Planned Giving Redefined

Jones, Michael L.
February 2008
Journal of Financial Planning;Feb2008, Vol. 21 Issue 2, p38
Academic Journal
In this article the author examines issues surrounding legacy gifts, posthumous donations, and other types of charitable giving. The importance of planned giving to charitable organizations is explored. The author claims that the process of making planned bequests to charities should also benefit the donor, enhance the process of estate planning and redefine the terms on inheritance. Also examined are aspects of financial planning for heirs, the practices of financial advisers and estimating the size of charitable gifts.


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