GIFT REPORTING & COUNTING

8.a. Daily Receipt Summary Report

The report summarizes all gifts processed for the day and is emailed to a distribution list managed by the Office of Advancement Services.

8.b. Weekly Stewardship Reports

The report summarizes all gifts processed for the week by Unit, Department and/or Fund. The report runs automatically and results are emailed Saturday mornings to the representative identified in Millennium.

8.c. Cash vs. Fundraising Progress Report

The report compares cash and fundraising progress received for a specified time. Fundraising progress is defined as all new gifts and signed agreement pledges. It does not include pledge payments received toward a signed agreement pledge. Cash is defined as all gifts received regardless of tender type excluding pledges.

8.d. VSE Survey

The Voluntary Support of Education (VSE) annual survey is the authoritative North American source of data on charitable giving to higher education and private K-12 institutions. The survey yields hundreds of variables related to fundraising in public and private colleges and universities and a small number of precollege institutions. The data is used to estimate national trends and for benchmarking by individual institutions.

8.e. USU Board of Trustees Reports

Fundraising reports provided to USU Board of Trustees four times a year include:

  1. Fundraising progress comparing present FY to prior FY.
  2. Major gifts received since the last report – includes amount, purpose and receiving division.

8.f. USU Foundation Board Reports

Fundraising reports provided to USU Foundation Board monthly include:

  1. Progress to goals from Reeher

8.g. Campaign Counting for USU Capital Campaign 2003-2012

  1. Campaign Reporting Standards
  2. Campaign Impact Report
  3. Chairs Established
  4. Donor Funded Buildings during Campaign
  5. Endowments Established

8.h. Recognition Hard Credit vs. "Soft" Credit on Reports

The term "credit" is a method the University uses to recognize the amount and type of a donor's contributions.

  1. Hard credit is recorded on the legal donor, who is the only entity able to deduct the gift for tax purposes.
  2. Soft credit can be given to any constituent the University chooses to recognize as "responsible" for the gift, without actually controlling the money.

8.i. Anonymity in reports

When a donor stipulates that the gift be anonymous, every effort should be made to maintain the requested level of anonymity.  The two levels of anonymity include:

  1. The donor requests the gift to be anonymous but also requests a charitable gift receipt.
    • The gift is recorded on the donor's record in the database and is tagged anonymous.
    • The donors' charitable receipt will state, "At your request, this transaction is designated as anonymous."
    • The donor's name will not appear on any gift report. The name and address will read "anonymous".
    • There will be no recognition and no stories in publications for the gift in question.
    • An acknowledgment letter, if the donor requests, is sent.
  2. The donor requests to be completely anonymous and does not care about receiving a charitable receipt.
    • The gift is recorded on the Anonymous Donor record in the database.
    • No charitable gift receipt is sent to the donor,
    • No recognition, no stories in publication,
    • No listing on donor wall other than "anonymous,"
    • No acknowledgment letter,
    • No soft credit in Millennium is linked to the donor's record, and

      1. Anonymity may not extend to:

        • Audits,
        • Government subpoenas for information, or
        • The USU Board of Trustees "need to know."

      2. Anonymity communication guidelines for receiving unit:

        • Unit must ensure that written, verbal and electronic communication does not compromise the donor and gift anonymity.
        • Unit must not promise or guarantee anonymity.
        • Unit must provide all documentation on anonymous donors and anonymous gifts to the Office of Advancement Services upon finalization of the gift.
        • Development officers should not record details of anonymous gifts in contact reports.
        • Development officer should ask the donor for stewardship preferences e.g., endowment reports, acknowledgment letter, and donor recognition.

8.j. Non-Governmental Grants and Contracts

Grants
Also known as specific grants, are received by the University resulting from grant proposals. The University has committed resources or services as a condition of the grant, and the grantor often requests an accounting of the use of funds and results of the programs or projects undertaken. Note: this requirement of reporting does not negate the philanthropic nature of a specific grant. Grants are included in the University fund-raising totals.

Contracts
Is an agreement between the University and another entity to provide an economic benefit for compensation. This agreement is binding and creates a quid pro quo relationship between the University and the entity. A clinical trial is also considered a contract. Contracts are excluded from the University fund-raising totals.