Published since 2001
Updated at least once a year.
Comprehensive booklet which includes a foldout gift comparison chart.
Any planned gift is a major gift. Educate everyone.
Inform donors how planned gifts work. Often used to distribute at Legacy Society events.
(Note: Images and sample page downloads (PDF) above may not reflect the most recent version that will be mailed to you.
That is, you will receive the most recent updated version.)
AUTHORS AND CONTRIBUTORS:
Camilyn Leone, ESQ; Dr. Scott Janney, CFRE; Meredith Sossman, ESQ. CFRE; M. Elizabeth Leverage, JD; T. Joseph McKay, JD; Brian M. Sagrestano, JD, CFRE (decd.); Viken Mikaelian; John S. Foster, Esq.
Planned Giving Myths & Facts
Estate Plannning Stats
Planned giving marketing downloads and back-office tools.
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