Page 18 - GEORGES TREE SDA EBOOK

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“Exactly!” answered Charles. “George confided in me that he found the specialist’s examples so clear that he felt they were speaking directly to him. George contacted the specialist a few weeks after the seminar. This fellow carried out a complete analysis of George’s financial situation and suggested strategies that would set up donation continuity after his death. As a result, our good friend chose a life insurance policy. In hindsight, you must admit it was a wise decision.
“The specialist called it the gift planning tree. You should know that a planned gift is a substantial gift made as part of a financial, fiscal or estate plan. It’s like planting a tree when you’re alive: it survives and continues to bear fruit, even after you’re gone.”