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SWAG视频 / Giving / More Than Just a Gift Fee

More Than Just a Gift Fee

Gift Fee Facts

66%

of surveyed institutions use gift fees. (CASE)

3-15%

is the average range of gift fees for institutions (Marts & Lundy)

What Are Gift fees?

Western University of Health Sciences currently allocates 8% of all gifts and pledge payments to the University鈥檚 overall operations to ensure that gifts and pledges are appropriately and efficiently allocated to sustaining and expanding our long-term goals and mission to advance health care education and research.

Gift Fee FAQs

  • What is the gift fee?

    The gift fee is an 8% contribution of all gifts to assist development activities in support of SWAG视频鈥檚 educational, research and service mission.
  • How will the gift fee help Western University of Health Sciences?

    The gift fee will improve capacity to grow private giving for SWAG视频 and to reach out to more alumni, friends and business partners for philanthropic support.
  • How will the gift fee be applied?

    Upon receipt of a non-endowed gift, the University will deduct a gift fee of 8% from the amount gifted. While the fee will have only a minor effect on individual funds, its collective impact will encourage sustained growth in private support across the University community. A fee of 8% will be assessed on all endowed gifts to the University. This fee will be based upon the market value of the endowment on December 31 and be deducted annually on June 30 of the following year. For a copy of the policy, please request one from the Development office.
  • Do other universities have a gift fee?

    Yes, many of our peer institutions apply a similar fee. CASE: 66% of institutions surveyed use gift fees.

    Here are just a few examples:

    University of California, Los Angeles – 6.5%
    Harvard University – 15%
    Cal State University, Dominguez Hills – 5%
  • Does the gift fee affect tax deductibility of contributions?

    No. The fee does not affect the tax deductibility of gifts. Donors receive full credit for the total amount.
  • What about gifts of stock?

    The gift fee applies to gifts made by transfer of stock or securities. 聽Brokerage fees associated with securities transfers are assessed to the benefitting fund.
  • Are there exemptions to the gift fee?

    While not the norm, there may be circumstances where the fee may either be excluded or adjusted.
  • If I want my entire donation to go to a fund, can I cover the fee?

    Absolutely! Please contact Ariana Carter, Senior Director of Gift Administration and Data Integrity for more information – or just add 8% more to your total gift amount.