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Hi, A donor gives $500 for attending an event in which $100 is quid pro quo. We know the tax-deductible amount is $400 and that is reflected on the receipt. The question is for the donor's giving history record, do you credit $500 or $400? What is the industry practice? Do you give the donor the full $500 commitment even if $100 is not-deductible? Or do you only give the donor $400 credit in their giving history? Same with your fundraising reports and metrics? Is it $500 or $400? Thanks, Paula ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ *Paula M. Lee '93* Executive Director for Advancement Systems and Data Management Institutional Advancement Division Brandeis University 415 South Street, MS126 | Waltham, MA 02453 p: 781-736-4128 | f: 781-736-4109 e: plee@brandeis.edu Support Brandeis University and make your gift online at giving.brandeis.edu . This email may contain information that is confidential, privileged or otherwise protected from disclosure. If you are not the intended recipient of this email, do not duplicate or redistribute the contents by any means. Please delete this email and any attachments and notify the sender that you have received this email in error. Unintended recipients are prohibited from taking any action on the contents in this email. If you are the intended recipient, we request that you dispose of the provided information properly. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Outside of higher education, my answer might be different. But in higher ed, the tendency is to count the legal value only. The exception comes with irrevocable deferred gifts. While the deductible amount is what you report to VSE, many include the face amount in lifetime giving totals. Institutions also have various "rules" on revocable gifts like bequest expectancies. 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, May 14, 2019 at 3:18 PM Paula Lee <plee@brandeis.edu> wrote: > Hi, > > A donor gives $500 for attending an event in which $100 is quid pro quo. > We know the tax-deductible amount is $400 and that is reflected on the > receipt. > > The question is for the donor's giving history record, do you credit $500 > or $400? What is the industry practice? Do you give the donor the full > $500 commitment even if $100 is not-deductible? Or do you only give the > donor $400 credit in their giving history? > > Same with your fundraising reports and metrics? Is it $500 or $400? > > > Thanks, > Paula > ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ > > *Paula M. Lee '93* > Executive Director for Advancement Systems and Data Management > Institutional Advancement Division > Brandeis University > 415 South Street, MS126 | Waltham, MA 02453 > p: 781-736-4128 | f: 781-736-4109 > e: plee@brandeis.edu > > Support Brandeis University and make your gift online at > giving.brandeis.edu. > > > > This email may contain information that is confidential, privileged or > otherwise protected from disclosure. If you are not the intended recipient > of this email, do not duplicate or redistribute the contents by any means. > Please delete this email and any attachments and notify the sender that > you have received this email in error. Unintended recipients are prohibited > from taking any action on the contents in this email. If you are the > intended > recipient, we request that you dispose of the provided information > properly. > ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ >

Thank you. This helps. Paula ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ *Paula M. Lee '93* Executive Director for Advancement Systems and Data Management Institutional Advancement Division Brandeis University 415 South Street, MS126 | Waltham, MA 02453 p: 781-736-4128 | f: 781-736-4109 e: plee@brandeis.edu Support Brandeis University and make your gift online at giving.brandeis.edu . This email may contain information that is confidential, privileged or otherwise protected from disclosure. If you are not the intended recipient of this email, do not duplicate or redistribute the contents by any means. Please delete this email and any attachments and notify the sender that you have received this email in error. Unintended recipients are prohibited from taking any action on the contents in this email. If you are the intended recipient, we request that you dispose of the provided information properly. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ On Wed, May 15, 2019 at 11:02 AM Hejnal, Alan < 00000031f8bb5829-dmarc-request@listserv.fundsvcs.org> wrote: > Eloquently expressed. I agree. > > > > 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 > > > [image: SNAGHTML5cbfa34] <https://www.si.edu/> > [image: AASP_FundSvcs_LOGO-01(040pct)(mark)] > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Ron Eisenstein > *Sent:* Wednesday, May 15, 2019 10:32 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] What do you count in your fundraising reports? > > > > Hi Paula, > > > > In developing trustee reports early in my career, I quickly learned how > important it was to be as inclusive as possible. My conversations with > fundraisers helped inform this view. > > > > Giving history reports should be viewed from the perspective of donors and > those who manage them. For example, imagine your VP showing a trustee her > giving history. Those conversations are usually geared around stewardship > and cultivation activities. The last thing you want is for your VP to be > sidetracked and peppered with questions about the “accuracy” of the report > (e.g. “I gave $30,000 and not $24,450”). For that reason, it’s valuable to > develop a “recognition” credit