FundSvcs Community

Heidi, someone must know who the donor is! If the donor approached you, then you would know! But once in a while, I will get a call from a lawyer representing the donor. If I can verify the authenticity of *that* individual and the firm they represent, and verify the nature of the gift to ensure it's for a viable purpose at the organization, I am apt to accept the gift. But it is curious you have gotten two of these in two months. I received two in 15 years at Duke and one in five years at NC State. If the two you have gotten are for the same purpose, I'd probably want to do further research. 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, May 23, 2019 at 11:31 AM Heidi L. Howard <HHoward@samhealth.org> wrote: > Do any of you have a policy that prevents you from accepting true > anonymous donations where you don’t even know who the donor is? I like to > promote that we’ll always keep a donor’s anonymity as requested but in the > last couple months we’ve had two completely anonymous donations over $25K > and I’m wondering if we need to be proactively thinking about how to handle > these in case there are more to come. > > > > *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. >

Both feel fine. 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, May 23, 2019 at 11:56 AM Heidi L. Howard <HHoward@samhealth.org> wrote: > The first one came to us through Impact Assets so it’s totally legit but > we don’t usually get ‘completely anonymous’ gifts like that. And that went > to project #1. > > > > The latest one is coming to us from Edward Jones so the financial advisor > obviously knows who is giving us the money but he won’t tell us who it is > and he wants a receipt addressed to ‘Anonymous’ for their taxes. And this > one is a completely unrestricted gift, not even for a current project. > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *John Taylor > *Sent:* Thursday, May 23, 2019 11:44 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Anonymous donations > > > > > > > > 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. > > > > > > Heidi, someone must know who the donor is! If the donor approached you, > then you would know! > > > > But once in a while, I will get a call from a lawyer representing the > donor. If I can verify the authenticity of *that* individual and the > firm they represent, and verify the nature of the gift to ensure it's for a > viable purpose at the organization, I am apt to accept the gift. > > > > But it is curious you have gotten two of these in two months. I received > two in 15 years at Duke and one in five years at NC State. If the two you > have gotten are for the same purpose, I'd probably want to do further > research. > > > > 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, May 23, 2019 at 11:31 AM Heidi L. Howard <HHoward@samhealth.org> > wrote: > > Do any of you have a policy that prevents you from accepting true > anonymous donations where you don’t even know who the donor is? I like to > promote that we’ll always keep a donor’s anonymity as requested but in the > last couple months we’ve had two completely anonymous donations over $25K > and I’m wondering if we need to be proactively thinking about how to handle > these in case there are more to come. > > > > *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=41ae761a454f225b88d373ef79c1fdb422068f5117ec6f5b012785cc2def2fb97d3ead764c2f4eaae5b5d1d911f5b462535dba2eaaac10dd3112b5f2dec356e52cda3bb14b633c9809d12f8e2e00aa7182a1dfffbd6536da8978e6ee08093c4e3b900359a661f08399563ce129a50bc49f84a198a7ccbf0c6da597bf975a848fdf0c8076233cafd4c9ddf0bc6493fbd7> to report this email as spam > > > > >

Do any of you have a policy that prevents you from accepting true anonymous donations where you don't even know who the donor is? I like to promote that we'll always keep a donor's anonymity as requested but in the last couple months we've had two completely anonymous donations over $25K and I'm wondering if we need to be proactively thinking about how to handle these in case there are more to come. 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.

The first one came to us through Impact Assets so it’s totally legit but we don’t usually get ‘completely anonymous’ gifts like that. And that went to project #1. The latest one is coming to us from Edward Jones so the financial advisor obviously knows who is giving us the money but he won’t tell us who it is and he wants a receipt addressed to ‘Anonymous’ for their taxes. And this one is a completely unrestricted gift, not even for a current project. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Thursday, May 23, 2019 11:44 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Anonymous donations 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. Heidi, someone must know who the donor is! If the donor approached you, then you would know! But once in a while, I will get a call from a lawyer representing the donor. If I can verify the authenticity of that individual and the firm they represent, and verify the nature of the gift to ensure it's for a viable purpose at the organization, I am apt to accept the gift. But it is curious you have gotten two of these in two months. I received two in 15 years at Duke and one in five years at NC State. If the two you have gotten are for the same purpose, I'd probably want to do further research. 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 Thu, May 23, 2019 at 11:31 AM Heidi L. Howard <HHoward@samhealth.org<mailto:HHoward@samhealth.org>> wrote: Do any of you have a policy that prevents you from accepting true anonymous donations where you don’t even know who the donor is? I like to promote that we’ll always keep a donor’s anonymity as requested but in the last couple months we’ve had two completely anonymous donations over $25K and I’m wondering if we need to be proactively thinking about how to handle these in case there are more to come. 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=41ae761a454f225b88d373ef79c1fdb422068f5117ec6f5b012785cc2def2fb97d3ead764c2f4eaae5b5d1d911f5b462535dba2eaaac10dd3112b5f2dec356e52cda3bb14b633c9809d12f8e2e00aa7182a1dfffbd6536da8978e6ee08093c4e3b900359a661f08399563ce129a50bc49f84a198a7ccbf0c6da597bf975a848fdf0c8076233cafd4c9ddf0bc6493fbd7> to report this email as spam

