FundSvcs Community

I've seen this pop up a few places. There are a couple of charities that are using the service, eg https://www.radiancesf.org/give and https://www.calcpa.org/ May be worth reaching out to them about the service. You can also look into the CEO https://www.linkedin.com/in/alex-chung-gsd/ Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com Schedule a *30-minute consultation *now: https://calendly.com/sage70/30min On Thu, Aug 15, 2019 at 1:34 PM Elisabeth Rogers <elrogers@oru.edu> wrote: > Interesting because we did as well – someone with no connection, that we > can find to our institution reached out to us inquiring if we would > consider using this service because he wanted to give a gift of stock. > > > > Lots of links in his emails inviting me to click further. I agree the > website looks quite basic and I was a bit skeptical then and even more now > that this is something happening to others. > > I forwarded it to our administrative process office to see if they are > interested. I would also be interested to know if anyone else has had this > sort of thing happen or has worked with this company prior. > > > > Elisabeth Rogers > > Development Manager > > Oral Roberts University > > Tulsa, OK > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Kristen Meierhoff > *Sent:* Thursday, August 15, 2019 12:04 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] Cocatalyst.org? Gift of Stock? > > > > Has anyone ever heard of Cocatalyst.org > <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fCocatalyst.org&c=E,1,DZHg1gIIlEdP-rYUTdXEM1svhN4s6a3yk7joH0sjrwbnRo7x3nGSegRJHDeN7LEiwhz1mIaPrU0MN-uPJl062n4iZgTBCUlvV2dABkR3kZyb6qaZzw,,&typo=1> > for processing stock gifts? We have an individual reaching out to our team > about making a gift of stock through this company. We have no relationship > to this individual, and the website of this company looks basic, with no > contact information (just a chat box), and it’s run out of an internet > café. At a previous institution, we had a similar situation, but the DO > was able to get enough personally identifiable information for us to > research to determine that it was not legitimate (he had been arrested for > scams numerous times previously). > > > > Has anyone ever heard of this company? Worked with them? If you have, that > might lend credibility that right now I’m extremely cautious of. Thanks! – > Kristen > > > > Kristen Meierhoff-Medina > Executive Director of Advancement Services & Research > University of the Pacific > Advancement Services | 3601 Pacific Avenue | Stockton, CA 95211 > 209.946.3188 | kmeierhoff@pacific.edu > > [image: Campaign Signature Line Horizontal] > > > > *CONFIDENTIAL: This document/message has been prepared for University of > the Pacific officials and is strictly confidential. It should not be > duplicated or distributed to external parties. Users are responsible for > maintaining the confidentiality of this information and for the secure > storage and destruction of the data.* > > >

So, this is probably a marketing campaign. They are building awareness by making small gifts. A simple reply would be, “You may use that service if you wish. The University does not vouch for or endorse their service.” Something along those lines. Then, sit back and wait for your check from cocatalyst. I bet that, instead, you get another email asking you to install their Jumpstart Button.—Bill From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Pryor, Corie Sent: Thursday, August 15, 2019 2:29 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Cocatalyst.org? Gift of Stock? [EXTERNAL EMAIL] WARNING: This email originated from outside of SCAD. Do not click links or open attachments unless you recognize the sender and know the content is safe. We were contacted by email from someone who was wanting us to do the same thing. His first name was John. I’m wondering if it is the same person. Below is the email we received. Is this the same message you received? “I wanted to make a gift of