For anyone who might be looking for the whitepaper John mentioned, it's in the FundSvc Library
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Susan Quinn
Lenoir-Rhyne University
Susan.quinn@lr.edu------------------------------
Original Message:
Sent: 01-02-2024 04:14 PM
From: Michael Halverson
Subject: Process for handling gifts of stock with anonymous/unidentified donors?
Hello, all –
Happy New Year to everyone! I hope this email finds you all well.
I wanted to reach out to ask what your institutions' policies/procedures are for handling gifts in which the donor is unknown. Do you return the stock? Do you place it into an unrestricted fund if the donor cannot be accurately identified within a given period of time?
Please know that I'd appreciate any and all feedback you're able to provide.
Many thanks,
Michael Halverson, Ed.D.
Associate Vice President
Development Resources
Division of Development and Alumni Relations
6200 San Amaro Drive, Suite 400
Coral Gables, FL 33146
Office: 305-284-1608 | Cell: 320-363-4987
Email: mhalverson@miami.edu
miami.edu | everbrighter.miami.edu
Join us in building an ever brighter future!
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