“Many have traditionally thought of ‘planned gifts’ as gifts that were deferred until some time in the future—usually until the donor’s death. They were for donors who couldn’t afford a current gift. Or they were just for the very wealthy, or the very elderly. Above all, planned gifts have been thought of as complicated—something only specialists could understand”.
“In the last few years, we’ve found that the majority of NCPG members—including fundraisers and financial and legal advisors—spend less than a quarter of their professional lives working with vehicles that are traditionally considered ‘planned’ gifts. They’re working with donors and clients on all the gifts that contribute to a meaningful philanthropic legacy. A lot of non-specialists need to know the fundamentals of integrated philanthropic planning. And a lot of very sophisticated practitioners need a broad perspective that includes all types of charitable strategies. Broadening that traditional perspective, and working with all the players in the planning process, is what the Partnership for Philanthropic Planning is all about.”
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