Tag: sec

 Category Charitable Gift Annuities, Planned Giving Related News Stories, Uncategorized

Planned Giving Criminals?

jgudema

March 13, 2013

Oh, yes, there are a few. For now, this story seems to have flown under...

 Tags cga, gift annuities, planned giving criminals, sec

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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