You are correct. That is private information. I would focus on celebrating your gift. But also remember that there is an annual $100k rollover limit. The closer your gift is to that the less there is to give to others.
You can also do a wealth screening to access public charitable giving data.
John Taylor
919.816.5903
johntaylorconsulting@gmail.com
Big ideas; small keyboard
> On May 30, 2019, at 8:46 AM, Angi Parks <
aparks@theoaksacademy.org> wrote:
>
> John, thank you. My boss specifically wondered if we could determine if there were any other recipients of this donor's rollover, but I think we're out of luck, short of asking him personally. (Which we won't do!)
>
>> On Thu, May 30, 2019 at 8:39 AM John Taylor <
johntaylorconsulting@gmail.com> wrote:
>> It means no taxes were withheld.
>>
>> John Taylor
>> 919.816.5903
>>
johntaylorconsulting@gmail.com
>>
>> Big ideas; small keyboard
>>
>>> On May 30, 2019, at 8:33 AM, Angi Parks <
aparks@theoaksacademy.org> wrote:
>>>
>>> Good morning, colleagues! We've received a disbursement from a donor's IRA, and since our Director of Advancement will be speaking with him this afternoon I thought I'd quickly reach out for an answer to a specific question: what does "Gross Distribution" (the memo line on the check) indicate? Does this mean that we were the sole recipients of this rollover?
>>>
>>> Thanks in advance for your thoughts. Marianne, I'm looking forward to hearing you speak next week at the Indiana APRA conference!
>>>
>>> Best,
>>> Angi
>>>
>>> --
>>>
>>> Angi Parks
>>> Advancement Services Manager
>>> Support The Oaks Academy
>>>
>
>
> --
>
> Angi Parks
> Advancement Services Manager
> Support The Oaks Academy
>