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  • 1.  Stock gifts

    Posted 01-15-2019 01:41 PM
    As close as possible to the legal value. Please refer your friend to my white paper on this found at the download site. John John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On Jan 15, 2019, at 2:30 PM, Julia Alling <jalling@sea.edu> wrote: > > Asking for a friend… > > What is best practice regarding stock gifts – should the mean value of the shares be recorded as the gift or the actual dollar amount that comes to the organization? I believe I know the correct answer, I just need back-up. > > JBA > > Julia Babson Alling > Sea Education Association > Director of Development > Office - 508-444-1914 > Mobile – 978-257-6331 > Make a Gift Today! >


  • 2.  Stock gifts

    Posted 01-15-2019 06:31 PM
    Asking for a friend... What is best practice regarding stock gifts - should the mean value of the shares be recorded as the gift or the actual dollar amount that comes to the organization? I believe I know the correct answer, I just need back-up. JBA Julia Babson Alling Sea Education Association Director of Development Office - 508-444-1914 Mobile - 978-257-6331 Make a Gift Today!<https://cart.sea.edu/donation_form.php>


  • 3.  Re: Stock gifts

    Posted 01-15-2019 06:50 PM
    My ancient training says that it’s the mean value of the stock price on the day it was transferred. --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com<mailto:marianne@staupell.com> http://www.staupell.com From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Tuesday, January 15, 2019 2:41 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Stock gifts As close as possible to the legal value. Please refer your friend to my white paper on this found at the download site. John John Taylor 919.816.5903 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> Big ideas; small keyboard On Jan 15, 2019, at 2:30 PM, Julia Alling <jalling@sea.edu<mailto:jalling@sea.edu>> wrote: Asking for a friend… What is best practice regarding stock gifts – should the mean value of the shares be recorded as the gift or the actual dollar amount that comes to the organization? I believe I know the correct answer, I just need back-up. JBA Julia Babson Alling Sea Education Association Director of Development Office - 508-444-1914 Mobile – 978-257-6331 Make a Gift Today!<https://cart.sea.edu/donation_form.php>


  • 4.  Re: Stock gifts

    Posted 01-15-2019 07:00 PM
    My ancient training says the same thing Marianne’s does. The gain or loss is of no consequence to Advancement. Jess Jessica German Director, Advancement Information Services Trinity College 300 Summit Street Hartford, CT 06106 Phone: (860) 297-2495 E-mail: jessica.german@trincoll.edu<mailto:jessica.german@trincoll.edu> Pronouns: She, Her, Hers From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Marianne Pelletier Sent: Tuesday, January 15, 2019 2:50 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Stock gifts My ancient training says that it’s the mean value of the stock price on the day it was transferred. --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com<mailto:marianne@staupell.com> http://www.staupell.com<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.staupell.com&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca7c8080e41fe4945898308d67b22b08e%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636831786269124515&sdata=OPXeiCglFcf55m9y%2FCPvcadJsPWxfAWfBG4HcAyt35A%3D&reserved=0> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor Sent: Tuesday, January 15, 2019 2:41 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Stock gifts As close as possible to the legal value. Please refer your friend to my white paper on this found at the download site. John John Taylor 919.816.5903 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> Big ideas; small keyboard On Jan 15, 2019, at 2:30 PM, Julia Alling <jalling@sea.edu<mailto:jalling@sea.edu>> wrote: Asking for a friend… What is best practice regarding stock gifts – should the mean value of the shares be recorded as the gift or the actual dollar amount that comes to the organization? I believe I know the correct answer, I just need back-up. JBA Julia Babson Alling Sea Education Association Director of Development Office - 508-444-1914 Mobile – 978-257-6331 Make a Gift Today!<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcart.sea.edu%2Fdonation_form.php&data=02%7C01%7Cjessica.german%40TRINCOLL.EDU%7Ca7c8080e41fe4945898308d67b22b08e%7Ca6cda06a52d94672ae1ff6f9c9f14e37%7C0%7C0%7C636831786269124515&sdata=JBqhTXSxq2BW9GZ%2ByYEorhjlzvhGJ3%2FrFcLe%2B0%2Bgv4s%3D&reserved=0>


  • 5.  RE: Stock gifts

    Posted 11-06-2019 10:48 AM
    Hi, John! I might be looking at the wrong white paper, but I am hoping you can point me in the right direction for best practices in regards to when a stock gift value comes in lower than a pledge amount it was intended to pay off. If it is significantly different, should the org follow up with the donor and request the difference? Thanks!

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    Barbara Jones
    barbara.ann.p.jones@gmail.com
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    Original Message


  • 6.  RE: Stock gifts

    Posted 11-06-2019 11:12 AM
    When I was at Duke we would consider the pledge paid if 99%+ was received.  But otherwise you send a reminder for the balance!

    John Taylor
    919.816.5903

    Big ideas; small keyboard



    Original Message


  • 7.  RE: Stock gifts

    Posted 11-06-2019 12:43 PM
    Just to clarify, and as I discuss in my paper, all values are in reference to the gift value - which should closely approximate the legal value (the average between the high and low on the legal date of gift).  That is the amount used to "satisfy" the pledge.  What you seel the stock for has no impact on that value or it's relation to the pledge.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987


    On Wed, Nov 6, 2019 at 12:12 PM John Taylor <johntaylorconsulting@gmail.com> wrote:
    When I was at Duke we would consider the pledge paid if 99%+ was received.  But otherwise you send a reminder for the balance!

    John Taylor
    919.816.5903

    Big ideas; small keyboard



    Original Message


  • 8.  RE: Stock gifts

    Posted 11-07-2019 10:47 AM
    As ever, John, you are the best. Thanks! -Barbara

    ------------------------------
    Barbara Jones
    barbara.ann.p.jones@gmail.com
    ------------------------------

    Original Message