Advancement · Community & Giving

Every name on the wall,
agreed in writing first.

A naming gift is a promise in both directions: the donor pays, the organization puts up a name and keeps it there. List every opportunity with its amount, how long the name lasts and where it stands, track what has been paid, and settle the policy points before a sign goes up.

Add an opportunityWhat you get
$19one-time · every device you sign in on
Buy · $19

Included with Caveat Classroom and Whole-school licenses. Or get it in the Development and giving kit, $39 for 19 items.

Your naming opportunities

The worked example is made up: a science wing campaign with the wing available, a chemistry lab pledged and 20% paid, a reading room in conversation and a scholarship named. Saved on this device only.

Loading the opportunity form. If nothing appears, turn on JavaScript.

What you get

Advancement · Community & Giving$19 · included with Classroom and Whole-school licenses

What you finish with
A record per opportunity: space or program, kind, gift amount, term, status, donor code, amount paid and seven policy points. Totals the inventory by status and the share of pledges paid; flags pledges with little paid, perpetual names on buildings with no replacement clause, sign wording to settle, board approval and endowed fund purposes.
Who it is for
Development directors, advancement staff, heads of school and nonprofit leaders planning or running a campaign.
Format
Browser inventory with a saved record per opportunity. Prints one opportunity’s sheet, the whole inventory in a table or a blank sheet; downloads a spreadsheet (.csv); exports and imports a file.
Access
$19 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the Development and giving kit ($39) and the Advancement Suite pass ($99), and 1 more bundle. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives
The Community & Giving space in Caveat Advancement.
Support
Questions about access, an order or a correction: team@caveatacademic.com.

How to use it

  1. List each space, program and fund.
  2. Set the amount on a stated basis.
  3. Choose how long each name lasts.
  4. Track status and payments by donor code.
  5. Settle the policy points before signage.

Add an opportunity

Setting the amounts

How naming amounts are often setOpportunityCommon basisName lastsBuilding or winga third to a half of the costits useful lifeRoom or laba share of the build-out costits useful lifeProgramseveral years of its budgetwhile the program runsEndowed funda principal that yields the awardin perpetuityBench, brick or plaquea set price lista set termHow naming amounts are often setBuilding or wingCommon basis: a third to a half of the costName lasts: its useful lifeRoom or labCommon basis: a share of the build-out costName lasts: its useful lifeProgramCommon basis: several years of its budgetName lasts: while the program runsEndowed fundCommon basis: a principal that yields the awardName lasts: in perpetuityBench, brick or plaqueCommon basis: a set price listName lasts: a set term
Bases differ by organization; what matters is a written policy applied the same way to every donor.

Perpetuity and buildings

Buildings are renovated and replaced; “in perpetuity” on a room can become a promise you cannot keep. Many organizations name spaces for their useful life and say in the agreement how the name is carried into a replacement, if at all.

Removing a name

A clear removal clause protects both sides: the name can come down if the pledge goes unpaid or if keeping it would seriously harm the organization’s reputation, after a conversation with the donor or family.

Sources

  1. Association of Fundraising Professionals. Code of Ethical Standards and Donor Bill of Rights (afpglobal.org).
  2. Council for Advancement and Support of Education. Gift acceptance and naming policy resources (case.org).
  3. National Council of Nonprofits. Gift acceptance policies (councilofnonprofits.org).
  4. Your school district’s board policy on naming facilities, for public schools.

The worked examples are made up. Your board-approved policies and gift agreements decide. Use codes for donors in shared files. This page is not legal advice. Nothing you type is sent to Caveat. Support: team@caveatacademic.com.