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Unit 6 - The Gifts: Bequests

This unit give you all the necessary elements for starting up a solid bequest program including a step-by-step chart on processing bequest.  Look for insiders’ tips and resources from around the world including estate administration, legacy societies, helpful templates and recent research.

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.