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    Hot Topics February 6: Establishing Effective Gift ...

    Posted in: FundSvcs Community

    Good afternoon, We are preparing for our first Hot Topics discussion on the aasp platform and are excited to kick off the series this week ... More

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    Vendor for DOB append

    Posted in: FundSvcs Community

    I have John's list of recommended data cleansing vendors from last August, but I am wondering if there is a vendor that is specifically recommended for ... More

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    RE: Gift from IRA - Person Deceased soon after sending. ...

    Posted in: FundSvcs Community

    I would record the gift on the decedents record and add an alias name of "The Estate of John Doe" to which the receipt should be mailed. However, this ... More

  • Posted in: FundSvcs Community

    Hi Brad, In my experience, there's not necessarily a universal best practice so much as a set of internal practices that institutions apply based ... More

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