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Your Planned Giving: Philanthropic or Charitable Approach

Wed, 16 May 2007 23:26:41 GMT
There is no doubt devising an appropriate planned giving strategy has become a very big focus in the United States and other countries where the level of wealth is growing.

Advisors are being asked what do we do? People are questioning their legacy and how much is enough? Some are suspicious of the process and others say, well I don't need the money nor do my children. Further, planned giving officers at not for profit organizations are looking for ways to better communicate with their donors, discover their values and make them feel appreciated.

None of these are easy questions, and addressing this could take a whole book in its own right.




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3 Comments:

At 10:54 AM, Anonymous Anonymous said...

it's comforting to know that the advise is here, the sucess stories are posted, that it IS possible to start over.

 
At 12:23 AM, Anonymous Anonymous said...

34 years of "trying to keep up with the Jones'" has led to approx $100,000 unsecured debt and a 1st & 2nd mortage.
#BREAK
I filed Chapter 7 15 years ago due to extended unemployment which ultimately resulted in excessive unsecured credit card debt (45K).

 
At 1:32 AM, Anonymous Anonymous said...

The most-asked question: 'How should debts included in bankrutpcy be showing on my credit reports ?'
The answer:
All debts that were included in your bankruptcy should be reporting with a ZERO balance, show ZERO due, show nothing past due after the date of your bankruptcy filing, and should be noted as "included in bankruptcy' or similar verbage.

 

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