JulieKlipp
✭✭✭
JulieKlipp ✭✭✭
Reactions
Comments
-
We do the same with the language on our website. Ours is targeted towards professional advisors. It's here: https://cfwnc.org/advisors/professional-advisors/estate-planning-resources Most of our known bequests have a signed fund agreement but there's always those surprise ones! We are working to make sure we have follow up…
-
Hey @HollySpitz - just wanted to say thanks for asking for our input and for updating this language on the fund advisor portal! Happy New Year.
-
Available to Grant or simply Available would be great. Thanks for asking!