Community Initiative 1.0 - “Create a Legacy" Challenge


  • Q: Can clients change their beneficiary designation?

  • A: Yes, every client will retain the right to designate where a portion of their yearly promotional fee is directed. While we don't anticipate new designations to happen often, you can choose to offset this possibility by letting each business designating your organization as a beneficiary know that their choice is appreciated. A simple thank you note is often an excellent gesture.