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Conversation & Coffee - August 16, 2023
Charitable Beneficiaries of an Estate or Trust: Understanding a charity's rights and the probate and trust administration process
Conversation & Coffee - July 19, 2023 - Slides
Metrics Made Manageable: Making Planned Giving Data Work for You
Conversation & Coffee - July 19, 2023 - Outline
Metrics Made Manageable: Making Planned Giving Data Work for You
Conversation & Coffee - June 21, 2023
Beneficiary Designations: Charitable Bequests Without the Fuss
Knowledge @ Noon - May 3, 2023 - Slides
A Better Data-Driven Approach to Identifying Top Prospects
Knowledge @ Noon - May 3, 2023 - Outline
A Better Data-Driven Approach to Identifying Top Prospects