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    Re: Board members' information

    Posted by Ruth on 9/18/2009, 10:17 am, in reply to "Re: Board members' information"

    Hi Karen,

    Thanks for your thoughts. Those are good suggestions for narrative responses; I'll have to keep them in mind.

    I just sent the following ideas to some of our Executive Team members, and I thought they might be helpful for anyone else in the same boat...

    "...My thought is that as donors, board members are entitled to anonymity in their giving, if desired. However, as board members, they aren’t. The time to disassociate themselves from their gift is at the time the gift is made, not in a grant attachment.

    Depending on the level of confidentiality desired, they could choose to…

    ---Split their gift over two fiscal years, so it’s not reported as a single gift in a single FY.

    ---Give anonymously. Same program impact, but the gift would go under “anonymous” in our database and wouldn’t appear on a report. To explain zero giving for some board members, we could add a line on the attachment saying some board members give anonymously for personal reasons.

    ---Give anonymously in memorial/honor of someone else.

    I’d be happy to work with our Finance Director and board members to help them find the giving option that suits them best.

    But I don't want our foundations to feel like we don’t trust them, are second-guessing them, or are trying to hide information they obviously think is relevant for their decision making process."

    (Really don't mean to toot my own horn, here... I'm just always bummed when a thread ends abruptly, and I never find out how folks brainstormed and problem-solved to a solution...)

    Keep the ideas coming!

    Ruth
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