Common use of Successor Advisors Clause in Contracts

Successor Advisors. Donors may designate individuals as successor advisor(s), who have privileges to make recommendations appropriate for the fund. A donor advisor may change this designation at any time by completing a new Succession Plan Agreement.

Appears in 2 contracts

Samples: Succession Plan Agreement, Donor Advised Fund Succession Plan Agreement

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Successor Advisors. Donors may designate individuals as successor advisor(s), who have privileges to make recommendations appropriate for the fund. A donor advisor may change this designation at any time by completing a new Succession Plan Agreementtime.

Appears in 2 contracts

Samples: Donor Advised Fund Agreement, Donor Advised Fund Agreement

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