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Latest Discussion Posts

  • Good morning, I am sure you have seen many of my emails about implementing DocuSign for gift agreement in a hurry due to the Coronavirus Disease 2019 ...

    1 person recommends this.
  • The dividends are returns on YOUR investment. Assuming, that is, the dividend was awarded after the gift of stock. Therefore, no communication to the ...

  • It would be best if you only described gifts of stock in your receipt/acknowledgment - never value (see IRS Publications 1771). Publication 561 explains ...

  • In several recent cases, we have received stock dividends months after the donor made their stock gift. We want to thank the donor for the dividend, but ...

  • Hi, do you use any special language for a stock remainder gift? Our donor paid off their pledge via stock and then there was $476 leftover, which we wanted ...