FundSvcs Community

We haven't seen an increase so far and we have seen a large dip in end of year gifts. *Bev* Beverly Lyles, MA Southern Nazarene University 6729 N.W. 39th Expressway Bethany, OK 73008 405-491-6606 *You miss 100 percent of the shots you never take*. - - Wayne Gretzky *Proud member of the Association of Advancement Services Professionals (AASP) **www.advserv.org* <https://urldefense.proofpoint.com/v1/url?u=http://www.advserv.org&k=6JSkda1SE0Yss6Wblf1qjA%3D%3D%0A&r=E5nya9TBDdcm5nMCqVfv5GvWzazKAi4OhketEPwnPqg%3D%0A&m=EiTrAtOWj642XyUqCO0P5bjfP9ek627BfaXY1ikGSXM%3D%0A&s=5d8c0bb220fbc46013b7a8d150800b6664d3cfeca1a9ad985a167ce4dbf4d982>* and the Association of Professional Researchers for Advancement (APRA) www.aprahome.org <http://www.aprahome.org>* On Wed, Jan 2, 2019 at 2:40 PM Ian Webster <iawebster@loyola.edu> wrote: > I’ve not run numbers but anecdotally I would concur. > > > > Also, I have seen A LOT of small gifts (<$500) from DAF’s. Much more than > I ever recall seeing. We had more than doubled the number of DAF gifts YOY > when I last compared in mid-November and my guess is that spread has only > increased. > > > > Ian > > > > > > > *Ian A. Webster *Director of Advancement Services > [image: cid:image001.gif@01CC09AF.D5BA87C0] > Loyola University Maryland > 4501 North Charles Street > Baltimore, MD 21210 > > Office: 410-617-2292 > > Mobile: 410-456-0460 > iawebster@loyola.edu > > www.loyola.edu > > > > [image: Facebook logo] <http://www.facebook.com/LoyolaMaryland> [image: > Twitter logo] <http://www.twitter.com/LoyolaMaryland> [image: Instagram > logo] <http://instagram.com/loyolamaryland> [image: Snapchat logo] > <https://www.snapchat.com/add/loyolamaryland> [image: YouTube logo] > <http://www.youtube.com/LoyolaMaryland>­ [image: LinkedIn logo] > <http://www.linkedin.com/edu/school?id=18552> > > > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Forrest, Aaron > *Sent:* Wednesday, January 2, 2019 3:30 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] Tax Law Change Impact on Giving > > > > Wow! Donors are smart. IRA distribution gifts are up 225% in volume and > 142% in amount YOY as of today. And we are still ~a week away from closing > December. It’ll be interesting to see the numbers when we close. Others > seeing similar? This jumped out at my Director because these receipts have > a manual processing step and there’s a LOT of them. > > > > Aaron > > > > Aaron Forrest CPA > > Senior Director Gift and Donor Services > > University of Rochester Office of Advancement > > Larry and Cindy Bloch Alumni and Advancement Center > > 300 East River Road > > Rochester NY 14627 > > Office 585.275.2799 / Fax 585-273-4558 > > Email aaron.forrest@rochester.edu > > > > [image: Description: Description: Description: > cid:image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/> > > P Please consider the environment before printing this email. > > Confidentiality Notice: This message, including attachments may contain > confidential information. Any unauthorized use, disclosure or distribution > is prohibited. > > >

Wow! Donors are smart. IRA distribution gifts are up 225% in volume and 142% in amount YOY as of today. And we are still ~a week away from closing December. It'll be interesting to see the numbers when we close. Others seeing similar? This jumped out at my Director because these receipts have a manual processing step and there's a LOT of them. Aaron Aaron Forrest CPA Senior Director Gift and Donor Services University of Rochester Office of Advancement Larry and Cindy Bloch Alumni and Advancement Center 300 East River Road Rochester NY 14627 Office 585.275.2799 / Fax 585-273-4558 Email aaron.forrest@rochester.edu [Description: Description: Description: cid:image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/> P Please consider the environment before printing this email. Confidentiality Notice: This message, including attachments may contain confidential information. Any unauthorized use, disclosure or distribution is prohibited.

I've not run numbers but anecdotally I would concur. Also, I have seen A LOT of small gifts (<$500) from DAF's. Much more than I ever recall seeing. We had more than doubled the number of DAF gifts YOY when I last compared in mid-November and my guess is that spread has only increased. Ian Ian A. Webster Director of Advancement Services [cid:image001.gif@01CC09AF.D5BA87C0] Loyola University Maryland 4501 North Charles Street Baltimore, MD 21210 Office: 410-617-2292 Mobile: 410-456-0460 iawebster@loyola.edu<mailto:iawebster@loyola.edu> www.loyola.edu<http://www.loyola.edu> [Facebook logo]<http://www.facebook.com/LoyolaMaryland> [Twitter logo] <http://www.twitter.com/LoyolaMaryland> [Instagram logo] <http://instagram.com/loyolamaryland> [Snapchat logo] <https://www.snapchat.com/add/loyolamaryland> [YouTube logo] <http://www.youtube.com/LoyolaMaryland> [LinkedIn logo] <http://www.linkedin.com/edu/school?id=18552> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Forrest, Aaron Sent: Wednesday, January 2, 2019 3:30 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Tax Law Change Impact on Giving Wow! Donors are smart. IRA distribution gifts are up 225% in volume and 142% in amount YOY as of today. And we are still ~a week away from closing December. It'll be interesting to see the numbers when we close. Others seeing similar? This jumped out at my Director because these receipts have a manual processing step and there's a LOT of them. Aaron Aaron Forrest CPA Senior Director Gift and Donor Services University of Rochester Office of Advancement Larry and Cindy Bloch Alumni and Advancement Center 300 East River Road Rochester NY 14627 Office 585.275.2799 / Fax 585-273-4558 Email aaron.forrest@rochester.edu<mailto:aaron.forrest@rochester.edu> [Description: Description: Description: cid:image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/> P Please consider the environment before printing this email. Confidentiality Notice: This message, including attachments may contain confidential information. Any unauthorized use, disclosure or distribution is prohibited.

