video1.0<iframe src="https://www.loom.com/embed/9676e9f086f245e5a818288c7946a0f7" frameborder="0" width="1966" height="1474" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14741966Loomhttps://www.loom.com14741966https://cdn.loom.com/sessions/thumbnails/9676e9f086f245e5a818288c7946a0f7-01fdf28e07080962.gif452.369Hey there, Charitable Bank Client! In this video, I outlined the next steps for your charitable bank, focusing on the business portion first. You'll need to upload your documentation for 2025 and complete a questionnaire to help streamline the process. It's crucial that you provide all relevant financial statements, supporting documents, and tax returns to ensure we have everything we need for your tax filing. Please take action by uploading your files and filling out the questionnaire as soon as possible, and feel free to reach out if you have any questions!