The Philanthropic Planning Companion: The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning
| By: | Brian M. Sagrestano; Robert E. Wahlers; Laura Fredricks |
| Publisher: | Wiley Professional Development (P&T) |
| Print ISBN: | 9781118004548 |
| eText ISBN: | 9781118221846 |
| Edition: | 1 |
| Copyright: | 2012 |
| Format: | Page Fidelity |
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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.