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Tag: legacy society

 Category Legacy Society Events, Uncategorized

Annual legacy society luncheons: more valuable than you might realize!

jgudema
March 7, 2012
Check out this short blog post from my friend Phyllis Freedman at SmartGiving: http://www.smart-giving.com/plannedgivingblogger/bequests/dont-know-much-about-geography/ It...
 Tags annual legacy society events, legacy society
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Planned Giving Advisors

We designed our planned giving service to be comprehensive (covering legal, marketing, coaching, etc…) and cost effective. Our goal and methods are simple: we enable nonprofit staff to create a strategic approach to their unique circumstances, coach you through the challenges in implementing your program, and are always ready to get directly involved in helping you close a planned gift.

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  • Cautionary tale – Do you need to update a Power of Attorney when you change state of residence? May 14, 2024
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