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.

Book Information
ISBN 9781118004548
Author Brian M. Sagrestano
Format Hardback
Page Count 464
Imprint John Wiley & Sons Inc
Publisher John Wiley & Sons Inc
Weight(grams) 692g