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  • 1.  Fundraiser Gift Credit

    Posted 03-02-2026 11:24 AM

    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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  • 2.  RE: Fundraiser Gift Credit

    Posted 03-02-2026 11:36 AM
    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, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987






  • 3.  RE: Fundraiser Gift Credit

    Posted 03-02-2026 11:38 AM
    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


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