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  • 1.  best practice donations to income funds

    Posted 04-26-2019 10:24 AM
    What is most important is your internal financial structure, GL system, and chart of accounts. I have worked with many organizations who do not have different income/expense/gift accounts but, instead, use a single fund but "object codes" within the fund to differentiate between transaction types. So giving to an "income" fund might be just fine as long as your chart of accounts can differentiate between income types! This is probably a conversation you should initiate with your CFO. 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, Apr 26, 2019 at 11:18 AM Kiser, Kate <kkiser@iuhealth.org> wrote: > Greetings. > > > > I have stumbled on some cases where philanthropic dollars have been > directed to an income fund and believe that this does not follow best > practice in our industry. I’m looking for feedback on this topic if you > have encountered this issue or know of a best practice resource I can > consult on this issue. > > > > Thanks very much. > Kate > > > > Kate Kiser > > Director, Development Operations > > IU Health Foundation > > 317.962.9304 *|* kkiser@iuhealth.org <khord@iuhealth.org> > > www.iuhealthfoundation.org > > >


  • 2.  best practice donations to income funds

    Posted 04-26-2019 02:19 PM
    Greetings. I have stumbled on some cases where philanthropic dollars have been directed to an income fund and believe that this does not follow best practice in our industry. I'm looking for feedback on this topic if you have encountered this issue or know of a best practice resource I can consult on this issue. Thanks very much. Kate Kate Kiser Director, Development Operations IU Health Foundation 317.962.9304 | kkiser@iuhealth.org<mailto:khord@iuhealth.org> www.iuhealthfoundation.org<http://www.iuhealthfoundation.org>


  • 3.  Re: best practice donations to income funds

    Posted 04-26-2019 02:20 PM
    Do you mean an income fund for the donor? As in a planned gift? Or an income fund for the organization? --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com<mailto:marianne@staupell.com> http://www.staupell.com From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Kiser, Kate Sent: Friday, April 26, 2019 11:19 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] best practice donations to income funds Greetings. I have stumbled on some cases where philanthropic dollars have been directed to an income fund and believe that this does not follow best practice in our industry. I'm looking for feedback on this topic if you have encountered this issue or know of a best practice resource I can consult on this issue. Thanks very much. Kate Kate Kiser Director, Development Operations IU Health Foundation 317.962.9304 | kkiser@iuhealth.org<mailto:khord@iuhealth.org> www.iuhealthfoundation.org<http://www.iuhealthfoundation.org>