AAUW - Empowering Women Since 1881 AAUW National Convention Branch Fundraising Ideas Old and New,...
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Transcript of AAUW - Empowering Women Since 1881 AAUW National Convention Branch Fundraising Ideas Old and New,...
AAUW - Empowering Women Since 1881
AAUW National Convention
Branch Fundraising IdeasOld and New, Tried and True
AAUW - Empowering Women Since 1881
Branch Fundraising IdeasOld and New, Tried and True
National Fundraising Committee Panel
Sue Barley, MO & FL
Kim Benziger, IL
Claudia Gray, OR
Judy Horan, CA
Pam Thiel, WI
Moderator: Diane Ludwig, CFRE, MO
AAUW - Empowering Women Since 1881
Branch Fundraising IdeasOld and New, Tried and True
National Development Staff
Laura McCulty Stepp
Tremayne Parquet
Catherine Heffernan
Sarah Spencer
Amanda Clemmer
AAUW - Empowering Women Since 1881
Agenda
Fundraising – How to be Successful and Professional
Successful Fundraising Ideas
Q&A Time
AAUW - Empowering Women Since 1881
AAUW Fundraising
How to be
Successful and Professional
AAUW - Empowering Women Since 1881
National Fundraising Committee
10 members from across the country with
fundraising expertise; as professionals or
volunteers
1 Board liaison
5 staff members of Development Department
AAUW - Empowering Women Since 1881
National Fundraising Committee Duties of Committee
Serve as link between state and branch fundraising and national office
Review fundraising policies as related to bylaws and current fundraising standards
Help develop/review appropriate tools, trainings and materials such as the Fundraising Tool Kit, Impact Maps and AAUW Funds chart
AAUW - Empowering Women Since 1881
National Fundraising Committee Duties of Committee
Assist with stewardship of donors through thank you notes, calls, emails and visits
Review AAUW fundraising efforts and results to help maximize effectiveness
Advise on possible new fundraising opportunities for members
AAUW - Empowering Women Since 1881
National Fundraising Committee Duties of Committee
Identify key donors for special projects like Breaking through Barriers Campaign, National Conference of College Women Student Leaders (NCCWSL), TechTrek camps, and giving circle members
Promote the Legacy Circle and new state Legacy Circle chairs
Prepare articles for Fund Facts e-newsletter
AAUW - Empowering Women Since 1881
National Fundraising Committee Duties of Committee
Keep eyes on BIG picture philanthropy and AAUW
AAUW - Empowering Women Since 1881
National Fundraising Committee Recent Conclusions
AAUW has changed – need to update AAUW fundraising to match today’s philanthropy
BIG job – will take several years to complete
Need revised fundraising policies and guidelines
Need to educate on IRS regulations
AAUW - Empowering Women Since 1881
AAUW Mission
AAUW advances equity for women and girls through advocacy, education,
philanthropy and research
AAUW - Empowering Women Since 1881
2007 AAUW Restructureand
Program Realignments
AAUW
Educational Foundation
501(c)(3)
Educational Programs have
800 fund numbers
Eleanor Roosevelt Fund # 9170
Legal Advocacy Fund #3999
Before Restructuring
American Association of
University Women
501(c)(4)
Public Policy Programs
Member Activism and Voter
Mobilization
AAUW
Leadership and Training Institute
501(c)(3)
Leadership Programs
AAUW
501(c)(3)
Educational Opportunities Fund # 4336 still has 800
fund numbers
Eleanor Roosevelt Fund # 9170
Legal Advocacy Fund #3999
Leadership Programs Fund
# 4339
Public Policy Fund # 4337
After Restructuring
AAUW Action Fund
501(c)(4)
Member Activism and
Voter Mobilization
AAUW - Empowering Women Since 1881
AAUW Funds DiagramAAUW Funds
#9110Gifts that are not
restricted, support programs with the greatest needs.
Legal Advocacy Fund #3999
Formerly a part of the AAUWEducational Foundation
A partial list of programs includes:• Legal Case Support• LAF Case Support Travel
Grants• Campus Outreach
Projects
Educational Opportunities Fund
#4336Formerly a part of the AAUW
Educational FoundationA partial list of programs includes:
• Fellowships and Grants• American Fellowships• International Fellowships• Selected Professions Fellowships
• Community Action Grants• Career Development Grants
• Fellows Alumnae Initiative• Undergraduate Scholarship
Clearinghouse
Eleanor Roosevelt Fund #9170
Formerly a part of the AAUWEducational Foundation
A partial list of AAUW Research Reports include How Schools
Shortchange Girls, Hostile Hallways and
Behind the Pay Gap.
