FundSvcs Community

When you "count" them is completely up to you although I am a firm believer in counting as of the day I enter. I personally have never like the concept of "backdating." Regardless, these gifts are 2019 gifts from the donor perspective. If they were not "charged" or approved until 2019 then the IRS says that is when the gift was made. My "Date of Gift" document at the download site explains further. 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 11, 2019 at 5:42 PM Ellis, Dina <dellis@callutheran.edu> wrote: > Happy Friday Colleagues! > > > > Requesting your input on the following: > > > > We had a handful of online donations that came in (via Online Express) > within our time zone to count for 12/31/18, however our merchant report > lists them as 1/1/19 since they are on the East Coast. Based on their time > stamps (which we captured), should we make an internal decision to count > them as 12/31/18 gifts? We think our business office will comply with > whatever we decide – we just need to make our decision on industry best > practices. > > > > Thanks in advance for your replies, > > > > *Dina Ellis* > > > *Data Entry Technician II, Advancement Services * > > [image: http://www.callutheran.edu/brand/email/CLU-default-signature.png] > > 60 West Olsen Road #1650 | Thousand Oaks, CA 91360 > Phone: (805) 493-3079 | Fax: (805) 493-3497 > CalLutheran.edu <http://www.callutheran.edu/> > > > > The information transmitted by this email is intended only for the person > or entity to which it is addressed. This email may contain proprietary, > business-confidential and/or privileged material. If you are not the > intended recipient of this message, be aware that any use, review, > retransmission, distribution, reproduction or any action taken in reliance > upon this message is strictly prohibited. If you received this in error, > please contact the sender and delete the material from all computers. > > >

They can show their tax preparer whatever date showed up on their check statement. What am I still doing here on Friday? best regards, Katie On Fri, Jan 11, 2019 at 6:03 PM Ellis, Dina <dellis@callutheran.edu> wrote: > In turn, would our donor be able to argue the opposite? They are on the > west coast, and so to them it was still 9:30pm in 2018 when they submitted > their online donation. They are not made aware that our processor is on > the East Coast. Am I overthinking this? J > > > > Dina > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *John Taylor > *Sent:* Friday, January 11, 2019 2:52 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Inquiry: cusp of midnight online gifts > > > > When you "count" them is completely up to you although I am a firm > believer in counting as of the day I enter. I personally have never like > the concept of "backdating." > > > > Regardless, these gifts are 2019 gifts from the donor perspective. If > they were not "charged" or approved until 2019 then the IRS says that is > when the gift was made. > > > > My "Date of Gift" document at the download site explains further. > > > > 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 11, 2019 at 5:42 PM Ellis, Dina <dellis@callutheran.edu> > wrote: > > Happy Friday Colleagues! > > > > Requesting your input on the following: > > > > We had a handful of online donations that came in (via Online Express) > within our time zone to count for 12/31/18, however our merchant report > lists them as 1/1/19 since they are on the East Coast. Based on their time > stamps (which we captured), should we make an internal decision to count > them as 12/31/18 gifts? We think our business office will comply with > whatever we decide – we just need to make our decision on industry best > practices. > > > > Thanks in advance for your replies, > > > > *Dina Ellis* > *Data Entry Technician II, Advancement Services* > > [image: http://www.callutheran.edu/brand/email/CLU-default-signature.png] > > 60 West Olsen Road #1650 | Thousand Oaks, CA 91360 > Phone: (805) 493-3079 | Fax: (805) 493-3497 > CalLutheran.edu <http://www.callutheran.edu/> > > > > The information transmitted by this email is intended only for the person > or entity to which it is addressed. This email may contain proprietary, > business-confidential and/or privileged material. If you are not the > intended recipient of this message, be aware that any use, review, > retransmission, distribution, reproduction or any action taken in reliance > upon this message is strictly prohibited. If you received this in error, > please contact the sender and delete the material from all computers. > > > > -- *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.*

