A Charitable Guide to Planned Giving

A "Get-To-It" Guide by DeWayne Osborn CPA, CGA, CFP®

Getting Started

1 - Getting Started

This section sets the stage for future sections by introducing key terms to be used later. Experienced fundraisers may need only to scan certain sections in order to understand how certain terms and concepts are used in this website. Beginners in the field of planned giving should more thoroughly review this material to ensure that they clearly understand the concepts from which the balance of the website is based upon.