Making the Planned Giving Ask – Tools & Tips
LinkedIn Twitter Facebook Download The majority of planned gifts are received by non-profit organizations through bequests and over 70% of them are
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.
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LinkedIn Twitter Facebook Download The majority of planned gifts are received by non-profit organizations through bequests and over 70% of them are
Planned giving isn’t a one-size-fits-all. Learn how you can communicate with each age demographic effectively with our tailored templates.
Our templates into the mechanics of effective messaging, balancing the technicalities of stock donations with the emotive appeal of contributing to a cherished cause.
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