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  • 1.  QPQ for Smaller Events

    Posted 08-11-2023 09:51 AM

    I'm wondering if anyone has any best practices they would be willing to share for QPQ gifts related to registration fees for smaller alumni events?  It seems to be a request that is coming up more and more around here.  These are typically events where the registration fee might only be $25 to come see a guest lecturer.  Assuming that the registration fee is more than the determined FMV of the event, does anything beyond a disclosure of  "$$ of your registration fee will be recognized as a charitable donation." needed?

    Thanks!

    Jen



    ------------------------------
    Jennifer Schillaci
    The University of Chicago
    jschillaci@uchicago.edu
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  • 2.  RE: QPQ for Smaller Events

    Posted 08-11-2023 09:58 AM
    If you issue a receipt, it must follow IRS regulations outlined in Publication 1771. That requires a statement reflecting the full amount paid, a description and value for the benefit, and a statement indicating the charitable amount is the difference between the two.

    However, the IRS does not require a receipt for QPQ donations if the payment is less than $75. So, for these low dollar amounts, you can advertise or promote that $X will be considered deductible - but don't issue a receipt.

    On the other hand, as only 1 in 10 taxpayers itemize these days, I'd consider not even bothering with any language regarding deductibility and promoting the event as a "proceeds to benefit" affair.

    John


    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987






  • 3.  RE: QPQ for Smaller Events

    Posted 11-01-2024 01:25 PM
    Happy Friday! Can this revenue from these small alumni events count towards Campaign goals? 

    --

    Marta KostrzewaDirector of Finance (she/her/hers)

    Institutional Advancement

    200 Willoughby Avenue | Myrtle Hall 3W | Brooklyn, NY 11205

    phone: (929)-354-5047 | fax: | mkostrze@pratt.edu








  • 4.  RE: QPQ for Smaller Events

    Posted 11-01-2024 01:28 PM
    Only if your Board has approved counting non-gift amounts in your campaign.

    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







  • 5.  RE: QPQ for Smaller Events

    Posted 11-01-2024 01:33 PM
    oh that's interesting. Okay, thank you. 

    --

    Marta KostrzewaDirector of Finance (she/her/hers)

    Institutional Advancement

    200 Willoughby Avenue | Myrtle Hall 3W | Brooklyn, NY 11205

    phone: (929)-354-5047 | fax: | mkostrze@pratt.edu