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
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
