Client
How many clients does CCK Bequest represent
Seven (DAV, MDA, Oxfam, VFW, AWF, WIK, & MSF)
see pg. 3
What is the "Type of Contact" we use when inputting individuals receiving more than $50,000 in the Case Contacts section?
Significant Beneficiary
see pg. 8
What is the website we use to find more information on a person?
PeopleFinders
see pg. 27
What does Admin name a document when it is saved to a case?
YYYY.MM.DD Decedent Last Name, First Name
see pg. 19
Where do checks payable to Wikimedia Endowment get mailed to via USPS?
Tides Foundation Los Angeles, CA
see Mailing Checks for Wikimedia
Daily Double!
If a receipt needs to be signed before a notary or witness in an MDA, WIK, or AWF case, who signs?
Lindy signs as POA
see pg. 18
When a gift is restricted, what is the first thing the Case Primary should do?
see pg. 13
Who do you tag in a task when you need to request a check in Filevine?
Connor Morrison (@cmorrison)
see pg. 28
Which hopper do you use to send mail out?
Outgoing Correspondence (@hopperoutcorrespo)
see pg. 24
What discounted rate percentage do we use for beneficiary designations?
90%
see AWF Memo
Which clients do we e-sign for?
DAV, MDA, AWF, & WIK
see pg. 18
If Case Primary knows approximately how much client will receive but timing is speculative, how far out should they push the anticipated date of distribution in the Distributions section?
6-9 months
Which client requests the original gift instrument naming them?
VFW
see pg. 26
Is mail date stamped with the date mail is received or the date of the document?
Date mail is received
see pg. 19
If MSF is anticipated to receive over $1,000,000 in a case, what should Case Primary do?
Notify LKN or CMC so they can reassign it to themselves
see MSF Memo
Which clients do we send thank you notes for?
DAV, CST, MDA, Oxfam, and VFW
see pg. 30
What should Case Primary do when Admin notifies them of a distribution?
What language do we strikethrough on Receipts?
Indemnification and/or hold harmless and/or CA Civil Code 1542.
see pg. 16
Within how many days should Case Primary review incoming mail?
2-3 days
see page 19
What dollar amount does MSF use when they don't have any financial information?
$134,338
see MSF Memo
What is the first thing a Case Primary should do when they have a new Oxfam International case?
Email Tim to confirm Oxfam America is accepting the gift and CCK should handle the bequest.
see pg. 15
What information should Case Primary be discussing with Attorney in $100K+ cases?
Client, Amount at stake, Status of administration, Last time case primary spoke with contact, and red flags
see pg. 14
What do we send via encrypted email?
wire transfer info, licenses, SSN #'s, and any other personal information.
see pg. 22
Daily Double!
If you need something mailed out after 3:30pm that is #URGENT, who should you Teams Message?
Sabina and Rose or if both are out Michelle DeTore.
see pg. 25
In AWF cases, how and where do we save booking documents?
Booking documents are saved in the Booking Documents folder with the bookable amount highlighted.
see AWF Memo