In today’s episode, Richard and Jeff talk with Veritus Group's new Director of Planned Giving Services, Robert Shafis. Robert is one of the most knowledgeable, sought-out experts on planned giving in the country. And now he’s working with Veritus to help non-profits everywhere do planned giving right!
Specifically, Robert highlights some of the main problems and misconceptions about planned giving, and what can be done to turn those problems into solutions. Then he offers everyone listening the opportunity to receive a free planned giving assessment.