FundSvcs Community

We're reviewing our policies and procedures and are interested in how other organizations record gifts of service and gifts of partial interest, which are not tax-deductible and not countable. We use Raiser's Edge, in case any other RE users want to provide specifics. Carol BC Jones Manager, Development Data and Reporting Institutional Relations and Development University Hospitals 11100 Euclid Avenue Mailstop: WLK-5062 Cleveland, OH 44106 Carol.Jones2@UHhospitals.org

Many of my clients will enter soft-credit only for these. However, some development systems do not allow soft-credit when there is no legal gift. So for those systems, I suggest creating a non-gift gift type (NG in most cases) and recording the gift using that. Of course, that also means having to change all of your reports and receipt programs to ignore that gift type. I also strongly suggest that recording these should be the exception rather than the norm. My personal stance is to not record them unless they would make a meaningful difference to their recognition level. 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 Tue, Feb 12, 2019 at 1:51 PM Carol Jones <Carol.Jones2@uhhospitals.org> wrote: > We're reviewing our policies and procedures and are interested in how > other organizations record gifts of service and gifts of partial interest, > which are not tax-deductible and not countable. > > We use Raiser's Edge, in case any other RE users want to provide specifics. > > Carol BC Jones > Manager, Development Data and Reporting > Institutional Relations and Development > University Hospitals > 11100 Euclid Avenue > Mailstop: WLK-5062 > Cleveland, OH 44106 > Carol.Jones2@UHhospitals.org >

A nice thank you letter with no mention of value or implied deductibility, for sure. John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On Feb 12, 2019, at 2:24 PM, Jones, Carol B <Carol.Jones2@uhhospitals.org> wrote: > > Thanks John. I assume you would still acknowledge these since, even if not tax-deductible, from the donor’s perspective, they made a gift – correct? > > Carol > > From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of John Taylor > Sent: Tuesday, February 12, 2019 2:00 PM > To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG > Subject: Re: [FUNDSVCS] Recording Gifts of Service > > Many of my clients will enter soft-credit only for these. However, some development systems do not allow soft-credit when there is no legal gift. So for those systems, I suggest creating a non-gift gift type (NG in most cases) and recording the gift using that. Of course, that also means having to change all of your reports and receipt programs to ignore that gift type. > > I also strongly suggest that recording these should be the exception rather than the norm. My personal stance is to not record them unless they would make a meaningful difference to their recognition level. > > 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 Tue, Feb 12, 2019 at 1:51 PM Carol Jones <Carol.Jones2@uhhospitals.org> wrote: > We're reviewing our policies and procedures and are interested in how other organizations record gifts of service and gifts of partial interest, which are not tax-deductible and not countable. > > We use Raiser's Edge, in case any other RE users want to provide specifics. > > Carol BC Jones > Manager, Development Data and Reporting > Institutional Relations and Development > University Hospitals > 11100 Euclid Avenue > Mailstop: WLK-5062 > Cleveland, OH 44106 > Carol.Jones2@UHhospitals.org > Visit us at www.UHhospitals.org. > > The enclosed information is STRICTLY CONFIDENTIAL and is intended for the > use of the addressee only. University Hospitals and its affiliates disclaim > any responsibility for unauthorized disclosure of this information to anyone > other than the addressee. > > Federal and Ohio law protect patient medical information, including > psychiatric_disorders, (H.I.V) test results, A.I.Ds-related conditions, > alcohol, and/or drug_dependence or abuse disclosed in this email. Federal > regulation (42 CFR Part 2) and Ohio Revised Code section 5122.31 and > 3701.243 prohibit disclosure of this information without the specific > written consent of the person to whom it pertains, or as otherwise permitted > by law.

