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  • 1.  Agency Relationship?

    Posted 08-29-2023 05:42 PM

    Hello everyone.   A local country club holds an event that benefits our foundation.  Previously, they would gather checks from their members and forward them on to us so we could record to the donor record and send tax receipts.

    This year they would like to add the donation to their members' accounts to be billed to them and the country club would provide us with one check and the donor/gift details.

    Is this something that would require an agreement between Sutter and the Country Club to ensure that their members can be counted as the legal donors?

    Thank you so much for your advice.  I know this has been covered, but I was unable to find a match to my question.



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    Dale Hailey
    Sutter Health Philanthropy
    dale.hailey@sutterhealth.org
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  • 2.  RE: Agency Relationship?

    Posted 08-29-2023 05:56 PM
    Yes - such an agreement is necessary. Furthermore, the donor agreement must be clear that this is a voluntary donation and they are authorizing their club to serve as a passthrough. They need to avoid anything that makes it appear that these are mandatory payments.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987






  • 3.  RE: Agency Relationship?

    Posted 08-29-2023 06:08 PM

    Thanks John.  Are you saying that each person who donates must have an agreement between them and the country club?  Or can Sutter simply have an agreement with the country club designating them as an agent on our behalf for this purpose?

    Does the fact that they are proposing to add this donation to their "bill" the reason for the concern that the donation is "voluntary"?

    Thanks again, Dale



    ------------------------------
    Dale Hailey
    Sutter Health Philanthropy
    dale.hailey@sutterhealth.org
    ------------------------------



  • 4.  RE: Agency Relationship?

    Posted 08-29-2023 06:12 PM
    The individuals must sign a typical pledge agreement indicating their intent to make a charitable donation to you. Regardless of your arrangement with the club the donors have to know they are making a voluntary contribution to you.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987