We can work with a donor during his or her life to establish a succession plan for their fund.  After a donor’s death, the fund may be advised by named successor advisers or converted to a different fund type, such as Designated or Field-of-Interest.  In the event there is no succession plan on record, the fund will be distributed to the Community Fund.

Posted by nbf on Friday, May 2nd, 2014 @ 2:02PM
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