FundSvcs Community

Welcome to this side of the border! I’ve always enjoyed my time on the northern side with clients in Nova Scotia and New Brunswick. Sending acknowledgements to all soft/matching credit donors has always been my practice and my recommendation to clients. Anita Sent from my iPad > On Aug 20, 2019, at 2:37 PM, Fischer, Barb <Barbara.Fischer2@utoledo.edu> wrote: > > Hello! I am a transplant from Canada – and have some questions about acknowledging/receipting for 3rd party donors (such as United Way, or a community foundation) or a Donor Advised Fund. > > Back at my old workplace in Canada – we would send an acknowledgement of the gift (not an official charitable tax receipt) for third party or DAF, or another charity (or even corporations). I want to assume that the same applies on this side of the border, but….you know what happens when you assume. > > I have tried searching (on the archives here, and other places) and can’t find an answer. (Or possibly I am not using the right search terms.) > > If anyone can provide insight, it would be appreciated. > > Thanks! > > <image001.jpg> > Barb Fischer > Director of Advancement Services > > The University of Toledo Foundation > 4510 Dorr St., MS 825 > Toledo, OH 43615-4040 > > Office Phone: 419.530.5409 > Fax: 419.530.4340 > barbara.fischer2@utoledo.edu > www.utfoundation.org > > <image002.jpg> > Notice: Ohio has a very broad public records law. Most written communications to or from The University of Toledo or The UT Foundation are public records and, therefore, available to the public and media. Your email communication may be subject to public disclosure. > >

100% agreement. These letters, though, should not be receipt-like meaning no standard receipt language. In fact, I think they should clearly reference the legal donor by name. John John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On Aug 20, 2019, at 3:01 PM, Anita Farris <anita.farris.lynn@gmail.com> wrote: > > Welcome to this side of the border! I’ve always enjoyed my time on the northern side with clients in Nova Scotia and New Brunswick. > > Sending acknowledgements to all soft/matching credit donors has always been my > practice and my recommendation to clients. > > Anita > > Sent from my iPad > >> On Aug 20, 2019, at 2:37 PM, Fischer, Barb <Barbara.Fischer2@utoledo.edu> wrote: >> >> Hello! I am a transplant from Canada – and have some questions about acknowledging/receipting for 3rd party donors (such as United Way, or a community foundation) or a Donor Advised Fund. >> >> Back at my old workplace in Canada – we would send an acknowledgement of the gift (not an official charitable tax receipt) for third party or DAF, or another charity (or even corporations). I want to assume that the same applies on this side of the border, but….you know what happens when you assume. >> >> I have tried searching (on the archives here, and other places) and can’t find an answer. (Or possibly I am not using the right search terms.) >> >> If anyone can provide insight, it would be appreciated. >> >> Thanks! >> >> <image001.jpg> >> Barb Fischer >> Director of Advancement Services >> >> The University of Toledo Foundation >> 4510 Dorr St., MS 825 >> Toledo, OH 43615-4040 >> >> Office Phone: 419.530.5409 >> Fax: 419.530.4340 >> barbara.fischer2@utoledo.edu >> www.utfoundation.org >> >> <image002.jpg> >> Notice: Ohio has a very broad public records law. Most written communications to or from The University of Toledo or The UT Foundation are public records and, therefore, available to the public and media. Your email communication may be subject to public disclosure. >> >>

Hello! I am a transplant from Canada - and have some questions about acknowledging/receipting for 3rd party donors (such as United Way, or a community foundation) or a Donor Advised Fund. Back at my old workplace in Canada - we would send an acknowledgement of the gift (not an official charitable tax receipt) for third party or DAF, or another charity (or even corporations). I want to assume that the same applies on this side of the border, but....you know what happens when you assume. I have tried searching (on the archives here, and other places) and can't find an answer. (Or possibly I am not using the right search terms.) If anyone can provide insight, it would be appreciated. Thanks! [UTF_Signature_Logo] Barb Fischer Director of Advancement Services The University of Toledo Foundation 4510 Dorr St., MS 825 Toledo, OH 43615-4040 Office Phone: 419.530.5409 Fax: 419.530.4340 barbara.fischer2@utoledo.edu<mailto:barbara.fischer2@utoledo.edu> www.utfoundation.org<http://www.utfoundation.org/> [Social media icons_125] ________________________________ Notice: Ohio has a very broad public records law. Most written communications to or from The University of Toledo or The UT Foundation are public records and, therefore, available to the public and media. Your email communication may be subject to public disclosure. ________________________________