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Gift vs. Sponsored Research

  • 1.  Gift vs. Sponsored Research

    Posted 08-31-2021 02:44 PM

    Hello all. 


    I am wondering if anyone would share their "policy/protocol" on determining if a funded proposal should be considered a  gift or a sponsored research project. 


    Thanks in advance...



    Chrissy Farrell, CFRE

    202 Carter Drive • West Chester, PA  19382

    O: 610.430.4192 •  F: 610.235.4453



  • 2.  RE: Gift vs. Sponsored Research

    Posted 08-31-2021 02:55 PM
    See the new CASE Standards.  A significant amount of text has been added regarding this topic.  Many institutions were "leaving money on the table" and not counting grants simply because they are processed through "Sponsored Programs."

    That is not a determining factor.  What is a determinant is philanthropic intent.  Stated more directly, if the sponsor does not receive any tangible benefits, such as patents and IP rights - and those remain with the institution or are provided for "the public good," they are countable in our fundraising totals.

    This has always been true - CASE's stance on counting non-governmental grants has not waivered.  To the extent the donor does not receive anything in return, you count the grant!


    John H. Taylor
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987