FundSvcs Community

We're looking into creating a gift administration fee policy and this string has been helpful to look over. One thing we're wondering is how the fee is communicated with donors. Do you have it available on an FAQ type page or is it noted on gift agreements/receipts at all? Thank you for any insight you can provide! Katie On Fri, Sep 21, 2018 at 1:33 PM Sean Shappell <ses211@lehigh.edu> wrote: > John and Cathey, > > Thanks for the feedback. I believe the current thinking is to make our fee > policy a lot more “flat” like those you referenced. I, for one, am > certainly in favor of that. > > Karen, > > As John said, it depends. However, specific to Lehigh, you are correct. > The % gets deducted from the gift account by Finance. > > Thanks. > > - Sean > > Sean Shappell > Senior Director, Information Services > Office of Development and Alumni Relations > Lehigh University > 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 > > office - 610.758.5814 > ses211@lehigh.edu > > On Sep 21, 2018, 11:21 AM -0400, John Taylor < > johntaylorconsulting@gmail.com>, wrote: > > The answer depends on how you structure the fee program. The answer is > "It depends." Some institutions will handle the fee that way - others will > allow the fee to come out of unrestricted or general funds of the same > department/school. > > 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 Fri, Sep 21, 2018 at 11:03 AM Wilmoth, Karen <wilmothk@dewv.edu> wrote: > >> So, if a donor makes a gift of $100,000 for a capital project only >> $997,000 would go to that project? >> >> >> >> Karen L. Wilmoth ‘83 >> >> Director of Development >> >> Halliehurst, 2nd Floor >> >> 100 Campus Drive >> >> Elkins, WV 26241 >> >> www.dewv.edu >> >> [image: D&E_linear_logo_rgb] >> >> Our mission: To prepare and inspire students for success and for >> thoughtful engagement in the world. >> >> >> >> >> >> >> >> *From:* Advancement Services Discussion List < >> FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of* Sean Shappell >> *Sent:* Thursday, September 20, 2018 4:46 PM >> *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG >> *Subject:* [FUNDSVCS] Gift Administration Fee Policy >> >> >> >> We’re soon coming up on a scheduled review of our gift administration fee >> policy. As such, I thought I’d poll the list to see what others are doing >> in this area. Our current gift administration fee policy is below: >> >> >> >> In accordance with Lehigh University's Board of Trustees approved policy, >> a portion of your contribution may be used to fund further advancement >> efforts on behalf of Lehigh University. Financial resources supporting the >> university's fundraising efforts are critical to the ongoing growth and >> reputation of Lehigh. >> >> >> - Gifts of more than $100,000 made in support of capital construction >> are subject to a three percent fee. >> - Gifts made in support of restricted operating purposes are >> subject to a three percent fee. >> - Gifts made to establish and increase restricted endowment funds >> are subject to a fee of the initial three months of earnings. >> - Gifts made to establish and increase unrestricted endowment >> funds are subject to a fee of the initial 12 months of earnings. >> >> Contributions not matching these descriptions are not subject to the >> Lehigh Gift Administration Fee Policy. >> >> >> >> I’d appreciate anyone will to share their institutions policy and/or >> their thoughts on what works well and what doesn’t. >> >> >> >> Thanks in advance! >> >> >> >> - Sean >> >> >> >> Sean Shappell >> >> Senior Director, Information Services >> >> Office of Development and Alumni Relations >> >> Lehigh University >> >> 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 >> >> >> >> office - 610.758.5814 >> >> ses211@lehigh.edu >> >> >> >> -- Katie Curtis '14 Gift Records Coordinator Pacific Lutheran University 12180 Park Ave S Tacoma, WA 98447 253-535-7422 For your security, please do not leave credit card or account information over email message or voicemail.