stock from my appreciated gains in my investment portfolio to the scholarship fund for students. I generally use Cocatalyst.org for my donations. Do you support that? I saw there was likely the standard DTC approach, but that takes a lot of work and I haven't worked (or heard) of the current broker before.” Corie Pryor Coordinator of Advancement Services Advancement Office Truman State University Kirksville MO 63501 <mailto:cpryor@truman.edu> cpryor@truman.edu 660-785-4125 This message (including any attachments) may contain confidential, proprietary and privileged information, and unauthorized disclosure or use is prohibited. If you received this message in error, please notify the sender and delete this message from your system. From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Isaac Shalev Sent: Thursday, August 15, 2019 12:45 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG <mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Cocatalyst.org? Gift of Stock? I've seen this pop up a few places. There are a couple of charities that are using the service, eg https://www.radiancesf.org/give and https://www.calcpa.org/ May be worth reaching out to them about the service. You can also look into the CEO https://www.linkedin.com/in/alex-chung-gsd/ Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com <mailto:isaac@sage70.com> Schedule a 30-minute consultation now: https://calendly.com/sage70/30min On Thu, Aug 15, 2019 at 1:34 PM Elisabeth Rogers <elrogers@oru.edu <mailto:elrogers@oru.edu> > wrote: Interesting because we did as well – someone with no connection, that we can find to our institution reached out to us inquiring if we would consider using this service because he wanted to give a gift of stock. Lots of links in his emails inviting me to click further. I agree the website looks quite basic and I was a bit skeptical then and even more now that this is something happening to others. I forwarded it to our administrative process office to see if they are interested. I would also be interested to know if anyone else has had this sort of thing happen or has worked with this company prior. Elisabeth Rogers Development Manager Oral Roberts University Tulsa, OK From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG <mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> > On Behalf Of Kristen Meierhoff Sent: Thursday, August 15, 2019 12:04 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG <mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Cocatalyst.org? Gift of Stock? Has anyone ever heard of Cocatalyst.org <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fCocatalyst.org&c=E,1,DZHg1gIIlEdP-rYUTdXEM1svhN4s6a3yk7joH0sjrwbnRo7x3nGSegRJHDeN7LEiwhz1mIaPrU0MN-uPJl062n4iZgTBCUlvV2dABkR3kZyb6qaZzw,,&typo=1> for processing stock gifts? We have an individual reaching out to our team about making a gift of stock through this company. We have no relationship to this individual, and the website of this company looks basic, with no contact information (just a chat box), and it’s run out of an internet café. At a previous institution, we had a similar situation, but the DO was able to get enough personally identifiable information for us to research to determine that it was not legitimate (he had been arrested for scams numerous times previously). Has anyone ever heard of this company? Worked with them? If you have, that might lend credibility that right now I’m extremely cautious of. Thanks! – Kristen Kristen Meierhoff-Medina Executive Director of Advancement Services & Research University of the Pacific Advancement Services | 3601 Pacific Avenue | Stockton, CA 95211 209.946.3188 | kmeierhoff@pacific.edu <mailto:kmeierhoff@pacific.edu> CONFIDENTIAL: This document/message has been prepared for University of the Pacific officials and is strictly confidential. It should not be duplicated or distributed to external parties. Users are responsible for maintaining the confidentiality of this information and for the secure storage and destruction of the data.

