21 results
What Is "A" Transaction?
CURRENTS Article
Development officers count the total number of gift transactions as part of their performance measures. However, a single transaction can take a few minutes or days or even weeks. It depends on whether it's just a check or a mysterious transfer of stock.
AdvanceWork: Receipting Year-End Gifts
CURRENTS Article
Advancement Services with John H. Taylor
AdvanceWork: Deutsche Marks to Dollars
CURRENTS Article
John H. Taylor responds to the question of counting gifts received in foreign currencies.
AdvanceWork: Giving Through Umbrella Agencies
CURRENTS Article
John H. Taylor responds to a question about sending a receipt or acknowledgement to donors who give through the United Way.
End Notes: Psst! Want a Match?
CURRENTS Article
As institutions struggle to increase their numbers of matching gifts, staff need to be aware that over-zealous donors may go to great lengths to have their gifts matched. Staff must adhere to the matching gift guidelines established by participating companies, and be mindful of whether to recognize the gift as coming from the employee or the company, among other issues. Several problem areas related to the acceptance and recording of matching gifts are described.
Having Double Trouble?
CURRENTS Article
If matching gift programs are to succeed, colleges and universities must institute procedures that make it clear which donor gifts are eligible for matches and make it easy to go after them. First, it is important to spread the word about your matching gift program, using volunteers if necessary. Other ways to announce your matching gift program include: 1) highlighting potential matching gift donors before a phonathon and training callers to ask for employer information; 2) sending information with pledge reminders; 3) mailing leaflets, such as those available through CASE; and 4) promoting the program in donor newsletters. Another approach is to focus on several companies that employ large numbers of your alumni and establishing a corporate agent program.
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