We put 2 different documents on our website at NC State back in 2010 when we implemented the fee. Here are the current versions: https://web.ncsu.edu/advancement-docs/gift_assessment_faq.pdf https://web.ncsu.edu/advancement-docs/gift_assessment_flyer.pdf John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On Apr 25, 2019, at 6:50 PM, Katie Curtis <curtisce@plu.edu> wrote: > > We're looking into creating a gift administration fee policy and this string has been helpful to look over. One thing we're wondering is how the fee is communicated with donors. Do you have it available on an FAQ type page or is it noted on gift agreements/receipts at all? > > Thank you for any insight you can provide! > > Katie > >> On Fri, Sep 21, 2018 at 1:33 PM Sean Shappell <ses211@lehigh.edu> wrote: >> John and Cathey, >> >> Thanks for the feedback. I believe the current thinking is to make our fee policy a lot more “flat” like those you referenced. I, for one, am certainly in favor of that. >> >> Karen, >> >> As John said, it depends. However, specific to Lehigh, you are correct. The % gets deducted from the gift account by Finance. >> >> Thanks. >> >> - Sean >> >> Sean Shappell >> Senior Director, Information Services >> Office of Development and Alumni Relations >> Lehigh University >> 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 >> >> office - 610.758.5814 >> ses211@lehigh.edu >> <3757A96369E743938412CC07B18F82A6.png> >>> On Sep 21, 2018, 11:21 AM -0400, John Taylor <johntaylorconsulting@gmail.com>, wrote: >>> The answer depends on how you structure the fee program. The answer is "It depends." Some institutions will handle the fee that way - others will allow the fee to come out of unrestricted or general funds of the same department/school. >>> >>> 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 Fri, Sep 21, 2018 at 11:03 AM Wilmoth, Karen <wilmothk@dewv.edu> wrote: >>>> So, if a donor makes a gift of $100,000 for a capital project only $997,000 would go to that project? >>>> >>>> >>>> >>>> Karen L. Wilmoth ‘83 >>>> >>>> Director of Development >>>> >>>> Halliehurst, 2nd Floor >>>> >>>> 100 Campus Drive >>>> >>>> Elkins, WV 26241 >>>> >>>> www.dewv.edu >>>> >>>> >>>> >>>> Our mission: To prepare and inspire students for success and for thoughtful engagement in the world. >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Sean Shappell >>>> Sent: Thursday, September 20, 2018 4:46 PM >>>> To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG >>>> Subject: [FUNDSVCS] Gift Administration Fee Policy >>>> >>>> >>>> >>>> We’re soon coming up on a scheduled review of our gift administration fee policy. As such, I thought I’d poll the list to see what others are doing in this area. Our current gift administration fee policy is below: >>>> >>>> >>>> >>>> In accordance with Lehigh University's Board of Trustees approved policy, a portion of your contribution may be used to fund further advancement efforts on behalf of Lehigh University. Financial resources supporting the university's fundraising efforts are critical to the ongoing growth and reputation of Lehigh. >>>> >>>> Gifts of more than $100,000 made in support of capital construction are subject to a three percent fee. >>>> Gifts made in support of restricted operating purposes are subject to a three percent fee. >>>> Gifts made to establish and increase restricted endowment funds are subject to a fee of the initial three months of earnings. >>>> Gifts made to establish and increase unrestricted endowment funds are subject to a fee of the initial 12 months of earnings. >>>> Contributions not matching these descriptions are not subject to the Lehigh Gift Administration Fee Policy. >>>> >>>> >>>> >>>> I’d appreciate anyone will to share their institutions policy and/or their thoughts on what works well and what doesn’t. >>>> >>>> >>>> >>>> Thanks in advance! >>>> >>>> >>>> >>>> - Sean >>>> >>>> >>>> >>>> Sean Shappell >>>> >>>> Senior Director, Information Services >>>> >>>> Office of Development and Alumni Relations >>>> >>>> Lehigh University >>>> >>>> 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 >>>> >>>> >>>> >>>> office - 610.758.5814 >>>> >>>> ses211@lehigh.edu >>>> >>>> >>>> >>>> >>>> > > > -- > Katie Curtis '14 > Gift Records Coordinator > Pacific Lutheran University > 12180 Park Ave S > Tacoma, WA 98447 > 253-535-7422 > > > For your security, please do not leave credit card or account information > over email message or voicemail.