Bingo. Also worth noting that by accepting contributions from Cocatalyst you accept their terms of service. This is relevant because their privacy policy is swiss-cheesy, and not GDPR-compliant for those who are concerned about such things. One useful tidbit for sleuthing further: Cocatalyst is a fiscal sponsored project of Social Good Fund, Incorporated ("SGF"), a 501(c)3 registered organization with the Internal Revenue Service. Tax receipts for donations processed by Cocatalyst will be issued by SGF, Tax Identification Number 46-1323531. Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com Schedule a *30-minute consultation *now: https://calendly.com/sage70/30min On Thu, Aug 15, 2019 at 2:34 PM Bill Wong <wswong@scad.edu> wrote: > So, this is probably a marketing campaign. They are building awareness by > making small gifts. A simple reply would be, “You may use that service if > you wish. The University does not vouch for or endorse their service.” > Something along those lines. Then, sit back and wait for your check from > cocatalyst. I bet that, instead, you get another email asking you to > install their Jumpstart Button.—Bill > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Pryor, Corie > *Sent:* Thursday, August 15, 2019 2:29 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Cocatalyst.org? Gift of Stock? > > > [EXTERNAL EMAIL] > WARNING: This email originated from outside of SCAD. Do not click links or > open attachments unless you recognize the sender and know the content is > safe. > > > > We were contacted by email from someone who was wanting us to do the same > thing. His first name was John. I’m wondering if it is the same person. > > > > Below is the email we received. Is this the same message you received? > > > > *“I wanted to make a gift of stock from my appreciated gains in my > investment portfolio to the scholarship fund for students. I generally use > Cocatalyst.org for my donations. Do you support that? I saw there was > likely the standard DTC approach, but that takes a lot of work and I > haven't worked (or heard) of the current broker before.”* > > > > > > *Corie Pryor* > > Coordinator of Advancement Services > > Advancement Office > > Truman State University > > Kirksville MO 63501 > > cpryor@truman.edu > > 660-785-4125 > > > > > > *This message (including any attachments) may contain confidential, > proprietary and privileged information, and unauthorized disclosure or use > is prohibited. If you received this message in error, please notify the > sender and delete this message from your system.* > > > > *From:* Advancement Services Discussion List [ > mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG <FUNDSVCS@LISTSERV.FUNDSVCS.ORG>] *On > Behalf Of *Isaac Shalev > *Sent:* Thursday, August 15, 2019 12:45 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Cocatalyst.org? Gift of Stock? > > > > I've seen this pop up a few places. There are a couple of charities that > are using the service, eg https://www.radiancesf.org/give and > https://www.calcpa.org/ > > > > May be worth reaching out to them about the service. You can also look > into the CEO https://www.linkedin.com/in/alex-chung-gsd/ > > > > Thank you, > Isaac Shalev > CRM Expert > Sage70, Inc. > (917) 859-0151 > isaac@sage70.com > > > > Schedule a *30-minute consultation *now: > > https://calendly.com/sage70/30min > > > > > > On Thu, Aug 15, 2019 at 1:34 PM Elisabeth Rogers <elrogers@oru.edu> wrote: > > Interesting because we did as well – someone with no connection, that we > can find to our institution reached out to us inquiring if we would > consider using this service because he wanted to give a gift of stock. > > > > Lots of links in his emails inviting me to click further. I agree the > website looks quite basic and I was a bit skeptical then and even more now > that this is something happening to others. > > I forwarded it to our administrative process office to see if they are > interested. I would also be interested to know if anyone else has had this > sort of thing happen or has worked with this company prior. > > > > Elisabeth Rogers > > Development Manager > > Oral Roberts University > > Tulsa, OK > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Kristen Meierhoff > *Sent:* Thursday, August 15, 2019 12:04 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] Cocatalyst.org? Gift of Stock? > > > > Has anyone ever heard of Cocatalyst.org > <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fCocatalyst.org&c=E,1,DZHg1gIIlEdP-rYUTdXEM1svhN4s6a3yk7joH0sjrwbnRo7x3nGSegRJHDeN7LEiwhz1mIaPrU0MN-uPJl062n4iZgTBCUlvV2dABkR3kZyb6qaZzw,,&typo=1> > for processing stock gifts? We have an individual reaching out to our team > about making a gift of stock through this company. We have no relationship > to this individual, and the website of this company looks basic, with no > contact information (just a chat box), and it’s run out of an internet > café. At a previous institution, we had a similar situation, but the DO > was able to get enough personally identifiable information for us to > research to determine that it was not legitimate (he had been arrested for > scams numerous times previously). > > > > Has anyone ever heard of this company? Worked with them? If you have, that > might lend credibility that right now I’m extremely cautious of. Thanks! – > Kristen > > > > Kristen Meierhoff-Medina > Executive Director of Advancement Services & Research > University of the Pacific > Advancement Services | 3601 Pacific Avenue | Stockton, CA 95211 > 209.946.3188 | kmeierhoff@pacific.edu > > [image: Campaign Signature Line Horizontal] > > > > *CONFIDENTIAL: This document/message has been prepared for University of > the Pacific officials and is strictly confidential. It should not be > duplicated or distributed to external parties. Users are responsible for > maintaining the confidentiality of this information and for the secure > storage and destruction of the data.* > > > >

Has anyone ever heard of Cocatalyst.org for processing stock gifts? We have an individual reaching out to our team about making a gift of stock through this company. We have no relationship to this individual, and the website of this company looks basic, with no contact information (just a chat box), and it's run out of an internet café. At a previous institution, we had a similar situation, but the DO was able to get enough personally identifiable information for us to research to determine that it was not legitimate (he had been arrested for scams numerous times previously). Has anyone ever heard of this company? Worked with them? If you have, that might lend credibility that right now I'm extremely cautious of. Thanks! - Kristen Kristen Meierhoff-Medina Executive Director of Advancement Services & Research University of the Pacific Advancement Services | 3601 Pacific Avenue | Stockton, CA 95211 209.946.3188 | kmeierhoff@pacific.edu<mailto:kmeierhoff@pacific.edu> [Campaign Signature Line Horizontal] CONFIDENTIAL: This document/message has been prepared for University of the Pacific officials and is strictly confidential. It should not be duplicated or distributed to external parties. Users are responsible for maintaining the confidentiality of this information and for the secure storage and destruction of the data.

Interesting because we did as well - someone with no connection, that we can find to our institution reached out to us inquiring if we would consider using this service because he wanted to give a gift of stock. Lots of links in his emails inviting me to click further. I agree the website looks quite basic and I was a bit skeptical then and even more now that this is something happening to others. I forwarded it to our administrative process office to see if they are interested. I would also be interested to know if anyone else has had this sort of thing happen or has worked with this company prior. Elisabeth Rogers Development Manager Oral Roberts University Tulsa, OK From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Kristen Meierhoff Sent: Thursday, August 15, 2019 12:04 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Cocatalyst.org? Gift of Stock? Has anyone ever heard of Cocatalyst.org<https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fCocatalyst.org&c=E,1,DZHg1gIIlEdP-rYUTdXEM1svhN4s6a3yk7joH0sjrwbnRo7x3nGSegRJHDeN7LEiwhz1mIaPrU0MN-uPJl062n4iZgTBCUlvV2dABkR3kZyb6qaZzw,,&typo=1> for processing stock gifts? We have an individual reaching out to our team about making a gift of stock through this company. We have no relationship to this individual, and the website of this company looks basic, with no contact information (just a chat box), and it's run out of an internet café. At a previous institution, we had a similar situation, but the DO was able to get enough personally identifiable information for us to research to determine that it was not legitimate (he had been arrested for scams numerous times previously). Has anyone ever heard of this company? Worked with them? If you have, that might lend credibility that right now I'm extremely cautious of. Thanks! - Kristen Kristen Meierhoff-Medina Executive Director of Advancement Services & Research University of the Pacific Advancement Services | 3601 Pacific Avenue | Stockton, CA 95211 209.946.3188 | kmeierhoff@pacific.edu<mailto:kmeierhoff@pacific.edu> [Campaign Signature Line Horizontal] CONFIDENTIAL: This document/message has been prepared for University of the Pacific officials and is strictly confidential. It should not be duplicated or distributed to external parties. Users are responsible for maintaining the confidentiality of this information and for the secure storage and destruction of the data.

