Dan Shephard: How to Have a Planned Giving Discussion with Donors
In this episode of the Gift Planning Development podcast, Joe and sits down with Dan Shephard, head of The Shephard Group, to discuss better ways to have the planned giving conversation with your donors.
Dan Shephard: How to Have a Planned Giving Discussion with Donors
In this episode of the Gift Planning Development podcast, Joe and sits down with Dan Shephard, head of The Shephard Group, to discuss better ways to have the planned giving conversation with your donors.