FundSvcs Community

 View Only
  • 1.  Stock Gifts

    Posted 01-19-2023 10:06 AM
    Hi - Am I too late to wish everyone a Happy New Year! I hope your year is off to a great start!!

    I'm looking for John's white paper on recording stock gifts. I've gone through the resource library and can't find it. Can someone point me in the right direction?

    Thank you!

    Lisa

    ------------------------------
    Lisa Miller
    Director
    Lynn University
    LMiller@lynn.edu
    ------------------------------


  • 2.  RE: Stock Gifts

    Posted 01-19-2023 10:12 AM
      |   view attached
    Are you talking about the attached? I've written a few related papers!

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987






  • 3.  RE: Stock Gifts

    Posted 01-19-2023 03:21 PM
    Thank you!

    ------------------------------
    Lisa Miller
    Director
    Lynn University
    LMiller@lynn.edu
    ------------------------------