Planned Giving Insights and Information

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Using Planned Gift Projections Wisely

Posted by Bill Laskin on October 16, 2012

Planned giving software makes it very easy to estimate the benefits of a particular gift plan over its expected life. Just plug in the facts of the gift, make some simple assumptions about future investment returns and the duration of the arrangement, and voil√†, out comes a presentation that describes the projected benefits of the plan in convincing detail.

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Topics: Planned gift projections, investment assumptions, working with donors

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