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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.
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...
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...
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...
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...
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."
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."
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.
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...

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...
2 Jun 2006 | Practice | National Publication | Article | 1 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...


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...


Don't miss the chance to learn about the founding events of American gift planning!  If you come to the National Conference on Philanthropic Planning (NCPP) in Orlando, please attend my Summit Track session.  See the outline below, to be accompanied with...

Randy Fox interviews John A. Warnick about the upcoming Fusion Collaboration in Colorado.
The Thing You Push Against is the Thing That Lifts You Up

Friend, Steve Meyers, once again challenges the status quo with his insights into approaching donors and meeting them where they're at. Steve's article is the first part of a new series we have in mind, following on the groundbreaking work in personalized...

We continue our journey of recognizing giving opportunities by exploring the tax return.

We look high and low for opportunities to talk to our clients about gifts. And we find them everywhere we look.

We continue to explore opportunities to "see" gifts by looking at windfalls -- lottery winners, inheritors, bonuses and even stock option exercises.
This article explores how to spot, then utilize your clients' IRAs and other qualified plan funds to fulfill their philanthropic...
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