The story’s told that one New Year’s Eve in the mid-1980s a Penn alum roamed the deserted campus with a grocery sack of cash, looking for someone who could accept his year-end gift.
Have you reviewed end-of-year gift processing with your development team, your mail-room staff, your gift processing staff, your institution’s stock broker? What do you still need to do to make last-minute giving easy for your procrastinating constituents?
Have you targeted your 70.5 + constituents with tax-wise advice about making QCDs from their IRAs to reduce their taxable RMDs?
Have you run a report of all your constituents who made year-end gifts last year so you can encourage them to repeat before this tax year runs out?
What important donors need a personal phone call from the CEO, the CDO, or the Board Chair during the holidays to thank them for their support during the year?
The Penn alum eventually found someone working late in the Alumni office, turned over the sack of money, and got a receipt. What the Alumni staffer did with the grocery sack after that has not been recorded.