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See IRS Publication 1771. Your receipt must reflect the total amount paid, provide a full description and value for benefits provided, and indicate that the deductible portion is limited to the difference between the two. I encourage solicitation material to include similar information so that donors know up front what is - and isn't - deductible. 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, Mar 13, 2019 at 9:30 AM Battles,Reginald <rcb44@drexel.edu> wrote: > Good Morning, > > > > Apologies ahead of time if this has been discussed previously but I was > unable to locate the answer. > > > > Here at Drexel University, the topic of what should be noted on event > flyers for donors is currently being discussed and I want to be sure I know > the correct answer. > > > > We have always noted what the tax deductible portion of a contribution > would be. For example if a donor gives a $10,000 contribution to the Honor > Level for the Golf Outing, $8,500 is tax deductible. My colleague here at > Drexel mentioned that we should be noting what the non-deductible portion > ($1,500) is instead as the IRS would consider our current format as “giving > tax advice”. I was unable to find anything supporting this statement. > > > > Before changing how we do things, I wanted to confirm what other > institutions are doing and of course how they should be handled. > > > > Thank you, > > Reggie > > > > > > *Reginald Battles* > > *Associate Director, Gift Accounting and Records Management* > > *Office of Institutional Advancement* > > > > *Drexel University* > > 1505 Race Street, 12th Floor > > Philadelphia, PA 19104 > > Office: 215.895.2619 | > > [image: cid:image001.png@01D3AFE6.7DC7A090] > <https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Ffuture.drexel.edu%2F&data=02%7C01%7Crcb44%40DREXEL.EDU%7Ca7c775ab025148fe832908d57e27ea35%7C3664e6fa47bd45a696708c4f080f8ca6%7C0%7C0%7C636553632494981631&sdata=f3fAQRZ9G2hxxNITY6iU%2BnqRA2pvMGU4WcBmU4B%2FC4M%3D&reserved=0> > > > >

Good Morning, Apologies ahead of time if this has been discussed previously but I was unable to locate the answer. Here at Drexel University, the topic of what should be noted on event flyers for donors is currently being discussed and I want to be sure I know the correct answer. We have always noted what the tax deductible portion of a contribution would be. For example if a donor gives a $10,000 contribution to the Honor Level for the Golf Outing, $8,500 is tax deductible. My colleague here at Drexel mentioned that we should be noting what the non-deductible portion ($1,500) is instead as the IRS would consider our current format as “giving tax advice”. I was unable to find anything supporting this statement. Before changing how we do things, I wanted to confirm what other institutions are doing and of course how they should be handled. Thank you, Reggie Reginald Battles Associate Director, Gift Accounting and Records Management Office of Institutional Advancement Drexel University 1505 Race Street, 12th Floor Philadelphia, PA 19104 Office: 215.895.2619 | [cid:image001.png@01D3AFE6.7DC7A090]<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Ffuture.drexel.edu%2F&data=02%7C01%7Crcb44%40DREXEL.EDU%7Ca7c775ab025148fe832908d57e27ea35%7C3664e6fa47bd45a696708c4f080f8ca6%7C0%7C0%7C636553632494981631&sdata=f3fAQRZ9G2hxxNITY6iU%2BnqRA2pvMGU4WcBmU4B%2FC4M%3D&reserved=0>

Reggie: In addition to the excellent advice John gave you, there 's one more thing to consider. A charity can *never* assure their donor that a gift *is* deductible. Deductibility is ultimately dependent on each donor's tax situation, which to the charity and its agents is usually unknown and unknowable. In addition, saying a gift is deductible rather than eligible for deductibility puts the charity in the position of offering tax advice - a definite no-no. [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 From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Battles,Reginald Sent: Wednesday, March 13, 2019 8:30 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Tax Deductible Language on Event Publications Good Morning, Apologies ahead of time if this has been discussed previously but I was unable to locate the answer. Here at Drexel University, the topic of what should be noted on event flyers for donors is currently being discussed and I want to be sure I know the correct answer. We have always noted what the tax deductible portion of a contribution would be. For example if a donor gives a $10,000 contribution to the Honor Level for the Golf Outing, $8,500 is tax deductible. My colleague here at Drexel mentioned that we should be noting what the non-deductible portion ($1,500) is instead as the IRS would consider our current format as “giving tax advice”. I was unable to find anything supporting this statement. Before changing how we do things, I wanted to confirm what other institutions are doing and of course how they should be handled. Thank you, Reggie Reginald Battles Associate Director, Gift Accounting and Records Management Office of Institutional Advancement Drexel University 1505 Race Street, 12th Floor Philadelphia, PA 19104 Office: 215.895.2619 | [cid:image001.png@01D3AFE6.7DC7A090]<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Ffuture.drexel.edu%2F&data=02%7C01%7Crcb44%40DREXEL.EDU%7Ca7c775ab025148fe832908d57e27ea35%7C3664e6fa47bd45a696708c4f080f8ca6%7C0%7C0%7C636553632494981631&sdata=f3fAQRZ9G2hxxNITY6iU%2BnqRA2pvMGU4WcBmU4B%2FC4M%3D&reserved=0>