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Session #1: Strategic Giving Virtual Workshop with Bobby Kleinman – Knowing the Donor

Working in planned giving is ultimately about building connections with people, not strategy or product. The broad categories of potential donors will be covered in this session.

This Forum contains the sole opinions & insights of the author/presenter based on forty years of providing advice to donors and charities. Others may totally disagree with the views. This Forum is intended as a conversation. Robust debate is invited. Please respond with questions and alternative viewpoints to askbobby@peartreecanada.com

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This report / article has been prepared for general information purposes only. Any opinions herein reflect the views of the Analyst and/or Author as at the date appearing above, and does not constitute a recommendation or individual investment advice, nor should it be considered a solicitation for the purchase or an offer of securities. Information contained in this report is derived from sources believed to be reliable, but its accuracy cannot be guaranteed.

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