The Beacon

Donor Tools For Planned Giving


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In this episode of The Beacon Podcast, Jeff Jowdy and Bill McMorran, founder, senior partner and planned giving consultant with Green Oak Consulting, discuss the tools donors can use when making a planned gift. Bill shares:
• The different mechanisms donors can use to make a planned gift
• The differences between those mechanisms
• How these tools benefit both the donor and the nonprofit
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The BeaconBy Lighthouse Counsel