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Designated Annual Giving

  • 1.  Designated Annual Giving

    Posted 25 days ago
    Hello!

    I am looking for the current status of how you count gifts to the annual giving program at your organization (especially if you are a college/university).  I would be grateful if you could take a moment to answer a question for me. 

    I am curious, about which funds/areas are including when developing your annual giving dollar and participation goals?
    Do you include:
    1.  Unrestricted gifts only
    2. Unrestricted gifts and gifts to a predetermined list of other budget relieving funds that support student access
    3. All unrestricted and budget relieving gifts--including gifts to support student access and academics
    4. All unrestricted and budget relieving gifts--including gifts to support student access, academics, and athletics
    5. other--please share

    Thanks all!

    ------------------------------
    Tracy Rush
    Exec Dir Adv Services and Strategy Solutions
    Otterbein University
    trush@otterbein.edu
    ------------------------------


  • 2.  RE: Designated Annual Giving

    Posted 25 days ago
    Tracy, I believe you are after what distinguishes an annual fund program from an annual giving program.  You really cannot compare the two as they have entirely different foci.

    The traditional annual fund program had that office soliciting gifts for purely unrestricted use.  This program was what we had at Duke University.  There were one dozen or so such funds spread throughout the University.  Those funds had predetermined budgets established in concert with the business office-only gifts to those funds counted in our metrics.  However, contributions that came in for other funds "by accident" were recognized.  But they did not help us achieve our goals.

    These days, because of increasing difficulty in raising pure unrestricted gifts, we are seeing a shift in annual fund programs to annual giving programs.  This shift recognizes donors' interest in funding more restricted programs.  Although, when we made this shift at NC State, we included a couple of unrestricted funds in the mix.

    We had a process that annually determined what funds would be targets for the annual giving office that year, and goals were set for those funds.  We gave credit to the annual giving office, then, for every dollar that came as a direct result of a yearly giving solicitation.  And while there were specific goals for each fund (the majority were NOT unrestricted), we also counted gifts that came to other funds even if not on the direct mail piece.

    BTW, your list emphasizes "budget relieving."  Many institutions I work with do not focus on that definition.  Instead, they focus on a specific set of funds - unrestricted and restricted - for which goals are established at the beginning of the year.

    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






  • 3.  RE: Designated Annual Giving

    Posted 25 days ago
    See below for responses . . .

     About which funds/areas are including when developing your annual giving dollar and participation goals?

    RESPONSE: For participation - we count a gift to ANY FUND - unrestricted, restricted, capital, endowment

    For $$ goals:

    1.  Unrestricted gifts only

    RESPONSE: Our goals for the university/financial purposes is around unrestricted $$ as that's what helps the financials.  

    2. Unrestricted gifts and gifts to a predetermined list of other budget relieving funds that support student access
    3. All unrestricted and budget relieving gifts--including gifts to support student access and academics
    4. All unrestricted and budget relieving gifts--including gifts to support student access, academics, and athletics
    5. other--please share  

    RESPONSE: Our unrestricted and budget relieving (we call it budget sustaining) funds are all pre-defined and known as the budget is predefined, i.e. it is to purposes that already have a budget where any donations can offset that budget (i.e. not add to it)

    --
    Thomas Chaves
    Associate VP for Advancement Operations
    Office of Advancement
    Saint Joseph's University
    5600 City Avenue, Philadelphia, PA 19131

    O: 610-660-1255 | M: 610-316-6541 | tchaves@sju.edu
    SJU.edu





  • 4.  RE: Designated Annual Giving

    Posted 23 days ago

    At my prior organization, we fell into category #4 - All unrestricted and budget relieving gifts--including gifts to support student access, academics, and athletics.

     

    For instance, we often did crowdfunding campaigns, for specific department-related needs (such as funding a field trip related to one of the sciences). Those were all deemed to be put in the annual giving bucket.

     

    Robin

     

     

    Robin L. Onsa

    Consultant / Prospect Research

    Email:  robinonsa@msn.com

    Cell:     (415) 606-8134

     

     






  • 5.  RE: Designated Annual Giving

    Posted 23 days ago
    At Milton Academy our annual fund is budget relief. We are looking at moving to a program with restricted giving options this year, but those options would still be relieving department budgets, not augmenting them. We have a group of funds for augmentation.

    For those of you with restricted or designation options in your annual giving program, what buckets do you have? We want to be inclusive and cover options for our whole school's operations, but we don't have so many checkboxes that is confusing for donors.

    -Liz

    Liz Dixon-Eversole
    Director of the Milton Fund &
    Advancement Operations
    Milton Academy
    170 Centre Street
    Milton, MA  02186
    (w) 617.898.2374  








  • 6.  RE: Designated Annual Giving

    Posted 21 days ago
    Similar to Milton Academy, we're also looking into shifting from a budget relieving annual fund model to an annual giving model incorporating restricted funds. For those organizations that have recently made this transition, did you include both restricted funds and unrestricted funds under an "annual giving" umbrella? And, if so, what was the resulting effect on the unrestricted funds, compared to prior years?

    Ideally, fundraising would increase for all purposes. But upon proposing this new framework, I'm curious how best I can answer questions along the lines of, "If we add options for restricted giving alongside our unrestricted annual fund in our direct mail pieces, won't that take away from what we typically raise for our unrestricted annual fund?"

    If you've been down this road, what did you do to address those concerns?

    ------------------------------
    Nate Laning
    Director of Advancement Services
    Trinity Christian College
    nathan.laning@trnty.edu
    ------------------------------



  • 7.  RE: Designated Annual Giving

    Posted 19 days ago
    Nate, at one org where I was a board member, we approached lead funders who had given restricted gifts and asked them to make leading matching gifts. The way it worked was that we had the lead donors pledge unrestricted funds to match against restricted contributions from smaller donors. In effect, we were flopping the model on its head - big donors were giving unrestricted, which enabled us to offer smaller donors gift designation opportunities for the first time. We ended up raising more overall in both restricted and unrestricted contributions.


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