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Given that you have used past-tense (scholarship was created), the deductibility issue has already been resolved. If it now happens that only one person is eligible that should not change anything. That one person is just lucky this year! 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, Mar 27, 2019 at 12:46 PM Rush, Tracy <trush@otterbein.edu> wrote: > > Hi there > I am traveling so apologize of this is covered I. The archives recently. > I have a situation where a scholarship was created for members of a > specific fraternity. Usually, this would present a group of 30-40 > candidates from which the university would make a selection. > > However, this particular fraternity has recently been reinstated after > having been on probation. Their alumni chapter insists. They have only > one eligible candidate. Can we hold the award —based on the size of the > recipient pool being too small and ask them to wait until next year? What > is the appropriate irs language to cite? > > Thanks—as always—for your guidance. > -- > Tracy Rush > Executive Director, Annual Giving and Advancement Services > Otterbein University > 1 South Grove Street > Westerville, OH 43081 > (614) 823-1290 > www.otterbein.edu > >

Hi there I am traveling so apologize of this is covered I. The archives recently. I have a situation where a scholarship was created for members of a specific fraternity. Usually, this would present a group of 30-40 candidates from which the university would make a selection. However, this particular fraternity has recently been reinstated after having been on probation. Their alumni chapter insists. They have only one eligible candidate. Can we hold the award —based on the size of the recipient pool being too small and ask them to wait until next year? What is the appropriate irs language to cite? Thanks—as always—for your guidance. -- Tracy Rush Executive Director, Annual Giving and Advancement Services Otterbein University 1 South Grove Street<x-apple-data-detectors://2/0> Westerville, OH 43081<x-apple-data-detectors://2/0> (614) 823-1290<tel:(614)%20823-1290> www.otterbein.edu<http://www.otterbein.edu/>

Hi all, Another scholarship donor who wants to select the recipient. In addition to institutional procedures etc, is there documentation from IRS or any other entity that we can use to dissuade the donor? Siobhan Lidington Director of Annual and Individual Giving Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu w. (203)773-8519 www.albertus.edu/donatenow www.albertus.edu/silverhornclassic

Yes. I have shared the attached previously and should do the trick. 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, Jun 25, 2019 at 11:16 AM Lidington, Siobhan < sllidington@albertus.edu> wrote: > Hi all, > > Another scholarship donor who wants to select the recipient. In addition > to institutional procedures etc, is there documentation from IRS or any > other entity that we can use to dissuade the donor? > > > Siobhan Lidington > Director of Annual and Individual Giving > Albertus Magnus College > 700 Prospect St > New Haven, CT 06511 > sllidington@albertus.edu > w. (203)773-8519 > www.albertus.edu/donatenow > www.albertus.edu/silverhornclassic >