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  • 1.  Receipting Matching gift companies

    Posted 2 days ago

    Good Morning!

    Can you let me know if it is your policy to send receipts to matching gift companies? Our receipting process excludes matching gifts and I'm not sure why!

    Thanks!

    Diane 



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    Diane Kucera
    Director, Records and Gift Administration
    Southern Methodist University
    dkucera@smu.edu
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  • 2.  RE: Receipting Matching gift companies

    Posted 2 days ago

    Good morning Diane,

     

    We receipt matching gifts if the gift is coming directly from the company but we don't for gifts received through third party platform like Benevity and YourCause.

     

    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


    SupportChildrensColorado.org | Facebook | Instagram | LinkedIn

     

     

    From fixing broken bones to treating pediatric cancer, your generosity helps us serve Children's Hospital Colorado patients and families who depend on us every day. Donate today.

     

    If you would like to opt-out of communications from Children's Colorado Foundation, please email info@childrenscoloradofoundation.org or call 720-777-1700.

     

    CONFIDENTIALITY NOTICE: The information contained in this message is legally privileged and confidential information intended only for the use of the individual or entity named above. Any release, dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this message in error, please notify the author immediately by replying to this message and delete the original message. Thank you.

     




    Original Message


  • 3.  RE: Receipting Matching gift companies

    Posted 2 days ago
    We do the same as what Karry mentioned. Every now and then we may get a matching gift directly from a small company that isn't using a third-party vendor but most of our matching gifts come through Benevity (online giving foundations), YourCause (Blackbaud Giving Fund), or FrontDoor/CyberGrants/Bonterra (Charities Aid Foundation). 

    CJ Jones

    Associate Director, Development Operations

    765-220-9575

    AmericanRivers.org

    Instagram  |  Facebook  |  Twitter

    Text Description automatically generated

    Wear your love of rivers! Visit the American Rivers store to purchase T-shirts, totes, posters, and more.

     




    Original Message


  • 4.  RE: Receipting Matching gift companies

    Posted 2 days ago

    Hello Diane,

     

    You would issue a receipt only if the gift came directly from the company itself. Most companies use platforms such as Benevity, CyberGrants, YourCause, etc., which function similarly to a DAF and therefore do not require receipting. However, donor acknowledgement and stewardship for their participation and impact is still something your donor relations team should consider.

     

    Take care,

     

    Michele

     

     

    Michele Hicks, MPA | Sr. Director, Philanthropy Compliance | Philanthropy

    Normal Business Hours:  M-F, 7:30a-4:30p

     

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    Original Message


  • 5.  RE: Receipting Matching gift companies

    Posted 2 days ago
    I am not sure why, either! Unless the funds are coming from an affiliated foundation (in which case they cannot claim a deduction in the same way an individual or corporation can), they likely need a receipt. But more importantly, it's simply good stewardship to let them know the funds were received!

    To that last point, I encourage clients to send a receipt to any donor regardless of their filing status. It's just good donor relations. However, if the donor asks to omit receipts (like is true for the Fidelity Charitable Gift Fund), I'd always honor those wishes.

    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




    Original Message


  • 6.  RE: Receipting Matching gift companies

    Posted 2 days ago

    Thank You all! I suspected this was the case! Time to update our procedures!



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    Diane Kucera
    Director, Records and Gift Administration
    Southern Methodist University
    dkucera@smu.edu
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    Original Message


  • 7.  RE: Receipting Matching gift companies

    Posted 2 days ago

    John, most of the matching gift administrators that Karry, CJ, and Michele named are just like Fidelity Charitable in that they specifically state they don't want the charity to receipt them (the matching gift company). Just as one example, Benevity says it here.

    Diane, it'll usually say on the documentation you get with the payment or EFT notification whether or not they want a receipt, and if it doesn't, you can glance at their website, where they'll often have FAQs or pages specifically for the charity to reference.



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    Mike Fischer
    Sage70
    mike@sage70.com
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    Original Message


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