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Giving Circles

  • 1.  Giving Circles

    Posted 11 days ago
    Hi everyone,

    We have some interest from donors in starting a Giving Circle and donating to the college.  Does anyone have experience in recording these types of group gifts in their database?  I'm specifically looking for information about hard crediting, soft crediting, and receipting. 

    Thanks in advance!
    Christy


    ------------------------------
    Christy McCallum
    cmccallu@PROVIDENCE.EDU
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  • 2.  RE: Giving Circles

    Posted 11 days ago
    Christy, I think your Advancement office first needs to sit down and discuss whether you want to encourage this sort of activity.  I am not saying that you shouldn't.  But if you do, the mechanics must be well thought through with a management structure led by your division.  You cannot let these groups "run rouge."

    Furthermore, if left unchecked, I have seen these programs ultimately erode whatever annual giving program you have.  The circles capture YOUR donors, who then believe they do not need to make their regular annual fund contributions.

    How you enter the gifts in the database will depend on how you structure the program.  If akin to a class agent program with those "agents" serving as advancement surrogates, the gifts are from the individuals.  If the circles are left untethered, you may have to use soft crediting.

    I would look into the download community at the various third-party fundraising policies for a bit of guidance.  But I'd be careful to avoid the tail wagging the dog.

    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: Giving Circles

    Posted 11 days ago
    Make that rogue, not rouge.  I love spell-check.  I now need a "meaning check" app!

    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


    On Tue, Jan 14, 2020 at 6:48 AM John Taylor <johntaylorconsulting@gmail.com> wrote:
    Christy, I think your Advancement office first needs to sit down and discuss whether you want to encourage this sort of activity.  I am not saying that you shouldn't.  But if you do, the mechanics must be well thought through with a management structure led by your division.  You cannot let these groups "run rouge."

    Furthermore, if left unchecked, I have seen these programs ultimately erode whatever annual giving program you have.  The circles capture YOUR donors, who then believe they do not need to make their regular annual fund contributions.

    How you enter the gifts in the database will depend on how you structure the program.  If akin to a class agent program with those "agents" serving as advancement surrogates, the gifts are from the individuals.  If the circles are left untethered, you may have to use soft crediting.

    I would look into the download community at the various third-party fundraising policies for a bit of guidance.  But I'd be careful to avoid the tail wagging the dog.

    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