This is a first in my 12 years here! We received a gift from a family through their family foundation, through J.P. Morgan, through National Philanthropic Trust, via Paypal. :D I believe this is our first 5-levels-deep of passthrough in my 12 years here. The letter notifying us of the gift came from J.P. Morgan and indicates "National Philanthropic Trust is pleased to present you with the following charitable grant from a donor-advised fund in the J.P. Morgan Charitable Giving Fund program." Then it lists the family foundation name and the amount.
Two questions: is National Philanthropic Trust the appropriate hard credit donor? We would then soft credit the family, foundation and J.P. Morgan.
Then the acknowledgement letter....send to the family saying "thank you for your gift from the X Foundation through National Philanthropic Trust?" Shouldn't the acknowledgement letter recognize the final handoff organization of the monies? Is it required to? Should we just say thank you for your gift from the foundation?
And yes, we know it cannot include any tax language. Thank you for any feedback you can provide in answering the two main questions!
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Rita S. Williams
Director of Advancement Services
High Point University, High Point NC
rwillia0@highpoint.edu------------------------------