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Correct. You absolutely should NOT send a donor an 8283. They must initiate the process. And remember that the IRS changes the form periodically and so sending one out in the middle of the year could result in sending the wrong version. The donor should seek advice from their tax preparer (or software) as to whether an 8283 is needed. And if one is, they should obtain and complete their portions and then submit it to you for executing Part IV only. 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 Thu, Jan 17, 2019 at 6:14 PM Greenbaum, Josh S <JGREE2@emory.edu> wrote: > No, the donor needs to provide all the relevant information. All we do is > get the appropriate signature attesting that we received it. My tax > management folks are the ones who sign that (we send them the 8283s we > receive from donors). > > > > -Josh > > *_____________________* > > *Joshua S. Greenbaum 09B, Executive Director* > > *Advancement Information Services* > > Emory University, Advancement & Alumni Engagement > > 1762 Clifton Road, Office 1456, Atlanta, GA 30322 > > Office: (404) 712-2020, Fax: (404) 727-4876 > > josh.greenbaum@emory.edu > > > > *This email (including any attachments) and/or report is proprietary and > confidential information belonging to Emory University and should be shared > or discussed with, or disseminated to, only those Emory University > personnel, contractors, consultants, or volunteers who are authorized to > have access to the information for Emory University business. Any data in > this email (including any attachments) and/or report should be handled in > accordance with **Advancement & Alumni Engagement’s Policy on Reporting. > * > > > > > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Elissa San Juan > *Sent:* Thursday, January 17, 2019 6:06 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] IRS Form 8283 > > > > Are there any requirements for the Advancement Services office to send out > IRS Form 8283. My understanding is that the donor is responsible for > completing this form and providing any substantiating documentation to the > IRS, e.g., appraisals. Are there situations when advancement Services > would provide this form to the donor; what section(s) would we need to > complete? > > > > Elissa San Juan > > Director of Fundraising Analytics > > External Relations and Institutional Advancement > > Scripps College > > 1030 Columbia Avenue, #2009 > > Claremont, California 91711 > > esanjuan@scrippscollege.edu > > (909) 607-1543 > > > > > > ------------------------------ > > This e-mail message (including any attachments) is for the sole use of > the intended recipient(s) and may contain confidential and privileged > information. If the reader of this message is not the intended > recipient, you are hereby notified that any dissemination, distribution > or copying of this message (including any attachments) is strictly > prohibited. > > If you have received this message in error, please contact > the sender by reply e-mail message and destroy all copies of the > original message (including attachments). >

Are there any requirements for the Advancement Services office to send out IRS Form 8283. My understanding is that the donor is responsible for completing this form and providing any substantiating documentation to the IRS, e.g., appraisals. Are there situations when advancement Services would provide this form to the donor; what section(s) would we need to complete? Elissa San Juan Director of Fundraising Analytics External Relations and Institutional Advancement Scripps College 1030 Columbia Avenue, #2009 Claremont, California 91711 esanjuan@scrippscollege.edu<mailto:esanjuan@scrippscollege.edu> (909) 607-1543

No, the donor needs to provide all the relevant information. All we do is get the appropriate signature attesting that we received it. My tax management folks are the ones who sign that (we send them the 8283s we receive from donors). -Josh _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> This email (including any attachments) and/or report is proprietary and confidential information belonging to Emory University and should be shared or discussed with, or disseminated to, only those Emory University personnel, contractors, consultants, or volunteers who are authorized to have access to the information for Emory University business. Any data in this email (including any attachments) and/or report should be handled in accordance with Advancement & Alumni Engagement's Policy on Reporting. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Elissa San Juan Sent: Thursday, January 17, 2019 6:06 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] IRS Form 8283 Are there any requirements for the Advancement Services office to send out IRS Form 8283. My understanding is that the donor is responsible for completing this form and providing any substantiating documentation to the IRS, e.g., appraisals. Are there situations when advancement Services would provide this form to the donor; what section(s) would we need to complete? Elissa San Juan Director of Fundraising Analytics External Relations and Institutional Advancement Scripps College 1030 Columbia Avenue, #2009 Claremont, California 91711 esanjuan@scrippscollege.edu<mailto:esanjuan@scrippscollege.edu> (909) 607-1543 ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).