That is exactly how I would have handled it. John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On May 24, 2019, at 6:08 PM, Heidi L. Howard <HHoward@samhealth.org> wrote: > > One last question on this and then hopefully my accountant will be satisfied. > > When Edward Jones Investing called us to say they were sending the $25K check from the anonymous donor they wanted a receipt of sorts to give their customer. It sounded to me that the donor just wanted confirmation that the gift made it to us and not so much for tax purposes. So I processed the gift to an anonymous donors record and created the receipt as normal and then sent it to the financial advisor at Edward Jones. Would you have done anything differently? > > I feel like my accountant is thinking (and she hasn’t come out and said this just yet but I’m expecting it) we should’ve processed the gift from Edward Jones and sent the receipt to them but that doesn’t seem accurate to me because the gift isn’t from them. At this point if the advisor needs anything else from us they have my number and can contact me directly. > > Thanks for any further guidance you can provide. > > Heidi Howard, bCRE-Pro, bCRP > Annual Giving/Database Administrator > Samaritan Foundations > P: 541.768.5547 > C: 503.580.0670 > > > > From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor > Sent: Thursday, May 23, 2019 11:44 AM > To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG > Subject: Re: [FUNDSVCS] Anonymous donations > > > > 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. > > > Heidi, someone must know who the donor is! If the donor approached you, then you would know! > > But once in a while, I will get a call from a lawyer representing the donor. If I can verify the authenticity of that individual and the firm they represent, and verify the nature of the gift to ensure it's for a viable purpose at the organization, I am apt to accept the gift. > > But it is curious you have gotten two of these in two months. I received two in 15 years at Duke and one in five years at NC State. If the two you have gotten are for the same purpose, I'd probably want to do further research. > > 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, May 23, 2019 at 11:31 AM Heidi L. Howard <HHoward@samhealth.org> wrote: > Do any of you have a policy that prevents you from accepting true anonymous donations where you don’t even know who the donor is? I like to promote that we’ll always keep a donor’s anonymity as requested but in the last couple months we’ve had two completely anonymous donations over $25K and I’m wondering if we need to be proactively thinking about how to handle these in case there are more to come. > > 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 to report this email as spam > >

One last question on this and then hopefully my accountant will be satisfied. When Edward Jones Investing called us to say they were sending the $25K check from the anonymous donor they wanted a receipt of sorts to give their customer. It sounded to me that the donor just wanted confirmation that the gift made it to us and not so much for tax purposes. So I processed the gift to an anonymous donors record and created the receipt as normal and then sent it to the financial advisor at Edward Jones. Would you have done anything differently? I feel like my accountant is thinking (and she hasn’t come out and said this just yet but I’m expecting it) we should’ve processed the gift from Edward Jones and sent the receipt to them but that doesn’t seem accurate to me because the gift isn’t from them. At this point if the advisor needs anything else from us they have my number and can contact me directly. Thanks for any further guidance you can provide. Heidi Howard, bCRE-Pro, bCRP Annual Giving/Database Administrator Samaritan Foundations P: 541.768.5547 C: 503.580.0670 From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Thursday, May 23, 2019 11:44 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Anonymous donations 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. Heidi, someone must know who the donor is! If the donor approached you, then you would know! But once in a while, I will get a call from a lawyer representing the donor. If I can verify the authenticity of that individual and the firm they represent, and verify the nature of the gift to ensure it's for a viable purpose at the organization, I am apt to accept the gift. But it is curious you have gotten two of these in two months. I received two in 15 years at Duke and one in five years at NC State. If the two you have gotten are for the same purpose, I'd probably want to do further research. 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 Thu, May 23, 2019 at 11:31 AM Heidi L. Howard <HHoward@samhealth.org<mailto:HHoward@samhealth.org>> wrote: Do any of you have a policy that prevents you from accepting true anonymous donations where you don’t even know who the donor is? I like to promote that we’ll always keep a donor’s anonymity as requested but in the last couple months we’ve had two completely anonymous donations over $25K and I’m wondering if we need to be proactively thinking about how to handle these in case there are more to come. 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=41ae761a454f225b88d373ef79c1fdb422068f5117ec6f5b012785cc2def2fb97d3ead764c2f4eaae5b5d1d911f5b462535dba2eaaac10dd3112b5f2dec356e52cda3bb14b633c9809d12f8e2e00aa7182a1dfffbd6536da8978e6ee08093c4e3b900359a661f08399563ce129a50bc49f84a198a7ccbf0c6da597bf975a848fdf0c8076233cafd4c9ddf0bc6493fbd7> to report this email as spam