Episode Synopsis "Bryan Clontz: The Real Money is in Assets"

Many fundraisers are typically, and understandably, focused on simple cash transactions. They’re top-of-mind and ensure bottom-line goals are met. But in focusing on cash, many development professionals miss out on what is typically the lion’s share of a donor’s wealth: Their assets. In this episode of the Gift Planning Development podcast, Joe sits down with […]

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• Bryan Clontz: The Real Money is in Assets