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Karry Morton | Director, Gift Services
Children's Hospital Colorado Foundation
13123 East 16th Avenue, Box 045 | Aurora, CO 80045
Phone: 720-777-1742 | Cell: 720-323-3305

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John H. Taylor 

UW is the legal donor and must be reported in the "Other organization" category for VSE purposes (if you report there). But regardless of what you do internally the individuals who give to the UW (or CFC) should never receive a receipt.

John

Andrea (and others), I wanted to share more details regarding the correct attribution in fundraising reports and totals for organizations such as the United Way.

The following is found on page 51 of the latest edition of the CASE Standards.

Organizations often wish to attribute gifts from these legal "other organizations" to individuals. That is proper and typically done through issuing soft credit. What is important, though, is ensuring that those individuals never receive a gift receipt and that, when reporting publicly and especially through CASE for both the VSE and campaign reports, the gifts are attributed to "Other Organizations."

Here is the direct quote from CASE:

The organizations considered "Other" are entities formed by a group of cooperating donors, such as individuals, institutions or organizations, for facilitating their fundraising activities. Examples of fundraising consortia include the United Negro College Fund, the Virginia Council of Independent Colleges, the United Way, Rotary International, sororities and fraternities, and combined fund drives.

Distributions from donor-advised funds (DAF) sponsored by an entity that is not a community foundation are also included in this category. For DAFs managed by the institution, only count distributions to the institution itself when they are made and not contributions to the fund.

Giving circles form to give money collectively to selected charitable entities. Participants pool their resources and select recipients. Gifts from a giving circle are recorded under "Other Organizations" if there is a check or other transfer in the name of the giving circle except when the giving circle is affiliated with the institution.

On Wed, Aug 9, 2023 at 4:37 PM John Taylor <johntaylorconsulting@gmail.com> wrote:

John H. Taylor