Correct. The proof for tax purposes should their be an audit is the date the charge appears on THEIR credit card statement. John John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On Jan 11, 2019, at 6:07 PM, Katherine Fritz <kfritz@pspca.org> wrote: > > They can show their tax preparer whatever date showed up on their check statement. > > What am I still doing here on Friday? > > best regards, > Katie > >> On Fri, Jan 11, 2019 at 6:03 PM Ellis, Dina <dellis@callutheran.edu> wrote: >> In turn, would our donor be able to argue the opposite? They are on the west coast, and so to them it was still 9:30pm in 2018 when they submitted their online donation. They are not made aware that our processor is on the East Coast. Am I overthinking this? J >> >> >> >> Dina >> >> >> >> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor >> Sent: Friday, January 11, 2019 2:52 PM >> To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG >> Subject: Re: [FUNDSVCS] Inquiry: cusp of midnight online gifts >> >> >> >> When you "count" them is completely up to you although I am a firm believer in counting as of the day I enter. I personally have never like the concept of "backdating." >> >> >> >> Regardless, these gifts are 2019 gifts from the donor perspective. If they were not "charged" or approved until 2019 then the IRS says that is when the gift was made. >> >> >> >> My "Date of Gift" document at the download site explains further. >> >> >> >> 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 11, 2019 at 5:42 PM Ellis, Dina <dellis@callutheran.edu> wrote: >> >> Happy Friday Colleagues! >> >> >> >> Requesting your input on the following: >> >> >> >> We had a handful of online donations that came in (via Online Express) within our time zone to count for 12/31/18, however our merchant report lists them as 1/1/19 since they are on the East Coast. Based on their time stamps (which we captured), should we make an internal decision to count them as 12/31/18 gifts? We think our business office will comply with whatever we decide – we just need to make our decision on industry best practices. >> >> >> >> Thanks in advance for your replies, >> >> >> >> Dina Ellis >> Data Entry Technician II, Advancement Services >> >> <image001.png> >> >> 60 West Olsen Road #1650 | Thousand Oaks, CA 91360 >> Phone: (805) 493-3079 | Fax: (805) 493-3497 >> CalLutheran.edu >> >> >> >> The information transmitted by this email is intended only for the person or entity to which it is addressed. This email may contain proprietary, business-confidential and/or privileged material. If you are not the intended recipient of this message, be aware that any use, review, retransmission, distribution, reproduction or any action taken in reliance upon this message is strictly prohibited. If you received this in error, please contact the sender and delete the material from all computers. >> >> >> > > > -- > 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 | 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 today to save a life.

Happy Friday Colleagues! Requesting your input on the following: We had a handful of online donations that came in (via Online Express) within our time zone to count for 12/31/18, however our merchant report lists them as 1/1/19 since they are on the East Coast. Based on their time stamps (which we captured), should we make an internal decision to count them as 12/31/18 gifts? We think our business office will comply with whatever we decide - we just need to make our decision on industry best practices. Thanks in advance for your replies, Dina Ellis Data Entry Technician II, Advancement Services [http://www.callutheran.edu/brand/email/CLU-default-signature.png] 60 West Olsen Road #1650 | Thousand Oaks, CA 91360 Phone: (805) 493-3079 | Fax: (805) 493-3497 CalLutheran.edu<http://www.callutheran.edu/> The information transmitted by this email is intended only for the person or entity to which it is addressed. This email may contain proprietary, business-confidential and/or privileged material. If you are not the intended recipient of this message, be aware that any use, review, retransmission, distribution, reproduction or any action taken in reliance upon this message is strictly prohibited. If you received this in error, please contact the sender and delete the material from all computers.

