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Similar to the tremendous amount of giving that occurs in the last quarter of the calendar year, the first quarter of the new year is an exceptionally active time for donors fulfilling their New Year’s resolutions, including one in particular—revisiting their estate plans. This period of time may have an immense future impact on your health care organization and involves donors and/or their advisors reaching out to request specific information that will bring their planning to fruition. For many philanthropy officers, this can be an anxiety-producing time that gives pause to an important question; a question that can be pivotal in the relationship between donors and the organization; a question based in trust and honesty: “Do we, or do we not, ask our donors to document their legacy intentions with us?” Check out this piece by Accordant Principal Consultant James Gold as he delves into answering this important question: https://ow.ly/x3Lr50RHUN7 #healthcare #philanthropy #donors

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