The Elevator Opens: Are You Ready to Talk Planned Giving?
Planned Giving
MAY 19, 2025
The key is to make it conversational and informal, not like a fifth-grader reading a book report to the class. LIFE INSURANCE Donate a life insurance policy you no longer need. Practice it. Have more than one. Because you’ll use them everywhere: At a reunion. At a legacy society luncheon. At a party.
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