andriabaker ✭✭✭

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

  andriabaker

  June 2022
  Hi Sally, the procedure we use is that i will update the profile for the deceased donor (if the donor is the advisor) and make it an estate profile. if its a divorce and the donor requests the spouse…
  2

• Re: Congratulations to the July Top 10!

  andriabaker

  July 2021
  thank u so much, its a great surprise!
  3