Hard and Soft Crediting for Different Kinds of Trusts
Rachel Kauer
Community All-Star
Hi all,
At your organization how do you hard credit or soft credit the following different types of trusts?
- Family Trusts
- Revocable Personal Trusts
- Living Trusts
- Any other kinds?
If you treat them all the same, or some of them differently, why? Is it for audit/financial purposes or strictly fundraising?
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