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Berea College

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Online credit card gifts must be submitted no later than Sunday, December 29, 2024, to receive 2024 tax credit.
You can click the button below to process the online gift for the donor via phone, if you have had your PCI training for the year.
The email field is required, but if the donor does not have an email you can use this format for entering an email address:  
donorfirstnamedonorlastname@noemail.ea
If the donor would like to have their EFT donation updated, please share their contact information with Brent and he will update it. For any updated to recurring gifts, please fill out this form: <a href="https://www.berea.edu/data-services/recurring-gift-cancellation-form">https://www.berea.edu/giving/recurring-gift-cancelation-form</a>
If donors would like a notification of their gift sent to someone, the online donation form has the option to make a gift in honor or memory of someone. This option appears after the donation was submitted, on the confirmation page and it is a separate form prompting for a recipient email address.

Give Online/by Phone

Credit card gifts sent by mail to Berea College must be received by Sunday, December 29, 2024.
Checks must be postmarked by USPS by December 31, 2024.
Berea College 
CPO 2216 
Berea, KY 40404

Give by Mail

Stocks sent by DTC and Wire Transfers must be received in Berea College’s account by Friday, December 27, 2024. Please advise donors to work with their broker or financial advisor prior to the 27th, as gifts of stock and wire transfers may take several days before it is received in the College’s account.
Please ask donors for the type of stock, broker, and # of shares, if they know this information. Some donors just tell their broker to send what would equate to a dollar amount. Please ask for a good telephone number for them. If the broker is the caller, be sure to ask for the donor’s name and his/her address or at a minimum the city/state. If the broke is hesitate or asks why we need any of this information, explain that sometimes the donor’s name is not noted when the gift is transferred and by having this information, we will be able to match the gift with the correct donor and send the receipt in a more timely manner.
Send an email to Hannah Shepherd, Jeff Amburgey, and Brent Riley with information on any calls related to stock or wire transfers.
Note that the address for delivering these gifts is different from other mailed gifts. See the attached instructions below.
<a data-internal-link="true" href="https://www.berea.edu/wp-content/uploads/2024/12/Berea-College-ACH-Wire-Transfer-Instructions-2024.pdf">Wire Instructions</a>
<a data-internal-link="true" href="https://www.berea.edu/wp-content/uploads/2024/12/Berea-College-DTC-Instructions-2024.pdf">DTC Instructions</a>
<a href="https://bereaedu.wpenginepowered.com/give/wp-content/uploads/sites/8/2015/10/Wire-and-DTC-Instructions-for-Charitable-Gift-Annuities-with-Berea-College-12.1.16.pdf">Wire and DTC Instructions for Charitable Gift Annuities with Berea College</a>
<a href="https://bereaedu.wpenginepowered.com/give/wp-content/uploads/sites/8/2015/10/Wire-and-DTC-Instructions-for-Charitable-Remainder-Annuity-Trusts-or-Unitrusts-12.1.16.pdf">Wire and DTC Instructions for Charitable Remainder Annuity Trusts or U</a><a href="https://bereaedu.wpenginepowered.com/give/wp-content/uploads/sites/8/2015/10/Wire-and-DTC-Instructions-for-Charitable-Remainder-Annuity-Trusts-or-Unitrusts-12.1.16.pdf">nitrusts</a>
If someone has planned giving inquiries, please email Gena. If the donor wants information about an annuity or trust, inform them that Gena Edwards will be in touch with them. Note your call in the CRM. 
Email <a href="mailto:edwardse@berea.edu">edwardse@berea.edu</a>
PLEASE NOTE – For Qualified Charitable Distributions (QCDs): 
If a donor is making a QCD gift from their IRA to satisfy some portion or all their Required Minimum Distribution (RMD), the gift must MUST CLEAR THE DONOR’S bank account by 12/31.  (This necessarily means that Gift Officers should inform and instruct donors to begin this process early enough so as to allow sufficient time to meet this requirement.)
If a donor is making QCD gift from their IRA that is not related to their RMD, the gift MUST BE RECEIVED BY 12/31, OR POSTMARKED NO LATER THAN 12/31.  (i.e., the same general rules as a check as noted below.)

Gifts of Stock and Securities

Gifts from your Individual Retirement Account (IRA) must be received and deposited by Berea College before Friday, December 27, 2024, regardless of the postmarked date.

Give From Your IRA

End of Year 2024 Deposit Guidelines
Staff will come in on Dec. 31 to open all mail and deposit any gifts received by that date. After the holiday break, staff will open and deposit gifts for calendar year 2024 while setting aside any mail postmarked for January.
Calendar Year 2024 Gift Examples
<ul>
<li style="font-weight: 400;">Postmark on envelope is December and check date is December</li>
<li style="font-weight: 400;">December Postmark is a December gift even if the check is postdated to January or later</li>
<li style="font-weight: 400;">Cash gifts with a postmark of December</li>
<li style="font-weight: 400;">No postmark but check is dated December</li>
<li style="font-weight: 400;">Received in hand by staff in December (For example, a check received by staff in December cannot be held for deposit as a January gift.)</li>
</ul>

Other Information Related to End of Year Deposit

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The College will be closed from December 23 – January 3. All gifts received after December 20, 2024, will have receipts mailed after January 6, 2024.

Berea’s Federal Identification Number 61-0444650

If you have questions, please email Brent. If the question is urgent and requires Brent to contact Jeff or Hannah, please call his cell phone. Brent Riley Cell <a href="tel:8597791867">859-779-1867</a> | Email <a href="mailto:rileym@berea.edu">rileym@berea.edu</a>

If someone has planned giving inquiries, please email Gena. If the donor wants information about an annuity or trust, inform them that Gena Edwards will be in touch with them. Note your call in CRM. Email <a href="mailto:edwardse@berea.edu">edwardse@berea.edu</a>

800 Line Staff Instructions