1. The exchange process:
2. Gifting Statement — fill in with the necessary details, get it witnessed and/or notarized.
3. Here is a sample spreadsheet with the international rates and the suggested contract rates. Obviously you need to plug in your own amounts in column A.
4. One-page project summary: contact, title of project, amount requested, summary of problem, summary of possible solution, those who benefit
5. Sample form to CONVEY currencies into a trust — this must be done BEFORE the RV if you plan to exchange directly into the trust. It’s the equivalent of a gifting statement.
Have fun writing your plan and getting your bank folder together!
Dr Kyre Adept Email : drkyre.com