article thumbnail

Understanding Probate: A Comprehensive Guide to the Probate Process

Planned Giving

These include: Assets with a Named Beneficiary: Such as life insurance policies or retirement accounts. Non-Probate Assets Without a Beneficiary: Certain assets like life insurance policies and retirement accounts pass directly to a chosen beneficiary. Designating Beneficiaries: For life insurance and retirement accounts.

article thumbnail

Why is multi-channel marketing important for nonprofit fundraising?

Qgiv

With more than 20 years’ experience in digital media and cross-channel marketing, Stephanie has spent her career helping clients realize the potential of digital. Patton – Senior Consultant , Donorly. He enjoys serving a field that addresses challenges in the human experience.