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Nothing yet…. All gifts are entered through last week. Fern Tyler Advancement Services Manager University Advancement 25800 Carlos Bee Blvd, SA4701 Hayward, CA 94502 (510) 885-2433 Office (510) 885-4691 Fax From: Ariel Pena Sent: Wednesday, January 9, 2019 12:21 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] December giving There was a gain in our December giving. We noticed a drop in the amount of stock gifts. We chalked it up to the poor December in the stock market. Ariel A. Peña Preferred pronouns: he, him, his Associate Vice President of Advancement Operations Guilford College Office: 336-316-2261 Email: penaaa@guilford.edu 5800 W. Friendly Avenue Greensboro, NC 27410 guilford.edu ___________________________ The contents of this email message and any attachments are intended solely for the addressee(s) and may contain confidential and/or privileged information and may be legally protected from disclosure. If you are not the intended recipient of this message or their agent, or if this message has been addressed to you in error, please immediately alert the sender by reply email and then delete this message and any attachments. If you are not the intended recipient, you are hereby notified that any use, dissemination, copying, or storage of this message or its attachments is strictly prohibited. On Wed, Jan 9, 2019 at 2:40 PM Greenbaum, Josh S <JGREE2@emory.edu> wrote: We experienced a drop, but I’m not ready to chalk it up to the new tax laws yet. I still want to see how much is just a lag in processing vs. other potential factors.   -jsg _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu        From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Jean E. Campbell Sent: Wednesday, January 9, 2019 2:29 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] December giving   Has anyone experienced a drop in December gifts in relation to the new tax laws?     This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).

We are still working our way through committing all of our year-end gifts, but we did have an 11% spike up in online giving. At least some of that is due to our taking on another location in December, however. best regards, Katie Fritz On Wed, Jan 9, 2019 at 2:40 PM Greenbaum, Josh S <JGREE2@emory.edu> wrote: > We experienced a drop, but I’m not ready to chalk it up to the new tax > laws yet. I still want to see how much is just a lag in processing vs. > other potential factors. > > > > -jsg > > *_____________________* > > *Joshua S. Greenbaum 09B, Executive Director* > > *Advancement Information Services* > > Emory University, Advancement & Alumni Engagement > > 1762 Clifton Road, Office 1456, Atlanta, GA 30322 > > Office: (404) 712-2020, Fax: (404) 727-4876 > > josh.greenbaum@emory.edu > > > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Jean E. Campbell > *Sent:* Wednesday, January 9, 2019 2:29 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] December giving > > > > Has anyone experienced a drop in December gifts in relation to the new tax > laws? > > > > > > ------------------------------ > > This e-mail message (including any attachments) is for the sole use of > the intended recipient(s) and may contain confidential and privileged > information. If the reader of this message is not the intended > recipient, you are hereby notified that any dissemination, distribution > or copying of this message (including any attachments) is strictly > prohibited. > > If you have received this message in error, please contact > the sender by reply e-mail message and destroy all copies of the > original message (including attachments). > -- *Katherine Fritz, bCRE-ProManager, Development OperationsPennsylvania SPCA*350 E. Erie Avenue | Philadelphia, PA 19134 Phone: 267.463.2313 E-mail: kfritz@pspca.org | Website: www.pspca.org *With a 97% live release rate the Pennsylvania SPCA is the largest no-kill animal welfare organization in the state. * *Make a donation <https://pspca.org/support-us/donate/> today to save a life.*

Ya - I think it's impossible to draw such a correlation, although I would not be surprised. We'll need donor surveys to ascertain what may have caused any changes in giving patterns. 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 Wed, Jan 9, 2019 at 2:40 PM Greenbaum, Josh S <JGREE2@emory.edu> wrote: > We experienced a drop, but I’m not ready to chalk it up to the new tax > laws yet. I still want to see how much is just a lag in processing vs. > other potential factors. > > > > -jsg > > *_____________________* > > *Joshua S. Greenbaum 09B, Executive Director* > > *Advancement Information Services* > > Emory University, Advancement & Alumni Engagement > > 1762 Clifton Road, Office 1456, Atlanta, GA 30322 > > Office: (404) 712-2020, Fax: (404) 727-4876 > > josh.greenbaum@emory.edu > > > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Jean E. Campbell > *Sent:* Wednesday, January 9, 2019 2:29 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] December giving > > > > Has anyone experienced a drop in December gifts in relation to the new tax > laws? > > > > > > ------------------------------ > > This e-mail message (including any attachments) is for the sole use of > the intended recipient(s) and may contain confidential and privileged > information. If the reader of this message is not the intended > recipient, you are hereby notified that any dissemination, distribution > or copying of this message (including any attachments) is strictly > prohibited. > > If you have received this message in error, please contact > the sender by reply e-mail message and destroy all copies of the > original message (including attachments). >

