Advisors Still Fumbling the (Charitable) Ball | Planned Giving Design Center

Advisors Still Fumbling the (Charitable) Ball | Planned Giving Design Center: During the past ten years many nonprofit organizations have turned over the reins of charitable gift planning to independent professional advisors; however, many advisors have not taken the opportunity to learn about and integrate planned giving into their practices. In this article, advisors Randy Fox and Gary Shunk suggest that advisors who recommend planned gifts will be not only be rewarded financially, they will also develop client relationships that are more fulfilling at a deeper, more meaningful level. And as a result, philanthropy will be better served.