Trust Fund # 1215 - Name Change: The Legacy Giving Account Melissa Goodman
Resolution text
Resolved, that Trust Fund # 1215, Haywood, Thompson, Williams Estate Fund be renamed to “The Legacy Giving Account Melissa Goodman” as per a request from All Saints Episcopal Church in Concord, NC.
Resuelve que el fondo fiduciario nº 1215, Haywood, Thompson, Williams Estate Fund, pase a denominarse «The Legacy Giving Account Melissa Goodman» a petición de la All Saints Episcopal Church de Concord, Carolina del Norte.
Explanation
Trust Fund # 1215, The Legacy Giving Account Melissa Goodman (2019)
This fund was established with $137,990.00 which was transferred from trust fund # 1076 as an investment account for All Saints Episcopal Church in Concord, NC. This is a custodial-type fund, meaning that DFMS is not trustee for these funds but as custodian is providing the owner (All Saints Episcopal Church in Concord, NC) with access to investment management through DFMS endowment. The owner may add to or withdraw principal funds at its discretion. On March 19, 2024, the Treasurer of All Saints Episcopal Church requested the name change as documented in the Vestry’s minutes.
Fondo fiduciario nº 1215, The Legacy Giving Account Melissa Goodman (2019)
Este fondo se estableció con $137,990.00 que se transfirieron del fondo fiduciario # 1076 como una cuenta de inversión para All Saints Episcopal Church en Concord, NC. Este es un fondo de tipo de custodia, lo que significa que la DFMS no es fideicomisario de estos fondos, pero como custodio está proporcionando al propietario (All Saints Episcopal Church en Concord, NC) el acceso a la gestión de inversiones a través de la dotación de la DFMS. El propietario puede añadir o retirar fondos principales a su discreción. El 19 de marzo de 2024, el Tesorero de la Iglesia Episcopal de Todos los Santos solicitó el cambio de nombre como se documenta en las actas de la Junta Parroquial.