There was a gain in our December giving. We noticed a drop in the amount of stock gifts. We chalked it up to the poor December in the stock market. *Ariel A. Peña* *Preferred pronouns: he, him, his* Associate Vice President of Advancement Operations Guilford College *Office: *336-316-2261 *Email: *penaaa@guilford.edu 5800 W. Friendly Avenue <https://maps.google.com/?q=5800+W.+Friendly+Avenue+Greensboro,+NC+27410+*guilford+%3Chttp://guilford.edu/%3E*&entry=gmail&source=g> Greensboro, NC 27410 <https://maps.google.com/?q=5800+W.+Friendly+Avenue+Greensboro,+NC+27410+*guilford+%3Chttp://guilford.edu/%3E*&entry=gmail&source=g> *guilford.edu <http://guilford.edu/>* ___________________________ The contents of this email message and any attachments are intended solely for the addressee(s) and may contain confidential and/or privileged information and may be legally protected from disclosure. If you are not the intended recipient of this message or their agent, or if this message has been addressed to you in error, please immediately alert the sender by reply email and then delete this message and any attachments. If you are not the intended recipient, you are hereby notified that any use, dissemination, copying, or storage of this message or its attachments is strictly prohibited. On Wed, Jan 9, 2019 at 2:40 PM Greenbaum, Josh S <JGREE2@emory.edu> wrote: > We experienced a drop, but I’m not ready to chalk it up to the new tax > laws yet. I still want to see how much is just a lag in processing vs. > other potential factors. > > > > -jsg > > *_____________________* > > *Joshua S. Greenbaum 09B, Executive Director* > > *Advancement Information Services* > > Emory University, Advancement & Alumni Engagement > > 1762 Clifton Road, Office 1456, Atlanta, GA 30322 > > Office: (404) 712-2020, Fax: (404) 727-4876 > > josh.greenbaum@emory.edu > > > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Jean E. Campbell > *Sent:* Wednesday, January 9, 2019 2:29 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] December giving > > > > Has anyone experienced a drop in December gifts in relation to the new tax > laws? > > > > > > ------------------------------ > > This e-mail message (including any attachments) is for the sole use of > the intended recipient(s) and may contain confidential and privileged > information. If the reader of this message is not the intended > recipient, you are hereby notified that any dissemination, distribution > or copying of this message (including any attachments) is strictly > prohibited. > > If you have received this message in error, please contact > the sender by reply e-mail message and destroy all copies of the > original message (including attachments). >

Our volume and amount totals are higher this year than they were for December 2017. Who knows?? Anne August, Gift Analyst Simmons University 300 The Fenway Boston, MA 02115

Has anyone experienced a drop in December gifts in relation to the new tax laws? Jean E. Campbell Director of Advancement Operations External Affairs Department 781.475.5331 campbellj@maldencatholic.org

We experienced a drop, but I’m not ready to chalk it up to the new tax laws yet. I still want to see how much is just a lag in processing vs. other potential factors. -jsg _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Jean E. Campbell Sent: Wednesday, January 9, 2019 2:29 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] December giving Has anyone experienced a drop in December gifts in relation to the new tax laws? [cid:image001.png@01D4A829.32AF9400] ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).

We have definitely noticed a drop in our shop, but can’t determine if it is from the new tax laws or the poor performance of our football team this past season. Elizabeth Tipton Assistant Director of Gift Services University Development UNHS 302 Fayetteville, AR 72701 479-575-7209 [cid:image001.jpg@01D1D8F2.97CF5E50] Aspire • Advance • Achieve From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Jean E. Campbell Sent: Wednesday, January 9, 2019 1:29 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] December giving Has anyone experienced a drop in December gifts in relation to the new tax laws? [cid:image002.png@01D4A824.0EDD9A40]

