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Friends: can we give GIK gift credit for the following items being provided to a faculty member? I'm waiting for confirmation to see if these items are being provided to him, or if he's being given an allowance to purchase the items (with the exception of the welcome bag, which I'm sure he'll be given at registration). Airfare valued at approximately $300. One night’s hotel stay at Deloitte University, including meals, beverage, and local ground transportation, valued at approximately $460. Symposium Welcome Bag valued at approximately $35. Incidental travel expenses (e.g., airport parking and mileage) valued at approximately $75.

There is insufficient information to really answer your question. The most important of which is, Why are these being given to the faculty member? And then, why "this" faculty member and not Miami to then determine how best to use the gifts/funds? And then, how do these benefit Miami and the mission? And then who is making the donation? Even if the purpose was appropriate and we conclude the benefit is to Miami and not a specific person, many of these items would not qualify as a gift depending on the donor (an airline could not claim a gift for a ticket; a hotel could not claim a gift for a room). And I seriously doubt the welcome bag is a gift at all if all attendees get it anyway. Let's hear more about what is going on here! John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Jan 3, 2019 at 9:18 PM Joan Walker <walkerje@miamioh.edu> wrote: > Friends: can we give GIK gift credit for the following items being > provided to a faculty member? > I'm waiting for confirmation to see if these items are being provided to > him, or if he's being given an allowance to purchase the items (with the > exception of the welcome bag, which I'm sure he'll be given at > registration). > > Airfare valued at approximately $300. > One night’s hotel stay at Deloitte University, including meals, beverage, > and local ground transportation, valued at approximately $460. > Symposium Welcome Bag valued at approximately $35. > Incidental travel expenses (e.g., airport parking and mileage) valued at > approximately $75. >

The faculty member is representing the university at a conference, making a presentation. The company sponsoring the conference is covering costs of all presenters . Joan > On Jan 3, 2019, at 9:33 PM, John Taylor <johntaylorconsulting@gmail.com> wrote: > > There is insufficient information to really answer your question. The most important of which is, Why are these being given to the faculty member? And then, why "this" faculty member and not Miami to then determine how best to use the gifts/funds? And then, how do these benefit Miami and the mission? And then who is making the donation? Even if the purpose was appropriate and we conclude the benefit is to Miami and not a specific person, many of these items would not qualify as a gift depending on the donor (an airline could not claim a gift for a ticket; a hotel could not claim a gift for a room). And I seriously doubt the welcome bag is a gift at all if all attendees get it anyway. > > Let's hear more about what is going on here! > > John > > John H. Taylor > Principal, John H. Taylor Consulting > 2604 Sevier St. > Durham, NC 27705 > johntaylorconsulting@gmail.com > 919.816.5903 (cell/text) > > Serving the Advancement Community Since 1987 > > >> On Thu, Jan 3, 2019 at 9:18 PM Joan Walker <walkerje@miamioh.edu> wrote: >> Friends: can we give GIK gift credit for the following items being provided to a faculty member? >> I'm waiting for confirmation to see if these items are being provided to him, or if he's being given an allowance to purchase the items (with the exception of the welcome bag, which I'm sure he'll be given at registration). >> >> Airfare valued at approximately $300. >> One night’s hotel stay at Deloitte University, including meals, beverage, and local ground transportation, valued at approximately $460. >> Symposium Welcome Bag valued at approximately $35. >> Incidental travel expenses (e.g., airport parking and mileage) valued at approximately $75.

