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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.



    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


  • 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.

    Melody Esposito
    Technical Coordinator, Development Systems
    Yale New Haven Hospital