I want to make sure I am clear as to what you are describing. You mention
depositing money into an annuitants' account. That does ring familiar to
me. The CGA programs I am familiar with pay the donors who establish the
CGA an amount - usually quarterly - by issuing them a check. They are then
sent a 1099 at the end of the year reflecting the income they have
received. It is typically with that 1099 that a stewardship letter is
issued often discussing what has been going on in the department their CGA
will benefit.
But I digress. What money are you depositing into what accounts? Are you
talking about some other sort of program?
John
John H. Taylor
Principal, John H. Taylor Consulting
2604 Sevier St.
Durham, NC 27705
johntaylorconsulting@gmail.com
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
On Wed, Jan 9, 2019 at 12:33 PM Rush, Tracy <
trush@otterbein.edu> wrote:
> Hello listers! Happy New Year!
>
> I am wondering if you might offer some advice/best practices regarding
> stewardship of annuitants. This was previously handled outside our
> department but is now being moved to our area. It does not seem like much
> has occurred with this group—other than deposit of the annuity payment into
> their accounts.
>
>
>
> I did try to check the archives (perhaps I am not using the correct
> phraseology) but tit not find anything. I apologize if I am bringing up an
> oft discussed topic. Many thanks in advance--
>
>
>
> Tracy Rush
>
> Executive Director Annual Giving and Advancement Services
>
> Otterbein University
>
> 1 South Grove Street
>
> Westerville, OH 43081
>
> (614) 823-1290
>
>
>
> To make a gift, please visit:
www.otterbein.edu/makeagift
>
>
>
> [image: STAND-eSignature-Success (2)]
>
>
>