Hi everyone,
I'm in the process of updating the template language of our year-end tax letter that we send to donors in January who made a tax-deductible gift in the prior year. I'd like to see samples of year-end tax letters, especially if it includes details of giving from third parties (DAF's, Family Foundations, etc.) and Gift-in-Kind (GIK) language.
Our previous letter included the tax-deductible giving total for the calendar year, a list of their tax-deductible gifts with amount and date, and 2 separate sections after that: one with descriptions of GIK (no FMV listed), and one with a list of their giving that we received from third parties (ie: DAFs), but with a statement that the third party is responsible for issuing the tax receipt.
Thank you,
Aimee
------------------------------
Aimee Holland
Alameda Health System Foundation
aholland@alamedahealthsystem.org------------------------------