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  • 1.  Pledge payment collections

    Posted 04-23-2025 09:55 AM

    Greeting!  I have a quick question for this group. Which department at your organization is responsible for collecting pledge payments by sending reminders (invoices), conducting outreach via email or phone, and other related tasks?  Have you ever collaborated with a frontline fundraiser, such as a gift officer, VP, or dean, on collecting payments? 

    In my opinion, we had a good process in place, but recent personnel changes have introduced different perspectives.  What is the best practice? 



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    Tracy Forkin
    Johnson & Wales University
    tracy.forkin@jwu.edu
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  • 2.  RE: Pledge payment collections

    Posted 04-23-2025 09:59 AM

    Tracy,

     

    It's in my area of Advancement Services – we do email reminders.

     

    Years ago we had a VP that wanted them to come from development officers but it was not successful and stopped when a new VP came in.

     

     

    Christine Adams (she/her)
    Senior Director of Advancement Services

    Office of Development and Alumni Affairs
    University of Hartford
    200 Bloomfield Ave, West Hartford, CT 06117

    860.768.2407

    cadams@hartford.edu 

    www.hartford.edu

            

     

     

     




    Original Message


  • 3.  RE: Pledge payment collections

    Posted 04-23-2025 10:51 AM
    Tracy, I have always seen this as the responsibility of Advancement Services. I prefer that gift officers devote their time to securing new gifts and pledges rather than serving as debt collectors. Let us be the "bad guy."

    However, when a pledge becomes way overdue and is about to be written off, I will send a list of pledges to be written off 45 days from now to all gift officers. It's up to them to decide if they want to take any action.

    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





    Original Message


  • 4.  RE: Pledge payment collections

    Posted 04-23-2025 10:59 AM

    This has been our process. I would also work with gift officers to strategize on past due payments.

     

     

    Many thanks to John, Christine, and Karry for your response.

     

    Best regards,

     

    Tracy

     




    Original Message


  • 5.  RE: Pledge payment collections

    Posted 04-23-2025 10:01 AM

    Hi Tracy,

     

    I am in the process implementing a centralized pledge reminder process. Starting next month, my department (Gift Services/Processing) will be sending pledge reminders. Currently, the responsibility was left to the individual fundraisers and/or our special event staff if the pledge was for an event. According to the AASP knowledgebase, best practice is to have this centralized.

     

    Karry Morton | Director, Gift Services
    Children's Hospital Colorado Foundation
    13123 East 16th Avenue, Box 045 | Aurora, CO 80045
    Phone: 720-777-1742 | Cell: 720-323-3305


    SupportChildrensColorado.org | Facebook | Instagram | LinkedIn

     

     

    From fixing broken bones to treating pediatric cancer, your generosity helps us serve Children's Hospital Colorado patients and families who depend on us every day. Donate today.

     

    If you would like to opt-out of communications from Children's Colorado Foundation, please email info@childrenscoloradofoundation.org or call 720-777-1700.

     

    CONFIDENTIALITY NOTICE: The information contained in this message is legally privileged and confidential information intended only for the use of the individual or entity named above. Any release, dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this message in error, please notify the author immediately by replying to this message and delete the original message. Thank you.

     




    Original Message


  • 6.  RE: Pledge payment collections

    Posted 04-24-2025 08:13 AM

    Hi Tracey.  Advancement Services is responsible for sending out pledge reminders and collecting payments.  I do inform the frontline fundraisers when I send reminders to anyone who is in their portfolios or have any other communications with them.  Sometimes the GOs will follow up with them, but I leave that to them to decide. 

    Michael



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    Michael Manning
    University of New England
    Mmanning6@une.edu
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    Original Message


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