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Question about best practices, do you primarily report net present value or face value on fundraising reports? Do you have reports that report both?

Hi, Lester, Net present value of what? There are rules that dictate the charitable gift value of certain kinds of gifts. Is that what you mean? --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com http://www.staupell.com -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Lester Pyle Sent: Tuesday, March 05, 2019 10:02 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Reports Question about best practices, do you primarily report net present value or face value on fundraising reports? Do you have reports that report both?

Yes, that is what I am talking about Lester Pyle Sr. Executive Director, Systems University of Pittsburgh Office of Institutional Advancement 412-624-6193 412-480-8494 (cell) www.giveto.pitt.edu -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Marianne Pelletier Sent: Tuesday, March 5, 2019 10:03 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Reports Hi, Lester, Net present value of what? There are rules that dictate the charitable gift value of certain kinds of gifts. Is that what you mean? --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.staupell.com&data=02%7C01%7Cpyledrvr%40PITT.EDU%7Cf68e48c865a743020a9408d6a17bacf3%7C9ef9f489e0a04eeb87cc3a526112fd0d%7C1%7C0%7C636873949885334939&sdata=SLeCMt3EU%2FEhJZ7m2kQAulBpqXWXehQOQLmMELcI%2BVk%3D&reserved=0 -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Lester Pyle Sent: Tuesday, March 05, 2019 10:02 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Reports Question about best practices, do you primarily report net present value or face value on fundraising reports? Do you have reports that report both?

Here, all internal reporting is at face. However, we also do track PV as both are required by VSE. 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           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. -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Pyle, Lester Sent: Tuesday, March 5, 2019 10:04 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Reports Yes, that is what I am talking about Lester Pyle Sr. Executive Director, Systems University of Pittsburgh Office of Institutional Advancement 412-624-6193 412-480-8494 (cell) https://urldefense.proofpoint.com/v2/url?u=http-3A__www.giveto.pitt.edu&d=DwIGaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=b_RkqISrf1loUYDbUnajpwpWRQQUVAxG-vZTbGcUZsw&s=-oXaHNnzk1K3jZSMMg6w-_MkZDJbcYjQ1obifHuwm-k&e= -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Marianne Pelletier Sent: Tuesday, March 5, 2019 10:03 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Reports Hi, Lester, Net present value of what? There are rules that dictate the charitable gift value of certain kinds of gifts. Is that what you mean? --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com https://urldefense.proofpoint.com/v2/url?u=https-3A__na01.safelinks.protection.outlook.com_-3Furl-3Dhttp-253A-252F-252Fwww.staupell.com-26amp-3Bdata-3D02-257C01-257Cpyledrvr-2540PITT.EDU-257Cf68e48c865a743020a9408d6a17bacf3-257C9ef9f489e0a04eeb87cc3a526112fd0d-257C1-257C0-257C636873949885334939-26amp-3Bsdata-3DSLeCMt3EU-252FEhJZ7m2kQAulBpqXWXehQOQLmMELcI-252BVk-253D-26amp-3Breserved-3D0&d=DwIGaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=b_RkqISrf1loUYDbUnajpwpWRQQUVAxG-vZTbGcUZsw&s=mhNST0yeY32TU06oClEDzk0Kh6KCzGd0G6ySPSnsfm8&e= -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Lester Pyle Sent: Tuesday, March 05, 2019 10:02 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Reports Question about best practices, do you primarily report net present value or face value on fundraising reports? Do you have reports that report both?

That is exactly what we do here as well. Michael Halverson, Ed.D. Senior Director of Advancement Services Loyola University Chicago T. 312-915-7283 | C. 320-363-4987 mhalverson@luc.edu | www.luc.edu/advancement -----Original Message----- From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Forrest, Aaron Sent: Tuesday, March 05, 2019 9:06 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Reports Here, all internal reporting is at face. However, we also do track PV as both are required by VSE. 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           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. -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Pyle, Lester Sent: Tuesday, March 5, 2019 10:04 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Reports Yes, that is what I am talking about Lester Pyle Sr. Executive Director, Systems University of Pittsburgh Office of Institutional Advancement 412-624-6193 412-480-8494 (cell) https://urldefense.proofpoint.com/v2/url?u=http-3A__www.giveto.pitt.edu&d=DwIGaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=b_RkqISrf1loUYDbUnajpwpWRQQUVAxG-vZTbGcUZsw&s=-oXaHNnzk1K3jZSMMg6w-_MkZDJbcYjQ1obifHuwm-k&e= -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Marianne Pelletier Sent: Tuesday, March 5, 2019 10:03 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Reports Hi, Lester, Net present value of what? There are rules that dictate the charitable gift value of certain kinds of gifts. Is that what you mean? --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com https://urldefense.proofpoint.com/v2/url?u=https-3A__na01.safelinks.protection.outlook.com_-3Furl-3Dhttp-253A-252F-252Fwww.staupell.com-26amp-3Bdata-3D02-257C01-257Cpyledrvr-2540PITT.EDU-257Cf68e48c865a743020a9408d6a17bacf3-257C9ef9f489e0a04eeb87cc3a526112fd0d-257C1-257C0-257C636873949885334939-26amp-3Bsdata-3DSLeCMt3EU-252FEhJZ7m2kQAulBpqXWXehQOQLmMELcI-252BVk-253D-26amp-3Breserved-3D0&d=DwIGaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=b_RkqISrf1loUYDbUnajpwpWRQQUVAxG-vZTbGcUZsw&s=mhNST0yeY32TU06oClEDzk0Kh6KCzGd0G6ySPSnsfm8&e= -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Lester Pyle Sent: Tuesday, March 05, 2019 10:02 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Reports Question about best practices, do you primarily report net present value or face value on fundraising reports? Do you have reports that report both?

I'm sure you can find on John's collection a list of rules on how to count what. Your biggest considerations will be: Planned gifts Gifts of stock Life insurance In-kind gifts (which will be on your records as $0.00 since you can't value them) --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com http://www.staupell.com -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Pyle, Lester Sent: Tuesday, March 05, 2019 10:04 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Reports Yes, that is what I am talking about Lester Pyle Sr. Executive Director, Systems University of Pittsburgh Office of Institutional Advancement 412-624-6193 412-480-8494 (cell) www.giveto.pitt.edu -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Marianne Pelletier Sent: Tuesday, March 5, 2019 10:03 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Reports Hi, Lester, Net present value of what? There are rules that dictate the charitable gift value of certain kinds of gifts. Is that what you mean? --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.staupell.com&data=02%7C01%7Cpyledrvr%40PITT.EDU%7Cf68e48c865a743020a9408d6a17bacf3%7C9ef9f489e0a04eeb87cc3a526112fd0d%7C1%7C0%7C636873949885334939&sdata=SLeCMt3EU%2FEhJZ7m2kQAulBpqXWXehQOQLmMELcI%2BVk%3D&reserved=0 -----Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Lester Pyle Sent: Tuesday, March 05, 2019 10:02 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Reports Question about best practices, do you primarily report net present value or face value on fundraising reports? Do you have reports that report both?