FundSvcs Community

We are about to get our first IRA QCD contribution. I looked in the archives for a sample acknowledgement letter but couldn't find one (looked like there might be one from my search results but when I clicked on it the link didn't go anywhere). Does anyone have a sample letter they'd be willing to share with me? Thanks, Karen Karen Warr, MPA, GPC Grants and Database Coordinator LifeWorks NW 503-645-3581, x2385 Pronouns: She/Her/Hers CONFIDENTIALITY NOTICE: The information contained in this communication is confidential and is only for use by the intended recipient. If the reader of this communication is not the intended recipient (or the agent or employee responsible to deliver it to the intended recipient), you are hereby notified that any dissemination, distribution or reproduction of this communication is strictly prohibited. If you have received this communication in error, please immediately notify the sender by e-mail and delete this communication from your system. Thank you

Hi Karen, This is what we use. Wendy Wendy Oliverson Assistant Director of Gift Management Advancement Services Utah State University 435-797-1327 wendy.oliverson@usu.edu<mailto:wendy.oliverson@usu.edu> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Karen Warr Sent: Monday, July 22, 2019 4:33 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Sample IRA QCD acknowledgement letter? We are about to get our first IRA QCD contribution. I looked in the archives for a sample acknowledgement letter but couldn't find one (looked like there might be one from my search results but when I clicked on it the link didn't go anywhere). Does anyone have a sample letter they'd be willing to share with me? Thanks, Karen Karen Warr, MPA, GPC Grants and Database Coordinator LifeWorks NW 503-645-3581, x2385 Pronouns: She/Her/Hers CONFIDENTIALITY NOTICE: The information contained in this communication is confidential and is only for use by the intended recipient. If the reader of this communication is not the intended recipient (or the agent or employee responsible to deliver it to the intended recipient), you are hereby notified that any dissemination, distribution or reproduction of this communication is strictly prohibited. If you have received this communication in error, please immediately notify the sender by e-mail and delete this communication from your system. Thank you

Thank you, Wendy! Karen Warr, MPA, GPC Grants and Database Coordinator LifeWorks NW 503-645-3581, x2385 Pronouns: She/Her/Hers From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Wendy Oliverson Sent: Monday, July 22, 2019 3:42 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Sample IRA QCD acknowledgement letter? Hi Karen, This is what we use. Wendy Wendy Oliverson Assistant Director of Gift Management Advancement Services Utah State University 435-797-1327 wendy.oliverson@usu.edu<mailto:wendy.oliverson@usu.edu> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Karen Warr Sent: Monday, July 22, 2019 4:33 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Sample IRA QCD acknowledgement letter? We are about to get our first IRA QCD contribution. I looked in the archives for a sample acknowledgement letter but couldn't find one (looked like there might be one from my search results but when I clicked on it the link didn't go anywhere). Does anyone have a sample letter they'd be willing to share with me? Thanks, Karen Karen Warr, MPA, GPC Grants and Database Coordinator LifeWorks NW 503-645-3581, x2385 Pronouns: She/Her/Hers CONFIDENTIALITY NOTICE: The information contained in this communication is confidential and is only for use by the intended recipient. If the reader of this communication is not the intended recipient (or the agent or employee responsible to deliver it to the intended recipient), you are hereby notified that any dissemination, distribution or reproduction of this communication is strictly prohibited. If you have received this communication in error, please immediately notify the sender by e-mail and delete this communication from your system. Thank you CONFIDENTIALITY NOTICE: The information contained in this communication is confidential and is only for use by the intended recipient. If the reader of this communication is not the intended recipient (or the agent or employee responsible to deliver it to the intended recipient), you are hereby notified that any dissemination, distribution or reproduction of this communication is strictly prohibited. If you have received this communication in error, please immediately notify the sender by e-mail and delete this communication from your system. Thank you