FundSvcs Community

There is nothing that says this cannot be done, James. If the expenses the donor paid were legitimate and for one of YOUR events, as long as the donor provides you with all of the receipts and proof of payment (canceled check or credit card) then you can give them in-kind credit and issue an in-kind receipt (that does not indicate a dollar amount). Of course, it is far better for YOU to pay all expenses and a donor underwrite the event. But this can be done. 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 5, 2019 at 2:26 PM Andrews, James <Jandrews@philamuseum.org> wrote: > We have a donor who is requesting a gift receipt from an event at an > outside location that he paid for. > > > > I know this is not correct, and we have a reimbursement gift income line > for this very purpose. And I know how to get around it, so no worries, > that’s not the issue. > > > > I am looking for proof that we can’t do it — where in IRS 526 or 1771 that > says it’s not legal. Is it a gift of service? Does it actually not fall > under the “unreimbursed expenses” part of 1771? > > > > Thank you! > > > > > > > > *James Andrews* > Director of Development Services > > t 215-684-7341 > f 215-236-0796 > > > *Philadelphia Museum of Art *PO Box 7646, Philadelphia, PA 19101-7646 > www.philamuseum.org > > >

We have a donor who is requesting a gift receipt from an event at an outside location that he paid for. I know this is not correct, and we have a reimbursement gift income line for this very purpose. And I know how to get around it, so no worries, that's not the issue. I am looking for proof that we can't do it - where in IRS 526 or 1771 that says it's not legal. Is it a gift of service? Does it actually not fall under the "unreimbursed expenses" part of 1771? Thank you! James Andrews Director of Development Services t 215-684-7341 f 215-236-0796 Philadelphia Museum of Art PO Box 7646, Philadelphia, PA 19101-7646 www.philamuseum.org

Thank you! I appreciate the answer. James Andrews Director of Development Services t 215-684-7341 f 215-236-0796 Philadelphia Museum of Art PO Box 7646, Philadelphia, PA 19101-7646 www.philamuseum.org From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Tuesday, February 05, 2019 2:35 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Third party event and reimbursement There is nothing that says this cannot be done, James. If the expenses the donor paid were legitimate and for one of YOUR events, as long as the donor provides you with all of the receipts and proof of payment (canceled check or credit card) then you can give them in-kind credit and issue an in-kind receipt (that does not indicate a dollar amount). Of course, it is far better for YOU to pay all expenses and a donor underwrite the event. But this can be done. 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 5, 2019 at 2:26 PM Andrews, James <Jandrews@philamuseum.org<mailto:Jandrews@philamuseum.org>> wrote: We have a donor who is requesting a gift receipt from an event at an outside location that he paid for. I know this is not correct, and we have a reimbursement gift income line for this very purpose. And I know how to get around it, so no worries, that’s not the issue. I am looking for proof that we can’t do it — where in IRS 526 or 1771 that says it’s not legal. Is it a gift of service? Does it actually not fall under the “unreimbursed expenses” part of 1771? Thank you! James Andrews Director of Development Services t 215-684-7341 f 215-236-0796 Philadelphia Museum of Art PO Box 7646, Philadelphia, PA 19101-7646 www.philamuseum.org<http://www.philamuseum.org>