The Philanthropic Planning Companion

The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning

Business & Finance, Industries & Professions, Nonprofit Organizations & Charities
Cover of the book The Philanthropic Planning Companion by Brian M. Sagrestano, Robert E. Wahlers, Wiley
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Author: Brian M. Sagrestano, Robert E. Wahlers ISBN: 9781118235492
Publisher: Wiley Publication: March 17, 2016
Imprint: Wiley Language: English
Author: Brian M. Sagrestano, Robert E. Wahlers
ISBN: 9781118235492
Publisher: Wiley
Publication: March 17, 2016
Imprint: Wiley
Language: English

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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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.

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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