Charitable Strategic Planning
By Legacy Global
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Go beyond giving cash and learn how to give effectively
Internal Training for Legacy Global Staff to ensure a great customer experience.
This course discusses all of the charitable strategies professional advisors can offer their clients. Understanding these principles can help advisors find the best solution for particular situations.
In this training, donors will gain an understanding of charitable tools available to them and the many things they can do to promote, manage and continue their legacy through philanthropic activities.