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Financial Planning Strategies Includes Planned & Charity Gifting
Financial Planning Strategies for religious organizations should include the many advantages for the organization and the giver of planned giving and charity giving. Having a plan in place often provides the opportunities. We also assist religious organizations with budgeting, outside audits, and day-to- day plans, as well as long range plans, so that they are better able to move ahead in confidence. 

Site last updated 03/20/2022