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Unit 4 - Getting Basic Systems in Place

In this unit you will discover the importance of gift acceptance policies and why having such policies in place helps you.  You will also learn about working with professional advisors and how to find them. You’ll also have a chance to view things from the perspective of an advisor and discover how helpful they can be in the success of working with your donors.

 

On Your Way to Gift Planning

  • In this Unit you will discover why gifts of appreciated securities are a wonderful way for donors to make major gifts to your organization with favourable tax outcomes.