaKrBnkT9nZixMh2A%3D&reserved=0> This message is intended only for the use of the addressee and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please advise the sender by reply e-mail of the error and then delete this e-mail immediately. Thank you. From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Gross, Debra Sent: September 03, 2019 7:47 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [External]: Re: [FUNDSVCS] Quick tally on IMO-IHO letters **External Email** Weekly Yes Donor Relations From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Vicky Medlock Sent: Monday, September 2, 2019 11:08 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [External] [FUNDSVCS] Quick tally on IMO-IHO letters Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much – Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you. ** This email originated from an EXTERNAL sender to CHOP. Proceed with caution when replying, opening attachments, or clicking links. Do not disclose your CHOP credentials, employee information, or protected health information to a potential hacker**. ------------------------------ Date: Tue, 3 Sep 2019 12:57:53 +0000 From: Marianne Pelletier <marianne@STAUPELL.COM> Subject: Re: Sale of Equipment Yes. In exchange for the "gift", the "donor" received equipment. I used to advocate having a "non-gift" fund account or campaign to differentiate stuff like this. --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com<mailto:marianne@staupell.com> https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.staupell.com&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=GGNfgRKJLNHzTV159jyrB7UUnjbGdXzl43iYyhQWc4s%3D&reserved=0 From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Katlyn Porter Sent: Tuesday, September 03, 2019 8:01 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Sale of Equipment Good morning! We have equipment on campus that is no longer in use that the College is looking to sell. The Foundation purchased this equipment originally and the College would like the money from the sale of the equipment to go back to the Foundation. They would like the buyer to write a check directly to the Foundation. Do I treat this like any other quid pro quo situation for receipting purposes? Thank you, Katlyn Porter Assistant Director of Advancement Services Zane State College Foundation<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.zanestate.edu%2Fabout%2Ffoundation%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=%2FympdXoFH8b6P9JOKKm5znro%2Bw9pA%2FGmAUmwSLf%2Bh18%3D&reserved=0=> 740.588.1374 [cid:image001.jpg@01D56235.AC1A2140] ------------------------------ Date: Tue, 3 Sep 2019 09:03:47 -0400 From: John Taylor <johntaylorconsulting@GMAIL.COM> Subject: Re: Sale of Equipment This is a sale and a purchase. There is no gift unless you sell the equipment at a public charity auction and someone pays more than the FMV. John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On Sep 3, 2019, at 8:01 AM, Katlyn Porter <kporter2@zanestate.edu> wrote: > > Good morning! > > We have equipment on campus that is no longer in use that the College is looking to sell. The Foundation purchased this equipment originally and the College would like the money from the sale of the equipment to go back to the Foundation. They would like the buyer to write a check directly to the Foundation. Do I treat this like any other quid pro quo situation for receipting purposes? > > Thank you, > > Katlyn Porter > Assistant Director of Advancement Services > Zane State College Foundation > 740.588.1374 > <image001.jpg> > ------------------------------ Date: Tue, 3 Sep 2019 09:04:41 -0400 From: Steve Grimes <grimessjr@GMAIL.COM> Subject: Open Data Wealth Dashboard **Cross posting here from PRSPCT-L because I know some of you don't have an account there.** Hey all! A few months ago, I posted a thread <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.aprahome.org%2Fp%2Ffo%2Fst%2Ftopic%3D499%26post%3D27333%23p27333&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=z4aCZiU6fYxvLM%2Bs6LCkNGRxURnXcm5AlrZ6EoEiGJU%3D&reserved=0> sharing a dataset that I collected containing various open data sources that we tend to use to identify wealth (ex. political giving, property valuations, SEC Insiders, etc.). While useful, I know that trudging through Excel worksheets isn’t the most preferable for everyone, so I created a dashboard to search and export that information, located here <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsgrimes.shinyapps.io%2FWealthDashboard%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=kikmTIXcK2CkOR1wftf92A1iR9Z0%2FOm7pOczkBn1ST8%3D&reserved=0>. The dashboard includes the ability to: - Dynamically search through the entire Open Data Wealth Datasets I’ve collected so far - Export whatever records you need (up to 1,000 at a time) - Filter by whatever fields you’re interested in - Share easily with colleagues Also, the data set now includes individuals who have registered an aircraft with the FAA, and my next order of business with this is to update the data before the end of the year. By this time next year, I hope to have included a larger collection of state political giving, importing patent information, and public board memberships. If you still want the raw data, you can find it here <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdrive.google.com%2Ffile%2Fd%2F1ZoovQZ9wKbIRW4-gODhBRxpGf3aALh8c%2Fview%3Fusp%3Dsharing&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=qsTge1B3RMac%2BOmrZnZmZYAU%2F93eIAKx%2FtA320oFosU%3D&reserved=0>. Please let me know if you have any questions! ps If anyone wants the code from R, I’m happy to share it (I haven’t gotten around to making a Github yet). *Steve Grimes* * Director, Development Analytics and Strategy Jazz at Lincoln Center Venue / Frederick P. Rose Hall / Time Warner Center, 5th Floor Offices / 3 Columbus Circle, 12th Floor, New York, NY 10019 sgrimes@jazz.org <sgrimes@jazz.org> / jazz.org <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fjazz.