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Increasing and Preserving Revocable Gifts
Erik Dryburgh
Most planned gifts are bequests or beneficiary designations, and unfortunately a rather high percentage of them are never realized by charities. This session does two things: first show that there are other types of revocable gifts (revocable charitable remainder trusts, for example) that may be suitable for donors, second show how to do a better job preserving existing revocable gifts.