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The top documents tagged [gift planning slide]
Documents
TRACY GARY, Founder of Inspired Legacies and PHIL CUBETA, CLU, ChFC, MSFS, CAP Sallie B. and William B. Wallace Chair in Philanthropy at The American College
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Financial Planning Association – Dallas Chapter November 12, 2013 Dr. Jeffrey W. Steed, MBA Senior Director of Gift Planning The University of Texas at
217 views
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What is the Financial Justification for Your Gift Planning Program? Richard W. Lawrence Executive Vice President & Chief Operating Officer Kristen L. Dugdale
215 views