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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

  • This Unit will cover other types of planned gifts such as annuities, tangible assets, large outright gifts of cash, and many more exciting options.