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Hello! If you have donors that are updating their Statements of Intent (yay!) but your university is in a different campaign, would you draft a new Statement of Intent that contained ALL of their intentions (including those counted in previous campaigns) OR draft one with only the additional intentions, to be counted in this campaign? I feel like it's cleaner to have it all on one document, but then may be messier auditing wise if part counted in one campaign and part in another, so just leave the old one alone and do a second one representing the additional intentions. And maybe there's an alternative solution I'm not thinking of! Thoughts appreciated! -- *Becca Jones Paylor '10* *Assistant Vice President of Advancement Services* *Executive Advisor to the Board of Visitors* Office of Advancement Wingate University PO Box 159 Wingate, NC 28174 (704) 233-8828 office r.paylor@wingate.edu | wingate.edu Give to Wingate <https://commerce.cashnet.com/WINGATEGive>

Becca, if a donor has already executed a gift or pledge agreement, you really should not consider asking them to execute another one simply because you are in a new campaign. Those "old" agreement remain in force - and cannot be counted in the new campaign anyway. Only worry about new agreements for the new campaign! 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 10, 2019 at 12:31 PM Becca Paylor <r.paylor@wingate.edu> wrote: > Hello! If you have donors that are updating their Statements of Intent ( > yay!) but your university is in a different campaign, would you draft a > new Statement of Intent that contained ALL of their intentions (including > those counted in previous campaigns) OR draft one with only the additional > intentions, to be counted in this campaign? > > I feel like it's cleaner to have it all on one document, but then may be > messier auditing wise if part counted in one campaign and part in another, > so just leave the old one alone and do a second one representing the > additional intentions. And maybe there's an alternative solution I'm not > thinking of! > > Thoughts appreciated! > > -- > *Becca Jones Paylor '10* > *Assistant Vice President of Advancement Services* > *Executive Advisor to the Board of Visitors* > Office of Advancement > Wingate University > PO Box 159 > Wingate, NC 28174 > (704) 233-8828 office > r.paylor@wingate.edu | wingate.edu > > Give to Wingate <https://commerce.cashnet.com/WINGATEGive> > > >

If the original terms are not changing (purpose), and they are only increasing the bequest amount, I would execute and an amendment to the original - not revise the old and not create a brand new one. And for sure, the increased amount only (not the original) can be recorded as a new, or additional, bequest expectancy. 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 10, 2019 at 2:27 PM Becca Paylor <r.paylor@wingate.edu> wrote: > Thanks, John! What about if they want to edit the Statement of Intent? For > example, increase the amount of their bequest? Draft a new SOI with the > additional amount, leaving the "old" agreement alone? > > On Tue, Sep 10, 2019 at 3:09 PM John Taylor < > johntaylorconsulting@gmail.com> wrote: > >> Becca, if a donor has already executed a gift or pledge agreement, you >> really should not consider asking them to execute another one simply >> because you are in a new campaign. Those "old" agreement remain in force - >> and cannot be counted in the new campaign anyway. Only worry about new >> agreements for the new campaign! >> >> 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 10, 2019 at 12:31 PM Becca Paylor <r.paylor@wingate.edu> >> wrote: >> >>> Hello! If you have donors that are updating their Statements of Intent ( >>> yay!) but your university is in a different campaign, would you draft a >>> new Statement of Intent that contained ALL of their intentions (including >>> those counted in previous campaigns) OR draft one with only the additional >>> intentions, to be counted in this campaign? >>> >>> I feel like it's cleaner to have it all on one document, but then may be >>> messier auditing wise if part counted in one campaign and part in another, >>> so just leave the old one alone and do a second one representing the >>> additional intentions. And maybe there's an alternative solution I'm not >>> thinking of! >>> >>> Thoughts appreciated! >>> >>> -- >>> *Becca Jones Paylor '10* >>> *Assistant Vice President of Advancement Services* >>> *Executive Advisor to the Board of Visitors* >>> Office of Advancement >>> Wingate University >>> PO Box 159 >>> Wingate, NC 28174 >>> (704) 233-8828 office >>> r.paylor@wingate.edu | wingate.edu >>> >>> Give to Wingate <https://commerce.cashnet.com/WINGATEGive> >>> >>> >>> > > -- > *Becca Jones Paylor '10* > *Assistant Vice President of Advancement Services* > *Executive Advisor to the Board of Visitors* > Office of Advancement > Wingate University > PO Box 159 > Wingate, NC 28174 > (704) 233-8828 office > r.paylor@wingate.edu | wingate.edu > > Give to Wingate <https://commerce.cashnet.com/WINGATEGive> > > >

Thanks, John! What about if they want to edit the Statement of Intent? For example, increase the amount of their bequest? Draft a new SOI with the additional amount, leaving the "old" agreement alone? On Tue, Sep 10, 2019 at 3:09 PM John Taylor <johntaylorconsulting@gmail.com> wrote: > Becca, if a donor has already executed a gift or pledge agreement, you > really should not consider asking them to execute another one simply > because you are in a new campaign. Those "old" agreement remain in force - > and cannot be counted in the new campaign anyway. Only worry about new > agreements for the new campaign! > > 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 10, 2019 at 12:31 PM Becca Paylor <r.paylor@wingate.edu> > wrote: > >> Hello! If you have donors that are updating their Statements of Intent ( >> yay!) but your university is in a different campaign, would you draft a >> new Statement of Intent that contained ALL of their intentions (including >> those counted in previous campaigns) OR draft one with only the additional >> intentions, to be counted in this campaign? >> >> I feel like it's cleaner to have it all on one document, but then may be >> messier auditing wise if part counted in one campaign and part in another, >> so just leave the old one alone and do a second one representing the >> additional intentions. And maybe there's an alternative solution I'm not >> thinking of! >> >> Thoughts appreciated! >> >> -- >> *Becca Jones Paylor '10* >> *Assistant Vice President of Advancement Services* >> *Executive Advisor to the Board of Visitors* >> Office of Advancement >> Wingate University >> PO Box 159 >> Wingate, NC 28174 >> (704) 233-8828 office >> r.paylor@wingate.edu | wingate.edu >> >> Give to Wingate <https://commerce.cashnet.com/WINGATEGive> >> >> >> -- *Becca Jones Paylor '10* *Assistant Vice President of Advancement Services* *Executive Advisor to the Board of Visitors* Office of Advancement Wingate University PO Box 159 Wingate, NC 28174 (704) 233-8828 office r.paylor@wingate.edu | wingate.edu Give to Wingate <https://commerce.cashnet.com/WINGATEGive>