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  • 1.  U.S. News Donor Count Criteria

    Posted 06-29-2022 01:43 PM
    Hello all,

    Does the strict U.S. News and World Report criteria for undergraduate donor count allow for inclusion of any soft credit? For example, counting the soft credit of an alum, married to a non-alum where the non-alum provided the legal gift, but the alum received soft credit by association.  Also where both parties are alums and one received hard credit and the other received soft credit for the joint gift.     How about recognizing the soft credit of an alum related to the distribution of a gift from a DAF? 

    I believe the CASE Reporting Standards allow for the recognition of such alumni soft credit.

    Please advise. 

    Thanks 

    Dwight


    Dwight D. Dozier
    Chief Information Officer
    The Georgia Tech Foundation
    760 Spring Street, Suite 400
    Atlanta, GA 30308
    (W) - 404-385-1518



    ------------------------------
    Dwight DDD. Dozier
    Chief Information Officer
    Georgia Tech Foundation
    Atlanta GA
    404-3851518
    ------------------------------


  • 2.  RE: U.S. News Donor Count Criteria

    Posted 06-29-2022 02:07 PM
    No allowance.  And CASE has dropped alumni participation as a formal metric.  When they did, though, it was strictly hard credit gifts made by the alumnus.

    CASE now focuses on alumni engagement for internal metrics.  Soft credits can be used but you aren't comparing those metrics to external institutions.

    But US News has and is firmly evaluating legal gifts only.

    John

    John H. Taylor 
    919.816.5903 (Cell/Text)

    Big Ideas; Small Keyboard



    Original Message


  • 3.  RE: U.S. News Donor Count Criteria

    Posted 06-29-2022 02:12 PM

    John, I'm curious about that. CASE still counts alumni donors. Thus non-alumn spouse writes the check. But alumn spouse gets soft credit and alumni count increases by 1.  My understanding is that universities who submit to USNWR do in fact maximize their alumni count with the reasonable assumption that a household with 1 alumni is an alumni donor. Likewise, if there are 2 alumni as a spousehold, one writes the check but the alumni count increases by 2.

     




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  • 4.  RE: U.S. News Donor Count Criteria

    Posted 06-29-2022 02:37 PM

    I have always understood that, when an alumni couple makes a joint gift, both are counted as donors, regardless of how the institution records the hard and soft credit.

     

    CAE/CASE has not, as far as I know, explicitly addressed the case of a alum married to a non-alum when the couple makes a joint gift, but I've always understood the underlying principle to be that if a couple gives jointly, they both count as donors.

     

    My US$0.02 worth; the usual disclaimers apply.

     

    Good luck!

     

    Alan

     

    Alan S. Hejnal    (he/him/his)

    Data Quality Manager

     

     




    Original Message


  • 5.  RE: U.S. News Donor Count Criteria

    Posted 06-29-2022 03:00 PM
    Married alumni spouses is the one exception to the soft-credit rule.  That was done to help institutions stop splitting gifts 50/50.

    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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