Page 22 - GEORGES TREE SDA EBOOK
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“But let’s get back to the subject. I wanted to tell you that to help demonstrate the various planned gift strategies, I participated in planning six information meetings over breakfasts with the planned giving specialist. And I believe the breakfast meetings may have generated some very fine planned gifts for several of our conferences and other church-owned charitable organizations. Quite frankly, I’m very pleased to have been of help. I’ve seen the presentation so often, I almost know it by heart. It’s about time we finish the paperwork for our own gifts, right Lisa?”
“What are the sessions called?” asked Ann.
“Planned Giving and Trust Services, or something to that effect,” answered Charles.