We were contacted by email from someone who was wanting us to do the same thing. His first name was John. I’m wondering if it is the same person. Below is the email we received. Is this the same message you received? “I wanted to make a gift of stock from my appreciated gains in my investment portfolio to the scholarship fund for students. I generally use Cocatalyst.org for my donations. Do you support that? I saw there was likely the standard DTC approach, but that takes a lot of work and I haven't worked (or heard) of the current broker before.” Corie Pryor Coordinator of Advancement Services Advancement Office Truman State University Kirksville MO 63501 cpryor@truman.edu<mailto:cpryor@truman.edu> 660-785-4125 This message (including any attachments) may contain confidential, proprietary and privileged information, and unauthorized disclosure or use is prohibited. If you received this message in error, please notify the sender and delete this message from your system. From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Isaac Shalev Sent: Thursday, August 15, 2019 12:45 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Cocatalyst.org? Gift of Stock? I've seen this pop up a few places. There are a couple of charities that are using the service, eg https://www.radiancesf.org/give and https://www.calcpa.org/ May be worth reaching out to them about the service. You can also look into the CEO https://www.linkedin.com/in/alex-chung-gsd/ Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com<mailto:isaac@sage70.com> Schedule a 30-minute consultation now: https://calendly.com/sage70/30min On Thu, Aug 15, 2019 at 1:34 PM Elisabeth Rogers <elrogers@oru.edu<mailto:elrogers@oru.edu>> wrote: Interesting because we did as well – someone with no connection, that we can find to our institution reached out to us inquiring if we would consider using this service because he wanted to give a gift of stock. Lots of links in his emails inviting me to click further. I agree the website looks quite basic and I was a bit skeptical then and even more now that this is something happening to others. I forwarded it to our administrative process office to see if they are interested. I would also be interested to know if anyone else has had this sort of thing happen or has worked with this company prior. Elisabeth Rogers Development Manager Oral Roberts University Tulsa, OK From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Kristen Meierhoff Sent: Thursday, August 15, 2019 12:04 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Cocatalyst.org? Gift of Stock? Has anyone ever heard of Cocatalyst.org<https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fCocatalyst.org&c=E,1,DZHg1gIIlEdP-rYUTdXEM1svhN4s6a3yk7joH0sjrwbnRo7x3nGSegRJHDeN7LEiwhz1mIaPrU0MN-uPJl062n4iZgTBCUlvV2dABkR3kZyb6qaZzw,,&typo=1> for processing stock gifts? We have an individual reaching out to our team about making a gift of stock through this company. We have no relationship to this individual, and the website of this company looks basic, with no contact information (just a chat box), and it’s run out of an internet café. At a previous institution, we had a similar situation, but the DO was able to get enough personally identifiable information for us to research to determine that it was not legitimate (he had been arrested for scams numerous times previously). Has anyone ever heard of this company? Worked with them? If you have, that might lend credibility that right now I’m extremely cautious of. Thanks! – Kristen Kristen Meierhoff-Medina Executive Director of Advancement Services & Research University of the Pacific Advancement Services | 3601 Pacific Avenue | Stockton, CA 95211 209.946.3188 | kmeierhoff@pacific.edu<mailto:kmeierhoff@pacific.edu> [Campaign Signature Line Horizontal] CONFIDENTIAL: This document/message has been prepared for University of the Pacific officials and is strictly confidential. It should not be duplicated or distributed to external parties. Users are responsible for maintaining the confidentiality of this information and for the secure storage and destruction of the data.

