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  • 1.  Donating raffle proceeds

    Posted 03-28-2019 09:02 AM
    For item #2 you aren’t required to issue a W9 as the transaction is under $600. Brian


  • 2.  Donating raffle proceeds

    Posted 03-28-2019 10:00 AM
    At our annual Gala, two winners of the raffle told us to keep their winnings. Here are the two situations: 1) The first winner of $1,500 said to donate the prize to student scholarships. We will keep the money, no W9, no tax receipt. 2) The second winner of $500 said to donate the prize back to a specific endowed scholarship. Can we apply the gift to a specific fund without the winner accepting the prize first, hence issuing a W9 and a tax receipt? Sue Mathes Manager of Donor Records University Advancement Dominican University | River Forest, IL 60305


  • 3.  Re: Donating raffle proceeds

    Posted 03-28-2019 10:56 AM
    Brian Lacy is correct regarding item #2 in that you are not required to issue a 1099-G for gambling winnings of less than $600. BTW, a W-9 is the form you file with a vendor/employer to provide your SSN or EIN. In both cases, however, the winners cannot claim a tax-deduction (cannot be issued a receipt) if they first do not take "ownership" of the winnings. That is clear in item #1. In item #2 if the winner wants a receipt you are best to issue a check and have them deposit it or, if the bank allows, endorse it back to you. As to whether the winner can stipulate a specific fund, that is entirely within their legal rights as a donor - provided the donor does not specify a student recipient. 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, Mar 28, 2019 at 11:00 AM Sue Mathes <smathes@dom.edu> wrote: > At our annual Gala, two winners of the raffle told us to keep their > winnings. Here are the two situations: > > 1) The first winner of $1,500 said to donate the prize to student > scholarships. We will keep the money, no W9, no tax receipt. > > 2) The second winner of $500 said to donate the prize back to a specific > endowed scholarship. Can we apply the gift to a specific fund without the > winner accepting the prize first, hence issuing a W9 and a tax receipt? > > Sue Mathes > Manager of Donor Records > University Advancement > Dominican University | River Forest, IL 60305 >