4E | Handling those Tricky Gifts: Gift Processing Best Practices

Tuesday, Sept. 26
4:00 - 5:00 PM

Sector
Suitable for all sectors

Experience Level
Suitable for any level

Shop Size
Suitable for any size shop

Category
Gift acceptance/management

Your gift processor comes to you with a number of ever-popular problems. This check is printed with one name and the donation slip says it’s from a totally different person, and you've never heard of either of them. The receipt for that $500,000 gift was processed and mailed…and credited for $500. A stock gift comes in and no one has a clue who the donor is. And how do we do soft credit again?

There is no standard way that gifts come in. Many take some extra thought, as well as a studied look at your policies, to determine the best way to process and receipt them. Regardless, the bottom line is that we have to prove to donors that their troublesome gifts are special to our organization, and that means processing and receipting them accurately. Learn solutions to tricky gifts and share yours!

Lesley Erickson

Lesley Erickson is Director of Donor Relations for Concordia University, St. Paul. She has 25+ years of experience in donor relations. Lesley rebuilt the donor relations function at Concordia and has seen great success in its  implementation. Her motto is "I love my job because it's all about keeping the donors happy."