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Charitable giving through planned giving instruments, such as bequests, charitable gift annuities and life insurance designations, has become an increasingly vital source of revenue for non-profit organizations. As donors seek to maximize their charitable impact while minimizing tax burdens, charities require sophisticated strategies to cultivate and steward these planned gifts. Enter the Planned Giving Advisory Council (PGAC)—a powerful tool for the charitable organization that harnesses the expertise and influence of external professionals to strengthen a charity’s planned giving program.
Sometimes referred to as a “Professional Advisor Network,” this group of volunteers, composed of professionals with expertise in law, finance and esta...
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