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Re: Process for changing fund types?
We change the category when it moves to board directed grants, and document that change, though we could go your route and create a new fund, linked to the old one. It's only happened once so far (we…4 -
Corporate Succession Planning
Greetings all! We live in an earthquake/tsunami hazard zone on the south coast of Washington (state), and are updating our emergency planning for major events. And looking at corporate succession pla…12 -
Re: Bequest Best Practices
I am also interested in learning more, and want to know what board polices should be in place. Any suggestions?5