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=lg0It%2BQvWxasiCuzK39Bw0cql3paoy7OEHqfOEbiwms%3D&reserved=0>* -- Steve Grimes 718.795.8026 ------------------------------ Date: Tue, 3 Sep 2019 13:09:44 +0000 From: "Dixon, Dariel" <Dariel.Dixon@UNCHEALTH.UNC.EDU> Subject: Re: Quick tally on IMO-IHO letters Monthly. As part of a hospital, we do get a good number of these gifts. We try not to inundate people with these notices, especially since it usually takes time for people to find out about the family's wishes. We try to run a schedule around the 3rd week of the month so we can list multiple gifts at a time. Honor gifts work the same way, as we have a special program and process for gifts made for caregivers and medical staff. Dariel Dixon | Business Analyst Rex Healthcare Foundation 2500 Blue Ridge Road, Suite 325 Raleigh, NC 27607 Dariel.Dixon@unchealth.unc.edu<mailto:Dariel.Dixon@unchealth.unc.edu> | (919) 784-7689 From: Vicky Medlock <VMEDLOCK@ROLLINS.EDU> Sent: Monday, September 2, 2019 11:08 AM Subject: Quick tally on IMO-IHO letters Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much - Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you. ----- Confidentiality Notice ----- The information contained in (or attached to) this electronic message may be legally privileged and/or confidential information. If you have received this communication in error, please notify the sender immediately and delete the message. ------------------------------ Date: Tue, 3 Sep 2019 14:07:15 +0000 From: Geri Colangelo <Geri.Colangelo@NECMUSIC.EDU> Subject: Re: Quick tally on IMO-IHO letters At NEC we process these as gifts are received, Daily/Couple of times per week. Geri Geri Colangelo Sr. Data Manager, Development Office New England Conservatory 290 Huntington Avenue Boston, MA 02115 617-585-1166 https://nam02.safelinks.protection.outlook.com/?url=www.necmusic.edu&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=jvDSqLbjATDTp3K2is98ppbV%2B5YOxbQ6Z48Nd8o9BDs%3D&reserved=0<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.necmusic.edu%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=brruQRp%2FH9MP1QurBBiMbJ5Tw8Kox6yex35s2io2tY0%3D&reserved=0> From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of heidi.findlay@yahoo.com Sent: Monday, September 02, 2019 12:35 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Quick tally on IMO-IHO letters Weekly, for all types. Advancement Gifts processed the notifications unless another department made a special request to do so. Heidi Findlay Orlando, Florida On Monday, September 2, 2019, 11:08:31 AM EDT, Vicky Medlock <VMEDLOCK@ROLLINS.EDU<mailto:VMEDLOCK@ROLLINS.EDU>> wrote: Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much – Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you. ------------------------------ Date: Tue, 3 Sep 2019 07:57:19 -0700 From: Medha Nanal <medhananal@TOPCLOUDCONSULT.COM> Subject: Re: Salesforce Workflows Hi Christine, As a full disclosure, I am a consultant and advise non profits regarding their CRM related needs and goals, and have worked with organizations to set up organizational processes using Salesforce. To provide a brief outline of Salesforce's moves management: if you have a Nonprofit Success Pack, then you have Levels and Engagement Plans. These are the primary building blocks of moves management related workflows. You can set up automation on Levels so as to segment your database according to certain criterion such as total giving or capacity rating etc. and link it with Engagement Plan that allow automating a strategy to take the constituent through planned moves. You can add to it integrations, custom created workflows and integrate other business processes to create a sophisticated system for moves management. Hope this provides you with some starting pointers regarding this. If you have any further questions, then you can post your specific scenarios so that the community might be able to understand your needs better. *Medha Nanal* *Strategic Data & CRM Consulting for Nonprofit & Education Organizations* (Fundraising/Advancement, Programs, Operations, Communications) 650-600-9374 https://nam02.safelinks.protection.outlook.com/?url=www.topcloudconsult.com&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251525510&sdata=tz9gxjfITDMSjhTFhb5VLNBtnby853jJvelU98cQdcA%3D&reserved=0 ------------------------------------------------------------------------------------------- On Mon, Sep 2, 2019 at 1:14 AM Christine Benally Peranteau < christine.benally@gmail.com> wrote: > Hello!, > > Anyone out there using Salesforce to manage workflows on a moves > management system? E.g., setting up common tasks that follow on the > identification of a constituent as a major gifts prospect? > > Would love to pick your brain on how to set these up. We are an > International organization based in Vienna (seforall.org) that just > migrated from Podio to Salesforce with no one on the team having a > background in salesforce implementation (I have a background as a DBA in RE > and working with Advance but no prior experience with salesforce). > > Any help would be greatly appreciated. > > Best, > > Christine Benally Peranteau > Vienna (Wien) Austria > > Fundraising and Strategic Planning Consultant > https://nam02.safelinks.protection.outlook.com/?url=www.linkedin.com%2Fin%2Fchristine-benally-peranteau&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=i6bkndvpJGqAwGYW1bECDMKIEr1W2gVxi9AANZ%2BMIdg%3D&reserved=0 > <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.linkedin.com%2Fin%2Fchristine-benally-peranteau&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=YoV929vbAkpWoQev44X20ubQqBFFREedRcn1CU7yFgA%3D&reserved=0> > > > ------------------------------ Date: Tue, 3 Sep 2019 15:07:43 +0000 From: "Hagan, Brian J" <hagan@UAB.EDU> Subject: Re: Quick tally on IMO-IHO letters We send a card per occurrence daily until we notice a pattern of multiple coming in, which triggers a weekly letter. These cards and letters are handled by a staff member on the Gift & Biographical Records team. Brian Hagan, CPA | Senior Director of Gift and Biographical Records Advancement Services UAB | The University of Alabama at Birmingham AB 1230 | 1720 2nd Ave S | Birmingham, AL 35294-0112 P: 205.975.0569 | hagan@uab.edu<mailto:hagan@uab.edu> uab.edu<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fuab.edu%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=LR%2BLHUxQuVWt4q7JSg1YTcaKIf9FnRqopP%2BPZo0TlGE%3D&reserved=0> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Vicky Medlock Sent: Monday, September 02, 2019 10:08 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Quick tally on IMO-IHO letters Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much - Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you. ------------------------------ Date: Tue, 3 Sep 2019 09:20:29 -0600 From: John Taylor <johntaylorconsulting@GMAIL.COM> Subject: Re: Open Data Wealth Dashboard Incredibly useful, Steve. Thank you for sharing! John John H. Taylor Principal John H. Taylor Consulting, LLC 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Sep 3, 2019 at 7:04 AM Steve Grimes <grimessjr@gmail.com> wrote: > **Cross posting here from PRSPCT-L because I know some of you don't have > an account there.** > > > Hey all! > > > > A few months ago, I posted a thread > <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.aprahome.org%2Fp%2Ffo%2Fst%2Ftopic%3D499%26post%3D27333%23p27333&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=dT3lhNwHAoroTXcmjsB57IRbh1w5Z1%2BI3C%2BUYLCI39o%3D&reserved=0> sharing a > dataset that I collected containing various open data sources that we tend > to use to identify wealth (ex. political giving, property valuations, SEC > Insiders, etc.). While useful, I know that trudging through Excel > worksheets isn’t the most preferable for everyone, so I created a dashboard > to search and export that information, located here > <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsgrimes.shinyapps.io%2FWealthDashboard%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=WVUfVelV2HZt6bVOWnaLdDJAnioql4DgN%2BwuHdt%2BTz4%3D&reserved=0>. > > > > The dashboard includes the ability to: > > - Dynamically search through the entire Open Data Wealth > Datasets I’ve collected so far > > - Export whatever records you need (up to 1,000 at a time) > > - Filter by whatever fields you’re interested in > > - Share easily with colleagues > > > > Also, the data set now includes individuals who have registered an > aircraft with the FAA, and my next order of business with this is to update > the data before the end of the year. By this time next year, I hope to have > included a larger collection of state political giving, importing patent > information, and public board memberships. If you still want the raw data, > you can find it here > <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdrive.google.com%2Ffile%2Fd%2F1ZoovQZ9wKbIRW4-gODhBRxpGf3aALh8c%2Fview%3Fusp%3Dsharing&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=Bmc6EHZbbaiRskoqAZSNiH6VnYiZQRxtfrRxXi%2BjljU%3D&reserved=0>. > Please let me know if you have any questions! > > > > ps If anyone wants the code from R, I’m happy to share it (I haven’t > gotten around to making a Github yet). > > > > *Steve Grimes* > > > > > * Director, Development Analytics and Strategy Jazz at Lincoln Center > Venue / Frederick P. Rose Hall / Time Warner Center, 5th Floor Offices / 3 > Columbus Circle, 12th Floor, New York, NY 10019 sgrimes@jazz.org > <sgrimes@jazz.org> / jazz.org <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fjazz.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=4Dwv%2BygF6a0o1JLv8Qo64kw%2BO46NLBQgCCMWHWNQkSw%3D&reserved=0>* > > > -- > Steve Grimes > 718.795.8026 > > ------------------------------ Date: Tue, 3 Sep 2019 11:25:22 -0400 From: Isaac Shalev <isaac@SAGE70.COM> Subject: Re: Open Data Wealth Dashboard Thank you, Steve, this is a great tool! Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com Schedule a *30-minute consultation *now: https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcalendly.com%2Fsage70%2F30min&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=6h%2F4TliSQauVxY%2F1%2BdWgmDsGCYICSttdRQglp8T4JmA%3D&reserved=0 On Tue, Sep 3, 2019 at 9:04 AM Steve Grimes <grimessjr@gmail.com> wrote: > **Cross posting here from PRSPCT-L because I know some of you don't have > an account there.** > > > Hey all! > > > > A few months ago, I posted a thread > <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.aprahome.org%2Fp%2Ffo%2Fst%2Ftopic%3D499%26post%3D27333%23p27333&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=dT3lhNwHAoroTXcmjsB57IRbh1w5Z1%2BI3C%2BUYLCI39o%3D&reserved=0> sharing a > dataset that I collected containing various open data sources that we tend > to use to identify wealth (ex. political giving, property valuations, SEC > Insiders, etc.). While useful, I know that trudging through Excel > worksheets isn’t the most preferable for everyone, so I created a dashboard > to search and export that information, located here > <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsgrimes.shinyapps.io%2FWealthDashboard%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=WVUfVelV2HZt6bVOWnaLdDJAnioql4DgN%2BwuHdt%2BTz4%3D&reserved=0>. > > > > The dashboard includes the ability to: > > - Dynamically search through the entire Open Data Wealth > Datasets I’ve collected so far > > - Export