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Planned & Estate Gifts I

4.0 CFRE Credits

Participants will begin with a basic introduction of planned/legacy gift terms, potential uses and benefits, and a flowchart of how to connect planned giving with donor interests. This session will be focused on structuring a planned giving program with timelines, budgets, and resources. 

Earlier Event: October 21
AFP Donor Retention
Later Event: December 16
Planned & Estate Gifts II