designated beneficiaries
This has NOT been implemented per previous post:
We have multiple funds that either roll some or all of their spendable back to the principal balance of the SAME FUND each year to grow the fund or for a specified amount of time (until the donors' death for example). Currently, you can not select the SOURCE fund as the BENEFICIARY fund; it has to go to ANOTHER fund. It would be nice to be able to automate these grants annually instead of manually moving money from Spendable to Principal.
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Eric
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