whatever records you need (up to 1,000 at a time) > > - Filter by whatever fields you’re interested in > > - Share easily with colleagues > > > > Also, the data set now includes individuals who have registered an > aircraft with the FAA, and my next order of business with this is to update > the data before the end of the year. By this time next year, I hope to have > included a larger collection of state political giving, importing patent > information, and public board memberships. If you still want the raw data, > you can find it here > <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdrive.google.com%2Ffile%2Fd%2F1ZoovQZ9wKbIRW4-gODhBRxpGf3aALh8c%2Fview%3Fusp%3Dsharing&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=Bmc6EHZbbaiRskoqAZSNiH6VnYiZQRxtfrRxXi%2BjljU%3D&reserved=0>. > Please let me know if you have any questions! > > > > ps If anyone wants the code from R, I’m happy to share it (I haven’t > gotten around to making a Github yet). > > > > *Steve Grimes* > > > > > * Director, Development Analytics and Strategy Jazz at Lincoln Center > Venue / Frederick P. Rose Hall / Time Warner Center, 5th Floor Offices / 3 > Columbus Circle, 12th Floor, New York, NY 10019 sgrimes@jazz.org > <sgrimes@jazz.org> / jazz.org <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fjazz.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=4Dwv%2BygF6a0o1JLv8Qo64kw%2BO46NLBQgCCMWHWNQkSw%3D&reserved=0>* > > > -- > Steve Grimes > 718.795.8026 > > ------------------------------ Date: Tue, 3 Sep 2019 10:00:11 -0600 From: Leah <leah@NONPROFITLEARNINGLAB.ORG> Subject: Free Webinars: Donor Segmentation & Evaluating Impact The Nonprofit Learning Lab <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.nonprofitlearninglab.org%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=AX516vNgtMlDqI%2FcgLtCpjzeLC5IVz3su%2Fzg%2BppLaZM%3D&reserved=0> has several free nonprofit webinars coming up. Links, dates and topics below. *Workshop Topic*: Evaluating Your Impact: How do You Meet Donor Expectations? *Date and Time*: September 5 @ 1:00 pm ET - 1:50 pm ET Click here <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fattendee.gotowebinar.com%2Fregister%2F3393367059728857601&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=DkXI39%2BRnWLgvC8EKi4tSY%2FoK8ujhk2FHXQCzWYxbqs%3D&reserved=0> to register *Workshop Topic*: Donor Segmentation: Tailoring Your Communication to Meet Donor Preferences *Date and Time*: September 5 @ 2:45 pm ET - 3:35 pm ET Click here <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fattendee.gotowebinar.com%2Fregister%2F589075848020798476&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=ballS46XTEsuZwZiXHIUOwqAsK%2FP5u5gr%2FJvQGbm1K8%3D&reserved=0> to register The Nonprofit Learning Lab <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.nonprofitlearninglab.org%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=AX516vNgtMlDqI%2FcgLtCpjzeLC5IVz3su%2Fzg%2BppLaZM%3D&reserved=0> will also be hosting several Train the Trainer workshops this fall in different cities across the country including *Atlanta*, *Boston, Los Angeles, Oakland, Phoenix, Philadelphia and San Diego*. Dates, curriculum information and details are available at https://nam02.safelinks.protection.outlook.com/?url=www.nonprofitlearninglab.org%2Fworkshop&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=0m2TmTDk4gb3t8nwtfO4QqxeC77M5AEIMNVs5cdWum8%3D&reserved=0. -- Director of Programs Phone Number: 720.432.9107 Follow us on twitter @nonprofitll <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2Fnonprofitll&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251535505&sdata=zZtLZZSzJJHJBVIBL1PSQFiVrNUwz%2F2Im7D%2FCcfarYQ%3D&reserved=0> Please add me to your LinkedIn Network <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fleah-weiner-9a87971%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=FaQuFj%2FehWcNWNptJo%2Fd2h%2B%2FKC2Kgx4LtGycAXgt3h8%3D&reserved=0> Check out our calendar <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.nonprofitlearninglab.org%2Fcalendar&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=faDJTOZ%2FiGXna1CaIHoOfNuOOtzeNBPpHcG8%2BeoZCAA%3D&reserved=0> Sign up for our email list <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fnonprofitlearninglab.us13.list-manage.com%2Fsubscribe%3Fu%3D8bdcbe476f911d654779ad131%26id%3Dd0305d091f&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=gvxuRQmQJcdY5tgdOrB1g93oY7M4IB5YQoAZy7gJnlc%3D&reserved=0> to receive free nonprofit resources and learn about our upcoming trainings The Nonprofit Learning Lab is a 501(c)(3) nonprofit • Tax ID 81-1068690 ------------------------------ Date: Tue, 3 Sep 2019 12:19:13 -0400 From: Isaac Shalev <isaac@SAGE70.COM> Subject: Re: Sale of Equipment Can you clarify the current ownership of the equipment? If the Foundation bought it, and never transferred ownership, the sale is from the Foundation to a buyer. The college may be playing a role as a sales agent, but otherwise this is simply a sale. If the Foundation gave the College the equipment in the past, and that transaction was a complete transfer (of whatever kind), the College choosing to now sell the equipment and donate the proceeds looks like an outright gift to me. If the Foundation is NOW proposing to give the the College the equipment so that the College can sell it and donate the proceeds, if the amount donated doesn't exceed the FMV there is no gift to anyone. There's a few ways this analysis can go based on how the equipment might change hands, but in the end, this looks like a sale under most of them, not a gift. Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com Schedule a *30-minute consultation *now: https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcalendly.com%2Fsage70%2F30min&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=X677TKP2Ql6nTlq%2BETc5FuR3aiNmKBiKsYkFtACj%2Bc8%3D&reserved=0 On Tue, Sep 3, 2019 at 8:01 AM Katlyn Porter <kporter2@zanestate.edu> wrote: > Good morning! > > > > We have equipment on campus that is no longer in use that the College is > looking to sell. The Foundation purchased this equipment originally and the > College would like the money from the sale of the equipment to go back to > the Foundation. They would like the buyer to write a check directly to the > Foundation. Do I treat this like any other quid pro quo situation for > receipting purposes? > > > > Thank you, > > > > *Katlyn Porter* > > Assistant Director of Advancement Services > > Zane State College Foundation > <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.zanestate.edu%2Fabout%2Ffoundation%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=rF9j97Kz4QVfAo%2BEmyMwiQ2qYZ9I6SXpQX2ss1CMaNM%3D&reserved=0> > > 740.588.1374 > > > ------------------------------ Date: Tue, 3 Sep 2019 09:28:32 -0700 From: John Taylor <johntaylorconsulting@GMAIL.COM> Subject: Re: Sale of Equipment If the foundation and college are affiliated - meaning the foundation is a supporting organization of the college - there is no gift period. The transfer is between legally affiliated entities. You cannot make a gift to yourself. John John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On Sep 3, 2019, at 9:19 AM, Isaac Shalev <isaac@sage70.com> wrote: > > Can you clarify the current ownership of the equipment? > > If the Foundation bought it, and never transferred ownership, the sale is from the Foundation to a buyer. The college may be playing a role as a sales agent, but otherwise this is simply a sale. > > If the Foundation gave the College the equipment in the past, and that transaction was a complete transfer (of whatever kind), the College choosing to now sell the equipment and donate the proceeds looks like an outright gift to me. > > If the Foundation is NOW proposing to give the the College the equipment so that the College can sell it and donate the proceeds, if the amount donated doesn't exceed the FMV there is no gift to anyone. There's a few ways this analysis can go based on how the equipment might change hands, but in the end, this looks like a sale under most of them, not a gift. > > > Thank you, > Isaac Shalev > CRM Expert > Sage70, Inc. > (917) 859-0151 > isaac@sage70.com > > Schedule a 30-minute consultation now: > https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcalendly.com%2Fsage70%2F30min&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=X677TKP2Ql6nTlq%2BETc5FuR3aiNmKBiKsYkFtACj%2Bc8%3D&reserved=0 > > >> On Tue, Sep 3, 2019 at 8:01 AM Katlyn Porter <kporter2@zanestate.edu> wrote: >> Good morning! >> >> >> >> We have equipment on campus that is no longer in use that the College is looking to sell. The Foundation purchased this equipment originally and the College would like the money from the sale of the equipment to go back to the Foundation. They would like the buyer to write a check directly to the Foundation. Do I treat this like any other quid pro quo situation for receipting purposes? >> >> >> >> Thank you, >> >> >> >> Katlyn Porter >> >> Assistant Director of Advancement Services >> >> Zane State College Foundation >> >> 740.588.1374 >> >> <image001.jpg> >> >> ------------------------------ Date: Tue, 3 Sep 2019 16:33:03 +0000 From: Katlyn Porter <kporter2@ZANESTATE.EDU> Subject: Re: Sale of Equipment Yes, we are affiliated so it is not a gift. I just needed clarification of what I needed to put on the receipt to the buyer of the piece of equipment. This is the first time we have ever done this and I wanted to make sure we were doing it correctly. Thank you!! Katlyn Porter Assistant Director of Advancement Services Zane State College Foundation<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.zanestate.edu%2Fabout%2Ffoundation%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=rF9j97Kz4QVfAo%2BEmyMwiQ2qYZ9I6SXpQX2ss1CMaNM%3D&reserved=0> 740.588.1374 [cid:image001.jpg@01D56253.BB78EE50] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Tuesday, September 3, 2019 12:29 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: Sale of Equipment If the foundation and college are affiliated - meaning the foundation is a supporting organization of the college - there is no gift period. The transfer is between legally affiliated entities. You cannot make a gift to yourself. John John Taylor 919.816.5903 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> Big ideas; small keyboard On Sep 3, 2019, at 9:19 AM, Isaac Shalev <isaac@sage70.com<mailto:isaac@sage70.com>> wrote: Can you clarify the current ownership of the equipment? If the Foundation bought it, and never transferred ownership, the sale is from the Foundation to a buyer. The college may be playing a role as a sales agent, but otherwise this is simply a sale. If the Foundation gave the College the equipment in the past, and that transaction was a complete transfer (of whatever kind), the College choosing to now sell the equipment and donate the proceeds looks like an outright gift to me. If the Foundation is NOW proposing to give the the College the equipment so that the College can sell it and donate the proceeds, if the amount donated doesn't exceed the FMV there is no gift to anyone. There's a few ways this analysis can go based on how the equipment might change hands, but in the end, this looks like a sale under most of them, not a gift. Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com<mailto:isaac@sage70.com> Schedule a 30-minute consultation now: https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcalendly.com%2Fsage70%2F30min&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=X677TKP2Ql6nTlq%2BETc5FuR3aiNmKBiKsYkFtACj%2Bc8%3D&reserved=0 On Tue, Sep 3, 2019 at 8:01 AM Katlyn Porter <kporter2@zanestate.edu<mailto:kporter2@zanestate.edu>> wrote: Good morning! We have equipment on campus that is no longer in use that the College is looking to sell. The Foundation purchased this equipment originally and the College would like the money from the sale of the equipment to go back to the Foundation. They would like the buyer to write a check directly to the Foundation. Do I treat this like any other quid pro quo situation for receipting purposes? Thank you, Katlyn Porter Assistant Director of Advancement Services Zane State College Foundation<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.zanestate.edu%2Fabout%2Ffoundation%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=rF9j97Kz4QVfAo%2BEmyMwiQ2qYZ9I6SXpQX2ss1CMaNM%3D&reserved=0> 740.588.1374 <image001.jpg> ------------------------------ Date: Tue, 3 Sep 2019 19:47:44 +0000 From: Rose Dixon <rose.dixon@SEMPERFIFUND.ORG> Subject: Donor Advised fund where there isn't a named fund Questions for you all! If you receive a donation from The American Endowment Foundation, or Fidelity, or Schwab, and the letter DOES NOT give a DAF name, such as “Rose Dixon Family Fund” but it does give you Rose Dixon’s address to send an acknowledgment (w/o tax wording) – how do you record this gift? In cases where the letter states “Rose Dixon Family Fund” our gift processing folks create a record for “RDFF” (hard credit) and a record for Rose Dixon (soft credit). But, when we get a letter that doesn’t have a name of the “fund” they put it on the individual record for Rose Dixon. If this is the case, then ALL DAF gifts could be put on the individual record, ala the Bill Connors (and avoid creating two records, and having to soft credit) way, right?? Rose [Semper Fi Fund] https://nam02.safelinks.protection.outlook.com/?url=www.semperfifund.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=WBIc6%2Bp2EZ9bZqa3ujq%2BwhxNC7DmTNH8W3I0dJj6Ptk%3D&reserved=0<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.semperfifund.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=3nXxanqsZQO12OHj5hz81mdS3%2BVoaQTnhs1Vt%2FAvqEY%3D&reserved=0> Rose Dixon Deputy | Development Operations | Semper Fi Fund M: 617.413.9537 E: rose.dixon@semperfifund.org<mailto:rose.dixon@semperfifund.org> [facebook]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.facebook.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=0smgeyizhk%2FYJ4GCmTxFBqWr0BJ%2BcQjkF4vQyUwrE1k%3D&reserved=0> [cid:image003.png@01D5626E.ED079780]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finjured-marine-semper-fi-fund%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=l1jMiOXV4uGrjACYx5d%2F%2B972J0TV9XxkgcXTudAy9Xg%3D&reserved=0> [twitter]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.twitter.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=bmvMZ3P3gl2ukbqSotxvLx2gineb9rkHNdaxRMtuOvM%3D&reserved=0> [instagram]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.instagram.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=R4gFMQV050OryQQ3lyvBMlF%2BAUMKFoLvQNki1Z%2FYlIo%3D&reserved=0> Donate<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsemperfifund.org%2Fdonate&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=7wC2A4LIV1ATGVjaZOSwTaSUo5ECZXkUEjcukjsPViE%3D&reserved=0> ---------- This message may contain Semper Fi Fund Privileged/Proprietary information. If this email is not intended for you, or you are not responsible for delivery of this email message to the addressee, do not keep, copy, or deliver this email message to anyone. Please destroy this email in its entirety after notifying the sender by reply email. Your cooperation is appreciated. ------------------------------ Date: Tue, 3 Sep 2019 15:50:06 -0400 From: Bill Wong <wswong@SCAD.EDU> Subject: Re: Donor Advised fund where there isn't a named fund The hard credit should go to Fidelity. Soft credits are flexible.—Bill From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Rose Dixon Sent: Tuesday, September 3, 2019 3:48 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Donor Advised fund where there isn't a named fund [EXTERNAL EMAIL] WARNING: This email originated from outside of SCAD. Do not click links or open attachments unless you recognize the sender and know the content is safe. Questions for you all! If you receive a donation from The American Endowment Foundation, or Fidelity, or Schwab, and the letter DOES NOT give a DAF name, such as “Rose Dixon Family Fund” but it does give you Rose Dixon’s address to send an acknowledgment (w/o tax wording) – how do you record this gift? In cases where the letter states “Rose Dixon Family Fund” our gift processing folks create a record for “RDFF” (hard credit) and a record for Rose Dixon (soft credit). But, when we get a letter that doesn’t have a name of the “fund” they put it on the individual record for Rose Dixon. If this is the case, then ALL DAF gifts could be put on the individual record, ala the Bill Connors (and avoid creating two records, and having to soft credit) way, right?? Rose <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.semperfifund.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=3nXxanqsZQO12OHj5hz81mdS3%2BVoaQTnhs1Vt%2FAvqEY%3D&reserved=0>https://nam02.safelinks.protection.outlook.com/?url=www.semperfifund.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=WBIc6%2Bp2EZ9bZqa3ujq%2BwhxNC7DmTNH8W3I0dJj6Ptk%3D&reserved=0 Rose Dixon Deputy | Development Operations | Semper Fi Fund M: 617.413.9537 E: <mailto:rose.dixon@semperfifund.org> rose.dixon@semperfifund.org <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.facebook.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251545500&sdata=0smgeyizhk%2FYJ4GCmTxFBqWr0BJ%2BcQjkF4vQyUwrE1k%3D&reserved=0> <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finjured-marine-semper-fi-fund%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=fIpCZ0xgaM78F9bT42VWRz5pStXKzSVhtZS8fmKfusw%3D&reserved=0> <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.twitter.