-- [JUL-22-20 Jason Phenicie] --------------

Good morning Bussey,

The fact sheet files have been updated. Please let me know if we missed anything.

Thanks!
Jason

-- [JUL-22-20 Anonymous] --------------

Good morning Jason,

I went through an double checked. It looks like many of the files didn't get updated. I cleared my cache prior to checking. Does it take time to populate? These are the ones that look the same as before: 

Bequests & Beneficiary Designation

Charitable Remainder Trust should be replaced by CRT_2020_replacement

Life Insurance Gifts

Charitable Gift Annuity

Tigert Fund

Publicly Traded Securities

Charitable IRA Rollover should be replaced by IRA Rollover

Charitable Lead Trust

Endowment Opportunities

Retirement Plan Assets

Notification of Revocable Estate Commitment

 

Maybe ther is something I am doing wrong on my end?

Thank you,

Bussey 

 

 

-- [JUL-22-20 Jason Phenicie] --------------

Hi Bussey,

Thanks for checking. Give them a try now.

Thanks!
Jason
 
File
File Type
Notes
Preview
 
Charitable Remainder Trust.pdf Artwork File  
Charitable Lead Trust.pdf Artwork File  
Life Insurance Gifts.pdf Artwork File  
Charitable Gift Annuity.pdf Artwork File  
Retirement Plan Assets.pdf Artwork File  
IRA Rollover.pdf Artwork File  
Gifts of Real Estate.pdf Artwork File  
Publicly Traded Securities.pdf Artwork File  
Endowment Opportunities_01.07.2020.pdf Artwork File  
Bequest and Beneficiary.pdf Artwork File  
Notification of Revocable Estate Commitment_2020.pdf Artwork File  
Tax Cuts and Jobs Acts.pdf Artwork File  
Tigert Fund.pdf Artwork File  
Stock Options.pdf Artwork File  
CRT_2020_replacement.pdf Artwork File This would replace File #2900 Charitable Remainder Trust.pdf
There was an error in the calculations on the  back side.
Add  File
Created on Feb. 25, 2020 at 11:10 AM (EST). Last updated by Anonymous on July 22, 2020 at 10:04 AM (EDT). Owned by Anonymous.
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