Split Interest when not the trustee
Could you add an option to record a split interest agreement where we (the organization with C-Suite) is not the trustee? This would record the receivable, but not the liability/regular payment portion. It would be very helpful to designate those separately from pledges, especially since the split-interest agreements often exist for an unspecified period of time (such as a life).
Anna Wagner
shared this idea
Hello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you