Techniques is a newsletter program designed to assist you in cultivating key allied professionals who can accelerate your gift production by bringing ready-made gifts into the pipeline. Published quarterly, Techniques focuses on tax issues, IRS rulings and other developments that affect gift planning.
It is designed specifically for today’s tax or financial advisor who wants an up-to-date, highly referenced planned giving information piece.
The Techniques program includes an in-depth response piece to help you provide further service to interested readers, qualify responses and measure results. Techniques is the most complete program of its kind on the market, ideal for serving as the cornerstone of allied professional cultivation.