You should treat the MG and DAF payments similarly when considering how to
record a pledge. An individual cannot legally obligate their employer to
satisfy their personal pledge. So the pledge should never include a match
component - unless the individual guarantees pledge satisfaction from
personal assets.
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 Fri, Sep 6, 2019 at 12:59 PM Gwen Donev <
gwendonev@gustavus.edu> wrote:
> We have recently re-vamped our pledge card with language that states that
> the donor is personally obligated to fulfill a pledge (even if they intend
> to request grants from a 3rd party). And we have been following the
> practice of voluntarily reducing a donor's pledge by a related amount if a
> 3rd party DAF makes a gift as advised by that donor.
>
> One of our team members recently inquired whether our process could/should
> be the same for Matching Gifts from employers. I referred to the Who Can
> Make a Pledge document, and MGs and DAFs are both referred to in that
> document, leaving me still with a question:
>
> I'm wondering, is there a reason we would need to treat pledges
> differently whether the donor's intent to request payment is through a MG
> vs a DAF? Or could we consider both in the same category for this purpose?
>
> Thanks!
>
> --
> *Gwen Donev*
>
> Director of Advancement Services
>
> Gustavus Adolphus College
>
> 800 West College Avenue
>
> Saint Peter, Minnesota 56082
>
>
>
> Email:
gwendonev@gustavus.edu
>
> Office: 507.933.6515
>