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The Critical Importance of a Policy to Protect the Endowment by Don Lewis

Over the past several months much has been written regarding the importance of promoting planned giving and stewardship programs within congregations. Motivational messages and practical tips involving charitable remainder trusts, lead trusts, and annuities have helped to shape many church endowment programs. However, in the development of a planned giving plan, one key work detail and one crucial document all too often is ignored - the establishment of a written endowment policy.
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