Planned Giving: Who, What, Why, When, Where
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Last modified 9/2/10 at 9:12 AM by guestinnovation.
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Wondering if it's the right time to start a planned giving program at your organization? In her presentation "Planned Giving: Who, What, Why, When, Where...” Susan D. Edwards, Esq., CPA discusses the basics that need to be in place for a planned giving program to make sense. She also covers:
• Donor motivations for making planned gifts
• Best planned giving prospects
• Planned giving vehicles/types of gifts
• How to address donor's planned giving concerns
Download the full presentation below.
