Planned giving and professional advisors: the why and how to involve professional advisors in Canadian charities

Date

2013

Auteur

  • Blumberg, Mark

Mot clés

  • Planned giving
  • Professional advisors
  • Fundraising policy

Url accès

http://www.globalphilanthropy.ca/images/uploads/Planned_Giving_and_Professional_...

Description

This article reviews various ways in which charities can involve professional advisors. It provides further explanation about the benefits of including professional advisors and the prudence of adding this clause to your fundraising policies.