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Cole Eason picture
Planned Giving for Financial Advisors
Patrick O'Donnell

Getting Advisors on Board

Cole Eason, JD, is Vice President of Advancement at the Truman Heartland Community Foundation, where he works with donors and advisors to encourage philanthropic partnerships. We recently sat down and chatted with Cole about the ways in which financial, legal and tax advisors can help clients create tax-efficient charitable gift plans that achieve their client’s philanthropic goals while still allowing advisors to manage that client’s portfolio.

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Storytelling Conversation three people
Patrick O'Donnell

15 Conversation Starters With Your Donors

Even the most socially adept among us need a little help to get the conversation started. That’s why we’ve developed these 15 conversation starters along with the “why” behind each one. Use them the next time you meet with a donor or prospect. They’ll help break the ice, establish trust, and get you started on the path to building a meaningful, mutually beneficial relationship. 

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Viken Mikaelian

Only the Rich and Famous Have Wills

Why do only rich people have wills? Because they have the luxury to afford it. NOT. I think you’ll be surprised at the number of rich and famous people who did not have a will—or didn’t have an updated will—when they left this earth. Each eventually left behind a fortune, but millions (and millions!) of dollars was wasted on lawyers, avoidable taxes, and lawsuits.

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