Thanks John.
Paula
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
*Paula M. Lee '93*
Executive Director, Advancement Systems and Data Management
Institutional Advancement Division
Brandeis University
415 South Street, MS126 | Waltham, MA 02453
p: 781-736-4128 | f: 781-736-4109
e:
plee@brandeis.edu
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On Thu, Jun 20, 2019 at 2:29 PM John Taylor <
johntaylorconsulting@gmail.com>
wrote:
> I would treat it as a straight-out gift and record it on the donor's
> record with a standard gift receipt.
>
> This is essentially a donor-directed fund. Yes, the investment is an
> annuity but apparently, the donor is directing this income payment to you.
>
> 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, Jun 20, 2019 at 2:15 PM Paula Lee <
plee@brandeis.edu> wrote:
>
>> Hi,
>>
>> We received a check that looks to be from a Prudential Defined Income
>> Account (Annuity??). I don't know if it was a withdrawal, annuity payout
>> or beneficiary payout. Does it require a special/different tax receipt?
>>
>> No other information other than the check made out to:
>> Brandeis University
>> c/o donor's name
>> donor's address
>>
>>
>>
>>
>> Paula
>> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
>>
>> *Paula M. Lee '93*
>> Executive Director, Advancement Systems and Data Management
>> Institutional Advancement Division
>> Brandeis University
>> 415 South Street, MS126 | Waltham, MA 02453
>> p: 781-736-4128 | f: 781-736-4109
>> e:
plee@brandeis.edu
>>
>> Support Brandeis University and make your gift online at
>> giving.brandeis.edu.
>>
>> This email may contain information that is confidential, privileged or
>> otherwise protected from disclosure. If you are not the intended
>> recipient
>> of this email, do not duplicate or redistribute the contents by any means.
>> Please delete this email and any attachments and notify the sender that
>> you have received this email in error. Unintended recipients are
>> prohibited
>> from taking any action on the contents in this email. If you are the
>> intended
>> recipient, we request that you dispose of the provided information
>> properly.
>> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
>>
>