I think it is critical that that you determine why the non-employee will not write a check payable to the Foundation. Something about that feels wrong.
John
John Taylor
919.816.5903
johntaylorconsulting@gmail.com
Big ideas; small keyboard
> On Apr 11, 2019, at 8:37 AM, Carbone, Christine <
Christine.Carbone@unh.edu> wrote:
>
> Good morning,
>
> I’m asking a follow-up question to this string from 2014. We had a donor write a check to an employee of one of the programs at the University. I’ve explained that because the check was written out to him, when he endorses it, it becomes a gift from him and requested that he ask the donor to write a new check to the Foundation. He explained that for reasons that aren’t clear to him that the donor didn’t want to do that.
>
> Would there be any red flags associated with this and if not, would we proceed with processing and giving tax-credit to the employee that the check was written to and will endorse the check?
>
> Thank you,
> Christine
>
> Christine A Carbone
> Director of Gift & Data Management
>
> University of New Hampshire
> Advancement Services
> 15 Strafford Ave Durham NH 03824
> 603-862-4131
>
christine.carbone@unh.edu
>
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> From: Advancement Services Discussion List <
FUNDSVCS@listserv.fundsvcs.org> On Behalf Of John Taylor
> Sent: Monday, August 11, 2014 4:52 PM
> To:
FUNDSVCS@listserv.fundsvcs.org
> Subject: Re: [FUNDSVCS] Endorsed gift - how to receipt?
>
> Legally the money was hers since the check was payable to her. Therefore the receipt should go to her. Of course that's likely not what the intent was. If there is a diplomatic way you can ask her to return the check and have the first party write a check to you - or even you go directly to the first party and return/destroy the check and start over, that's the way to go.
>
> John
>
> John H. Taylor Consulting, LLC
> 1817 Woodburn Rd.
> Durham, NC 27705
> 919.816.5903
>
jhtaylorconsulting@gmail.com
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> On Mon, Aug 11, 2014 at 4:38 PM, Julia Stein <
jstein@newseum.org> wrote:
> Hello all,
>
> We recently had a beloved trustee pass away and have been accepting gifts in his memory. One of the checks was made out to the trustee’s widow - who then endorsed it over to us. Any advice on how to go about receipting the gift?
>
> Thank you,
> Julia
>
> Julia Stein | Development Associate
> NEWSEUM
> 555 Pennsylvania Ave., N.W. | Washington, DC 20001
> Tel: 202/292-6292 | Fax: 202/292-6285
>
jstein@newseum.org|newseum.org
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