FundSvcs Community

Hi all, I had zero exposure to even the concept of charitable solicitation registrations before coming to my current institution a few years ago and my new-ish VP apparently has not either (and she's been in the industry for decades). I think this might be because it's common for them to be handled out of the Finance office, since there's a lot of IRS filings and reporting involved...So no one in Development talks about it. Especially for those of you who do outsource, what office/department manages the process? Whose budget supports the cost of that outsourcing? Thanks in advance, *Lauren Seebold* Director of Annual Giving Lawrence Technological University 21000 W. Ten Mile Road Southfield, MI 48075 Ph: 248.204.2309 *[ **Make a Gift <https://www.ltu.edu/giving/online-gift.asp> to LTU* *]*

I advocate for this role being assigned to Advancement Services as we generally have become the "Compliance Office" for most things charitable in nature. This is what we did at NC State and where most of my clients assign responsibility. Funding for the effort comes from the organization itself. While under the auspices of AS it must be separately funded and not seen as "business as usual" and absorbed in the current budget. This is not an inexpensive proposition. 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, Jun 4, 2019 at 9:15 AM Lauren Seebold <lseebold@ltu.edu> wrote: > Hi all, > > I had zero exposure to even the concept of charitable solicitation > registrations before coming to my current institution a few years ago and > my new-ish VP apparently has not either (and she's been in the industry for > decades). I think this might be because it's common for them to be handled > out of the Finance office, since there's a lot of IRS filings and reporting > involved...So no one in Development talks about it. > > Especially for those of you who do outsource, what office/department > manages the process? Whose budget supports the cost of that outsourcing? > > Thanks in advance, > > *Lauren Seebold* > Director of Annual Giving > Lawrence Technological University > 21000 W. Ten Mile Road > Southfield, MI 48075 > Ph: 248.204.2309 > > *[ **Make a Gift <https://www.ltu.edu/giving/online-gift.asp> to LTU* *]* > >

Thanks, John. Could you clarify what you mean by "it must be separately funded and not seen as 'business as usual' and absorbed in the current budget"? On Tue, Jun 4, 2019 at 9:24 AM John Taylor <johntaylorconsulting@gmail.com> wrote: > I advocate for this role being assigned to Advancement Services as we > generally have become the "Compliance Office" for most things charitable in > nature. This is what we did at NC State and where most of my clients > assign responsibility. > > Funding for the effort comes from the organization itself. While under > the auspices of AS it must be separately funded and not seen as "business > as usual" and absorbed in the current budget. This is not an inexpensive > proposition. > > 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, Jun 4, 2019 at 9:15 AM Lauren Seebold <lseebold@ltu.edu> wrote: > >> Hi all, >> >> I had zero exposure to even the concept of charitable solicitation >> registrations before coming to my current institution a few years ago and >> my new-ish VP apparently has not either (and she's been in the industry for >> decades). I think this might be because it's common for them to be handled >> out of the Finance office, since there's a lot of IRS filings and reporting >> involved...So no one in Development talks about it. >> >> Especially for those of you who do outsource, what office/department >> manages the process? Whose budget supports the cost of that outsourcing? >> >> Thanks in advance, >> >> *Lauren Seebold* >> Director of Annual Giving >> Lawrence Technological University >> 21000 W. Ten Mile Road >> Southfield, MI 48075 >> Ph: 248.204.2309 >> >> *[ **Make a Gift <https://www.ltu.edu/giving/online-gift.asp> to LTU* *]* >> >> -- *Lauren Seebold* Director of Annual Giving Lawrence Technological University 21000 W. Ten Mile Road Southfield, MI 48075 Ph: 248.204.2309 *[ **Make a Gift <https://www.ltu.edu/giving/online-gift.asp> to LTU* *]*

Pretty much what I started - if assigned to advancement services to execute, the responsibility and function must come with ”new” money to support the new costs. You cannot take this on without funding (easily $4-8k/year). John John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On Jun 4, 2019, at 9:51 AM, Lauren Seebold <lseebold@ltu.edu> wrote: > > Thanks, John. Could you clarify what you mean by "it must be separately funded and not seen as 'business as usual' and absorbed in the current budget"? > >> On Tue, Jun 4, 2019 at 9:24 AM John Taylor <johntaylorconsulting@gmail.com> wrote: >> I advocate for this role being assigned to Advancement Services as we generally have become the "Compliance Office" for most things charitable in nature. This is what we did at NC State and where most of my clients assign responsibility. >> >> Funding for the effort comes from the organization itself. While under the auspices of AS it must be separately funded and not seen as "business as usual" and absorbed in the current budget. This is not an inexpensive proposition. >> >> 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, Jun 4, 2019 at 9:15 AM Lauren Seebold <lseebold@ltu.edu> wrote: >>> Hi all, >>> >>> I had zero exposure to even the concept of charitable solicitation registrations before coming to my current institution a few years ago and my new-ish VP apparently has not either (and she's been in the industry for decades). I think this might be because it's common for them to be handled out of the Finance office, since there's a lot of IRS filings and reporting involved...So no one in Development talks about it. >>> >>> Especially for those of you who do outsource, what office/department manages the process? Whose budget supports the cost of that outsourcing? >>> >>> Thanks in advance, >>> >>> Lauren Seebold >>> Director of Annual Giving >>> Lawrence Technological University >>> 21000 W. Ten Mile Road >>> Southfield, MI 48075 >>> Ph: 248.204.2309 >>> >>> [ Make a Gift to LTU ] >>> > > > -- > Lauren Seebold > Director of Annual Giving > Lawrence Technological University > 21000 W. Ten Mile Road > Southfield, MI 48075 > Ph: 248.204.2309 > > [ Make a Gift to LTU ] >