1,050 Words
Brochure demystifies planning for at-death gifts and relates them to prospects’ own estate planning.
$525.00
In stock
Brochure demystifies planning for at-death gifts and relates them to prospects’ own estate planning.
Clear, accurate overviews of bequests (with sample language included), gifts of retirement plan assets and life insurance (give surplus policy outright; make revocable designation of your organization as beneficiary), and charitable lead trusts.
Planned giving marketing downloads and back-office tools.
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