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Education and Training
Focus, Focus, Focus: Rethinking Your Planned Giving
Marketing Strategy
Presenter: Thomas W. Smith, The Vermont
Community Foundation, Middlebury, VT
(Broadcast date: 4/21/04)
Program Description
Gift planning has become increasingly complex, with new
variations of standard gift vehicles, sophisticated investment
strategies, lengthy disclosure statements, and tax laws that are
constantly changing. Are we going in the right direction?
Perhaps focusing on doing things simpler, smarter and cheaper
would lead to improved results. This session offers ideas on how
to use lessons from the business world to increase gift
production.
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