Demystifying Planned Giving, Part II. Presented to the Rabbinical Assembly

Demystifying Planned Giving, Part Deux Rabbinical Assembly Delivered by Tony Martignetti, Esq. Martignetti Planned Giving Advisors, LLC February 3, 2011

Where We’re Headed ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Recap Last Week ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Recap Last Week ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Advanced Gift Life Insurance Ownership ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Life Insurance Ownership Who Are The Best Prospects ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Advanced Gift Retained Life Estate ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Retained Life Estate Who Are The Best Prospects ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Where We Are ,[object Object],[object Object],[object Object]

Marketing & Promoting Your Program ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Marketing & Promoting Your Program ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How To Talk To Your Board ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How To Talk To Your Board ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How To Talk To Your Congregants ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object]

Working With Donors’ Professional Advisors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Stewardship ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Recognition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What We’ve Seen ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Continuing Ed. ,[object Object],[object Object],[object Object],[object Object],[object Object]

Demystifying Planned Giving, Part II. Presented to the Rabbinical Assembly

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Demystifying Planned Giving, Part II. Presented to the Rabbinical Assembly