Jan presents to the Planned Giving Roundtable of Southern Arizona

Jan Bernardini presents to the Planned Giving Roundtable of Southern Arizona, May 3, 2012: "Planned Gifts Happen: Careful Cultivation and Dumb Luck." Jan Bernardini and Jerry Robison from the Salvation Army present case studies on planned giving. Jerry details 3 complex gifts involving real estate. Jan outlines donors' intent, mistakes to avoid and how to include planned giving professionals in the planned giving process.