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
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
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
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
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