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Unit 2 - Getting Started

In this Unit you will discover if your organization is ready to begin, and about gift planning vocabulary, how to obtain internal support (an advocate) and how to download a step-by-step chart outlining the various steps as you move along the gift planning spectrum.

On Your Way to Gift Planning

  • In this Unit you will discover if your organization is ready to begin, and about gift planning vocabulary, how to obtain internal support (an advocate) and how to download a step-by-step chart outl