Hello Katie, We have a gift fee and we disclose the fee before people make a gift. We include it in every: · Online giving form · Direct mail pledge card · Individualized proposal · Flier/letter · Gift agreement Abby Kelso Associate Vice President for Advancement Operations The Evergreen State College, Olympia, WA 98505 Office 360.867.6481 | Mobile 360.489.7971| kelsoa@evergreen.edu<mailto:kelsoa@evergreen.edu> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Katie Curtis Sent: Thursday, April 25, 2019 3:51 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Gift Administration Fee Policy We're looking into creating a gift administration fee policy and this string has been helpful to look over. One thing we're wondering is how the fee is communicated with donors. Do you have it available on an FAQ type page or is it noted on gift agreements/receipts at all? Thank you for any insight you can provide! Katie On Fri, Sep 21, 2018 at 1:33 PM Sean Shappell <ses211@lehigh.edu<mailto:ses211@lehigh.edu>> wrote: John and Cathey, Thanks for the feedback. I believe the current thinking is to make our fee policy a lot more “flat” like those you referenced. I, for one, am certainly in favor of that. Karen, As John said, it depends. However, specific to Lehigh, you are correct. The % gets deducted from the gift account by Finance. Thanks. - Sean Sean Shappell Senior Director, Information Services Office of Development and Alumni Relations Lehigh University 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 office - 610.758.5814 ses211@lehigh.edu<mailto:ses211@lehigh.edu> [cid:image001.png@01D4FB81.D2896680] On Sep 21, 2018, 11:21 AM -0400, John Taylor <johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com>>, wrote: The answer depends on how you structure the fee program. The answer is "It depends." Some institutions will handle the fee that way - others will allow the fee to come out of unrestricted or general funds of the same department/school. 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 Fri, Sep 21, 2018 at 11:03 AM Wilmoth, Karen <wilmothk@dewv.edu<mailto:wilmothk@dewv.edu>> wrote: So, if a donor makes a gift of $100,000 for a capital project only $997,000 would go to that project? Karen L. Wilmoth ‘83 Director of Development Halliehurst, 2nd Floor 100 Campus Drive Elkins, WV 26241 www.dewv.edu<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.dewv.edu%2F&data=02%7C01%7Ckelsoa%40EVERGREEN.EDU%7C19e980f5c2a2441d894a08d6c9d1ef15%7C22adcff7c06f49a68f2050711c40ddaa%7C0%7C0%7C636918300837614175&sdata=ryhPlGBtC7vp7BrII1NNTXHTrYWoip47Jz15vx3XDKc%3D&reserved=0> Our mission: To prepare and inspire students for success and for thoughtful engagement in the world. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Sean Shappell Sent: Thursday, September 20, 2018 4:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Gift Administration Fee Policy We’re soon coming up on a scheduled review of our gift administration fee policy. As such, I thought I’d poll the list to see what others are doing in this area. Our current gift administration fee policy is below: In accordance with Lehigh University's Board of Trustees approved policy, a portion of your contribution may be used to fund further advancement efforts on behalf of Lehigh University. Financial resources supporting the university's fundraising efforts are critical to the ongoing growth and reputation of Lehigh. * Gifts of more than $100,000 made in support of capital construction are subject to a three percent fee. * Gifts made in support of restricted operating purposes are subject to a three percent fee. * Gifts made to establish and increase restricted endowment funds are subject to a fee of the initial three months of earnings. * Gifts made to establish and increase unrestricted endowment funds are subject to a fee of the initial 12 months of earnings. Contributions not matching these descriptions are not subject to the Lehigh Gift Administration Fee Policy. I’d appreciate anyone will to share their institutions policy and/or their thoughts on what works well and what doesn’t. Thanks in advance! - Sean Sean Shappell Senior Director, Information Services Office of Development and Alumni Relations Lehigh University 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 office - 610.758.5814 ses211@lehigh.edu<mailto:ses211@lehigh.edu> -- Katie Curtis '14 Gift Records Coordinator Pacific Lutheran University 12180 Park Ave S Tacoma, WA 98447 253-535-7422 For your security, please do not leave credit card or account information over email message or voicemail.

