Don’t let legislation paralyze your planned giving marketing efforts.
January 13, 2020 Read more
Beneficiary Designations
Most “experts” place the practice as having been birthed in the 1970s — or maybe as far back as the ’40s. So it’s safe to say the first planned gift must have been made sometime in those decades. Right?
April 6, 2019 Read more
April 15, 2016 Read more
April 8, 2016 Read more