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  • 1.  Club or Campus Organization Fundraising

    Posted 10-08-2025 02:46 PM

    Good afternoon,

    We are trying to address Club Sports and Campus Organization fundraising and we want to write a comprehensive policy for this purpose.  Would anyone be willing to share their policy on this, or at least a portion of their policy?  Or, if you have tips and ideas about this subject, I would be grateful for your input.

    Thanks so much,
    Mary



    ------------------------------
    Mary Taylor
    Lees-McRae College
    taylorm@lmc.edu
    ------------------------------


  • 2.  RE: Club or Campus Organization Fundraising

    Posted 10-08-2025 02:55 PM
    As you probably know, the IRS disallows tax deductions for gifts to most student clubs and organizations. Therefore, the Advancement Office must serve as a clearing house to ensure any fundraising activities outside of Advancement are coordinated and conducted with the appropriate language regarding the non-deductibility of some contributions.

    What you are looking for is a "Third Party Fundraising Policy" that addresses both internal and external groups wishing to engage with your donors and prospects. While I have written dozens of these, you will find many in the interweb using this search string: site:.edu "Third Party Fundraising"

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987






  • 3.  RE: Club or Campus Organization Fundraising

    Posted 10-08-2025 03:13 PM

    Thanks so very much, John.  You are always right on the mark!

     

     

    Mary C. Taylor

     

    Lees-McRae College: Dream, Dare, Achieve: A 360 Degree Experience

     

    6 Questions You Were Definitely Asked If You Went To Lees-McRae | College,  Go skiing, Banner elk

     

    Assoc Director of Advancement Operations

    Lees-McRae College

    PO Box 128

    Banner Elk, NC  28604

    ~~~~~~~~~~~~~~~~~~

    828.898.8795

    www.LMC.edu

     

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  • 4.  RE: Club or Campus Organization Fundraising

    Posted 10-08-2025 03:20 PM
      |   view attached

    As many of you  know, this is a topic where John and I differ, at least in emphasis.  

    Student clubs and societies may qualify for exemption under IRC 501(c)(3) if they serve exclusively educational purposes, even if they offer incidental social or recreational activities.

    "Educational," in turn, relates to "(a) the instruction or training of the individual for the purpose of improving or developing his capabilities; or (b) the instruction of the public on subjects useful to the individual and beneficial to the community."

    Greek Social Organizations, which were a common question, are specifically addressed as not serving exclusively educational purposes, but other student organizations are not specifically addressed, which leaves us (with counsel) to make an evaluation.

    I would argue that it's important to note that the term is "educational" not "academic."  Might club sports be organized for "the purpose of improving or developing the participant's capabilities"?  A debating club?  An a cappella music group?  A business club of one sort or another?  Are there clubs organized "to provide instruction of the public on subjects useful to the individual and beneficial to the community?"  I would want to argue that such clubs might meet the standard.

    The attached document addresses these topics at somewhat greater length, with references.   

    My US$0.02 worth; the usual disclaimers apply.



    ------------------------------
    Alan S. Hejnal (he/him)
    Smithsonian Institution
    Washington DC
    hejnala@si.edu
    ------------------------------



  • 5.  RE: Club or Campus Organization Fundraising

    Posted 10-08-2025 04:05 PM
      |   view attached
    Oh, Alan and I agree on most of this! I just didn't take the time in my reply to focus on the educational component. My bad.

    I am attaching a portion of the 2025 IRS Audit Guide that addresses this topic. The IRS's emphasis in this is on the distinction between educational and social groups.

    John


    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987





    Attachment(s)