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| Frequently asked questions. |
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 Answers
to some frequently asked questions posted on listservs, topically
related publications and some solutions to common problems faced in advancement and
development. (Questions may sometimes appear in more than one
category).Thanks to everyone regularly contributing your knowledge and expertise. Please feel free to submit comments and any additional questions/answers you'd like to see included. |
 
How do you offer continuous giving
for employees?
How often should
faculty-staff payroll deductions be renewed?
What questions should you ask when
hiring consultants?
Where can I find sample
job
descriptions?
Where can I find where all the
jobs are?
What
leadership skills are useful for young advancement professionals? By
Devin Mathias.
Where can I
post jobs I have available?
What helps make a good office
environment for support staff?
Can employees donate their vacation time? |
| Gift Accounting, Acceptance, Policies, Processing, Valuation |
Can an institution process gifts for another non-profit as an
agent?
Do airline upgrades count as gifts in
kind?
What do institutions typically count in their
annual fund?
What
do
we Mean by Annual Fund?A comprehensive definition of what annual fund is by Alan S. Hejnal.
Who should normally pay for a gift-in-kind
appraisal?
What is the average cost per dollar
raised?
Where would a new building fund
be categorized?
How do you handle cash received from
donors?
How are charitable gift
annuities normally recorded for recognition purposes?
How are check exchanges handled?
What should you count towards
your goal when starting a campaign?
Should you have a maximum limit on
credit card gifts?
How do you evaluate data entry
performance?
When is a scholarship considered
donor directed?
Are EFT and automated credit card payments worth
implementing?
Is email acceptable as a confirmation
of a donor pledge?
How can endowment criteria be
changed when the donor is deceased?
How do you account for the difference between
event proceeds and gifts?
How do you value a gift-in-kind
when the donor doesn't want to be bothered with valuing them?
Language suggestions for refusing a
gift-in-kind.
Is a "Gift in Kind" the same thing as a "Gift of Property?"Understanding non-cash gift terminology. By Alan S. Hejnal.
Is a deep discount on a
gift of services considered a gift?
Can private matching money on
government grants be
counted as a gift?
How should government grants
be recorded?
How should life insurance
premiums and policies be counted?
How should you receipt a gift for proceeds of a
life insurance policy?
What are the some of the pros and cons of
lockboxes?
Who should open the mail for gifts
received by the gift processing area?
Do matching gifts need to
follow the designation of the donor?
Should memberships and
subscriptions be receipted?
What is the minimum dollar amount
you need to set up a named fund?
For the purposes of gift reporting how do you count people with
multiple affiliations?
How do you handle
One Gift "from Multiple Donors. By
Alan S. Hejnal.
If a gift is received via a company check for an employee's
payroll deduction who gets
the receipt?
How are gifts in kind of personal papers
valued?
When do you use a
presidential acknowledgement letter?
What are the policies for refunding a
donation?
Does the donation of use of a
residence qualify as a gift?
How should gains, losses and costs be accounted for with
securities gifts?
If an institution sells
pieces of a building as a fundraiser, is this a gift from a donor?
How should gift processing be handled for
special event fundraisers?
How do you handle gifts from spouses?
What is the best timing for a
data conversion?
Can employees donate their vacation time?
What are some ways to help handle
year end processing volumes? |
How can I contribute to this
site? |
| More with Less, Accountability, Budgeting and Finance, Policies |
|
What do institutions typically count in their
annual fund?
What
do
we Mean by Annual Fund? A comprehensive definition of what annual fund is by Alan S. Hejnal.
Who should normally pay for a gift-in-kind
appraisal?
What is the average cost per dollar
raised?
What have organizations set as
board giving standards?
What are some
questions I should ask during budget reduction times?
Where are some of the areas that I can look to find
cost
savings?
How can endowment criteria be
changed when the donor is deceased? |
What is the
donor charter of rights?
Where can I find sources of
philanthropic quotes? |
What mediums are you publishing your
alumni directories in?
Where can I find sources of
philanthropic quotes? |
Where do you find information on
alumni participation rates?
Do biographical update
forms need to be encrypted?
When should corporate entities be
created on your system?
How do you count grads
for participation added during the year before the next solicitation
cycle?
