FundSvcs Community

The optics of this aren't the best. And whether the prospect can claim as a tax-deduction paying for their own meal is dubious. I am not even convinced paying for the fundraisers qualify, either. I get that the organization would have covered the costs *as a business expense*, but not as a charitable donation. I would instead let the prospect file for an expense reimbursement which would be paid out of a business expense account and then they can make a charitable donation if they felt inclined. 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 Mon, May 20, 2019 at 2:13 PM Mike Fischer <Mike.Fischer@tpl.org> wrote: > Two fundraisers take a donor out for dinner at a restaurant to discuss the > donor’s next gift to the organization. The organization would ordinarily > pay for the meal for all three attendees. The donor picks up the whole tab > instead and asks for a receipt for the gift-in-kind of buying the two > fundraisers dinner. > > > > Thoughts? Okay as long as it’s just the portion for the two fundraisers? > > > > Thanks in advance, > > > > Mike > > > > [image: cid:image001.png@01D17614.69511500] > > [image: logo rgb jpeg For Email] > > *Mike Fischer *| Director of Philanthropy Operations > > 415.800.5185 | mike.fischer@tpl.org > > 101 Montgomery St., 9th Floor > > San Francisco, CA 94104 > > > > *Creating parks and protecting land for people <http://www.tpl.org/>* > > > > > > >

Two fundraisers take a donor out for dinner at a restaurant to discuss the donor's next gift to the organization. The organization would ordinarily pay for the meal for all three attendees. The donor picks up the whole tab instead and asks for a receipt for the gift-in-kind of buying the two fundraisers dinner. Thoughts? Okay as long as it's just the portion for the two fundraisers? Thanks in advance, Mike [logo rgb jpeg For Email] Mike Fischer | Director of Philanthropy Operations 415.800.5185 | mike.fischer@tpl.org<mailto:mike.fischer@tpl.org> 101 Montgomery St., 9th Floor San Francisco, CA 94104 Creating parks and protecting land for people<http://www.tpl.org/>

Brilliant. Thank you, as always, John. Mike [logo rgb jpeg For Email] Mike Fischer | Director of Philanthropy Operations 415.800.5185 | mike.fischer@tpl.org<mailto:mike.fischer@tpl.org> 101 Montgomery St., 9th Floor San Francisco, CA 94104 Creating parks and protecting land for people<http://www.tpl.org/> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Monday, May 20, 2019 2:39 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] donor dinner at restaurant - fundraisers' deductible? The optics of this aren't the best. And whether the prospect can claim as a tax-deduction paying for their own meal is dubious. I am not even convinced paying for the fundraisers qualify, either. I get that the organization would have covered the costs as a business expense, but not as a charitable donation. I would instead let the prospect file for an expense reimbursement which would be paid out of a business expense account and then they can make a charitable donation if they felt inclined. 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 Mon, May 20, 2019 at 2:13 PM Mike Fischer <Mike.Fischer@tpl.org<mailto:Mike.Fischer@tpl.org>> wrote: Two fundraisers take a donor out for dinner at a restaurant to discuss the donor’s next gift to the organization. The organization would ordinarily pay for the meal for all three attendees. The donor picks up the whole tab instead and asks for a receipt for the gift-in-kind of buying the two fundraisers dinner. Thoughts? Okay as long as it’s just the portion for the two fundraisers? Thanks in advance, Mike [logo rgb jpeg For Email] Mike Fischer | Director of Philanthropy Operations 415.800.5185 | mike.fischer@tpl.org<mailto:mike.fischer@tpl.org> 101 Montgomery St., 9th Floor San Francisco, CA 94104 Creating parks and protecting land for people<http://www.tpl.org/>

