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DocuSign Gift Agreement User Group and Brain Dump

  • 1.  DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 07:26 AM
    Good morning, 

    I am sure you have seen many of my emails about implementing DocuSign for gift agreement in a hurry due to the Coronavirus Disease 2019 (COVID-19) and donors not able to sign-gift agreements. I was wondering, if anyone would be interested in starting a DocuSign Gift Agreement User Group, where we could trade secrets of the trade and help each other. Also, would anyone be interested in joining me on a Zoom call on Monday (time to TBD) to discuss setting up DocuSign with gift agreements and people who have done it, share how they got it up and running? People can also discuss some of their pain points with DocuSign and maybe we can help each other?

    ------------------------------
    Sarah Thomas
    Director Donor Services
    North Carolina State University
    srthoma3@ncsu.edu
    ------------------------------


  • 2.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 07:54 AM
    We have been using docusign for a few years for gift agreements so happy to share how it's working for us

    monday doesn't work for me at this time 

    maybe gather interest, set up  a doodle poll to find a good time for most?

    or feel free to reach out

    thx

    --

    Thomas A. Chaves
    Saint Joseph's University
    Associate Vice President for Advancement Operations
    p/610-660-1255; c/610-316-6541

    Live greater. 






  • 3.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 08:32 AM
    I'd be interested in talking more. Setting up DocuSign was on my to-do list for July 2020, but it makes sense to try to move this forward now.

    -Liz

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






  • 4.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 08:52 AM
    Please add me to this DocuSign user group. It seems like this has gotten a lot of traction in the past couple weeks.

    ------------------------------
    Casey Myers
    Business Systems Analyst
    University of Illinois Foundation
    cmyers@uif.uillinois.edu
    ------------------------------



  • 5.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 08:57 AM
    We don't currently use docusign for gift agreements (so I have nothing of value to contribute to the discussion) but I'd love to learn more to bring to my team!

    Jill Doub
    Advancement Services Coordinator
    pronouns: she/her/hers
    Warren Wilson College
    CPO 6376 | PO Box 9000 | Asheville, NC 28815
    828-771-2052

    If you would like to make a gift to the College, please visit https://www.warren-wilson.edu/giving/make-a-gift/.









  • 6.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 09:11 AM

    Add me on if there is a group please

     






  • 7.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 09:33 AM

    I would also like to be added to the Docusign Gift Agreement User Group please.

    Thank you,

    Peggy Daly

    pdaly@whoi.edu

    Director of Advancement Services

    Woods Hole Oceanographic Institution

    508-289-2621

     






  • 8.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 09:36 AM

    I'd like to be added to this group!

     

     

    Thanks,

    Erin

     

    Erin Genide David

    egenide@colum.edu

    O: 312-369-7589

     






  • 9.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 10:03 AM

    Ditto---this was also on my to do list for April...

     






  • 10.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-24-2020 07:59 AM
    Please add me to this group.  Thank you!

    Martha Lauria





  • 11.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-24-2020 08:03 AM
    Please add me to this group

    Thanks
    Liz





  • 12.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-27-2020 12:01 AM
    Please add me to the group!

    Thanks!

    ------------------------------
    Nancy Randazzo
    Director of Gift and Fund Administration
    University of Montana Foundation
    nancy.randazzo@SUPPORTUM.ORG
    ------------------------------



  • 13.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-25-2020 06:36 AM
    Hi, please add me to the group

    Art Gerstein
    DonorTek External Affairs
    art.gerstein-contractor@donortek.com
    Donortek.com
    ReceipterPro.com
    Direct Line (203) 246-7040
    Main Office (828) 581-0225




  • 14.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-25-2020 08:35 AM

    Please add me as well. 

     

    Thank you,

     

    Karen Dreessen

    Advancement Services Manager

    _____

     

    Morningside College

    1501 Morningside Ave., Sioux City, IA 51106

    o: 712-274-5107 |  morningside.edu

     

    The Morningside College experience cultivates a passion for lifelong learning and a dedication to ethical leadership and civic responsibility.

     

    Morningside College does not provide tax, legal or accounting advice. Any information above has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

     






  • 15.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 09:38 AM
    I've had this on my to-do list as well. Please add me to this user group. Thanks!

    ------------------------------
    Kate Lynch
    Director of Advancement Services
    Concord Academy
    kate_lynch@concordacademy.org
    978-402-2450
    ------------------------------



  • 16.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 10:12 AM
    I'd like to join this discussion as well.
    Serena Livingston
    Recording Secretary
    Director of Gift Administration
     401-454-6325 | slivings@risd.edu


    ------------------------------
    Serena Livingston
    Director of Gift Administration, Recording Sec
    Rhode Island School of Design
    slivings@risd.edu
    http://www.risd.edu
    ------------------------------



  • 17.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 10:44 AM
    Me too please.


    Thank you,
    Isaac Shalev
    CRM Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:







  • 18.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 10:46 AM
    Same, and thank you.

    Krista Llewellyn, MA
    Director of Advancement Services
    University Advancement
    kllewellyn@atsu.edu
    660.626.2507









  • 19.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 10:53 AM
    Good morning,

    We had such a great response for a DocuSign Gift Agreement User Group call we have developed a signup sheet, so we can manage. 


    Feel free to signup. Tomorrow I will send a Zoom Call invite tomorrow to everyone. 





