splitting funds
A large endowment fund started by one family will need to be divided into 5 smaller funds after the patriarch dies. It's not just splitting the assets 5 ways, its also keeping the donation history so all spendable balance calculations continue as per the original fund. CS needs a way to split funds: assets, history, everything. Way more than transferring assets.
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Brent Winkelman
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Brent Winkelman
commented
Fully agree. All the spendable math needs to be split proportionately with the assets.