It’s worth noting that one of the things that the donee is certifying in Part IV is that it received the property that the donor described in Part I. You can’t really do that unless the donor has in fact completed Part I! My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Thursday, January 17, 2019 7:37 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] IRS Form 8283 Correct. You absolutely should NOT send a donor an 8283. They must initiate the process. And remember that the IRS changes the form periodically and so sending one out in the middle of the year could result in sending the wrong version. The donor should seek advice from their tax preparer (or software) as to whether an 8283 is needed. And if one is, they should obtain and complete their portions and then submit it to you for executing Part IV only. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Jan 17, 2019 at 6:14 PM Greenbaum, Josh S <JGREE2@emory.edu<mailto:JGREE2@emory.edu>> wrote: No, the donor needs to provide all the relevant information. All we do is get the appropriate signature attesting that we received it. My tax management folks are the ones who sign that (we send them the 8283s we receive from donors). -Josh _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> This email (including any attachments) and/or report is proprietary and confidential information belonging to Emory University and should be shared or discussed with, or disseminated to, only those Emory University personnel, contractors, consultants, or volunteers who are authorized to have access to the information for Emory University business. Any data in this email (including any attachments) and/or report should be handled in accordance with Advancement & Alumni Engagement’s Policy on Reporting. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Elissa San Juan Sent: Thursday, January 17, 2019 6:06 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] IRS Form 8283 Are there any requirements for the Advancement Services office to send out IRS Form 8283. My understanding is that the donor is responsible for completing this form and providing any substantiating documentation to the IRS, e.g., appraisals. Are there situations when advancement Services would provide this form to the donor; what section(s) would we need to complete? Elissa San Juan Director of Fundraising Analytics External Relations and Institutional Advancement Scripps College 1030 Columbia Avenue, #2009 Claremont, California 91711 esanjuan@scrippscollege.edu<mailto:esanjuan@scrippscollege.edu> (909) 607-1543 ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).

Thank you all for your expert advice. Sent from my T-Mobile 4G LTE Device
Original message -------- From: "Hejnal, Alan" <00000031f8bb5829-dmarc-request@LISTSERV.FUNDSVCS.ORG> Date: 1/18/19 4:59 AM (GMT-08:00) To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] IRS Form 8283 It’s worth noting that one of the things that the donee is certifying in Part IV is that it received the property that the donor described in Part I. You can’t really do that unless the donor has in fact completed Part I! My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Thursday, January 17, 2019 7:37 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] IRS Form 8283 Correct. You absolutely should NOT send a donor an 8283. They must initiate the process. And remember that the IRS changes the form periodically and so sending one out in the middle of the year could result in sending the wrong version. The donor should seek advice from their tax preparer (or software) as to whether an 8283 is needed. And if one is, they should obtain and complete their portions and then submit it to you for executing Part IV only. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Jan 17, 2019 at 6:14 PM Greenbaum, Josh S <JGREE2@emory.edu<mailto:JGREE2@emory.edu>> wrote: No, the donor needs to provide all the relevant information. All we do is get the appropriate signature attesting that we received it. My tax management folks are the ones who sign that (we send them the 8283s we receive from donors). -Josh _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> This email (including any attachments) and/or report is proprietary and confidential information belonging to Emory University and should be shared or discussed with, or disseminated to, only those Emory University personnel, contractors, consultants, or volunteers who are authorized to have access to the information for Emory University business. Any data in this email (including any attachments) and/or report should be handled in accordance with Advancement & Alumni Engagement’s Policy on Reporting. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Elissa San Juan Sent: Thursday, January 17, 2019 6:06 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] IRS Form 8283 Are there any requirements for the Advancement Services office to send out IRS Form 8283. My understanding is that the donor is responsible for completing this form and providing any substantiating documentation to the IRS, e.g., appraisals. Are there situations when advancement Services would provide this form to the donor; what section(s) would we need to complete? Elissa San Juan Director of Fundraising Analytics External Relations and Institutional Advancement Scripps College 1030 Columbia Avenue, #2009 Claremont, California 91711 esanjuan@scrippscollege.edu<mailto:esanjuan@scrippscollege.edu> (909) 607-1543 ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).