R&R Newkirk can help you develop an e-newsletter to build goodwill and planned-gift familiarity with attorneys, accountants, trust officers, life insurance agents and other centers of influence. Educate professional advisers on planned gift techniques and familiarize them with your organization, monthly or quarterly – the choice is yours. Your e-newsletter will feature new case rulings, explanations of planned-gift techniques and legislation in the field of charitable planning. This totally customized piece will be sent to you as a PDF for e-mailing to the professional advisers in your community.
Let’s talk adviser newsletters!