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Campaign Counting and Reach Back Gifts

  • 1.  Campaign Counting and Reach Back Gifts

    Posted 23 days ago

    Good Afternoon

    I am looking for a definition/scenarios of when you would use "reach-back gifts" during your campaign counting. Are these gifts that came in before the silent phase of your campaign?

    Any examples you have would be very helpful in expanding my campaign knowledge.

    With appreciation,

    Nicole

     



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    Nicole Forrest Boggs, MBA
    Executive Director for Development
    LONG BEACH STATE UNIVERSITY
    626.319.7740 (cell)
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  • 2.  RE: Campaign Counting and Reach Back Gifts

    Posted 23 days ago
    As you are probably aware, CASE Guidelines suggest that you do not count any gift made prior to the launch of the pre-public (silent) phase of the campaign.  One concern is that organizations sometimes do this in a "keeping up with the Joneses" manner so they can announce larger goals.  However, there are often people "in the know" about a forthcoming campaign who will make an "early" gift - sometimes for tax reasons, and many feel those gifts should count.

    The point is that there is a fine line here and some ethical considerations when establishing goals, start dates, and what if anything given before that date is included.

    At NC State we had this discussion well before the campaign began.  We felt it was important to be completely transparent in what we would count before that date.  Here is what we stated publicly in our Campaign Counting Guidelines:

    The following applies to the comprehensive fundraising campaign to be conducted between July 1, 2013, and June 30, 2021.  NC State will adhere to the CASE Reporting Standards & Management Guidelines, 4th edition, with the following exceptions, considerations, and amplifications:

    ·         The University Advancement Committee of the Board of Trustees has approved a separate policy for counting gifts made prior to the official campaign period.  The criteria under which pre-campaign gifts and commitments will be included in the campaign are those which are:

    o   part of a transformational gift that names a department or college, or otherwise equals or exceeds $10,000,000, are made within three years of the campaign start date, and are referenced as counting in the campaign in the documented gift agreement(s) executed by both the donor and the University

    o  major gifts ($25,000+ payable over no more than 5 years) from donors knowledgeable of the impending campaign by their affiliation with NC State, are made within one year prior to the campaign start date, and are made either toward endowment or facility projects which are expected to be priorities or objectives of the campaign    

    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