Penn State also received a similar email this week from someone named “Clayton” from a Gmail account: “I wanted to make a gift of stock from my appreciated gains in my investment portfolio to the scholarship fund for students. I generally use Cocatalyst.org<https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2FCocatalyst.org&data=02%7C01%7Cdmm587%40psu.edu%7C82ba72a519da49c3bc1908d720d75ab0%7C7cf48d453ddb4389a9c1c115526eb52e%7C0%7C0%7C637013981625243249&sdata=IHnttdKAASY5O%2FwO6vRHkZE4kt7NDrGowm1c6i5EedM%3D&reserved=0> for my donations. Do you support that? I saw there was the traditional DTC method, but that takes a lot of paperwork.” [Gift Planning wordmark] David M. McGoron, Esq. Associate Director, Office of Gift Planning 212 The 103 Building | University Park, PA 16802-7001 P: (814) 867-0576 | F: (814) 865-0893 | E: dmm587@psu.edu<mailto:dmm587@psu.edu> http://pennstate.planmygift.org/<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fpennstate.planmygift.org%2F&data=02%7C01%7Cdmm587%40psu.edu%7C5d7c153589084b29317708d69db39b17%7C7cf48d453ddb4389a9c1c115526eb52e%7C0%7C0%7C636869792056662672&sdata=JLTeDM9o8eH8diZHHqpYQ34Vf7Td6BnhFAeb5%2Bk2MiQ%3D&reserved=0> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Pryor, Corie Sent: Thursday, August 15, 2019 2:29 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Cocatalyst.org? Gift of Stock? We were contacted by email from someone who was wanting us to do the same thing. His first name was John. I’m wondering if it is the same person. Below is the email we received. Is this the same message you received? “I wanted to make a gift of stock from my appreciated gains in my investment portfolio to the scholarship fund for students. I generally use Cocatalyst.org for my donations. Do you support that? I saw there was likely the standard DTC approach, but that takes a lot of work and I haven't worked (or heard) of the current broker before.” Corie Pryor Coordinator of Advancement Services Advancement Office Truman State University Kirksville MO 63501 cpryor@truman.edu<mailto:cpryor@truman.edu> 660-785-4125 This message (including any attachments) may contain confidential, proprietary and privileged information, and unauthorized disclosure or use is prohibited. If you received this message in error, please notify the sender and delete this message from your system. From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Isaac Shalev Sent: Thursday, August 15, 2019 12:45 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Cocatalyst.org? Gift of Stock? I've seen this pop up a few places. There are a couple of charities that are using the service, eg https://www.radiancesf.org/give<https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.radiancesf.org%2Fgive&data=02%7C01%7Cdmm587%40psu.edu%7Cd608a244203245f6fd4608d721ae7aff%7C7cf48d453ddb4389a9c1c115526eb52e%7C0%7C0%7C637014905578483135&sdata=14H7eqnAn%2Fsc6ym0EnPNIdP2yK5V2sGcl5TkiR7d6d0%3D&reserved=0> and https://www.calcpa.org/<https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.calcpa.org%2F&data=02%7C01%7Cdmm587%40psu.edu%7Cd608a244203245f6fd4608d721ae7aff%7C7cf48d453ddb4389a9c1c115526eb52e%7C0%7C0%7C637014905578493129&sdata=TgqJDlBghWGSZsENRu2NIAIFYbsaPmLOOcCwat1X3i4%3D&reserved=0> May be worth reaching out to them about the service. You can also look into the CEO https://www.linkedin.com/in/alex-chung-gsd/<https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fin%2Falex-chung-gsd%2F&data=02%7C01%7Cdmm587%40psu.edu%7Cd608a244203245f6fd4608d721ae7aff%7C7cf48d453ddb4389a9c1c115526eb52e%7C0%7C0%7C637014905578493129&sdata=4aberor4ibxloffhsQVimLCtV94ZZNCK61doo5QNJUs%3D&reserved=0> Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com<mailto:isaac@sage70.com> Schedule a 30-minute consultation now: https://calendly.com/sage70/30min<https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcalendly.com%2Fsage70%2F30min&data=02%7C01%7Cdmm587%40psu.edu%7Cd608a244203245f6fd4608d721ae7aff%7C7cf48d453ddb4389a9c1c115526eb52e%7C0%7C0%7C637014905578493129&sdata=UCKrOHrwSXiOfCmrZBepfOwRt122BebehhC1mxedLZA%3D&reserved=0> On Thu, Aug 15, 2019 at 1:34 PM Elisabeth Rogers <elrogers@oru.edu<mailto:elrogers@oru.edu>> wrote: Interesting because we did as well – someone with no connection, that we can find to our institution reached out to us inquiring if we would consider using this service because he wanted to give a gift of stock. Lots