Donor Estate Planning Series
We just began our Donor Estate Planning Series. We have been sharing with our partner charities ways that could begin looking for gifts that everyone could make. This includes bequests, testamentary gifts etc. This series is not meant to provide a thorough education about estate planning for you or for the donor. It is meant to stimulate thought and provide you with a way to initiate conversation that leads to planning opportunities. Each of the pieces will lead the donor a little futher down the road of estate planning. Each article will have a compliance review number so you can use this for client presentations. I have sent to each CPS a copy of the first, introductory article for your use and the corresponding GEAR number. Let us know if you have any questions.