Practice

Bulk operations
Rated

I received a LinkedIn post yesterday posted by Oliver Welty, CFRE. The post linked to Arthur C. Brooks op-ed in Sundays New York Times. The title was simply...

0
Charitable donations typically drop off after a surge at the end of the year.

Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.

1
25 Jul 2013 | Practice | PGDC Network | Article

In today's challenging fundraising environment many community foundations and other nonprofit organizations strive to work with attorneys, accountants, and wealth advisors with the hope they will refer their clients to their organizations.  In this...

4
2 Jun 2006 | Practice | National Publication | Article | 2 comments

Two years ago, the PGDC published an article by Betsy Mangone in which she discussed how nonprofits can build effective working relationships with professional advisors. In this follow-up article, Betsy identifies three factors influencing the non-profit sector's...

0
If you have worked in the for-profit and nonprofit sectors, you know they are quite different; each having its own culture, vernacular, and business practices. Many well-meaning advisors approach nonprofit and charitable organizations seeking to partner with them in...
3
21 Oct 2003 | Practice | National Publication | Article
It's been said there are two things you don't discuss in polite company: religion and the new address of the Cubs fan who tipped the foul ball during game six of the Cubs/Marlins series. In this case, Florida attorneys Jason Havens and Thomas Wells share their thoughts...
0
3 Jun 2002 | Practice | National Publication | Article

Are you or any of your colleagues considering becoming more involved in charitable gift planning? In this article from The Journal of Practical Estate Planning, Chicago-based philanthropic advisor Betsy Brill discusses the value of advisors...

0
28 Jan 2002 | Practice | National Publication | Article
In this article from The Journal of Practical Estate Planning, Johnne D. Syverson looks beyond the traditional "by the numbers" approach to financial planning to the discovery of a family financial philosophy. Just what does a Junk Yard Attorney Foundation do? Click...
5
18 Jul 2001 | Practice | National Publication | Article
Do any snowbirds flock to or from your community? In this edition of Gift Planner's Digest, Nancy Turrell, CFRE explores the motivations and giving habits of these migratory philanthropists.
0
11 May 2000 | Practice | National Publication | Article
Would you like to hear about marketing charitable lead trusts from the planned giving officer's viewpoint? In this edition of Gift Planner's Digest, Brown University's Marjorie Houston provides a general overview of nongrantor CLTs and why discussing family issues is...
0
5 Apr 2000 | Practice | National Publication | Article
"Family wealth counseling" is a revolutionary approach to working with wealthy families that has swept the country over the past several years. In this edition of Gift Planner's Digest, Denver Certified Financial Planner Peter Tedstrom outlines this process and how it...
2
8 Mar 2000 | Practice | National Publication | Article
How does one integrate philanthropy into the wealth transfer planning process? In this edition of Gift Planner's Digest, Houston gift planner Paul L. Comstock answers this and many more questions in his thoughtful article, "Three-Dimensional Estate Planning."
0
14 Dec 1999 | Practice | National Publication | Article
What makes philanthropists tick? In this edition of Gift Planner's Digest, University of Kentucky's Dan L. Hendricks reviews the cognitive processes that foster specific and innumerable acts of charity in his article, "Insights that Foster Planned Gifts."
0
24 Nov 1999 | Practice | National Publication | Article
It's December 1st and you receive a phone call from a client who has just decided she wants to create a family foundation -- by year-end! What do you do? In this edition of Gift Planner's Digest, San Francisco-based consultant Jeff Shields discusses "Family Adventure...
0
3 Nov 1999 | Practice | National Publication | Article
What are the two greatest misconceptions people have about their wealth? Well, if we told you that, you wouldn't have to read this week's Gift Planner's Digest article by Jay Link. "Understanding Your Wealth: Avoiding the Two Greatest Misconceptions" provides an...
0
31 Aug 1999 | Practice | National Publication | Article
In last week's edition of Gift Planner's Digest, Scott Fithian and Paul Schervish discussed "Interviewing the Affluent" and why helping clients to "unpack" their values and motivations is so important to the estate planning process. In this week's conclusion, they...
0
25 Aug 1999 | Practice | National Publication | Article
Part One
Have you integrated the discussion of philanthropy into your client interviews? If so, have you developed a systematic approach to helping them explore the motivations that lead to charitable acts? In this and next week's editions of Gift Planner's Digest, Scott...
0
28 Jul 1999 | Practice | National Publication | Article
Have you integrated the discussion of charitable giving into your client interviews? In this edition of Gift Planner's Digest, San Jose, California attorney John F. Hopkins offers his time-tested advice on the role that philanthropy plays in the estate planning process...
0
21 Jul 1999 | Practice | National Publication | Article
The I.M. Frugal Case Study
In this edition of Gift Planner's Digest, Family Wealth Counselors president Ken Fink chronicles how he led his clients from making modest annual charitable gifts to creating a comprehensive philanthropic financial and estate plan.
0
Syndicate content
7520 Rates: May 2.4% Apr 2.2% Mar 2.2%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry