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  • 1.  Seeking Guidance on Hosting a Donor-Led Auction

    Posted 2 days ago

    Hi all,

     

    Since auctions aren't my area of expertise, I'd really appreciate some guidance on a few questions from a donor who is interested in hosting an auction this spring to support one of our athletic teams.

     

    My initial thought is that accepting checks would be the simplest option and they can be brought to us for processing. If buyers prefer to pay by credit card, a QR code linking to our website could be an alternative. In either case, the funds would need to come through us so we can issue receipts and properly calculate the tax-deductible portion of each purchase.

     

    Unfortunately, we don't currently have a step-by-step SOP for auctions. If anyone has one they'd be willing to share, I'd love to see it. In the meantime, I'd appreciate any advice on the following:

     

    • Should we only accept credit card payments from buyers of auction items?
    • If we do accept only credit cards, what is the best way to process payments (QR code, directing buyers to a specific webpage, etc.)?
    • How should we provide receipts so buyers can claim a tax deduction if they choose?
    • Do you have any other tips or best practices to help ensure the auction runs smoothly?

     

    Thanks so much for any insight or resources you can share.

     

    Tammy

     

    Tammy M. Cline

    Assistant Director, Gift Policy, Processing & Reporting

    West Point Association of Graduates

    698 Mills Road West Point, NY 10996

    Phone: 845.446.1540

    Fax: 845.377.3039

    WestPointAOG.org

     

    Serving West Point and the Long Gray Line

     

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  • 2.  RE: Seeking Guidance on Hosting a Donor-Led Auction

    Posted 2 days ago
    Good Afternoon,

    I just wanted to let you know that I have received your request about the auction process.  I will have to get back with you as we are working on closing the books for the calendar year.

    Please check back in a couple of weeks.

    Susan



    With MUCH Trojan Pride

    Susan S. Moening

    Director of Advancement Services

    Office of Institutional Advancement

    Virginia State University

    1 Hayden Drive ◊ Storum Hall

    P.O. Box 9027

    Virginia State University, VA 23806

    Office (804) 524-5657

    Email: smoening@vsu.edu

    www.VSU.edu






  • 3.  RE: Seeking Guidance on Hosting a Donor-Led Auction

    Posted 2 days ago
    Tammy-

    Stepping back from this specific event, I strongly recommend that your team develop and formalize a Third-Party Fundraising Policy. Even well-intentioned supporters can inadvertently create compliance, reputational, or donor-relations issues when organizing fundraising activities without guidance from the Advancement Office. Most institutions require external parties to submit an application, with Advancement retaining final approval authority before any fundraising activity may proceed.

    Auctions, in particular, introduce a range of complexities that other fundraising events often do not. You'll need clear criteria for what merchandise may be solicited and sold. If local businesses are being approached, your Corporate & Foundation Relations (or equivalent) office will likely need to be involved. Sales-tax obligations (where applicable) must be addressed, in-kind contribution acknowledgments generated, and proper quid-pro-quo (QPQ) disclosures issued. These details add up quickly.

    It's also important to recognize that sometimes the appropriate response truly is to "just say no." Allowing external groups to operate independently-on their own timelines and with their own messaging-can unintentionally undermine broader fundraising strategies. Annual giving often suffers most, as some donors assume they've already fulfilled their philanthropic commitment.

    I'm happy to talk through this with you offline next week if that would be helpful.

    With respect to this particular event, I would encourage you to consult with legal counsel early. Fundraising efforts tied to a single athletic team can raise concerns under IRS "charitable class" rules; if the beneficiary group is too narrow, contributions may not be deductible. Additionally, IRS rules governing gifts related to athletics are especially strict-if a payment results in seating priority, points, or similar benefits, the entire amount is treated as non-deductible income rather than a charitable gift.

    On payment methods, I suggest coordinating closely with your CFO. While I generally advise against restricting donor payment options, your finance team will (rightly) have strong views regarding PCI compliance. This may also be a good opportunity to evaluate peer-to-peer options such as Venmo and PayPal/Apple Pay, if not already in use.

    Finally, receipts should be issued consistent with your standard QPQ practices. Keep in mind that if a bidder pays an amount at or below the clearly disclosed fair market value of an item, no charitable receipt should be issued.

    For reference, the IRS provides a helpful overview of compliance considerations for charity auctions here:

    https://www.irs.gov/charities-non-profits/charitable-organizations/charity-auctions


    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