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  • 1.  [External] [FUNDSVCS] event, again

    Posted 03-28-2019 09:20 AM
    It is considered self-dealing, which would mean disallowing any potential charitable deduction. https://www.pbwt.com/exempt-org-resource-blog/keeping-it-together-foundations-dafs-and-the-problem-of-bifurcated-payments On Thu, Mar 28, 2019 at 10:15 AM Scott Lober <SCOTT.LOBER@phhs.org> wrote: > Frowns? Is it illegal? > > > > *From:* Advancement Services Discussion List [mailto: > FUNDSVCS@LISTSERV.FUNDSVCS.ORG] *On Behalf Of *Katherine Fritz > *Sent:* Thursday, March 28, 2019 9:03 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [External] Re: [FUNDSVCS] event, again > > > > *** This e-mail did not originate from a Parkland e-mail address. If you > do not know or trust the sender, do not click on any links in this e-mail, > open any attachments, or disclose any sensitive information such as your > password. *** > ------------------------------ > > No, that is called bifurcation, and the IRS frowns upon it. > > > > best regards, > > Katie > > > > On Thu, Mar 28, 2019 at 10:02 AM Scott Lober <SCOTT.LOBER@phhs.org> wrote: > > Can a donor pay the benefit part of an event sponsorship with the balance > coming from a family foundation? > > > > Scott Lober > Development Operations Manager > Parkland Foundation > 1341 W. Mockingbird Ln., Suite 1100E > Dallas, Texas 75247 > > 214-266-2031 o > 214-266-2050 f > > scott.lober@phhs.org > www.IStandforParkland.org <http://www.istandforparkland.org/> > www.IStandforParkland.org/donate > <https://www.istandforparkland.org/donate> > > www.IStandforParkland.org/email <https://www.istandforparkland.org/email> > > > > [image: cid:image001.jpg@01D1E65E.3657C0D0] > <http://www.istandforparkland.org/> > > > > [image: cid:image002.png@01D1E65E.3657C0D0] > <http://istandforparkland.org/facebook> [image: > cid:image003.png@01D1E65E.3657C0D0] <http://istandforparkland.org/twitter> > [image: cid:image005.png@01D1E65E.3657C0D0] > <https://www.youtube.com/user/ParklandDallas> [image: > cid:image006.png@01D1E65E.3657C0D0] > <https://www.linkedin.com/company/parkland-hospital> [image: > cid:image007.png@01D1E65E.3657C0D0] > <https://www.pinterest.com/parklandhealth/i-stand-for-parkland/> > > > > CONFIDENTIALITY NOTICE This message (including any attachments) is > intended only for the use of the addressee(s) and may contain information > that is privileged and confidential. If you are the intended recipient, > further disclosures are prohibited without proper authorization. If you are > not the intended recipient or an authorized representative of the intended > recipient, the use, dissemination or reproduction of this communication is > prohibited and may be a violation of federal or state law and regulations. > If you have received this communication in error, please destroy all copies > of the message and its attachments and notify the sender immediately. The > Dallas County Hospital District and its affiliated entities hereby claim > all applicable privileges related to this information. > > > > > -- > > > > > *Katherine Fritz, bCRE-Pro Manager, Development Operations Pennsylvania > SPCA *350 E. Erie Avenue | Philadelphia, PA 19134 > Phone: 267.463.2313 > E-mail: kfritz@pspca.org | Website: www.pspca.org > > *With a 97% live release rate the Pennsylvania SPCA is the largest no-kill > animal welfare organization in the state. * > > *Make a donation <https://pspca.org/support-us/donate/> today to save a > life.* > CONFIDENTIALITY NOTICE This message (including any attachments) is > intended only for the use of the addressee(s) and may contain information > that is privileged and confidential. If you are the intended recipient, > further disclosures are prohibited without proper authorization. If you are > not the intended recipient or an authorized representative of the intended > recipient, the use, dissemination or reproduction of this communication is > prohibited and may be a violation of federal or state law and regulations. > If you have received this communication in error, please destroy all copies > of the message and its attachments and notify the sender immediately. The > Dallas County Hospital District and its affiliated entities hereby claim > all applicable privileges related to this information. > -- *Katherine Fritz, bCRE-ProManager, Development OperationsPennsylvania SPCA*350 E. Erie Avenue | Philadelphia, PA 19134 Phone: 267.463.2313 E-mail: kfritz@pspca.org | Website: www.pspca.org *With a 97% live release rate the Pennsylvania SPCA is the largest no-kill animal welfare organization in the state. * *Make a donation <https://pspca.org/support-us/donate/> today to save a life.*


