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It’s my latest position.
The Charleston Principles has helpful guidance for charity solicitation registration in the states. Problem is, lots of states are unclear or silent about whether they’ve adopted the recommendations in the Principles. Plus, the guy in the background is scene stealing.
You can probably include the simplest planned gift—a charitable bequest by will—in most of your solicitations. I think you should.
I suggest you check out Idealware. They’re smart researchers in technology with lots of valuable resources to help you work your mission smartly.