Dear FundSvcs & Advance-L colleagues,

 

The following e-mail message, sent this time every year, has been verified and validated by attorneys and IRS representatives.  A Canadian colleague has repeatedly confirmed the Canadian references.

 

As a reminder, the IRS released the 2009 allowable benefit levels, below which no receipt disclaimer is required, several months ago.  You will find that information both in the FundSvcs & Advance-L archives as well as at the download site at www.FundSvcs.org.  In fact you will find copies of what I consider all the relevant IRS forms and publications (some mentioned below) at the same site.

 

With that, here's the "traditional" Annual Date of Gift message, with a f ... Read More »