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As an irrevocable beneficiary, and assuming you know your percentage, per CASE you should record a planned gift (outright) now for that pro-rata portion ... Read More
Looking for some guidance here with a CRUT. We were recently notified that we are the remainder beneficary of a trust and upon some investigation found ... Read More
If you intend to change the purpose of a scholarship, then you should notify donors who gave to the fund with a different purpose. That is inherent in ... Read More
