Gift commitments through mirror wills and joint Revocable Living Trusts (RLTs) can be confusing –– especially if you're not sure how they're displayed in your Partner Portal.
Wondering how we count these gift commitments in our reporting, and how mirror wills differ from joint wills and RLTs?
Download the PDF via the form for a comprehensive overview of primary bequests in mirror wills and how they impact you!
Head back to the Partner Resource Hub to find more resources on outreach, messaging, and industry research.
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