What are the database standards and
goals for addressable and other contact methods?
How do you evaluate data entry
performance?
How do you define alumni?
How are gifts from divorced
couples handled?
What are some security issues in sending
donor information by email?
What are some ways to make sure names published on a donor
honor roll are accurate?
What are some ways to find
lost
alumni?
When should you purge records within
your database?
What are some policies for
releasing alumni information?
What would the approximate costs be to hire a company to
screen for birthdates
only?
How do you handle gifts from spouses?
What is the best timing for a
data conversion?
Is it worth accepting timeshares as gifts?
Do you update your data
with an automated/manual process from bulk corrections from vendors?
What are some ways to help handle
year end processing volumes? |
For the purposes of gift reporting how do you count people with
multiple affiliations?
Where can I find
report samples? |
Where can I find out about
aircraft
pricing?
What are some ways to find out if people are serving on
boards?
How can I find information on
deceased
individuals?
What are some security issues in sending
donor information by email?
How do you find out information about a
franchise owner?
What are some ways to find
lost
alumni?
How is the overlap between
research and advancement normally handled?
What are some strategies for
sharing profiles
with board members?
What would the approximate costs be to hire a company to
screen for birthdates
only? |
Where do you find information on
alumni participation rates?
What do institutions typically count in their
annual fund?
What
do
we Mean by Annual Fund?A comprehensive definition of what annual fund is. By Alan S. Hejnal.
What is the role of
annual fund in
a capital campaign? By
Mike
Westfall.
Who should normally pay for a gift-in-kind
appraisal?
What is the average cost per dollar
raised?
How do you offer continuous giving
for employees?
What should you count towards
your goal when starting a campaign?
Should you have a maximum limit on
credit card gifts?
When is a scholarship considered
donor directed?
Are EFT and automated credit card payments worth
implementing?
Is email acceptable as a confirmation
of a donor pledge?
How often should
faculty-staff payroll deductions be renewed?
How do you count grads
for participation added during the year before the next solicitation
cycle?
How do you account for the difference between
event proceeds and gifts?
Should you use fiscal
year or calendar year in your solicitations?
How do you value a gift-in-kind
when the donor doesn't want to be bothered with valuing them?
Language suggestions for refusing a
gift-in-kind.
Is a deep discount on a
gift of services considered a gift?
Can private matching money on
government grants be
counted as a gift?
How should government grants
be recorded?
What are some resources for finding information on constructing a
green/LEED certified building?
What are some ways to
maximize
matching gifts? By
Mike
Westfall.
Do matching gifts need to
follow the designation of the donor?
Should memberships and
subscriptions be receipted?
Do you solicit memorial donors?
What is the minimum dollar amount
you need to set up a named fund?
What are the best practices for a donor to
pay for an event?
What is the industry standard
pledge collection rate?
What is the optimal multi-year pledge
schedule?
When do you use a
presidential acknowledgement letter?
Are there restrictions on sending raffle
tickets in the mail?
What are the policies for refunding a
donation?
Does the donation of use of a
residence qualify as a gift?
How do you include a soft ask in
reunion invitations?
If an institution sells
pieces of a building as a fundraiser, is this a gift from a donor?
Is it worth accepting timeshares as gifts? |
What is the best timing for a
data conversion?
When should you purge records within
your database?
Do you update your data
with an automated/manual process from bulk corrections from vendors? |
|
What have organizations set as
board giving standards?
What are some ways to find out if people are serving on
boards?
Where can I find
volunteer job descriptions? |
What are the elements of an
acceptable
use policy for web site features?
How can you improve your
alumni
and friends web presence?
What do you do with
alumni
and friends web sites you don't control?
What mediums are you publishing your
alumni directories in?
Do biographical update
forms need to be encrypted?
How can we make the rollout of a
content management system successful?
What are the policies regarding corporate
logos on web sites.
Should donor honor rolls be
published on web sites?
What are some security issues in sending
donor information by email?
Is email acceptable as a confirmation
of a donor pledge?
How can be improve our
nonprofit website effectiveness?.
Sargeant Associates.
What are some guidelines for posting
events on public events calendars?
How do you
rate your alumni and friends web site?
Why am I getting spammed? |
 |