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  • 1.  FMV for Experiece Based Benefits

    Posted 08-09-2019 02:50 PM
    Hi All, Any suggestions for how to value the benefits below? Our Athletics Department wants to add them as sponsorship benefits. We don't sell the opportunity to do any of these things. - Team Day - Get to know the team you donated to at one of their official team practices - Get in the Game - Throw the ceremonial first pitch, deliver the game ball, or sound off the starting gun. (We plan to deduct the cost of two tickets to attend the game) Thank you! *Rachel E. Ellis* *Director of Advancement Services* Point Loma Nazarene University (619) 849-2600 rellis2@pointloma.edu


  • 2.  Re: FMV for Experiece Based Benefits

    Posted 08-09-2019 03:09 PM
    We don't charge anyone to do these things and outside of the possibility that they may do this every once in a while to honor someone connected to the program I don't think these opportunities are offered at all. *Rachel E. Ellis* *Director of Advancement Services* Point Loma Nazarene University (619) 849-2600 rellis2@pointloma.edu On Fri, Aug 9, 2019 at 3:54 PM Bill Wong <wswong@scad.edu> wrote: > Hi Rachel, > > You tell us! Would you normally charge someone to do this? How much?—Bill > > Sent from my iPhone > > On Aug 9, 2019, at 6:50 PM, Rachel Ellis < > 0000004a21931ba8-dmarc-request@listserv.fundsvcs.org> wrote: > > [EXTERNAL EMAIL] > WARNING: This email originated from outside of SCAD. Do not click links or > open attachments unless you recognize the sender and know the content is > safe. > Hi All, > > Any suggestions for how to value the benefits below? Our Athletics > Department wants to add them as sponsorship benefits. We don't sell the > opportunity to do any of these things. > > - Team Day - Get to know the team you donated to at one of their > official team practices > - Get in the Game - Throw the ceremonial first pitch, deliver the game > ball, or sound off the starting gun. (We plan to deduct the cost of two > tickets to attend the game) > > Thank you! > > *Rachel E. Ellis* > > *Director of Advancement Services* > Point Loma Nazarene University > (619) 849-2600 > rellis2@pointloma.edu > >


  • 3.  Re: FMV for Experiece Based Benefits

    Posted 08-09-2019 05:54 PM
    Hi Rachel, You tell us! Would you normally charge someone to do this? How much?—Bill Sent from my iPhone > On Aug 9, 2019, at 6:50 PM, Rachel Ellis <0000004a21931ba8-dmarc-request@listserv.fundsvcs.org> wrote: > > [EXTERNAL EMAIL] > WARNING: This email originated from outside of SCAD. Do not click links or open attachments unless you recognize the sender and know the content is safe. > > > Hi All, > > Any suggestions for how to value the benefits below? Our Athletics Department wants to add them as sponsorship benefits. We don't sell the opportunity to do any of these things. > Team Day - Get to know the team you donated to at one of their official team practices > Get in the Game - Throw the ceremonial first pitch, deliver the game ball, or sound off the starting gun. (We plan to deduct the cost of two tickets to attend the game) > Thank you! > Rachel E. Ellis > Director of Advancement Services > Point Loma Nazarene University > (619) 849-2600 > rellis2@pointloma.edu


  • 4.  Re: FMV for Experiece Based Benefits

    Posted 08-09-2019 06:29 PM
    The IRS tells us to make a "good faith estimate" as to the value of each benefit provided in exchange for a gift. From the Final Substantiation Regulations: "The regulations define a good faith estimate as an estimate of the fair market value of the goods or services." Where you have not previously established a value for something, the IRS tells us to use values from other comparable events/organizations. What's really important is that you come up with this good faith estimate. If you don't, you could find that whatever amount you "sell" the sponsorship for *becomes* the value. Here is a related quote from one of the original Revenue Rulings on the subject (Rev. Rul. 67-246): "To be a gift for such purposes in the present context there must be, among other requirements, a payment of money or transfer of property without adequate consideration. As a general rule, where a transaction involving a payment is in the form of a purchase of an item of value, the presumption arises that no gift has been made for charitable contribution purposes, the presumption being that the payment in such case is the purchase price. Thus, where consideration in the form of admissions or other privileges or benefits is received in connection with payments by patrons of fund-raising affairs of the type in question, the presumption is that the payments are not gifts. In such case, therefore, if a charitable contribution deduction is claimed with respect to the payment, the burden is on the taxpayer to establish that the amount paid is not the purchase of the privileges or benefits and that part of the payment, in fact, does qualify as a gift. " The one place where the IRS has offered an exception pertains the presence of a celebrity. The fact that someone important is part of the picture does not impact the good faith estimate calculation. 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 Fri, Aug 9, 2019 at 6:50 PM Rachel Ellis < 0000004a21931ba8-dmarc-request@listserv.fundsvcs.org> wrote: > Hi All, > > Any suggestions for how to value the benefits below? Our Athletics > Department wants to add them as sponsorship benefits. We don't sell the > opportunity to do any of these things. > > - Team Day - Get to know the team you donated to at one of their > official team practices > - Get in the Game - Throw the ceremonial first pitch, deliver the game > ball, or sound off the starting gun. (We plan to deduct the cost of two > tickets to attend the game) > > Thank you! > > *Rachel E. Ellis* > > *Director of Advancement Services* > Point Loma Nazarene University > (619) 849-2600 > rellis2@pointloma.edu >