FundSvcs Community

I have a situation regarding a gift made via a qualified charitable distribution where I know the final answer, but I'm having trouble coming up with a way to explain it to our donor. I'd be grateful if someone could help me figure out how to explain to the donor why we can't do what he requested. 

The donor attempted to make a gift to our organization in December 2023 from his IRA as a qualified charitable distribution. The check was dated December 18, 2023. However, the donor provided the wrong address to TIAA-CREF, so we didn't receive either the letter informing us about the gift or the check. The gentleman called to request a copy of the receipt for his gift. We told him we have not received. Then he sent the following email:

I have tracked down our QCD contribution to BAS in 2023.  As I told you earlier, I had provided TIAA with an erroneous address, so the check was returned to TIAA.  From the attached you can see that the original TIAA check in the amount $1000 was dated 18 December 2023 and the postmark on the letter sent by TIAA was dated 28 December 2023. 

TIAA (via Elizabeth Turner) now has the  correct BAS address and will resend the QCD check to the new address with attention to you.

So please send, for our tax purposes,  via email to me a scanned signed acknowledgment letter to my wife and me for this $1000 QCD for 2023.

I know I can't issue a receipt for a gift that I have not received. But the donor is arguing that he intended to make the gift in 2023 and has documentation to prove he requested the gift be made in December 2023. I'd be grateful for any suggestions. 

Thank you,

Stephanie

I have a situation regarding a gift made via a qualified charitable distribution where I know the final answer, but I'm having trouble coming up with a way to explain it to our donor. I'd be grateful if someone could help me figure out how to explain to the donor why we can't do what he requested. 

The donor attempted to make a gift to our organization in December 2023 from his IRA as a qualified charitable distribution. The check was dated December 18, 2023. However, the donor provided the wrong address to TIAA-CREF, so we didn't receive either the letter informing us about the gift or the check. The gentleman called to request a copy of the receipt for his gift. We told him we have not received. Then he sent the following email:

I have tracked down our QCD contribution to BAS in 2023.  As I told you earlier, I had provided TIAA with an erroneous address, so the check was returned to TIAA.  From the attached you can see that the original TIAA check in the amount $1000 was dated 18 December 2023 and the postmark on the letter sent by TIAA was dated 28 December 2023. 

TIAA (via Elizabeth Turner) now has the  correct BAS address and will resend the QCD check to the new address with attention to you.

So please send, for our tax purposes,  via email to me a scanned signed acknowledgment letter to my wife and me for this $1000 QCD for 2023.

I know I can't issue a receipt for a gift that I have not received. But the donor is arguing that he intended to make the gift in 2023 and has documentation to prove he requested the gift be made in December 2023. I'd be grateful for any suggestions. 

Thank you,

Stephanie

I have a situation regarding a gift made via a qualified charitable distribution where I know the final answer, but I'm having trouble coming up with a way to explain it to our donor. I'd be grateful if someone could help me figure out how to explain to the donor why we can't do what he requested. 

The donor attempted to make a gift to our organization in December 2023 from his IRA as a qualified charitable distribution. The check was dated December 18, 2023. However, the donor provided the wrong address to TIAA-CREF, so we didn't receive either the letter informing us about the gift or the check. The gentleman called to request a copy of the receipt for his gift. We told him we have not received. Then he sent the following email:

I have tracked down our QCD contribution to BAS in 2023.  As I told you earlier, I had provided TIAA with an erroneous address, so the check was returned to TIAA.  From the attached you can see that the original TIAA check in the amount $1000 was dated 18 December 2023 and the postmark on the letter sent by TIAA was dated 28 December 2023. 

TIAA (via Elizabeth Turner) now has the  correct BAS address and will resend the QCD check to the new address with attention to you.

So please send, for our tax purposes,  via email to me a scanned signed acknowledgment letter to my wife and me for this $1000 QCD for 2023.

I know I can't issue a receipt for a gift that I have not received. But the donor is arguing that he intended to make the gift in 2023 and has documentation to prove he requested the gift be made in December 2023. I'd be grateful for any suggestions. 

Thank you,

Stephanie