Philanthropy/Charitable Giving

Total 168 Posts

Philanthropy is personal; fundraising is social

There are two types of charitable giving: personal and social. Gifts that are part of the estate plan are typically a form of personal giving. By contrast, most traditional charity fundraising uses a social giving model. Both are equally important, but it is helpful to make the conceptual distinction when helping clients to include philanthropy in their estate plans…..

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Estate Planning, Philanthropy/Charitable Giving

Informing Charities About Bequests

Only 1 out of 10 donors inform the charities they have named in their will about the pending bequest.  Why are donors so reticent to tell charitable beneficiaries about their estate plans?  This reluctance often gets in the way of prudent planning and a satisfying philanthropic experience. Clients have many reasons for not informing their charitable beneficiaries.  A will is private document.  Even family beneficiaries are unaware of estate details. ….

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Estate Planning, Philanthropy/Charitable Giving
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