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Navigating the Legal Landscape of Planned Giving

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Step into the world of planned giving with confidence and clarity! Our newest resource, “Navigating the Legal Landscape,” is your go-to resource for making sure your planned giving program sticks to the rules while maximizing its potential. Learn the legal ins and outs of bequests, charitable remainder trusts, and gift annuities without the jargon. We break it down, offering clear, actionable steps to avoid common pitfalls and stay updated on ever-changing regulations.

Gain insights on the tools and tips to navigate the legal landscape of planned giving.

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Estate Planning Resources to Educate Your Nonprofit’s Donors

Empower Your Donors With Free Estate Planning Education

As a planned giving professional, one of the most powerful ways to engage donors is by helping them take the first step in securing their legacy. That’s why we’ve created a comprehensive, donor-friendly guide to estate planning: Starting Your Estate Plan: What to Know. This curated collection of educational resources includes articles, checklists, and FAQs that cover everything from when to start an estate plan, to common misconceptions about wills and trusts. Each piece is designed to demystify the process and equip your supporters with the knowledge they need to make confident, informed decisions—no legal jargon involved.

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