AIS News

AIS 2012 Holiday Schedule

2012 UNIVERSITY ADVANCEMENT HOLIDAY SCHEDULE

University Advancement will be open to accept gifts during the University Winter holiday on the following dates and times for anyone who wishes to make a gift for the 2012 Tax Year. Please note the following information about hours and making year end gifts:

Visit our offices:

The Office of Advancement Gifts and Records will be open:

Date

Hours of Operation

Wednesday, Dec 26

9 am – 5 pm

Thursday, Dec 27

9 am – 5 pm

Friday, Dec 28

9 am – 5 pm

Monday, Dec 31

9 am – 5 pm

You may drop off your gift during the times above at 220 University Blvd. Suite 1100, Harrisonburg, VA or call (855) JMU-GIVE. (855.568.4483)

Credit Cards:

ALL Credit card gifts made via the online giving site www.jmu.edu/give MUST have a transaction date BEFORE midnight Eastern Standard Time, Monday, December 31, 2012 to qualify for a taxable contribution for calendar year 2012. Credit card gifts that are mailed through the postal service must be received in Advancement Gifts and Records NO LATER THAN 12 noon Monday, December 31, 2012 to allow sufficient processing time to qualify for a taxable contribution for calendar year 2012.

Gifts via USPS:

Checks mailed via U.S. Postal Services must be dated and envelopes postmarked on or before December 31, 2012 to qualify for a taxable contribution for calendar year 2012.

JMU, Advancement Gifts and Records

220 University Blvd.

MSC 3603

Harrisonburg, VA 22807

 

Thank you for your consideration and support of James Madison University!

JMU DEPARTMENTS PLEASE NOTE:

Gifts received in your office must be brought to Advancement Gifts and Records, 220 University Blvd. Suite 1100 immediately upon your return with the postmarked envelope for date validation.

Credit card gifts delivered to the Office of Advancement Gifts and Records must be received NO LATER THAN 12 noon, Monday, December 31, 2012 in order to receive tax deduction for 2012.

AIS Announcements--Fall 2012

 Recurring Credit Card option now live on Give Now site

 University Advancement is pleased to announce that recurring giving has been added to the GIVE NOW web site effective September 3, 2012. Recurring gifts (monthly, quarterly or annually) may be made for a period of up to 3 years. On-going gifts may be for an unlimited period until notified by the donor to stop. In agreement with the JMU Foundation and the Office of Annual Giving, the minimum gift online will be five dollars ($5.00).

 Please visit the JMU GIVE NOW website https://secure.www.alumniconnections.com/olc/pub/JMD/onlinegiving/showGivingForm.jsp?form_id=127370

 If you have any questions, please contact the Office of Advancement Gifts and Records  advancementgr@jmu.edu or call 540 568-2822

 Student Data for the Class of 2016 is now in Advance Web

Please note that Advance Web now includes freshman students.  They were loaded on August 30, 2012.  Parents of these students and information about scholarships for the current academic year will be available to you in Advance on Monday, 9/10/2012.

 Paper Copies of Gift Records to be Destroyed

In accordance with JMU’s Records Management Policy #1109, hard copy gift records from FY 2007 and prior have been approved for destruction by The Records Manager (JMU Registrar) and scheduled for destruction by confidential recycling. Five years of gift donation records must be kept for audit requirements. Records are currently kept in electronic copy instead of paper.

Fiscal Year End Closing FY 2011/2012

As we approach June 30, 2012 and the end of Fiscal Year 2011/2012, please bring any gifts, pledge payments, gift-in-kind, and credit card transactions to Advancement Gifts and Records, 220 University Blvd, Ste 1100, as they are received.

For auditing and accounting purposes, we will record year-end gifts in June based on the postmarked date.  Please include the envelope with checks sent to Advancement Gifts and Records.  Online credit card gifts will be recorded based on the transaction date of the web gift.  Online Credit Card gift with transaction dates of June 30, 2012 or before will increase FY 2012 giving totals.  Online Credit Card gift with transaction dates of 07/01/2012 will be applied to FY 2013 fundraising totals.  Credit cards received by phone or delivered to Advancement Gifts and Records must be received by 2 pm on Friday, June 29, 2012 to be included in FY 2011/2012.  Gifts postmarked after July 1, 2012 will be recorded in the new fiscal year.

It is anticipated that all gifts postmarked June 30, 2012 will be recorded no later than noon, July 10 and the FY 2012 books will be officially closed as of close of business on Wednesday, July 11, 2012. 

If you have any questions regarding specific transactions, please contact Cassie Henry henry2cl@jmu.edu (82822)

Thank you for your cooperation as we complete another successful year!

AG&R Goes Paperless! - Wednesday, July 28

JMU Recycling ImageIn line with JMU's directive on Environmental Sustainability, the Office of Advancement Gifts and Records made the switch from printing documents to saving them as PDF files on secure servers. This is a huge step for AG&R which has traditionally been a very heavy producer of printed documentation.

Working with numerous departments around campus, including Payroll Services and the University Foundation, and utilizing strong collaboration within AG&R, the transition has been a smooth and efficient one.

AG&R staff also contribute towards environmental sustainability with the assistance of enthusiastic Housekeeper Lea Foley. Lea has instigated a recycling program where all recyclable items and non-confidential waste paper are separated and sent to recycling services.

Matching Gifts FY 2009/2010 - Monday, July 19

In FY 2010 JMU’s Matching Gift Office partnered with a total of 204 programs, 24 of which were new relationships.  Through the generosity of our donors and their employers, matching gifts totaled $345,025 this year. 

On behalf of the entire JMU community thank you for encouraging corporate matching gifts!  Heidi Findlay - Matching Gifts Manager

Fiscal Year End Closing FY 2009/2010 - Monday, June 28

As we approach June 30, 2010 and the end of Fiscal Year 2009/2010, please bring any gifts, payments, gift in kind, and credit card transactions to Advancement Gifts and Records, 220 University Blvd, Suite 1100, as they are received.

For auditing and accounting purposes, we will record year end gifts in June based on the postmarked date.  Please include the envelope with checks sent to Advancement Gifts and Records.  Online credit card gifts will be recorded based on the transaction date of the web gift. Credit cards received by phone or delivered to Advancement Gifts and Records must be received by 2PM on Wednesday, June 30, 2010 to be included in FY 2009/2010.  Gifts postmarked after July 1, 2010 will be recorded in the new fiscal year.

It is anticipated that all gifts postmarked June 30, 2010 will be recorded by Noon, July 9, 2010 and we will begin the end of year processes switching the system to the new Fiscal Year 2010/2011.  Viking access will be prohibited as we run these processes.  It is anticipated that this will be completed by the end of day on Friday, July 9, 2010.  You will be notified when the process has finished and the Viking system is available for use.

AIS Launches new look site - Tuesday, June 29

The Office of Advancement Information Services today relaunched their website with a brand new look. The site is now in keeping with JMU's new online branding. The six sub sites relating to the other Offices housed within AIS will receive updates in the near future. Revisions to the AIS site include

AIS Attends AASP "Spring Fling" - Monday, May 17

Representatives of AIS attended the Association of Advancement Service Professionals first regional conference at Shenandoah University in Winchester. The one day event featured workshops facilitated by advancement professionals from varying disciplines. Workshops covered the subjects of:

  • Reporting Strategies
  • Events and Donor Relations
  • Gift Processing for small and large shops.
  • Prospect Research Best Practices
  • Best Practices Documentation
  • CASE Management Reporting Strategies
  • Management Needs and Wants






Tuesday, December 28, 2010