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  • 1.  Stock Acknowledgements

    Posted 9 hours ago

    Good morning all, 

    Can anyone share samples of their acknowledgement letters for Stock gifts? We provide the following statement in ours, but still get donors calling/emailing insisting on being told the full amount:

    "The IRS does not permit Hartwick College to appraise the value of your donation. However, I can state that your entire gift will go to charitable purposes and that you received no goods or services in return."

    I would love to hear how others handle these situations and see if there is a way we can adjust the wording to make it more palatable and understanding for our persistent donors. 



    ------------------------------
    Aimee Beavers
    Hartwick College
    gifts@hartwick.edu
    ------------------------------


  • 2.  RE: Stock Acknowledgements

    Posted 9 hours ago
    This is also covered in my annual email just resent!

    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