Katie, We have it listed on all of our gift agreements. Something to the effect of… > quote_type > Consistent with Lehigh University policy, gifts and payments made in support of restricted current operating purposes are subject to a three (3) percent fee for administrative costs. We may change the language a bit depending on the gift type, tailoring it to the specific type of fee it hits. We also have a reference listed on all of our receipts… > quote_type > In accordance with Lehigh University's Board of Trustees approved policy, a portion of your contribution may be used to fund Development and Alumni Relations efforts on behalf of Lehigh University. For more information about our Gift Administration Fee policy, please visit www.lehigh.edu/giftfeepolicy or contact our office. Hope that helps. - Sean Sean Shappell Sr. Director, Information Services Lehigh University Development & Alumni Relations 306 S. New St., Suite 500 Bethlehem, PA 18015 (610) 758-5814 (office) (570) 594-6397 (mobile) ses211@lehigh.edu GOcampaign.lehigh.edu #LehighGoCampaign On Apr 25, 2019, 7:01 PM -0400, Katie Curtis <curtisce@plu.edu>, wrote: > We're looking into creating a gift administration fee policy and this string has been helpful to look over. One thing we're wondering is how the fee is communicated with donors. Do you have it available on an FAQ type page or is it noted on gift agreements/receipts at all? > > Thank you for any insight you can provide! > > Katie > > > On Fri, Sep 21, 2018 at 1:33 PM Sean Shappell <ses211@lehigh.edu> wrote: > > > John and Cathey, > > > > > > Thanks for the feedback. I believe the current thinking is to make our fee policy a lot more “flat” like those you referenced. I, for one, am certainly in favor of that. > > > > > > Karen, > > > > > > As John said, it depends. However, specific to Lehigh, you are correct. The % gets deducted from the gift account by Finance. > > > > > > Thanks. > > > > > > - Sean > > > > > > Sean Shappell > > > Senior Director, Information Services > > > Office of Development and Alumni Relations > > > Lehigh University > > > 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 > > > > > > office - 610.758.5814 > > > ses211@lehigh.edu > > > <3757A96369E743938412CC07B18F82A6.png> > > > On Sep 21, 2018, 11:21 AM -0400, John Taylor <johntaylorconsulting@gmail.com>, wrote: > > > > The answer depends on how you structure the fee program.  The answer is "It depends."  Some institutions will handle the fee that way - others will allow the fee to come out of unrestricted or general funds of the same department/school. > > > > > > > > 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 Fri, Sep 21, 2018 at 11:03 AM Wilmoth, Karen <wilmothk@dewv.edu> wrote: > > > > > > So, if a donor makes a gift of $100,000 for a capital project only $997,000 would go to that project? > > > > > > > > > > > > Karen L. Wilmoth ‘83 > > > > > > Director of Development > > > > > > Halliehurst, 2nd Floor > > > > > > 100 Campus Drive > > > > > > Elkins, WV 26241 > > > > > > www.dewv.edu > > > > > > > > > > > > Our mission: To prepare and inspire students for success and for thoughtful engagement in the world. > > > > > > > > > > > > > > > > > > > > > > > > From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Sean Shappell > > > > > > Sent: Thursday, September 20, 2018 4:46 PM > > > > > > To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG > > > > > > Subject: [FUNDSVCS] Gift Administration Fee Policy > > > > > > > > > > > > We’re soon coming up on a scheduled review of our gift administration fee policy. As such, I thought I’d poll the list to see what others are doing in this area. Our current gift administration fee policy is below: > > > > > > > > > > > > > In accordance with Lehigh University's Board of Trustees approved policy, a portion of your contribution may be used to fund further advancement efforts on behalf of Lehigh University. Financial resources supporting the university's fundraising efforts are critical to the ongoing growth and reputation of Lehigh. > > > > > > > > > > > > • Gifts of more than $100,000 made in support of capital construction are subject to a three percent fee. > > > > > > • Gifts made in support of restricted operating purposes are subject to a three percent fee. > > > > > > • Gifts made to establish and increase restricted endowment funds are subject to a fee of the initial three months of earnings. > > > > > > • Gifts made to establish and increase unrestricted endowment funds are subject to a fee of the initial 12 months of earnings. > > > > > > > > > > > > > Contributions not matching these descriptions are not subject to the Lehigh Gift Administration Fee Policy. > > > > > > > > > > > > I’d appreciate anyone will to share their institutions policy and/or their thoughts on what works well and what doesn’t. > > > > > > > > > > > > Thanks in advance! > > > > > > > > > > > > - Sean > > > > > > > > > > > > Sean Shappell > > > > > > Senior Director, Information Services > > > > > > Office of Development and Alumni Relations > > > > > > Lehigh University > > > > > > 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 > > > > > > > > > > > > office - 610.758.5814 > > > > > > ses211@lehigh.edu > > > > > > > > > -- > Katie Curtis '14 > Gift Records Coordinator > Pacific Lutheran University > 12180 Park Ave S > Tacoma, WA 98447 > 253-535-7422 > > > For your security, please do not leave credit card or account information > over email message or voicemail.

