FundSvcs Community

Dear colleagues,

We are anticipating the receipt of an estate gift made up of a cash wire transfer, gift of bonds, and gift of mutual funds.  Given the varied vehicles in this gift, would it be a wild idea to ask the estate trutees to liquidate the bonds and mutual funds and transfer them to us as cash? I've done some research in the Case Library and here, and didn't see anything.

Thanks,

Molly

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Molly Kaszuba

Executive Director of Advancement Operations
New York Law School
molly.kaszuba@nyls.edu
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Original Message:
Sent: 10/22/2025 11:49:00 AM
From: Molly Kaszuba
Subject: Estate Gift: Cash, Bonds, and Mutual Funds oh my!

Dear colleagues,

We are anticipating the receipt of an estate gift made up of a cash wire transfer, gift of bonds, and gift of mutual funds.  Given the varied vehicles in this gift, would it be a wild idea to ask the estate trutees to liquidate the bonds and mutual funds and transfer them to us as cash? I've done some research in the Case Library and here, and didn't see anything.

Thanks,

Molly

------------------------------
Molly Kaszuba

Executive Director of Advancement Operations
New York Law School
molly.kaszuba@nyls.edu
------------------------------