In turn, would our donor be able to argue the opposite? They are on the west coast, and so to them it was still 9:30pm in 2018 when they submitted their online donation. They are not made aware that our processor is on the East Coast. Am I overthinking this? ☺ Dina From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Friday, January 11, 2019 2:52 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Inquiry: cusp of midnight online gifts When you "count" them is completely up to you although I am a firm believer in counting as of the day I enter. I personally have never like the concept of "backdating." Regardless, these gifts are 2019 gifts from the donor perspective. If they were not "charged" or approved until 2019 then the IRS says that is when the gift was made. My "Date of Gift" document at the download site explains further. 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 Fri, Jan 11, 2019 at 5:42 PM Ellis, Dina <dellis@callutheran.edu<mailto:dellis@callutheran.edu>> wrote: Happy Friday Colleagues! Requesting your input on the following: We had a handful of online donations that came in (via Online Express) within our time zone to count for 12/31/18, however our merchant report lists them as 1/1/19 since they are on the East Coast. Based on their time stamps (which we captured), should we make an internal decision to count them as 12/31/18 gifts? We think our business office will comply with whatever we decide – we just need to make our decision on industry best practices. Thanks in advance for your replies, Dina Ellis Data Entry Technician II, Advancement Services [http://www.callutheran.edu/brand/email/CLU-default-signature.png] 60 West Olsen Road #1650 | Thousand Oaks, CA 91360 Phone: (805) 493-3079 | Fax: (805) 493-3497 CalLutheran.edu<http://www.callutheran.edu/> The information transmitted by this email is intended only for the person or entity to which it is addressed. This email may contain proprietary, business-confidential and/or privileged material. If you are not the intended recipient of this message, be aware that any use, review, retransmission, distribution, reproduction or any action taken in reliance upon this message is strictly prohibited. If you received this in error, please contact the sender and delete the material from all computers.

Happy Friday Dina!! We would list the gift as a 2018 gift in our system. Especially since it was 12/31/18 where they lived. Cheers, David David B. Ritchie
 Senior Director Business Intelligence, Analytics and Data Services Office of Institutional Advancement
 Thomas Jefferson University and Jefferson Health 130 S. 9th Street, 17th Floor | Philadelphia, PA 19107
 Office: (215) 955-6929 Mobile: (215) 531-3743 David.Ritchie@jefferson.edu<mailto:David.Ritchie@jefferson.edu> Giving.Jefferson.edu<http://giving.jefferson.edu/giving.html> | Jefferson.edu/Alumni<http://www.jefferson.edu/alumni.html> Your generosity heals. Make a gift today.<https://w3.jefferson.edu/giving.cfm> Support Jefferson on AmazonSmile<https://smile.amazon.com/ch/23-1352651> [cid:image001.jpg@01D4A9E0.B8F9E3E0] The information contained in this transmission contains privileged and confidential information. It is intended only for the use of the person named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. CAUTION: Intended recipients should NOT use email communication for emergent or urgent health care matters. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Ellis, Dina Sent: Friday, January 11, 2019 5:43 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Inquiry: cusp of midnight online gifts WARNING: External Email - This email originated outside of Jefferson. DO NOT CLICK links or attachments unless you recognize the sender and are expecting the email. Happy Friday Colleagues! Requesting your input on the following: We had a handful of online donations that came in (via Online Express) within our time zone to count for 12/31/18, however our merchant report lists them as 1/1/19 since they are on the East Coast. Based on their time stamps (which we captured), should we make an internal decision to count them as 12/31/18 gifts? We think our business office will comply with whatever we decide – we just need to make our decision on industry best practices. Thanks in advance for your replies, Dina Ellis Data Entry Technician II, Advancement Services [http://www.callutheran.edu/brand/email/CLU-default-signature.png] 60 West Olsen Road #1650 | Thousand Oaks, CA 91360 Phone: (805) 493-3079 | Fax: (805) 493-3497 CalLutheran.edu<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.callutheran.edu%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7C5be2c7aed70441f1be2008d678161b44%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636828433683113494&sdata=4ixU%2BXKc%2F%2Fh2wMlSWsGUPlpF%2FfAvHy6dZEb%2B7VN5bf4%3D&reserved=0> The information transmitted by this email is intended only for the person or entity to which it is addressed. This email may contain proprietary, business-confidential and/or privileged material. If you are not the intended recipient of this message, be aware that any use, review, retransmission, distribution, reproduction or any action taken in reliance upon this message is strictly prohibited. If you received this in error, please contact the sender and delete the material from all computers.