Rethinking the Strategy for Complex Gift Agreements

As the total number of gift agreement requests received by NC State’s Office of Donor Services increased, the disruptive impact of the most complex and time-consuming agreements was magnified across the team. To proactively address the issue, our office implemented a multifaceted strategy that reshaped our partnership with development officers, and which included an internal system of prioritization and escalation, easily accessible resources for common issues, and a plan for direct involvement in the negotiation of the most complex agreements.

Learning Objectives

• Attendees will learn key red flags of gift agreement complexity, as well as key opportunities for standardization.
• Attendees will learn strategies for restructuring the processing of complex gift agreements.

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Presented By

Sarah Thomas, Director of Donor Services | NC State University

Sarah Thomas oversees the operations of gift agreements, corporate and foundation agreements, naming opportunities, endowment reporting, and the distinguished professorship program. Prior to joining NC State, Sarah was the Project Manager of Gift Management at the University of Houston. She has more than 15 years of non-profit experience and more than seven years of higher education experience.  Currently, she also hosts a monthly call entitled “Hot Topics in Donor Relations/Gift Administration Compliance''. She has been an active volunteer for CASE, aasp, and ADRP. She holds a bachelor's degree in Anthropology from Baylor University. 

Brian Davis, Associate Director of Donor Services | NC State University

Brian Davis is an Associate Director of Donor Services at NC State University, where he manages standard gift agreements, legacy pages, and naming operations, as well as three staff who work in those areas. Brian was previously the Director of Donor Relations & Stewardship at UNC Asheville, where he spent over 12 years in various roles and won the AC Reynolds Award for Service to the University in 2006. He additionally served several times on the planning committee for the UNC Advancement Symposium. Brian graduated from UNC Asheville with a BA in Mass Communication and from Western Carolina University with a Master of Project Management.

Christopher Resh, Senior Donor Services Specialist | NC State University

Christopher Resh is a Senior Donor Services Specialist at NC State University, where he has coordinated gift agreement approvals, as well as improvements to that process, since 2019. He also represents University Advancement on NC State’s Staff Senate. Christopher previously worked at the UNC System Office in roles supporting the Office of the President and the Board of Governors, and in particular the board’s then-newly-convened Committee on Historically Minority-Serving Institutions. In his free time, when he isn’t drawing, Christopher can often be found on and around the Blue Ridge Parkway.

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