A Loose Tooth & The Great American Wealth Transfer


Last Fall, I had the wonderful opportunity to host a Legacy Giving Basics day for a bunch of new and old friends. We spent the day learning the basics about what it takes to start a Legacy Giving Program.


Over the next few months, I am going to share the content from this day with you as well.


In this first video, we discuss the GREAT AMERICAN WEALTH TRANSFER, my daughters loose tooth and why it is important to invite gifts from assets.


In addition to taking time to watch this video, I invite you to check out the Legacy Giving Basics Program. I am offering this comprehensive set of resource to help you invite and increase estate gifts from your donors.

Learn more here...

14 views

Call

952-737-8568 

  • YouTube Social  Icon
  • Facebook Social Icon
  • LinkedIn Social Icon