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IRA Rollover Page Updates
Advancement Website → Requests
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Sponsor Information
Estate and Gift PlanningBussey QuackenbushMarketing Specialist
Project Description
See attached website request(s)
Deliverables
Request TypeDue DateStatusAssigned TeamRequested Updates 
Creating a new pageCompleteJason PhenicieAttached is the word doc are the edits to the IRA page. If possible can we link the highlighted office of gift planning to our website? http://giftplanning.uff.ufl.edu/ I have attached updated documents for: • IRA Charitable Distribution Form Letter to Administrator (PDF) | (MS Word) • Frequently Asked Questions The IRA Charitable Distribution Form is fine as is. This also needs to be edited so that Paul and John’s titles are correct. Change them to: Paul Caspersen Assistant Vice President and Sr. Philanthropic Advisor John Knight Senior Legal Counsel 🔎 ✏️

WEBSITE REQUEST

Created on Nov. 27, 2017 at  8:00 AM (EST). Last updated by Jason Phenicie on Sept.  4, 2019 at  1:49 PM (EDT). Owned by Phenicie, Jason.
Jason Phenicie
Jason Phenicie
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When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

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  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

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