To download a copy of the transcript, click here.
Honoring Donor Intent
Looking for ways to honor donor input and foster positive relationships? In this video, discover best practices for honoring donor intent and learn how to balance those intentions with what’s reasonable for your organization.
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
© 2023 CAPTRUST Financial Advisors