FundSvcs Community

Absolutely NOT. Whether and if a donor completes an 8283 is entirely their call. A simple reminder on the receipt that they *may* need to file and 8283 is as far as we should go. We are NOT their tax advisor. 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 Mon, Apr 29, 2019 at 12:14 PM Heidi L. Howard <HHoward@samhealth.org> wrote: > How do you handle 8283 forms for a donor making a large in-kind gift? Our > receipts clearly state that they need to fill out Form 8283 for large > in-kind donations and should consult a tax advisor regarding tax > deductibility. Do you go the extra mile and contact the donor to fill out > that form? > > > > *Heidi Howard, bCRE-Pro, bCRP* > > Annual Giving/Database Administrator > > Samaritan Foundations > > P: 541.768.5547 > > C: 503.580.0670 > > > > ------------------------------ > > Confidentiality Notice: This e-mail message, including any attachments, is > for the sole use of the intended recipient(s) and may contain confidential > and privileged information. Any unauthorized review, use, disclosure or > distribution is prohibited. If you are not the intended recipient, please > contact the sender by reply e-mail and destroy all copies of the original > message. >

How do you handle 8283 forms for a donor making a large in-kind gift? Our receipts clearly state that they need to fill out Form 8283 for large in-kind donations and should consult a tax advisor regarding tax deductibility. Do you go the extra mile and contact the donor to fill out that form? Heidi Howard, bCRE-Pro, bCRP Annual Giving/Database Administrator Samaritan Foundations P: 541.768.5547 C: 503.580.0670 ________________________________ Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.

Thank you, exactly as I thought. 😊 I love it when you agree with me. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Monday, April 29, 2019 9:30 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Form 8283 WARNING: This email originated from outside of SHS. DO NOT CLICK ANY LINKS OR OPEN ATTACHMENTS unless you recognize the sender and know the contents are safe. Absolutely NOT. Whether and if a donor completes an 8283 is entirely their call. A simple reminder on the receipt that they may need to file and 8283 is as far as we should go. We are NOT their tax advisor. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Mon, Apr 29, 2019 at 12:14 PM Heidi L. Howard <HHoward@samhealth.org<mailto:HHoward@samhealth.org>> wrote: How do you handle 8283 forms for a donor making a large in-kind gift? Our receipts clearly state that they need to fill out Form 8283 for large in-kind donations and should consult a tax advisor regarding tax deductibility. Do you go the extra mile and contact the donor to fill out that form? Heidi Howard, bCRE-Pro, bCRP Annual Giving/Database Administrator Samaritan Foundations P: 541.768.5547 C: 503.580.0670 ________________________________ Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. Click here<https://mailsecure.samhealth.org:9449/pem/pages/digestProcess/digestProcess.jsf?content=41ae761a454f225b340cb1b4da824a551a2d6c3be394cc8000066fe1e664416e7d3ead764c2f4eaae5b5d1d911f5b462535dba2eaaac10dd3112b5f2dec356e52cda3bb14b633c9809d12f8e2e00aa7182a1dfffbd6536da8978e6ee08093c4e3b900359a661f08399563ce129a50bc49f84a198a7ccbf0c6da597bf975a848fdf0c8076233cafd4c9ddf0bc6493fbd7> to report this email as spam