AAUW - Empowering Women Since 1881 AAUW National Convention Branch Fundraising Ideas Old and New, Tried and True

AAUW - Empowering Women Since 1881 Branch Fundraising Ideas Old 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 Ideas Old 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, s 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 researc h

AAUW - Empowering Women Since AAUW Restructure and Program Realignments

Before Restructuring

After Restructuring

AAUW - Empowering Women Since 1881 AAUW Funds Diagram AAUW Funds #9110 Gifts that are not restricted, support programs with the greatest needs. Legal Advocacy Fund #3999 Formerly a part of the AAUW Educational Foundation A partial list of programs includes: Legal Case Support LAF Case Support Travel Grants Campus Outreach Projects Educational Opportunities Fund #4336 Formerly a part of the AAUW Educational Foundation A 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 AAUW Educational 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 AAUW Association A partial list of programs includes: Government Relations Civic Engagement Field Organizing Leadership Programs Fund #4339 Formerly a part of the AAUW Leadership & 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 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 Righ t 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:  “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 Change VII. 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 Change VII. 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 Suggesting 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 change VII. 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 E ducational O pportunity F und 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 YOU for all you do for AAUW x