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  • 1.  Question about donor contact information

    Posted 04-25-2024 06:01 PM

    Hello AASPers!

    I have a question regarding donor contact information and donations.

    One of our campus departments received a gift in kind of a drone. When they sent over the gift in kind acceptance form for the donation they noted "do not contact the donor," and thus did not provide any contact information only the donor's name. When I asked for at least an email, the department said I could send the letter to them and they would provide the letter to the donor.

    I do not feel comfortable generating a letter for a donor I cannot contact and having a third party provide said letter. Are there any requirements around collecting donor contact information in order to "define" them as a donor or is that more of a best practice item?

    Thank you so much for your input.

    Laurie Ogg

    Sonoma State University



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    Laurie Ogg
    Sonoma State University
    laurie.ogg@sonoma.edu
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  • 2.  RE: Question about donor contact information

    Posted 04-25-2024 06:31 PM
    This should be outlined in your Gift Acceptance Policy and detail in your Animymity Protocol. As you are maintaining the database of record, these documents should require your receipt of all relevant donor information. But your further responsibility to protect the anonymity of donors upon their request of YOUR office.

    As an aside, "no contact" is not the same as anonymous. That distinction should also be out lined in the aforementioned protocol.

    John

    John H. Taylor
    919.816.5903 (Cell/Text)

    Big Ideas; Small Keyboard



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  • 3.  RE: Question about donor contact information

    Posted 04-25-2024 06:59 PM
    Obviously, my phone spellcheck malfunctioned :-).

    Anonymity Protocol ;-).

    You have little ground to stand on if rules like these are not spelled out in a policy. No law requires you to issue a receipt - only that a donor must have one from a qualified organization. You need internal policies like the GAP that require all gifts to come to you - and that only your office is authorized to produce and mail receipts. Further, the GAP should address property donations and that any valued above a certain amount must be first approved by the gift acceptance committee.

    John

    The Anonymity Protocol gives gift officers and departments comfort knowing that you will honor donor anonymity requests.

    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





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  • 4.  RE: Question about donor contact information

    Posted 04-25-2024 08:00 PM
    Thank you so much everybody.
    It may be time to update our GAP, but it does state that University Advancement will send an acknowledgement letter to the donor.
    I will talk with my AVP tomorrow but I am planning to use this as leverage in that if the donor wants the receipt, I need at least an email so I can provide it directly to them and not through a third party.
    It's all I got at this point.

    Laurie Ogg

    Advancement Services

    University Advancement

    Sonoma State University

    707.664.2036 direct

    707.664.2712 main office

    1801 E. Cotati Avenue

    Rohnert Park, CA 94928

    www.sonoma.edu/give

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