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Latest Discussions

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    RE: Bequest policy

    Posted in: FundSvcs Community

    Thank you John, and Nate. I also like that caveat you mentioned, John, and think I'll see if I can propose the same here! Nate, having a policy that ... Read More

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    RE: Right to Be Forgotten / Data Erasure Requests

    Posted in: FundSvcs Community

    I have had only one such request, and what we decided to do was to keep the identifiers and overwrite other fields with "REDACTED," while adding note(s) ... Read More

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    RE: Items left behind a GIK

    Posted in: FundSvcs Community

    Whether an appraisal is needed or desired is up to the donor - not the recipient. You cannot demand an appraisal, period. That's between the donor and ... Read More

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