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Redefining Legacy: How to Give

The Futureverse

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Efficient Investment Management through Due Diligence and Partnerships

The chapter discusses the importance of due diligence and governance in managing investments efficiently for programs. It highlights strategies like balancing team resources and seeking pro bono support to reduce costs, partnering with organizations for travel and securing pro bono legal advice and marketing services. The speaker emphasizes building trust with donors to communicate impact effectively, investing in key areas like fundraising teams, and engaging private banks and law firms to facilitate philanthropic processes.

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