Public Policy Fund #4337
Formerly a part of the AAUWAssociation
A partial list of programs includes:• Government Relations• Civic Engagement• Field Organizing
Leadership Programs Fund #4339
Formerly a part of the AAUWLeadership & Training Institute
A partial list of programs includes:• National Conference for
College Women Student Leaders (NCCWSL)
• Campus Action Projects• Campaign College
AAUW - Empowering Women Since 1881
The AAUW Action Fund
Reminder
Contributions to AAUW Action Fund supports 501(c)(4) work like Lobby Corps and the Congressional Voting Record. Gifts here are not tax-deductible
AAUW - Empowering Women Since 1881
The AAUW Funds
Reminder Session today 4-5:30
What Kind of Champion are YOU?How Time, Talent and Treasure
Can Achieve Your Mission
Learn about ALL the AAUW Funds!
AAUW - Empowering Women Since 1881
2013
Restructuring
Of AAUW
Fundraising Policies
AAUW - Empowering Women Since 1881
AAUW Fundraising Policies
Last updates to policies in 2009
Philanthropy added to mission statement in 2010
With Philanthropy in our mission, we want to do it RIGHT!
AAUW - Empowering Women Since 1881
AAUW Fundraising – Doing It Right Primary Issues Addressed
AAUW is a national leader in education and equity, we want our fundraising/philanthropy to be as professional as our reputation
We’ve been given the gift of a nonprofit status and we MUST protect this status. It can be revoked if we fail to comply with regulations
AAUW - Empowering Women Since 1881
AAUW Fundraising – Doing It Right National Issues Addressed
Fundraising standards changing; more transparency; more protection for donors
Donors are better educated; care about where money goes and the impact it has
IRS watching nonprofit sector more carefully
AAUW - Empowering Women Since 1881
AAUW Fundraising – Doing It Right National Issues Addressed
New watchdog groups (Charity Navigator, Guidestar) rating charities online; donors check out charities before giving
IRS pulling 501(c)(3) status from charities who are not complying with regulations (pulled status from 275,000 charities in 2011)
AAUW - Empowering Women Since 1881
AAUW Fundraising – Doing It Right AAUW Issues Addressed
Branch and state leaders asking for more information and assistance on fundraising
AAUW seeing loss of donations from branches; less support to AAUW Funds and our mission work; more local giving – not always directly mission-related (we are not UW)
AAUW - Empowering Women Since 1881
AAUW Fundraising – Doing It Right AAUW Issues Addressed
AAUW files in each state to fundraise, must meet all state standards as well as national
AAUW trains well for advocacy work, we want to train equally well for philanthropy work
AAUW - Empowering Women Since 1881
AAUW Fundraising – Doing It Right
Education through these documents: Donor Bill of Rights
IRS Publication #1771
IRS Publication #526
AAUW Finance and Fundraising Policy 402A
Best practices materials, guidelines, FAQs
AAUW - Empowering Women Since 1881
Donor Bill of Rights
Nationally accepted document identifying the ten rights of all donors (see handout)
Excellent for guidance in ethical and professional fundraising
AAUW - Empowering Women Since 1881
Donor Bill of Rights – Key Issues IV. Be assured gift will be used for purpose for which it was given (Donor intent)
V. Receive appropriate acknowledgement and recognition
VI. Be assured that information about their donation is handled with respect and with confidentiality to the extent provided by law
AAUW - Empowering Women Since 1881
IRS Regulations – The Codes
501(c)(3) – IRS code for a charitable organization qualified as doing good works to which gifts/donations are tax-deductible
501(c)(4) – IRS code for nonprofit social welfare organization; gifts/donations are NOT tax-deductible (AAUW Branches are generally this category)
AAUW - Empowering Women Since 1881
IRS Regulations – Publications
IRS Publication #1771 Charitable Contributions: Substantiation and
Disclosure Requirements (13 pages)
IRS Publication #526 Charitable Contributions (23 pages)
Go to: IRS.gov/charities then search for publication number
AAUW - Empowering Women Since 1881
Fundraising Issues
IRS - Common Errors We Make
Raffles are NOT tax-deductible; no ‘games of chance’ are considered deductible
At Special Events, the costs of “Goods and Services” to the donor must be determined at their “Fair Market Value” and those costs deducted from the ticket price; remainder is considered a charitable deduction
(see Fair Market Value worksheet)
AAUW - Empowering Women Since 1881
Fundraising Issues IRS - Common Errors We Make
IRS now strict with 501(c)(4) subordinates who have any lapse in the filing of their Form 990-N (suggest using AAUW’s service to file this for your branch once you submit forms to them
contact: [email protected])
“Pass-through” donations are illegal; cannot give money to 501(c)(3) to then pass back to a 501(c)(4) so tax deduction may be taken
AAUW - Empowering Women Since 1881
Fundraising Issues
IRS - Common Errors We Make Donated monies may not be carried over from
one tax year to another; if so, donor cannot claim deduction (note: Oregon branch and IRS problem)
Must declare in advance where funds will be used; funds must be directed to the purpose for which they were raised
AAUW - Empowering Women Since 1881
Fundraising Issues IRS - Common Errors We Make
Monies collected by branches and given directly to individuals are not tax-deductible
Local scholarships are not tax-deductible
Only donors can value donated goods
Auction purchases are only a donation if you pay over fair market value, and only amount paid above the fair market value is allowed (see Auction handout)
AAUW - Empowering Women Since 1881
AAUW Fundraising Policy
Updating Our Policies
AAUW - Empowering Women Since 1881
AAUW Fundraising Policy “Guidelines for Branch Fundraising Activities”
Adopted in 1974, revised 1983, 1986, 1989, 1993, 2004, 2007 and 2009 (one-page document)
Fundraising Committee, Finance Committee and Governance Committee worked on new 6-page policies for almost a year; Still a few things to work on, but bulk of updates
complete; Passed by AAUW Board in February 2013, in legal review Final revisions will be submitted at next board meeting.
