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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.
  • Thank you, Jason and Isaac, for sharing your wisdom and expertise. Very helpful and much appreciated. Jeannie

  • Hi, all! What John and Isaac said - absolutely! You may also find Apra's Ethics & Compliance resources helpful, especially the following: Apra's ...

  • Marta, my personal opinion is that regardless of the state and various laws (which can be as difficult to keep up with as state registration requirements), ...

  • I agree with everything Isaac has stated, and then some. Keep in mind that the Donor Bill of Rights nearly pre-dates the Internet (well, the public ...