Put it to work today. Your successors will thank you.
Everything you need to persuade your boss or your board to invest in marketing the ultimate “win-win” gift plans.Download the Microsoft Word document.
RELATED:
Includes
- Instructions and Cases
- Memo to Boss or Board
- Retirement Plan Beneficiary Letter To Donor Prospects
- Letter of Intention from the Donor
- Letter to Plan Custodian Requesting Distribution According to Donor’s Wishes
- Example