John is correct (as usual; it's the Gospel According to John) about the Blackbaud Giving Fund -- which has recently taken over many of the companies previously under the YourCause umbrella.
It takes a bit of due diligence. If you'd like to speak over the phone and review a few scenarios, I'm happy to to speak with you. Send me a DM.
There are instructions for calculating giving in the 990 particularly helpful when trying to consider and report on what is an indirect contribution.
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Cameron Alzubi
Director, Gift Administration
Illinois Institute of Technology
calzubi@iit.edugiftadmin@iit.edu------------------------------
Original Message:
Sent: 06-13-2022 12:55 PM
From: John Taylor
Subject: Benevity, Mycause, etc - Standardization help
Lianna, Benevity is not really involved. However, that corporation uses the America Online Foundation - which is a donor-advised fund - to manage its matching processes.
They do issue receipts to the employees and employers. Thus, when you receive a gift from the America Online Foundation, it is a legal gift from them.
And, yes, you almost always need to research all of these the first time they pop up as you cannot make a rule for all of these third parties. Some are DAFs, some are pass-throughs. When in doubt, you must do the research.
BTW, the Blackbaud Giving Fund is a DAF, and they now handle YourCause donations.
Some of the others Cameron mentioned are corporate foundations attached to a single company. They also issue receipts to their employees. But not all corporations use an attached foundation. So you need to check.
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
Original Message:
Sent: 6/13/2022 1:43:00 PM
From: Lianna Bodzin
Subject: RE: Benevity, Mycause, etc - Standardization help
Thanks Cameron. So, to be clear, are you entering the gifts so the legal credit goes to the person, or to the company the person works for, or to the donation management company? What about the legal credit for the match?
Based on my reading last week I got the impression that the donation management company was doing the receipting for the gift, which is in part why the argument was made that they should be treated like DAFs. Since these arrangements are becoming so common I would hope we don't have to research that every time a new one pops up.
Lianna
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Lianna Bodzin
Assistant Director of Advancement Services
Colorado School of Mines
lbodzin@mines.edu
Original Message:
Sent: 06-11-2022 09:15 PM
From: Cameron Alzubi
Subject: Benevity, Mycause, etc - Standardization help
American Online Giving Foundation is a DAF.
I don't think Benevity, Network for Good, YourCause, etc. are DAFs. For example, Google, Microsoft, Exxon, Lenovo, and many more, have employer-sponsored payroll giving programs. Benevity or YourCause are more like program administrators, but the legal donors are the employee and the employer. We treat these as indirect contributions.
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Cameron Alzubi
Director, Gift Administration
Illinois Institute of Technology
calzubi@iit.edu
giftadmin@iit.edu
Original Message:
Sent: 06-10-2022 04:57 PM
From: Lianna Bodzin
Subject: Benevity, Mycause, etc - Standardization help
We recently lost both our gift processors, which has been painful but has provided an opportunity to take a good look at our procedures. One area we've discovered needs a lot of help is in how we're handling the gifts (and the matches) that come in from these donation management companies. I understand that the contributions should be considered DAFs, but bigger picture we're looking to document clearly - and in a way understandable to the gift processors - how they should be entered in the system. There's been a lot of inconsistency regarding crediting around these gifts. Before I start writing this myself I wondered if anyone has documentation they would be willing to share and that I could use as a starting point.
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Lianna Bodzin
Assistant Director of Advancement Services
Colorado School of Mines
lbodzin@mines.edu
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