Hello,
We have one CGA and I recently found out the annuitant has passed away. We recorded the gift when we set up the annuity - I just want to confirm that we do not also record the remainder as a separate gift. Is that correct?
Karen Warr (she/her)
Director of Development Operations
LifeWorks NW
5415 SW Westgate Dr., Ste. 100
Portland, OR 97221
503-617-3821 (direct)
503-869-8290 (cell)
www.lifeworksnw.org
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