[Spridgets] [EasternOshitGroup] Frankie V Fund

Kevin Valentine kevinv1275 at gmail.com
Thu Apr 14 08:38:42 MDT 2011


Larry,

Thanks for setting this up.

Kevin V.
Tuscarora, Pa



On Apr 14, 2011, at 10:28 AM, Macy Larry wrote:

> 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.


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