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Gift planning is an art that combines financial planning, estate planning, and tax planning techniques to enable donors to make gifts of surprising significance, often with dramatic tax and financial…
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Topics Include:Earmarked Funds Journal Create Funds Reservation Upload Funds Reservation
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Spotlight Topic: Funds Management and Budgeting Join Debbie Meder for our SIMBA Session, a continuing series of live webinars to provide updates and information about the SIMBA project and answer…
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