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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]
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]

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

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