Educational Materials
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Mastering Nonprofit Development: From Strategy to Success
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Module #3: Defining Gifts
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Module #5: Marketing & Communication
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Module #6: Database Management
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Module #7: Engaging Events
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Module #10: Trio of Topics-Professional Advisor Engagement, Family Philanthropy, & Grantmaking
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Module #11: Capital Campaign Design
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Module #12: Putting It All Together
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Wealth Advisor New Client Intake Form
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CPA New Client Intake Form
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