Brief Case

Various Downloadable Resources

Excel Census Collection
Feature Filled Data Collection

For those sponsors who prefer filling out a spreadsheet, this excel provides data checks, counts, instructions, FAQs, basic and advanced data fields. Take and customize if needed.

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CARES Notice 20-61 Discounted Contributions

Per IRS notice, this excel file uses the interest discount method to determine the present value of contributions. Take and customize if needed.

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