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What if a client establishes a fund before I qualify as a DonorAdvisor?

April 26, 2017client donoradvisor establishes fund qualify

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What if a client establishes a fund before I qualify as a DonorAdvisor?

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You can work with a client to establish a Global Gift Fund immediately; however, you will not be qualified as the DonorAdvisor for that account until you take the self-study course and exam.