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Latest Discussions

  • Profile Picture

    RE: CRUT recording question

    Posted in: FundSvcs Community

    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

  • Profile Picture

    CRUT recording question

    Posted in: FundSvcs Community

    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

  • Profile Picture

    RE: Agreement Amendment

    Posted in: FundSvcs Community

    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

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