AAUW Pennsylvania Summer Retreat AAUW Fundraising Policies and Guidelines April 25, 2014

Why are We Here? 2

Philanthropy Begins with Worries and Dreams 3

What do I Worry About? 4

What do I Dream of? 5

What am I willing to do about it? 6

What do my answers to these questions say about who I am? 7

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 8

National Fundraising Committee Duties of Committee Keep eyes on BIG picture of philanthropy and AAUW 9

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 10

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 11

2013 Restructuring Of AAUW Fundraising Policies

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) 13

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! 14

AAUW Fundraising Policy Updating Our Policies 15

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, Regulatory Guidance Task Force and Governance Committee worked on new 6-page policies for almost a year Passed by AAUW Board in February 2014 All fundraising and development policies given own number in 500 series 16

Fundraising Policy 501 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 17

Key Issues of Policy Change Funds raised using the AAUW (national) name must go to support AAUW national programs, activities and services or other directly mission-related purposes, i.e. AAUW Funds. Funds raised using the name of the AAUW-affiliated entity must go to support programs, activities and services or other directly mission-related purposes of the AAUW- affiliated entity. (NOTE: It is acceptable to pay a program stipend to an organizations that does a branch program IF you USUALLY give a stipend to speakers. This comes out of the program budget.) 18

Fundraising for Other Charities Fundraising for other organizations at AAUW meetings and events or in AAUW publications is not allowed. Members may fundraise for other organizations separately as individual or as members of other groups Added a new policy on Scholarships 19

The AAUW Fundraising Q & A Time