'Estate gifts' diaporamas de présentation

Integrating Estate Gifts into Planning

Integrating Estate Gifts into Planning. Integrating Estate Gifts into Planning. Eddie Thompson, Ed.D ., FCEP Founder & CEO eddie@ceplan.com Ben Powell, FCEP Senior Vice President ben@ceplan.com Thompson & Associates Brentwood, TN www.ceplan.com. Matthew McBurnie , MBA, CEP, FCEP

490 views • 40 slides

Higher Education Fund Raising

364 views • 19 slides

PLANNED GIVING MADE EASY

PLANNED GIVING MADE EASY. Money for Our Movements Conference August 12, 2012 Stan Yogi Senior Consultant Klein & Roth Consulting. Key Points. Relationships Patience Persistence No need to be an expert Organizational mission. Agenda. Why Planned Gifts? Groundwork

362 views • 16 slides

Establishing A Planned Giving/Blended Giving Program Starting with Bequests

Establishing A Planned Giving/Blended Giving Program Starting with Bequests. Overview By Mike McKelvey. Overview. Four Reasons Why Nonprofits of All Sizes Should Seek Bequests Myths about bequest programs: 10 Common Questions by Boards/Executive Leadership

166 views • 16 slides