Office of Institutional Advancement

FAQs

What are the Community Fundraising Guidelines?

Here’s how Jefferson will help make your fundraiser a success:

  • Gift receipts for all contributions made directly to Jefferson via check or online.
  • More information about the clinical area of interest chosen as the beneficiary of your fundraising effort.
  • Volunteer and Event Toolkit and guidance in accepted use of Jefferson’s name and/or logo in promotional materials for your event (see below).
  • Event listing on Jefferson’s Office of Institutional Advancement giving portal and website.

Assistance that will not be provided:

  • Staff support for event coordination.
  • Recruitment of event sponsors/participants.
  • Mailing lists of donors, alumni, vendors, employees or volunteers.
  • Financial support to cover event expenses.
  • Obtain permits or insurance coverage.
  • Official receipts for donations NOT payable to Jefferson.

Requirements for Marketing/Promotional Materials
Jefferson must review and approve all publicity and/or promotional material containing the Jefferson name or logo or the name or logo of its affiliates before these materials are printed, emailed, posted or released to the public in any way. Please email materials for review to communityfundraising@jefferson.edu

Liability
Jefferson disclaims any and all liability and responsibility of any nature associated directly or indirectly with your event/project, including, without limitation, property damage and personal injury.

Tax Deductibility and Receipting
An individual/organization making a donation payable to and received by Jefferson will be sent an official receipt for tax purposes outlining the tax-deductible portion of the donation. The name appearing on the check received by Jefferson, or donation made online, will be used for receipting purposes.

If goods or services are received in return for charitable donations (auction purchases, beverages, meals, tickets, etc.), you must determine and communicate the fair market value of those goods or services to individuals before they make a donation. The value of goods or services will be deducted from the total donation amount to determine the tax-deductible portion of the donation.

Event proceeds
All proceeds from your event/promotion should be received within 30 days. Gifts made via check should be payable to “Jefferson.” Although a pre-addressed and pre-stamped envelope will be provided, additional checks should be mailed to:

Jefferson Office of Institutional Advancement
Attn: Community Fundraising
130 S. 9th Street, Suite 1700
Philadelphia, PA 19107

Please complete and include the provided remittance form that states the event name and/or the area within Jefferson that the donations support. If individuals are mailing checks directly to Jefferson at the address above, please include the event name in the memo of the check so the donations may be directed appropriately. If you have questions about these guidelines or need more information, please contact 215-955-0977 or communityfundraising@jefferson.edu.

Why do I need to submit an application if I can just become a fundraiser by creating an advocacy page?

You need to submit an application in order to receive the Toolkit and event materials. It also ensures the correct fund has been designated for your support. All fundraisers must be approved to ensure that programs:

  • Support the mission and values of Jefferson;
  • Do not promote a political party/candidate or appears to endorse political issues;
  • Do not potentially conflict with marketing or public relations campaign; and
  • Do not require Jefferson to sell tickets, coupons or involve telemarketing or door-to-door solicitation.

What’s included in the Community Fundraiser Toolkit?

The toolkit provides you with a detailed timeline to help with planning for your event, during your event and after your event, including tips on outreach, social media marketing, press release tips, and follow-up with your donors. The toolkit also includes information about Jefferson’s graphic identity and sample solicitation and thank you language.

May I use the Jefferson logo to promote my fundraiser?

Yes, you may use the appropriate logo included in the toolkit. All materials using the logo and name must be approved by Jefferson staff prior to printing. Please send all materials, marketing and collateral to communityfundraising@jefferson.edu for approval. 

Will Jefferson help me promote my fundraiser?

Jefferson will gladly promote your fundraiser on the Community Fundraising website, as well as list your event under Community Events on the main Events page. 

Will Jefferson staff help me manage my fundraiser event?

Jefferson staff are not able to help plan or manage your fundraiser. We recommend you form a committee of friends, family members, and other volunteers to help you plan and execute your fundraiser. 

Will Jefferson cover my expenses?

No. Community fundraisers are responsible for covering all expenses and will not be reimbursed. You can deduct costs associated with your fundraiser prior to submitting the proceeds if donating funds via check. They cannot be deducted from your online fundraising page.

Will Jefferson share a list of supporters for me to contact?

No. Due to confidentiality policies, we cannot provide mailing lists of donors, physicians, staff, or vendors.

Can someone from Jefferson attend or speak at my fundraiser?

We can facilitate invitations to Jefferson physicians and/or staff but cannot guarantee participation.

Will Jefferson solicit corporate sponsors for my fundraiser?

No. We cannot solicit corporate sponsors or celebrity endorsements for your fundraiser.

Will Jefferson provide gift receipts to my supporters?

Jefferson will issue tax receipts for any donation made payable to “Jefferson” and accompanied by comprehensive contact information.

An individual/organization making a donation payable to and received by Jefferson will be sent an official receipt for tax purposes outlining the tax-deductible portion of the donation. The name appearing on the check received by Jefferson will be used for receipting purposes.

If goods or services are received in return for charitable donations (auction purchases, beverages, meals, tickets, etc.), you must determine and communicate the fair market value of those goods or services to individuals before they make a donation. The value of goods or services will be deducted from the total donation amount to determine the tax-deductible portion of the donation.