FundSvcs Community

Hello All, 

We have a CSU that is going to implement a new Leadership Circle and my gift processing team and I are doing our best to steer the CSU away from some of the "perk" and "thank you" ideas that are being suggested by colleagues who aren't the ones responsible for issuing the receipts. 

This new Leadership Circle is one of those where if a donor gives $2,000 or above to the CSU over the span of a year, they will get whatever benefit(s) this CSU decides to offer. Some non-gift processor colleagues have suggested things like discounted tickets to events like tailgates or CSU receptions, and "SWAG". I'm hoping someone here has any experience or advice on guiding a CSU to make gift processing-friendly decisions. I'd also greatly appreciate a sanity check on my understanding of QPQ/Tokens in this scenario.

·      I am assuming the CSU will want to avoid disclosure requirements, which means in 2024, a token benefit cannot exceed $40.00 (2%) after the $2,000 Leadership Giving Circle minimum is met. Is that correct?

·      If donor A gives $2,000 and donor B gives $15,000 must they get the same benefits since there is only one giving circle level? 

·      DAF/QCD/Foundation gifts could be counted towards the $2,000 threshold as long as they waive the benefits at the time of the gift. But if the donor gives at least $2,000 of their "own" money, even if other gifts were made by DAF/QCD/etc., could they get the benefit?

·      In the case of a discounted ticket, to stay within the rules to avoid disclosure, the discount can't exceed $40 (2%), is that correct?

                   Does preferential seating or the ability to buy tickets before regular paying  customers break any of the rules?

I'd really appreciate any guidance or advice.

Thank you!

Hello All, 

We have a CSU that is going to implement a new Leadership Circle and my gift processing team and I are doing our best to steer the CSU away from some of the "perk" and "thank you" ideas that are being suggested by colleagues who aren't the ones responsible for issuing the receipts. 

This new Leadership Circle is one of those where if a donor gives $2,000 or above to the CSU over the span of a year, they will get whatever benefit(s) this CSU decides to offer. Some non-gift processor colleagues have suggested things like discounted tickets to events like tailgates or CSU receptions, and "SWAG". I'm hoping someone here has any experience or advice on guiding a CSU to make gift processing-friendly decisions. I'd also greatly appreciate a sanity check on my understanding of QPQ/Tokens in this scenario.

·      I am assuming the CSU will want to avoid disclosure requirements, which means in 2024, a token benefit cannot exceed $40.00 (2%) after the $2,000 Leadership Giving Circle minimum is met. Is that correct?

·      If donor A gives $2,000 and donor B gives $15,000 must they get the same benefits since there is only one giving circle level? 

·      DAF/QCD/Foundation gifts could be counted towards the $2,000 threshold as long as they waive the benefits at the time of the gift. But if the donor gives at least $2,000 of their "own" money, even if other gifts were made by DAF/QCD/etc., could they get the benefit?

·      In the case of a discounted ticket, to stay within the rules to avoid disclosure, the discount can't exceed $40 (2%), is that correct?

                   Does preferential seating or the ability to buy tickets before regular paying  customers break any of the rules?

I'd really appreciate any guidance or advice.

Thank you!

Thank you so much, John! One follow up question regarding meeting the membership threshold using DAF, QCD, Fdn funds...what if the donor waives all benefits at the time of their gift?

Hello All, 

We have a CSU that is going to implement a new Leadership Circle and my gift processing team and I are doing our best to steer the CSU away from some of the "perk" and "thank you" ideas that are being suggested by colleagues who aren't the ones responsible for issuing the receipts. 

This new Leadership Circle is one of those where if a donor gives $2,000 or above to the CSU over the span of a year, they will get whatever benefit(s) this CSU decides to offer. Some non-gift processor colleagues have suggested things like discounted tickets to events like tailgates or CSU receptions, and "SWAG". I'm hoping someone here has any experience or advice on guiding a CSU to make gift processing-friendly decisions. I'd also greatly appreciate a sanity check on my understanding of QPQ/Tokens in this scenario.

·      I am assuming the CSU will want to avoid disclosure requirements, which means in 2024, a token benefit cannot exceed $40.00 (2%) after the $2,000 Leadership Giving Circle minimum is met. Is that correct?

·      If donor A gives $2,000 and donor B gives $15,000 must they get the same benefits since there is only one giving circle level? 

·      DAF/QCD/Foundation gifts could be counted towards the $2,000 threshold as long as they waive the benefits at the time of the gift. But if the donor gives at least $2,000 of their "own" money, even if other gifts were made by DAF/QCD/etc., could they get the benefit?

·      In the case of a discounted ticket, to stay within the rules to avoid disclosure, the discount can't exceed $40 (2%), is that correct?

                   Does preferential seating or the ability to buy tickets before regular paying  customers break any of the rules?

I'd really appreciate any guidance or advice.

Thank you!