by Sherry Clodman, CFRE
Well Advised is a planned giving resources guide designed for professional advisors, whether directly involved with gift planning at a charity (ie: sitting on planned giving committees or planned giving advisory committees), or indirectly involved by promoting charitable giving to their clients.
Assisting estate and financial planning advisors to provide sound advice about structuring planned gifts to meet the interests, needs and abilities of client and charity alike, this 'must have' planned giving resource acknowledges the pivotal role that professional advisors play in the success of planned giving programs.
The enormous impact of enhancing the understanding, involvement and support of these professional advisors can not be understated!
What's included in
Well Advised - A Planned Giving Reference Source
An Overview of Planned Giving and chapters on:
- Outright Gifts
- Bequests
- Gifts of Life Insurance
- Annuities
- Trusts
- Residual Interests
- Endowment Gifts and more
Also of note is the comprehensive Glossary of Terms used in gift planning - excellent reference material.
Each chapter also includes:
- A Gift Overview
- Checklist of Discussion Points with the Client
- Benefits to the Professional Advisor, the Client and the Charity
- Examples, samples and gift illustrations for gift types.
Even a resource section is now at your fingertips!
Ordering Information
To order your copy of
WELL ADVISED ($75 Cdn including shipping and
handling) or PLANNED GIVING: Making it Happen,
Vol 1 & 2 ($177 Cdn including shipping and
handling), please call Canadian FundRaiser at
(416) 345-9403 or send e-mail to leanne@hilborn.com.
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