of links in his emails inviting me to click further. I agree the website looks quite basic and I was a bit skeptical then and even more now that this is something happening to others. I forwarded it to our administrative process office to see if they are interested. I would also be interested to know if anyone else has had this sort of thing happen or has worked with this company prior. Elisabeth Rogers Development Manager Oral Roberts University Tulsa, OK From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Kristen Meierhoff Sent: Thursday, August 15, 2019 12:04 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Cocatalyst.org? Gift of Stock? Has anyone ever heard of Cocatalyst.org<https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2FCocatalyst.org&data=02%7C01%7Cdmm587%40psu.edu%7Cd608a244203245f6fd4608d721ae7aff%7C7cf48d453ddb4389a9c1c115526eb52e%7C0%7C0%7C637014905578503122&sdata=uJbbykGdBpWHh8dBAIg7Y2x36KgjnBIGK1KtFl2IOXk%3D&reserved=0> for processing stock gifts? We have an individual reaching out to our team about making a gift of stock through this company. We have no relationship to this individual, and the website of this company looks basic, with no contact information (just a chat box), and it’s run out of an internet café. At a previous institution, we had a similar situation, but the DO was able to get enough personally identifiable information for us to research to determine that it was not legitimate (he had been arrested for scams numerous times previously). Has anyone ever heard of this company? Worked with them? If you have, that might lend credibility that right now I’m extremely cautious of. Thanks! – Kristen Kristen Meierhoff-Medina Executive Director of Advancement Services & Research University of the Pacific Advancement Services | 3601 Pacific Avenue | Stockton, CA 95211 209.946.3188 | kmeierhoff@pacific.edu<mailto:kmeierhoff@pacific.edu> [Campaign Signature Line Horizontal] CONFIDENTIAL: This document/message has been prepared for University of the Pacific officials and is strictly confidential. It should not be duplicated or distributed to external parties. Users are responsible for maintaining the confidentiality of this information and for the secure storage and destruction of the data.

We received a similar email a few days ago from a donor with the exact same language in the email, with a different name (no affiliation to the university). He indicated he has used this vehicle to make gifts through his church - http://realitysf.com/give/. We are interested in learning more about the operational structure of the program before acceptance. Johnyelle Lee Associate Director, GPS Client Relationships Gift Processing Services PO Box 400331 Charlottesville, VA 22904-4331 434.924.1492 (Office) 434.924.7018 (Customer Service Help Desk) Jl7vx@virginia.edu<mailto:Jl7vx@virginia.edu> (Email) uvagps@virginia.edu<mailto:uvagps@virginia.edu> (Gift Processing Services Inquiries) From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Isaac Shalev Sent: Thursday, August 15, 2019 3:50 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Cocatalyst.org? Gift of Stock? Bingo. Also worth noting that by accepting contributions from Cocatalyst you accept their terms of service. This is relevant because their privacy policy is swiss-cheesy, and not GDPR-compliant for those who are concerned about such things. One useful tidbit for sleuthing further: Cocatalyst is a fiscal sponsored project of Social Good Fund, Incorporated ("SGF"), a 501(c)3 registered organization with the Internal Revenue Service. Tax receipts for donations processed by Cocatalyst will be issued by SGF, Tax Identification Number 46-1323531. Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com<mailto:isaac@sage70.com> Schedule a 30-minute consultation now: https://calendly.com/sage70/30min On Thu, Aug 15, 2019 at 2:34 PM Bill Wong <wswong@scad.edu<mailto:wswong@scad.edu>> wrote: So, this is probably a marketing campaign. They are building awareness by making small gifts. A simple reply would be, “You may use that service if you wish. The University does not vouch for or endorse their service.” Something along those lines. Then, sit back and wait for your check from cocatalyst. I bet that, instead, you get another email asking you to install their Jumpstart Button.