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As we advance in the age of information and technology, young Americans are amassing wealth in significant amounts. In this edition of Gift Planner's Digest, Betsy Mangone and Kathryn Miree examine the phenomenon of young philanthropists and the issues that gift...
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. By Kenneth Chaim Fink...
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...
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." By: Dan...
In 1990 a study was released that projected $10 Trillion will pass from one generation to the next over the next 55 years. Researchers John J. Havens and Paul G. Schervish at the Boston College Social Welfare Research Institute have released a new study that...
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." by...
Ethics, Integrity, And The Heart Of Planned Giving
Do we get so bogged down in the technical aspects and tax benefits of planned giving that we forget why people give in the first place? In this edition of Gift Planner's Digest, University of Denver's Scott Lumpkin reminds us that truly successful gift planners place...
Stock market got you down? In this article, nationally acclaimed planned giving consultant Robert F. Sharpe, Jr. shares his thoughts on how planned gift donors of different age groups are responding to changing economic times. by Robert F. Sharpe, Jr. In...
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. by Nancy K. Turrell Nancy K. Turrell, CFRE has a bachelor's...
Most people know that women outlive men by an average of seven years, but did you know that women also make more planned gifts? In this edition of Gift Planner's Digest, Cheryl Altinkemer of Purdue University and the Women's Philanthropy Institute discusses this...
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 incorporating...
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...
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 "Why Fund-Raising is Fun". I encourage you to read the entire article. It's a good read for anyone in...
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. Click here to listen to the audio interview. Randy Fox:      Good morning. I am on the phone today, and delighted to be, with John A....
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...
This series is intended to allow advisors to more easily spot gift opportunities by looking at client data with a new set of eyes. We start with the tax return... By: Randy A. Fox The “discovery” process with prospects is a fundamental building...
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