[Fla-facrlboard] Final email script for 501c3 vote

Fri Nov 2 09:15:44 EDT 2018

Thanks, Kim.  Those are good questions.  Suzette, do you think the three of us might be able to have a chat with the attorney soon?
Becky

From: Fla-facrlboard <fla-facrlboard-bounces at lists.fsu.edu> On Behalf Of Kim Copenhaver
Sent: Friday, November 2, 2018 9:11 AM
To: Suzette Spencer <sspencer at broward.edu>
Cc: fla-facrlboard at lists.fsu.edu
Subject: Re: [Fla-facrlboard] Final email script for 501c3 vote

Thanks, Becky and Suzette. I concur with the wording of the message to the membership.

Would it be possible to have the attorney provide additional guidance to the Board regarding how to handle disbursement of excess funds? Does this apply to funds in hand prior to the transition, annually after the transition, etc? Do we need a separate account for scholarship funds? I seem to recall a discussion during an ACRL Chapters Council meeting where ACRL Executive Staff were concerned about ACRL chapters making random year-end contributions to charities to remain compliant with 501C3 status. The more information we have prior to the transition will help us ensure a workflow that will meet our needs.

Best,
Kimberly Copenhaver, M.A.
Associate Professor, Reference, Instruction & Access Services
(727) 864-7518<tel:727.864.7518>

Eckerd College<https://urldefense.proofpoint.com/v2/url?u=http-3A__eckerd.edu&d=DwMFaQ&c=HPMtquzZjKY31rtkyGRFnQ&r=ErNLMQvDS5BZrIZeelL-Nylx-JsCfC_BTnGrpOVKn70&m=KIrfGgzeJwFQUpf-YKImlP_ygi0n63x0X1XTd9Z1oqE&s=1mrH1qtEgZXnkHWvB5ycVWewIBRW4ElDCqD0kJig7Ds&e=>
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On Fri, Nov 2, 2018 at 8:19 AM Suzette Spencer <sspencer at broward.edu<mailto:sspencer at broward.edu>> wrote:
Good Morning,

Thank you all for your feedback and to Becky for crafting the script. If we’re in agreement, Jaime and I would like to send this out to members by Monday.

Dear FACRL members:

The board has investigated transitioning our organization from 501c6 to 501c3 status.  While both statuses are tax-exempt, 501c3 status would allow us to provide individual donors with a tax deduction and allow us to accept foundation grants.  It also requires us to disburse any tax deductible revenue in the form of charitable donations, such as scholarships.

We are ready to move forward with the necessary filing, but before we do so, we need to poll our membership to confirm that this is the will of the majority of our members.  Please go to the poll at (address) and indicate your vote by November 15.

Please don’t hesitate to contact me directly at rdonlan at fgcu.edu<mailto:rdonlan at fgcu.edu> if you have any questions.  Thank you for your continued support of FACRL!

Best,

<https://urldefense.proofpoint.com/v2/url?u=http-3A__broward.edu_&d=DwMFaQ&c=HPMtquzZjKY31rtkyGRFnQ&r=ErNLMQvDS5BZrIZeelL-Nylx-JsCfC_BTnGrpOVKn70&m=yAaiqZhgJRcAs1oBwinyVinkHDRupULbAUeFipwEelg&s=CpnQOy-D1fnRjvAsika4DWn5-ongNiJUp3vvGHvAXsM&e=>

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