itonewbie
Level 15

You need to find out from your client what the name of the fund is and type that into the field "Name of school, organization, or charity".

You do need to choose the code 20726, which should correspond with Umbrella Charitable Organization Fund, but it is simply not coded into AZ 321 right now.  Let's see if the moderators could help.

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Still an AllStar

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