The Philanthropic Planning Companion

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.