Is your Charitable Gift Annuity Program a Vital Planning Tool-- or an Albatross?
Metrics for Gift Planners: A Balanced Approach
On Second Thought: Changing the Purpose of Yesterday's Gifts
Closely Held Businesses: Gift Planning Opportunities Await
Demystifying Gifts Involving LLCs
Going from 0 to 60: A Crash Course for New Gift Planners
How to Train Your DO: Deploy an Army of Skilled Gift Planners
The Riley Case- 3 Part Session
Transformational Blended Gifts: Shifting the Organizational Culture
Why Donor Advised Funds and Supporting Organizations are a Gift Planner’s Friend