The Elevator Opens: Are You Ready to Talk Planned Giving?
Planned Giving
MAY 19, 2025
Updated in 2003, 2008, 2017 and 2025. Pooled Income Fund Situation: I want steady income but also want to support a cause I care about. Pitch: Think of it like a charitable mutual fund. Retained Life Estate Situation: My home is valuable, but I still want to live in it. Originally Written in 1999. Its simple and secure.
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