PDF - Designing an Effective Planned Giving Program

Designing an Effective Planned Giving Program

The United States is in the midst of the largest wealth transfer in history. To significantly benefit from this trend, nonprofit organizations should work with an experienced wealth management and trust firm to develop a comprehensive planned giving program.

The right planned giving program can offer nonprofits opportunities to grow and be more successful faster and more easily. The wealth management experts at Key Private Bank share their thoughts on designing an effective planned giving program and how it can help your nonprofit organization.

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