Documents Bedeviled By Bequests? How to Integrate the Bequest Conversation and Be Successful FLF Training –....

Slide 1 Bedeviled By Bequests? How to Integrate the Bequest Conversation and Be Successful FLF Training – Tuesday, January 29, 2013 Slide 2 Why do we care about estate…

Documents Workshop 2 – February 20, 2013 Board Engagement, Prospecting and Marketing Presented by: Bryan...

Workshop 2 â February 20, 2013 Board Engagement, Prospecting and Marketing Presented by: Bryan Clontz, CFP®, President Charitable Solutions, LLC Agenda Quick Summary…

Documents Bedeviled By Bequests? How to Integrate the Bequest Conversation and Be Successful

Bedeviled By Bequests? How to Integrate the Bequest Conversation and Be Successful FLF Training â Tuesday, January 29, 2013 Why do we care about estate gifts? Stewardship…