Don't forget pledge reminders, too! Try this: "To support our fundraising efforts and better align XYZ University with practices across the country, an administrative fee of 5% may be assessed on gifts." 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, Jun 19, 2019 at 3:48 PM Pryor, Corie <cpryor@truman.edu> wrote: > I would like to ask one more question in reference to this topic. Does > anyone put any type of one line disclosure on their tax receipts or online > giving page in addition to the flyer or FAQ? If so, would you mind sharing > your verbiage that you use? > > > > Thank you. > > > > *Corie Pryor* > > Coordinator of Operations > > Advancement Office > > Truman State University > > Kirksville MO 63501 > > cpryor@truman.edu > > 660-785-4125 > > > > > > *This message (including any attachments) may contain confidential, > proprietary and privileged information, and unauthorized disclosure or use > is prohibited. If you received this message in error, please notify the > sender and delete this message from your system.* > > > > *From:* Advancement Services Discussion List [mailto: > FUNDSVCS@LISTSERV.FUNDSVCS.ORG] *On Behalf Of *John Taylor > *Sent:* Thursday, April 25, 2019 6:45 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Gift Administration Fee Policy > > > > We put 2 different documents on our website at NC State back in 2010 when > we implemented the fee. Here are the current versions: > > > > https://web.ncsu.edu/advancement-docs/gift_assessment_faq.pdf > > > > https://web.ncsu.edu/advancement-docs/gift_assessment_flyer.pdf > > > > John Taylor > > 919.816.5903 > > johntaylorconsulting@gmail.com > > > > Big ideas; small keyboard > > > On Apr 25, 2019, at 6:50 PM, Katie Curtis <curtisce@plu.edu> wrote: > > We're looking into creating a gift administration fee policy and this > string has been helpful to look over. One thing we're wondering is how the > fee is communicated with donors. Do you have it available on an FAQ type > page or is it noted on gift agreements/receipts at all? > > > Thank you for any insight you can provide! > > > > Katie > > > > On Fri, Sep 21, 2018 at 1:33 PM Sean Shappell <ses211@lehigh.edu> wrote: > > John and Cathey, > > > > Thanks for the feedback. I believe the current thinking is to make our fee > policy a lot more “flat” like those you referenced. I, for one, am > certainly in favor of that. > > > > Karen, > > > > As John said, it depends. However, specific to Lehigh, you are correct. > The % gets deducted from the gift account by Finance. > > > > Thanks. > > > > - Sean > > > > Sean Shappell > > Senior Director, Information Services > > Office of Development and Alumni Relations > > Lehigh University > > 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 > > > > office - 610.758.5814 > > ses211@lehigh.edu > > <3757A96369E743938412CC07B18F82A6.png> > > On Sep 21, 2018, 11:21 AM -0400, John Taylor < > johntaylorconsulting@gmail.com>, wrote: > > The answer depends on how you structure the fee program. The answer is > "It depends." Some institutions will handle the fee that way - others will > allow the fee to come out of unrestricted or general funds of the same > department/school. > > > > 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 Fri, Sep 21, 2018 at 11:03 AM Wilmoth, Karen <wilmothk@dewv.edu> wrote: > > So, if a donor makes a gift of $100,000 for a capital project only > $997,000 would go to that project? > > > > Karen L. Wilmoth ‘83 > > Director of Development > > Halliehurst, 2nd Floor > > 100 Campus Drive > > Elkins, WV 26241 > > www.dewv.edu > > [image: D&E_linear_logo_rgb] > > Our mission: To prepare and inspire students for success and for > thoughtful engagement in the world. > > > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of* Sean Shappell > *Sent:* Thursday, September 20, 2018 4:46 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] Gift Administration Fee Policy > > > > We’re soon coming up on a scheduled review of our gift administration fee > policy. As such, I thought I’d poll the list to see what others are doing > in this area. Our current gift administration fee policy is below: > > > > In accordance with Lehigh University's Board of Trustees approved policy, > a portion of your contribution may be used to fund further advancement > efforts on behalf of Lehigh University. Financial resources supporting the > university's fundraising efforts are critical to the ongoing growth and > reputation of Lehigh. > > > - Gifts