Engaging Estate Planners & Other Professional Advisors – Tips & Best Practices
Via Zoomhttps://vimeo.com/738664269/dc3374b9be What are the best ways to engage estate planners and other professional advisors about annual and planned giving? What is the appropriate role for a development officer to play when a donor suggests that he or she would like to make a gift? What are the common ethical rules that estate planners and other… Read more »