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



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



National Development Staff

Laura McCulty Stepp

Tremayne Parquet

Catherine Heffernan

Sarah Spencer

Amanda Clemmer


Agenda

Fundraising – How to be Successful and Professional

Successful Fundraising Ideas

Q&A Time


AAUW Fundraising

How to be

Successful and Professional


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


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



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



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



Keep eyes on BIG picture philanthropy and AAUW


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 Mission

AAUW advances equity for women and girls through advocacy, education,

philanthropy and research


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


Leadership Programs Fund

# 4339

Public Policy Fund # 4337

After Restructuring

AAUW Action Fund

501(c)(4)

Member Activism and

Voter Mobilization


AAUW Funds DiagramAAUW Funds

#9110Gifts that are not

restricted, support programs with the greatest needs.


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


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


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!


2013

Restructuring

Of AAUW

Fundraising Policies


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 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 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 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 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 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 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


Donor Bill of Rights

Nationally accepted document identifying the ten rights of all donors (see handout)

Excellent for guidance in ethical and professional fundraising


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


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)


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


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)


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


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


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 Fundraising Policy

Updating Our Policies


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.


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


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


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.”


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


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


The AAUW Funds Educational Opportunity Fund Legal

Advocacy Fund

Eleanor Roosevelt Fund

Leadership Programs Fund

Public Policy Fund

AAUW Undesignated Fund


The AAUW Funds

Thank You for Your Work for AAUW Funds!

Together, WE do make a Difference For Women and Girls


The AAUW Funds

Showcasing Our

Creative Fundraising Ideas!


Creative Fundraising Ideas

Sue Barley, MO & FL

Pam Thiel, WI

Claudia Gray, OR

Judy Horan, CA

Kim Benziger, IL


The AAUW Fundraising

Q&A Time


The AAUW Fundraising

THANK YOUfor all you do for

AAUW

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