Solicitation and Event Registration Request Form

• This form is used to initiate the review and approval of all gift solicitations benefitting SIU or the SIU Foundation and to request online event registration forms.
• This form must be submitted a minimum of 15 business days prior to the solicitation and/or invitation drop date.
• All supplemental materials required for review (per instructions below) must be submitted a minimum of 5 business days prior to solicitation/invitation.
• Additional information concerning the request process, as well as most required forms, can be found at https://siuf.org/intranet/solicitations.php. Please direct any questions to Matt McCoy at 618.453.6096.

I hereby certify that this solicitation or event has been approved by the following department chair / director:

• NOTE: If a new Account is needed, attach a completed New Account / Account Change Form.

Note: Goods or services of “insubstantial value” as defined by the IRS do not impact tax deductibility if provided in return for a charitable contribution. For calendar year 2022, a FMV not exceeding 2% of the donor’s payment or $117.00 (whichever is less) qualifies as "insubstantial." "Low cost articles," defined as follows for 2022, also quality as insubstantial: 1) The total payment is at least $58.50; 2) the only benefits received are token items such as mugs, calendars etc., bearing the organization’s name or logo; AND 3) the total COST of these items does not exceed $11.70 for all items received during the calendar year. Please consult IRS Publication 1771 for additional information.

For your event, please complete all fields.  If information is not provided, Donor Relations will request the missing information to complete the online registration.  

• A completed Information Request Form (IRF) is required for most solicitations. The Solicitation Name above should match the Request Title on the IRF Form.
• You are encouraged to request solicitation lists from the Foundation. Our staff maintains a database of accurate and current information.
• If you plan to use another data source, prior approval from the Foundation is required.
• Foundation data will not be released unless/until the solicitation request has been approved.
  

• Solicitation Materials: Drafts of solicitation materials (letters, flyers, return forms, e‐mails, etc.) should be attached to this form (see below) or delivered to the Director of Constituent Relations, MC6836 (matthewm@foundation.siu.edu). If changes are requested during review, final versions are required before pre‐coding numbers will be provided.

• Fee Disclosure: Solicitation materials must include the following supplemental fee disclosure: “SIU Carbondale and the SIU Foundation retain a small percent of all gifts to enhance philanthropic‐related initiatives. For our charitable disclosure information, please visit www.siuf.org."

• Quid Pro Quo: If the donor will receive something in return (meals, premiums, golf, etc.), please complete and attach the appropriate form: Solicitation with Premium Form or Foundation Event Approval Form.

• Raffles: If a raffle or 50/50 drawing within the city limits of Carbondale is associated with this solicitation, please complete and attach a Carbondale Raffle License Approval Form to this form.

• Returned Mail: Please forward returned mail to Gift & Bio Processing, MC 6836 (Carbondale) or Foundation Office, MC 9666 (Springfield).

• General Assistance: For assistance with a form, solicitation letter, flyer, etc., please contact the Director of Constituent Relations (618-453‐6096) or the Springfield Foundation Office (217-545‐2955).