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Applying cash gift to a Planned Gift for a 2 person Gift Annuity

Last post 10-06-2009 2:01 PM by Susan Corey. 0 replies.
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  • 10-06-2009 2:01 PM

    Applying cash gift to a Planned Gift for a 2 person Gift Annuity

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    We have a cash gift to apply to a 2 person gift annuity.  The person who has the gift annuity record is deceased.  The spouse is alive and was soft credited with the gift annuity.  We would like the cash gift to be on the live person's record, but we can't apply it because the live person doesn't have the planned gift on their record.  Any suggestions?
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