Search for tag: "funds"

Lunch & Learn Featuring Pat Roenigk Top 10 Tips for Planning a Gift to Penn State

Gift planning is an art that combines financial planning, estate planning, and tax planning techniques to enable donors to make gifts of surprising significance, often with dramatic tax and financial…

From  Lindsey Zapletal 0 likes 6 plays 0  

SIMBA Snip-it: Funds Management–Earmarked Funds Overview

Topics Include:Earmarked Funds Journal Create Funds Reservation Upload Funds Reservation

From  Carly Smith 0 likes 54 plays

FIN 420 - Morningstar

From  Jon Gunnell 0 likes 498 plays 0  

February 22, 2019 SIMBA Session

Spotlight Topic: Funds Management and Budgeting Join Debbie Meder for our SIMBA Session, a continuing series of live webinars to provide updates and information about the SIMBA project and answer…

From  Amanda Pastore 0 likes 8 plays