JulieKlipp ✭✭✭

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• Re: Donations via Donor Portal

  JulieKlipp

  April 4
  We also default to private unless it's specifically requested to be made public by the Fundholder. The exception is memorial funds during the first year as those are usually specifically intended to …
  1

• Re: Regional Trainings 2025

  JulieKlipp

  February 27
  Thanks @KellieUtzinger - could you make sure these are listed under client events in the 9 Block?
  3