—Bill From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Pryor, Corie Sent: Thursday, August 15, 2019 2:29 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Cocatalyst.org? Gift of Stock? [EXTERNAL EMAIL] WARNING: This email originated from outside of SCAD. Do not click links or open attachments unless you recognize the sender and know the content is safe. We were contacted by email from someone who was wanting us to do the same thing. His first name was John. I’m wondering if it is the same person. Below is the email we received. Is this the same message you received? “I wanted to make a gift of stock from my appreciated gains in my investment portfolio to the scholarship fund for students. I generally use Cocatalyst.org for my donations. Do you support that? I saw there was likely the standard DTC approach, but that takes a lot of work and I haven't worked (or heard) of the current broker before.” Corie Pryor Coordinator of Advancement Services Advancement Office Truman State University Kirksville MO 63501 cpryor@truman.edu<mailto:cpryor@truman.edu> 660-785-4125 This message (including any attachments) may contain confidential, proprietary and privileged information, and unauthorized disclosure or use is prohibited. If you received this message in error, please notify the sender and delete this message from your system. From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Isaac Shalev Sent: Thursday, August 15, 2019 12:45 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Cocatalyst.org? Gift of Stock? I've seen this pop up a few places. There are a couple of charities that are using the service, eg https://www.radiancesf.org/give and https://www.calcpa.org/ May be worth reaching out to them about the service. You can also look into the CEO https://www.linkedin.com/in/alex-chung-gsd/ Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com<mailto:isaac@sage70.com> Schedule a 30-minute consultation now: https://calendly.com/sage70/30min On Thu, Aug 15, 2019 at 1:34 PM Elisabeth Rogers <elrogers@oru.edu<mailto:elrogers@oru.edu>> wrote: Interesting because we did as well – someone with no connection, that we can find to our institution reached out to us inquiring if we would consider using this service because he wanted to give a gift of stock. Lots of links in his emails inviting me to click further. I agree the website looks quite basic and I was a bit skeptical then and even more now that this is something happening to others. I forwarded it to our administrative process office to see if they are interested. I would also be interested to know if anyone else has had this sort of thing happen or has worked with this company prior. Elisabeth Rogers Development Manager Oral Roberts University Tulsa, OK From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Kristen Meierhoff Sent: Thursday, August 15, 2019 12:04 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Cocatalyst.org? Gift of Stock? Has anyone ever heard of Cocatalyst.org<https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fCocatalyst.org&c=E,1,DZHg1gIIlEdP-rYUTdXEM1svhN4s6a3yk7joH0sjrwbnRo7x3nGSegRJHDeN7LEiwhz1mIaPrU0MN-uPJl062n4iZgTBCUlvV2dABkR3kZyb6qaZzw,,&typo=1> for processing stock gifts? We have an individual reaching out to our team about making a gift of stock through this company. We have no relationship to this individual, and the website of this company looks basic, with no contact information (just a chat box), and it’s run out of an internet café. At a previous institution, we had a similar situation, but the DO was able to get enough personally identifiable information for us to research to determine that it was not legitimate (he had been arrested for scams numerous times previously). Has anyone ever heard of this company? Worked with them? If you have, that might lend credibility that right now I’m extremely cautious of. Thanks! – Kristen Kristen Meierhoff-Medina Executive Director of Advancement Services & Research University of the Pacific Advancement Services | 3601 Pacific Avenue | Stockton, CA 95211 209.946.3188 | kmeierhoff@pacific.edu<mailto:kmeierhoff@pacific.edu> [Campaign Signature Line Horizontal] CONFIDENTIAL: This document/message has been prepared for University of the Pacific officials and is strictly confidential. It should not be duplicated or distributed to external parties. Users are responsible for maintaining the confidentiality of this information and for the secure storage and destruction of the data.