charitable-vehicle-distribution-scheduler

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Family office: Tracks daf, crut, crat, clt, and clat balances, required payouts, idle balances, grant recommendation packets, and trust distribution instructions.

By serenorg schedule Updated 6/4/2026

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Install via CLI

npx skills add https://github.com/serenorg/seren-skills --skill charitable-vehicle-distribution-scheduler

Repository Details

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article Path SKILL.md

Occupations

Financial Specialists all other