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What office from your organization files Form 8282?

  • 1.  What office from your organization files Form 8282?

    Posted 19 days ago

    What department/officer in your organization files Form 8282 to the IRS?  Is it typically the same office that submits your 990?   

    Thanks, 

    Tom 



    ------------------------------
    Tom Yates
    Temple University
    Executive Director of Gift Planning
    215-926-2545
    tyates@temple.edu
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  • 2.  RE: What office from your organization files Form 8282?

    Posted 19 days ago
    Tom, I have seen this go multiple ways.

    When I was at Duke (many years ago), the CFO delegated this authority to me (note the form must be signed by an "Officer" of the organization).  Therefore, this authority had to be vested in me as I was not an officer.

    At NC State our Treasurer assumed this responsibility.  However, she requested that my office fill out the form :-).

    In my travels, I'd say that while the signatory might not always be the 990 filers, in the majority of cases I have observed the submission happens in the Business or Finance office.

    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: What office from your organization files Form 8282?

    Posted 19 days ago
    Thanks John

    ------------------------------
    Tom Yates
    Temple University
    Executive Director of Gift Planning
    215-926-2545
    tyates@temple.edu
    ------------------------------



  • 4.  RE: What office from your organization files Form 8282?

    Posted 19 days ago

    At JWU, we (my team) supply the details, but the form is completed and mailed by our Finance Office. 

     

    Best regards,

     

    Tracy