Ministry Advancement Department

1. Breanne Haven Donor Services Representative Jennifer Meuli Ministry Advancement Specialist Christine Holland Ministry Advancement Coordinator Ministry Advancement Department Featuring Donor Services

2. Donor Services Objective To process all income (donations and payments) in a timely and accurate manner, while efficiently and effectively serving staff and donor needs. Note: While Donor Services processes all ISI income, please note that Finance tracks fund balances and charges to staff accounts. For questions about what money is available in an account, contact the Finance Office. For questions about a donor or specific donation or payment, contact Donor Services.

3. Account Fund Codes • Ministry Account • A unique four-digit number beginning with 5 # # # • Identifies staff account in Donor Services and Finance systems and processes. • Donors may designate funds to staff by account number and/or by name. • Funds processed through staff accounts are assessed a 15% Staff Service Allocation (SSA). • See SSA brochure for breakdown

4. Account Fund Codes • City Account • Can be set up to raise funds for specific city ministry projects. • Funds processed through city accounts are assessed a 15% SSA. • Events • Registrations and payments can be collected online through the Bluefire processor • You must register each event and complete a form with Rebekah at rmiller@isionline.org • Fundraisers (10% SSA)

5. Account Fund Codes • Special Account • A unique account number can also be assigned for various specific ministry need(s). Once a special account is assigned to a staff member, it can be used over and over again for various specific needs, like: • Car purchase • Computer purchase • Overseas trip • Etc. • Lower SSA % (10% vs 15%) • When making a donation for a special fund, the donor must specify the Event Name or Fund Number for which the donation is designated. • It is helpful to inform donors that in the event more funds are raised than needed for the special project, what the remainder will be applied toward, for example (specify regular ministry fund, next special project, etc.) so that we do not need to go back to them and get permission to apply monies elsewhere. • You must request RFD approval when soliciting special funds for projects over $500.

6. Please Note! • ISI does not process pledges – we process donations/payments when they are received. • Please ask your donors not to send cash • If you receive cash from a donor, please obtain a money order with your donor’s information as the remitter and send it to our office.

7. Ways to Contribute to ISI Check Online By Phone • Check Donations • Must be made payable to ISI or International Students, Inc. • If you receive a check made payable to you, please have the donor change the payee to ISI. * see “Direct Contributions” document * • If we receive a check made payable to staff, we must return it to the donor to correct the payee. • Each donation generates a receipt to the donor. Receipts are mailed or emailed based on type of gift and/or donor preference.

8. Ways to Contribute to ISI Check Online By Phone • Online Giving via BlueFire • Donors can make one-time donations or set up recurring contributions from a credit/debit card OR from their checking account (donors must register and log in on the donation page to set up recurring). • Online donations generate emailed receipts for each donation, and then a mailed/emailed Annual Statement to reflect all donations made for calendar year (online or by mail). • Recurring donors receive an email notification when their gift is unable to process, asking them to update their account. • Staff receive a Daily Digest email showing a summary of online donations made to their fund(s) for the previous day (if none then no report is generated).

9. Ways to Contribute to ISI Check Online By Phone • Online Giving via BlueFire (Cont.) • Recurring donations are notated on the daily digest report from BlueFire for tracking purposes. • Gifts will post automatically to the Field Staff Portal. If “Bad Record” or no donor contact information appears, this indicates the system was not able to match the gift to a current donor account. Donor Services reviews this daily to ensure gifts will update automatically in the portal.

10. Ways to Contribute to ISI Check Online By Phone • Donations can be called in for those who do not wish to do it themselves online. They can call Donor Services at: 800-474-8628 • We will process one-time and recurring transactions via the online BlueFire system.

11. Steps for giving online 1 2 3 4 Or direct link goes directly to staff donation page: www.isionline.org/Home/Staff/StaffDirectory.aspx

12. New Donors • New staff receive New Donor Envelopes to distribute to potential donors when raising funds. • Please do not automatically include these envelopes with every newsletter to donors; we process New Donor Envelopes differently than donations made by existing donors. • Include staff name and fund code on each envelope. • Stamps (Vistaprint.com) or labels work well (reimbursable expense) • More than 50% of New Donor Envelopes are not filled in when we receive them. • Those that have any information at all (name, address, commitment, etc.) will be scanned and emailed to staff, usually on a monthly basis. • Staff also receive emailed scans of any other pertinent correspondence we receive from donors.

