How to Launch a Planned Giving Program: A Step-by-Step Guide
Planned Giving
MAY 12, 2025
industry average) Executive Director’s Reflection: “The transformation went beyond fundraising. Begin with : Bequests Beneficiary designations Life insurance IRA rollovers Then grow into real estate, complex trusts, and life income gifts. Document your flexibility, but use the word “suggested” to allow discretion.
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