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Gift Committment Processing
The processing of all pledge and gift records on the Advance Database is performed by the gift team of Advancement Services. These transactions are added based on a receipt of gift and pledge documentation from the Ohio University Foundation, the office of the Director of Development/Marketing of the College of Communications (WOUB), the office of Stewardship & Trustee Academy and the Director of Development for Annual Giving. As part of that function:
- We provide the basis for the generation of acknowledgements for donations and pledge payments
- We provide the data basis for the transfer of data into the Oracle Financials system
- We provide reports as required of pledge and gift transactions and a status of respective accounts
Alumni, staff and friends of the university may contribute gifts or make pledges via the Online Giving resource.
For the Ohio University Foundation, we reconcile all financial transactions to ensure the Advance system's transactions are consistent and that our financial presentations are mirrored in the Ohio University Foundation totals.
We produce Financial Reports that reflect all donations received by the university. These reports highlight the success of Annual Fund Giving and Campaign activity by a variety of segmented perspectives. University Advancement Senior Management staff use these reports in their many presentations to both the Ohio University community and the public at-large.
Acknowledgement and Giving Reports Retrieval
(Acknowledgement, Matching Gift, Unit Notification Letters)
A responsive system of acknowledgement and tracking of giving activity is essential to a successful development program. To that end, the "Access" acknowledgement system is replaced with an automated, web based acknowledgement system. The access to the respective reports is controlled by secure access. In the event you have a requirement to view or generate any of the respective Acknowledgement, Matching Gift, or Unit Notification Letters, contact the Director of Advancement Services systems administrator at 593-2461 to obtain permission for access.
To obtain copies of the following reports simply go to the Acknowledgement Reports page and log into the system.
Record of Transactions
- President's Office Letter (Pledge/Gift)
- VP Office of Advancement Letter(Pledge/Gift)
- Director Annual Giving Letter (Pledge/Gift)
- Director Planned Giving (Pledge/Gift)
- Stewardship and TA Letter (Pledge/Gift)
- WOUB Letter (Pledge/Gift)
- In Memory/Honor of Letter (Family Notification)
- Corporate Giving Letter
- Matching Gift Letter (Corporate)
- Matching Gift Card & Envelope (Individual)
- Matching Gift "Reminder Card"
- Unit Notification (Pledge/Gift Activity)
- Notifications of gift commitments by donor and account
- For a specific report on gift/pledge commitments by donor and/or account, utilize the report request form or contact the Director of Advancement Services through firstname.lastname@example.org.