FundSvcs Community

 View Only
  • 1.  Gift from an annuity

    Posted 06-24-2019 12:17 PM
    The gifts are from the individual (annuitant). 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, Jun 24, 2019 at 1:10 PM Carper Stephanie < stephanie.carper@us.mcd.com> wrote: > Several years ago a donor purchased a commercial annuity and named our > organization as the beneficiary of the payment. Should we record the > payments as gifts under the owner’s record, or is the annuity considered a > separate legal entity? > > > > Thank you, > > > > Stephanie > > > > *Stephanie Carper* | Development Manager, Major and Planned Gifts > > > > Ronald McDonald House Charities, Inc. > > 110 N. Carpenter St, Chicago, IL 60607-2101 > > Cell: 312.520.8370 > > stephanie.carper@us.mcd.com | www.rmhc.org > > > > [image: cid:image001.jpg@01D24A50.04D56A20] > > >


  • 2.  Gift from an annuity

    Posted 06-24-2019 04:10 PM
    Several years ago a donor purchased a commercial annuity and named our organization as the beneficiary of the payment. Should we record the payments as gifts under the owner's record, or is the annuity considered a separate legal entity? Thank you, Stephanie Stephanie Carper | Development Manager, Major and Planned Gifts Ronald McDonald House Charities, Inc. 110 N. Carpenter St, Chicago, IL 60607-2101 Cell: 312.520.8370 stephanie.carper@us.mcd.com<mailto:stephanie.carper@us.mcd.com> | www.rmhc.org<http://www.rmhc.org> [cid:image001.jpg@01D24A50.04D56A20]