Here’s an article from the Chronicle of Philanthropy on December giving: https://www.philanthropy.com/article/Big-Donors-Held-Back-on-Giving/245440 It requires a subscription. A few highlights: Charities are still tallying their gifts from the frenzy of the holiday season. But the performance at year’s end of organizations that offer donor-advised funds provides a window into the mood of the most crucial class of supporters: affluent donors, whose giving makes up the bulk of most charities’ revenue. Though many big fund providers are also still crunching their fundraising numbers, a spot check by the Chronicle indicates that many affluent donors, spooked by the worst December on Wall Street since the Great Depression, held back on gifts of appreciated stock at the end of 2018, a trend likely to continue while the markets remains volatile. Like its peers, Schwab is still tallying gifts from December. But thus far, Laughton says, its looks as though both contributions to and grants made from Schwab’s funds have been up roughly 30 to 35 percent thus far in its 2019 fiscal year, which ends in June. But stock gifts were down, both in number and in value. Robert _____________________________________________________________________________ Robert L. Weiner Consulting 415/643-8955 <mailto:robert@rlweiner.com> robert@rlweiner.com <http://www.rlweiner.com/> www.rlweiner.com Twitter: @robert_weiner FundSvcs … a service of <http://www.advserv.org/> AASP. fund-logo Strategic Technology Advisors to Nonprofit and Educational Institutions From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Katherine Fritz Sent: Wednesday, January 9, 2019 11:43 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] December giving We are still working our way through committing all of our year-end gifts, but we did have an 11% spike up in online giving. At least some of that is due to our taking on another location in December, however. best regards, Katie Fritz On Wed, Jan 9, 2019 at 2:40 PM Greenbaum, Josh S <JGREE2@emory.edu> wrote: We experienced a drop, but I’m not ready to chalk it up to the new tax laws yet. I still want to see how much is just a lag in processing vs. other potential factors. -jsg _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Jean E. Campbell Sent: Wednesday, January 9, 2019 2:29 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] December giving Has anyone experienced a drop in December gifts in relation to the new tax laws? _____ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments). -- Katherine Fritz, bCRE-Pro Manager, Development Operations Pennsylvania SPCA 350 E. Erie Avenue | Philadelphia, PA 19134 Phone: 267.463.2313 E-mail: <mailto:kfritz@pspca.org> kfritz@pspca.org | Website: www.pspca.org With a 97% live release rate the Pennsylvania SPCA is the largest no-kill animal welfare organization in the state. Make a <https://pspca.org/support-us/donate/> donation today to save a life.

Thanks for sharing that. Different causality than the tax law change. Very interesting. -jsg _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> This email (including any attachments) and/or report is proprietary and confidential information belonging to Emory University and should be shared or discussed with, or disseminated to, only those Emory University personnel, contractors, consultants, or volunteers who are authorized to have access to the information for Emory University business. Any data in this email (including any attachments) and/or report should be handled in accordance with Advancement & Alumni Engagement’s Policy on Reporting. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Robert Weiner Sent: Thursday, January 10, 2019 12:15 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] December giving Here’s an article from the Chronicle of Philanthropy on December giving: https://www.philanthropy.com/article/Big-Donors-Held-Back-on-Giving/245440 It requires a subscription. A few highlights: Charities are still tallying their gifts from the frenzy of the holiday season. But the performance at year’s end of organizations that offer donor-advised funds provides a window into the mood of the most crucial class of supporters: affluent donors, whose giving makes up the bulk of most charities’ revenue. Though many big fund providers are also still crunching their fundraising numbers, a spot check by the Chronicle indicates that many affluent donors, spooked by the worst December on Wall Street since the Great Depression, held back on gifts of appreciated stock at the end of 2018, a trend likely to continue while the markets remains volatile. Like its peers, Schwab is still tallying gifts from December. But thus far, Laughton says, its looks as though both contributions to and grants made from Schwab’s funds have been up roughly 30 to 35 percent thus far in its 2019 fiscal year, which ends in June. But stock gifts were down, both in number and in value. Robert _____________________________________________________________________________ Robert L. Weiner Consulting 415/643-8955 robert@rlweiner.com<mailto:robert@rlweiner.com> www.rlweiner.com<http://www.rlweiner.com/> Twitter: @robert_weiner FundSvcs … a service of AASP<http://www.advserv.org/>. [fund-logo] Strategic Technology Advisors to Nonprofit and Educational Institutions From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Katherine Fritz Sent: Wednesday, January 9, 2019 11:43 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] December giving We are still working our way through committing all of our year-end gifts, but we did have an 11% spike up in online giving. At least some of that is due to our taking on another location in December, however. best regards, Katie Fritz On Wed, Jan 9, 2019 at 2:40 PM Greenbaum, Josh S <JGREE2@emory.edu<mailto:JGREE2@emory.edu>> wrote: We experienced a drop, but I’m not ready to chalk it up to the new tax laws yet. I still want to see how much is just a lag in processing vs. other potential factors. -jsg _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Jean E. Campbell Sent: Wednesday, January 9, 2019 2:29 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] December giving Has anyone experienced a drop in December gifts in relation to the new tax laws? [cid:image002.png@01D4A8DE.5C2C24F0][cid:image003.png@01D4A8DE.5C2C24F0] ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments). -- Katherine Fritz, bCRE-Pro Manager, Development Operations Pennsylvania SPCA 350 E. Erie Avenue | Philadelphia, PA 19134 Phone: 267.463.2313 E-mail: kfritz@pspca.org<mailto:kfritz@pspca.org> | Website: www.pspca.org<http://www.pspca.org> With a 97% live release rate the Pennsylvania SPCA is the largest no-kill animal welfare organization in the state. Make a donation<https://pspca.org/support-us/donate/> today to save a life.