Common use of Succession Plan Clause in Contracts

Succession Plan. If no successor advisor(s) is named, please specify the final purpose for the Fund:

Appears in 3 contracts

Samples: Donor Advised Fund Agreement, Donor Advised Fund Agreement, Donor Advised Fund Agreement

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Succession Plan. If no successor advisor(s) is named, please specify the final purpose for the Fund: a. According to the Letter of Understanding on file b. As follows:

Appears in 2 contracts

Samples: Donor Advised Fund Agreement, Donor Advised Fund Agreement

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