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Business Untapped Referral Sources by Brokerville referral-sources

1. Untapped Referral Sources by Brokerville www.brokerville.com 2. CPAs and Attorneys okay, but…… • Every advisor is courting them • Some are in competition with…

Economy & Finance Crescendo 2012 Conference Prospect Research for Planned Gifts

1. Prospect Research for Planned GiftsKATHERINE E. SWANK, J.D., SENIOR CONSULTANTTARGET ANALYTICS®, A BLACKBAUD® COMPANYSEPTEMBER 2012© Blackbaud 2012 Katherine Swank…

Documents Charitable.planning

1. “ Client Focused” Charitable Planning By: Roccy DeFrancesco, JD, CWPP, CAPP, MMB Founder:The Wealth Preservation Institute Co-Founder:The Asset Protection Society…

Documents Fundraising with Individuals Annual Giving Special Events Capital Campaigns Major Gifts Thomas P....

Slide 1Fundraising with Individuals Annual Giving Special Events Capital Campaigns Major Gifts Thomas P. Holland, Ph.D. Professor UGA Institute for Nonprofit Organizations…

Documents Concorde style concierge. Your health fears will be gone, by guaranteed, immediate access to the...

Slide 1concorde style concierge Slide 2 Your health fears will be gone, by guaranteed, immediate access to the best specialists and hospitals in the world. The future of…

Documents . By: Lindsey Gibbs Location FamousFamous ForFor Food Attractions Museums Festivities Language...

Slide 1. By: Lindsey Gibbs Location FamousFamous ForFor Food Attractions Museums Festivities Language Schools LocalLocal HolidaysHolidays Weather Culture Sister Cities Sports…

Documents Buhay Katiwala. SPIRITUALITY The Source, the well that gives me life… The Source, the well that...

Slide 1Buhay Katiwala Slide 2 SPIRITUALITY The Source, the well that gives me life… The Source, the well that inspires me… The Source, the well of my vitality… The…

Entertainment & Humor Lifes Romance (Play the embeded video link from my slide comment)

1.My Three Associates2. Marx triplets 3. Original Gift The Silent Talent 4. Ben Turpen The Eyes of Comedy 5. Chaplin & TurpenRomance of 1920’s 6. Timeless Two of a…

Documents UPMIFA Training 01-28-09 with Q

1. Uniform Prudent Management of Institutional Funds Act (UPMIFA) Presented by CSU and KPMG LLP 2. Topics Background UMIFA vs. UPMIFAFAS 117-1 Endowment of Not-for-Profit…

Spiritual Endowment workshop

ENDOWMENT WORKSHOP A presentation brought to you by the United Methodist Foundation of the Northwest My Grandson, Rayce What can I say? Iâm cute. Definition Endowment [en-dou-muhnt]…