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  • 1.  Giving to Club Sports

    Posted 04-22-2019 11:50 AM
    Good Afternoon, In the past, I had asked for clarification on donations to Greek Life and student activities that were not educationally based. I understand that for these types of gifts, we cannot accept them as an organization due to IRS guidelines of accepting "agency" gifts. What I failed to ask during that time, however, was clarification on why it is OK to accept gifts for "club sports" and how they differ from these other types of donations. I just want to be absolutely sure that what we are accepting donations for is fair to the organization and the donor moving forward so we are offering equal and consistent messaging. Thank you, Jessica R. Collins Director of Advancement Services University of Lynchburg


  • 2.  Re: Giving to Club Sports

    Posted 04-22-2019 12:11 PM
    Who said that it was okay to gift to club sports? The IRS regulations pertaining to student groups and clubs do not list these as an exception. Here is the relevant section of code: 1. Student clubs and societies may qualify for exemption under IRC 501(c)(3) if they serve exclusively educational purposes, even if they offer incidental social or recreational activities. a. The educational purposes of a student club or society that qualifies under IRC 501(c)(3) is reflected by the nature of its programs, the incidental character of its recreational and social activities, and the criteria by which it selects it membership. b. The mere limiting of availability of a program to a relatively small membership of a restricted class in the manner described in Rev. Rul. 56–403, 1956–2 C.B. 307, will not preclude exemption for an otherwise qualified student organization. 2. In contrast, as set out in Rev. Rul. 73–439, 1973–2 C.B. 176, a student club or society is not educational if its activities, membership criteria, or other operational aspects reflect purposes that are not exclusively educational. 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 Mon, Apr 22, 2019 at 1:00 PM Jessica Collins <collins_jr@lynchburg.edu> wrote: > Good Afternoon, > > In the past, I had asked for clarification on donations to Greek Life and > student activities that were not educationally based. I understand that for > these types of gifts, we cannot accept them as an organization due to IRS > guidelines of accepting "agency" gifts. What I failed to ask during that > time, however, was clarification on why it is OK to accept gifts for "club > sports" and how they differ from these other types of donations. > > I just want to be absolutely sure that what we are accepting donations for > is fair to the organization and the donor moving forward so we are offering > equal and consistent messaging. > > Thank you, > Jessica R. Collins > Director of Advancement Services > University of Lynchburg >


  • 3.  Re: Giving to Club Sports

    Posted 04-22-2019 04:24 PM
      |   view attached
    Probably the key to the evaluation is the way that the IRS defines “educational” in this context: 7.25.3.7 (02-23-1999) Educational Purposes 2. The regulations under Reg. 1.501(c)(3)–1(d)(3)(i) define education as: A. "the instruction or training of the individual for the purpose of improving or developing his capabilities" B. "the instruction of the public on subjects useful to the individual and beneficial to the community." In particular, the definition is not restricted to “intellectual” capabilities or the like. Club sports could certainly be viewed as improving or developing an individual’s athletic capabilities (just as, say, a capella groups could be viewed as improving or developing an individual’s musical capabilities). John has put the relevant IRS citations into a document (attached). (It’s worth noting that sororities and fraternities (social sororities and fraternities, that is) are something of a special case, since their status under the tax code doesn’t allow them to accept tax-deductible contributions, and the IRS is quite reasonably concerned about a donor trying to use a college or a university as a pass-through to make a gift to a fraternity or sorority tax-deductible. In particular, gifts to support fraternity or sorority housing are not tax-deductible, except under two incredibly narrow exceptions, which I could summarize if necessary. On the other hand, gifts that support educational purposes and would qualify as tax-deductible don’t become non-deductible just because the students whose improvement or development is underwritten are members of a fraternity or sorority.) So the determination, for club sports or for other clubs, would consider whether the organizations “serve exclusively educational purposes, even if they offer incidental social or recreational activities” (again, with “educational” encompassing the purpose of developing or improving an individual’s capabilities.) My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Jessica Collins Sent: Monday, April 22, 2019 12:50 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Giving to Club Sports Good Afternoon, In the past, I had asked for clarification on donations to Greek Life and student activities that were not educationally based. I understand that for these types of gifts, we cannot accept them as an organization due to IRS guidelines of accepting "agency" gifts. What I failed to ask during that time, however, was clarification on why it is OK to accept gifts for "club sports" and how they differ from these other types of donations. I just want to be absolutely sure that what we are accepting donations for is fair to the organization and the donor moving forward so we are offering equal and consistent messaging. Thank you, Jessica R. Collins Director of Advancement Services University of Lynchburg


  • 4.  Re: Giving to Club Sports

    Posted 04-23-2019 07:45 AM
    Am I mistaken in thinking that who controls the funds also plays into this? If the student group controls the funds, not the institution, wouldn't that negate the tax-deductibility?


  • 5.  Re: Giving to Club Sports

    Posted 04-23-2019 08:10 AM
    The very complicated issue of control pertains to the donor - not the donee. Assuming the donation meets the educational criteria previously discussed in the messages you did not include, and a gift is made irrevocably to or for the use of a qualified organization (per IRS Publication 526), the institutional group, department, or organization to which the gift is given has "control" over the expenditure of those funds or endowment earnings. A caveat is that those expenditures must meet those previously established criteria and further honor the original donor intent (per the Donor Bill of Rights). 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 Tue, Apr 23, 2019 at 8:57 AM Serena Livingston <slivings@risd.edu> wrote: > Am I mistaken in thinking that who controls the funds also plays into > this? > If the student group controls the funds, not the institution, wouldn't > that negate the tax-deductibility? >


  • 6.  Re: Giving to Club Sports

    Posted 04-23-2019 12:07 PM
    Only your counsel knows for sure ☺. However, at many colleges and universities, recognized student organizations, in return for benefits like recognized status, qualification to use campus facilities, qualification to receive funds from student fees, etc., enter into an agreement with the school that grants the student services office or another department a level of oversight over the student organization. That would probably be sufficient to allow deductibility of gifts to a student organization that otherwise meets the “exclusively educational purposes” test, even if the day-to-day decisions about the expenditure of the funds rests with the leadership of the student group. Anyway, that’s what I’ve seen. My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Serena Livingston Sent: Tuesday, April 23, 2019 8:45 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Giving to Club Sports Am I mistaken in thinking that who controls the funds also plays into this? If the student group controls the funds, not the institution, wouldn't that negate the tax-deductibility?


  • 7.  Re: Giving to Club Sports

    Posted 04-23-2019 01:30 PM
    Ah, yes, the donor does need to have relinquished control. But also the donee has to exercise control, so that it can expend the funds pursuant to its qualified purpose. But, as I suggested separately, while the relationship between an educational institution and a recognized student club organized for educational purposes needs to be established/documented, the relationship is typically such that there would be donee oversight/control and not an issue that would affect deductibility. My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Tuesday, April 23, 2019 9:10 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Giving to Club Sports The very complicated issue of control pertains to the donor - not the donee. Assuming the donation meets the educational criteria previously discussed in the messages you did not include, and a gift is made irrevocably to or for the use of a qualified organization (per IRS Publication 526), the institutional group, department, or organization to which the gift is given has "control" over the expenditure of those funds or endowment earnings. A caveat is that those expenditures must meet those previously established criteria and further honor the original donor intent (per the Donor Bill of Rights). 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 Tue, Apr 23, 2019 at 8:57 AM Serena Livingston <slivings@risd.edu<mailto:slivings@risd.edu>> wrote: Am I mistaken in thinking that who controls the funds also plays into this? If the student group controls the funds, not the institution, wouldn't that negate the tax-deductibility?