John, this is great. Thanks for sharing. And, I agree, we need to develop a version that best fits our individual constituencies. But, super helpful to have a place to start.
Steph
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Stephanie Toms
Florida Gulf Coast University Foundation, Inc.
stoms@fgcu.edu------------------------------
Original Message:
Sent: 04-09-2026 11:20 AM
From: John Taylor
Subject: Event Invitation - Including DAF/PF language
The statement must be in your own words and fit your culture and constituency. That said, the following is something I have offered. I also have a snappier version that's best for small community organizations where you pretty much know everybody.
"A quick note: Under IRS rules, donor-advised funds, private foundations, and IRA qualified charitable distributions may be used only for the fully tax-deductible portion of a gift and cannot be applied to any benefits (such as event tickets, meals, or sponsorship benefits). These gifts also cannot be split to cover both the charitable and benefit portions."
Snappier version:
"A quick heads-up from our friends at the IRS: gifts from donor-advised funds, private foundations, or IRA qualified charitable distributions can be only used for the fully deductible portion of your support and may not be used for any associated benefits-or split to cover both portions."
John H. Taylor, PrincipalJohn H. Taylor Consulting, LLC
2604 Sevier Street
Durham, NC 27705
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
Original Message:
Sent: 4/9/2026 11:36:00 AM
From: Stephanie Toms
Subject: RE: Event Invitation - Including DAF/PF language
Hi Michele, I do not have examples to share, but we are considering adding similar wording to our auction event invites among others. I am excited to see if anyone has examples to share and/or as we draft ours down the road, I would be happy to share with you then.
Steph
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Stephanie Toms
Florida Gulf Coast University Foundation, Inc.
stoms@fgcu.edu
Original Message:
Sent: 04-08-2026 09:17 AM
From: Michele Hicks
Subject: Event Invitation - Including DAF/PF language
Hello!
We have several key events which include table sponsorships at various levels. Upon review, it seems that events team was accepting DAFs/PFs with benefits and unbeknownst to them, were bifurcating the funds as well. In efforts to bring our org into compliance, I'm wondering if anyone has a sample disclosure language used on invitations/collateral about DAFs/PFs must be fully charitable and attendance/benefits are declined. Any samples where this is printed on invitations are greatly appreciated.
Thank you!
Michele
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Michele Hicks
MD Anderson Cancer Center
MMHicks1@mdanderson.org
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