13. New Donor Envelope John Smith 5###

14. Receipts Top third: monthly message from president Doug Shaw • Mailed out within 72 hours of processing all check donations. Donations made online are emailed a receipt as soon as their gift is processed. • Donors can request not to receive monthly receipts and to receive a annual statement showing all calendar giving. • Middle third: • “Ministry of ISI” is an IRS requirement • Includes year-to-date total; can be used for tax purposes • Lower third: remittance device to return with next gift • Provides donor Personal ID number • Provides staff name and fund number, as well as amount of last gift tears here Previous gift stats will appear here; Staff name, fund # and amount

15. Receipt mailings include: • A return envelope (CRE) • A different insert every month • Examples: Statistical update Prayer focus/request form Automatic giving information Upcoming special events National Conference information Financial/Fiscal Needs Giving Information

16. Non-Cash Gifts • ISI does accept stock gifts from your donors • We provide the donor with our stock broker contact information to initiate the transfer. • We liquidate stock immediately upon receipt. Value is determined on sale of stock. • Gift is shown as STCK code on month-to-date activity report ($0 value), but staff will receive notification of the net proceeds via a letter confirming the date of the transfer, the type of stock, the number of shares, as well as the donor who recommended it.

17. Non-Cash Gifts • Gift-In-Kind • Household goods • Computers • Etc. • Not for services rendered • A receipt can be prepared for the donor, but a value is not assigned. The tax deduction can be decided between the donor and their tax advisor • Please make requests for a Gift-In-Kind receipt to Christine at cholland@isionline.org.She will need the item name(s) quantities, date of donation, and the donor name and address.

18. Non-Cash Gifts • Vehicle Gifts • Donations of vehicles to ISI are NOT allowed as tax deductible contributions. • The IRS has established very strict guidelines for the handling of vehicle donations. For more information, please reference Pub 4302: A Charity’s Guide to Vehicle Donations (pages 5 and 7). This document can be printed off of the IRS website at: http://www.irs.gov/formsplus

19. Honorariums • Speaking engagements or presentation payments on behalf of your work for ISI. • We recommend checks be made out to ISI and submitted to the Home Office. • Checks will be processed as miscellaneous income and monies deposited in the designated staff account • No receipt will be issued, as it is money paid in exchange for “a good or service”. • No SSA is taken out. • If staff receive an honorarium check made out to them personally, it can be cashed, but it should then show as a negative amount on a reimbursement form (see Finance for further information).

20. Canadian Donors • Inter-agency agreement with our sister organization, ISMC (International Student Ministries Canada) • ISMC can receive and receipt donations from Canadian donors for ISI staff (and vice-versa). • ISI staff must get board approval from ISMC to utilize this service. • Please notify us if you wish to pursue this approval so that we can get your name on the agenda for the next ISMC board meeting (generally scheduled in spring and fall)

21. Field Staff Portal • The Field Staff Portal allows you access to your donation reports and donor contact information. Please note, for the 1st phase, the portal does not show your overall account balance, just the donations received month-to-month. • https://internationalstudents.force.com/staff/login • Report options include: • Month-To-Date (MTD) reports which show donations posted within the current month. Dates can be changed to pull reports for previous month’s donations. • 13-Month reports which will track history of giving and help you track monthly commitments.

22. Field Staff Portal (Cont.) • Tips for using your portal • Always click the refresh button on your dashboard to ensure you’re viewing the most up to date information • Your portal is showing real time data. • The training video is always available to view for helpful reminders and tips. Located on the ISI website, under Staff--Departmental Websites--Donor Services--More--Salesforce • If you have any trouble reading or understanding how to interpret reports, or navigating your portal, please do not hesitate to contact Donor Services at:800-474-8628

24. Breanne Haven Donor Services Representative bhaven@isionline.org donorservices@isionline.org 800-474-8628 719-576-2700 ext. 139 Christine Holland Ministry Advancement Coordinator cholland@isionline.org 719-576-2700 ext. 125 Jennifer Meuli Ministry Advancement Specialist jmeuli@isionline.org 719-576-2700 ext. 128 Ministry Advancement Contact Information