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Mission: Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning
Vision: We envision an enriched community where leaving a legacy through charitable gift planning is the social norm
Core Values: Integrity, Generosity, Innovation, Collaboration, Engagement, Community
Charitable Gift Planning Resources
Planned Giving Tools | Planned Giving Policies Sample Gift Acceptance Policies | Planned Giving Marketing |
| Advisory Board Resources | Recommended Reads and Reviews How to Write a Letter of Instruction | Directory |
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