Hi, we are recently under this structure. I find that although our Finance team is a group of excellent people, and more donor-focused than others, they are still institute-focused at the end of the day. The CFO also has started making gift determinations, although she is less versed on CASE standards and IRS policy than the Advancement Services team.
This may be growing pains, but in my thoughts, it makes the case for separation of systems - simply due to the separate goals. Finance is going to offer their opinion on gift processing because they have one, and if they are running the department, they will probably be the deciding vote, which will impact whether a gift is entered for the donor or for the institute.
I feel encouraged that Isaac has seen it work. I consider myself a fundraiser at the end of the day, so it's also a little disheartening to be away from my field!
------------------------------
Hillary Cote
Fort Lewis College
hlcote@fortlewis.edu------------------------------
Original Message:
Sent: 07-22-2024 05:06 PM
From: Isaac Shalev
Subject: Advancement Services under Finance?
Yes, this is not such an unusual structure, though I think it has been out-of-fashion in the last 10-15 years, But we still encounter it and it can work.
Thank you,
Isaac Shalev
Data Strategy Expert
Sage70, Inc.
(917) 859-0151
isaac@sage70.com
Schedule a 30-minute consultation now:
Original Message:
Sent: 7/12/2024 9:04:00 AM
From: Tatiana Walzer
Subject: Advancement Services under Finance?
Greetings All,
Has anyone ever heard of or been a part of an Advancement Services that was under Finance instead of Advancement/Development/Fundraising?
My department is going through a significant leadership transition. We currently being led by a chief executive turned campaign consultant acting as a part time caretaker interim VPIA. He is discussing a broad range of restructuring ahead of the University hiring an ongoing VPIA in the new year and this is one of his pet ideas. Also we are getting ready to go into a large comprehensive campaign.
Any thoughts or feedback would be most welcome and appreciated.
Regards,
Tatiana Walzer, Director of Advancement Services
University of Saint Francis
Fort Wayne, IN
------------------------------
Tatiana Walzer
University of Saint Francis
twalzer@sf.edu
------------------------------