A Donor's Guide to Planned Giving

Introduction

There is a lot of good information on charitable giving available in the library, on the Internet, and from financial institutions. It is, however, generally centered on what the author or the supporting organization is promoting.

The purpose of A Donor's Guide to Planned Giving is not to make you an expert on the technicalities of planned giving. But rather to give you the basics in easy-to-understand terms so you will know what questions to ask the proposed receiving organization, your advisors, your family, and yourself.

Financial advisors who are considering entering the field of Planned Giving may also find A Donor's Guide to Planned Giving a great primer.

To further the author's charitable endeavors, 25% of this publication's gross proceeds will go to charity.

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