Planned Giving for Financial Advisors
Marketing Planned Giving to Advisors
In a perfect world, all of your benefactors who receive your planned giving mailing will immediately decide it’s a good idea, call their advisor for the go ahead, and then make your institution a gift that changes not only the trajectory of your long-term revenue goals, but your career as well.
Viken Mikaelian
October 18, 2016
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