Good morning, I have two questions and am looking for best practices or suggestions for both: For a check from a retirement distribution that comes from the financial company, do you treat that like a soft credit and enter the finance company as the donor and then the donor as Donor Advisor? It seems like since the company…
Hello, Would you be willing to share your process/procedure on how you document and update aspects to a fund record, in the event of fund advisor(s) death, divorce, or any other life-changing event? Thank you! Sally Hermann St. Croix Valley Foundation
Does anyone have a template to share for their "in memory of / in honor of" tributes? Thank you!
