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This is super helpful to know! Thank you! I will do more research into what has been done in our CRM to make sure we are complying with CASE standards. ... Read More
I wanted to add a bit more since this is new for you. When a donor transfers a whole life policy to you, that transfer is considered an outright gift, ... Read More
Hello! We have several key events which include table sponsorships at various levels. Upon review, it seems that events team was accepting DAFs/PFs ... Read More
