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You Will Learn
- How to evaluate individual situations and recommend the best planned giving techniques in concert with the client's goals and objectives
- How charitable techniques can enhance basic and advanced estate planning
- How to minimize taxes and optimize income
- The interplay of gift modeling and importance of investment management
- The role of gift planning in estate planning
- How to formulate and execute a marketing proposal
- How to select effective internal gift arrangements
- How to determine the cost-effectiveness of a planned giving program
- How to build a strong administrative team to deal effectively with a diverse range of organizational challenges
- And much more!
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