FundSvcs Community

My office supports this activity, and we work with a third party to do the actual tracking and registering. It used to live in the General Counsel’s office, but they relied on us so often for information gathering that we agreed to take it over about five years ago. It is covered centrally by the advancement operations budget. So pretty much exactly what John said. -jsg _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Tuesday, June 4, 2019 9:24 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [External] Re: [FUNDSVCS] Dept overseeing charitable registrations 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<mailto: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<mailto: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 ] ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).

This primarily is managed within the Controller’s Office as it aligns with other tax and compliance filings. At times in conjunction with General Counsel if deemed necessary. The costs of compliance are a fixed budget line. A lot depends on the size of your organization, its staffing (which skill sets lie where) and structure. It certainly can be successfully managed in several different ways, but the best place for your organization is where it can be done most effectively and efficiently. Bob Swanson, CPA Controller Bowling Green State University 1851 N. Research Drive Bowling Green, Ohio 43403 rswanso@bgsu.edu<mailto:rswanso@bgsu.edu> w 419.372.8597 From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Lauren Seebold Sent: Tuesday, June 4, 2019 9:12 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [EXTERNAL] [FUNDSVCS] Dept overseeing charitable registrations 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 ]