FundSvcs Community

Hi there,

Before I communicate with this donor I'd like some wisdom as to the crediting of the gift. There was a mailer we sent in Mar 2022, which was received by the son of a donor who (unbeknownst to us) passed in 2021. I just received the response device from the Mar 2022 mailing, filled out by the son in the name of his father. A check accompanies the response device, from the son's account. Clearly the intent was to give a gift in the father's name, but as the father's name is not on the actual check, am I legally obligated to record the hard credit to the son (assumption here is we could honor the father by a soft credit and a note of "in memory" etc.). Let me know your thoughts!

------------------------------
Melissa Rufener
Advancement Services Coordinator
Life Pacific University
mrufener@lifepacific.edu
http://www.lifepacific.edu
------------------------------

Original Message:
Sent: 9/28/2022 1:28:00 PM
From: Melissa Rufener
Subject: Gift on behalf of deceased donor

Hi there,

Before I communicate with this donor I'd like some wisdom as to the crediting of the gift. There was a mailer we sent in Mar 2022, which was received by the son of a donor who (unbeknownst to us) passed in 2021. I just received the response device from the Mar 2022 mailing, filled out by the son in the name of his father. A check accompanies the response device, from the son's account. Clearly the intent was to give a gift in the father's name, but as the father's name is not on the actual check, am I legally obligated to record the hard credit to the son (assumption here is we could honor the father by a soft credit and a note of "in memory" etc.). Let me know your thoughts!

------------------------------
Melissa Rufener
Advancement Services Coordinator
Life Pacific University
mrufener@lifepacific.edu
http://www.lifepacific.edu
------------------------------

Thanks John -- to clarify, you're saying, "yes" to hard credit to the son who wrote the check, but then notate "in memory of father"? Thanks.

------------------------------
Melissa Rufener
Advancement Services Manager
Life Pacific University
mrufener@lifepacific.edu
http://www.lifepacific.edu
------------------------------

Original Message:
Sent: 09-28-2022 12:49 PM
From: John Taylor
Subject: Gift on behalf of deceased donor

You are right.

But there's no harm in making the gift in honor or memory of the deceased.

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

Original Message:
Sent: 9/28/2022 1:28:00 PM
From: Melissa Rufener
Subject: Gift on behalf of deceased donor

Hi there,

Before I communicate with this donor I'd like some wisdom as to the crediting of the gift. There was a mailer we sent in Mar 2022, which was received by the son of a donor who (unbeknownst to us) passed in 2021. I just received the response device from the Mar 2022 mailing, filled out by the son in the name of his father. A check accompanies the response device, from the son's account. Clearly the intent was to give a gift in the father's name, but as the father's name is not on the actual check, am I legally obligated to record the hard credit to the son (assumption here is we could honor the father by a soft credit and a note of "in memory" etc.). Let me know your thoughts!

------------------------------
Melissa Rufener
Advancement Services Coordinator
Life Pacific University
mrufener@lifepacific.edu
http://www.lifepacific.edu
------------------------------

Original Message:
Sent: 9/28/2022 2:57:00 PM
From: Melissa Rufener
Subject: RE: Gift on behalf of deceased donor

Thanks John -- to clarify, you're saying, "yes" to hard credit to the son who wrote the check, but then notate "in memory of father"? Thanks.

------------------------------
Melissa Rufener
Advancement Services Manager
Life Pacific University
mrufener@lifepacific.edu
http://www.lifepacific.edu
------------------------------

Original Message:
Sent: 09-28-2022 12:49 PM
From: John Taylor
Subject: Gift on behalf of deceased donor

You are right.

But there's no harm in making the gift in honor or memory of the deceased.

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

Original Message:
Sent: 9/28/2022 1:28:00 PM
From: Melissa Rufener
Subject: Gift on behalf of deceased donor

Hi there,

Before I communicate with this donor I'd like some wisdom as to the crediting of the gift. There was a mailer we sent in Mar 2022, which was received by the son of a donor who (unbeknownst to us) passed in 2021. I just received the response device from the Mar 2022 mailing, filled out by the son in the name of his father. A check accompanies the response device, from the son's account. Clearly the intent was to give a gift in the father's name, but as the father's name is not on the actual check, am I legally obligated to record the hard credit to the son (assumption here is we could honor the father by a soft credit and a note of "in memory" etc.). Let me know your thoughts!

------------------------------
Melissa Rufener
Advancement Services Coordinator
Life Pacific University
mrufener@lifepacific.edu
http://www.lifepacific.edu
------------------------------