PlannedGiving.com is an informational site of the Planned Giving Policy Manual.
The manual is designed to simplify and jump-start the otherwise difficult task of
drafting policies. Be sure to inspect the manual to see some sample pages.
 | 50 page word processing document. | |
| On diskette for quick & easy personalization. | |
| Full refund if not completely satisfied. | |
The manual includes Suggested Policies and Procedures, plus Marketing
Concepts, Tax Issues, and graphic illustrations for each type of planned gift. It is
in a unique 50 page desk manual format.
PlannedGiving.com
a service of
T. Joseph McKay, JD, CPA, CLU
44810 Galway Drive
Northville, MI 48617
1-888-563-6252
