MadelineBennett ✭

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• Re: How does your organization break down fund groups, subgroups, divisions, and segments?

  MadelineBennett

  January 3
  I think our set up is fairly similar! Group - Fund type; we have quite a few so this area is pretty drilled down & specific. EX. DAF - Legacy - Endowed; DAF - Legacy Fixed Advice; DAF - Express -…
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