Does anyone have a successor fund advisor form that they could share? This would be a form that a fundholder would complete to make clear their wishes should they pass away. And what is your process for collecting them?
I'm wondering what documentation we should be asking of the scholarship recipient before we can send a tuition payment to their college or university. In the past we've asked for a copy of the bill the college sends to the student during the summer. Is that adequate? Is there something else that would work just as well?…
