From: "David Totten" <djtotten@earthlink.net> Subject: Policy for Donations "in memory of" Date: Wed, 29 Jul 2020 11:36:36 -0500 Message-ID: <003801d665c6$6d9bdef0$48d39cd0$@earthlink.net>
Our society, like most, gratefully receives unsolicited memorial donations
in honor of, or in memory of, a deceased. We consider these funds were given
to advance the mission of the society and to be used solely at the Board of
Director's discretion.
Occasionally, we encounter a situation where the deceased family thinks
otherwise, and lobbies to direct funds to a purpose they have in mind. The
problem may become further complicated if the original donor's checks are
made payable to the deceased family, and the society receives the sum from a
check drawn on the deceased family's account.
This is a delicate situation, particularly when the deceased has long
rendered time, talent, and other support to benefit the society.
We are seeking guidance on this issue. Do you have a written policy in
place? Comments appreciated.
An ancillary issue arises over whether there is to be a group
acknowledgement of significant life events affecting, say, a board member,
and if so, what is the funding source? Providing flowers for a funeral is a
good example.
Do you have a policy in place? Again, your comments are solicited.
David Totten
President, Board of Directors
New Berlin Historical Society
<http://www.newberlinhistoricalsociety.org/> Web:
newberlinhistoricalsociety.org
Facebook: New Berlin WI Historical Society