FundSvcs Community

Dear Listers: We are exploring a modest gift assessment on all new gifts from a specified date. I have begun to wonder if we actually can charge this assessment on commitments from DAF's? I am assuming its likely most of them prohibit this. Anyone out there have direct knowledge and experience with this question? Thank you everyone, Deborah Deborah L. Brown Associate Vice President for Advancement Services and Administration The Catholic University of America 620 Michigan Avenue | E208 O'Connell Hall Washington, DC 20064 browndl@cua.edu Office: 202-319-6915

Unless they specifically prohibit overhead assessments it is fine. I never saw such a DAF prohibition, though, when I was at NC State. John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On Feb 27, 2019, at 12:32 PM, Deborah Brown <browndl@cua.edu> wrote: > > Dear Listers: > We are exploring a modest gift assessment on all new gifts from a specified date. I have begun to wonder if we actually can charge this assessment on commitments from DAF's? I am assuming its likely most of them prohibit this. Anyone out there have direct knowledge and experience with this question? > > > Thank you everyone, > Deborah > Deborah L. Brown > Associate Vice President for Advancement Services and Administration > The Catholic University of America > 620 Michigan Avenue | E208 > O'Connell Hall > Washington, DC 20064 > browndl@cua.edu > Office: 202-319-6915 >

Yup - pretty much what I saw, too. 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 27, 2019 at 1:20 PM Forrest, Aaron <aaron.forrest@rochester.edu> wrote: > I’m no expert but I only see mandatory exclusions come from foundations. > Not DAFs. > > > > Aaron > > > > Aaron Forrest CPA > > Senior Director Gift and Donor Services > > University of Rochester Office of Advancement > > Larry and Cindy Bloch Alumni and Advancement Center > > 300 East River Road > > Rochester NY 14627 > > Office 585.275.2799 / Fax 585-273-4558 > > Email aaron.forrest@rochester.edu > > > > [image: Description: Description: Description: > cid:image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/> > > P Please consider the environment before printing this email. > > Confidentiality Notice: This message, including attachments may contain > confidential information. Any unauthorized use, disclosure or distribution > is prohibited. > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *John Taylor > *Sent:* Wednesday, February 27, 2019 12:51 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Gift Assessments on DAF gifts > > > > Unless they specifically prohibit overhead assessments it is fine. I > never saw such a DAF prohibition, though, when I was at NC State. > > John Taylor > > 919.816.5903 > > johntaylorconsulting@gmail.com > > > > Big ideas; small keyboard > > > On Feb 27, 2019, at 12:32 PM, Deborah Brown <browndl@cua.edu> wrote: > > Dear Listers: > > We are exploring a modest gift assessment on all new gifts from a > specified date. I have begun to wonder if we actually can charge this > assessment on commitments from DAF's? I am assuming its likely most of > them prohibit this. Anyone out there have direct knowledge and experience > with this question? > > > > > > Thank you everyone, > > Deborah > > Deborah L. Brown > > Associate Vice President for Advancement Services and Administration > > The Catholic University of America > > 620 Michigan Avenue | E208 > > O'Connell Hall > > Washington, DC 20064 > > browndl@cua.edu > > Office: 202-319-6915 > > > >

I’m no expert but I only see mandatory exclusions come from foundations. Not DAFs. Aaron Aaron Forrest CPA Senior Director Gift and Donor Services University of Rochester Office of Advancement Larry and Cindy Bloch Alumni and Advancement Center 300 East River Road Rochester NY 14627 Office 585.275.2799 / Fax 585-273-4558 Email aaron.forrest@rochester.edu [Description: Description: Description: cid:image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/> P Please consider the environment before printing this email. Confidentiality Notice: This message, including attachments may contain confidential information. Any unauthorized use, disclosure or distribution is prohibited. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Wednesday, February 27, 2019 12:51 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Gift Assessments on DAF gifts Unless they specifically prohibit overhead assessments it is fine. I never saw such a DAF prohibition, though, when I was at NC State. John Taylor 919.816.5903 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> Big ideas; small keyboard On Feb 27, 2019, at 12:32 PM, Deborah Brown <browndl@cua.edu<mailto:browndl@cua.edu>> wrote: Dear Listers: We are exploring a modest gift assessment on all new gifts from a specified date. I have begun to wonder if we actually can charge this assessment on commitments from DAF's? I am assuming its likely most of them prohibit this. Anyone out there have direct knowledge and experience with this question? Thank you everyone, Deborah Deborah L. Brown Associate Vice President for Advancement Services and Administration The Catholic University of America 620 Michigan Avenue | E208 O'Connell Hall Washington, DC 20064 browndl@cua.edu<mailto:browndl@cua.edu> Office: 202-319-6915