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Planned Giving-- The Missing Link in Financial Planning.

Authors :
Woollen, Thomas H.
Source :
Journal of Financial Service Professionals; May2005, Vol. 59 Issue 3, p49-60, 12p
Publication Year :
2005

Abstract

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. [ABSTRACT FROM AUTHOR]

Details

Language :
English
ISSN :
15371816
Volume :
59
Issue :
3
Database :
Complementary Index
Journal :
Journal of Financial Service Professionals
Publication Type :
Academic Journal
Accession number :
16881781