Gift Receipting

I'm wondering how much effort is reasonable for researching to discover the "donor" behind a third-party gift (gift made on behalf of a donor)? Also, sometimes these gifts are under $100. What are other organizations' best practices for this?

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  • Rachel Cavalier
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    Pretty much exactly as Chris said - only as far as the limit of “not too creepy" allows!

  • Keith Wilson
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    Chris Nungesser:
    I will note that I wrote “medium” amount of time/effort. I think there is a limit where, even if I felt that it was worth my time, it might be weird to reach out to the donor. Like if I can't reasonably explain how I have their contact information. It doesn't serve us if we creep the donor out. So I try to know that limit.

    YES!!! This ☝☝☝

  • Faith Murray
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    Chris Nungesser:

    I will note that I wrote “medium” amount of time/effort. I think there is a limit where, even if I felt that it was worth my time, it might be weird to reach out to the donor. Like if I can't reasonably explain how I have their contact information. It doesn't serve us if we creep the donor out. So I try to know that limit.

    Chris ?

    Yep, well said, @Chris Nungesser! If a donor would say, “How the heck did you get my number??” it's best to let it lie. ?

  • For stewardship purposes we always try to identify the donor of third-party gifts and it's usually not too difficult. It's not for receipting purposes as they wouldn't need a tax receipt from us but we try to thank all gifts. As we're a school, all our donors are known to us already so we don't need to worry about being creepy.

  • So nicely said! Makes me think about my level of creepy to fill in blanks on constituent records. ?

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