Yes, John. It does depend on the benefits. See IRS Publication 526.
When tallying up how many alumni "participated" I simply add these few in to
the mix. We track alumni dues payments in our system and simply exclude the
dollar amount from our CAE totals, but not the alumni count.
John
-----Original Message-----
From: [log in to unmask]
[mailto:[log in to unmask]]On Behalf Of Ley, John
Sent: Thursday, February 15, 2001 11:41 AM
To: [log in to unmask]
Subject: Re: [FUNDSVCS] Alumni Participation
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]
> ------------------------------------------------
>
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