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Outsourced Options for Estate Planning
“We’ve seen some very good results in estate planning,” reports Dr. Ted Barnett, U.S. director for Africa Inland Mission (AIM). AIM has been offering free planned-giving services to its donors, with the help of two Christian estate planning services:
- PhilanthroCorp (www.philanthrocorp.com). This company sends out a survey to AIM’s donors along with a cover letter from AIM, to determine what the estate planning needs of its donors are. The donors respond directly to PhilanthroCorp, who in turn follows up with interested AIM donors to discuss planned giving options best suited to the donor. Dr. Barnett personally responded to PhilanthroCorp’s survey and was impressed with the service. “They really focus on the donor’s goals, and they don’t try to force you in a particular direction.”
- LifeStyle Giving (www.lifestylegiving.com). This company presents seminars on behalf of AIM, outlining a biblical approach to estate planning. Lifestyle Giving travels to where there are pockets of AIM donors to present the free seminars. They also train AIM staff members to provide some of the information themselves to donors.
Dr. Ted Barnett is U.S. director of Africa Inland Mission, www.aim-usa.org, director.us@aimint.net
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