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  • 1.  Receipts and Acknowledgements for Adjusted Gifts

    Posted 01-16-2023 01:43 PM
    Hi all,

    I hope you are enjoying your Monday. I took over the Gifts and Records office about a year ago and we immediately went into a conversion. We're finally at a place to start looking at the holes in our processes. One struggle we dealing with currently is receipts and acknowledgments on adjusted gifts (gifts initially put on the wrong constituent ID, or wrong amount, fund, etc, but have since been fixed.). How do you handle this? Print a new receipt and just let the donor figure it out? Do you call the donor? Have a unique template for these situations?

    Thanks for your help!

    Arielle 


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    Arielle Johnson
    Senior Associate Director of Gifts & Records Admin
    Denison University
    johnsonak@denison.edu
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  • 2.  RE: Receipts and Acknowledgements for Adjusted Gifts

    Posted 01-16-2023 02:45 PM
    I am unaware of any legal requirements for this or written best practices. However, I've dealt with this many times over the decades and am happy to share my experience.
    • When a receipt has been sent to the wrong household, write a letter to the same address apologizing for the error and requesting they destroy the original.
    • When the original receipt went to the correct person but had erroneous information, prepare a replacement receipt (noted as such at the top of the document). Mail (or email) that to the same address you originally used also with a letter of explanation - further requesting the recipient destroys the original.
    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987




    Original Message


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