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Example Gift Acknowledgement Policy .pdf


Original filename: Example Gift Acknowledgement Policy.pdf
Title: 3/1/12
Author: Sarah Corica

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Donor Relations Gift Acknowledgement Policy 3/1/12

Individual Gifts and Pledges




Outright gifts and pledges of $25,000 and above will be acknowledged with a personalized
letter from the Chancellor (CH).
Gifts of $1,000+ from VIP donors (BOT, etc.) will be acknowledged by the CH per the CH
Acknowledgement tag on an Advance record.
Pledge payments made by individuals or individuals receiving soft credit will not be
acknowledged by Donor Relations unless it is a final pledge payment completing a pledge of
$25,000 or more, which will receive a CH acknowledgement.
o Transformational gifts, ex: at the Holladay Society level, will receive additional
pledge payment acknowledgements.

Corporate Gifts and Pledges




Corporate and foundation gifts and pledges (where no individual receives soft credit) will
generally not be acknowledged by Donor Relations.
Individuals who receive soft credit for a corporate or foundation gift or pledge at $25,000+
will be acknowledged by the CH.
When no individual receives soft credit, Donor Relations will consider requests for CH
acknowledgment letters for corporate and foundation gifts and pledges at $100,000 and
above.

Policy Changes to Note




Individual gifts or those receiving soft credit for corporate or foundation gifts of $5,000 to
$24,999 will no longer automatically be acknowledged by the Vice Chancellor of University
Advancement (VC). Individual gifts below $25,000 will be acknowledged with a letter from
the VC at his discretion.
o Donor Relations will maintain a VC Acknowledgement tag in Advance and will
produce a report of all gifts between $5,000 and $24,999 from donors with this tag.
o This report will be sent to the VC for review, and Donor Relations will create
acknowledgement letters for these gifts per the VC’s request. At this time, the VC has
indicated that in most cases he will do a hand-written note.
DOs will now have a review deadline of 5 days. If that deadline is not met, the letter will
move forward to the VC or CH without DO approval.

Other Gifts


Donor relations will consider requests for VC acknowledgement letters for gifts of $5,000 to
$24,999 and other ad hoc letters regardless of gift level or giving in general, as has been the
policy to date.


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