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  • 1.  Need some quick Grant/Gift Advice

    Posted 01-04-2023 06:54 AM

    Good Morning and Happy New Year!  I need some quick advice for a meeting I have at 10 this morning and hoping you will share your wisdom. 

     

    We received a large 'grant' that what was presented to the donor and what the donor signed qualifies as a gift – we can spend it on the program as defined in the proposal, there is no return of monies if not spent and no reporting other than standard stewardship reporting.  The budget (not shared with the donor but added internally in our academic area) has a line added for facilities and overhead costs – as you would see in a standard grant.  I understand why our finance office is unable to record this as a gift, but I don't understand why this couldn't be one of the reconciled variances between our two office totals.  The proposal and gift agreement and the grant letter all support it being a gift.  Would you advocate for this to be a variance between Advancement and Finance or is there something I am unaware for counting as a gift?

     

    Thank you!

     

    Vicky

     

    Vicky Medlock

    Senior Director of Advancement Services

     

    Rollins College

    Institutional Advancement

    407.691.1242 (O) 540.539.1930 (C ) | vmedlock@rollins.edu

    1000 Holt Avenue – 2754

    Winter Park, FL 32789

     

     

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  • 2.  RE: Need some quick Grant/Gift Advice

    Posted 01-04-2023 07:05 AM
    Most sponsored grants are assessed overhead. And a growing number of institutions (35% of my clients) have implemented gift fees. Neither reduce the countable amount of the contribution.

    John

    John H. Taylor 
    919.816.5903 (Cell/Text)

    Big Ideas; Small Keyboard





  • 3.  RE: Need some quick Grant/Gift Advice

    Posted 01-04-2023 07:15 AM

    Thanks John – that is what I was hoping was the answer!