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Latest Discussions

  • Posted in: Open Exchange

    I am ignoring any donor or public relations elements. If you facilitate the movement of the endowed DAF, do you have reasonable expectations that the same endowed purpose (the intended beneficiaries) be faithfully continued? In this regard, have ...

  • Posted in: Open Exchange

    Hi Jay, we've had some questions around closing endowed funds and although they haven't been specifically within my portfolio, I do know that endowed funds are governed by laws that make it very difficult, if not impossible to close them. Endowed funds ...

  • Hi Jennifer, We published an article on our intranet. The article acknowledged the "tragic loss of innocent lives from the recent mass shootings at Bondi Beach in Australia and Brown University in the U.S.", confirmed all our employees were safe, and ...

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