TITLE

Giving Kids First-Hand Experience with Philanthropy

AUTHOR(S)
Alexander, Roxanne
PUB. DATE
July 2007
SOURCE
Journal of Financial Planning;Jul2007Supplement, Vol. 20, p8
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses how financial planners can give children first-hand experience with philanthropic giving. Charitable advice is a positive way for planners to involve clients in the financial planning process, though it is often neglected unless the client specifically tells the planner that they wish to give. The author details the many ways that financial planners can approach charitable giving, focusing on a special event designed to teach kids about the personal and social benefits of charity.
ACCESSION #
25657138

 

Related Articles

  • Improving Clients' Lives Through Philanthropy.  // Journal of Financial Planning;May2006, Vol. 18 Issue 5, p30 

    The article discusses methods that financial planners can improve their clients' lives through the use of philanthropy. While financial planners are required to do quality financial planning for clients, many forget that their overall goal is to improve the lives of their clients, in all...

  • Advisors and Clients in the Brave New World of Philanthropy. Grote, Jim // Journal of Financial Planning;Jun2007, Vol. 20 Issue 6, p24 

    The article discusses ways for financial planners to tell if their clients are charitably inclined and, if so, how to help them become better philanthropists. A study of charitable givers by the National Committee on Planned Giving reveals that most donors look to their financial planners for...

  • CHARITABLE GIVING AND THE FINANCIAL PLANNER: THEORIES, FINDINGS, AND IMPLICATIONS. James III, Russell N. // Journal of Personal Finance;2008, Vol. 6 Issue 4, p98 

    Charitable giving by individuals in the United States exceeds $220 billion annually. Individual estates provide an additional $23 billion to charitable organizations through bequests. Charitable giving, both during life and through bequests, may constitute an important part of a client's...

  • Charitable Giving with Tangible Personal Property: A Tax Primer. Temple, Philip T.; Zale, Laurence C. // Journal of Financial Planning;Jan2005, Vol. 18 Issue 1, p56 

    • Gifts of tangible personal property present complex philanthropic issues such as valuation and tax. Financial planners need to work closely with independent tangible personal property advisors, lawyers, and charitable organizations to be sure their clients maximize their gifting...

  • Fidelity Gift Fund rolls out charitable advisor program.  // Accounting Today;8/7/2006, Vol. 20 Issue 14, p18 

    The article provides information on the Charitable Investment Advisor Program launched by the Fidelity Charitable Gift Fund in the U.S. Under the program, independent investment advisors are allowed to provide discretionary investment management to the Gift Fund for contributions made by the...

  • A foundation for all planners. Dieters, Corinna // Money Management;6/5/2008, Vol. 22 Issue 20, p16 

    The article discusses the Financial Planning Association's (FPA's) Future2 as the foundation for the financial planning profession in Australia. The program provides planners with a vehicle for charitable giving and facilitate participation opportunities for individuals. FPA is also working on a...

  • Planned Giving 101. Thralls, J. Richard // Officer;Jan/Feb2005, Vol. 82 Issue 1, p65 

    The article provides tips in financial planning specifically in charitable giving. Planned giving is usually thought of as the process of carefully selecting from the numerous gift-giving opportunities. Many different kinds of assets can be contributed outright to establish a planned gift such...

  • The Charitable Giving Toolbox. Palazzo, Paul // Journal of Financial Planning;Oct2000, Vol. 13 Issue 10, p68 

    This article deals with the role of financial planners in charitable giving of clients. Charitable giving increased again by over $15 billion in 1999, to more than $190 billion in the U.S., according to Giving USA, an annual report published by the American Association of Fund-Raising Counsel....

  • The Financial-Planning Benefits of Wealth-Replacement Trusts. Urtz, Robert // Business Journal (Central New York);5/29/2009, Vol. 23 Issue 22, p7 

    The article discusses the financial planning benefits provided by wealth-replacement trusts for families in New York. It provides a scenario explaining how charitable remainder trust and wealth-replacement trust reduce taxes as well as preserve the inheritances of the family. Moreover, the...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics