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Insurance Gifts - Are You Really Getting a Gift?
Presented by: DeWayne Osborn
The gift of insurance is a very powerful way to leave a legacy of caring, and there are thousands of advisors promoting insurance to their clients. In some cases, the advisor is using planned giving as the basis of their recommendation. The problem: is your organization really getting a gift? This session will show you how to assess whether or not the proposed gift makes sense for your organization to receive. Common mistakes will be illustrated and suggested gift acceptance policy statements will be presented and discussed.
Institute accredited CE (1.0 credit)
