Screen Donee - Donee and Trust Beneficiaries (709)

Information

Relationship
Enter the gift recipient’s relationship to the donor (for example: friend, child, or grandchild).
Name and Address
If a spouse is a recipient, their information copies from the 709 Screen. For gifts given through trusts, enter each beneficiary’s name and address. Then, on the Trust Screen, enter the name and address of the trust and select the beneficiary(ies) in the
Beneficiary(ies)
statement.
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