Assisting with philanthropy planning can help an individual in many ways, and can include giving of time or funds. The conversation of philanthropy planning can be a difficult one to start, but the first step is discovering what the person’s passions are. Sharing a personal story can help get the conversation started and break the ice. Proper planning can help the individual make sure they feel that they have given charitably without feeling the need to give to every charity that asks or getting overwhelmed by all the options for charitable giving.
See Miriam Rozen, Philanthropy Planning: Tips for Advisors, Financial Planning, May 21, 2014.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.
