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  • 1.  Writing acknowledgement letters for IRA donations

    Posted 03-07-2024 10:39 AM
    Good morning, 

    We have been using our standard Annual Fund thank you to write acknowledgements for gifts that have been made through a donor's IRA. Is there a best practice for writing a specific letter that mentions the IRA distribution?

    Thank you in advance,
    Angi


    Angi Parks
    The Oaks Academy


  • 2.  RE: Writing acknowledgement letters for IRA donations

    Posted 03-07-2024 10:55 AM
    Receipt or thank you letter?

    If the former, standard receipt language works. If the latter, you may wish to acknowledge the source of the gift, but the funds received are not much different from those written out of a personal checking account.

    Joh

    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




    Original Message


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