Wouldn’t it be nice to have a reliable source of answers to the questions that stump you?
That’s what you’ll find here: the answers to commonly-asked and even some uncommonly-asked questions on a variety of subjects:
- Your Prospects’ Questions
- Gift Plan Details
- Tax Details
- IRA Rollover
- Real Estate
- Planned Giving Websites
- Mineral Rights
Moderating these sections and answering the questions is our team of planned giving thought-leaders:
- Viken Mikaelian
- Brian M. Sagrestano, JD, CFRE
- Vince Fraumeni
- Chase Magnuson
- Betsy Suppes
The one most important question that always comes up from your boss and board is: how important is planned giving? You may want to start there. Feel free to use the article as long as we are cited as the source.
Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.