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  • 1.  FMV for sponsorship fees -- when fees increase

    Posted 02-14-2019 02:17 PM
    Happy Thursday! I am probably over thinking this, but… We have an outside group holding an event to benefit us, and they are seeking sponsors, who are donating directly to us (vs to this outside group, who then cuts us a check for all proceeds from the event). In setting up the appeal packages for sponsor levels, two people in Community Outreach gave me different FMV for one of the benefits, which is, X # of registration fees. With races/walks/runs, I guess the registration fee goes up if you don’t sign up by a certain date? Anyway, when I asked why the total FMV was different, depending on who gave me the info, one person said they did an average instead of the initial registration fee, because some sponsors made their donation before the fee increased. My thinking is, if the host was pushing sponsorships from the beginning, and we got, say, 10 sponsors, it doesn’t really matter when they paid, them saying yes was a pledge, so the FMV is the original registration fee, not the increased fee for paying/registering late? Again, I’m sure I am WAY overthinking this! ADD+a dash of OCD+gift processing+IRS = AAAAGH! There’s also another plus, but I won’t get into that here 😊 Thoughts? John, is that you I hear laughing out loud??? Or sighing out loud? Wait, I can hear an eyeroll all the way up here in Worcester!! 😊 😊 Rose [Semper Fi Fund] www.semperfifund.org<http://www.semperfifund.org> Rose Dixon Deputy | Development Operations | Semper Fi Fund M: 617.413.9537 E: rose.dixon@semperfifund.org<mailto:rose.dixon@semperfifund.org> [facebook]<https://www.facebook.com/semperfifund> [https://i.imgur.com/yzUqE5h.png]<https://www.linkedin.com/company/injured-marine-semper-fi-fund/> [twitter]<https://www.twitter.com/semperfifund> [instagram]<https://www.instagram.com/semperfifund> Donate<https://semperfifund.org/donate> ---------- This message may contain Semper Fi Fund Privileged/Proprietary information. If this email is not intended for you, or you are not responsible for delivery of this email message to the addressee, do not keep, copy, or deliver this email message to anyone. Please destroy this email in its entirety after notifying the sender by reply email. Your cooperation is appreciated.


  • 2.  Re: FMV for sponsorship fees -- when fees increase

    Posted 02-14-2019 02:37 PM
    Rose, I think you’re overthinking it. Fair Market Value is not a precise number but rather a good faith estimate of what it would cost in an open market. Not all sellers offer the exact same price, right? Registration fees for our 5K increase during race week, but I don’t worry about it. The amounts aren’t so material that the FMV can’t pass a sniff test. -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 Rose Dixon Sent: Thursday, February 14, 2019 10:17 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] FMV for sponsorship fees -- when fees increase Happy Thursday! I am probably over thinking this, but… We have an outside group holding an event to benefit us, and they are seeking sponsors, who are donating directly to us (vs to this outside group, who then cuts us a check for all proceeds from the event). In setting up the appeal packages for sponsor levels, two people in Community Outreach gave me different FMV for one of the benefits, which is, X # of registration fees. With races/walks/runs, I guess the registration fee goes up if you don’t sign up by a certain date? Anyway, when I asked why the total FMV was different, depending on who gave me the info, one person said they did an average instead of the initial registration fee, because some sponsors made their donation before the fee increased. My thinking is, if the host was pushing sponsorships from the beginning, and we got, say, 10 sponsors, it doesn’t really matter when they paid, them saying yes was a pledge, so the FMV is the original registration fee, not the increased fee for paying/registering late? Again, I’m sure I am WAY overthinking this! ADD+a dash of OCD+gift processing+IRS = AAAAGH! There’s also another plus, but I won’t get into that here 😊 Thoughts? John, is that you I hear laughing out loud??? Or sighing out loud? Wait, I can hear an eyeroll all the way up here in Worcester!! 😊 😊 Rose [Semper Fi Fund] www.semperfifund.org<http://www.semperfifund.org> Rose Dixon Deputy | Development Operations | Semper Fi Fund M: 617.413.9537 E: rose.dixon@semperfifund.org<mailto:rose.dixon@semperfifund.org> [facebook]<https://www.facebook.com/semperfifund> [https://i.imgur.com/yzUqE5h.png]<https://www.linkedin.com/company/injured-marine-semper-fi-fund/> [twitter]<https://www.twitter.com/semperfifund> [instagram]<https://www.instagram.com/semperfifund> Donate<https://semperfifund.org/donate> ---------- This message may contain Semper Fi Fund Privileged/Proprietary information. If this email is not intended for you, or you are not responsible for delivery of this email message to the addressee, do not keep, copy, or deliver this email message to anyone. Please destroy this email in its entirety after notifying the sender by reply email. Your cooperation is appreciated. ________________________________ 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).


  • 3.  Re: FMV for sponsorship fees -- when fees increase

    Posted 02-14-2019 02:46 PM
    Interesting question. One of the interesting aspects is that, in this case, the benefits are being keyed to the registration fee: sponsors make a contribution, and receive x registrations for which they would have otherwise paid $y apiece. This is a little different from, say, the typical charitable golf tournament, where, say, a golfer registers for $y and receives benefits valued at $z. So a sponsor who is entitled to send x golfers gets benefits of x golfers times $z benefits per golfer, even though an individual golfer would have had to pay $y not $z. (E.g. a golfer registers for $150 and receives benefits of $100, so the sponsor sending 4 golfers has an FMV of 4 times $100 not 4 times $150). I guess the difference is that no portion of the individual registration fee is considered a charitable contribution? In any case, it seems to me that when you solicit a sponsor and they pledge, you have an agreement about what they are to receive, so it seems fair to base the FMV on what they would otherwise have had to pay at that time. In fact, you likely—explicitly or in practice—establish a sponsorship package with a required contribution and specified benefits, so it probably doesn’t matter when the sponsor signs on. And Josh is likely right, that these are good-faith estimates and these variances probably aren’t material. My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Rose Dixon Sent: Thursday, February 14, 2019 10:17 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] FMV for sponsorship fees -- when fees increase Happy Thursday! I am probably over thinking this, but… We have an outside group holding an event to benefit us, and they are seeking sponsors, who are donating directly to us (vs to this outside group, who then cuts us a check for all proceeds from the event). In setting up the appeal packages for sponsor levels, two people in Community Outreach gave me different FMV for one of the benefits, which is, X # of registration fees. With races/walks/runs, I guess the registration fee goes up if you don’t sign up by a certain date? Anyway, when I asked why the total FMV was different, depending on who gave me the info, one person said they did an average instead of the initial registration fee, because some sponsors made their donation before the fee increased. My thinking is, if the host was pushing sponsorships from the beginning, and we got, say, 10 sponsors, it doesn’t really matter when they paid, them saying yes was a pledge, so the FMV is the original registration fee, not the increased fee for paying/registering late? Again, I’m sure I am WAY overthinking this! ADD+a dash of OCD+gift processing+IRS = AAAAGH! There’s also another plus, but I won’t get into that here 😊 Thoughts? John, is that you I hear laughing out loud??? Or sighing out loud? Wait, I can hear an eyeroll all the way up here in Worcester!! 😊 😊 Rose [Semper Fi Fund] www.semperfifund.org<http://www.semperfifund.org> Rose Dixon Deputy | Development Operations | Semper Fi Fund M: 617.413.9537 E: rose.dixon@semperfifund.org<mailto:rose.dixon@semperfifund.org> [facebook]<https://www.facebook.com/semperfifund> [https://i.imgur.com/yzUqE5h.png]<https://www.linkedin.com/company/injured-marine-semper-fi-fund/> [twitter]<https://www.twitter.com/semperfifund> [instagram]<https://www.instagram.com/semperfifund> Donate<https://semperfifund.org/donate> ---------- This message may contain Semper Fi Fund Privileged/Proprietary information. If this email is not intended for you, or you are not responsible for delivery of this email message to the addressee, do not keep, copy, or deliver this email message to anyone. Please destroy this email in its entirety after notifying the sender by reply email. Your cooperation is appreciated.