I use a standard GIK receipt as securities are gifts of property per the
IRS and, therefore, only a description should be provided.
Once or twice I've had a donor request more information and so I have
issued the following "disclaimer":
Thank you for your gift of X shares of Y stock, which we have valued for
our internal purposes only at $Z as of MM/DD/YY. For tax purposes, you
will want to seek guidance from a tax professional in determining your
deductible amount.
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 Fri, Jan 18, 2019 at 12:52 PM Julia Alling <
jalling@sea.edu> wrote:
> Please share your template for gift of stock acknowledgements.
>
>
>
> 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>
>
>
>