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  • 1.  Matching Gift--Law Firm and their associates

    Posted 04-09-2024 10:56 AM

    Hello,

    We have a law firm in Montréal that is willing to pledge for 150K$ but they also want their associates to pledge for a git up to 25K$ each. Our colleagues in Development are wanting us to count this as matching gifts but the 150K$ will be given before the associates. Is this a matching git? I don't think so but I want to be sure.

    Also, we were ask to record a pledge over 150K$ because it's quite sure that associates will give to the campaing. Of course, I said no because the agreeements is not legally binding our institution with the associates. But my question is: is it a good practice to soft credit the firm when their associates will make their gift?

    Thanks for you feedback.

    Eric



    ------------------------------
    Eric Allard
    Director, Advancement Services
    Universite de Montreal
    eric.allard@umontreal.ca
    ------------------------------


  • 2.  RE: Matching Gift--Law Firm and their associates

    Posted 04-09-2024 11:50 AM
    This sounds more like a "challenge" pledge. You can only record a pledge for the amount guaranteed by the company. If their associates make a separate pledge, that would be recorded separately.

    Yes, you can soft-credit the firm if that's what you want. However, I would ensure those credits follow your Soft Credit and Recognition Policy.

    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


  • 3.  RE: Matching Gift--Law Firm and their associates

    Posted 04-10-2024 06:12 AM

    Thanks John! Really helpful.

     

    ERIC ALLARD

    Directeur des opérations et de la gestion des données
    Réseau des diplômés et des donateurs de l'Université de Montréal
    C  514 501-7204

     




    Original Message


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