February 25, 2021 – Making It All Worthwhile: Valuation Guidelines For Planned Gifts

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12:00 pm October 28, 2021 – How My Career...

October 28, 2021 – How My Career...

Oct 28 @ 12:00 pm – 1:00 pm

How My Career Led Me to Gift Planning October 28, 2021 Rarely does someone graduate from college and declare, “I want to be a Gift Planning Development Officer. I want to help people with their wills! I want to talk with couples about Charitable Remainder Unitrusts coupled with a wealth replacement life insurance policy!” Our[...]

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