I should look at that also. We've been seeing this trend for a while. The last time I did a chart for third party giving volumes, it made Al Gore's famous carbon emissions chart look tame. Aaron Aaron Forrest CPA Senior Director Gift and Donor Services University of Rochester Office of Advancement Larry and Cindy Bloch Alumni and Advancement Center 300 East River Road Rochester NY 14627 Office 585.275.2799 / Fax 585-273-4558 Email aaron.forrest@rochester.edu [Description: Description: Description: cid:image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/> P Please consider the environment before printing this email. Confidentiality Notice: This message, including attachments may contain confidential information. Any unauthorized use, disclosure or distribution is prohibited. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Ian Webster Sent: Wednesday, January 2, 2019 3:40 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Tax Law Change Impact on Giving I've not run numbers but anecdotally I would concur. Also, I have seen A LOT of small gifts (<$500) from DAF's. Much more than I ever recall seeing. We had more than doubled the number of DAF gifts YOY when I last compared in mid-November and my guess is that spread has only increased. Ian Ian A. Webster Director of Advancement Services [cid:image001.gif@01CC09AF.D5BA87C0] Loyola University Maryland 4501 North Charles Street Baltimore, MD 21210 Office: 410-617-2292 Mobile: 410-456-0460 iawebster@loyola.edu<mailto:iawebster@loyola.edu> www.loyola.edu<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.loyola.edu&d=DwMFAg&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=FeUMxdum3AkKh5DWGOaFa9UbjakJOdLEZOr-n5aFCB0&s=1-1fDeWNkm7AxUNhLF1DtDiR9ryMLPKM8xkB4i6ES_I&e=> [Facebook logo]<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.facebook.com_LoyolaMaryland&d=DwMFAg&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=FeUMxdum3AkKh5DWGOaFa9UbjakJOdLEZOr-n5aFCB0&s=2D-oFbmBA7XxzgruoOkfCsprXvz3bYikW_K62PAkTDA&e=>[Twitter logo]<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.twitter.com_LoyolaMaryland&d=DwMFAg&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=FeUMxdum3AkKh5DWGOaFa9UbjakJOdLEZOr-n5aFCB0&s=-2VpXOhPexPffUqNfb6CBAFNydOoni7LIr8FluDS_D4&e=> [Instagram logo] <https://urldefense.proofpoint.com/v2/url?u=http-3A__instagram.com_loyolamaryland&d=DwMFAg&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=FeUMxdum3AkKh5DWGOaFa9UbjakJOdLEZOr-n5aFCB0&s=y4Q90xnoN6cY8KrXufqfNHadYACmnyGEcUneyrE4OB8&e=> [Snapchat logo] <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.snapchat.com_add_loyolamaryland&d=DwMFAg&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=FeUMxdum3AkKh5DWGOaFa9UbjakJOdLEZOr-n5aFCB0&s=INii4-7xZ3KjFge375R9XqeytC2Vjzj0IjXUF_Anxmk&e=> [YouTube logo] <http://www.youtube.com/LoyolaMaryland> [LinkedIn logo] <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.linkedin.com_edu_school-3Fid-3D18552&d=DwMFAg&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=FeUMxdum3AkKh5DWGOaFa9UbjakJOdLEZOr-n5aFCB0&s=S4CQA9vtcIK1Jidd-G1zs9mWi-vVfVlNUiYoTZyIFlQ&e=> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Forrest, Aaron Sent: Wednesday, January 2, 2019 3:30 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Tax Law Change Impact on Giving Wow! Donors are smart. IRA distribution gifts are up 225% in volume and 142% in amount YOY as of today. And we are still ~a week away from closing December. It'll be interesting to see the numbers when we close. Others seeing similar? This jumped out at my Director because these receipts have a manual processing step and there's a LOT of them. Aaron Aaron Forrest CPA Senior Director Gift and Donor Services University of Rochester Office of Advancement Larry and Cindy Bloch Alumni and Advancement Center 300 East River Road Rochester NY 14627 Office 585.275.2799 / Fax 585-273-4558 Email aaron.forrest@rochester.edu<mailto:aaron.forrest@rochester.edu> [Description: Description: Description: cid:image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/> P Please consider the environment before printing this email. Confidentiality Notice: This message, including attachments may contain confidential information. Any unauthorized use, disclosure or distribution is prohibited.