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  • 1.  GIK recording

    Posted 08-17-2023 09:15 AM

    I know gift in kinds are always a hot topic and I have tried looking through some previous threads on this.  I'm curious how other organizations are handling the recording of GIKs in their database. Do you record the value of any GIK you receive with an appraisal/receipt?  For our org, we only do so with $5k+.  Is there any reason why you can't record the value below $5k as long as you have the documentation?  



    ------------------------------
    Andrea White
    Rochester Regional Health Foundations
    andrea.white@rochesterregional.org
    ------------------------------


  • 2.  RE: GIK recording

    Posted 08-17-2023 09:26 AM
    There's no reason at all not to record smaller donations. 

    I suspect that your finance department does not want to deal with lesser gifts. But that should not stop you from recording ALL of them. But, only pass details to Finance on those Finance cares about.

    I realize you are not in higher education. However, the CASE Standards address this topic in good detail. Here are a couple of screenshots from pages 32 & 33 that might be helpful:

    image.png

    image.png


    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
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  • 3.  RE: GIK recording

    Posted 08-17-2023 09:39 AM
    Hi Andrea,

    Your business office will record the value of all your GIKs of any value according to GAAP and FASB guidelines. There is no reason you can't store that valuation in the donor database as well. 




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    Data Strategy Expert
    Sage70, Inc.
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  • 4.  RE: GIK recording

    Posted 08-17-2023 10:04 AM
    Many Business Offices do not want to book personal property donations of under $5,000. That is their prerogative and deemed not "material" by many CFOs. This is especially true for unrelated property gifts that are immediately sold.

    But to your affirmation, that does not prevent us from counting them!

    John

    John H. Taylor 
    919.816.5903 (Cell/Text)

    Big Ideas; Small Keyboard





  • 5.  RE: GIK recording

    Posted 08-17-2023 12:49 PM

    We record them all in our donor database, as long as there is substantive supporting documentation which, depending on the item, may be a receipt copy, a professional listing for the same item with a price, a recent completed (sold) auction or similar. In some cases we will allow a value assessment by a knowledgeable faculty member with expertise that was not involved in the transaction. It is really, case by case and is only for internal counting. Accounting will use their discretion if something should go on the books.

     

    Some business offices will distinguish between items that are for budget relief or not and only record those that are budget relief. An example might be if your physical plant has a budget to plant annuals in the spring but a local nursery donates them instead. That would get recorded and the budget could be adjusted accordingly.

     

    Hope that helps,

     

    Best,

     

    John Smilde

    Director of Gifts and Records Administration

    Advancement and Alumni Relations

    George Mason University

    4400 University Drive, MSN 1A3

    Fairfax, VA 22030

    703.993.8680

    jsmilde@gmu.edu

     

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