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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 discover why gifts of appreciated securities are a wonderful way for donors to make major gifts to your organization with favourable tax outcomes.