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Resources And Speaking
Click the link to access the replays.
For the 2nd half of the webinar attendees, please download these four items below:
1.) Perils of Pre-Arranged Sales Part 2 07-13-20222.) Pre-Arranged Sale Phrases Cheat Sheet
3.) LOI Addendum A
4.) Biz Interest Addendum B
5.) Perils of Pre-Arranged Sales Part 2 - PPT
For webinar attendees, please download these two items below:
1.) PGDC E-Campus Part 1-7-6-22-The perils of Pre-arranged Sales Part 12.) PPTs--The Perils of Pre-arranged Sales-part 1
EBooks and Courses on www.DogTailPress.com
CRTs: Mystery or MasteryLearn what’s “Under the Hood” of the charitable remainder trust and how to use the right form of trust for your prospect.
Blueprint for Planned Giving Success— Four EBook Series
Book One: Think
When preparing to set up a new planned giving program or revive one that isn’t working, this book helps you think through what you need to do to make sure it will be successful.
Book Two: PlanThis book teaches you what plans must be undertaken to set up a good, effective program and how to set them up properly so they work.
Book Three: ActThis book shows you the action steps to be taken to launch the program.
Book Four: ManageThe subject of this book is how to set up the operation and management of secured planned gifts during the term of deferral (for deferred techniques), and for matured planned gifts or outright structured gifts.