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Making intentional impact with compassion and confidence

2

Tradition, Values, beliefs

Dedicationto a cause

Relationship to the agency

Somebody

Asked

Tax deduction

Responsible Citizenship

Casual - as things come up

Desire to make a difference

Participate in Community

Personal branding

To give back / recipient

of servicesMakes us happy

Cope with tragedy

Set an example for others

Support workplace

giving

Self esteem, belonging, self-

Actualization

Healing

Pursuit of meaning and

purpose

Leave a legacy

Notoriety / recognition

Feel empowered

Emotional experience

Be a good person

To right wrongs Know it matters

Why do we give?

3

Intentional. Planned and Researched

Budgeted. Realistic and Meaningful

Reviewed. Confirmed and Accountable

Making the greatest possible impact.

4

• How to research charities

• Protect yourself from scams

1. Intentional - Planned and Researched

Giving to a responsible agency/program increases meaningful impact.

Value of the donor’s dollar

Address the core issue

Accountability and transparency

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Feeding the Homeless Food for the Homeless

Feeds 100 people per dayAdmin cost: %6

Feeds 50 people per dayAdmin cost: %12

Why is that charity executive making so much money?

8

Good intention good outcome.

One-Way giving is harmful

____________________________

Solutions that identify and address core issues, and uplift and empower

individuals, are more impactful.

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Should always be substantiated by evidence of impact.

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Cold-Calling / Emailing

Charity

Information

unavailable

EIN, mission,

goals, impact,

links to annual

report, 990, etc.

No History / Longevity

(esp. response/relief efforts)

Name closely

resembles

well-known

charity name

or name is

generic

High-pressure tactics

Asks for banking

/ cc info over the

phone

Asks for

donations in

cash

You have to pay

to get a prize or

donate in

return for a

chance to win a

prize

Bad-mouths

another

charity

Division of Consumer Services

(850) 410-3800(800) HELP-FLA (435-7352)

Office of the Attorney General

(866) 966-7226

National Association of State Charity Officials: http://www.nasconet.org

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Infosec.ucf.edu407-823-2711infosec@ucf.edu

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Tools for charity research

Talk to the charity – visit them if possible

Visit their website and social media sites

IRS Charity Verification

consumer.ftc.gov (search: charitable scams)

BBB Wise Giving Alliance

Charity Watch

Snopes.com

Charity Navigator

GuideStar

Tip: Google charity name + “scam”, “complaint”

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Campaign Manager / Responsible office

Compliance, Ethics, and Risk

Employee Relations (Human Resources)

UCF Police / Victim Services

Information Security

• Where to give, how much to give, and how to give are your personal choice.

• You should never feel coerced or manipulated into supporting a charitable event or campaign at UCF.

Reporting

Options

UCF Campaigns – Donor benefits & Protections

19*Payroll deduction opportunities

January February March April May June

I Believe Campaign*

Knight-Thon (Children’s Miracle Network)

Relay for Life (American Cancer Society)

United Way Book Drive (local literacy initiatives)

July August September October November December

Heart Walk (American Heart Association)

United Way Campaign*

Food Drives, Toy Drives begin

Adopt a Family/ holiday projects

UCF Campaigns – Planning Ahead

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GuideStar Rating: Platinum (highest rating)Charity Navigator Rating: 4 stars (highest rating)

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What should you ask a charity?

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• Identify your passions

• Making a donor Budget

• Other ways to make a difference

2. Budgeted - Realistic and Meaningful

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Panhandlers and cold-callers

People asking for help

A friend’s cause or campaign

Organization you’re a member

of calls you

RAK

In-Kind donation drives

Give at churchPrice-up

campaigns at stores

Holiday campaigns

Sponsor heart walk walker

Bell ringersAttend a charity

event

Coins in a box (pet rescue, RMH, etc)

Natural disaster fund

Gas, mileage, other volunteer

expenses

Contribute homemade food

Give homeless person a new

coat

Donate to a scholarship fund

Support a friend’s surgery

fundraiser

Donate at a charity tour or

function

Workplace giving campaign

Person in line short on bill

Kids at Publix raising $ for a

class trip

Send flowers to a woman’s

shelter

Text to donate campaigns

Bureau of Labor Statistics, bls.gov, Consumer Expenditures Report

A household with an average total income of around $70,000 will give$1,900 a year.

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Adjusted Gross Income (AGI)

Approx AvgAmt

% of AGI

Up to $25,000 $1,800 12.3%

$50,000 $2,500 6.8%

$75,000 $2,900 4.8%

$100,000 $3,300 3.8%

$200,000 $4,100 3%

$500,000 $7,400 2.6%

IRS Statistics of Income, 2014

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Smart Giving.

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One pack of

Smarties

= $300

One Smartie

= $20

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Qualified organizationFile Form 1040 and itemize deductions on

Schedule AReceiving a benefit – impact on valueFair market value for item donationRecords requiredOver $250Over $500Item/group of items over $5,000

What is tax deductible?

https://apps.irs.gov/app/eos/ 32

File Form 1040 and itemize deductionsQualified organizationReceiving a benefit impacts deductibility Fair market value for item donation

Records required for taxesAll donationsA donation over $250In-kind donation over $500In-kind donation over $5,000

What is tax deductible?

https://www.irs.gov/pub/irs-pdf/p526.pdf 33

What is NOT tax deductible?

EXAMPLES:

A contribution to a specific individual

A contribution to a nonqualified organization

The value of your time or services

Your personal expenses

https://www.irs.gov/pub/irs-pdf/p526.pdf 34

Sticking to your budget:Panhandlers & other temptations

Refer to your budget

If safe, talk to the person.What’s their story?

What are their real needs?

Refer them to United Way 2-1-1

Gotta do it? Envelope it.35

hfuw.org/gethelp

Reduce waste

Helps you organize

Doesn’t cost you extra money

Still tax-deductible (sometimes)

BOGO –

Sticking to your budget:In-Kind Donations

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Buy one, Give one!

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Give time & talent

Name a charity as a life insurance beneficiary

Donate blood or hair, become an organ donor

Write a letter to an at-risk youth, elderly person, or

incarcerated person

Grow fruit & veggies in your garden to donate

Charity registry for your wedding or birthday

Help those around you

Sticking to your budget: Other ways to give

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• ROI (Return on Investment)

3. Reviewed - Confirmed and Accountable

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Intentional. Planned and Researched

Budgeted. Realistic and Meaningful

Reviewed. Confirmed and Accountable

Making the greatest possible impact.

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• What resources can you use to research a charity?• What are some things to look for / ask a charity?• What does BOGO stand for?• What is the difference between Administrative Cost

and Campaign Fee?• Other than money, how can you give back?• How do charities maximize the value of your donation?• If you suspect fraud, what should you do?

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