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Latest Discussion Posts

  • Good morning, I am sure you have seen many of my emails about implementing DocuSign for gift agreement in a hurry due to the Coronavirus Disease 2019 ...

    1 person recommends this.
  • It is the donor who is creating the trust and naming you as a beneficiary. Only if the CLAT were revocable - meaning you were NOT named as an irrevocable ...

  • Would you record the CLAT gift on the individual donor's record as an individual gift? Or would you open a separate record for the CLAT and record it ...

  • Hello, Here's a situation that I need to run up some flagpoles. We have an event coming up in the fall with a very prominent alum. These board ...

  • Depending on your CRM and its capabilities, in many cases the simplest way to handle both your compliance and internal data needs is to create separate ...