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    Pledge Form vs. Memorandum of Understanding

    Posted in: aasp Hot Topics

    There is a debate on having the donor fill out a pledge form using DocuSign or paper with all of the administrative items included - 1.) gift designation, ... More

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    RE: Bequest intention (too young) now deceased

    Posted in: FundSvcs Community

    I do not see hard crediting the surviving spouse record unless the bequest was made to the spouse and they, in turn, made the contribution. If the funds ... More

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    RE: Case Training

    Posted in: FundSvcs Community

    Hi Jeff, Fellow Original Ascender here! Nice to see you in this space 😊 I will definitely be adding this to the list of trainings that I am ... More

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    RE: 101 Training/Webinar on Basics of Gift Adminis ...

    Posted in: FundSvcs Community

    Gosh - I forgot to mention the Gift Administration Workshop at aasp Summit! It will be held from 2-5 on Tuesday, September 22: https://summit.advserv.org/schedule-at-a-glance ... More