Gift planning insights to build a plan for your future
The Gift Planning Blueprints blog offers planning insights, charitable giving news and stories of inspiration to help you plan for your future.
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Naming a charity as a beneficiary of your retirement account can be an effective way to make a future gift with a lasting impact. But be sure to take the step of notifying those beneficiaries of the plans you have made. Understandably, you may have reasons to keep this information private from some beneficiaries, but […]
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