A donor?centered guide to charitable gift planning for fundraisers and professional advisors
The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. Whether you are building your practice to work with high net worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand.
- Outlines how an integrated, donor?centered, values?based, philanthropic planning approach can be implemented
- Explores the latest research focuses on donor behavior
For fundraisers and professional advisors alike, The Philanthropic Planning Companion is the one?stop resource you?ll keep by your side to help your donors/clients meet their charitable and personal planning objectives.
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Praise for The Philanthropic Planning Companion
"A much?needed resource for advisors and gift planning officers who take a donor?centered, mission?driven approach. Well researched, practical, and passionate."
PHIL CUBETA, CLU, ChFC, MSFS, CAP, Sallie B. and William B. Wallace Chair in Philanthropy, The American College
"Sagrestano and Wahlers have managed to capture all the essential elements of ?philanthropic planning? in a highly readable book that sets the stage by tracing the evolution of the gift planning field and then links in the critical demographic factors that differentiate multiple generations of charitable donors and prospects and the various approaches that work best with each."
CHRIS YATES, Associate Senior Vice President for Major and Planned Gifts, University of Southern California
"Brian and Robert are two of the most insightful and knowledgeable planned giving experts in the country. The Philanthropic Planning Companion is key in keeping abreast of the changes in the philanthropic planning world and ensuring that your program will be cutting edge. I urge you to read this book."
WILLIAM D. SAMERS, Vice President, Planned Giving & Endowments, UJA?Federation of New York
"This book is a must?read and a great reference source for all involved in the philanthropic planning process. It presents a positive, but realistic, picture of trends in donor giving patterns and gift vehicles, and is peppered with practical guidance for soliciting, analyzing, and implementing a charitable gift. It is intended to apply to advisors and donors, as well as fundraisers at recipient charities, and will assist all in enhancing their respective practices in this complex and dynamic field."
JONATHAN ACKERMAN, Esquire, Law Office of Jonathan Ackerman, LLC
"Want to know how to reach Generation X and Millennials for planned gifts? Packed with helpful ideas for organizations just getting started in planned giving as well as seasoned professionals, this is a must?read for anyone who wants to grow and sustain a successful planned giving program."
KRISTEN SCHULTZ JAARDA, JD, LLM, Senior Vice President, Crescendo Interactive Inc.
"With everyone trying to give advice on every topic these days, I ask two simple questions: Is the advice based on practical and successful experience from people I respect? And, is it easy to take the recommendations from suggestions to action? The Philanthropic Planning Companion is both. Anyone interested in simplifying planned giving should consider adding it to their library."
BRYAN CLONTZ, CFP, President, Charitable Solutions, LLC
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