Tags » Gift Planning

Free Gift Planning Printable

December is here!!! The last month of the year! Time for another free printable. I will definitely be using this one, in fact I already printed it out and pasted it into my #happiedori. 26 more words

Filofax

The Worst Gift

Darn, I thought I had
The perfect thing, but alas
I speculated

Poetry

The Hallmark of a Great Gift Planner

A great gift planner will:

  1. Honor Donor Confidences.  Making a gift out of estate assets may touch sensitive concerns regarding personal wealth and family expectations for some donors. 
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