I was wondering how others handle request for estimated quantities for postage. Often I'm at the mercy of criteria and it's difficult to properly estimate without running the queries.
We have a plethora of mailings which are planned several months in advance. I'm usually asked for a quantity so they can get a check to the mail house in advance of the mailing. Often this is 4-6 weeks in advance of the mailing.
My schedule is so tight that I do not have the time to run the queries necessary to give them that number, knowing that it will certainly change once I run the actual queries producing the files for the mailing.
I've suggested a "kitty" at the mail house, but they are opposed to that.
Sometimes the queries are already written and other times, these are new queries. I will have to run the queries twice, once for the postage quantity and the second time for the actual files.
Thanks for any input!
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Original Message:
Sent: 8/16/2024 1:30:00 PM
From: Mary Ann Coyle
Subject: RE: stock gift from multiple non-spouse donors
We have a reply from Schwab that both donors are 100% owners of the stock.
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Mary Ann Coyle
Childrens' Hospital Foundation of Richmond
macoyle@chfrichmond.org
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Original Message:
Sent: 08-16-2024 11:29 AM
From: John Taylor
Subject: stock gift from multiple non-spouse donors
I would try to contact the broker to determine whether the stock was jointly owned. However, without further documentation I tend to support your plan.
John
John H. Taylor, PrincipalJohn H. Taylor Consulting, LLC
2604 Sevier Street
Durham, NC 27705
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
Original Message:
Sent: 8/16/2024 12:27:00 PM
From: Mary Ann Coyle
Subject: stock gift from multiple non-spouse donors
We have received a gift of 215 shares of stock. For the donor, the source documents list two people who are siblings, not spouses. The phrasing is "Gift of John Doe & Jane Roe." There is no breakdown between the two names, implying joint ownership. We are thinking we should credit and acknowledge each separately for 50% of the shares. Is that a valid approach?
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Mary Ann Coyle
Childrens' Hospital Foundation of Richmond
macoyle@chfrichmond.org
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