FundSvcs Community

 View Only

  • 1.  Possible Donor Influence

    Posted 08-10-2022 07:37 PM
    Hello,

    I have a donor who is funding a display to be built for his artwork and memorabilia in the library. The library picked the architect, but the donor is requesting to be involved in the design process. 

     I think this might be okay only if the Library has a final say on design.  The donor originally wanted to select the architect and we said no. Curious to what your thoughts are? 

    Thank you! 



    Michele Hicks
    Executive Director, Advancement Services
    Texas A&M University-Corpus Christi


  • 2.  RE: Possible Donor Influence

    Posted 08-11-2022 08:35 AM
    Hi Michele,

    If the donor has finalized their contribution, and is now operating in a purely advisory capacity, with the library having final say, I think you're in the clear. Ideally, the entire amount of the contribution is already sitting in your bank account, too. 

    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:




    Original Message


  • 3.  RE: Possible Donor Influence

    Posted 08-11-2022 10:05 AM
    The determination of donor influence and donor control are subjective.  CASE does a good job - in the new Global Standards - of explaining the issue.  And they also provide a few examples.

    I suggest taking those few pages from the beginning of the book, and giving them to your Gift Acceptance Committee.  Ask them, then, to determine whether this donor demand meets the outlined criteria.  This is usually not a one-person decision.

    As an aside, the relationship of the donor to the institution, their potential for future gifts, their past actions, and the extent to which they seek to change decisions already made are all factors the GAC must consider.

    John

    John H. Taylor 
    919.816.5903 (Cell/Text)

    Big Ideas; Small Keyboard



    Original Message


Related Content