Please remove me from the list.
Jeanette
**************
At 10:41 AM 2/15/01 -0600, you wrote:
>I thought that "dues" did not count as tax deductible? Guess it depends on
>the amount of the benefits.
>
>So, how do you count them in participation? Do you just incorporate those
>additional folks who have not "given" in your totals or do you actually
>record a transaction in your giving (a token $1, for instance)?
>
>JOHN
>
> *****************************************************
> * Information coming soon on the: *
> * Annual Conference for Senior Advancement *
> * Services Professionals *
> * April 25-27, 2001 -- San Antonio, Texas *
> * http://www.case.org/training/1002.htm *
> * *
> *****************************************************
>
>------------------------------------------------
>John Ley
>IMPACT Project Lead
>SMU PeopleSoft Advancement Implementation
>Campus-Wide Integrated Higher Ed Project (IHEP)
>Development & External Affairs
>PO Box 750402 Dallas, TX 75275-0402
>ph) 214-768-4124
>fx) 214-768-1170
>[log in to unmask]
>------------------------------------------------
>
>
>
>> -----Original Message-----
>> From: John H. Taylor [mailto:[log in to unmask]]
>> Sent: Thursday, February 15, 2001 6:53 AM
>> To: [log in to unmask]
>> Subject: Re: [FUNDSVCS] Alumni Participation
>>
>>
>> It's not a specific option, John, but we've discussed the
>> issue before on
>> fundsvcs.
>>
>> The gist of those discussion was that, as you point out,
>> membership payments
>> cannot be counted in fund raising totals (which many of us
>> find ridiculous
>> since the IRS recognizes them as gifts!).
>>
>> And knowing that many of our Alumni make these payments as
>> their annual
>> support of our institution and certainly do treat them as tax
>> deductible
>> contributions even if we do not.
>>
>> And, therefore, given the above many of us, Duke University
>> included, do
>> include folk who pay membership fees in our alumni
>> participation rates.
>>
>> But with all that said, our including those folk only increases our
>> Undergraduate Alumni participation rate by about 1%.
>>
>> BTW, this is one of the issues that will, hopefully, be
>> addressed in the
>> next iteration of the CASE Management Reporting Standards.
>>
>> John
>>
>>
>> -----Original Message-----
>> From: [log in to unmask]
>> [mailto:[log in to unmask]]On Behalf Of Ley, John
>> Sent: Wednesday, February 14, 2001 4:56 PM
>> To: [log in to unmask]
>> Subject: [FUNDSVCS] Alumni Participation
>>
>>
>> I know I should know this but can't find but one reference in
>> the "black
>> book".
>>
>> I thought it was an institution's option whether to count
>> alumni membership
>> as participation? I know it can't count in fundraising
>> totals but thought
>> it could count as participants.
>>
>> Can someone elaborate or point me to the correct ruling?
>>
>> Thanks. JOHN
>>
>> *****************************************************
>> * Information coming soon on the: *
>> * Annual Conference for Senior Advancement *
>> * Services Professionals *
>> * April 25-27, 2001 -- San Antonio, Texas *
>> * http://www.case.org/training/1002.htm *
>> *
>> *
>> *****************************************************
>>
>> ------------------------------------------------
>> John Ley
>> IMPACT Project Lead
>> SMU PeopleSoft Advancement Implementation
>> Campus-Wide Integrated Higher Ed Project (IHEP)
>> Development & External Affairs
>> PO Box 750402 Dallas, TX 75275-0402
>> ph) 214-768-4124
>> fx) 214-768-1170
>> [log in to unmask]
>> ------------------------------------------------
>>
>
>
Jeanette Gillespie, Database Coordinator
Advancement Services
Haverford College
370 Lancaster Avenue
Haverford, PA 19041-9988
610-896-1134
[log in to unmask]
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