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=TdeRsfIKG%2BuApteHHH2%2FIjzC2%2BwpowKYDnSwZmY1dOg%3D&reserved=0> <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.instagram.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=J55owbWtaXKRZMNNCI7FTPpGzX%2BeAgLlqy0RTxeYc2A%3D&reserved=0> <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsemperfifund.org%2Fdonate&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=0mqxk9GnCNykFfnhfknXzRfmhA1%2BE2gjAaobVKhtV94%3D&reserved=0> Donate ---------- This message may contain Semper Fi Fund Privileged/Proprietary information. If this email is not intended for you, or you are not responsible for delivery of this email message to the addressee, do not keep, copy, or deliver this email message to anyone. Please destroy this email in its entirety after notifying the sender by reply email. Your cooperation is appreciated. ------------------------------ Date: Tue, 3 Sep 2019 15:52:26 -0400 From: Isaac Shalev <isaac@SAGE70.COM> Subject: Re: Donor Advised fund where there isn't a named fund They shouldn't be hard-crediting anyone except the entity on the check, the entity actually making the contribution. On Tue, Sep 3, 2019, 3:47 PM Rose Dixon < 00000038b5818fff-dmarc-request@listserv.fundsvcs.org> wrote: > Questions for you all! > > > > If you receive a donation from The American Endowment Foundation, or > Fidelity, or Schwab, and the letter DOES NOT give a DAF name, such as “Rose > Dixon Family Fund” but it does give you Rose Dixon’s address to send an > acknowledgment (w/o tax wording) – how do you record this gift? > > > > In cases where the letter states “Rose Dixon Family Fund” our gift > processing folks create a record for “RDFF” (hard credit) and a record for > Rose Dixon (soft credit). But, when we get a letter that doesn’t have a > name of the “fund” they put it on the individual record for Rose Dixon. > > > > If this is the case, then ALL DAF gifts could be put on the individual > record, ala the Bill Connors (and avoid creating two records, and having to > soft credit) way, right?? > > > > Rose > > > > > > [image: Semper Fi Fund] > > > > https://nam02.safelinks.protection.outlook.com/?url=www.semperfifund.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=O5172iHVTfeVrKcYd9cblC%2BbOpPxL8TPnHPPkDqsOCY%3D&reserved=0 > > *Rose Dixon* > > Deputy | Development Operations | Semper Fi Fund > > > > *M: *617.413.9537 > > *E: *rose.dixon@semperfifund.org > > [image: facebook] <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.facebook.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=wPdbsu3muWIsnUtQx%2Fv1ZBNK%2Bkz%2F5xg1W2LgIfQs4cs%3D&reserved=0> > > <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finjured-marine-semper-fi-fund%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=fIpCZ0xgaM78F9bT42VWRz5pStXKzSVhtZS8fmKfusw%3D&reserved=0> > > [image: twitter] <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.twitter.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=TdeRsfIKG%2BuApteHHH2%2FIjzC2%2BwpowKYDnSwZmY1dOg%3D&reserved=0> > > [image: instagram] <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.instagram.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=J55owbWtaXKRZMNNCI7FTPpGzX%2BeAgLlqy0RTxeYc2A%3D&reserved=0> > > > > Donate <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsemperfifund.org%2Fdonate&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=0mqxk9GnCNykFfnhfknXzRfmhA1%2BE2gjAaobVKhtV94%3D&reserved=0> > > > > ---------- > This message may contain Semper Fi Fund Privileged/Proprietary > information. If this email is not intended for you, or you are not > responsible for delivery of this email message to the addressee, do not > keep, copy, or deliver this email message to anyone. Please destroy this > email in its entirety after notifying the sender by reply email. Your > cooperation is appreciated. > ------------------------------ Date: Tue, 3 Sep 2019 19:56:55 +0000 From: Rose Dixon <rose.dixon@SEMPERFIFUND.ORG> Subject: Re: Donor Advised fund where there isn't a named fund In all cases of DAFs from an entity like Fidelity, they create the donor advised fund as a record, c/o Fidelity, and hard credit, rather than 50 named DAFs having hard credit on the Fidelity record. So rather than create a record for Fidelity, they create: Rose Dixon Family Fund c/o Fidelity xxxx xxxx [Semper Fi Fund] https://nam02.safelinks.protection.outlook.com/?url=www.semperfifund.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=O5172iHVTfeVrKcYd9cblC%2BbOpPxL8TPnHPPkDqsOCY%3D&reserved=0<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.semperfifund.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=kWhm%2BA2DZnam5%2Br3FXWoDIM41wmy9GpHUfD1gsPw9fM%3D&reserved=0> Rose Dixon Deputy | Development Operations | Semper Fi Fund M: 617.413.9537 E: rose.dixon@semperfifund.org<mailto:rose.dixon@semperfifund.org> [facebook]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.facebook.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=wPdbsu3muWIsnUtQx%2Fv1ZBNK%2Bkz%2F5xg1W2LgIfQs4cs%3D&reserved=0> [cid:image003.png@01D56270.35293590]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finjured-marine-semper-fi-fund%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=fIpCZ0xgaM78F9bT42VWRz5pStXKzSVhtZS8fmKfusw%3D&reserved=0> [twitter]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.twitter.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=TdeRsfIKG%2BuApteHHH2%2FIjzC2%2BwpowKYDnSwZmY1dOg%3D&reserved=0> [instagram]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.instagram.