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FUNDSVCS  August 2006

FUNDSVCS August 2006

Subject:

Re: Honor Roll of Donors in Annual Report

From:

John Taylor <[log in to unmask]>

Reply-To:

Fund raising services technical discussion <[log in to unmask]>

Date:

Tue, 29 Aug 2006 17:30:31 -0500

Content-Type:

text/plain

Parts/Attachments:

Parts/Attachments

text/plain (116 lines)

Actually, in accordance with the Donor Bill of Rights and more specifically the E-Donor Bill of Rights, you have no such freedom unless granted by the donor.  Here's the statement from E-Donor:

"# To have easy and clear access to an organization's privacy policy posted on its website and be clearly and unambiguously informed about what information an organization is gathering about the donor and how that information will be used.

"# To be clearly informed of opportunities to opt out of data lists that are sold, shared, rented, or transferred to other organizations."

The DBoR is a bit more ambiguous but most believe that it implies confirmation from the donor first since "the law" is so ambiguous:

"VI. To be assured that information about their donation is handled with respect and with confidentiality to the extent provided by law."

JT

>>> [log in to unmask] 08/29/06 06:13PM >>>
Since it's an Honor Roll of Donors, not an annual report in the for-profit
world sense, you are
actually free to include anything you want.  However, I've always been
cautious not to reflect a list
that would cause readers to question the correlation between the list and
the financial information.

That being said, the only time I've ever listed pledges was for a capital
campaign and then, not
with specific dollar amounts but in categories. In fact, they were reported
in a completely separate
section of the annual report, along with articles about the capital
campaign. Any payments against
those pledges would have been included in the cumulative fiscal year giving
of the donor.

My personal philosophy has always been that the two most important
considerations were the
reasonably close alignment of the lists and the financial reports mentioned
above and that whatever
parameters you decided on were applied consistently.

For what it's worth,
Anita
_____________________________________
Anita Lynn
Lead Consultant
Institutional Advancement Client Practice Team
Datatel Inc.
How higher education does business

PA Remote Office: 610.747.0415
PA Remote Fax: 610.747.0415
VA Voice: 703.261.2128
VA Fax: 703.261.2100
[log in to unmask] 
http://www.datatel.com 




                                                                           
             Erin Moran                                                    
             <[log in to unmask]                                             
             U>                                                         To 
             Sent by: Fund             [log in to unmask]      
             raising services                                           cc 
             technical                                                     
             discussion                                            Subject 
             <FUNDSVCS@LISTSER         Honor Roll of Donors in Annual      
             V.FUNDSVCS.ORG>           Report                              
                                                                           
                                                                           
             08/29/2006 05:55                                              
             PM                                                            
                                                                           
                                                                           
             Please respond to                                             
               Fund raising                                                
                 services                                                  
                 technical                                                 
                discussion                                                 
             <FUNDSVCS@LISTSER                                             
              V.FUNDSVCS.ORG>                                              
                                                                           
                                                                           




Hi, everyone.

This may seem like a very basic question, but I'm going to ask it anyway.
Our office is working on the fiscal year 2006 annual report.  Each of our
annual reports has traditionally listed an honor roll of donors, which has
included gifts received during the fiscal year in question -- meaning, we
list every donor (hard and soft credit) according to the gifts and payments

they have made.

We also include a list of "major commitments," i.e. pledges, made during
the fiscal year (again, allowing for hard and soft credit).

One of my coworkers says that the way we do things here is very unusual,
and that most annual reports reflect gifts raised during the year in
question (i.e. gifts and PLEDGES, not payments).

So, can anyone help shed some light on whether our practice is unusual or
whether my colleague is mistaken?

Thanks for any help you can provide.

Erin Moran



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