John
Thanks so much for your input.
Tim Conley
Director of Advancement Services
Johnson & Wales University
8 Abbott Park Place, Providence, RI 02903
T: 401.598.4462 C: 401.487.7832
Johnson & Wales University...
an exceptional education that inspires professional success and lifelong personal and intellectual growth.
Original Message:
Sent: 3/2/2026 12:36:00 PM
From: John Taylor
Subject: RE: Fundraiser Gift Credit
Hey, Tim!
The best and simplest protocol is that for a gift offer to get "credit," they must demonstrate a relationship and cultivation effort within the moves management system. Then, when they make the ask, they create that "opportunity" within that system. When the gift comes in, it's linked to that opportunity.
Joint credit can get a bit tricky. But it works the same way: both gift officers must be linked to the opportunity.
John
John H. Taylor, PrincipalJohn H. Taylor Consulting, LLC
2604 Sevier Street
Durham, NC 27705
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
Original Message:
Sent: 3/2/2026 12:24:00 PM
From: Tim Conley
Subject: Fundraiser Gift Credit
Hello
Just wondering if anyone would be willing to share their institution's policy/procedures for fundraiser gift credit. We are in the processing of reviewing our current policy and just trying to get a sense of current industry standards/best practices - Thanks so much.
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Tim Conley
Johnson & Wales University
Tim.Conley@jwu.edu
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