Patricia Zeiler
My feedback
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During this years' audit when preparing the fund balance report between TR & UR any new funds opened with $0 report is not pulled into the FB report. It would be extremely helpful to include ALL funds, so that our auditors can actually identify new funds so they can test the controls properly. There are times when we have very old funds reopened and are used again. Also, would like to have ALL planned gifts pulled into the report due the timing of when a new fund was opened and when the donor passes away.