of more than $100,000 made in support of capital construction > are subject to a three percent fee. > - Gifts made in support of restricted operating purposes are > subject to a three percent fee. > - Gifts made to establish and increase restricted endowment funds > are subject to a fee of the initial three months of earnings. > - Gifts made to establish and increase unrestricted endowment funds > are subject to a fee of the initial 12 months of earnings. > > Contributions not matching these descriptions are not subject to the > Lehigh Gift Administration Fee Policy. > > > > I’d appreciate anyone will to share their institutions policy and/or their > thoughts on what works well and what doesn’t. > > > > Thanks in advance! > > > > - Sean > > > > Sean Shappell > > Senior Director, Information Services > > Office of Development and Alumni Relations > > Lehigh University > > 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 > > > > office - 610.758.5814 > > ses211@lehigh.edu > > > > > > > -- > > Katie Curtis '14 > > Gift Records Coordinator > > Pacific Lutheran University > > 12180 Park Ave S > > Tacoma, WA 98447 > > 253-535-7422 > > > > > > For your security, please do not leave credit card or account information > over email message or voicemail. > >

I would like to ask one more question in reference to this topic. Does anyone put any type of one line disclosure on their tax receipts or online giving page in addition to the flyer or FAQ? If so, would you mind sharing your verbiage that you use? Thank you. Corie Pryor Coordinator of Operations Advancement Office Truman State University Kirksville MO 63501 cpryor@truman.edu<mailto:cpryor@truman.edu> 660-785-4125 This message (including any attachments) may contain confidential, proprietary and privileged information, and unauthorized disclosure or use is prohibited. If you received this message in error, please notify the sender and delete this message from your system. From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of John Taylor Sent: Thursday, April 25, 2019 6:45 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Gift Administration Fee Policy We put 2 different documents on our website at NC State back in 2010 when we implemented the fee. Here are the current versions: https://web.ncsu.edu/advancement-docs/gift_assessment_faq.pdf https://web.ncsu.edu/advancement-docs/gift_assessment_flyer.pdf John Taylor 919.816.5903 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> Big ideas; small keyboard On Apr 25, 2019, at 6:50 PM, Katie Curtis <curtisce@plu.edu<mailto:curtisce@plu.edu>> wrote: We're looking into creating a gift administration fee policy and this string has been helpful to look over. One thing we're wondering is how the fee is communicated with donors. Do you have it available on an FAQ type page or is it noted on gift agreements/receipts at all? Thank you for any insight you can provide! Katie On Fri, Sep 21, 2018 at 1:33 PM Sean Shappell <ses211@lehigh.edu<mailto:ses211@lehigh.edu>> wrote: John and Cathey, Thanks for the feedback. I believe the current thinking is to make our fee policy a lot more “flat” like those you referenced. I, for one, am certainly in favor of that. Karen, As John said, it depends. However, specific to Lehigh, you are correct. The % gets deducted from the gift account by Finance. Thanks. - Sean Sean Shappell Senior Director, Information Services Office of Development and Alumni Relations Lehigh University 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 office - 610.758.5814 ses211@lehigh.edu<mailto:ses211@lehigh.edu> <3757A96369E743938412CC07B18F82A6.png> On Sep 21, 2018, 11:21 AM -0400, John Taylor <johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com>>, wrote: The answer depends on how you structure the fee program. The answer is "It depends." Some institutions will handle the fee that way - others will allow the fee to come out of unrestricted or general funds of the same department/school. 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 Fri, Sep 21, 2018 at 11:03 AM Wilmoth, Karen <wilmothk@dewv.edu<mailto:wilmothk@dewv.edu>> wrote: So, if a donor makes a gift of $100,000 for a capital project only $997,000 would go to that project? Karen L. Wilmoth ‘83 Director of Development Halliehurst, 2nd Floor 100 Campus Drive Elkins, WV 26241 www.dewv.edu<http://www.dewv.edu/> [D&E_linear_logo_rgb] Our mission: To prepare and inspire students for success and for thoughtful engagement in the world. