SallyHermann ✭✭✭

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• Re: Grant letter for Annual Grants for Donor Designated Funds

  SallyHermann

  August 2023
  Great, thank you Erin! Sally Hermann
  2

• Grant letter for Annual Grants for Donor Designated Funds

  SallyHermann

  August 2023
  Hello, Would anyone be willing to share their letter they use for annual distributions from donor designated funds? Thank you! Sally Hermann St. Croix Valley Foundation
  2

• Procedure for updating fund record in the event of death of advisor(s) or other life-changing event

  SallyHermann

  June 2022
  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? …
  3