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PROFESSIONAL ENRICHMENT SERIES
The Professional Enrichment Series is a ready-reference library of charitable and tax-beneficial options.
Each gift option is described on a card, along with the appropriate legal citations, contained in an attractive walnut or oak box, which can be placed on top of a desk. It enables the professional advisor to have, in layman's language, concise information readily accessible on a broad variety of charitable giving options. The sponsoring institution's logo is laser engraved on the outside of the box.
The Professional Series is quite unlike any other professional solicitation program and continually reminds the recipient of the worthiness
of your institution. When the estate planning professionals participate in this program, they will receive from you the walnut box with your logo, a personalized card describing your institution and the first
reference card. Additional reference cards are provided to you on a by-monthly basis, which provides you an opportunity to communicate with these key individuals on a regular basis for three to five years.
Don't let planned giving be overlooked in your fund raising program.
This Professional Enrichment Series is an easy and cost efficient way to cultivate one of the most important sources of funding and financial security for your institution.
The Professional Enrichment Series is also available in a Notebook format.
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