Learn New Tricks: A Practical Guide to Launch Your Planned Giving!
Virtual WorkshopIn 2018, the Animal Protective Association (APA) of Missouri, with the help of The Rome Group, launched a Planned Giving Advisory Council consisting of estate planning attorneys, financial advisors, and wealth managers. This Council was tasked with helping formalize and support a planned giving program for the APA. Since the inception of this Council, the APA has launched a comprehensive ...