model that is accurate, but as generous as > possible. In that model, I’ve included premiums in recognition totals when > there’s at least some charitable portion to the contribution. It’s all > about donor relations; the receipts you generate already reflect the > donative portion of their gift. > > > > For fundraising progress reports, however, you should follow your > campaign/report counting document, which may or may not include premiums. > In my experience, they usually do, but not always. If you don’t have such a > document, I recommend you develop one and ask that it be approved by your > VP, President, and ultimately your board. For benchmarking surveys like > VSE, premiums are excluded to allow for more accurate and consistent > comparisons across institutions. > > > > Best, > > Ron > > > > *Ron Eisenstein* > > Partner > > The Solas Group > > > > *thesolasgroup.com > <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.thesolasgroup.com%2F&data=02%7C01%7CHejnalA%40SI.EDU%7C5d5add7dacc0469cd44d08d6d9421e7a%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C1%7C0%7C636935275345154951&sdata=DBbm1Nhr23PtclZ78JzC3I8gvq1a7swluirdQESGSSo%3D&reserved=0>* > | (773) 315-6014 > > > > [image: temp] > <https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.thesolasgroup.com%2F&data=02%7C01%7CHejnalA%40SI.EDU%7C5d5add7dacc0469cd44d08d6d9421e7a%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C1%7C0%7C636935275345154951&sdata=DBbm1Nhr23PtclZ78JzC3I8gvq1a7swluirdQESGSSo%3D&reserved=0> > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Paula Lee > *Sent:* Tuesday, May 14, 2019 2:18 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] What do you count in your fundraising reports? > > > > Hi, > > > > A donor gives $500 for attending an event in which $100 is quid pro quo. > We know the tax-deductible amount is $400 and that is reflected on the > receipt. > > > > The question is for the donor's giving history record, do you credit $500 > or $400? What is the industry practice? Do you give the donor the full > $500 commitment even if $100 is not-deductible? Or do you only give the > donor $400 credit in their giving history? > > > > Same with your fundraising reports and metrics? Is it $500 or $400? > > > > > Thanks, > > Paula > ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ > > *Paula M. Lee '93* > > Executive Director for Advancement Systems and Data Management > > Institutional Advancement Division > Brandeis University > > 415 South Street, MS126 | Waltham, MA 02453 > > p: 781-736-4128 | f: 781-736-4109 > e: plee@brandeis.edu > > > Support Brandeis University and make your gift online at > giving.brandeis.edu > <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgiving.brandeis.edu&data=02%7C01%7CHejnalA%40SI.EDU%7C5d5add7dacc0469cd44d08d6d9421e7a%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C1%7C0%7C636935275345164948&sdata=X42wWtAiGo10bnRf7Jl%2BE%2BIb5n%2BaWMCGSgy%2Bwdb%2BdR8%3D&reserved=0> > . > > > > > > This email may contain information that is confidential, privileged or > otherwise protected from disclosure. If you are not the intended recipient > of this email, do not duplicate or redistribute the contents by any means. > Please delete this email and any attachments and notify the sender that > you have received this email in error. Unintended recipients are prohibited > from taking any action on the contents in this email. If you are the > intended > recipient, we request that you dispose of the provided information > properly. > ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ >

Hi Paula, In developing trustee reports early in my career, I quickly learned how important it was to be as inclusive as possible. My conversations with fundraisers helped inform this view. Giving history reports should be viewed from the perspective of donors and those who manage them. For example, imagine your VP showing a trustee her giving history. Those conversations are usually geared around stewardship and cultivation activities. The last thing you want is for your VP to be sidetracked and peppered with questions about the “accuracy” of the report (e.g. “I gave $30,000 and not $24,450”). For that reason, it’s valuable to develop a “recognition” credit model that is accurate, but as generous as possible. In that model, I’ve included premiums in recognition totals when there’s at least some charitable portion to the contribution. It’s all about donor relations; the receipts you generate already reflect the donative portion of their gift. For fundraising progress reports, however, you should follow your campaign/report counting document, which may or may not include premiums. In my experience, they usually do, but not always. If you don’t have such a document, I recommend you develop one and ask that it be approved by your VP, President, and ultimately your board. For benchmarking surveys like VSE, premiums are excluded to allow for more accurate and consistent comparisons across institutions. Best, Ron Ron Eisenstein Partner The Solas Group thesolasgroup.com<https://www.thesolasgroup.com/> | (773) 315-6014 [temp]<https://www.thesolasgroup.com/> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Paula Lee Sent: Tuesday, May 14, 2019 2:18 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] What do you count in your fundraising reports? Hi, A donor gives $500 for attending an event in which $100 is quid pro quo. We know the tax-deductible amount is $400 and that is reflected on the receipt. The question is for the donor's giving history record, do you credit $500 or $400? What is the industry practice? Do you give the donor the full $500 commitment even if $100 is not-deductible? Or