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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.
  • Hey Richard, We just recorded a short video on this topic. You can check it out at https://youtu.be/ePT1OXvs8OE . Bottom line is Acxiom captures data ...

  • Does the University's investment policy have any statements about this to guide your decision? Is the question of the five year timing AFTER it has met ...

  • Many years ago, the IRS ruled that donors could be directly involved in investment activities related to their donations. This could be seen as related. ...

  • Hello, We have a donor who established an endowed scholarship last fiscal year. They would now like to create an addendum to their gift agreement ...