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1 event,
I Don’t Know Anything about You…Introducing Gift Planning into Conversations with Many
I Don’t Know Anything about You…Introducing Gift Planning into Conversations with Many
Description Most often charities, their staff and Board members have no idea how to introduce gift planning into a conversation with a prospect except the occasional suggestion of including the charity in a will. This session will address that need, using scripted sentences to introduce gift planning ideas and concepts to most individuals by talking…
1 event,
Online Estate Planning: How Does It Work and How Can Your Non-Profit Use It? What Does This Mean For Estate Planning Lawyers and Financial Planners?
Online Estate Planning: How Does It Work and How Can Your Non-Profit Use It? What Does This Mean For Estate Planning Lawyers and Financial Planners?
Topic: Online Estate Planning: How Does It Work and How Can Your Non-Profit Use It? What Does This Mean For Estate Planning Lawyers and Financial Planners? Speakers Brantley Boyett - President of GivingDocs Inspired by the opportunity to improve access to estate planning through technology, Brantley co-founded Giving Docs in 2015 after a decade as…