Contributions can be made directly to the custodian account where the funds are custodied, or they can send the contribution to ImpactAssets. If your client sends the additional contribution directly to the custodial account, be sure to inform ImpactAssets so we can properly record and provide a tax receipt acknowledgment letter.
When our mutual client makes an additional contribution to their professionally managed account, should they send the donation to me as their advisor, or ImpactAssets? Print
Modified on: Wed, Sep 29, 2021 at 6:35 PM
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