Reunion Gift Counting Guidelines
Anniversary Reunion Year Gift Counting Guidelines
To further promote Clarkson University’s reunion giving program, and to provide clear, fair and consistent guidelines for alumni and fundraising staff, a comprehensive, multi-year approach to crediting annual, capital and deferred gifts has been outlined for all anniversary (5-year) reunion classes. This approach recognizes the importance of each donor’s individual philanthropic plan and timeline, while at the same time maximizes the impact reunion class gifts can have at Clarkson and in the Evolution to Excellence (E2E) fundraising campaign. All eligible gifts will follow the documentation and counting guidelines established for the E2E comprehensive fundraising campaign.
July 1, 2007
- Annual gifts and pledges of up to five years count when made in the anniversary reunion year.
- Capital gifts and pledges (generally $25,000 and above) count within 2 years before the anniversary reunion.
- New deferred (estate) gifts (with documentation based on campaign counting guidelines) may count in the next anniversary reunion whenever made, or made known, to the University.
- Pledges/gifts may count in only one anniversary reunion. Matching gifts for eligible pledges/gifts will count as well.
- During any anniversary reunion year, alumni may pledge out (up to) an additional 4 years beyond the reunion and have the entire amount (annual and capital) of their pledge count in the reunion totals. No minimum pledge amount is required.
- For alumni who have made multi-year annual pledge agreements in advance of the reunion that include giving for the reunion year and beyond, only the pledge for the reunion year and beyond would count in the total. For example, a $5,000 (5-year) pledge starting in the 37th reunion year would allow pledge payments in years 40 and 41 to count in 40th anniversary reunion totals.
- Alumni may make or pledge (up to 5 years) a capital gift (generally $25,000 and above) up to 2 years before their anniversary reunion year and have the gift count in anniversary reunion fundraising totals. For example, a $25,000 gift pledged over five years in the 43rd reunion year may count in 45th reunion fundraising totals.
- For alumni who have made multi-year capital pledge agreements in advance of the reunion that include giving for the reunion year and beyond, only the pledge for the 2 years before reunion and the reunion year and beyond would count in the total. For example, a $25,000 (5-year) pledge starting in the 37th reunion year would allow pledge payments in years 38 through 41 to count in 40th anniversary reunion totals.
- If the final payment of a multi-year capital pledge from a previous anniversary reunion falls in the next anniversary reunion counting period and the entire pledge was credited to the previous anniversary reunion, the cash gift made that year will not count in the next reunion.
- Deferred (estate) gifts made or pledged during the anniversary reunion year may count in fundraising totals. Documentation and/or a Statement of Testamentary Pledge is required. New deferred gifts (such as bequests, life insurance, retained life estates, gift annuities and charitable remainder trusts) made, or made known, between anniversary reunions will count in the upcoming anniversary reunion year (unless they have counted in a previous reunion).
- Clarkson couples in different class years may elect to split their gift between their respective anniversary reunions based on the above guidelines.
- For non-alumni widow or widowers who make gifts to Clarkson in the anniversary reunion year of a deceased spouse, credit will be given to the deceased spouse’s reunion class. Individuals classified as "Alumni Friends" and connected to a reunion year will be considered alumni for purposes of these guidelines.
- Exceptions to these guidelines will be reviewed by the University Gift Acceptance Committee.
Anniversary reunion gifts may count in the Evolution to Excellence fundraising campaign and towards Roundtable annual recognition. Contact the Annie Clarkson Society for help related to your unique circumstances.
BNY Mellon Wealth Management
Donor's Bill of Rights
Gift Annuity Rates
Reunion Counting Guidelines
Sample Bequest Language
We Ensure the Experience
E2E Counting Guidelines