FundSvcs Community

Hi there, Online gifts - coming through with personal name. How do we know (or do we need to know) if it is in fact a corporate credit card? Some of them we believe are because of our knowledge of the donor and corp. Do we hard/soft credit the person/business? Thanks for your input. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu w. (203)773-8519 www.albertus.edu/donatenow www.albertus.edu/silverhornclassic

There is not much you can do but take the information at face value. Asking for the name on the card is about as much as you can ask for. I have seen others ask whether the card is a "company card," but that can be irrelevant. When I worked in banking I had a company card - but I was 100% responsible for all charges. The bank would decide which charge to reimburse. And I have my own business card today for my consulting work. But I file a single tax return (as a sole proprietor). I'd hard credit the individual and leave the business out of this unless the donor specifically tells you this is a corporate gift. 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 Wed, Jul 24, 2019 at 9:55 AM Lidington, Siobhan <sllidington@albertus.edu> wrote: > Hi there, > > Online gifts - coming through with personal name. How do we know (or do we > need to know) if it is in fact a corporate credit card? Some of them we > believe are because of our knowledge of the donor and corp. Do we hard/soft > credit the person/business? > > Thanks for your input. > > > Siobhan Lidington > Director of Annual and Individual Giving > Pronouns: she, her, hers > Albertus Magnus College > 700 Prospect St > New Haven, CT 06511 > sllidington@albertus.edu > w. (203)773-8519 > www.albertus.edu/donatenow > www.albertus.edu/silverhornclassic >

That's a slick suggestion, Cynthia. Although my billing address and my business address are the same (even though of late I don't find myself at home much!). 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 Wed, Jul 24, 2019 at 9:57 AM Hornbeck, Cynthia <CHornbeck1@twu.edu> wrote: > When we get online gifts and the billing address that is used for the card > is a business then we hard credit the business if it is a home address then > the person is given the hard credit. > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Lidington, Siobhan > *Sent:* Wednesday, July 24, 2019 8:56 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] Credit card hard credit > > > > Hi there, > > > > Online gifts - coming through with personal name. How do we know (or do we > need to know) if it is in fact a corporate credit card? Some of them we > believe are because of our knowledge of the donor and corp. Do we hard/soft > credit the person/business? > > > > Thanks for your input. > > > > > > Siobhan Lidington > > Director of Annual and Individual Giving > > Pronouns: she, her, hers > > Albertus Magnus College > > 700 Prospect St > > New Haven, CT 06511 > > sllidington@albertus.edu > > w. (203)773-8519 > > www.albertus.edu/donatenow > > www.albertus.edu/silverhornclassic >

When we get online gifts and the billing address that is used for the card is a business then we hard credit the business if it is a home address then the person is given the hard credit. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Lidington, Siobhan Sent: Wednesday, July 24, 2019 8:56 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Credit card hard credit Hi there, Online gifts - coming through with personal name. How do we know (or do we need to know) if it is in fact a corporate credit card? Some of them we believe are because of our knowledge of the donor and corp. Do we hard/soft credit the person/business? Thanks for your input. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu<mailto:sllidington@albertus.edu> w. (203)773-8519 www.albertus.edu/donatenow<http://www.albertus.edu/donatenow> www.albertus.edu/silverhornclassic<http://www.albertus.edu/silverhornclassic>

On forms where this is often an issue for us – namely events – we have a field where the person can indicate that it is a corporate sponsorship. We very often have staff with p-cards buying corporate tables for example. Aaron Aaron Forrest CPA Senior Director Gift and Donor Services University of Rochester Office of Advancement Larry and Cindy Bloch Alumni and Advancement Center 300 East River Road Rochester NY 14627 Office 585.275.2799 / Fax 585-273-4558 Email aaron.forrest@rochester.edu [Description: Description: Description: cid:image001.gif@01C92E92.3629C5E0] <http://www.rochester.edu/> P Please consider the environment before printing this email. Confidentiality Notice: This message, including attachments may contain confidential information. Any unauthorized use, disclosure or distribution is prohibited. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Wednesday, July 24, 2019 10:05 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Credit card hard credit That's a slick suggestion, Cynthia. Although my billing address and my business address are the same (even though of late I don't find myself at home much!). 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 Wed, Jul 24, 2019 at 9:57 AM Hornbeck, Cynthia <CHornbeck1@twu.edu<mailto:CHornbeck1@twu.edu>> wrote: When we get online gifts and the billing address that is used for the card is a business then we hard credit the business if it is a home address then the person is given the hard credit. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Lidington, Siobhan Sent: Wednesday, July 24, 2019 8:56 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Credit card hard credit Hi there, Online gifts - coming through with personal name. How do we know (or do we need to know) if it is in fact a corporate credit card? Some of them we believe are because of our knowledge of the donor and corp. Do we hard/soft credit the person/business? Thanks for your input. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu<mailto:sllidington@albertus.edu> w. (203)773-8519 www.albertus.edu/donatenow<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.albertus.edu_donatenow&d=DwMFaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=iOkFC8W8p76VbIbW-pYQTYaqpXvlx5Jk9WCPfk-WDrg&s=f2sXbbcN1e18-YFlZCZMUVPjuJQdKv9rNSIcQKOp49U&e=> www.albertus.edu/silverhornclassic<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.albertus.edu_silverhornclassic&d=DwMFaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=iOkFC8W8p76VbIbW-pYQTYaqpXvlx5Jk9WCPfk-WDrg&s=Kvuv3HA6bnGU-hPuhWiswiOHG11xfHO-xZkM1_QWOyI&e=>

Hi Everyone, Our person with the sign in and password for Benevity left. We are unable to get access to our gift records. We have emailed and tried reaching out without any reply. Does anyone know how we can get our account straightened out and gain access? Thanks Karen Karen Petrie Associate Director of Gift Administration [cid:image002.jpg@01D5420B.9D444C30] As we continue to grow and evolve, generous financial and volunteer support will help us shape an even brighter future together. Learn more at wne.edu/campaign<https://www1.wne.edu/campaign/>.

Hi Karen, On Benevity’s Logon page, there is a button “I cannot log in to my profile”. There are some instructions there to recover or set up new log in credentials. https://causeshelp.benevity.org/hc/en-us/articles/360001158446-I-cannot-log-in-to-my-profile Good Luck! 😊 Wendy Wendy Oliverson Assistant Director of Gift Management Advancement Services Utah State University 435-797-1327 wendy.oliverson@usu.edu<mailto:wendy.oliverson@usu.edu> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Karen L. Petrie Sent: Wednesday, July 24, 2019 8:36 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Credit card hard credit Hi Everyone, Our person with the sign in and password for Benevity left. We are unable to get access to our gift records. We have emailed and tried reaching out without any reply. Does anyone know how we can get our account straightened out and gain access? Thanks Karen Karen Petrie Associate Director of Gift Administration [cid:image001.jpg@01D5424A.6496B870] As we continue to grow and evolve, generous financial and volunteer support will help us shape an even brighter future together. Learn more at wne.edu/campaign<https://www1.wne.edu/campaign/>.