AAUW - Empowering Women Since 1881
Finance & Fundraising Policy 402A Contents
AAUW Branch/State Fundraising Credit IRS Regulations of Not-for-Profits Regarding
Contributions Contributions that are Tax-Deductible Contributions that are NOT Tax-Deductible Submission of Contributions to AAUW National Matching Gifts Limiting of Donations and Fundraising Efforts to AAUW
Direct Mission-Related Programs Quarterly Reports and Confidentiality
AAUW - Empowering Women Since 1881
Key Issues of Policy ChangeVII. Limiting of Donations and Fundraising Efforts to AAUW Direct Mission-Related Programs B. Funds raised by AAUW-affiliated entities should not provide financial support to non-AAUW organizations or charities.
Funds raised in AAUW’s name should go to AAUW AAUW programs need and deserve funding Acceptable to pay dues/memberships to direct mission-
related organizations Local scholarships, if going to a 501(c)(3) entity, are still
acceptable, but may not be tax-deductible for the donor
AAUW - Empowering Women Since 1881
Key Issues of Policy ChangeVII. Limiting of Donations and Fundraising Efforts to AAUW Direct Mission-Related Programs B. Funds raised by AAUW-affiliated entities should not provide financial support to non-AAUW organizations or charitiesSuggesting above statement be edited to read:
Funds raised by AAUW-affiliated entities will only provide funds to AAUW programs and/or other directly mission-related 501(c)(3) organizations or charities. Fundraising for organizations or charities whose missions are not DIRECTLY related to AAUW’s mission is not acceptable.”
AAUW - Empowering Women Since 1881
Key Issues of Policy changeVII. Limiting of Donations and Fundraising Efforts to AAUW Direct Mission-Related Programs. D. Fundraising for other organizations at AAUW meetings and events or in AAUW publications is not allowed.
Rationale: Members may fundraise for other organizations separately
as individual or as members of other groups
SUGGEST: Adding “not directly mission-related” after organizations
AAUW - Empowering Women Since 1881
New Fundraising Policy Key Questions
When do changes go into effect? IRS regulations in effect now, they are ongoing Recommending January 1, 2014 for AAUW policies
What about in-kind goods and services? These are fine for direct mission-related organizations
How can I be sure my branch is in compliance? Compliance and Assistance Task Force has been requested to assist branches
AAUW - Empowering Women Since 1881
The AAUW Funds Educational Opportunity Fund Legal
Advocacy Fund
Eleanor Roosevelt Fund
Leadership Programs Fund
Public Policy Fund
AAUW Undesignated Fund
AAUW - Empowering Women Since 1881
The AAUW Funds
Thank You for Your Work for AAUW Funds!
Together, WE do make a Difference For Women and Girls
AAUW - Empowering Women Since 1881
The AAUW Funds
Showcasing Our
Creative Fundraising Ideas!
AAUW - Empowering Women Since 1881
Creative Fundraising Ideas
Sue Barley, MO & FL
Pam Thiel, WI
Claudia Gray, OR
Judy Horan, CA
Kim Benziger, IL
AAUW - Empowering Women Since 1881
The AAUW Fundraising
Q&A Time
AAUW - Empowering Women Since 1881
The AAUW Fundraising
THANK YOUfor all you do for
AAUW
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