FundSvcs Community

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

 

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

 

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

 

1.)    B

2.)    C (We process most donations as they are received, then deliver to Finance for bank deposit; however, some funds come directly to finance and are deposited by their office. Finance then informs us of said deposits and we process the donation after Finance accounts for the money.)

3.)    A

4.)    C

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

 

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

 

Hi Adriana!

We are B, B, A, and C

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

 

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815