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Whether the checks can be endorsed over is a question you need to ask your bank (and she, hers). Many financial institutions have begun to refuse two-party endorsements. Assuming this is acceptable (rather than returning the checks and asking for ones payable to you), if you have a written statement from the individual stating what you have declared, I would record the gifts on a "Various Donors" record and not issue any receipts. 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, Apr 4, 2019 at 12:30 PM Johnson, Lisa <LJOHNSO7@valleyhealth.com> wrote: > I just had a woman (Patricia) call me and she shared the following: > > > > Her daughter-in-law (Jennifer) recently passed away and she has received a > number of checks made payable to her (Patricia) that are intended as > donations to the hospital. She asked if she could endorse them over to us > as opposed to depositing them in her own account and writing a new check to > us. I have surprisingly not encountered this scenario before and was > wondering how others have handled it. Also, I would treat Patricia as the > donor and acknowledge/receipt her, since she is the one determining > (ultimately) that the checks made payable to her are to be used as a > donation, correct? > > > > Thanks! > > > > Lisa M. Johnson > > Manager, Development Services > > The Valley Hospital Foundation > > Phone: 201-447-8427 > > Cell: 973-865-4797 > > Ljohnso7@valleyhealth.com > > >

I just had a woman (Patricia) call me and she shared the following: Her daughter-in-law (Jennifer) recently passed away and she has received a number of checks made payable to her (Patricia) that are intended as donations to the hospital. She asked if she could endorse them over to us as opposed to depositing them in her own account and writing a new check to us. I have surprisingly not encountered this scenario before and was wondering how others have handled it. Also, I would treat Patricia as the donor and acknowledge/receipt her, since she is the one determining (ultimately) that the checks made payable to her are to be used as a donation, correct? Thanks! Lisa M. Johnson Manager, Development Services The Valley Hospital Foundation Phone: 201-447-8427 Cell: 973-865-4797 Ljohnso7@valleyhealth.com<mailto:Ljohnso7@valleyhealth.com>

Tacking on to this past conversation with a similar situation with endorsing a check. Our bookstore sold a number of books, then cut a check to the author for a portion of the profits (which had been the agreed-upon arrangement). The author then endorsed our check and sent it back to us, instructing us to direct the proceeds as a donation to needs at the college. Is there any different response in this scenario, given that this would have been income to the person who has now become the donor? Are we able to honor her request (assuming our bank will honor the check?)? Gwen On Thu, Apr 4, 2019 at 11:36 AM John Taylor <johntaylorconsulting@gmail.com> wrote: > Whether the checks can be endorsed over is a question you need to ask > your bank (and she, hers). Many financial institutions have begun to > refuse two-party endorsements. > > Assuming this is acceptable (rather than returning the checks and asking > for ones payable to you), if you have a written statement from the > individual stating what you have declared, I would record the gifts on a > "Various Donors" record and not issue any receipts. > > 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, Apr 4, 2019 at 12:30 PM Johnson, Lisa <LJOHNSO7@valleyhealth.com> > wrote: > >> I just had a woman (Patricia) call me and she shared the following: >> >> >> >> Her daughter-in-law (Jennifer) recently passed away and she has received >> a number of checks made payable to her (Patricia) that are intended as >> donations to the hospital. She asked if she could endorse them over to us >> as opposed to depositing them in her own account and writing a new check to >> us. I have surprisingly not encountered this scenario before and was >> wondering how others have handled it. Also, I would treat Patricia as the >> donor and acknowledge/receipt her, since she is the one determining >> (ultimately) that the checks made payable to her are to be used as a >> donation, correct? >> >> >> >> Thanks! >> >> >> >> Lisa M. Johnson >> >> Manager, Development Services >> >> The Valley Hospital Foundation >> >> Phone: 201-447-8427 >> >> Cell: 973-865-4797 >> >> Ljohnso7@valleyhealth.com >> >> >> > -- *Gwen Donev* Director of Advancement Services Gustavus Adolphus College 800 West College Avenue Saint Peter, Minnesota 56082 Email: gwendonev@gustavus.edu Office: 507.933.6515

Absolutely - this was their money to spend as they deem appropriate! 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, Jul 23, 2019 at 4:43 PM Gwen Donev <gwendonev@gustavus.edu> wrote: > Tacking on to this past conversation with a similar situation with > endorsing a check. > > Our bookstore sold a number of books, then cut a check to the author for a > portion of the profits (which had been the agreed-upon arrangement). The > author then endorsed our check and sent it back to us, instructing us to > direct the proceeds as a donation to needs at the college. Is there any > different response in this scenario, given that this would have been income > to the person who has now become the donor? Are we able to honor her > request (assuming our bank will honor the check?)? > > Gwen > > On Thu, Apr 4, 2019 at 11:36 AM John Taylor < > johntaylorconsulting@gmail.com> wrote: > >> Whether the checks can be endorsed over is a question you need to ask >> your bank (and she, hers). Many financial institutions have begun to >> refuse two-party endorsements. >> >> Assuming this is acceptable (rather than returning the checks and asking >> for ones payable to you), if you have a written statement from the >> individual stating what you have declared, I would record the gifts on a >> "Various Donors" record and not issue any receipts. >> >> 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, Apr 4, 2019 at 12:30 PM Johnson, Lisa <LJOHNSO7@valleyhealth.com> >> wrote: >> >>> I just had a woman (Patricia) call me and she shared the following: >>> >>> >>> >>> Her daughter-in-law (Jennifer) recently passed away and she has received >>> a number of checks made payable to her (Patricia) that are intended as >>> donations to the hospital. She asked if she could endorse them over to us >>> as opposed to depositing them in her own account and writing a new check to >>> us. I have surprisingly not encountered this scenario before and was >>> wondering how others have handled it. Also, I would treat Patricia as the >>> donor and acknowledge/receipt her, since she is the one determining >>> (ultimately) that the checks made payable to her are to be used as a >>> donation, correct? >>> >>> >>> >>> Thanks! >>> >>> >>> >>> Lisa M. Johnson >>> >>> Manager, Development Services >>> >>> The Valley Hospital Foundation >>> >>> Phone: 201-447-8427 >>> >>> Cell: 973-865-4797 >>> >>> Ljohnso7@valleyhealth.com >>> >>> >>> >> > > -- > *Gwen Donev* > > Director of Advancement Services > > Gustavus Adolphus College > > 800 West College Avenue > > Saint Peter, Minnesota 56082 > > > > Email: gwendonev@gustavus.edu > > Office: 507.933.6515 >