FundSvcs Community

 View Only
  • 1.  Stock Acknowledgements

    Posted 22 days 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 22 days 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