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Planned Giving

Our Process

Saterbak & Associates can assist your organization put in place a strong, time tested, volunteer-driven Planned Giving Program. Organization staff need not have extensive knowledge about planned giving vehicles, but only oversees the activities of volunteer committees. One Volunteer Committee develops guidelines and policies for the program. Another identifies and contacts individuals who have the capacity to provide for your organization through their estate plans. A recognition society gives those who choose to make provision for your organization an opportunity to share their joy with others who have also done so.