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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

  • In this unit you will learn about the importance of tracking your progress by measuring activities, not revenue.  You will also learn more sophisticated ways of monitoring the program.