System and method for donor-directed asset management
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United States of America Patent
Stats
-
Sep 22, 2009
Grant Date -
Aug 19, 2004
app pub date -
May 28, 2003
filing date -
Feb 14, 2003
priority date (Note) -
In Force
status (Latency Note)
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Abstract
Methods and systems for facilitating donor-directed asset management are provided. In one embodiment, a program agreement may be established between a donor and a donee and an asset may be donated from the donor to the donee. The program agreement may specify, among other things, a period of time for investing the asset. The donor may invest the asset after donating it to the donee according to the terms of the program agreement. The investment of the asset may be monitored by an administrator to help ensure compliance with the program agreement. When the period for investing expires, the donor may relinquish investment control, and the asset and any proceeds realized by its investment may be transferred to the donee.
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