FundSvcs Community

Hi Amy - My firm does Power BI work, feel free to ping me. 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 Tue, Aug 20, 2019 at 1:11 PM Amy Macione <ammacione@hotmail.com> wrote: > Hi All, > We are looking for a Power Business Intelligence consultant that can > create dashboards for Advancement Operations and Campaign Reports. Does > anyone know of a consulting group that uses Microsoft BI? > Thanks, > Amy Turcotte > 978-542-6975 > Salem State University > > ------------------------------ > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> on behalf of John Taylor < > johntaylorconsulting@GMAIL.COM> > *Sent:* Tuesday, August 20, 2019 4:39 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> > *Subject:* Re: [FUNDSVCS] Comparison from one receipt to another org's > receipt--IRA donation > > In a word, yes. Your receipt must reflect all this and also state if it > is a QCD or RMD when you know that. The tax treatments are different. > QCDs cannot have any benefits. > > John Taylor > 919.816.5903 > johntaylorconsulting@gmail.com > > Big ideas; small keyboard > > On Aug 20, 2019, at 12:26 PM, Heidi L. Howard <HHoward@samhealth.org> > wrote: > > We have a donor that recently made a donation to us and questioned what > kind of receipt he’d get from us. I let him know that until I had the check > in hand and called the organization (if necessary) I couldn’t give him an > answer. > > > > I received the check, called the organization that the check came from (TD > Ameritrade) and they confirmed that it was a tax-deductible gift. The check > stated nothing about it being from the donor’s IRA and TD Ameritrade said > nothing about it either. > > > > We now have the donor coming back to us with a copy of a receipt from > another donation he made to another organization where they stated in his > receipt that it was a gift from his IRA and that he intended this gift to > be a nontaxable Qualified Charitable Distribution. It then goes on to tell > him to keep the receipt for his tax records and that no goods or services > were received. Is this something we should be stating on a receipt? I’m now > being told that I need to send him a new receipt that states it is a gift > from his IRA. I said I would call Ameritrade back and confirm that it is, > in fact, from his IRA, but would I really need to put that on his receipt? > > > > *Heidi Howard, bCRE-Pro, bCRP* > > Annual Giving/Database Administrator > > Samaritan Foundations > > P: 541.768.5547 > > C: 503.580.0670 > > > > ------------------------------ > > Confidentiality Notice: This e-mail message, including any attachments, is > for the sole use of the intended recipient(s) and may contain confidential > and privileged information. Any unauthorized review, use, disclosure or > distribution is prohibited. If you are not the intended recipient, please > contact the sender by reply e-mail and destroy all copies of the original > message. > >

Hi All, We are looking for a Power Business Intelligence consultant that can create dashboards for Advancement Operations and Campaign Reports. Does anyone know of a consulting group that uses Microsoft BI? Thanks, Amy Turcotte 978-542-6975 Salem State University ________________________________ From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> on behalf of John Taylor <johntaylorconsulting@GMAIL.COM> Sent: Tuesday, August 20, 2019 4:39 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Comparison from one receipt to another org's receipt--IRA donation In a word, yes. Your receipt must reflect all this and also state if it is a QCD or RMD when you know that. The tax treatments are different. QCDs cannot have any benefits. John Taylor 919.816.5903 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> Big ideas; small keyboard On Aug 20, 2019, at 12:26 PM, Heidi L. Howard <HHoward@samhealth.org<mailto:HHoward@samhealth.org>> wrote: We have a donor that recently made a donation to us and questioned what kind of receipt he’d get from us. I let him know that until I had the check in hand and called the organization (if necessary) I couldn’t give him an answer. I received the check, called the organization that the check came from (TD Ameritrade) and they confirmed that it was a tax-deductible gift. The check stated nothing about it being from the donor’s IRA and TD Ameritrade said nothing about it either. We now have the donor coming back to us with a copy of a receipt from another donation he made to another organization where they stated in his receipt that it was a gift from his IRA and that he intended this gift to be a nontaxable Qualified Charitable Distribution. It then goes on to tell him to keep the receipt for his tax records and that no goods or services were received. Is this something we should be stating on a receipt? I’m now being told that I need to send him a new receipt that states it is a gift from his IRA. I said I would call Ameritrade back and confirm that it is, in fact, from his IRA, but would I really need to put that on his receipt? Heidi Howard, bCRE-Pro, bCRP Annual Giving/Database Administrator Samaritan Foundations P: 541.768.5547 C: 503.580.0670 ________________________________ Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.