  • 2.  Re: [External] Re: [FUNDSVCS] event, again

    Posted 03-28-2019 09:28 AM
    Yes. 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 Thu, Mar 28, 2019 at 10:15 AM Scott Lober <SCOTT.LOBER@phhs.org> wrote: > Frowns? Is it illegal? > > > > *From:* Advancement Services Discussion List [mailto: > FUNDSVCS@LISTSERV.FUNDSVCS.ORG] *On Behalf Of *Katherine Fritz > *Sent:* Thursday, March 28, 2019 9:03 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [External] Re: [FUNDSVCS] event, again > > > > *** This e-mail did not originate from a Parkland e-mail address. If you > do not know or trust the sender, do not click on any links in this e-mail, > open any attachments, or disclose any sensitive information such as your > password. *** > ------------------------------ > > No, that is called bifurcation, and the IRS frowns upon it. > > > > best regards, > > Katie > > > > On Thu, Mar 28, 2019 at 10:02 AM Scott Lober <SCOTT.LOBER@phhs.org> wrote: > > Can a donor pay the benefit part of an event sponsorship with the balance > coming from a family foundation? > > > > Scott Lober > Development Operations Manager > Parkland Foundation > 1341 W. Mockingbird Ln., Suite 1100E > Dallas, Texas 75247 > > 214-266-2031 o > 214-266-2050 f > > scott.lober@phhs.org > www.IStandforParkland.org <http://www.istandforparkland.org/> > www.IStandforParkland.org/donate > <https://www.istandforparkland.org/donate> > > www.IStandforParkland.org/email <https://www.istandforparkland.org/email> > > > > [image: cid:image001.jpg@01D1E65E.3657C0D0] > <http://www.istandforparkland.org/> > > > > [image: cid:image002.png@01D1E65E.3657C0D0] > <http://istandforparkland.org/facebook> [image: > cid:image003.png@01D1E65E.3657C0D0] <http://istandforparkland.org/twitter> > [image: cid:image005.png@01D1E65E.3657C0D0] > <https://www.youtube.com/user/ParklandDallas> [image: > cid:image006.png@01D1E65E.3657C0D0] > <https://www.linkedin.com/company/parkland-hospital> [image: > cid:image007.png@01D1E65E.3657C0D0] > <https://www.pinterest.com/parklandhealth/i-stand-for-parkland/> > > > > CONFIDENTIALITY NOTICE This message (including any attachments) is > intended only for the use of the addressee(s) and may contain information > that is privileged and confidential. If you are the intended recipient, > further disclosures are prohibited without proper authorization. If you are > not the intended recipient or an authorized representative of the intended > recipient, the use, dissemination or reproduction of this communication is > prohibited and may be a violation of federal or state law and regulations. > If you have received this communication in error, please destroy all copies > of the message and its attachments and notify the sender immediately. The > Dallas County Hospital District and its affiliated entities hereby claim > all applicable privileges related to this information. > > > > > -- > > > > > *Katherine Fritz, bCRE-Pro Manager, Development Operations Pennsylvania > SPCA *350 E. Erie Avenue | Philadelphia, PA 19134 > Phone: 267.463.2313 > E-mail: kfritz@pspca.org | Website: www.pspca.org > > *With a 97% live release rate the Pennsylvania SPCA is the largest no-kill > animal welfare organization in the state. * > > *Make a donation <https://pspca.org/support-us/donate/> today to save a > life.* > CONFIDENTIALITY NOTICE This message (including any attachments) is > intended only for the use of the addressee(s) and may contain information > that is privileged and confidential. If you are the intended recipient, > further disclosures are prohibited without proper authorization. If you are > not the intended recipient or an authorized representative of the intended > recipient, the use, dissemination or reproduction of this communication is > prohibited and may be a violation of federal or state law and regulations. > If you have received this communication in error, please destroy all copies > of the message and its attachments and notify the sender immediately. The > Dallas County Hospital District and its affiliated entities hereby claim > all applicable privileges related to this information. >


