I think it is a cultural thing - meaning the answer varies from
organization to organization. I find it particularly relevant at
institutions that are not coed.
My standing recommendation is to include both names when the spouse/partner
is known, listing the legal donor first. The soft-credit indicator drives
this. Thus, if for some reason, the legal donor specifically instructed
you to NOT issue soft-credit to their significant other, then only the
donor is listed.
We followed these guidelines when developing the naming protocol at NC
State I placed at the download site several years ago.
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, May 28, 2019 at 6:06 PM Beverly Lyles <
blyles@snu.edu> wrote:
> Need some guidance as to whether receipt letters should be addressed as
> Mr. and Mrs. John Doe or should it be addressed to just the person that is
> getting the tax credit, i.e. Ms. Jane Doe.
>
> *Bev*
> Beverly Lyles, MA
> Southern Nazarene University
> 6729 N.W. 39th Expressway
> Bethany, OK 73008
> 405-613-4125
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