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Planned Giving 102: Building a Basic Planned Giving Program

Friday, February 24 - 10:00 to 11:15 a.m.

Live Streaming on Zoom

This session dives into types of planned gifts including bequests, gifts of stock, life insurance, and IRA charitable distributions.

Planned Giving 103: Marketing for Planned Gifts

Friday, March 31 - 10:00 to 11:00 a.m.

Live Streaming on Zoom

This session focuses on marketing strategies for planned gifts, from legacy societies to comprehensive marketing programs.