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=J55owbWtaXKRZMNNCI7FTPpGzX%2BeAgLlqy0RTxeYc2A%3D&reserved=0> Donate<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsemperfifund.org%2Fdonate&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=0mqxk9GnCNykFfnhfknXzRfmhA1%2BE2gjAaobVKhtV94%3D&reserved=0> From: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> on behalf of Isaac Shalev <isaac@SAGE70.COM> Reply-To: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Date: Tuesday, September 3, 2019 at 3:52 PM To: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Donor Advised fund where there isn't a named fund They shouldn't be hard-crediting anyone except the entity on the check, the entity actually making the contribution. On Tue, Sep 3, 2019, 3:47 PM Rose Dixon <00000038b5818fff-dmarc-request@listserv.fundsvcs.org<mailto:00000038b5818fff-dmarc-request@listserv.fundsvcs.org>> wrote: Questions for you all! If you receive a donation from The American Endowment Foundation, or Fidelity, or Schwab, and the letter DOES NOT give a DAF name, such as “Rose Dixon Family Fund” but it does give you Rose Dixon’s address to send an acknowledgment (w/o tax wording) – how do you record this gift? In cases where the letter states “Rose Dixon Family Fund” our gift processing folks create a record for “RDFF” (hard credit) and a record for Rose Dixon (soft credit). But, when we get a letter that doesn’t have a name of the “fund” they put it on the individual record for Rose Dixon. If this is the case, then ALL DAF gifts could be put on the individual record, ala the Bill Connors (and avoid creating two records, and having to soft credit) way, right?? Rose [Semper Fi Fund] https://nam02.safelinks.protection.outlook.com/?url=www.semperfifund.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=O5172iHVTfeVrKcYd9cblC%2BbOpPxL8TPnHPPkDqsOCY%3D&reserved=0<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.semperfifund.org&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251555495&sdata=kWhm%2BA2DZnam5%2Br3FXWoDIM41wmy9GpHUfD1gsPw9fM%3D&reserved=0> Rose Dixon Deputy | Development Operations | Semper Fi Fund M: 617.413.9537 E: rose.dixon@semperfifund.org<mailto:rose.dixon@semperfifund.org> [facebook]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.facebook.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251565487&sdata=wl5SUnw1HUt52r3VC6PoY92Zo9qsKLtz%2Bwcuw10e5GI%3D&reserved=0> [cid:image003.png@01D5626E.ED079780]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finjured-marine-semper-fi-fund%2F&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251565487&sdata=aTmoUs2QyMzt5SdPa8b0HFWUnyxZBMlwCEmDTP95kxs%3D&reserved=0> [twitter]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.twitter.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251565487&sdata=EEh70KEXN%2BjlhUig6%2B%2BnEcuDcVyWeD%2FA4eFJrbam4DM%3D&reserved=0> [instagram]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.instagram.com%2Fsemperfifund&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251565487&sdata=0vAUFXyHaxK%2FGUaLsTTjwMBSG36QzGqvb37LBH6NO3E%3D&reserved=0> Donate<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsemperfifund.org%2Fdonate&data=02%7C01%7Cmarla.berg%40autismspeaks.org%7C24a3a54aced442ec980808d730a8e391%7C5e19f50f01744cac878b851ca149b7cd%7C0%7C0%7C637031374251565487&sdata=eNSD40Ic6xcOHT6I1q1Pj%2F48zFjD39AG8M19WLEzCbA%3D&reserved=0> ---------- This message may contain Semper Fi Fund Privileged/Proprietary information. If this email is not intended for you, or you are not responsible for delivery of this email message to the addressee, do not keep, copy, or deliver this email message to anyone. Please destroy this email in its entirety after notifying the sender by reply email. Your cooperation is appreciated. ---------- This message may contain Semper Fi Fund Privileged/Proprietary information. If this email is not intended for you, or you are not responsible for delivery of this email message to the addressee, do not keep, copy, or deliver this email message to anyone. Please destroy this email in its entirety after notifying the sender by reply email. Your cooperation is appreciated. ------------------------------ End of FUNDSVCS Digest - 2 Sep 2019 to 3 Sep 2019 - Special issue (#2019-250) *****************************************************************************

We have a process that runs once per week and our Gift & Data Management department handles these notifications. Amanda L. Haney Assistant Director of Gift Management Gift & Data Management [cid:image001.png@01D563CE.2D8C4D40] University Advancement I New England Center I 15 Strafford Ave I Durham, NH 03824 Office: 603-862-2041 I amanda.haney@unh.edu<mailto:amanda.haney@unh.edu> CONFIDENTIALITY NOTICE: If you have received this email in error, please immediately notify the sender by e-mail at the address shown. This e-mail transmission may contain confidential information. This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly. Please delete it from your files if you are not the intended recipient. Thank you for your compliance. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Vicky Medlock Sent: Monday, September 2, 2019 11:08 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Quick tally on IMO-IHO letters Caution - External Email ________________________________ Quick tally: What is your frequency of notifying a family member when a gift has been made in memory of a loved one? Do you complete these: * Daily/Couple times a week? * Weekly? * Monthly? * Other? __________________________ Is the answer the same for a gift made in honor of another? Which department processes these IMO/IHO notification letters? Thanks much - Happy Labor Day! Vicky Vicky Medlock Senior Director of Advancement Services | Rollins College vmedlock@rollins.edu<mailto:vmedlock@rollins.edu> | (O) 407-691-1242 | (C) 540-539-1930 Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Thank you.