Episode 40: Patrick Schmitt and Jenny Xia: Accessible and Effective Planned Giving

Patrick Schmitt and Jenny Xia, co-founders of FreeWill, were recently named one of Town a Country's Top 50 Philanthropists of 2019.  They join Greg to discuss strategies for enhancing the accessibility and effectiveness of your nonprofit's planned giving program, including information about FreeWill -- a product they founded that has helped raise over $914 million in bequests, qualified charitable distributions, and stock gifts.  

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