This series of documents, which can be shared in person or sent by mail or electronically, serves as a step-by-step guide to creating an estate plan and making a planned gift to the Ocean Conservancy. The organization provides these materials to donors who have expressed an interest in making a planned gift.
The packet has six parts, beginning with a quiz that encourages donors to consider their estate plans and ending with a worksheet that helps donors evaluate their assets before meeting with a financial adviser.
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