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5/6/2022: Hot Topics: Gift Agreement Amendments

  • 1.  5/6/2022: Hot Topics: Gift Agreement Amendments

    Posted 16 days ago

    Hello, Hot Topic Friends, 


    Reminder Hot Topics Friday, May 6, 2022 

    Just a reminder that Hot Topics will occur Friday, May 6, 2022, at 2 PM EST. We will be discussing amending gift agreements. What happens when a couple divorces and wants to change their agreement? Or a donor is deceased and the agreement cannot be administered correctly? Or a donor just wants to change an agreement to change it? Let's not forget UPMIFA. Please contact me if you would like to be a panelist!


    Panelists:

    • Katie Davidson, Director of Donor Relations, Davidson College 

    I am looking for panelists, please contact me if you are interested or sign-up here. Feel free to text me at 281-384-0358. 



    Document Access: 

    • Add your questions here and other docs

    • Want to share a position that you are recruiting for, please add here. 

    • Dates for calls for 2022.


    Note: This is not recorded. This allows everyone to speak freely. 


    Want To Access Resources and Information for Past Calls 

    Please click here if you would like to access resources from past calls (please try not to delete or duplicate documents or information). 


    Link to Call

    To register, go here. This is free and is just a video call. NC State now requires a passcode, which is 458387. If you register and use the link it might not ask you for the password. 


    You Need to Add Someone to The Email List 

    Resign up via this form. This will ensure that you will get updates on the call, a calendar invite, and emails. (Note: If you are not on a Google email platform, then you will receive an email invite update every time I update the list. This is a Google flaw.) Also, it is tough for me to remove people from the list if they are not on a Google email platform. 


    May 6th, 2022 @ 2:00 EST: Amendments 

    June 3rd, 2022@ 2:00EST: DEI Funds  




    See y'all Friday!



    ------------------------------
    Sarah Thomas
    Director Donor Services
    NC State University
    srthoma3@ncsu.edu
    ------------------------------