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  • 1.  FedEx lost check, donor wants replacement check to count towards 2024

    Posted 02-11-2025 01:31 PM

    Hi,

    A donor sent a check via FedEx in mid-December 2024. The package never made it to us (per the package tracking). The donor is sending another check in February of 2025 and wants to know if it can count towards his 2024 charitable giving for tax purchases. What is the correct answer here? 

    Thanks,

    David



    ------------------------------
    David Glasser
    Union College (NY)
    ------------------------------


  • 2.  RE: FedEx lost check, donor wants replacement check to count towards 2024

    Posted 02-11-2025 01:46 PM
      |   view attached
    No. I've attached my annual date of gift reminder document. When it comes to third parties like FedEx, the legal date of the gift (for a donor to determine) is when you receive the package. You cannot be responsible for a loss in the mail.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987




    Attachment(s)

    pdf
    2024-25 Date of Gift Summary.pdf   187 KB 1 version
    Original Message


  • 3.  RE: FedEx lost check, donor wants replacement check to count towards 2024

    Posted 02-11-2025 01:49 PM
    While the IRS does accept Fedex express services as qualifying for the mailbox rule as regards IRS filings, this does not apply more generally to charitable donations or any other business purposes. Ultimately, though, this is a question for the donor's tax adviser. 


    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:




    Original Message


  • 4.  RE: FedEx lost check, donor wants replacement check to count towards 2024

    Posted 02-11-2025 03:57 PM

    We dealt with this recently as well-check was sent December 20 and arrived January 12.  We suggested the donor check with her tax advisor and told her we would keep the email thread that started in December. 

     

    A tough one-in our donor's case it was a $250,000 check...And yes-we suggested electronic transfer.  We have a handful of donors who won't consider electronic payments. Perhaps that will change next year πŸ˜‰

     

    Tracy Rush

    Executive Director, Advancement Services

    Otterbein University

    1 South Grove Street

    Westerville, OH 43081

    Ph: 614-823-1290

     

    We are grateful for our donors!

    To make a gift in support of our students, please visit:

    www.otterbein.edu/give

     

     

     

     




    Original Message


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