Beyond the Grave: Balancing Confidence and Flexibility in Gift Planning

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Balancing Confidence and Flexibility in Gift Planning By:  Adam Aptowitzer One of the unstated pillars of gift planning is to find ways of assuring a donor that his/her wishes will be carried out after death.  Unfortunately, this can be a double-edged sword. While it may help convince a donor to give now the future needs of a charity can be difficult to anticipate. Consequently, it is important to balance flexibility with respect for the donor’s wishes when discussing gift planning arrangements. Typically when donors are…

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