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Hallett Philanthropy
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Episode 26: Maximizing Success with a Smaller Portfolio Size
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Posted Mar 18, 2021 at 1:27 am.
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As a gift officer, how large is your portfolio? A recent study shows how culling your portfolio can have a dramatic and positive impact on your results. Listen to this podcast to learn more.
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Episode 25: Strategic Planning Challenges
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Episode 27: Planned Giving and Estate Law Changes
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