Dana Holt, JD, RICP, AEP? CAP?的动态

查看Dana Holt, JD, RICP, AEP? CAP?的档案,图片

Non-Cash Gift Expert | Astrologer

Millions of Americans make estate gifts to charities hoping that long after they are gone these nonprofits will use the money they donate to advance causes they care for. But many financial institutions are frustrating donors’ wishes by erecting barriers to a charity collecting on a donor’s gift—to the financial institution’s own benefit. Financial institutions have draconian practices that equate to holding a charity’s gift hostage. Watch this important webcast replay, including details on what charities are facing, resources to help them, new legislation to combat the problem, and potential class action litigation.

Webinar: Financial Institutions Impede Charities from Collecting Gifts: How Charities Can Push Back

Webinar: Financial Institutions Impede Charities from Collecting Gifts: How Charities Can Push Back

https://ceplan.com

要查看或添加评论,请登录