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Corporate Partnership Benefits

  • 1.  Corporate Partnership Benefits

    Posted 21 days ago
    ​​Hello everyone. I work for a large healthcare organization.  One of our fundraisers has come up with a corporate partnership initiative with benefits.  The question to me is how much to value the benefits at each of the levels.   This is at the draft stage and therefore no specifics as to the number of employees is known.

    I need advice on how to value the benefits that they are proposing to offer.  Many of these offerings are either online webinars that will be customized for the donor or may be webinars that we have already produced or will produce.

    As with most sponsorship or membership type benefits, the benefits from each level accrue to the next highest level.

    Thank you for any advice you might have.

    Corporate Benefits

    Health Pioneer: $50,000

    • Partner with our health and wellness experts to co-create a special event with a live webinar for your employees and or customers that highlights executive commitment to community health.
      • Online cooking event with world-class chef and nutritionist.
      • Custom wellness program featuring a physician speaker and a local community leader or corporate leader.
    • Samples:
    • Acknowledgment of support through philanthropy communications
    • Plus all benefits below.

    Health Visionary: $25,000

    • Launch employee wellness service featuring a customized physician webinar:
      • select a webinar from our menu of topics for an exclusive event;
      • turn-key event is live-streamed to your employees on a date/time of your choice;
      • we script and support a senior leader from your company to do an intro and an event wrap-up so employees know your commitment to their wellness; and
      • utilize your company logo on the invitation, during the livestream and on our website.
    • Plus all benefits below.

    Health Leader: $10,000

    • Invite employees to join one live wellness webinar featuring a physician or clinician:
      • choose from 4 live wellness webinars offered during the year; and
      • we'll create a special invitation to your employees and/or customers
    • Plus all benefits below.

    Health Partner: $2,500

    • Opportunity to provide valuable health and wellness resources for your employees:
      • reconnect employees to the community and teach them topics like stress reduction, food as medicine, mindfulness and at-work movement exercises; and
      • exclusive audios and articles on popular wellness topics.
    • Plus all benefits below.

    Friend: $1,000

      • Monthly holistic e-tips for employees

    Dale Hailey
    Manager, Gift Services
    Sutter Health Philanthropy

  • 2.  RE: Corporate Partnership Benefits

    Posted 21 days ago
    Dale, you are not going to like my answer :-).

    There are two IRS rules you must follow in these scenarios:
    • You must make a "good faith estimate"
    • You must determine the "fair market value"
    FMV is defined (IRS Publication 561) as what a willing buyer would pay a willing seller.

    In other words, you need to guess :-).

    One thing to be careful of is to never cross the advertising line.  The moment you do anything that suggests an endorsement or inducement to use the products or services of any of your partners, you negate any possible donative component.

    I suggest that much of what you will offer below the $10,000 level is insubstantial.  However, you will likely need to do some market comparisons to come up with an FMV for the webinars, cooking event, and wellness program.  Perhaps you can use the service fees you have charged other clients in the past.


    John H. Taylor
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987

  • 3.  RE: Corporate Partnership Benefits

    Posted 21 days ago

    Thank you John. 


    For the items at the higher levels, does the FMV need to be calculated for every person employed at each sponsoring organization, not knowing how many could participate? 


  • 4.  RE: Corporate Partnership Benefits

    Posted 21 days ago
    It is goo g to depend on how you might normally price something like this out.

    During recent months, many only e-education programs have aired.  Some charge by the person. Others charge by the institution - at a significantly higher rate.

    You are going to need to determine what is most common in your sector.  I'd think a flat fee but I do not know the typical business model for your base.


    John H. Taylor 
    919.816.5903 (Cell/Text)

    Big Ideas; Small Keyboard