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Who Can Make a Pledge - 4th Revision

  • 1.  Who Can Make a Pledge - 4th Revision

    Posted 16 days ago
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    Many of you have been around long enough to have seen all versions of my paper, Who Can Make a Pledge - And Who Can Pay It Off?  I first wrote it in 2005.  I last updated it in 2019 to address IRS guidance regarding DAFs.

    Attached is the latest version.  With the recent publication of the new CASE Standards, I needed to update those references.  Further, CASE, for the first time, discusses nonbinding letters of intent.  So, I have added that material and my suggested pledge language, which I have previously shared separately.

    Enjoy!

    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

    Attachment(s)



  • 2.  RE: Who Can Make a Pledge - 4th Revision

    Posted 15 days ago
    Thank you John!

    I was fresh to the philanthropy and advancement world when your first version came out and always appreciate the wisdom that you share.

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    Melody Esposito
    Technical Coordinator, Development Systems
    Yale New Haven Hospital
    melody.esposito@ynhh.org
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