CC-P&P: Charitable Contributions

Contents

  1. Recognition of Donations to Regions
  2. Records of Donations
  3. Revision History

1. Recognition of Donations to Regions:

Regional Directors will provided letters to donors for all contributions over $250. Regions may elect to provide letters for smaller amount donations.

The Regional Director will recognize the donation, and the dollar amount, by sending a letter to the donor no later than January 31 for the calendar year in which the donation was made. Amounts should be based on calendar year contributions.

2. Records of Donations

The Regional Director will make 2 copies of the letter to the donor.
  • The Regional Director will, for their records, retain one copy of the donor's contribution letter for a least 3 years.
  • The Regional Director will furnish one copy of the letter to the donor to the California OM Association Treasurer for their records.
California OM Association Treasurer will retain copies of donation letters from Regions for a least 3 years.

Regions should maintain a list of all contributions based on CA OM’s fiscal year (September 1 to August 31).



3. Revision History
VersionApproved by CA OM BoardChanges
OriginalApril 2, 2000Initial release