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Latest Discussion Posts

  • Two points here, Tom, and they are not mutually exclusive: Bequest intentions are revocable. CASE prefers documentation to support the bequest before ...

  • We have a signed estate intention but it is contingent on the child pre-deceasing the parents. We don't feel there is a reasonable expectation this will ...

  • Thanks John – still don't have an answer, but a separate brokerage account we maintain for another affiliated foundation was happy to take it on our b ...

  • Our policy is to list the donor names as they were when the gift was made, using the asterisk to identify deceased individuals. Tina Gorski-Strong, ...

  • We're preparing our annual report. We've come up against this issue: John and Susie Smith gave as a couple during 2020-2021. Toward the end of FY2021 ...