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How do I get started with lending?

If you’re interested in lending to other family members, then the best place to start is by scheduling future gifts to them. Then under your Preferences you can turn on the ability for your family to borrow against your future gifts. You can also setup interest rates, and other settings in the same place. It’s all automatic from there!

Similarly, if you’re interested in borrowing from other family members, then they first need to schedule future gifts to you. We recommend you start under the Family menu, and Search For Family, and invite them to join you on Legacy!