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Corporate gift and Corporate Foundation Giving

  • 1.  Corporate gift and Corporate Foundation Giving

    Posted 11-30-2021 04:00 PM

    Hello experts.


    I have an branch of an insurance company branch who is making a five-year pledge to fund an annual scholarship.  A portion of the pledge will be paid from the local branch and the rest will be paid through the parent company foundation through a match.  It has been entered various ways previously and having a hard time determining which is the best way to accurately reflect on the system.


    Any and all advice is welcomed!






    Chrissy Farrell, CFRE
    Chief Advancement Operations Officer
    West Chester University Foundation
    202 Carter Drive • West Chester, PA 19382
    O: 610.430.4192 • F: 610.235.4453


    Momentum is building, and the future begins with you >>



  • 2.  RE: Corporate gift and Corporate Foundation Giving

    Posted 11-30-2021 04:06 PM
    Only the amount being paid directly by the branch can be entered as a bonafide pledge on their record.  To record the rest, you would need a separate pledge document from the Foundation.  In theory, you could enter a "matching expectancy" on the branch pledge as you would for a corporate matching program.  However, those are not bookable or countable.


    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