I normally take the word of the check issuer. They must have gotten that
name from somewhere! But when in doubt I call either or both the check
issuer and individual. And I absolutely make those calls if the purpose of
the gift isn't clear.
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 Tue, Feb 19, 2019 at 12:55 PM Franklin Lee Prickett <
Franklin.Prickett@nau.edu> wrote:
> Afternoon,
>
>
>
> How do other institution process a check that arrives from Charles Schwab
> or Fidelity with no other supporting documentation, but a reference to the
> donor on the check. Do you process as a DAF, giving primary credit to
> Charles Schwab/Fidelity and soft credit to the donor noted on check? Do you
> contact Schwab or Fidelity for direction? Contact the specified donor?
>
> Thanks in Advance,
>
>
>
>
>
> Frank Prickett
> Director
>
> (928) 523-1466 office
> (928) 523-8877 fax
> (928) 699-9396 cell
>
> Please remember the NAU Foundation in your wills & trusts.
>
>
www.nau.edu/giftplanning
>
>
>
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