PROFESSIONAL ADVISOR. If you are working with a financial, tax or estate planning advisor, please complete the following:
Appears in 4 contracts
Samples: Donor Advised Fund Agreement, Donor Advised Fund Agreement, Estate or Deferred Gift Agreement
PROFESSIONAL ADVISOR. If you are working with a financial, tax or estate planning advisor, please complete the following:
Appears in 4 contracts
Samples: Donor Advised Fund Agreement, Donor Advised Fund Agreement, Estate or Deferred Gift Agreement