2021 Personal Planning Guide



This helpful guide can be a valuable handout mailed to your top prospects. The “2021 Personal Planning Guide” is full of useful planning tips for your donors and advisors as they think through their gift options for the year. Branded with your organization’s name, logo and contact information the “Planning Guide” can keep your organization in the forefront of their thoughts as they work out their long-term plans.

Download Preview

(If you are unable to download the preview, please clear your cache and try again.)

Categories: ,