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  • 1.  Need for a death certificate?

    Posted 04-03-2023 04:35 PM
    When a donor with a documented planned gift passes, a step in our process has been to request a copy of the death certificate from the family.  We're now questioning whether this is something that we even need/should have on file.

    Other than for folks who will be inurned in our Memorial Garden, is there any reason we would need a copy of the death certificate for a donor?

    Gwen

    --
     Gwen Donev

    Director of Advancement Services

    Gustavus Adolphus College

    800 West College Avenue

    Saint Peter, Minnesota 56082

     

    Email:  gwendonev@gustavus.edu

    Office:  507.933.6515



  • 2.  RE: Need for a death certificate?

    Posted 04-03-2023 04:49 PM
    No. Unless you are actually managing the investment of a legally binding deferred gift. The bank or investment firms will need those copies to liquidate the assets and close down IRAs and such. But you don't need a copy.

    John H. Taylor 
    919.816.5903 (Cell/Text)

    Big Ideas; Small Keyboard



    Original Message


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