Avoiding Legal or Tax Advising
The following statement should appear on every deferred giving pamphlet, form, or draft of a legal document provided by the College:
“Rhodes College, through this pamphlet (or form, document, etc.) or otherwise, is not engaged in rendering legal or tax advisory services. Individuals considering estate gifts to the college should obtain the services of a financial advisor (an attorney or Certified Public Accountant or CLU).”
In effect April 26, 2004.
Vice President for Development.