Hi there! I am hoping to learn more about bequest practices from other community foundations. I am curious as to what internal forms/process are used by other foundations? Is there anything others have found to be particularly useful in navigating planned giving, particularly if there is no signed fund agreement? Are…
Hello! Can you tell me what your auditors recommend for valuing a probated noncash gift, such as stock? From what I understand you can do a stepped up value or a date of death value. Thank you! Missy Belles Whatcom Community Foundation
