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Unit 7 - The Gifts: Life Insurance

This Unit explores the world of Life Insurance gifts, the second-most important type of planned gift for an introductory Gift Planning program after Bequests. Learn why it is such a popular and practical way for your organization to receive major gifts through life insurance. Download step-by-step charts and a template for your basic gift acceptance policy.

On Your Way to Gift Planning

  • 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 ar