This course will help you make the most of UIF's Office of Gift Planning and Trust Services' "Estate Gift Documentation Suite" during your donor interactions regarding revocable deferred ("estate") gifts. (Please note this ILC is a virtual re-offering of the same instructor-led offered multiple times through 2019.) his course is recommended for all frontline fundraisers (including leadership annual giving officers, major gift officers, unit advancement leads, and advancement executives) as well as stewardship officers. After completing it, you will better be able to:
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- Work more effectively and efficiently during donor interactions involving estate gifts,
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- Collect, complete, and submit the verification documentation needed to book an estate gift, and
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- Identify non-bookable estate gifts and initiate the process to track them in TED
