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  • 1.  Organizational Giving Policy

    Posted 07-26-2016 08:48 PM

    Hello,

    I would like to find out what other Museums are using for their organizational giving policies for large donations that do not come with donor specified designation? Ours has not been updated since 2007, and is not only out of date, but our needs have shifted since that time. I would be interested in seeing language, percentages of distribution, format, etc.

    We do already have a few established, non-restricted endowments so we will absolutely include those, but as many museums, our major and immediate need is annual operating funds. I am interested in hearing how others are structuring larger donations amongst their immediate needs vs. investments.

    Lastly, at what level do you consider as 'large' to be considered under your giving policy. Anything above $5K, $10K, $20K?

    Thank you for any feedback you're able to provide.

    Sincerely,

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    Katharine Hensler
    Executive Director
    Harbor History Museum
    Gig Harbor WA
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  • 2.  RE: Organizational Giving Policy

    Posted 07-27-2016 06:29 AM

    Good morning, Katharine. A bit more context would be helpful. What is the source of the unanticipated windfall? A realized bequest? Living donor? Institutional funder? 

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    Laura MacDonald
    President
    Benefactor Group, LLC
    Columbus OH

    Original Message