How to Launch a Planned Giving Program: A Step-by-Step Guide
Planned Giving
MAY 12, 2025
” Life Insurance Gifts : “Making our organization the beneficiary of a policy you no longer need.” Begin with : Bequests Beneficiary designations Life insurance IRA rollovers Then grow into real estate, complex trusts, and life income gifts. Later, you can expand. What small update can I make to our messaging?
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