Video > Financial DNA - Discovering Your Unique Financial Personality For A Quality Life! > Your Planned Giving: Philanthropic Or Charitable Approach

From: Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! Add A Tag There is no doubt devising an appropriate planned giving strategy has become a very big focus in the United States and other countries where the level of wealth is growing. Advisors are being asked what do we do? People are questioning their legacy and how much is enough? Some are suspicious of the process and others say, well I don't need the money nor do my children. Further, planned giving officers at not for profit organizations are looking for ways to better communicate with their donors, discover their values and make them feel appreciated. None of these are easy questions, and addressing this could take a whole book in its own right.