[Spridgets] Frankie V Fund

[Macy Larry]

I am in the process of creating a fund in Frankie V's name at PNC. This is a memorial fund and can be used by Frankie IV to open a 529 for Frankie V later (a 529 can only be opened by a family member). All you would have to do is mail a check to PNC with the fund name and it goes right into it.

Sending money direct to the family has an adverse tax issue for them, not for you. 

Other options, if you do not want to wait for later in the day for me to get the fund created and the info for it, would be a Savings Bond (that was Theresa's idea).

I will post back to the lists as soon as I have the account open.

Thanks

Larry

-- 

Larry B. Macy, Ph.D.
macy at upenn.edu
Senior IT Program Director
Neuropsychiatry Section
Department of Psychiatry
University of Pennsylvania
3400 Spruce St. - 10 Gates
Philadelphia, PA 19104

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