  • 20.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 10:58 AM
    Hi Sarah,

    At a previous institution, we started having agreements signed through AdobeSign. I believe it's pretty much the same thing. We didn't run into any problems. In fact, the tracking abilities it offered were extremely valuable. We knew when the donor opened the email, for instance. Also, it would be automatically sent to the next person who needed to sign it once the preceding person had signed it.

    Clearly, we didn't send agreements via AdobeSign to donors who were not technologically adept. I never had any questions from donors about how to fill out the forms once they received them, either.

    Were there specific concerns you had that may be applicable to both AdobeSign and DocuSign?--Bill

    ------------------------------
    Bill Wong
    bill.wong@tjc.edu
    ------------------------------



  • 21.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 12:54 PM
    Edited by Mark Walcott 03-20-2020 12:54 PM
    All,

    I've recently started using the FormStack platform which can be a good tool for not only getting digital signatures (InSuresign).  An additional consideration when selecting a platform (if you don't have "Docusign") is what your institution supports for accepting digital signatures.  Many of the platforms i've used (including Docusign) must include API access to support integration with other systems.

    Some additional platforms for Digital Signature:
    • Hellosign.com*
    • Insuresign* (now owned by Formstack)
    • AdobeSign
    *Platforms i've personally used.

    ------------------------------
    Mark Walcott
    Executive Director, Advancement System & Reporting
    University of Houston
    ..::Proud aasp Board Member::..
    ------------------------------


  • 22.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-20-2020 01:40 PM

    I would add a vote of confidence for FormStack for administering electronic forms. I have implemented this solution at a previous employer and works well and has over 40 integration partners.

     

    Jason

     


    Jason Boley
    Senior Vice President
    Office: 952-921-0111
    Direct: 612-928-2376

    www.bwf.com

     

     

     






  • 23.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-25-2020 11:03 AM
    Edited by Sarah Thomas 03-25-2020 11:03 AM
    Good morning,
    We had way more people attend yesterday than registered (so I don't have everyone's email who attended) and I want to thank everyone for attending yesterday's call and I hope that people found it helpful. We nearly had 100 people attend. I also sent an email to all the participates last night but I think it went to everyone's spam. 


    There has been a request for some regular calls to help people get set up and to up a demo for this week. We are looking to have frequent calls during this time to help people get set up because of the high need for this right now. I have contacted my sales rep and asked for a demo and hope to hear back. We are hoping to set up a call on Thursday or Friday. Please complete the Doodle Poll, if you are interested in signing up for the demo. Jason Boley will be sending out the next one. 

    If you have any interest in participating in a monthly call around gift agreements, endowment reporting, naming or gift compliance, I am gauging interest so feel free to complete this poll. I think my vision for the calls is to have a topic set for each month for 30 min. (e.g., how to explain underwater endowments this year in endowment reporting, how to clean up old gift agreements that are no longer awardable, DAF Gift Agreements, Naming, etc.) and 30 min. have a time where people can come together and problem solve things they are having issues with (e.g., A donor has requested a complicated donor intent and someone does not know how to craft it and want advice). I feel like many people are struggling with this stuff and need support and this is a place where we can help regularly. 
     

    Please feel free to complete the Gift Agreement Benchmarking Survey by April 10, the more data that we gather the better results we will have to share. 

    Please feel free to share your documentation and envelope messaging with the group. I would love to see all the different standardized envelope messages. I am working on finding a way to share the recording but it is too large to email.


    I have shared some of our documents but just as a reminder, we are on one public system for the state, we oversee 11 Foundations gift agreements at NC State and we are very decentralized, so our processes are probably more complicated than most people need it to be :). 


    I can not thank enough all the people who attended. 


    ------------------------------
    Sarah Thomas
    Director Donor Services
    North Carolina State University
    srthoma3@ncsu.edu
    ------------------------------



  • 24.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-26-2020 10:52 AM

    Good morning!

    I spoke with Sarah Thomas and others on the call for the Docusign User Group and wanted to ask group/Sarah a question about branding. I felt like this was the appropriate place to ask this question as people who are working on getting this up quickly can hopefully work with the veterans of DocuSign. 

    I am working on branding our emails and the signing page with logos, but I am having some trouble with the sizing of the logo on our signing page. I remember Sarah mentioning in the call that she had done all of your branding for NC State. I was interested in what your signing page or others looks like and if anyone has had the same issues below? 

    In the DocusSign Spec it shows -Recommended  dimensions: 296 x 76 pixels (larger images will be resized).

    I have added several different sizes including one that it exactly 296 x 76 but it keeps rendering as 148 x 38. I looked at the code(inspect element) on the signing webpage (which I don't have any control over) and it shows a max-width: 148px; and max-height: 38px; 

    Any suggestions or comments appreciated. 

    Thanks,
    Casey



    ------------------------------
    Casey Myers
    Business Systems Analyst
    University of Illinois Foundation
    cmyers@uif.uillinois.edu
    ------------------------------



  • 25.  RE: DocuSign Gift Agreement User Group and Brain Dump

    Posted 03-26-2020 11:40 AM
    This is an ongoing issue w Docusign since at least 2016, you can see many discussions in their support group here:  https://support.docusign.com/s/search#iaf-nav:action=search&q=logo&maxresults=1000&regxpag=10&tab=Community 

    Basically, the only thing that seems to work is to get rid of EVERY logo you've uploaded and then re-upload in the correct size. 


    Thank you,
    Isaac Shalev
    CRM Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now: