If you are a non-Banner school and would be willing to share your process with us, please respond. We are a Banner school so are already familiar with Banner’s solution for 3rd party payments on a pledge. But, we would like to know how other systems handle the scenario where payments on a pledge come from a 3rd party, such as, with athletic seats. For instance, is the pledge automatically reduced or do you do that manually? How does it appear on the pledge-holder’s account: is it regular memo credit or 3rd party credit, or does it show up at all? How does it look on the record of the person making the hard dollar payment? Is it a pay or a gift, or something completely different? In your response, please tell me which system you are using (Raiser’s Edge, Salesforce, etc). Thank you! If you’d like to respond off line, my email is
pranger@xavier.edu.
Mary Pranger
Associate Director, Internal Operations for Advancement
Xavier University
**NOTICE: This e-mail message, including any attachments hereto, is for the sole use of the intended recipient(s) and may contain confidential and/or privileged information. If you are not the intended recipient(s), any unauthorized review, use, copying, disclosure or distribution is prohibited. If you are not the intended recipient(s), please contact the sender by reply e-mail immediately and destroy the original and all copies (including electronic versions) of this message and any of its attachments.
-----Original Message-----
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of FUNDSVCS automatic digest system
Sent: Thursday, February 21, 2019 12:00 AM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: FUNDSVCS Digest - 19 Feb 2019 to 20 Feb 2019 (#2019-63)
There are 11 messages totaling 2548 lines in this issue.
Topics of the day:
1. Casino Night Question (4)
2. Item for raffle question (6)
3. Gift Processor Guides
----------------------------------------------------------------------
Date: Wed, 20 Feb 2019 15:13:16 +0000
From: "Igolnikov, Olga" <
o.igolnikov@UNF.EDU>
Subject: Casino Night Question
Colleagues,
I would appreciate your thoughts on the following situation. Our Athletics department unbeknown to us hosted a casino night. The participants paid a set amount to play a game of cards. Attendees who won chips during the game used these chips to enter into a raffle for a chance to win a prize. I tend to think that the money collected to participate in the casino night can’t be treated as a gift. What are your thoughts?
Thank you,
Olga
Olga Igolnikov
Sr. Director of Advancement Operations
University of North Florida
1 UNF Drive | Jacksonville, Florida | 32224
O: 904.620.5250 | C: 814.571.9170
E:
o.igolnikov@unf.edu<mailto:
o.igolnikov@unf.edu>
------------------------------
Date: Wed, 20 Feb 2019 07:19:11 -0800
From: John Taylor <
johntaylorconsulting@GMAIL.COM>
Subject: Re: Casino Night Question
You are correct. They bought chips they could then "gamble" with.
I wonder if Athletics received permission to run this event from the Florida Gaming Commission? I do not know if Florida has an exemption for nonprofit organizations but it might be something to look into.
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, Feb 20, 2019 at 7:13 AM Igolnikov, Olga <
o.igolnikov@unf.edu> wrote:
> Colleagues,
>
>
>
> I would appreciate your thoughts on the following situation. Our
> Athletics department unbeknown to us hosted a casino night. The
> participants paid a set amount to play a game of cards. Attendees who
> won chips during the game used these chips to enter into a raffle for
> a chance to win a prize. I tend to think that the money collected to
> participate in the casino night can’t be treated as a gift. What are your thoughts?
>
>
>
> Thank you,
>
>
>
> Olga
>
>
>
> *Olga Igolnikov*
>
> Sr. Director of Advancement Operations
>
>
>
> University of North Florida
>
> 1 UNF Drive | Jacksonville, Florida | 32224
>
> O: 904.620.5250 | C: 814.571.9170
>
> E:
o.igolnikov@unf.edu
>
>
>
>
>
>
>
------------------------------
Date: Wed, 20 Feb 2019 15:20:47 +0000
From: Marianne Pelletier <
marianne@STAUPELL.COM>
Subject: Re: Casino Night Question
John’s second comment is exactly what I was thinking – I hope there’s a consequence to the cavalier planners who may have gotten your organization into trouble.
--Marianne
________________________________________
Marianne M. Pelletier
Staupell Analytics Group
607-592-3797
marianne@staupell.com<mailto:
marianne@staupell.com>
http://www.staupell.com
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor
Sent: Wednesday, February 20, 2019 10:19 AM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: Re: [FUNDSVCS] Casino Night Question
You are correct. They bought chips they could then "gamble" with.
I wonder if Athletics received permission to run this event from the Florida Gaming Commission? I do not know if Florida has an exemption for nonprofit organizations but it might be something to look into.
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 Wed, Feb 20, 2019 at 7:13 AM Igolnikov, Olga <
o.igolnikov@unf.edu<mailto:
o.igolnikov@unf.edu>> wrote:
Colleagues,
I would appreciate your thoughts on the following situation. Our Athletics department unbeknown to us hosted a casino night. The participants paid a set amount to play a game of cards. Attendees who won chips during the game used these chips to enter into a raffle for a chance to win a prize. I tend to think that the money collected to participate in the casino night can’t be treated as a gift. What are your thoughts?
Thank you,
Olga
Olga Igolnikov
Sr. Director of Advancement Operations
University of North Florida
1 UNF Drive | Jacksonville, Florida | 32224
O: 904.620.5250 | C: 814.571.9170
E:
o.igolnikov@unf.edu<mailto:
o.igolnikov@unf.edu>
------------------------------
Date: Wed, 20 Feb 2019 16:00:41 +0000
From: "Bitoun, Adriana (bitounaa)" <
BITOUNAA@UCMAIL.UC.EDU>
Subject: Item for raffle question
Hi,
I have a question that I know I should know but I prefer to check with everyone.
Say I own a landscaping service company and I am very engaged with my favorite charity that supports gifted girls. Gifted girls charity asked me to donate something for a raffle they will have at an upcoming event, the proceeds of the event and the raffle will benefit the young Madame Curie’s program for girls between 5 – 9. I donate 1,000k worth of services and yard products to be raffled, does this qualify as a Gift in Kind for me? and I am entitled to receive a gift in kind receipt from the charity?
Granted no raffle ticket buyers will be donors and the event has no quid pro quo all is proceeds for benefit.
Thank you to help me clarify mi mind!
__________
Adriana Bitoun
Senior Director, Advancement Services and Data Management
The University of Cincinnati Foundation
t 513-556-8917 | m 562-805-8815 | f 513-556-4304 uc.edu/foundation
------------------------------
Date: Wed, 20 Feb 2019 08:02:21 -0800
From: John Taylor <
johntaylorconsulting@GMAIL.COM>
Subject: Re: Item for raffle question
You are donating a service which is not a deductible gift per IRS Publication 526. You certainly deserve recognition but no receipt.
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, Feb 20, 2019 at 8:00 AM Bitoun, Adriana (bitounaa) <
BITOUNAA@ucmail.uc.edu> wrote:
> Hi,
>
>
>
> I have a question that I know I should know but I prefer to check with
> everyone.
>
>
>
> Say I own a landscaping service company and I am very engaged with my
> favorite charity that supports gifted girls. Gifted girls charity
> asked me to donate something for a raffle they will have at an
> upcoming event, the proceeds of the event and the raffle will benefit
> the young Madame Curie’s program for girls between 5 – 9. I donate
> 1,000k worth of services and yard products to be raffled, does this qualify as a Gift in Kind for me?
> and I am entitled to receive a gift in kind receipt from the charity?
>
>
>
> Granted no raffle ticket buyers will be donors and the event has no
> quid pro quo all is proceeds for benefit.
>
>
>
> Thank you to help me clarify mi mind!
>
> *__________*
>
>
>
> *Adriana Bitoun*
>
> *Senior Director, Advancement Services and Data Management*
>
> The University of Cincinnati Foundation
>
> t 513-556-8917 | m 562-805-8815 | f 513-556-4304
>
> *uc.edu/foundation <http://uc.edu/foundation>*
>
>
>
------------------------------
Date: Wed, 20 Feb 2019 16:03:41 +0000
From: Marianne Pelletier <
marianne@STAUPELL.COM>
Subject: Re: Item for raffle question
But the yard products qualify, don’t they?
--Marianne
________________________________________
Marianne M. Pelletier
Staupell Analytics Group
607-592-3797
marianne@staupell.com<mailto:
marianne@staupell.com>
http://www.staupell.com
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor
Sent: Wednesday, February 20, 2019 11:02 AM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: Re: [FUNDSVCS] Item for raffle question
You are donating a service which is not a deductible gift per IRS Publication 526. You certainly deserve recognition but no receipt.
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 Wed, Feb 20, 2019 at 8:00 AM Bitoun, Adriana (bitounaa) <
BITOUNAA@ucmail.uc.edu<mailto:
BITOUNAA@ucmail.uc.edu>> wrote:
Hi,
I have a question that I know I should know but I prefer to check with everyone.
Say I own a landscaping service company and I am very engaged with my favorite charity that supports gifted girls. Gifted girls charity asked me to donate something for a raffle they will have at an upcoming event, the proceeds of the event and the raffle will benefit the young Madame Curie’s program for girls between 5 – 9. I donate 1,000k worth of services and yard products to be raffled, does this qualify as a Gift in Kind for me? and I am entitled to receive a gift in kind receipt from the charity?
Granted no raffle ticket buyers will be donors and the event has no quid pro quo all is proceeds for benefit.
Thank you to help me clarify mi mind!
__________
Adriana Bitoun
Senior Director, Advancement Services and Data Management
The University of Cincinnati Foundation
t 513-556-8917 | m 562-805-8815 | f 513-556-4304 uc.edu/foundation<http://uc.edu/foundation>
------------------------------
Date: Wed, 20 Feb 2019 16:14:39 +0000
From: Michael Wyland <
michael@SUMPTIONANDWYLAND.COM>
Subject: Re: Casino Night Question
Olga:
Un addition to FL state law, local ordinances may also play a part in regulating charitable lotteries and raffles. There are some counties, for example, that require advance registration of such events happening in their jurisdictions.
[S&W_clr-small]
Michael L. Wyland
Sumption & Wyland
818 South Hawthorne Avenue
Sioux Falls, South Dakota 57104-4537
(605) 336-0244 or (888) 4-SUMPTION
Web site:
http://www.sumptionandwyland.com LinkedIn Profile:
http://www.linkedin.com/in/michaelwyland
"I never considered a difference of opinion in politics, in religion, in philosophy, as cause for withdrawing from a friend." - Thomas Jefferson to William Hamilton, April 22, 1800
------------------------------
Date: Wed, 20 Feb 2019 08:22:02 -0800
From: John Taylor <
johntaylorconsulting@GMAIL.COM>
Subject: Re: Item for raffle question
Indeed - just not their installation! I missed the "product" reference.
Good catch!
The GIK receipt should be just for those products and they should be itemized but without a value indicated.
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, Feb 20, 2019 at 8:04 AM Marianne Pelletier <
marianne@staupell.com>
wrote:
> But the yard products qualify, don’t they?
>
>
>
> --Marianne
>
>
>
>
>
> ________________________________________
>
> Marianne M. Pelletier
>
> Staupell Analytics Group
>
> 607-592-3797
>
>
marianne@staupell.com
>
>
http://www.staupell.com
>
>
>
>
>
> *From:* Advancement Services Discussion List <
>
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *John Taylor
> *Sent:* Wednesday, February 20, 2019 11:02 AM
> *To:*
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
> *Subject:* Re: [FUNDSVCS] Item for raffle question
>
>
>
> You are donating a service which is not a deductible gift per IRS
> Publication 526. You certainly deserve recognition but no receipt.
>
>
>
> 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, Feb 20, 2019 at 8:00 AM Bitoun, Adriana (bitounaa) <
>
BITOUNAA@ucmail.uc.edu> wrote:
>
> Hi,
>
>
>
> I have a question that I know I should know but I prefer to check with
> everyone.
>
>
>
> Say I own a landscaping service company and I am very engaged with my
> favorite charity that supports gifted girls. Gifted girls charity
> asked me to donate something for a raffle they will have at an
> upcoming event, the proceeds of the event and the raffle will benefit
> the young Madame Curie’s program for girls between 5 – 9. I donate
> 1,000k worth of services and yard products to be raffled, does this qualify as a Gift in Kind for me?
> and I am entitled to receive a gift in kind receipt from the charity?
>
>
>
> Granted no raffle ticket buyers will be donors and the event has no
> quid pro quo all is proceeds for benefit.
>
>
>
> Thank you to help me clarify mi mind!
>
> *__________*
>
>
>
> *Adriana Bitoun*
>
> *Senior Director, Advancement Services and Data Management*
>
> The University of Cincinnati Foundation
>
> t 513-556-8917 | m 562-805-8815 | f 513-556-4304
>
> *uc.edu/foundation <http://uc.edu/foundation>*
>
>
>
>
------------------------------
Date: Wed, 20 Feb 2019 16:59:41 +0000
From: "Bitoun, Adriana (bitounaa)" <
BITOUNAA@UCMAIL.UC.EDU>
Subject: Re: Item for raffle question
Excellent, that is what I thought but was double guessing. Thank you John and Marianne for your help!
__________
Adriana Bitoun
Senior Director, Advancement Services and Data Management
The University of Cincinnati Foundation
t 513-556-8917 | m 562-805-8815 | f 513-556-4304 uc.edu/foundation
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor
Sent: Wednesday, February 20, 2019 11:22 AM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: Re: [FUNDSVCS] Item for raffle question
Indeed - just not their installation! I missed the "product" reference. Good catch!
The GIK receipt should be just for those products and they should be itemized but without a value indicated.
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 Wed, Feb 20, 2019 at 8:04 AM Marianne Pelletier <
marianne@staupell.com<mailto:
marianne@staupell.com>> wrote:
But the yard products qualify, don’t they?
--Marianne
________________________________________
Marianne M. Pelletier
Staupell Analytics Group
607-592-3797
marianne@staupell.com<mailto:
marianne@staupell.com>
http://www.staupell.com
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor
Sent: Wednesday, February 20, 2019 11:02 AM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: Re: [FUNDSVCS] Item for raffle question
You are donating a service which is not a deductible gift per IRS Publication 526. You certainly deserve recognition but no receipt.
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 Wed, Feb 20, 2019 at 8:00 AM Bitoun, Adriana (bitounaa) <
BITOUNAA@ucmail.uc.edu<mailto:
BITOUNAA@ucmail.uc.edu>> wrote:
Hi,
I have a question that I know I should know but I prefer to check with everyone.
Say I own a landscaping service company and I am very engaged with my favorite charity that supports gifted girls. Gifted girls charity asked me to donate something for a raffle they will have at an upcoming event, the proceeds of the event and the raffle will benefit the young Madame Curie’s program for girls between 5 – 9. I donate 1,000k worth of services and yard products to be raffled, does this qualify as a Gift in Kind for me? and I am entitled to receive a gift in kind receipt from the charity?
Granted no raffle ticket buyers will be donors and the event has no quid pro quo all is proceeds for benefit.
Thank you to help me clarify mi mind!
__________
Adriana Bitoun
Senior Director, Advancement Services and Data Management
The University of Cincinnati Foundation
t 513-556-8917 | m 562-805-8815 | f 513-556-4304 uc.edu/foundation<http://uc.edu/foundation>
------------------------------
Date: Wed, 20 Feb 2019 19:45:00 +0000
From: "Graves, Melissa" <
MGraves@LIFESPAN.ORG>
Subject: Re: Item for raffle question
That’s probably going to be hard to receipt. You may not know what the winning recipient needs or wants in “yard products” until after the winner is determined.
Melissa S. Graves, bCRE-PRO | Sr. Applications Analyst Lifespan - Information Systems | 45 Baker Street, Providence, RI 02905
Office: 401-444-2572 | Cell: 401-327-4861| Email:
mgraves@lifespan.org
From: Advancement Services Discussion List [mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of John Taylor
Sent: Wednesday, February 20, 2019 11:22 AM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: Re: [FUNDSVCS] Item for raffle question
WARNING: This email originated outside of Lifespan and our authorized business partners. USE CAUTION when clicking on links or attachments.
________________________________
Indeed - just not their installation! I missed the "product" reference. Good catch!
The GIK receipt should be just for those products and they should be itemized but without a value indicated.
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 Wed, Feb 20, 2019 at 8:04 AM Marianne Pelletier <
marianne@staupell.com<mailto:
marianne@staupell.com>> wrote:
But the yard products qualify, don’t they?
--Marianne
________________________________________
Marianne M. Pelletier
Staupell Analytics Group
607-592-3797
marianne@staupell.com<mailto:
marianne@staupell.com>
http://www.staupell.com
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor
Sent: Wednesday, February 20, 2019 11:02 AM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: Re: [FUNDSVCS] Item for raffle question
You are donating a service which is not a deductible gift per IRS Publication 526. You certainly deserve recognition but no receipt.
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 Wed, Feb 20, 2019 at 8:00 AM Bitoun, Adriana (bitounaa) <
BITOUNAA@ucmail.uc.edu<mailto:
BITOUNAA@ucmail.uc.edu>> wrote:
Hi,
I have a question that I know I should know but I prefer to check with everyone.
Say I own a landscaping service company and I am very engaged with my favorite charity that supports gifted girls. Gifted girls charity asked me to donate something for a raffle they will have at an upcoming event, the proceeds of the event and the raffle will benefit the young Madame Curie’s program for girls between 5 – 9. I donate 1,000k worth of services and yard products to be raffled, does this qualify as a Gift in Kind for me? and I am entitled to receive a gift in kind receipt from the charity?
Granted no raffle ticket buyers will be donors and the event has no quid pro quo all is proceeds for benefit.
Thank you to help me clarify mi mind!
__________
Adriana Bitoun
Senior Director, Advancement Services and Data Management
The University of Cincinnati Foundation
t 513-556-8917 | m 562-805-8815 | f 513-556-4304 uc.edu/foundation<http://uc.edu/foundation>
This transmission is intended only for the addressee(s) listed above and may contain information that is confidential. If you are not the addressee, any use, disclosure, copying or communication of the contents of this message is prohibited. Please contact me if this message was transmitted in error.
------------------------------
Date: Wed, 20 Feb 2019 15:47:08 -0600
From: Tammy Tsakalios <
ttsakalios@LOY.ORG>
Subject: Re: Gift Processor Guides
Hi Shawn,
The link below isn't working.
Thanks,
Tammy Tsakalios
Gift Processing Coordinator | Loyola Academy
1100 Laramie Avenue | Wilmette, IL | 60091-1089
P: 847.920.2435 |
ttsakalios@loy.org|
www.goramblers.org
-----Original Message-----
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Shawn Steele
Sent: Monday, February 18, 2019 12:15 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: Re: [FUNDSVCS] Gift Processor Guides
Hi Dale,
I wanted to let you know that I created the ReceipterPro software specifically for this type of situation! It uses user-defined business rules to ensure that no matter who is generating receipts, all receipts look great and are correct BEFORE they go out.
In reference to gift-in-kind, ReceipterPro automatically detects these gifts during receipting. It hides the gift amount automatically and applies an "Acknowledgement Only" stamp to the receipt as well. It also handles benefits and QPQ quite nicely as well. Way to many features to list here but you can learn more and schedule a demo at
www.receipterpro.com
Thanks,
Shawn
Shawn Steele
828-581-0225
shawn@donortek.com
------------------------------
End of FUNDSVCS Digest - 19 Feb 2019 to 20 Feb 2019 (#2019-63)
**************************************************************