Publisher： National Committee on Planned Giving
ISSN： 1556-150X
Source： National Committee on Planned Giving Conference Proceedings, Vol.2005, Iss.1, 2005-10, pp. : 271-281
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Abstract
This course will cover the seven commandments of planned giving, and answer the following questions: Why it is critical to know the donor?s motivations, goals and financial situation before making a gift recommendation? Which types of assets make poor planned gifts and in what situations certain gift vehicles are inappropriate to recommend? When is it appropriate for the donor or the charity to serve as trustee and when it is best to name a third party trustee? Syllabus for Gift Planners code: 3.0
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