I remain concerned about whether this benefits an individual or the University. I know for a fact that when I was asked to speak at conferences, and organizations paid my way, that it was considered a personal benefit even though I spoke as a representative of my employer. In fact, I often would receive a 1099 for those covered expenses regardless of whether I was also paid an honorarium. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Fri, Jan 4, 2019 at 12:28 PM Walkerje <walkerje@miamioh.edu> wrote: > The faculty member is representing the university at a conference, making > a presentation. The company sponsoring the conference is covering costs of > all presenters . > > Joan > > On Jan 3, 2019, at 9:33 PM, John Taylor <johntaylorconsulting@gmail.com> > wrote: > > There is insufficient information to really answer your question. The > most important of which is, Why are these being given to the faculty > member? And then, why "this" faculty member and not Miami to then > determine how best to use the gifts/funds? And then, how do these benefit > Miami and the mission? And then who is making the donation? Even if the > purpose was appropriate and we conclude the benefit is to Miami and not a > specific person, many of these items would not qualify as a gift depending > on the donor (an airline could not claim a gift for a ticket; a hotel could > not claim a gift for a room). And I seriously doubt the welcome bag is a > gift at all if all attendees get it anyway. > > Let's hear more about what is going on here! > > John > > John H. Taylor > Principal, John H. Taylor Consulting > 2604 Sevier St. > Durham, NC 27705 > johntaylorconsulting@gmail.com > 919.816.5903 (cell/text) > > Serving the Advancement Community Since 1987 > > > On Thu, Jan 3, 2019 at 9:18 PM Joan Walker <walkerje@miamioh.edu> wrote: > >> Friends: can we give GIK gift credit for the following items being >> provided to a faculty member? >> I'm waiting for confirmation to see if these items are being provided to >> him, or if he's being given an allowance to purchase the items (with the >> exception of the welcome bag, which I'm sure he'll be given at >> registration). >> >> Airfare valued at approximately $300. >> One night’s hotel stay at Deloitte University, including meals, beverage, >> and local ground transportation, valued at approximately $460. >> Symposium Welcome Bag valued at approximately $35. >> Incidental travel expenses (e.g., airport parking and mileage) valued at >> approximately $75. >> >

Ok thanks for the info. Joan > On Jan 4, 2019, at 12:35 PM, John Taylor <johntaylorconsulting@gmail.com> wrote: > > I remain concerned about whether this benefits an individual or the University. I know for a fact that when I was asked to speak at conferences, and organizations paid my way, that it was considered a personal benefit even though I spoke as a representative of my employer. In fact, I often would receive a 1099 for those covered expenses regardless of whether I was also paid an honorarium. > > John > > John H. Taylor > Principal, John H. Taylor Consulting > 2604 Sevier St. > Durham, NC 27705 > johntaylorconsulting@gmail.com > 919.816.5903 (cell/text) > > Serving the Advancement Community Since 1987 > > >> On Fri, Jan 4, 2019 at 12:28 PM Walkerje <walkerje@miamioh.edu> wrote: >> The faculty member is representing the university at a conference, making a presentation. The company sponsoring the conference is covering costs of all presenters . >> >> Joan >> >>> On Jan 3, 2019, at 9:33 PM, John Taylor <johntaylorconsulting@gmail.com> wrote: >>> >>> There is insufficient information to really answer your question. The most important of which is, Why are these being given to the faculty member? And then, why "this" faculty member and not Miami to then determine how best to use the gifts/funds? And then, how do these benefit Miami and the mission? And then who is making the donation? Even if the purpose was appropriate and we conclude the benefit is to Miami and not a specific person, many of these items would not qualify as a gift depending on the donor (an airline could not claim a gift for a ticket; a hotel could not claim a gift for a room). And I seriously doubt the welcome bag is a gift at all if all attendees get it anyway. >>> >>> Let's hear more about what is going on here! >>> >>> John >>> >>> John H. Taylor >>> Principal, John H. Taylor Consulting >>> 2604 Sevier St. >>> Durham, NC 27705 >>> johntaylorconsulting@gmail.com >>> 919.816.5903 (cell/text) >>> >>> Serving the Advancement Community Since 1987 >>> >>> >>>> On Thu, Jan 3, 2019 at 9:18 PM Joan Walker <walkerje@miamioh.edu> wrote: >>>> Friends: can we give GIK gift credit for the following items being provided to a faculty member? >>>> I'm waiting for confirmation to see if these items are being provided to him, or if he's being given an allowance to purchase the items (with the exception of the welcome bag, which I'm sure he'll be given at registration). >>>> >>>> Airfare valued at approximately $300. >>>> One night’s hotel stay at Deloitte University, including meals, beverage, and local ground transportation, valued at approximately $460. >>>> Symposium Welcome Bag valued at approximately $35. >>>> Incidental travel expenses (e.g., airport parking and mileage) valued at approximately $75.