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Sean Shappell Sent: Thursday, September 20, 2018 4:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Gift Administration Fee Policy We’re soon coming up on a scheduled review of our gift administration fee policy. As such, I thought I’d poll the list to see what others are doing in this area. Our current gift administration fee policy is below: In accordance with Lehigh University's Board of Trustees approved policy, a portion of your contribution may be used to fund further advancement efforts on behalf of Lehigh University. Financial resources supporting the university's fundraising efforts are critical to the ongoing growth and reputation of Lehigh. * Gifts of more than $100,000 made in support of capital construction are subject to a three percent fee. * Gifts made in support of restricted operating purposes are subject to a three percent fee. * Gifts made to establish and increase restricted endowment funds are subject to a fee of the initial three months of earnings. * Gifts made to establish and increase unrestricted endowment funds are subject to a fee of the initial 12 months of earnings. Contributions not matching these descriptions are not subject to the Lehigh Gift Administration Fee Policy. I’d appreciate anyone will to share their institutions policy and/or their thoughts on what works well and what doesn’t. Thanks in advance! - Sean Sean Shappell Senior Director, Information Services Office of Development and Alumni Relations Lehigh University 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 office - 610.758.5814 ses211@lehigh.edu<mailto:ses211@lehigh.edu> [cid:] -- Katie Curtis '14 Gift Records Coordinator Pacific Lutheran University 12180 Park Ave S Tacoma, WA 98447 253-535-7422 For your security, please do not leave credit card or account information over email message or voicemail.

We have this at the bottom of most all our communication: A portion of funds raised goes to support the foundation’s ongoing fundraising efforts for our ministry. Chris Patton, bCRE Manager of Development Services Presbyterian Communities and Services Foundation In Support of: Faith Presbyterian Hospice Presbyterian Village North 12467 Merit Dr. Dallas, TX 75251 214-413-1577 – Main 214-413-1552 - Direct 214-316-4575 – Cell 214-413-1599 – Main Fax cpatton@prescs.org<mailto:cpatton@prescs.org> www.prescs.org<http://www.prescs.org/> [cid:image002.png@01D18433.B19BEEC0] Each Moment Matters P. S. You can make a simple, yet transformational gift to Presbyterian Communities and Services Foundation through your will or estate that costs you nothing during your lifetime. Learn more at https://prescs.planmygift.org<https://prescs.planmygift.org/> CONFIDENTIALITY STATEMENT: The information in this email message is intended to be confidential and for the use of only the individual or entity named above. If the reader of this message is not the intended recipient, you are notified that retention, dissemination, distribution, or copying of this e-mail is strictly prohibited. If you received this e-mail in error, please notify us immediately by telephone or return it to the address. From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Pryor, Corie Sent: Wednesday, June 19, 2019 2:48 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Gift Administration Fee Policy I would like to ask one more question in reference to this topic. Does anyone put any type of one line disclosure on their tax receipts or online giving page in addition to the flyer or FAQ? If so, would you mind sharing your verbiage that you use? Thank you. Corie Pryor Coordinator of Operations Advancement Office Truman State University Kirksville MO 63501 cpryor@truman.edu<mailto:cpryor@truman.edu> 660-785-4125 This message (including any attachments) may contain confidential, proprietary and privileged information, and unauthorized disclosure or use is prohibited. If you received this message in error, please notify the sender and delete this message from your system. From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of John Taylor Sent: Thursday, April 25, 2019 6:45 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Gift Administration Fee Policy We put 2 different documents on our website at NC State back in 2010 when we implemented the fee. Here are the current versions: https://web.ncsu.edu/advancement-docs/gift_assessment_faq.pdf https://web.ncsu.edu/advancement-docs/gift_assessment_flyer.pdf