The gift that keeps on giving

Holland, Vincent
August 2013
Money Management;8/1/2013, Vol. 27 Issue 29, p19
Trade Publication
The article discusses the financial planning opportunities in philanthropy in Australia. It is inferred that the country is experiencing the largest inter-generational transfer of wealth amounting to an estimate of $600 billion in 30 years. According to the author, estate planning will help financial advisers in building trust and loyalty with clients.


Related Articles

  • Pre-Planning Advice. Christensen, Pamela // Financial Planning;Jun2011, Vol. 41 Issue 6, p111 

    The article discusses how financial planners could provide budget coaching services. Each step involved in budget coaching are explained which include gathering information, monitoring expenditures, budget development and documentation and developing a follow-up plan. The different areas of...

  • Charitable Planning Tip: Client Giving Starts With You. Lindorff, Dave // Financial-planning.com;3/2/2015, p6 

    The article offers tips for financial planners and advisors on charitable planning. Topics discussed include the suggestions to discuss charitable planning with clients at the beginning of the year rather than end of the year when clients' income and tax liability become the focus as well as to...

  • CHARITABLE ESTATE PLANNING -- NOT JUST FOR THE BUFFETTS. Matt, Charles // Life Insurance Selling;Aug2010, Vol. 85 Issue 8, p57 

    The article discusses the implications of charitable estate planning. It indicates that wealth is unnecessary to donate to favorite charities after death, but through careful estate planning, middle-income clients can make significant gifts and provide for their families. It notes that...

  • you can help. Knapp, Gwendolyn // Saint Charles Avenue;May2012, p40 

    The article offers tips for effective giving of donations. It says that research should be made to gain familiarity of a charitable organization's finances, mission, and positive impact on the community. It says that local financial institution can be partnered to gain financial advisor's...

  • Financial Advisers and Planned Giving: Doing the Right Thing. Bernstein, Phyllis // CPA Journal;Jun2005, Vol. 75 Issue 6, p62 

    Discusses the implications of charitable bequests for personal financial planning. Role of estate tax in the promotion of corporate giving; Benefits of donor-advised funds to charitable giving; Factors that financial advisors need to consider in dealing with clients who are interested in...

  • Missed Opportunities With Charitable Giving. Correia, Margarida // Bank Investment Consultant;Jul2012, Vol. 20 Issue 7, p6 

    The article focuses on the Fidelity Charitable's 2012 Advice & Giving study, which examines the findings of two surveys with financial advisors. The surveys reveal that advisors estimated that less than half of their wealthy clients does charitable giving an annual activity or financial...

  • OTR OFF THE RECORDS.  // Central Penn Business Journal;3/9/2012, Vol. 28 Issue 11, p15 

    Several excerpts from the website located at www.CPBJnow.com/section/offtherecord is presented.

  • Local focus keeps RNLI ship-shape.  // Third Sector;8/20/2013, Issue 765, p22 

    The article offers information on the Royal National Lifeboat Institution (RNLI) in Great Britain. The charity which aims to help communities saves lives at sea has received high rating in the Index Score of third sector groups in Great Britain. The group has adopted a media strategy that...

  • ED RACHAL FOUNDATION (OPEN).  // Nonprofit World Funding Alert;Dec2014, Vol. 20 Issue 12, p1 

    The article presents information on the grants provided by the nonprofit organization Rachal Foundation to support nonprofits in a wide range of areas, including education, children and youth, health and social services. It also offers information on the aim of the organization, eligibility...


Read the Article


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

Try another library?
Sign out of this library

Other Topics