FundSvcs Community

Hi, we hard credit the donor for gifts that come from Fidelity Brokerage Services LLC or other like account holders as these are not from a DAF. Typically, somewhere on the collateral there will be something indicating it is an IRA or QCD. Our receipt language for these gifts is below.

We are writing to acknowledge that we received your gift directly from your IRA plan trustee/administrator in the form of check #0000 dated 00/00/0000 in the amount of $0.00.

We understand that it is your intention for all or a portion of your gift to qualify as a qualified charitable distribution from your IRA under section 408(d)(8) of the Internal Revenue Code In that connection, we warrant to you that our organization is qualified under section 170(b)(1)(A) of the Internal Revenue Code and that your gift was not transferred to either a donor advised fund or a supporting organization as described in section 509(a)(3).

No goods or services were provided in return for this gift.

Please consult a tax advisor to discuss the income-exclusion aspects of your IRA distribution with respect to your income tax returns. If you have any questions, please call 000-000-0000 and ask for department name.

Hi, we hard credit the donor for gifts that come from Fidelity Brokerage Services LLC or other like account holders as these are not from a DAF. Typically, somewhere on the collateral there will be something indicating it is an IRA or QCD. Our receipt language for these gifts is below.

We are writing to acknowledge that we received your gift directly from your IRA plan trustee/administrator in the form of check #0000 dated 00/00/0000 in the amount of $0.00.

We understand that it is your intention for all or a portion of your gift to qualify as a qualified charitable distribution from your IRA under section 408(d)(8) of the Internal Revenue Code In that connection, we warrant to you that our organization is qualified under section 170(b)(1)(A) of the Internal Revenue Code and that your gift was not transferred to either a donor advised fund or a supporting organization as described in section 509(a)(3).

No goods or services were provided in return for this gift.

Please consult a tax advisor to discuss the income-exclusion aspects of your IRA distribution with respect to your income tax returns. If you have any questions, please call 000-000-0000 and ask for department name.

Hi, we hard credit the donor for gifts that come from Fidelity Brokerage Services LLC or other like account holders as these are not from a DAF. Typically, somewhere on the collateral there will be something indicating it is an IRA or QCD. Our receipt language for these gifts is below.

We are writing to acknowledge that we received your gift directly from your IRA plan trustee/administrator in the form of check #0000 dated 00/00/0000 in the amount of $0.00.

We understand that it is your intention for all or a portion of your gift to qualify as a qualified charitable distribution from your IRA under section 408(d)(8) of the Internal Revenue Code In that connection, we warrant to you that our organization is qualified under section 170(b)(1)(A) of the Internal Revenue Code and that your gift was not transferred to either a donor advised fund or a supporting organization as described in section 509(a)(3).

No goods or services were provided in return for this gift.

Please consult a tax advisor to discuss the income-exclusion aspects of your IRA distribution with respect to your income tax returns. If you have any questions, please call 000-000-0000 and ask for department name.

John, I agree - If an IRA, all the legalese suggested back in the mid-'00s is not required on a receipt. However, when we stopped sending that language, we had a lot of requests from donor's and their tax advisors start asking for it. We found it easier just to put it back in ☹

Hi, we hard credit the donor for gifts that come from Fidelity Brokerage Services LLC or other like account holders as these are not from a DAF. Typically, somewhere on the collateral there will be something indicating it is an IRA or QCD. Our receipt language for these gifts is below.

We are writing to acknowledge that we received your gift directly from your IRA plan trustee/administrator in the form of check #0000 dated 00/00/0000 in the amount of $0.00.

We understand that it is your intention for all or a portion of your gift to qualify as a qualified charitable distribution from your IRA under section 408(d)(8) of the Internal Revenue Code In that connection, we warrant to you that our organization is qualified under section 170(b)(1)(A) of the Internal Revenue Code and that your gift was not transferred to either a donor advised fund or a supporting organization as described in section 509(a)(3).

No goods or services were provided in return for this gift.

Please consult a tax advisor to discuss the income-exclusion aspects of your IRA distribution with respect to your income tax returns. If you have any questions, please call 000-000-0000 and ask for department name.