John Taylor 919.816.5903 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> Big ideas; small keyboard On Apr 25, 2019, at 6:50 PM, Katie Curtis <curtisce@plu.edu<mailto:curtisce@plu.edu>> wrote: We're looking into creating a gift administration fee policy and this string has been helpful to look over. One thing we're wondering is how the fee is communicated with donors. Do you have it available on an FAQ type page or is it noted on gift agreements/receipts at all? Thank you for any insight you can provide! Katie On Fri, Sep 21, 2018 at 1:33 PM Sean Shappell <ses211@lehigh.edu<mailto:ses211@lehigh.edu>> wrote: John and Cathey, Thanks for the feedback. I believe the current thinking is to make our fee policy a lot more “flat” like those you referenced. I, for one, am certainly in favor of that. Karen, As John said, it depends. However, specific to Lehigh, you are correct. The % gets deducted from the gift account by Finance. Thanks. - Sean Sean Shappell Senior Director, Information Services Office of Development and Alumni Relations Lehigh University 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 office - 610.758.5814 ses211@lehigh.edu<mailto:ses211@lehigh.edu> <3757A96369E743938412CC07B18F82A6.png> On Sep 21, 2018, 11:21 AM -0400, John Taylor <johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com>>, wrote: The answer depends on how you structure the fee program. The answer is "It depends." Some institutions will handle the fee that way - others will allow the fee to come out of unrestricted or general funds of the same department/school. 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 Fri, Sep 21, 2018 at 11:03 AM Wilmoth, Karen <wilmothk@dewv.edu<mailto:wilmothk@dewv.edu>> wrote: So, if a donor makes a gift of $100,000 for a capital project only $997,000 would go to that project? Karen L. Wilmoth ‘83 Director of Development Halliehurst, 2nd Floor 100 Campus Drive Elkins, WV 26241 www.dewv.edu<http://www.dewv.edu/> [D&E_linear_logo_rgb] Our mission: To prepare and inspire students for success and for thoughtful engagement in the world. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Sean Shappell Sent: Thursday, September 20, 2018 4:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Gift Administration Fee Policy We’re soon coming up on a scheduled review of our gift administration fee policy. As such, I thought I’d poll the list to see what others are doing in this area. Our current gift administration fee policy is below: In accordance with Lehigh University's Board of Trustees approved policy, a portion of your contribution may be used to fund further advancement efforts on behalf of Lehigh University. Financial resources supporting the university's fundraising efforts are critical to the ongoing growth and reputation of Lehigh. * Gifts of more than $100,000 made in support of capital construction are subject to a three percent fee. * Gifts made in support of restricted operating purposes are subject to a three percent fee. * Gifts made to establish and increase restricted endowment funds are subject to a fee of the initial three months of earnings. * Gifts made to establish and increase unrestricted endowment funds are subject to a fee of the initial 12 months of earnings. Contributions not matching these descriptions are not subject to the Lehigh Gift Administration Fee Policy. I’d appreciate anyone will to share their institutions policy and/or their thoughts on what works well and what doesn’t. Thanks in advance! - Sean Sean Shappell Senior Director, Information Services Office of Development and Alumni Relations Lehigh University 306 South New Street, Suite 500, Bethlehem, PA 18015-1652 office - 610.758.5814 ses211@lehigh.edu<mailto:ses211@lehigh.edu> [cid:image006.png@01D526B9.BC3590D0] -- Katie Curtis '14 Gift Records Coordinator Pacific Lutheran University 12180 Park Ave S Tacoma, WA 98447 253-535-7422 For your security, please do not leave credit card or account information over email message or voicemail. CONFIDENTIALITY STATEMENT: The information in this email message is intended to be confidential and for the use of only the individual or entity named above. If the reader of this message is not the intended recipient, you are notified that retention, dissemination, distribution or copying of this email is strictly prohibited. If you received this email in error, please notify us immediately by telephone or return it to the address above. Thank you.