Planned Giving-- The Missing Link in Financial Planning

Woollen, Thomas H.
May 2005
Journal of Financial Service Professionals;May2005, Vol. 59 Issue 3, p49
Academic Journal
Financial planners don't talk much to their clients about planned giving. Yet, colleges, universities, medical facilities, libraries, museums, religious organizations, and the thousands of foundations and other charitable institutions in the United States rely on the charitable nature of their alumni and millions of other supporters for their very existence. This article will present many of the various charitable gift techniques and the tax ramifications that can be presented by financial planners to help their clients in this important effort.


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