Thanks John. I assume you would still acknowledge these since, even if not tax-deductible, from the donor’s perspective, they made a gift – correct? Carol From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of John Taylor Sent: Tuesday, February 12, 2019 2:00 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Recording Gifts of Service Many of my clients will enter soft-credit only for these. However, some development systems do not allow soft-credit when there is no legal gift. So for those systems, I suggest creating a non-gift gift type (NG in most cases) and recording the gift using that. Of course, that also means having to change all of your reports and receipt programs to ignore that gift type. I also strongly suggest that recording these should be the exception rather than the norm. My personal stance is to not record them unless they would make a meaningful difference to their recognition level. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Feb 12, 2019 at 1:51 PM Carol Jones <Carol.Jones2@uhhospitals.org<mailto:Carol.Jones2@uhhospitals.org>> wrote: We're reviewing our policies and procedures and are interested in how other organizations record gifts of service and gifts of partial interest, which are not tax-deductible and not countable. We use Raiser's Edge, in case any other RE users want to provide specifics. Carol BC Jones Manager, Development Data and Reporting Institutional Relations and Development University Hospitals 11100 Euclid Avenue Mailstop: WLK-5062 Cleveland, OH 44106 Carol.Jones2@UHhospitals.org<mailto:Carol.Jones2@UHhospitals.org> Visit us at www.UHhospitals.org. The enclosed information is STRICTLY CONFIDENTIAL and is intended for the use of the addressee only. University Hospitals and its affiliates disclaim any responsibility for unauthorized disclosure of this information to anyone other than the addressee. Federal and Ohio law protect patient medical information, including psychiatric_disorders, (H.I.V) test results, A.I.Ds-related conditions, alcohol, and/or drug_dependence or abuse disclosed in this email. Federal regulation (42 CFR Part 2) and Ohio Revised Code section 5122.31 and 3701.243 prohibit disclosure of this information without the specific written consent of the person to whom it pertains, or as otherwise permitted by law.

Thanks very much. Carol From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of John Taylor Sent: Tuesday, February 12, 2019 2:29 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Recording Gifts of Service A nice thank you letter with no mention of value or implied deductibility, for sure. John Taylor 919.816.5903 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> Big ideas; small keyboard On Feb 12, 2019, at 2:24 PM, Jones, Carol B <Carol.Jones2@uhhospitals.org<mailto:Carol.Jones2@uhhospitals.org>> wrote: Thanks John. I assume you would still acknowledge these since, even if not tax-deductible, from the donor’s perspective, they made a gift – correct? Carol From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of John Taylor Sent: Tuesday, February 12, 2019 2:00 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Recording Gifts of Service Many of my clients will enter soft-credit only for these. However, some development systems do not allow soft-credit when there is no legal gift. So for those systems, I suggest creating a non-gift gift type (NG in most cases) and recording the gift using that. Of course, that also means having to change all of your reports and receipt programs to ignore that gift type. I also strongly suggest that recording these should be the exception rather than the norm. My personal stance is to not record them unless they would make a meaningful difference to their recognition level. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Feb 12, 2019 at 1:51 PM Carol Jones <Carol.Jones2@uhhospitals.org<mailto:Carol.Jones2@uhhospitals.org>> wrote: We're reviewing our policies and procedures and are interested in how other organizations record gifts of service and gifts of partial interest, which are not tax-deductible and not countable. We use Raiser's Edge, in case any other RE users want to provide specifics. Carol BC Jones Manager, Development Data and Reporting Institutional Relations and Development University Hospitals 11100 Euclid Avenue Mailstop: WLK-5062 Cleveland, OH 44106 Carol.Jones2@UHhospitals.org<mailto:Carol.Jones2@UHhospitals.org> Visit us at www.UHhospitals.org<http://www.UHhospitals.org>. The enclosed information is STRICTLY CONFIDENTIAL and is intended for the use of the addressee only. University Hospitals and its affiliates disclaim any responsibility for unauthorized disclosure of this information to anyone other than the addressee. Federal and Ohio law protect patient medical information, including psychiatric_disorders, (H.I.V) test results, A.I.Ds-related conditions, alcohol, and/or drug_dependence or abuse disclosed in this email. Federal regulation (42 CFR Part 2) and Ohio Revised Code section 5122.31 and 3701.243 prohibit disclosure of this information without the specific written consent of the person to whom it pertains, or as otherwise permitted by law. Visit us at www.UHhospitals.org. The enclosed information is STRICTLY CONFIDENTIAL and is intended for the use of the addressee only. University Hospitals and its affiliates disclaim any responsibility for unauthorized disclosure of this information to anyone other than the addressee. Federal and Ohio law protect patient medical information, including psychiatric_disorders, (H.I.V) test results, A.I.Ds-related conditions, alcohol, and/or drug_dependence or abuse disclosed in this email. Federal regulation (42 CFR Part 2) and Ohio Revised Code section 5122.31 and 3701.243 prohibit disclosure of this information without the specific written consent of the person to whom it pertains, or as otherwise permitted by law.