Understanding The Philanthropic Affluent To Increase Planned Gifts
Planned gifts are donations made to charitable organizations, arranged in advance, often as part of a person's estate plan. What characterizes planned gifts is the attention paid to the individual's overall financial and estate planning goals, often providing tax benefits. Many nonprofits have planned giving officers who are responsible for facilitating planned gifts for their organizations. At the same time, private wealth industry professionals, from wealth managers to lawyers and from accountants to life insurance agents, also work to facilitate planned gifts, usually as part of charitable and related wealth planning.
https://www.fa-mag.com/news/understanding-the-philanthropic-affluent-to-increase-planned-gifts-77159.html
------------------------------
Don Dea FASAE
Board Chair
Guide Dog Foundation for the Blind, Inc and America's Vet Dogs
Santa Monica CA
------------------------------