Missing Document

Missing Document

Forum topic posted in Forum on 25 January 2010| comments
audience: | last updated: 25 January 2010
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Joined: 09/21/2009
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A client died and was making gifts annually from a family foundation that was established 50 years ago. We are unable to find the document creating the foundation. It was not created in a will nor filed with the state. We have contacted the IRS but have not received a response. Any thoughts on what alternatives we may have? Is it possible to just roll the assets into a donor advised fund with a community foundation and distribute the balance?

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