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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Succession Instructions

  1. Log In to GiveWise Giving Fund

  2. Navigate to My Profile in the top right-hand corner

  3. Choose "Successor" from profile options

  4. Allocate distribution of Giving Fund between Successor Advisor and Charities

Unlock all the benefits of GiveWise—visit GiveWise.ca

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