From: Douglas County Historical Society <dchs@douglashistory.org> Date: Thu, 30 Jul 2020 08:13:09 -0500 Message-ID: <CAOJc7HuYp=AKze7OzeL8KKvB+4G+xz9vL-HxZJ_JATkJ4QwtnA@mail.gmail.com> Subject: Re: Policy for Donations "in memory of"
We look to try and accommodate the wishes of the family with maybe a
suggestion of a broader scope of the funds use.
As for the significant life events, our board usually takes up a collection
among board members to send flowers for a funeral. We often just send a
card signed by the members of the board. A board member that was close to
the person might just get a card for us to all sign for other significant
life events. We have a policy not to use organizational funds.
Jon Winter
Douglas County Historical Society
1101 John Avenue Superior WI 54880
Business Manager
715-392-8449
On Thu, Jul 30, 2020 at 7:53 AM David Totten <djtotten@earthlink.net> wrote
:
> Our society, like most, gratefully receives unsolicited memorial donation
s
> 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. Th
e
> problem may become further complicated if the original donor’s ch
ecks are
> made payable to the deceased family, and the society receives the sum fro
m
> 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
>
> djtotten@earthlink.net
>
> Web: newberlinhistoricalsociety.org
> <http://www.newberlinhistoricalsociety.org/>
>
> Facebook: New Berlin WI Historical Society
>
>
>