FundSvcs Community

John's Annual Date of Gift Summary

  • 1.  John's Annual Date of Gift Summary

    Posted 18 days ago
    As this came up earlier this week, I thought a follow-up note was needed.

    For years (decades, actually), I have sent an annual email to the list regarding the oft-discussed topic of date-of-gift.  However, as the rules/laws haven't changed significantly, last year, I published a paper on this issue and placed it at the FundSvcs download site.  Now called the Downloads Library.

    So, rather than repeating the same story year after year, you can find this article here:


    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987