The Philanthropic Planning Companion: The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning

The Philanthropic Planning Companion: The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning

Book is in good condition! There is light wear from use. The pages are clean with no marks.

The Philanthropic Planning Companion is a comprehensive guide aimed at fundraisers and professional advisors who deal with charitable gift planning. It provides an analysis of the most recent research on donor and client behavior, emphasizing the need for tailored approaches to charitable gift planning that align with the values and personal objectives of the individuals involved. This invaluable resource equips you with a range of tools, checklists, and sample materials to assist you in your work with donors and clients in the realm of charitable giving. Whether you are expanding your practice to cater to high net worth clients or seeking to enhance your fundraising program, this book will remain a constant companion, presenting an integrated, donor-centered, values-based philanthropic planning approach that can be effectively implemented. Furthermore, the Companion delves into the latest donor behavior research, making it an indispensable reference for both fundraisers and professional advisors. It serves as a one-stop resource, ensuring that you are well-equipped to help your donors and clients achieve their charitable and personal planning goals.

FEATURES