arrow_back
RE: Rockefeller University pledge
5 messages picture_as_pdf Source PDF
E
Eileen Alexanderson Oct 2, 2014 3:01 PM
To
jeevacation@gmail.com
Please see attached. This has not been returned to Rockefeller. How do you want wording of "donors" to read?
J
jeevacation@gmail.com Oct 2, 2014 3:18 PM
the letter should be modified to include the foundation as pledgor
E
Eileen Alexanderson Oct 2, 2014 4:17 PM
To
jeevacation@gmail.com
Done, and then I should proceed to transfer stock from the trusts?
J
jeevacation@gmail.com Oct 2, 2014 4:19 PM
trusts to foundation -yes
E
Eileen Alexanderson Oct 2, 2014 8:24 PM
To
jeevacation@gmail.com
Ok,just to remind you, they go to Leon first and then to the foundation. Rich said he believes the stocks being contributed into the foundation should get booked into Leon's account before going into the foundation account. Agree? Otherwise we can use a routing document.