I don't think so. John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On May 21, 2019, at 5:36 AM, Rose Dixon <00000038b5818fff-dmarc-request@listserv.fundsvcs.org> wrote: > > John, would this be a different result: > > We had a team of veterans who were running the Boston Marathon have dinner at a restaurant in Boston. The owner of the restaurant reduced the total bill by $2k. GIK? > > <image001.png> > > www.semperfifund.org > Rose Dixon > Deputy | Development Operations | Semper Fi Fund > > M: 617.413.9537 > E: rose.dixon@semperfifund.org > <image002.png> > <image003.png> > <image004.png> > <image005.png> > Donate > > > From: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> on behalf of Mike Fischer <Mike.Fischer@TPL.ORG> > Reply-To: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> > Date: Monday, May 20, 2019 at 5:50 PM > To: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> > Subject: Re: [FUNDSVCS] donor dinner at restaurant - fundraisers' deductible? > > Brilliant. Thank you, as always, John. > > Mike > <image006.png> > <image007.jpg> > Mike Fischer | Director of Philanthropy Operations > 415.800.5185 | mike.fischer@tpl.org > 101 Montgomery St., 9th Floor > San Francisco, CA 94104 > > Creating parks and protecting land for people > > > > From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor > Sent: Monday, May 20, 2019 2:39 PM > To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG > Subject: Re: [FUNDSVCS] donor dinner at restaurant - fundraisers' deductible? > > The optics of this aren't the best. And whether the prospect can claim as a tax-deduction paying for their own meal is dubious. I am not even convinced paying for the fundraisers qualify, either. I get that the organization would have covered the costs as a business expense, but not as a charitable donation. > > I would instead let the prospect file for an expense reimbursement which would be paid out of a business expense account and then they can make a charitable donation if they felt inclined. > > 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 Mon, May 20, 2019 at 2:13 PM Mike Fischer <Mike.Fischer@tpl.org> wrote: > Two fundraisers take a donor out for dinner at a restaurant to discuss the donor’s next gift to the organization. The organization would ordinarily pay for the meal for all three attendees. The donor picks up the whole tab instead and asks for a receipt for the gift-in-kind of buying the two fundraisers dinner. > > Thoughts? Okay as long as it’s just the portion for the two fundraisers? > > Thanks in advance, > > Mike > > <image006.png> > <image007.jpg> > Mike Fischer | Director of Philanthropy Operations > 415.800.5185 | mike.fischer@tpl.org > 101 Montgomery St., 9th Floor > San Francisco, CA 94104 > > Creating parks and protecting land for people > > > > > ---------- > This message may contain Semper Fi Fund Privileged/Proprietary information. If this email is not intended for you, or you are not responsible for delivery of this email message to the addressee, do not keep, copy, or deliver this email message to anyone. Please destroy this email in its entirety after notifying the sender by reply email. Your cooperation is appreciated.

John, would this be a different result: We had a team of veterans who were running the Boston Marathon have dinner at a restaurant in Boston. The owner of the restaurant reduced the total bill by $2k. GIK? [Semper Fi Fund] www.semperfifund.org<http://www.semperfifund.org> Rose Dixon Deputy | Development Operations | Semper Fi Fund M: 617.413.9537 E: rose.dixon@semperfifund.org<mailto:rose.dixon@semperfifund.org> [facebook]<https://www.facebook.com/semperfifund> [https://i.imgur.com/yzUqE5h.png]<https://www.linkedin.com/company/injured-marine-semper-fi-fund/> [twitter]<https://www.twitter.com/semperfifund> [instagram]<https://www.instagram.com/semperfifund> Donate<https://semperfifund.org/donate> From: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> on behalf of Mike Fischer <Mike.Fischer@TPL.ORG> Reply-To: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Date: Monday, May 20, 2019 at 5:50 PM To: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] donor dinner at restaurant - fundraisers' deductible? Brilliant. Thank you, as always, John. Mike [logo rgb jpeg For Email] Mike Fischer | Director of Philanthropy Operations 415.800.5185 | mike.fischer@tpl.org<mailto:mike.fischer@tpl.org> 101 Montgomery St., 9th Floor San Francisco, CA 94104 Creating parks and protecting land for people<http://www.tpl.org/> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Monday, May 20, 2019 2:39 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] donor dinner at restaurant - fundraisers' deductible? The optics of this aren't the best. And whether the prospect can claim as a tax-deduction paying for their own meal is dubious. I am not even convinced paying for the fundraisers qualify, either. I get that the organization would have covered the costs as a business expense, but not as a charitable donation. I would instead let the prospect file for an expense reimbursement which would be paid out of a business expense account and then they can make a charitable donation if they felt inclined. 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 Mon, May 20, 2019 at 2:13 PM Mike Fischer <Mike.Fischer@tpl.org<mailto:Mike.Fischer@tpl.org>> wrote: Two fundraisers take a donor out for dinner at a restaurant to discuss the donor’s next gift to the organization. The organization would ordinarily pay for the meal for all three attendees. The donor picks up the whole tab instead and asks for a receipt for the gift-in-kind of buying the two fundraisers dinner. Thoughts? Okay as long as it’s just the portion for the two fundraisers? Thanks in advance, Mike [logo rgb jpeg For Email] Mike Fischer | Director of Philanthropy Operations 415.800.5185 | mike.fischer@tpl.org<mailto:mike.fischer@tpl.org> 101 Montgomery St., 9th Floor San Francisco, CA 94104 Creating parks and protecting land for people<http://www.tpl.org/> ---------- This message may contain Semper Fi Fund Privileged/Proprietary information. If this email is not intended for you, or you are not responsible for delivery of this email message to the addressee, do not keep, copy, or deliver this email message to anyone. Please destroy this email in its entirety after notifying the sender by reply email. Your cooperation is appreciated.