  • 3.  Re: [External] Re: [FUNDSVCS] event, again

    Posted 03-28-2019 01:13 PM
    Frowns? Is it illegal? From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Katherine Fritz Sent: Thursday, March 28, 2019 9:03 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [External] Re: [FUNDSVCS] event, again *** This e-mail did not originate from a Parkland e-mail address. If you do not know or trust the sender, do not click on any links in this e-mail, open any attachments, or disclose any sensitive information such as your password. *** ________________________________ No, that is called bifurcation, and the IRS frowns upon it. best regards, Katie On Thu, Mar 28, 2019 at 10:02 AM Scott Lober <SCOTT.LOBER@phhs.org<mailto:SCOTT.LOBER@phhs.org>> wrote: Can a donor pay the benefit part of an event sponsorship with the balance coming from a family foundation? Scott Lober Development Operations Manager Parkland Foundation 1341 W. Mockingbird Ln., Suite 1100E Dallas, Texas 75247 214-266-2031 o 214-266-2050 f scott.lober@phhs.org<mailto:scott.lober@phhs.org> www.IStandforParkland.org<http://www.istandforparkland.org/> www.IStandforParkland.org/donate<https://www.istandforparkland.org/donate> www.IStandforParkland.org/email<https://www.istandforparkland.org/email> [cid:image001.jpg@01D1E65E.3657C0D0]<http://www.istandforparkland.org/> [cid:image002.png@01D1E65E.3657C0D0]<http://istandforparkland.org/facebook> [cid:image003.png@01D1E65E.3657C0D0] <http://istandforparkland.org/twitter> [cid:image005.png@01D1E65E.3657C0D0] <https://www.youtube.com/user/ParklandDallas> [cid:image006.png@01D1E65E.3657C0D0] <https://www.linkedin.com/company/parkland-hospital> [cid:image007.png@01D1E65E.3657C0D0] <https://www.pinterest.com/parklandhealth/i-stand-for-parkland/> CONFIDENTIALITY NOTICE This message (including any attachments) is intended only for the use of the addressee(s) and may contain information that is privileged and confidential. If you are the intended recipient, further disclosures are prohibited without proper authorization. If you are not the intended recipient or an authorized representative of the intended recipient, the use, dissemination or reproduction of this communication is prohibited and may be a violation of federal or state law and regulations. If you have received this communication in error, please destroy all copies of the message and its attachments and notify the sender immediately. The Dallas County Hospital District and its affiliated entities hereby claim all applicable privileges related to this information. -- Katherine Fritz, bCRE-Pro Manager, Development Operations Pennsylvania SPCA 350 E. Erie Avenue | Philadelphia, PA 19134 Phone: 267.463.2313 E-mail: kfritz@pspca.org<mailto:kfritz@pspca.org> | Website: www.pspca.org<http://www.pspca.org> With a 97% live release rate the Pennsylvania SPCA is the largest no-kill animal welfare organization in the state. Make a donation<https://pspca.org/support-us/donate/> today to save a life. CONFIDENTIALITY NOTICE This message (including any attachments) is intended only for the use of the addressee(s) and may contain information that is privileged and confidential. If you are the intended recipient, further disclosures are prohibited without proper authorization. If you are not the intended recipient or an authorized representative of the intended recipient, the use, dissemination or reproduction of this communication is prohibited and may be a violation of federal or state law and regulations. If you have received this communication in error, please destroy all copies of the message and its attachments and notify the sender immediately. The Dallas County Hospital District and its affiliated entities hereby claim all applicable privileges related to this information.