do you only give the donor $400 credit in their giving history? Same with your fundraising reports and metrics? Is it $500 or $400? Thanks, Paula ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Paula M. Lee '93 Executive Director for Advancement Systems and Data Management Institutional Advancement Division Brandeis University 415 South Street, MS126 | Waltham, MA 02453 p: 781-736-4128 | f: 781-736-4109 e: plee@brandeis.edu<mailto:plee@brandeis.edu> Support Brandeis University and make your gift online at giving.brandeis.edu<http://giving.brandeis.edu>. [https://docs.google.com/uc?export=download&id=1fM4Wt7lKT2666mnlEek6iwFAWwYb9q1B&revid=0B-UFCAYhBprhQWJOclU0Tk14OTRpU3p3UkVRNUNweW9BQmU4PQ] This email may contain information that is confidential, privileged or otherwise protected from disclosure. If you are not the intended recipient of this email, do not duplicate or redistribute the contents by any means. Please delete this email and any attachments and notify the sender that you have received this email in error. Unintended recipients are prohibited from taking any action on the contents in this email. If you are the intended recipient, we request that you dispose of the provided information properly. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Eloquently expressed. I agree. 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 Ron Eisenstein Sent: Wednesday, May 15, 2019 10:32 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] What do you count in your fundraising reports? Hi Paula, In developing trustee reports early in my career, I quickly learned how important it was to be as inclusive as possible. My conversations with fundraisers helped inform this view. Giving history reports should be viewed from the perspective of donors and those who manage them. For example, imagine your VP showing a trustee her giving history. Those conversations are usually geared around stewardship and cultivation activities. The last thing you want is for your VP to be sidetracked and peppered with questions about the “accuracy” of the report (e.g. “I gave $30,000 and not $24,450”). For that reason, it’s valuable to develop a “recognition” credit model that is accurate, but as generous as possible. In that model, I’ve included premiums in recognition totals when there’s at least some charitable portion to the contribution. It’s all about donor relations; the receipts you generate already reflect the donative portion of their gift. For fundraising progress reports, however, you should follow your campaign/report counting document, which may or may not include premiums. In my experience, they usually do, but not always. If you don’t have such a document, I recommend you develop one and ask that it be approved by your VP, President, and ultimately your board. For benchmarking surveys like VSE, premiums are excluded to allow for more accurate and consistent comparisons across institutions. Best, Ron Ron Eisenstein Partner The Solas Group thesolasgroup.com<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.thesolasgroup.com%2F&data=02%7C01%7CHejnalA%40SI.EDU%7C5d5add7dacc0469cd44d08d6d9421e7a%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C1%7C0%7C636935275345154951&sdata=DBbm1Nhr23PtclZ78JzC3I8gvq1a7swluirdQESGSSo%3D&reserved=0> | (773) 315-6014 [temp]<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.thesolasgroup.com%2F&data=02%7C01%7CHejnalA%40SI.EDU%7C5d5add7dacc0469cd44d08d6d9421e7a%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C1%7C0%7C636935275345154951&sdata=DBbm1Nhr23PtclZ78JzC3I8gvq1a7swluirdQESGSSo%3D&reserved=0> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Paula Lee Sent: Tuesday, May 14, 2019 2:18 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] What do you count in your fundraising reports? Hi, A donor gives $500 for attending an event in which $100 is quid pro quo. We know the tax-deductible amount is $400 and that is reflected on the receipt. The question is for the donor's giving history record, do you credit $500 or $400? What is the industry practice? Do you give the donor the full $500 commitment even if $100 is not-deductible? Or do you only give the donor $400 credit in their giving history? Same with your fundraising reports and metrics? Is it $500 or $400? Thanks, Paula ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Paula M. Lee '93 Executive Director for Advancement Systems and Data Management Institutional Advancement Division Brandeis University 415 South Street, MS126 | Waltham, MA 02453 p: 781-736-4128 | f: 781-736-4109 e: plee@brandeis.edu<mailto:plee@brandeis.edu> Support Brandeis University and make your gift online at giving.brandeis.edu<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgiving.brandeis.edu&data=02%7C01%7CHejnalA%40SI.EDU%7C5d5add7dacc0469cd44d08d6d9421e7a%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C1%7C0%7C636935275345164948&sdata=X42wWtAiGo10bnRf7Jl%2BE%2BIb5n%2BaWMCGSgy%2Bwdb%2BdR8%3D&reserved=0>. [https://docs.google.com/uc?export=download&id=1fM4Wt7lKT2666mnlEek6iwFAWwYb9q1B&revid=0B-UFCAYhBprhQWJOclU0Tk14OTRpU3p3UkVRNUNweW9BQmU4PQ] This email may contain information that is confidential, privileged or otherwise protected from disclosure. If you are not the intended recipient of this email, do not duplicate or redistribute the contents by any means. Please delete this email and any attachments and notify the sender that you have received this email in error. Unintended recipients are prohibited from taking any action on the contents in this email. If you are the intended recipient, we request that you dispose of the provided information properly. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~