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I need some facts and figures to convince my boss that planned giving is important. Please give me a quick resource like a Power Point presentation.

First, good luck.  All the convincing in the world isn't going to make your boss smack his forehead early one morning and cry, "I get it!  I get it!  Let me google unitrusts and discover the wonderful world of planned giving!"

Joking aside, here's a great link.  At the end, you can request a Power Point version. (91% of those who've heard the presentation have given it this presentation a 5-rating; some professional advisors use it in their seminars.)

For a professional (to convince your board) presentation titled Get Your Board on Board, click here.

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Survey Results

  • 72% of fundraisers contribute to charity
  • 3.5% don’t care about politics
  • 1.6% Hindu; 5% Jewish; 23% Catholic ; 48% Protestant
  • 36% are more than happy with the salary they are earning
  • 51% do not care about earning a CFRE
  • 18% visit 101+ prospects a year, and they are the top earners (over 100K a year)
  • Highest salary is in academics, second in healthcare.
  • At the end of a hard day, a glass of wine was preferred two-to-one over a Martini.

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