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Legacy Planning Programs

Legacy giving enables philanthropic individuals to make larger gifts to charitable organizations than they could make from ordinary income. As leaders in the industry, you have the opportunity to guide your donors in this gift giving process. Planned giving is easy, and more importantly, it works!
In this seminar, we will share stories of everyday people making extraordinary differences as a part of their legacy plan – while both supporting their loved ones and making a positive impact on the charities they cherish.

You will leave the session with a practical understanding of how charitable tools can be applied to a variety of unique circumstances, as well as how a Legacy Planning Program can drastically re-shape the landscape of your community.

Come hungry and ready to learn. Leave equipped and encouraged!

Join us on November 13th at 12:00pm or 5:30pm.

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We send out a free email newsletter full of resources, planned giving case studies, and observations about what's happening in philanthropy. We'll help you leave a more meaningful legacy⁠—both personally and professionally⁠—and we won't overdo it. We promise!