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Year End Giving FAQ

Year-End Giving Information 2014

1.  Gifts to the ETSU Foundation by check or money order must be dated, mailed, and postmarked no later than December 31, 2014 to be considered a charitable gift for tax year 2014; additionally, such gifts can be mailed to the ETSU Foundation, PO Box 70721 Johnson City, TN 37614.

2. To make a gift by credit card for 2014, you must use our on-line giving at on or before December 31, 2014. Please note that if you mail your credit card gift, then your card cannot be processed until January 2015 when the university re-opens and thus the IRS will consider that as a gift in 2015, not 2014.

3. If you desire to make a gift of stock for tax year 2014, the stock must be transferred to an ETSU Foundation brokerage account no later than the close of business on Wednesday, December 31, 2014. Your brokerage may already have an account for the ETSU Foundation. If not, your brokerage may transfer your stock to the ETSU Foundation account at Raymond James/ Citizens Financial, Johnson City, TN Acct. No. 43649739, DTC #725. The contact there is Mr. Clem Wilkes, phone number: 423-928-8361. So that your gift may be processed correctly, please call, or have your broker call, to let Mr. Wilkes know the name of the stock and the amount you are transferring to the ETSU Foundation (the name of the donor rarely is listed with the transfer of stock otherwise).


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