ReportsDEI in Planned Giving — Part 1: Understanding the need for inclusivity in planned givingThe first of a multi-part series exploring ways to make planned giving more inclusive for communities of color. Enter your contact...
ReportsDEI in Planned Giving — Part 2: Historical, systemic & legal barriers to estate planningSecond part of a multi-part series exploring ways to make planned giving more inclusive for communities of color. Enter your contact...
ReportsDEI in Planned Giving — Part 3: Recommendations to Increase Diversity in Planned GivingThird part of a multi-part series exploring ways to make planned giving more inclusive for communities of color. This section focuses on...
ReportsDEI in Planned Giving: ResourcesA clickable resource library for DEI in planned giving. Enter your contact information below* to unlock all of our resources plus latest...